- 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 | USIG iShares Broad USD Investment Gr | Sell - Position Exit | -25,890-100.0% |
Q2 2025Jun 30, 2025 | KVUE Kenvue Inc. | Sell - Position Exit | -25,953-100.0% |
Q2 2025Jun 30, 2025 | CCL Carnival Corporation | Sell - Position Exit | -25,993-100.0% |
Q2 2025Jun 30, 2025 | DGII Digi International Inc. | Sell - Position Exit | -26,150-100.0% |
Q2 2025Jun 30, 2025 | GRFS Grifols, S.A. | Sell - Position Exit | -26,230-100.0% |
Q2 2025Jun 30, 2025 | HPQ HP Inc. | Sell - Position Exit | -26,291-100.0% |
Q2 2025Jun 30, 2025 | CHRW C.H. Robinson Worldwide, Inc. | Sell - Position Exit | -26,306-100.0% |
Q2 2025Jun 30, 2025 | XEL Xcel Energy Inc. | Sell - Position Exit | -26,448-100.0% |
Q2 2025Jun 30, 2025 | SHY iShares 1-3 Year Treasury Bond | Sell - Position Exit | -26,485-100.0% |
Q2 2025Jun 30, 2025 | DLR Digital Realty Trust, Inc. | Sell - Position Exit | -26,640-100.0% |
Q2 2025Jun 30, 2025 | APH Amphenol Corporation | Sell - Position Exit | -26,893-100.0% |
Q2 2025Jun 30, 2025 | MRCC Monroe Capital Corporation | Sell - Position Exit | -27,000-100.0% |
Q2 2025Jun 30, 2025 | AGL agilon health, inc. | Sell - Position Exit | -27,553-100.0% |
Q2 2025Jun 30, 2025 | IVE iShares S&P 500 Value ETF | Sell - Position Exit | -27,597-100.0% |
Q2 2025Jun 30, 2025 | ITRI Itron, Inc. | Sell - Position Exit | -27,638-100.0% |
Q2 2025Jun 30, 2025 | PYPL PayPal Holdings, Inc. | Sell - Position Exit | -27,686-100.0% |
Q2 2025Jun 30, 2025 | ERIC Ericsson | Sell - Position Exit | -27,689-100.0% |
Q2 2025Jun 30, 2025 | XLP SPDR Select Sector Fund - Consu | Sell - Position Exit | -27,841-100.0% |
Q2 2025Jun 30, 2025 | VTRS Viatris Inc. | Sell - Position Exit | -27,861-100.0% |
Q2 2025Jun 30, 2025 | RVTY Revvity, Inc. | Sell - Position Exit | -27,921-100.0% |
Q2 2025Jun 30, 2025 | CMPX Compass Therapeutics, Inc. | Sell - Position Exit | -27,934-100.0% |
Q2 2025Jun 30, 2025 | GGG Graco Inc. | Sell - Position Exit | -27,965-100.0% |
Q2 2025Jun 30, 2025 | OUNZ VanEck Merk Gold ETF | Sell - Position Exit | -28,136-100.0% |
Q2 2025Jun 30, 2025 | OXY Occidental Petroleum Corporatio | Sell - Position Exit | -28,137-100.0% |
Q2 2025Jun 30, 2025 | NI NiSource Inc | Sell - Position Exit | -28,188-100.0% |
Q2 2025Jun 30, 2025 | LINK Interlink Electronics, Inc. | Sell - Position Exit | -28,450-100.0% |
Q2 2025Jun 30, 2025 | BRKR Bruker Corporation | Sell - Position Exit | -28,609-100.0% |
Q2 2025Jun 30, 2025 | GLW Corning Incorporated | Sell - Position Exit | -28,687-100.0% |
Q2 2025Jun 30, 2025 | HLAL Wahed FTSE USA Shariah ETF | Sell - Position Exit | -28,784-100.0% |
Q2 2025Jun 30, 2025 | DFSV Dimensional ETF Trust Dimension | Sell - Position Exit | -28,851-100.0% |