- 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
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%
Page 29 of 73321977 total trades