- 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 | UEC Uranium Energy Corp. | Sell - Position Exit | -16,922-100.0% |
Q2 2025Jun 30, 2025 | SEER Seer, Inc. | Sell - Position Exit | -16,932-100.0% |
Q2 2025Jun 30, 2025 | IWP iShares Russell Midcap Growth E | Sell - Position Exit | -16,938-100.0% |
Q2 2025Jun 30, 2025 | AFL AFLAC Incorporated | Sell - Position Exit | -16,969-100.0% |
Q2 2025Jun 30, 2025 | MRVL Marvell Technology, Inc. | Sell - Position Exit | -17,003-100.0% |
Q2 2025Jun 30, 2025 | VALE VALE S.A. | Sell - Position Exit | -17,014-100.0% |
Q2 2025Jun 30, 2025 | MPC Marathon Petroleum Corporation | Sell - Position Exit | -17,153-100.0% |
Q2 2025Jun 30, 2025 | URTH iShares, Inc. iShares MSCI Worl | Sell - Position Exit | -17,209-100.0% |
Q2 2025Jun 30, 2025 | TEF Telefonica SA | Sell - Position Exit | -17,269-100.0% |
Q2 2025Jun 30, 2025 | SOLV Solventum Corporation | Sell - Position Exit | -17,344-100.0% |
Q2 2025Jun 30, 2025 | SON Sonoco Products Company | Sell - Position Exit | -17,357-100.0% |
Q2 2025Jun 30, 2025 | EBR Centrais Electricas Brasileiras | Sell - Position Exit | -17,385-100.0% |
Q2 2025Jun 30, 2025 | SHOP Shopify Inc. | Sell - Position Exit | -17,476-100.0% |
Q2 2025Jun 30, 2025 | SNOW Snowflake Inc. | Sell - Position Exit | -17,546-100.0% |
Q2 2025Jun 30, 2025 | PAVE Global X Funds Global X U.S. In | Sell - Position Exit | -17,736-100.0% |
Q2 2025Jun 30, 2025 | SCHC Schwab International Small-Cap | Sell - Position Exit | -18,087-100.0% |
Q2 2025Jun 30, 2025 | D Dominion Energy, Inc. | Sell - Position Exit | -18,122-100.0% |
Q2 2025Jun 30, 2025 | LBRT Liberty Energy Inc. | Sell - Position Exit | -18,220-100.0% |
Q2 2025Jun 30, 2025 | CARR Carrier Global Corporation | Sell - Position Exit | -18,285-100.0% |
Q2 2025Jun 30, 2025 | SCMB Schwab Strategic Trust Schwab M | Sell - Position Exit | -18,462-100.0% |
Q2 2025Jun 30, 2025 | LDTC LeddarTech Holdings Inc. | Sell - Position Exit | -18,666-100.0% |
Q2 2025Jun 30, 2025 | KNTK Kinetik Holdings Inc. | Sell - Position Exit | -18,670-100.0% |
Q2 2025Jun 30, 2025 | XLG Invesco S&P 500 Top 50 ETF | Sell - Position Exit | -18,771-100.0% |
Q2 2025Jun 30, 2025 | HYGW iShares Trust iShares High Yiel | Sell - Position Exit | -18,813-100.0% |
Q2 2025Jun 30, 2025 | MCHP Microchip Technology Incorporat | Sell - Position Exit | -18,897-100.0% |
Q2 2025Jun 30, 2025 | DAL Delta Air Lines, Inc. | Sell - Position Exit | -18,916-100.0% |
Q2 2025Jun 30, 2025 | VLO Valero Energy Corporation | Sell - Position Exit | -18,975-100.0% |
Q2 2025Jun 30, 2025 | VGIT Vanguard Intermediate-Term Trea | Sell - Position Exit | -19,035-100.0% |
Q2 2025Jun 30, 2025 | IMNM Immunome, Inc. | Sell - Position Exit | -19,065-100.0% |
Q2 2025Jun 30, 2025 | OGN Organon & Co. | Sell - Position Exit | -19,392-100.0% |