- 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 | IPG Interpublic Group of Companies, | Sell - Position Exit | -7,836-100.0% |
Q2 2025Jun 30, 2025 | PBH Prestige Consumer Healthcare In | Sell - Position Exit | -7,919-100.0% |
Q2 2025Jun 30, 2025 | TIP iShares TIPS Bond ETF | Sell - Position Exit | -7,938-100.0% |
Q2 2025Jun 30, 2025 | SCHK Schwab 1000 Index ETF | Sell - Position Exit | -7,943-100.0% |
Q2 2025Jun 30, 2025 | CNC Centene Corporation | Sell - Position Exit | -7,951-100.0% |
Q2 2025Jun 30, 2025 | AJAN Innovator ETFs Trust Innovator | Sell - Position Exit | -7,960-100.0% |
Q2 2025Jun 30, 2025 | HYLB Xtrackers USD High Yield Corpor | Sell - Position Exit | -8,008-100.0% |
Q2 2025Jun 30, 2025 | CAH Cardinal Health, Inc. | Sell - Position Exit | -8,030-100.0% |
Q2 2025Jun 30, 2025 | GUNR FlexShares Global Upstream Natu | Sell - Position Exit | -8,067-100.0% |
Q2 2025Jun 30, 2025 | FXD First Trust Cons. Discret. Alph | Sell - Position Exit | -8,073-100.0% |
Q2 2025Jun 30, 2025 | POCT Innovator U.S. Equity Power Buf | Sell - Position Exit | -8,084-100.0% |
Q2 2025Jun 30, 2025 | AMLP Alerian MLP ETF | Sell - Position Exit | -8,118-100.0% |
Q2 2025Jun 30, 2025 | TNL Travel Leisure Co. | Sell - Position Exit | -8,133-100.0% |
Q2 2025Jun 30, 2025 | VGT Vanguard Information Tech ETF | Sell - Position Exit | -8,150-100.0% |
Q2 2025Jun 30, 2025 | HAL Halliburton Company | Sell - Position Exit | -8,161-100.0% |
Q2 2025Jun 30, 2025 | WH Wyndham Hotels & Resorts, Inc. | Sell - Position Exit | -8,165-100.0% |
Q2 2025Jun 30, 2025 | SSO ProShares Ultra S&P500 | Sell - Position Exit | -8,174-100.0% |
Q2 2025Jun 30, 2025 | PCAR PACCAR Inc. | Sell - Position Exit | -8,225-100.0% |
Q2 2025Jun 30, 2025 | OTTR Otter Tail Corporation | Sell - Position Exit | -8,242-100.0% |
Q2 2025Jun 30, 2025 | EXAS Exact Sciences Corporation | Sell - Position Exit | -8,289-100.0% |
Q2 2025Jun 30, 2025 | SSB SouthState Corporation | Sell - Position Exit | -8,306-100.0% |
Q2 2025Jun 30, 2025 | PHG Koninklijke Philips N.V. NY Reg | Sell - Position Exit | -8,311-100.0% |
Q2 2025Jun 30, 2025 | FDX FedEx Corporation | Sell - Position Exit | -8,331-100.0% |
Q2 2025Jun 30, 2025 | BWA BorgWarner Inc. | Sell - Position Exit | -8,360-100.0% |
Q2 2025Jun 30, 2025 | CACC Credit Acceptance Corporation | Sell - Position Exit | -8,384-100.0% |
Q2 2025Jun 30, 2025 | FDIF Fidelity Disruptors ETF | Sell - Position Exit | -8,390-100.0% |
Q2 2025Jun 30, 2025 | SPHQ Invesco S&P 500 Quality ETF | Sell - Position Exit | -8,463-100.0% |
Q2 2025Jun 30, 2025 | EMLC VanEck J. P. Morgan EM Local Cu | Sell - Position Exit | -8,477-100.0% |
Q2 2025Jun 30, 2025 | WTV WisdomTree U.S. Value Fund | Sell - Position Exit | -8,521-100.0% |
Q2 2025Jun 30, 2025 | ADM Archer-Daniels-Midland Company | Sell - Position Exit | -8,548-100.0% |