- 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 | VVR Invesco Senior Income Trust (D | Sell - Position Exit | -29,156-100.0% |
Q2 2025Jun 30, 2025 | CTRA Coterra Energy Inc. | Sell - Position Exit | -29,456-100.0% |
Q2 2025Jun 30, 2025 | PAYO Payoneer Global Inc. | Sell - Position Exit | -29,493-100.0% |
Q2 2025Jun 30, 2025 | ITT ITT Inc. | Sell - Position Exit | -29,831-100.0% |
Q2 2025Jun 30, 2025 | CHT Chunghwa Telecom Co., Ltd. | Sell - Position Exit | -29,922-100.0% |
Q2 2025Jun 30, 2025 | HHH Howard Hughes Holdings Inc. | Sell - Position Exit | -30,093-100.0% |
Q2 2025Jun 30, 2025 | KEYS Keysight Technologies Inc. | Sell - Position Exit | -30,153-100.0% |
Q2 2025Jun 30, 2025 | CMG Chipotle Mexican Grill, Inc. | Sell - Position Exit | -30,181-100.0% |
Q2 2025Jun 30, 2025 | FLDR Fidelity Low Duration Bond Fact | Sell - Position Exit | -30,430-100.0% |
Q2 2025Jun 30, 2025 | TFSL TFS Financial Corporation | Sell - Position Exit | -30,467-100.0% |
Q2 2025Jun 30, 2025 | ILPT Industrial Logistics Properties | Sell - Position Exit | -30,488-100.0% |
Q2 2025Jun 30, 2025 | PRF Invesco FTSE RAFI US 1000 ETF | Sell - Position Exit | -30,529-100.0% |
Q2 2025Jun 30, 2025 | BHP BHP Group Limited | Sell - Position Exit | -30,617-100.0% |
Q2 2025Jun 30, 2025 | MSBI Midland States Bancorp, Inc. | Sell - Position Exit | -30,732-100.0% |
Q2 2025Jun 30, 2025 | PSX Phillips 66 | Sell - Position Exit | -30,883-100.0% |
Q2 2025Jun 30, 2025 | VGZ Vista Gold Corp | Sell - Position Exit | -31,000-100.0% |
Q2 2025Jun 30, 2025 | NJUL Innovator Growth-100 Power Buff | Sell - Position Exit | -31,109-100.0% |
Q2 2025Jun 30, 2025 | GIB CGI Inc. | Sell - Position Exit | -31,191-100.0% |
Q2 2025Jun 30, 2025 | DFSI Dimensional ETF Trust Dimension | Sell - Position Exit | -31,207-100.0% |
Q2 2025Jun 30, 2025 | GD General Dynamics Corporation | Sell - Position Exit | -31,372-100.0% |
Q2 2025Jun 30, 2025 | NWG NatWest Group plc | Sell - Position Exit | -31,579-100.0% |
Q2 2025Jun 30, 2025 | MDLZ Mondelez International, Inc. | Sell - Position Exit | -31,757-100.0% |
Q2 2025Jun 30, 2025 | NVO Novo Nordisk A/S | Sell - Position Exit | -31,762-100.0% |
Q2 2025Jun 30, 2025 | WBA Walgreens Boots Alliance, Inc. | Sell - Position Exit | -31,800-100.0% |
Q2 2025Jun 30, 2025 | FCX Freeport-McMoRan, Inc. | Sell - Position Exit | -32,019-100.0% |
Q2 2025Jun 30, 2025 | EQC Equity | Sell - Position Exit | -32,245-100.0% |
Q2 2025Jun 30, 2025 | JMUB JPMorgan Municipal ETF | Sell - Position Exit | -32,294-100.0% |
Q2 2025Jun 30, 2025 | WTRG Essential Utilities, Inc. | Sell - Position Exit | -32,326-100.0% |
Q2 2025Jun 30, 2025 | XLV SPDR Select Sector Fund - Healt | Sell - Position Exit | -32,396-100.0% |
Q2 2025Jun 30, 2025 | BBDC Barings BDC, Inc. | Sell - Position Exit | -32,643-100.0% |