- 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 | GNW Genworth Financial Inc | Sell - Position Exit | -12,577-100.0% |
Q2 2025Jun 30, 2025 | IWV iShares Russell 3000 ETF | Sell - Position Exit | -12,591-100.0% |
Q2 2025Jun 30, 2025 | RXRX Recursion Pharmaceuticals, Inc. | Sell - Position Exit | -12,605-100.0% |
Q2 2025Jun 30, 2025 | URNM Sprott Uranium Miners ETF | Sell - Position Exit | -12,611-100.0% |
Q2 2025Jun 30, 2025 | HBI Hanesbrands Inc. | Sell - Position Exit | -12,648-100.0% |
Q2 2025Jun 30, 2025 | PHI PLDT Inc. Sponsored | Sell - Position Exit | -12,737-100.0% |
Q2 2025Jun 30, 2025 | TCOM Trip.com Group Limited | Sell - Position Exit | -12,746-100.0% |
Q2 2025Jun 30, 2025 | CX Cemex, S.A.B. de C.V. Sponsored | Sell - Position Exit | -12,751-100.0% |
Q2 2025Jun 30, 2025 | E ENI S.p.A. | Sell - Position Exit | -12,754-100.0% |
Q2 2025Jun 30, 2025 | SSL Sasol Ltd. | Sell - Position Exit | -12,792-100.0% |
Q2 2025Jun 30, 2025 | LMT Lockheed Martin Corporation | Sell - Position Exit | -12,850-100.0% |
Q2 2025Jun 30, 2025 | WDS Woodside Energy Group Limited | Sell - Position Exit | -12,880-100.0% |
Q2 2025Jun 30, 2025 | CP Canadian Pacific Kansas City Li | Sell - Position Exit | -12,909-100.0% |
Q2 2025Jun 30, 2025 | MGM MGM Resorts International | Sell - Position Exit | -13,016-100.0% |
Q2 2025Jun 30, 2025 | SWK Stanley Black & Decker, Inc. | Sell - Position Exit | -13,044-100.0% |
Q2 2025Jun 30, 2025 | GGB Gerdau S.A. | Sell - Position Exit | -13,061-100.0% |
Q2 2025Jun 30, 2025 | EWJ iShares MSCI Japan Index Fund | Sell - Position Exit | -13,245-100.0% |
Q2 2025Jun 30, 2025 | PHYS Sprott Physical Gold Trust | Sell - Position Exit | -13,259-100.0% |
Q2 2025Jun 30, 2025 | AON Aon Plc | Sell - Position Exit | -13,270-100.0% |
Q2 2025Jun 30, 2025 | TAL TAL Education Group | Sell - Position Exit | -13,276-100.0% |
Q2 2025Jun 30, 2025 | SG Sweetgreen, Inc. | Sell - Position Exit | -13,280-100.0% |
Q2 2025Jun 30, 2025 | HYMB SPDR Nuveen Bloomberg High Yiel | Sell - Position Exit | -13,306-100.0% |
Q2 2025Jun 30, 2025 | BCE BCE, Inc. | Sell - Position Exit | -13,326-100.0% |
Q2 2025Jun 30, 2025 | JEPQ JPMorgan Nasdaq Equity Premium | Sell - Position Exit | -13,355-100.0% |
Q2 2025Jun 30, 2025 | VOD Vodafone Group Plc | Sell - Position Exit | -13,372-100.0% |
Q2 2025Jun 30, 2025 | PDBC Invesco Optimum Yield Diversifi | Sell - Position Exit | -13,415-100.0% |
Q2 2025Jun 30, 2025 | TMUS T-Mobile US, Inc. | Sell - Position Exit | -13,425-100.0% |
Q2 2025Jun 30, 2025 | MAR Marriott International | Sell - Position Exit | -13,441-100.0% |
Q2 2025Jun 30, 2025 | PSO Pearson, Plc | Sell - Position Exit | -13,513-100.0% |
Q2 2025Jun 30, 2025 | CNX CNX Resources Corporation | Sell - Position Exit | -13,526-100.0% |