- 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 | VGK Vanguard FTSEEuropean ETF | Sell - Position Exit | -14,758-100.0% |
Q2 2025Jun 30, 2025 | XLRE Real Estate Select Sector SPDR | Sell - Position Exit | -14,782-100.0% |
Q2 2025Jun 30, 2025 | HR Healthcare Realty Trust Incorpo | Sell - Position Exit | -14,803-100.0% |
Q2 2025Jun 30, 2025 | ZBH Zimmer Biomet Holdings, Inc. | Sell - Position Exit | -14,836-100.0% |
Q2 2025Jun 30, 2025 | MET MetLife, Inc. | Sell - Position Exit | -14,894-100.0% |
Q2 2025Jun 30, 2025 | ONTO Onto Innovation Inc. | Sell - Position Exit | -14,938-100.0% |
Q2 2025Jun 30, 2025 | MUNI PIMCO Intermediate Municipal Bo | Sell - Position Exit | -14,976-100.0% |
Q2 2025Jun 30, 2025 | AMX America Movil, S.A.B. de C.V. | Sell - Position Exit | -14,978-100.0% |
Q2 2025Jun 30, 2025 | FNWB First Northwest Bancorp | Sell - Position Exit | -15,000-100.0% |
Q2 2025Jun 30, 2025 | DTE DTE Energy Company | Sell - Position Exit | -15,010-100.0% |
Q2 2025Jun 30, 2025 | DFSE Dimensional ETF Trust Dimension | Sell - Position Exit | -15,056-100.0% |
Q2 2025Jun 30, 2025 | FUL H. B. Fuller Company | Sell - Position Exit | -15,061-100.0% |
Q2 2025Jun 30, 2025 | EBC Eastern Bankshares, Inc. | Sell - Position Exit | -15,096-100.0% |
Q2 2025Jun 30, 2025 | RIVN Rivian Automotive, Inc. | Sell - Position Exit | -15,096-100.0% |
Q2 2025Jun 30, 2025 | BKR Baker Hughes Company | Sell - Position Exit | -15,103-100.0% |
Q2 2025Jun 30, 2025 | GEHC GE HealthCare Technologies Inc. | Sell - Position Exit | -15,131-100.0% |
Q2 2025Jun 30, 2025 | CAG ConAgra Brands, Inc. | Sell - Position Exit | -15,167-100.0% |
Q2 2025Jun 30, 2025 | PBR-A Petroleo Brasileiro S.A.- Petro | Sell - Position Exit | -15,171-100.0% |
Q2 2025Jun 30, 2025 | FITB Fifth Third Bancorp | Sell - Position Exit | -15,182-100.0% |
Q2 2025Jun 30, 2025 | VST Vistra Corp. | Sell - Position Exit | -15,217-100.0% |
Q2 2025Jun 30, 2025 | ADI Analog Devices, Inc. | Sell - Position Exit | -15,218-100.0% |
Q2 2025Jun 30, 2025 | HOPE Hope Bancorp, Inc. | Sell - Position Exit | -15,347-100.0% |
Q2 2025Jun 30, 2025 | CVBF CVB Financial Corporation | Sell - Position Exit | -15,396-100.0% |
Q2 2025Jun 30, 2025 | PNC PNC Financial Services Group, I | Sell - Position Exit | -15,406-100.0% |
Q2 2025Jun 30, 2025 | BABA Alibaba Group Holding Limited | Sell - Position Exit | -15,427-100.0% |
Q2 2025Jun 30, 2025 | NEM Newmont Corporation | Sell - Position Exit | -15,434-100.0% |
Q2 2025Jun 30, 2025 | PRFZ Invesco FTSE RAFI US 1500 Small | Sell - Position Exit | -15,522-100.0% |
Q2 2025Jun 30, 2025 | SOFI SoFi Technologies, Inc. | Sell - Position Exit | -15,544-100.0% |
Q2 2025Jun 30, 2025 | IUSG iShares Core S&P U.S. Growth ET | Sell - Position Exit | -15,714-100.0% |
Q2 2025Jun 30, 2025 | AHR American Healthcare REIT, Inc. | Sell - Position Exit | -15,726-100.0% |