- 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 | EA Electronic Arts Inc. | Sell - Position Exit | -7,053-100.0% |
Q2 2025Jun 30, 2025 | STIP iShares 0-5 Year TIPS Bond ETF | Sell - Position Exit | -7,061-100.0% |
Q2 2025Jun 30, 2025 | DTM DT Midstream, Inc. | Sell - Position Exit | -7,093-100.0% |
Q2 2025Jun 30, 2025 | IWO iShares Russell 2000 Growth ETF | Sell - Position Exit | -7,143-100.0% |
Q2 2025Jun 30, 2025 | BIV Vanguard Intermediate-Term Bond | Sell - Position Exit | -7,197-100.0% |
Q2 2025Jun 30, 2025 | PXF Invesco FTSE RAFI Developed Mar | Sell - Position Exit | -7,298-100.0% |
Q2 2025Jun 30, 2025 | FLR Fluor Corporation | Sell - Position Exit | -7,302-100.0% |
Q2 2025Jun 30, 2025 | SYF Synchrony Financial | Sell - Position Exit | -7,316-100.0% |
Q2 2025Jun 30, 2025 | LEN Lennar Corporation | Sell - Position Exit | -7,360-100.0% |
Q2 2025Jun 30, 2025 | SQ Block, Inc. | Sell - Position Exit | -7,387-100.0% |
Q2 2025Jun 30, 2025 | HLT Hilton Worldwide Holdings Inc. | Sell - Position Exit | -7,411-100.0% |
Q2 2025Jun 30, 2025 | EVR Evercore Inc. | Sell - Position Exit | -7,445-100.0% |
Q2 2025Jun 30, 2025 | SNN Smith & Nephew SNATS, Inc. | Sell - Position Exit | -7,450-100.0% |
Q2 2025Jun 30, 2025 | HESM Hess Midstream LP | Sell - Position Exit | -7,500-100.0% |
Q2 2025Jun 30, 2025 | DFIC Dimensional ETF Trust Dimension | Sell - Position Exit | -7,524-100.0% |
Q2 2025Jun 30, 2025 | COF Capital One Financial Corporati | Sell - Position Exit | -7,549-100.0% |
Q2 2025Jun 30, 2025 | PINS Pinterest, Inc. | Sell - Position Exit | -7,568-100.0% |
Q2 2025Jun 30, 2025 | SRE DBA Sempra | Sell - Position Exit | -7,569-100.0% |
Q2 2025Jun 30, 2025 | DXCM DexCom, Inc. | Sell - Position Exit | -7,664-100.0% |
Q2 2025Jun 30, 2025 | SNPS Synopsys, Inc. | Sell - Position Exit | -7,665-100.0% |
Q2 2025Jun 30, 2025 | IWS iShares Russell Mid-cap Value E | Sell - Position Exit | -7,667-100.0% |
Q2 2025Jun 30, 2025 | AMP Ameriprise Financial, Inc. | Sell - Position Exit | -7,667-100.0% |
Q2 2025Jun 30, 2025 | GWX SPDR S&P International SmallCap | Sell - Position Exit | -7,741-100.0% |
Q2 2025Jun 30, 2025 | EQNR Equinor ASA | Sell - Position Exit | -7,745-100.0% |
Q2 2025Jun 30, 2025 | VRT Vertiv Holdings, LLC | Sell - Position Exit | -7,751-100.0% |
Q2 2025Jun 30, 2025 | ITW Illinois Tool Works Inc. | Sell - Position Exit | -7,752-100.0% |
Q2 2025Jun 30, 2025 | UDR UDR, Inc. | Sell - Position Exit | -7,753-100.0% |
Q2 2025Jun 30, 2025 | NWSA News Corporation | Sell - Position Exit | -7,756-100.0% |
Q2 2025Jun 30, 2025 | GOVI Invesco Equal Weight 0-30 Year | Sell - Position Exit | -7,774-100.0% |
Q2 2025Jun 30, 2025 | DLN WisdomTree U.S. LargeCap Divide | Sell - Position Exit | -7,827-100.0% |