- 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 | SPSM SPDR Portfolio S&P 600 Small Ca | Sell - Position Exit | -74,869-100.0% |
Q2 2025Jun 30, 2025 | INFY Infosys Limited | Sell - Position Exit | -75,005-100.0% |
Q2 2025Jun 30, 2025 | BYD Boyd Gaming Corporation | Sell - Position Exit | -75,012-100.0% |
Q2 2025Jun 30, 2025 | GMED Globus Medical, Inc. | Sell - Position Exit | -75,065-100.0% |
Q2 2025Jun 30, 2025 | PSLV Sprott Physical Silver Trust | Sell - Position Exit | -75,267-100.0% |
Q2 2025Jun 30, 2025 | IBN ICICI Bank Limited | Sell - Position Exit | -75,361-100.0% |
Q2 2025Jun 30, 2025 | LYG Lloyds Banking Group Plc | Sell - Position Exit | -75,371-100.0% |
Q2 2025Jun 30, 2025 | NOK Nokia Corporation Sponsored | Sell - Position Exit | -76,009-100.0% |
Q2 2025Jun 30, 2025 | ABBV AbbVie Inc. | Sell - Position Exit | -76,573-100.0% |
Q2 2025Jun 30, 2025 | IAU iShares Gold Trust Shares of th | Sell - Position Exit | -76,640-100.0% |
Q2 2025Jun 30, 2025 | GPN Global Payments Inc. | Sell - Position Exit | -77,029-100.0% |
Q2 2025Jun 30, 2025 | XLY SPDR Select Sector Fund - Consu | Sell - Position Exit | -77,491-100.0% |
Q2 2025Jun 30, 2025 | DFEV Dimensional ETF Trust Dimension | Sell - Position Exit | -77,976-100.0% |
Q2 2025Jun 30, 2025 | CHDN Churchill Downs, Incorporated | Sell - Position Exit | -78,126-100.0% |
Q2 2025Jun 30, 2025 | IWB iShares Russell 1000 ETF | Sell - Position Exit | -78,319-100.0% |
Q2 2025Jun 30, 2025 | ZWS Zurn Elkay Water Solutions Corp | Sell - Position Exit | -80,119-100.0% |
Q2 2025Jun 30, 2025 | PGX Invesco Preferred ETF | Sell - Position Exit | -80,504-100.0% |
Q2 2025Jun 30, 2025 | XLI SPDR Select Sector Fund - Indus | Sell - Position Exit | -80,653-100.0% |
Q2 2025Jun 30, 2025 | SLB Schlumberger N.V. | Sell - Position Exit | -81,040-100.0% |
Q2 2025Jun 30, 2025 | DNOW DNOW Inc. | Sell - Position Exit | -81,390-100.0% |
Q2 2025Jun 30, 2025 | FI Fiserv, Inc. | Sell - Position Exit | -82,131-100.0% |
Q2 2025Jun 30, 2025 | RYN Rayonier Inc. REIT | Sell - Position Exit | -82,302-100.0% |
Q2 2025Jun 30, 2025 | FSCO | Sell - Position Exit | -82,538-100.0% |
Q2 2025Jun 30, 2025 | SCHM Schwab U.S. Mid Cap ETF | Sell - Position Exit | -82,690-100.0% |
Q2 2025Jun 30, 2025 | CCJ Cameco Corporation | Sell - Position Exit | -82,939-100.0% |
Q2 2025Jun 30, 2025 | MMM 3M Company | Sell - Position Exit | -83,058-100.0% |
Q2 2025Jun 30, 2025 | NG Novagold Resources Inc. | Sell - Position Exit | -84,863-100.0% |
Q2 2025Jun 30, 2025 | SO Southern Company (The) | Sell - Position Exit | -84,943-100.0% |
Q2 2025Jun 30, 2025 | HLN Haleon plc | Sell - Position Exit | -85,411-100.0% |
Q2 2025Jun 30, 2025 | VNT Vontier Corporation | Sell - Position Exit | -85,944-100.0% |