- 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 | VFC V.F. Corporation | Sell - Position Exit | -11,506-100.0% |
Q2 2025Jun 30, 2025 | TRP TC Energy Corporation | Sell - Position Exit | -11,539-100.0% |
Q2 2025Jun 30, 2025 | NOW ServiceNow, Inc. | Sell - Position Exit | -11,656-100.0% |
Q2 2025Jun 30, 2025 | AFRM Affirm Holdings, Inc. | Sell - Position Exit | -11,712-100.0% |
Q2 2025Jun 30, 2025 | CLOZ Series Portfolios Trust Panagra | Sell - Position Exit | -11,718-100.0% |
Q2 2025Jun 30, 2025 | CHD Church & Dwight Company, Inc. | Sell - Position Exit | -11,792-100.0% |
Q2 2025Jun 30, 2025 | DHI D.R. Horton, Inc. | Sell - Position Exit | -11,795-100.0% |
Q2 2025Jun 30, 2025 | UWMC UWM Holdings Corporation | Sell - Position Exit | -11,840-100.0% |
Q2 2025Jun 30, 2025 | AGM Federal Agricultural Mortgage C | Sell - Position Exit | -11,895-100.0% |
Q2 2025Jun 30, 2025 | MTUS Metallus Inc. | Sell - Position Exit | -11,900-100.0% |
Q2 2025Jun 30, 2025 | CLOX Series Portfolios Trust Panagra | Sell - Position Exit | -11,942-100.0% |
Q2 2025Jun 30, 2025 | ESGU iShares ESG Aware MSCI USA ETF | Sell - Position Exit | -11,948-100.0% |
Q2 2025Jun 30, 2025 | PAPR Innovator U.S. Equity Power Buf | Sell - Position Exit | -11,976-100.0% |
Q2 2025Jun 30, 2025 | TLYS Tilly's, Inc. | Sell - Position Exit | -12,039-100.0% |
Q2 2025Jun 30, 2025 | SAP SAP SE | Sell - Position Exit | -12,041-100.0% |
Q2 2025Jun 30, 2025 | VIAV Viavi Solutions Inc. | Sell - Position Exit | -12,144-100.0% |
Q2 2025Jun 30, 2025 | ICE Intercontinental Exchange Inc. | Sell - Position Exit | -12,168-100.0% |
Q2 2025Jun 30, 2025 | TRV The Travelers Companies, Inc. | Sell - Position Exit | -12,177-100.0% |
Q2 2025Jun 30, 2025 | SBS Companhia de saneamento Basico | Sell - Position Exit | -12,221-100.0% |
Q2 2025Jun 30, 2025 | PMAY Innovator U.S. Equity Power Buf | Sell - Position Exit | -12,250-100.0% |
Q2 2025Jun 30, 2025 | KDP Keurig Dr Pepper Inc. | Sell - Position Exit | -12,309-100.0% |
Q2 2025Jun 30, 2025 | LUV Southwest Airlines Company | Sell - Position Exit | -12,349-100.0% |
Q2 2025Jun 30, 2025 | SYK Stryker Corporation | Sell - Position Exit | -12,390-100.0% |
Q2 2025Jun 30, 2025 | FNDC Schwab Fundamental Internationa | Sell - Position Exit | -12,394-100.0% |
Q2 2025Jun 30, 2025 | SSRM SSR Mining Inc. | Sell - Position Exit | -12,398-100.0% |
Q2 2025Jun 30, 2025 | JBGS JBG SMITH Properties | Sell - Position Exit | -12,408-100.0% |
Q2 2025Jun 30, 2025 | NCNO nCino, Inc. | Sell - Position Exit | -12,469-100.0% |
Q2 2025Jun 30, 2025 | TTD The Trade Desk, Inc. | Sell - Position Exit | -12,522-100.0% |
Q2 2025Jun 30, 2025 | CVE Cenovus Energy Inc | Sell - Position Exit | -12,573-100.0% |
Q2 2025Jun 30, 2025 | XME SPDR S&P Metals & Mining ETF | Sell - Position Exit | -12,576-100.0% |