- Sequoia Financial Advisors Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | Apr 23, 2025 | |
| Total Stocks | 1352 | |
| Portfolio Value | $12.93B |
Sequoia Financial Advisors Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2025Jun 30, 2025 | INCY Incyte Corporation | Sell - Position Exit | -4,719-100.0% |
Q2 2025Jun 30, 2025 | ROK Rockwell Automation, Inc. | Sell - Position Exit | -4,725-100.0% |
Q2 2025Jun 30, 2025 | ADC Agree Realty Corporation | Sell - Position Exit | -4,729-100.0% |
Q2 2025Jun 30, 2025 | FTCS First Trust Capital Strength ET | Sell - Position Exit | -4,736-100.0% |
Q2 2025Jun 30, 2025 | KNX Knight-Swift Transportation Hol | Sell - Position Exit | -4,752-100.0% |
Q2 2025Jun 30, 2025 | BALL Ball Corporation | Sell - Position Exit | -4,765-100.0% |
Q2 2025Jun 30, 2025 | EPI WisdomTree India Earnings Fund | Sell - Position Exit | -4,772-100.0% |
Q2 2025Jun 30, 2025 | VNLA Janus Henderson Short Duration | Sell - Position Exit | -4,772-100.0% |
Q2 2025Jun 30, 2025 | FWONK Liberty Media Corporation - Ser | Sell - Position Exit | -4,815-100.0% |
Q2 2025Jun 30, 2025 | IWY iShares Russell Top 200 Growth | Sell - Position Exit | -4,830-100.0% |
Q2 2025Jun 30, 2025 | UHAL-B U-Haul Holding Company Series N | Sell - Position Exit | -4,841-100.0% |
Q2 2025Jun 30, 2025 | NNN NNN REIT, Inc. | Sell - Position Exit | -4,842-100.0% |
Q2 2025Jun 30, 2025 | USRT iShares Core U.S. REIT ETF | Sell - Position Exit | -4,850-100.0% |
Q2 2025Jun 30, 2025 | MLI Mueller Industries, Inc. | Sell - Position Exit | -4,886-100.0% |
Q2 2025Jun 30, 2025 | IYT iShares Trust iShares U.S. Tran | Sell - Position Exit | -4,923-100.0% |
Q2 2025Jun 30, 2025 | AKAM Akamai Technologies, Inc. | Sell - Position Exit | -4,956-100.0% |
Q2 2025Jun 30, 2025 | POST Post Holdings, Inc. | Sell - Position Exit | -4,960-100.0% |
Q2 2025Jun 30, 2025 | SCCO Southern Copper Corporation | Sell - Position Exit | -4,984-100.0% |
Q2 2025Jun 30, 2025 | BKF iShares MSCI BIC ETF | Sell - Position Exit | -5,000-100.0% |
Q2 2025Jun 30, 2025 | MKC McCormick & Company, Incorporat | Sell - Position Exit | -5,012-100.0% |
Q2 2025Jun 30, 2025 | RMBS Rambus, Inc. | Sell - Position Exit | -5,041-100.0% |
Q2 2025Jun 30, 2025 | IUSB iShares Core Total USD Bond Mar | Sell - Position Exit | -5,048-100.0% |
Q2 2025Jun 30, 2025 | PDD PDD Holdings Inc. | Sell - Position Exit | -5,050-100.0% |
Q2 2025Jun 30, 2025 | JIG JPMorgan International Growth E | Sell - Position Exit | -5,058-100.0% |
Q2 2025Jun 30, 2025 | AVY Avery Dennison Corporation | Sell - Position Exit | -5,084-100.0% |
Q2 2025Jun 30, 2025 | WOR Worthington Enterprises, Inc. | Sell - Position Exit | -5,102-100.0% |
Q2 2025Jun 30, 2025 | PSN Parsons Corporation | Sell - Position Exit | -5,106-100.0% |
Q2 2025Jun 30, 2025 | WAB Westinghouse Air Brake Technolo | Sell - Position Exit | -5,120-100.0% |
Q2 2025Jun 30, 2025 | ECL Ecolab Inc. | Sell - Position Exit | -5,124-100.0% |
Q2 2025Jun 30, 2025 | CE Celanese Corporation | Sell - Position Exit | -5,145-100.0% |