- 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 | CLOA iShares AAA CLO Active ETF | Sell - Position Exit | -9,702-100.0% |
Q2 2025Jun 30, 2025 | CBRE CBRE Group Inc | Sell - Position Exit | -9,769-100.0% |
Q2 2025Jun 30, 2025 | TBBK The Bancorp, Inc. | Sell - Position Exit | -9,810-100.0% |
Q2 2025Jun 30, 2025 | TSN Tyson Foods, Inc. | Sell - Position Exit | -9,922-100.0% |
Q2 2025Jun 30, 2025 | OTIS Otis Worldwide Corporation | Sell - Position Exit | -9,936-100.0% |
Q2 2025Jun 30, 2025 | KBH KB Home | Sell - Position Exit | -9,944-100.0% |
Q2 2025Jun 30, 2025 | JD JD.com, Inc. | Sell - Position Exit | -10,023-100.0% |
Q2 2025Jun 30, 2025 | PRU Prudential Financial, Inc. | Sell - Position Exit | -10,026-100.0% |
Q2 2025Jun 30, 2025 | LHX L3Harris Technologies, Inc. | Sell - Position Exit | -10,065-100.0% |
Q2 2025Jun 30, 2025 | TDTT FlexShares iBoxx 3 Year Target | Sell - Position Exit | -10,100-100.0% |
Q2 2025Jun 30, 2025 | ADP Automatic Data Processing, Inc. | Sell - Position Exit | -10,150-100.0% |
Q2 2025Jun 30, 2025 | ALT Altimmune, Inc. | Sell - Position Exit | -10,155-100.0% |
Q2 2025Jun 30, 2025 | ROP Roper Technologies, Inc. | Sell - Position Exit | -10,155-100.0% |
Q2 2025Jun 30, 2025 | WELL Welltower Inc. | Sell - Position Exit | -10,183-100.0% |
Q2 2025Jun 30, 2025 | FLNT Fluent, Inc. | Sell - Position Exit | -10,190-100.0% |
Q2 2025Jun 30, 2025 | OLN Olin Corporation | Sell - Position Exit | -10,191-100.0% |
Q2 2025Jun 30, 2025 | UGI UGI Corporation | Sell - Position Exit | -10,206-100.0% |
Q2 2025Jun 30, 2025 | AES The AES Corporation | Sell - Position Exit | -10,298-100.0% |
Q2 2025Jun 30, 2025 | PUMP ProPetro Holding Corp. | Sell - Position Exit | -10,354-100.0% |
Q2 2025Jun 30, 2025 | TECK Teck Resources Ltd | Sell - Position Exit | -10,354-100.0% |
Q2 2025Jun 30, 2025 | X United States Steel Corporation | Sell - Position Exit | -10,404-100.0% |
Q2 2025Jun 30, 2025 | TLH iShares 10-20 Year Treasury Bon | Sell - Position Exit | -10,408-100.0% |
Q2 2025Jun 30, 2025 | CMS CMS Energy Corporation | Sell - Position Exit | -10,415-100.0% |
Q2 2025Jun 30, 2025 | K Kellanova | Sell - Position Exit | -10,423-100.0% |
Q2 2025Jun 30, 2025 | ARCC Ares Capital Corporation | Sell - Position Exit | -10,423-100.0% |
Q2 2025Jun 30, 2025 | HOOD Robinhood Markets, Inc. | Sell - Position Exit | -10,426-100.0% |
Q2 2025Jun 30, 2025 | PCT PureCycle Technologies, Inc. | Sell - Position Exit | -10,435-100.0% |
Q2 2025Jun 30, 2025 | ESML iShares ESG Aware MSCI USA Smal | Sell - Position Exit | -10,447-100.0% |
Q2 2025Jun 30, 2025 | GTLS Chart Industries, Inc. | Sell - Position Exit | -10,454-100.0% |
Q2 2025Jun 30, 2025 | SCHP Schwab U.S. TIPs ETF | Sell - Position Exit | -10,463-100.0% |