- 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 | AVEM Avantis Emerging Markets Equity | Sell - Position Exit | -54,062-100.0% |
Q2 2025Jun 30, 2025 | VV Vanguard Large-Cap ETF | Sell - Position Exit | -54,251-100.0% |
Q2 2025Jun 30, 2025 | TKC Turkcell Iletisim Hizmetleri AS | Sell - Position Exit | -54,968-100.0% |
Q2 2025Jun 30, 2025 | QRTEA Liberty Interactive Corporation | Sell - Position Exit | -55,070-100.0% |
Q2 2025Jun 30, 2025 | PFEB Innovator U.S. Equity Power Buf | Sell - Position Exit | -55,212-100.0% |
Q2 2025Jun 30, 2025 | HSBC HSBC Holdings, plc. | Sell - Position Exit | -55,785-100.0% |
Q2 2025Jun 30, 2025 | ING ING Group, N.V. | Sell - Position Exit | -55,864-100.0% |
Q2 2025Jun 30, 2025 | IWM iShares Russell 2000 ETF | Sell - Position Exit | -55,942-100.0% |
Q2 2025Jun 30, 2025 | XLE SPDR Select Sector Fund - Energ | Sell - Position Exit | -56,205-100.0% |
Q2 2025Jun 30, 2025 | WSBC WesBanco, Inc. | Sell - Position Exit | -56,723-100.0% |
Q2 2025Jun 30, 2025 | EMB iShares J.P. Morgan USD Emergin | Sell - Position Exit | -56,785-100.0% |
Q2 2025Jun 30, 2025 | NDAQ Nasdaq, Inc. | Sell - Position Exit | -57,171-100.0% |
Q2 2025Jun 30, 2025 | MFA MFA Financial, Inc. | Sell - Position Exit | -57,361-100.0% |
Q2 2025Jun 30, 2025 | CIG Comp En De Mn Cemig | Sell - Position Exit | -57,435-100.0% |
Q2 2025Jun 30, 2025 | SFLR Innovator ETFs Trust Innovator | Sell - Position Exit | -57,507-100.0% |
Q2 2025Jun 30, 2025 | SCHO Schwab Short-Term U.S. Treasury | Sell - Position Exit | -58,169-100.0% |
Q2 2025Jun 30, 2025 | PGR Progressive Corporation (The) | Sell - Position Exit | -58,739-100.0% |
Q2 2025Jun 30, 2025 | TW Tradeweb Markets Inc. | Sell - Position Exit | -59,161-100.0% |
Q2 2025Jun 30, 2025 | GPK Graphic Packaging Holding Compa | Sell - Position Exit | -59,759-100.0% |
Q2 2025Jun 30, 2025 | MFC Manulife Financial Corporation | Sell - Position Exit | -60,666-100.0% |
Q2 2025Jun 30, 2025 | KEP Korea Electric Power Corporatio | Sell - Position Exit | -60,708-100.0% |
Q2 2025Jun 30, 2025 | PAYX Paychex, Inc. | Sell - Position Exit | -61,393-100.0% |
Q2 2025Jun 30, 2025 | DVY iShares Select Dividend ETF | Sell - Position Exit | -61,502-100.0% |
Q2 2025Jun 30, 2025 | GVI iShares Intermediate Government | Sell - Position Exit | -62,171-100.0% |
Q2 2025Jun 30, 2025 | GOVT iShares U.S. Treasury Bond ETF | Sell - Position Exit | -62,208-100.0% |
Q2 2025Jun 30, 2025 | DLX Deluxe Corporation | Sell - Position Exit | -62,388-100.0% |
Q2 2025Jun 30, 2025 | UNP Union Pacific Corporation | Sell - Position Exit | -62,491-100.0% |
Q2 2025Jun 30, 2025 | WBD Warner Bros. Discovery, Inc. - | Sell - Position Exit | -62,966-100.0% |
Q2 2025Jun 30, 2025 | FNDA Schwab Fundamental U.S. Small C | Sell - Position Exit | -63,541-100.0% |
Q2 2025Jun 30, 2025 | VXRT Vaxart, Inc. - Common Stock | Sell - Position Exit | -63,613-100.0% |