- 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 | USFR WisdomTree Floating Rate Treasu | Sell - Position Exit | -10,494-100.0% |
Q2 2025Jun 30, 2025 | SAVA Cassava Sciences, Inc. | Sell - Position Exit | -10,547-100.0% |
Q2 2025Jun 30, 2025 | DE Deere & Company | Sell - Position Exit | -10,557-100.0% |
Q2 2025Jun 30, 2025 | CME CME Group Inc. | Sell - Position Exit | -10,569-100.0% |
Q2 2025Jun 30, 2025 | EOG EOG Resources, Inc. | Sell - Position Exit | -10,595-100.0% |
Q2 2025Jun 30, 2025 | EVLV Evolv Technologies Holdings, In | Sell - Position Exit | -10,634-100.0% |
Q2 2025Jun 30, 2025 | IXJ iShares Global Healthcare ETF | Sell - Position Exit | -10,636-100.0% |
Q2 2025Jun 30, 2025 | FTV Fortive Corporation | Sell - Position Exit | -10,649-100.0% |
Q2 2025Jun 30, 2025 | MYN Blackrock MuniYield New York Qu | Sell - Position Exit | -10,677-100.0% |
Q2 2025Jun 30, 2025 | EAGG iShares ESG Aware U.S. Aggregat | Sell - Position Exit | -10,734-100.0% |
Q2 2025Jun 30, 2025 | VTS Vitesse Energy, Inc. | Sell - Position Exit | -10,743-100.0% |
Q2 2025Jun 30, 2025 | ACWV iShares MSCI Global Min Vol Fac | Sell - Position Exit | -10,755-100.0% |
Q2 2025Jun 30, 2025 | GNR SPDR S&P Global Natural Resourc | Sell - Position Exit | -10,850-100.0% |
Q2 2025Jun 30, 2025 | PAA Plains All American Pipeline, L | Sell - Position Exit | -10,899-100.0% |
Q2 2025Jun 30, 2025 | CTAS Cintas Corporation | Sell - Position Exit | -10,928-100.0% |
Q2 2025Jun 30, 2025 | XRAY DENTSPLY SIRONA Inc. | Sell - Position Exit | -10,947-100.0% |
Q2 2025Jun 30, 2025 | PBFS Pioneer Bancorp, Inc. | Sell - Position Exit | -10,967-100.0% |
Q2 2025Jun 30, 2025 | WTBA West Bancorporation | Sell - Position Exit | -10,973-100.0% |
Q2 2025Jun 30, 2025 | BIL SPDR Bloomberg 1-3 Month T-Bill | Sell - Position Exit | -10,977-100.0% |
Q2 2025Jun 30, 2025 | EZU iShares MSCI Eurozone ETF | Sell - Position Exit | -11,038-100.0% |
Q2 2025Jun 30, 2025 | CODI D/B/A Compass Diversified Holdi | Sell - Position Exit | -11,038-100.0% |
Q2 2025Jun 30, 2025 | BVN Buenaventura Mining Company Inc | Sell - Position Exit | -11,047-100.0% |
Q2 2025Jun 30, 2025 | MBC MasterBrand, Inc. | Sell - Position Exit | -11,090-100.0% |
Q2 2025Jun 30, 2025 | SPGP Invesco S&P 500 GARP ETF | Sell - Position Exit | -11,099-100.0% |
Q2 2025Jun 30, 2025 | MTBA Simplify Exchange Traded Funds | Sell - Position Exit | -11,100-100.0% |
Q2 2025Jun 30, 2025 | SLF Sun Life Financial Inc. | Sell - Position Exit | -11,253-100.0% |
Q2 2025Jun 30, 2025 | MLM Martin Marietta Materials, Inc. | Sell - Position Exit | -11,309-100.0% |
Q2 2025Jun 30, 2025 | LBRDK Liberty Broadband Corporation | Sell - Position Exit | -11,343-100.0% |
Q2 2025Jun 30, 2025 | ALL Allstate Corporation (The) | Sell - Position Exit | -11,361-100.0% |
Q2 2025Jun 30, 2025 | NGG National Grid Transco, PLC Nati | Sell - Position Exit | -11,409-100.0% |