- 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 | IWF iShares Russell 1000 Growth ETF | Sell - Position Exit | -23,502-100.0% |
Q2 2025Jun 30, 2025 | RF Regions Financial Corporation | Sell - Position Exit | -23,544-100.0% |
Q2 2025Jun 30, 2025 | KFS Kingsway Financial Services, In | Sell - Position Exit | -23,620-100.0% |
Q2 2025Jun 30, 2025 | CPRT Copart, Inc. | Sell - Position Exit | -23,821-100.0% |
Q2 2025Jun 30, 2025 | TFI SPDR Nuveen Bloomberg Municipal | Sell - Position Exit | -23,837-100.0% |
Q2 2025Jun 30, 2025 | SCHZ Schwab US Aggregate Bond ETF | Sell - Position Exit | -23,853-100.0% |
Q2 2025Jun 30, 2025 | IWD iShares Russell 1000 Value ETF | Sell - Position Exit | -23,911-100.0% |
Q2 2025Jun 30, 2025 | BDN Brandywine Realty Trust | Sell - Position Exit | -24,096-100.0% |
Q2 2025Jun 30, 2025 | GLPI Gaming and Leisure Properties, | Sell - Position Exit | -24,119-100.0% |
Q2 2025Jun 30, 2025 | GL Globe Life Inc. | Sell - Position Exit | -24,184-100.0% |
Q2 2025Jun 30, 2025 | BALI iShares Advantage Large Cap Inc | Sell - Position Exit | -24,219-100.0% |
Q2 2025Jun 30, 2025 | SNY Sanofi | Sell - Position Exit | -24,272-100.0% |
Q2 2025Jun 30, 2025 | WEAV Weave Communications, Inc. | Sell - Position Exit | -24,281-100.0% |
Q2 2025Jun 30, 2025 | UBSI United Bankshares, Inc. | Sell - Position Exit | -24,518-100.0% |
Q2 2025Jun 30, 2025 | HRB H&R Block, Inc. | Sell - Position Exit | -24,554-100.0% |
Q2 2025Jun 30, 2025 | EPD Enterprise Products Partners L. | Sell - Position Exit | -24,648-100.0% |
Q2 2025Jun 30, 2025 | CFG Citizens Financial Group, Inc. | Sell - Position Exit | -24,714-100.0% |
Q2 2025Jun 30, 2025 | CNQ Canadian Natural Resources Limi | Sell - Position Exit | -24,760-100.0% |
Q2 2025Jun 30, 2025 | SHV iShares Short Treasury Bond ETF | Sell - Position Exit | -24,922-100.0% |
Q2 2025Jun 30, 2025 | HEFA iShares Currency Hedged MSCI EA | Sell - Position Exit | -24,996-100.0% |
Q2 2025Jun 30, 2025 | WF Woori Financial Group Inc. | Sell - Position Exit | -25,030-100.0% |
Q2 2025Jun 30, 2025 | IRT Independence Realty Trust, Inc. | Sell - Position Exit | -25,035-100.0% |
Q2 2025Jun 30, 2025 | KHC The Kraft Heinz Company | Sell - Position Exit | -25,143-100.0% |
Q2 2025Jun 30, 2025 | VSCO Victorias Secret & Co. | Sell - Position Exit | -25,144-100.0% |
Q2 2025Jun 30, 2025 | BUD Anheuser-Busch Inbev SA Sponsor | Sell - Position Exit | -25,254-100.0% |
Q2 2025Jun 30, 2025 | SCHR Schwab Intermediate-Term U.S. T | Sell - Position Exit | -25,276-100.0% |
Q2 2025Jun 30, 2025 | PRVA Privia Health Group, Inc. | Sell - Position Exit | -25,535-100.0% |
Q2 2025Jun 30, 2025 | CL Colgate-Palmolive Company | Sell - Position Exit | -25,535-100.0% |
Q2 2025Jun 30, 2025 | NIO NIO Inc. | Sell - Position Exit | -25,734-100.0% |
Q2 2025Jun 30, 2025 | FMNB Farmers National Banc Corp. | Sell - Position Exit | -25,843-100.0% |