- 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 | VEEV Veeva Systems Inc. | Sell - Position Exit | -19,393-100.0% |
Q2 2025Jun 30, 2025 | FVCB FVCBankcorp, Inc. | Sell - Position Exit | -19,429-100.0% |
Q2 2025Jun 30, 2025 | ONB Old National Bancorp | Sell - Position Exit | -19,551-100.0% |
Q2 2025Jun 30, 2025 | BPRN Princeton Bancorp, Inc. | Sell - Position Exit | -19,668-100.0% |
Q2 2025Jun 30, 2025 | EMR Emerson Electric Company | Sell - Position Exit | -19,714-100.0% |
Q2 2025Jun 30, 2025 | SKM SK Telecom Co., Ltd. | Sell - Position Exit | -19,725-100.0% |
Q2 2025Jun 30, 2025 | DHR Danaher Corporation | Sell - Position Exit | -19,735-100.0% |
Q2 2025Jun 30, 2025 | GNMA iShares GNMA Bond ETF | Sell - Position Exit | -19,765-100.0% |
Q2 2025Jun 30, 2025 | SHG Shinhan Financial Group Co Ltd | Sell - Position Exit | -19,784-100.0% |
Q2 2025Jun 30, 2025 | CDW CDW Corporation | Sell - Position Exit | -19,995-100.0% |
Q2 2025Jun 30, 2025 | IBRX ImmunityBio, Inc. | Sell - Position Exit | -20,067-100.0% |
Q2 2025Jun 30, 2025 | FNDE Schwab Fundamental Emerging Mar | Sell - Position Exit | -20,103-100.0% |
Q2 2025Jun 30, 2025 | AB AllianceBernstein Holding L.P. | Sell - Position Exit | -20,148-100.0% |
Q2 2025Jun 30, 2025 | BHC Bausch Health Companies Inc. | Sell - Position Exit | -20,158-100.0% |
Q2 2025Jun 30, 2025 | ES Eversource Energy (D/B/A) | Sell - Position Exit | -20,212-100.0% |
Q2 2025Jun 30, 2025 | BTI British American Tobacco Indus | Sell - Position Exit | -20,262-100.0% |
Q2 2025Jun 30, 2025 | PEG Public Service Enterprise Group | Sell - Position Exit | -20,422-100.0% |
Q2 2025Jun 30, 2025 | AIG American International Group, I | Sell - Position Exit | -20,453-100.0% |
Q2 2025Jun 30, 2025 | IX Orix Corp | Sell - Position Exit | -20,505-100.0% |
Q2 2025Jun 30, 2025 | GGN GAMCO Global Gold, Natural Reso | Sell - Position Exit | -20,547-100.0% |
Q2 2025Jun 30, 2025 | FPE First Trust Preferred Securitie | Sell - Position Exit | -20,547-100.0% |
Q2 2025Jun 30, 2025 | CSQ Calamos Strategic Total Return | Sell - Position Exit | -20,571-100.0% |
Q2 2025Jun 30, 2025 | SYY Sysco Corporation | Sell - Position Exit | -20,614-100.0% |
Q2 2025Jun 30, 2025 | GOLD Barrick Gold Corporation | Sell - Position Exit | -20,795-100.0% |
Q2 2025Jun 30, 2025 | VHT Vanguard Health Care ETF | Sell - Position Exit | -20,948-100.0% |
Q2 2025Jun 30, 2025 | HMC Honda Motor Company, Ltd. | Sell - Position Exit | -20,951-100.0% |
Q2 2025Jun 30, 2025 | DGX Quest Diagnostics Incorporated | Sell - Position Exit | -21,030-100.0% |
Q2 2025Jun 30, 2025 | MA Mastercard Incorporated | Sell - Position Exit | -21,092-100.0% |
Q2 2025Jun 30, 2025 | CB Chubb Limited | Sell - Position Exit | -21,182-100.0% |
Q2 2025Jun 30, 2025 | AMRN Amarin Corporation plc | Sell - Position Exit | -21,188-100.0% |