- 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 | TFC Truist Financial Corporation | Sell - Position Exit | -38,333-100.0% |
Q2 2025Jun 30, 2025 | SPUS SP Funds S&P 500 Sharia Industr | Sell - Position Exit | -38,380-100.0% |
Q2 2025Jun 30, 2025 | PCG Pacific Gas & Electric Co. | Sell - Position Exit | -38,441-100.0% |
Q2 2025Jun 30, 2025 | BSX Boston Scientific Corporation | Sell - Position Exit | -38,455-100.0% |
Q2 2025Jun 30, 2025 | ZTS Zoetis Inc. | Sell - Position Exit | -38,765-100.0% |
Q2 2025Jun 30, 2025 | WY Weyerhaeuser Company | Sell - Position Exit | -39,196-100.0% |
Q2 2025Jun 30, 2025 | LQD iShares iBoxx $ Investment Grad | Sell - Position Exit | -39,551-100.0% |
Q2 2025Jun 30, 2025 | MU Micron Technology, Inc. | Sell - Position Exit | -39,720-100.0% |
Q2 2025Jun 30, 2025 | SBUX Starbucks Corporation | Sell - Position Exit | -40,073-100.0% |
Q2 2025Jun 30, 2025 | LOW Lowe's Companies, Inc. | Sell - Position Exit | -40,261-100.0% |
Q2 2025Jun 30, 2025 | SLV iShares Silver Trust | Sell - Position Exit | -40,485-100.0% |
Q2 2025Jun 30, 2025 | URBN Urban Outfitters, Inc. | Sell - Position Exit | -40,556-100.0% |
Q2 2025Jun 30, 2025 | WMB Williams Companies, Inc. (The) | Sell - Position Exit | -41,765-100.0% |
Q2 2025Jun 30, 2025 | BWXT BWX Technologies, Inc. | Sell - Position Exit | -43,322-100.0% |
Q2 2025Jun 30, 2025 | VOO Vanguard S&P 500 ETF | Sell - Position Exit | -43,822-100.0% |
Q2 2025Jun 30, 2025 | WSM Williams-Sonoma, Inc. | Sell - Position Exit | -44,398-100.0% |
Q2 2025Jun 30, 2025 | CVS CVS Health Corporation | Sell - Position Exit | -44,905-100.0% |
Q2 2025Jun 30, 2025 | MLSS Milestone Scientific, Inc. | Sell - Position Exit | -45,000-100.0% |
Q2 2025Jun 30, 2025 | SPTM SPDR Portfolio S&P 1500 Composi | Sell - Position Exit | -45,086-100.0% |
Q2 2025Jun 30, 2025 | IBIT iShares Bitcoin Trust ETF | Sell - Position Exit | -45,398-100.0% |
Q2 2025Jun 30, 2025 | IWR iShares Russell Mid-Cap ETF | Sell - Position Exit | -45,490-100.0% |
Q2 2025Jun 30, 2025 | AMD Advanced Micro Devices, Inc. | Sell - Position Exit | -45,811-100.0% |
Q2 2025Jun 30, 2025 | CSGP CoStar Group, Inc. | Sell - Position Exit | -46,073-100.0% |
Q2 2025Jun 30, 2025 | DVN Devon Energy Corporation | Sell - Position Exit | -46,505-100.0% |
Q2 2025Jun 30, 2025 | QLTA iShares Aaa A Rated Corporate B | Sell - Position Exit | -46,552-100.0% |
Q2 2025Jun 30, 2025 | MBB iShares MBS ETF | Sell - Position Exit | -46,783-100.0% |
Q2 2025Jun 30, 2025 | BXMT Blackstone Mortgage Trust, Inc. | Sell - Position Exit | -46,989-100.0% |
Q2 2025Jun 30, 2025 | AIV Apartment Investment and Manage | Sell - Position Exit | -47,071-100.0% |
Q2 2025Jun 30, 2025 | BUSE First Busey Corporation | Sell - Position Exit | -47,178-100.0% |
Q2 2025Jun 30, 2025 | GII SPDR S&P Global Infrastructure | Sell - Position Exit | -47,251-100.0% |