- 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 | NTRS Northern Trust Corporation | Sell - Position Exit | -13,579-100.0% |
Q2 2025Jun 30, 2025 | HIG Hartford Financial Services Gro | Sell - Position Exit | -13,597-100.0% |
Q2 2025Jun 30, 2025 | CTSH Cognizant Technology Solutions | Sell - Position Exit | -13,628-100.0% |
Q2 2025Jun 30, 2025 | DFSB Dimensional ETF Trust Dimension | Sell - Position Exit | -13,709-100.0% |
Q2 2025Jun 30, 2025 | DOW Dow Inc. | Sell - Position Exit | -13,751-100.0% |
Q2 2025Jun 30, 2025 | SUSA iShares MSCI USA ESG Select ETF | Sell - Position Exit | -13,782-100.0% |
Q2 2025Jun 30, 2025 | PLD Prologis, Inc. | Sell - Position Exit | -13,813-100.0% |
Q2 2025Jun 30, 2025 | SLG SL Green Realty Corp | Sell - Position Exit | -13,816-100.0% |
Q2 2025Jun 30, 2025 | YUM Yum! Brands, Inc. | Sell - Position Exit | -13,822-100.0% |
Q2 2025Jun 30, 2025 | IYR iShares U.S. Real Estate ETF | Sell - Position Exit | -13,829-100.0% |
Q2 2025Jun 30, 2025 | IUSV iShares Core S&P U.S. Value ETF | Sell - Position Exit | -13,864-100.0% |
Q2 2025Jun 30, 2025 | ACP Aberdeen Income Credit Strategi | Sell - Position Exit | -13,877-100.0% |
Q2 2025Jun 30, 2025 | JBLU JetBlue Airways Corporation | Sell - Position Exit | -13,888-100.0% |
Q2 2025Jun 30, 2025 | DNP DNP Select Income Fund, Inc. | Sell - Position Exit | -13,899-100.0% |
Q2 2025Jun 30, 2025 | VRTX Vertex Pharmaceuticals Incorpor | Sell - Position Exit | -13,931-100.0% |
Q2 2025Jun 30, 2025 | PPL PPL Corporation | Sell - Position Exit | -13,938-100.0% |
Q2 2025Jun 30, 2025 | RIV RiverNorth Opportunities Fund, | Sell - Position Exit | -14,000-100.0% |
Q2 2025Jun 30, 2025 | PDN Invesco FTSE RAFI Developed Mar | Sell - Position Exit | -14,048-100.0% |
Q2 2025Jun 30, 2025 | ED Consolidated Edison, Inc. | Sell - Position Exit | -14,052-100.0% |
Q2 2025Jun 30, 2025 | JMHI J.P. Morgan Exchange-Traded Fun | Sell - Position Exit | -14,052-100.0% |
Q2 2025Jun 30, 2025 | FENI Fidelity Covington Trust Fideli | Sell - Position Exit | -14,115-100.0% |
Q2 2025Jun 30, 2025 | XPEV XPeng Inc. | Sell - Position Exit | -14,132-100.0% |
Q2 2025Jun 30, 2025 | KB KB Financial Group Inc | Sell - Position Exit | -14,178-100.0% |
Q2 2025Jun 30, 2025 | NGVT Ingevity Corporation | Sell - Position Exit | -14,196-100.0% |
Q2 2025Jun 30, 2025 | SIRI SiriusXM Holdings Inc | Sell - Position Exit | -14,298-100.0% |
Q2 2025Jun 30, 2025 | YUMC Yum China Holdings, Inc. | Sell - Position Exit | -14,310-100.0% |
Q2 2025Jun 30, 2025 | SJM The J.M. Smucker Company | Sell - Position Exit | -14,419-100.0% |
Q2 2025Jun 30, 2025 | DSI iShares MSCI KLD 400 Social ETF | Sell - Position Exit | -14,557-100.0% |
Q2 2025Jun 30, 2025 | PKX POSCO Holdings Inc. | Sell - Position Exit | -14,663-100.0% |
Q2 2025Jun 30, 2025 | NFLX Netflix, Inc. | Sell - Position Exit | -14,696-100.0% |