- 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 | SPDW SPDR Portfolio Developed World | Sell - Position Exit | -21,231-100.0% |
Q2 2025Jun 30, 2025 | SCHI Schwab 5-10 Year Corporate Bond | Sell - Position Exit | -21,470-100.0% |
Q2 2025Jun 30, 2025 | JEPI JPMorgan Equity Premium Income | Sell - Position Exit | -21,503-100.0% |
Q2 2025Jun 30, 2025 | HPE Hewlett Packard Enterprise Comp | Sell - Position Exit | -21,537-100.0% |
Q2 2025Jun 30, 2025 | PCY Invesco Emerging Markets Sovere | Sell - Position Exit | -21,555-100.0% |
Q2 2025Jun 30, 2025 | UUUU Energy Fuels Inc | Sell - Position Exit | -21,721-100.0% |
Q2 2025Jun 30, 2025 | EEM iShares MSCI Emerging Index Fun | Sell - Position Exit | -21,779-100.0% |
Q2 2025Jun 30, 2025 | USHY iShares Broad USD High Yield Co | Sell - Position Exit | -21,933-100.0% |
Q2 2025Jun 30, 2025 | CLM Cornerstone Strategic Value Fd | Sell - Position Exit | -22,000-100.0% |
Q2 2025Jun 30, 2025 | PHM PulteGroup, Inc. | Sell - Position Exit | -22,015-100.0% |
Q2 2025Jun 30, 2025 | GMAB Genmab A/S | Sell - Position Exit | -22,123-100.0% |
Q2 2025Jun 30, 2025 | AEG Aegon Ltd. New York Registry Sh | Sell - Position Exit | -22,136-100.0% |
Q2 2025Jun 30, 2025 | KEX Kirby Corporation | Sell - Position Exit | -22,371-100.0% |
Q2 2025Jun 30, 2025 | PJAN Innovator U.S. Equity Power Buf | Sell - Position Exit | -22,427-100.0% |
Q2 2025Jun 30, 2025 | CLFD Clearfield, Inc. | Sell - Position Exit | -22,501-100.0% |
Q2 2025Jun 30, 2025 | VYM Vanguard High Dividend Yield ET | Sell - Position Exit | -22,628-100.0% |
Q2 2025Jun 30, 2025 | REI Ring Energy, Inc. | Sell - Position Exit | -22,646-100.0% |
Q2 2025Jun 30, 2025 | SDY SPDR S&P Dividend ETF | Sell - Position Exit | -22,798-100.0% |
Q2 2025Jun 30, 2025 | GDX VanEck Gold Miners ETF | Sell - Position Exit | -22,799-100.0% |
Q2 2025Jun 30, 2025 | KKR KKR & Co. Inc. | Sell - Position Exit | -22,827-100.0% |
Q2 2025Jun 30, 2025 | IGRO iShares International Dividend | Sell - Position Exit | -22,869-100.0% |
Q2 2025Jun 30, 2025 | BAX Baxter International Inc. | Sell - Position Exit | -22,893-100.0% |
Q2 2025Jun 30, 2025 | O Realty Income Corporation | Sell - Position Exit | -22,958-100.0% |
Q2 2025Jun 30, 2025 | FEZ SPDR DJ Euro STOXX 50 Etf | Sell - Position Exit | -23,180-100.0% |
Q2 2025Jun 30, 2025 | GSK GSK plc | Sell - Position Exit | -23,294-100.0% |
Q2 2025Jun 30, 2025 | KR Kroger Company (The) | Sell - Position Exit | -23,332-100.0% |
Q2 2025Jun 30, 2025 | GEV GE Vernova Inc. | Sell - Position Exit | -23,348-100.0% |
Q2 2025Jun 30, 2025 | XBGYX BlackRock Enhanced Internationa | Sell - Position Exit | -23,422-100.0% |
Q2 2025Jun 30, 2025 | EXC Exelon Corporation | Sell - Position Exit | -23,450-100.0% |
Q2 2025Jun 30, 2025 | EW Edwards Lifesciences Corporatio | Sell - Position Exit | -23,495-100.0% |