- 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 | HSIC Henry Schein, Inc. | Sell - Position Exit | -5,830-100.0% |
Q2 2025Jun 30, 2025 | XBAP Innovator U.S. Equity Accelerat | Sell - Position Exit | -5,832-100.0% |
Q2 2025Jun 30, 2025 | XAR SPDR S&P Aerospace & Defense ET | Sell - Position Exit | -5,836-100.0% |
Q2 2025Jun 30, 2025 | EPP iShares MSCI Pacific Ex-Japan I | Sell - Position Exit | -5,865-100.0% |
Q2 2025Jun 30, 2025 | ALLY Ally Financial Inc. | Sell - Position Exit | -5,866-100.0% |
Q2 2025Jun 30, 2025 | TBIL US Treasury 3 Month Bill ETF | Sell - Position Exit | -5,878-100.0% |
Q2 2025Jun 30, 2025 | BDX Becton, Dickinson and Company | Sell - Position Exit | -5,879-100.0% |
Q2 2025Jun 30, 2025 | VPU Vanguard Utilities ETF | Sell - Position Exit | -5,899-100.0% |
Q2 2025Jun 30, 2025 | UPST Upstart Holdings, Inc. | Sell - Position Exit | -5,920-100.0% |
Q2 2025Jun 30, 2025 | FVAL Fidelity Value Factor ETF | Sell - Position Exit | -5,924-100.0% |
Q2 2025Jun 30, 2025 | FANG Diamondback Energy, Inc. | Sell - Position Exit | -5,933-100.0% |
Q2 2025Jun 30, 2025 | CPB The Campbell's Company | Sell - Position Exit | -5,949-100.0% |
Q2 2025Jun 30, 2025 | FMX Fomento Economico Mexicano S.A. | Sell - Position Exit | -5,966-100.0% |
Q2 2025Jun 30, 2025 | HWM Howmet Aerospace Inc. | Sell - Position Exit | -6,018-100.0% |
Q2 2025Jun 30, 2025 | NDSN Nordson Corporation | Sell - Position Exit | -6,036-100.0% |
Q2 2025Jun 30, 2025 | TDG Transdigm Group Incorporated | Sell - Position Exit | -6,086-100.0% |
Q2 2025Jun 30, 2025 | APD Air Products and Chemicals, Inc | Sell - Position Exit | -6,093-100.0% |
Q2 2025Jun 30, 2025 | OMC Omnicom Group Inc. | Sell - Position Exit | -6,098-100.0% |
Q2 2025Jun 30, 2025 | DFS Discover Financial Services | Sell - Position Exit | -6,124-100.0% |
Q2 2025Jun 30, 2025 | VLTO Veralto Corp | Sell - Position Exit | -6,168-100.0% |
Q2 2025Jun 30, 2025 | BRO Brown & Brown, Inc. | Sell - Position Exit | -6,202-100.0% |
Q2 2025Jun 30, 2025 | STAG Stag Industrial, Inc. | Sell - Position Exit | -6,211-100.0% |
Q2 2025Jun 30, 2025 | FIS Fidelity National Information S | Sell - Position Exit | -6,223-100.0% |
Q2 2025Jun 30, 2025 | IQV IQVIA Holdings, Inc. | Sell - Position Exit | -6,234-100.0% |
Q2 2025Jun 30, 2025 | SPG Simon Property Group, Inc. | Sell - Position Exit | -6,249-100.0% |
Q2 2025Jun 30, 2025 | HOLX Hologic, Inc. | Sell - Position Exit | -6,279-100.0% |
Q2 2025Jun 30, 2025 | FXH First Trust Health Care AlphaDE | Sell - Position Exit | -6,304-100.0% |
Q2 2025Jun 30, 2025 | ON ON Semiconductor Corporation | Sell - Position Exit | -6,318-100.0% |
Q2 2025Jun 30, 2025 | AWI Armstrong World Industries Inc | Sell - Position Exit | -6,332-100.0% |
Q2 2025Jun 30, 2025 | IGIB iShares 5-10 Year Investment Gr | Sell - Position Exit | -6,341-100.0% |