- 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 | ISRG Intuitive Surgical, Inc. | Sell - Position Exit | -8,587-100.0% |
Q2 2025Jun 30, 2025 | AEE Ameren Corporation | Sell - Position Exit | -8,589-100.0% |
Q2 2025Jun 30, 2025 | ADBE Adobe Inc. | Sell - Position Exit | -8,590-100.0% |
Q2 2025Jun 30, 2025 | CEG Constellation Energy Corporatio | Sell - Position Exit | -8,590-100.0% |
Q2 2025Jun 30, 2025 | MCK McKesson Corporation | Sell - Position Exit | -8,696-100.0% |
Q2 2025Jun 30, 2025 | TRN Trinity Industries, Inc. | Sell - Position Exit | -8,829-100.0% |
Q2 2025Jun 30, 2025 | PSA Public Storage | Sell - Position Exit | -8,864-100.0% |
Q2 2025Jun 30, 2025 | IRM Iron Mountain Incorporated (Del | Sell - Position Exit | -8,873-100.0% |
Q2 2025Jun 30, 2025 | VO Vanguard Mid-Cap ETF | Sell - Position Exit | -8,907-100.0% |
Q2 2025Jun 30, 2025 | CW Curtiss-Wright Corporation | Sell - Position Exit | -8,955-100.0% |
Q2 2025Jun 30, 2025 | PJUN Innovator U.S. Equity Power Buf | Sell - Position Exit | -8,974-100.0% |
Q2 2025Jun 30, 2025 | IP International Paper Company | Sell - Position Exit | -8,994-100.0% |
Q2 2025Jun 30, 2025 | TM Toyota Motor Corporation | Sell - Position Exit | -9,023-100.0% |
Q2 2025Jun 30, 2025 | BANR Banner Corporation | Sell - Position Exit | -9,036-100.0% |
Q2 2025Jun 30, 2025 | CMF iShares California Muni Bond ET | Sell - Position Exit | -9,080-100.0% |
Q2 2025Jun 30, 2025 | RIO Rio Tinto Plc | Sell - Position Exit | -9,090-100.0% |
Q2 2025Jun 30, 2025 | NAPR Innovator Growth-100 Power Buff | Sell - Position Exit | -9,109-100.0% |
Q2 2025Jun 30, 2025 | FRPH FRP Holdings, Inc. | Sell - Position Exit | -9,224-100.0% |
Q2 2025Jun 30, 2025 | AMT American Tower Corporation (REI | Sell - Position Exit | -9,244-100.0% |
Q2 2025Jun 30, 2025 | EIX Edison International | Sell - Position Exit | -9,247-100.0% |
Q2 2025Jun 30, 2025 | CCI Crown Castle Inc. | Sell - Position Exit | -9,301-100.0% |
Q2 2025Jun 30, 2025 | PMAR Innovator U.S. Equity Power Buf | Sell - Position Exit | -9,320-100.0% |
Q2 2025Jun 30, 2025 | ROST Ross Stores, Inc. | Sell - Position Exit | -9,328-100.0% |
Q2 2025Jun 30, 2025 | EFG iShares MSCI EAFE Growth ETF | Sell - Position Exit | -9,354-100.0% |
Q2 2025Jun 30, 2025 | ABNB Airbnb, Inc. | Sell - Position Exit | -9,369-100.0% |
Q2 2025Jun 30, 2025 | COR Cencora, Inc. | Sell - Position Exit | -9,392-100.0% |
Q2 2025Jun 30, 2025 | SPIB SPDR Portfolio Intermediate Ter | Sell - Position Exit | -9,400-100.0% |
Q2 2025Jun 30, 2025 | DLS WisdomTree International SmallC | Sell - Position Exit | -9,473-100.0% |
Q2 2025Jun 30, 2025 | JNPR Juniper Networks, Inc. | Sell - Position Exit | -9,592-100.0% |
Q2 2025Jun 30, 2025 | JETS U.S. Global Jets ETF | Sell - Position Exit | -9,663-100.0% |