- 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 | JNK SPDR Bloomberg High Yield Bond | Sell - Position Exit | -86,074-100.0% |
Q2 2025Jun 30, 2025 | TXN Texas Instruments Incorporated | Sell - Position Exit | -86,828-100.0% |
Q2 2025Jun 30, 2025 | DEHP Dimensional ETF Trust Dimension | Sell - Position Exit | -86,922-100.0% |
Q2 2025Jun 30, 2025 | SMFG Sumitomo Mitsui Financial Group | Sell - Position Exit | -88,493-100.0% |
Q2 2025Jun 30, 2025 | TSLA Tesla, Inc. | Sell - Position Exit | -88,671-100.0% |
Q2 2025Jun 30, 2025 | IVV iShares Core S&P 500 ETF | Sell - Position Exit | -88,916-100.0% |
Q2 2025Jun 30, 2025 | PM Philip Morris International Inc | Sell - Position Exit | -89,155-100.0% |
Q2 2025Jun 30, 2025 | DOC Healthpeak Properties, Inc. | Sell - Position Exit | -89,158-100.0% |
Q2 2025Jun 30, 2025 | VFVA Vanguard Wellington Fund ETF | Sell - Position Exit | -89,478-100.0% |
Q2 2025Jun 30, 2025 | KTOS Kratos Defense & Security Solut | Sell - Position Exit | -90,296-100.0% |
Q2 2025Jun 30, 2025 | AVDE Avantis International Equity ET | Sell - Position Exit | -91,265-100.0% |
Q2 2025Jun 30, 2025 | XSLV Invesco S&P SmallCap Low Volati | Sell - Position Exit | -92,390-100.0% |
Q2 2025Jun 30, 2025 | AEP American Electric Power Company | Sell - Position Exit | -92,747-100.0% |
Q2 2025Jun 30, 2025 | NEE NextEra Energy, Inc. | Sell - Position Exit | -93,601-100.0% |
Q2 2025Jun 30, 2025 | INTC Intel Corporation | Sell - Position Exit | -93,835-100.0% |
Q2 2025Jun 30, 2025 | ENB Enbridge Inc | Sell - Position Exit | -96,195-100.0% |
Q2 2025Jun 30, 2025 | XSMO Invesco S&P SmallCap Momentum E | Sell - Position Exit | -97,427-100.0% |
Q2 2025Jun 30, 2025 | UPS United Parcel Service, Inc. | Sell - Position Exit | -98,522-100.0% |
Q2 2025Jun 30, 2025 | FSK FS KKR Capital Corp. | Sell - Position Exit | -99,130-100.0% |
Q2 2025Jun 30, 2025 | ABEV Ambev S.A. | Sell - Position Exit | -99,571-100.0% |
Q2 2025Jun 30, 2025 | LPL LG Display Co, Ltd AMERICAN DEP | Sell - Position Exit | -99,944-100.0% |
Q2 2025Jun 30, 2025 | TMO Thermo Fisher Scientific Inc | Sell - Position Exit | -100,191-100.0% |
Q2 2025Jun 30, 2025 | ASX ASE Technology Holding Co., Ltd | Sell - Position Exit | -101,583-100.0% |
Q2 2025Jun 30, 2025 | IAUX i-80 Gold Corp. | Sell - Position Exit | -101,720-100.0% |
Q2 2025Jun 30, 2025 | GLDD Great Lakes Dredge & Dock Corpo | Sell - Position Exit | -102,742-100.0% |
Q2 2025Jun 30, 2025 | VEU Vanguard FTSE All World Ex US E | Sell - Position Exit | -104,127-100.0% |
Q2 2025Jun 30, 2025 | DIS Walt Disney Company (The) | Sell - Position Exit | -104,166-100.0% |
Q2 2025Jun 30, 2025 | ESI Element Solutions Inc. | Sell - Position Exit | -104,284-100.0% |
Q2 2025Jun 30, 2025 | SPYG SPDR Series Trust SPDR Portfoli | Sell - Position Exit | -104,755-100.0% |
Q2 2025Jun 30, 2025 | QQQ Invesco QQQ Trust, Series 1 | Sell - Position Exit | -105,720-100.0% |