- 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 | BAH Booz Allen Hamilton Holding Cor | Sell - Position Exit | -6,362-100.0% |
Q2 2025Jun 30, 2025 | WES Western Midstream Partners, LP | Sell - Position Exit | -6,400-100.0% |
Q2 2025Jun 30, 2025 | WEC WEC Energy Group, Inc. | Sell - Position Exit | -6,425-100.0% |
Q2 2025Jun 30, 2025 | BBY Best Buy Co., Inc. | Sell - Position Exit | -6,427-100.0% |
Q2 2025Jun 30, 2025 | DIVB iShares Core Dividend ETF | Sell - Position Exit | -6,432-100.0% |
Q2 2025Jun 30, 2025 | FOXA Fox Corporation | Sell - Position Exit | -6,433-100.0% |
Q2 2025Jun 30, 2025 | LNC Lincoln National Corporation | Sell - Position Exit | -6,458-100.0% |
Q2 2025Jun 30, 2025 | EQT EQT Corporation | Sell - Position Exit | -6,472-100.0% |
Q2 2025Jun 30, 2025 | CI The Cigna Group | Sell - Position Exit | -6,475-100.0% |
Q2 2025Jun 30, 2025 | CNP CenterPoint Energy, Inc (Holdin | Sell - Position Exit | -6,498-100.0% |
Q2 2025Jun 30, 2025 | TDS Telephone and Data Systems, Inc | Sell - Position Exit | -6,544-100.0% |
Q2 2025Jun 30, 2025 | FBTC Fidelity Wise Origin Bitcoin Fu | Sell - Position Exit | -6,560-100.0% |
Q2 2025Jun 30, 2025 | LDUR PIMCO Enhanced Low Duration Act | Sell - Position Exit | -6,568-100.0% |
Q2 2025Jun 30, 2025 | EGP EastGroup Properties, Inc. | Sell - Position Exit | -6,580-100.0% |
Q2 2025Jun 30, 2025 | BF-B Brown Forman Inc | Sell - Position Exit | -6,663-100.0% |
Q2 2025Jun 30, 2025 | MSI Motorola Solutions, Inc. | Sell - Position Exit | -6,681-100.0% |
Q2 2025Jun 30, 2025 | MSTR MicroStrategy Incorporated | Sell - Position Exit | -6,695-100.0% |
Q2 2025Jun 30, 2025 | ELV Elevance Health, Inc. | Sell - Position Exit | -6,717-100.0% |
Q2 2025Jun 30, 2025 | NUE Nucor Corporation | Sell - Position Exit | -6,746-100.0% |
Q2 2025Jun 30, 2025 | DG Dollar General Corporation | Sell - Position Exit | -6,759-100.0% |
Q2 2025Jun 30, 2025 | DRS Leonardo DRS, Inc. | Sell - Position Exit | -6,797-100.0% |
Q2 2025Jun 30, 2025 | INVH Invitation Homes Inc. | Sell - Position Exit | -6,860-100.0% |
Q2 2025Jun 30, 2025 | ETR Entergy Corporation | Sell - Position Exit | -6,879-100.0% |
Q2 2025Jun 30, 2025 | CENTA Central Garden & Pet Company | Sell - Position Exit | -6,880-100.0% |
Q2 2025Jun 30, 2025 | RPM RPM International Inc. | Sell - Position Exit | -6,894-100.0% |
Q2 2025Jun 30, 2025 | SCZ iShares MSCI EAFE Small-Cap ETF | Sell - Position Exit | -6,970-100.0% |
Q2 2025Jun 30, 2025 | NIC Nicolet Bankshares Inc. | Sell - Position Exit | -6,980-100.0% |
Q2 2025Jun 30, 2025 | IEF iShares 7-10 Year Treasury Bond | Sell - Position Exit | -6,982-100.0% |
Q2 2025Jun 30, 2025 | SPGI S&P Global Inc. | Sell - Position Exit | -7,003-100.0% |
Q2 2025Jun 30, 2025 | IVT InvenTrust Properties Corp. | Sell - Position Exit | -7,020-100.0% |