- 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 | GM General Motors Company | Sell - Position Exit | -47,870-100.0% |
Q2 2025Jun 30, 2025 | MUFG Mitsubishi UFJ Financial Group, | Sell - Position Exit | -48,130-100.0% |
Q2 2025Jun 30, 2025 | TSM Taiwan Semiconductor Manufactur | Sell - Position Exit | -48,340-100.0% |
Q2 2025Jun 30, 2025 | SUSB iShares ESG Aware 1-5 Year USD | Sell - Position Exit | -48,586-100.0% |
Q2 2025Jun 30, 2025 | UBER Uber Technologies, Inc. | Sell - Position Exit | -48,682-100.0% |
Q2 2025Jun 30, 2025 | TGT Target Corporation | Sell - Position Exit | -48,816-100.0% |
Q2 2025Jun 30, 2025 | SUSC iShares ESG Aware USD Corporate | Sell - Position Exit | -48,825-100.0% |
Q2 2025Jun 30, 2025 | CAE CAE Inc. | Sell - Position Exit | -49,556-100.0% |
Q2 2025Jun 30, 2025 | SHEL Shell PLC | Sell - Position Exit | -49,580-100.0% |
Q2 2025Jun 30, 2025 | ACN Accenture plc | Sell - Position Exit | -49,694-100.0% |
Q2 2025Jun 30, 2025 | KMB Kimberly-Clark Corporation | Sell - Position Exit | -49,750-100.0% |
Q2 2025Jun 30, 2025 | ET Energy Transfer LP | Sell - Position Exit | -49,852-100.0% |
Q2 2025Jun 30, 2025 | BBD Banco Bradesco Sa | Sell - Position Exit | -49,906-100.0% |
Q2 2025Jun 30, 2025 | TXT Textron Inc. | Sell - Position Exit | -49,942-100.0% |
Q2 2025Jun 30, 2025 | MNKD MannKind Corporation | Sell - Position Exit | -50,361-100.0% |
Q2 2025Jun 30, 2025 | JQUA JPMorgan U.S. Quality Factor ET | Sell - Position Exit | -50,599-100.0% |
Q2 2025Jun 30, 2025 | PH Parker-Hannifin Corporation | Sell - Position Exit | -50,776-100.0% |
Q2 2025Jun 30, 2025 | MNST Monster Beverage Corporation | Sell - Position Exit | -50,841-100.0% |
Q2 2025Jun 30, 2025 | GNTX Gentex Corporation | Sell - Position Exit | -50,867-100.0% |
Q2 2025Jun 30, 2025 | IVLU iShares MSCI Intl Value Factor | Sell - Position Exit | -51,779-100.0% |
Q2 2025Jun 30, 2025 | BK The Bank of New York Mellon Cor | Sell - Position Exit | -51,803-100.0% |
Q2 2025Jun 30, 2025 | SCHQ Schwab Long-Term U.S. Treasury | Sell - Position Exit | -51,917-100.0% |
Q2 2025Jun 30, 2025 | AXP American Express Company | Sell - Position Exit | -52,033-100.0% |
Q2 2025Jun 30, 2025 | UNH UnitedHealth Group Incorporated | Sell - Position Exit | -52,290-100.0% |
Q2 2025Jun 30, 2025 | UGP Ultrapar Participacoes S.A. (Ne | Sell - Position Exit | -52,395-100.0% |
Q2 2025Jun 30, 2025 | PXH Invesco FTSE RAFI Emerging Mark | Sell - Position Exit | -52,655-100.0% |
Q2 2025Jun 30, 2025 | VXUS Vanguard Total International St | Sell - Position Exit | -53,028-100.0% |
Q2 2025Jun 30, 2025 | BP BP p.l.c. | Sell - Position Exit | -53,127-100.0% |
Q2 2025Jun 30, 2025 | ZS Zscaler, Inc. | Sell - Position Exit | -53,311-100.0% |
Q2 2025Jun 30, 2025 | SPYV SPDR Series Trust SPDR Portfoli | Sell - Position Exit | -53,395-100.0% |