- 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 | MAS Masco Corporation | Sell - Position Exit | -63,929-100.0% |
Q2 2025Jun 30, 2025 | ITUB Itau Unibanco Banco Holding SA | Sell - Position Exit | -64,009-100.0% |
Q2 2025Jun 30, 2025 | TAK Takeda Pharmaceutical Company L | Sell - Position Exit | -64,599-100.0% |
Q2 2025Jun 30, 2025 | BBVA Banco Bilbao Vizcaya Argentaria | Sell - Position Exit | -64,825-100.0% |
Q2 2025Jun 30, 2025 | EEMV iShares MSCI Emerging Markets M | Sell - Position Exit | -64,911-100.0% |
Q2 2025Jun 30, 2025 | GILD Gilead Sciences, Inc. | Sell - Position Exit | -65,000-100.0% |
Q2 2025Jun 30, 2025 | PWR Quanta Services, Inc. | Sell - Position Exit | -65,781-100.0% |
Q2 2025Jun 30, 2025 | DFSU Dimensional ETF Trust Dimension | Sell - Position Exit | -66,473-100.0% |
Q2 2025Jun 30, 2025 | VT Vanguard Total World Stock Inde | Sell - Position Exit | -66,933-100.0% |
Q2 2025Jun 30, 2025 | COP ConocoPhillips | Sell - Position Exit | -66,934-100.0% |
Q2 2025Jun 30, 2025 | EFA iShares MSCI EAFE ETF | Sell - Position Exit | -66,953-100.0% |
Q2 2025Jun 30, 2025 | FDN First Trust DJ Internet Index F | Sell - Position Exit | -67,340-100.0% |
Q2 2025Jun 30, 2025 | CPNG Coupang, Inc. | Sell - Position Exit | -68,105-100.0% |
Q2 2025Jun 30, 2025 | KEY KeyCorp | Sell - Position Exit | -68,857-100.0% |
Q2 2025Jun 30, 2025 | ZION Zions Bancorporation N.A. | Sell - Position Exit | -69,770-100.0% |
Q2 2025Jun 30, 2025 | COST Costco Wholesale Corporation | Sell - Position Exit | -70,068-100.0% |
Q2 2025Jun 30, 2025 | NAK Northern Dynasty Minerals, Ltd. | Sell - Position Exit | -70,500-100.0% |
Q2 2025Jun 30, 2025 | WAL Western Alliance Bancorporation | Sell - Position Exit | -70,635-100.0% |
Q2 2025Jun 30, 2025 | VNQI Vanguard Global ex-U.S. Real Es | Sell - Position Exit | -71,065-100.0% |
Q2 2025Jun 30, 2025 | AL Air Lease Corporation | Sell - Position Exit | -71,283-100.0% |
Q2 2025Jun 30, 2025 | JHX James Hardie Industries plc | Sell - Position Exit | -72,316-100.0% |
Q2 2025Jun 30, 2025 | NSC Norfolk Southern Corporation | Sell - Position Exit | -72,690-100.0% |
Q2 2025Jun 30, 2025 | SHM SPDR Nuveen Bloomberg Short Ter | Sell - Position Exit | -73,421-100.0% |
Q2 2025Jun 30, 2025 | GE GE Aerospace | Sell - Position Exit | -73,560-100.0% |
Q2 2025Jun 30, 2025 | RDY Dr. Reddy's Laboratories Ltd | Sell - Position Exit | -73,586-100.0% |
Q2 2025Jun 30, 2025 | APO Apollo Global Management, Inc. | Sell - Position Exit | -74,136-100.0% |
Q2 2025Jun 30, 2025 | LGF-B Lions Gate Entertainment Corpor | Sell - Position Exit | -74,273-100.0% |
Q2 2025Jun 30, 2025 | MO Altria Group, Inc. | Sell - Position Exit | -74,420-100.0% |
Q2 2025Jun 30, 2025 | DGRO iShares Core Dividend Growth ET | Sell - Position Exit | -74,490-100.0% |
Q2 2025Jun 30, 2025 | IEUR iShares Core MSCI Europe ETF | Sell - Position Exit | -74,774-100.0% |