- 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 | NVS Novartis AG | Sell - Position Exit | -32,777-100.0% |
Q2 2025Jun 30, 2025 | NMR Nomura Holdings Inc | Sell - Position Exit | -32,843-100.0% |
Q2 2025Jun 30, 2025 | HDB HDFC Bank Limited | Sell - Position Exit | -32,940-100.0% |
Q2 2025Jun 30, 2025 | BCS Barclays PLC | Sell - Position Exit | -32,981-100.0% |
Q2 2025Jun 30, 2025 | IGSB iShares 1-5 Year Investment Gra | Sell - Position Exit | -33,113-100.0% |
Q2 2025Jun 30, 2025 | CUBE CubeSmart | Sell - Position Exit | -33,286-100.0% |
Q2 2025Jun 30, 2025 | BA Boeing Company (The) | Sell - Position Exit | -33,436-100.0% |
Q2 2025Jun 30, 2025 | FE FirstEnergy Corp. | Sell - Position Exit | -33,830-100.0% |
Q2 2025Jun 30, 2025 | DXJ WisdomTree Japan Hedged Equity | Sell - Position Exit | -33,886-100.0% |
Q2 2025Jun 30, 2025 | MINT PIMCO Enhanced Short Maturity A | Sell - Position Exit | -34,030-100.0% |
Q2 2025Jun 30, 2025 | VB Vanguard Small-Cap ETF | Sell - Position Exit | -34,669-100.0% |
Q2 2025Jun 30, 2025 | SU Suncor Energy Inc. | Sell - Position Exit | -34,708-100.0% |
Q2 2025Jun 30, 2025 | EFAV iShares MSCI EAFE Min Vol Facto | Sell - Position Exit | -34,739-100.0% |
Q2 2025Jun 30, 2025 | RING iShares MSCI Global Gold Miners | Sell - Position Exit | -34,768-100.0% |
Q2 2025Jun 30, 2025 | IJJ iShares S&P Mid-Cap 400 Value E | Sell - Position Exit | -34,811-100.0% |
Q2 2025Jun 30, 2025 | PPC Pilgrim's Pride Corporation | Sell - Position Exit | -34,895-100.0% |
Q2 2025Jun 30, 2025 | A Agilent Technologies, Inc. | Sell - Position Exit | -35,004-100.0% |
Q2 2025Jun 30, 2025 | IHI iShares U.S. Medical Devices ET | Sell - Position Exit | -35,025-100.0% |
Q2 2025Jun 30, 2025 | DELL Dell Technologies Inc. | Sell - Position Exit | -35,049-100.0% |
Q2 2025Jun 30, 2025 | HUBB Hubbell Inc | Sell - Position Exit | -35,307-100.0% |
Q2 2025Jun 30, 2025 | UL Unilever PLC | Sell - Position Exit | -35,494-100.0% |
Q2 2025Jun 30, 2025 | CLF Cleveland-Cliffs Inc. | Sell - Position Exit | -35,701-100.0% |
Q2 2025Jun 30, 2025 | AZN Astrazeneca PLC | Sell - Position Exit | -35,711-100.0% |
Q2 2025Jun 30, 2025 | DUK Duke Energy Corporation (Holdin | Sell - Position Exit | -35,828-100.0% |
Q2 2025Jun 30, 2025 | PTEN Patterson-UTI Energy, Inc. | Sell - Position Exit | -36,561-100.0% |
Q2 2025Jun 30, 2025 | KGC Kinross Gold Corporation | Sell - Position Exit | -37,056-100.0% |
Q2 2025Jun 30, 2025 | AMAT Applied Materials, Inc. | Sell - Position Exit | -37,188-100.0% |
Q2 2025Jun 30, 2025 | XLK SPDR Select Sector Fund - Techn | Sell - Position Exit | -37,779-100.0% |
Q2 2025Jun 30, 2025 | NVDL GraniteShares 2x Long NVDA Dail | Sell - Position Exit | -37,823-100.0% |
Q2 2025Jun 30, 2025 | MPAA Motorcar Parts of America, Inc. | Sell - Position Exit | -38,062-100.0% |