- 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

DateSymbolTypeQuantity
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%
Page 28 of 73321977 total trades