- 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 | LGF-A Lions Gate Entertainment Corpor | Sell - Position Exit | -108,744-100.0% |
Q2 2025Jun 30, 2025 | MFG Mizuho Financial Group, Inc. Sp | Sell - Position Exit | -109,517-100.0% |
Q2 2025Jun 30, 2025 | TSCO Tractor Supply Company | Sell - Position Exit | -112,233-100.0% |
Q2 2025Jun 30, 2025 | RDNT RadNet, Inc. | Sell - Position Exit | -112,528-100.0% |
Q2 2025Jun 30, 2025 | SONY Sony Group Corporation | Sell - Position Exit | -113,092-100.0% |
Q2 2025Jun 30, 2025 | ITOT iShares Core S&P Total U.S. Sto | Sell - Position Exit | -113,582-100.0% |
Q2 2025Jun 30, 2025 | JPST JPMorgan Ultra-Short Income ETF | Sell - Position Exit | -115,866-100.0% |
Q2 2025Jun 30, 2025 | AJG Arthur J. Gallagher & Co. | Sell - Position Exit | -116,791-100.0% |
Q2 2025Jun 30, 2025 | VOE Vanguard Mid-Cap Value ETF | Sell - Position Exit | -116,967-100.0% |
Q2 2025Jun 30, 2025 | QCOM QUALCOMM Incorporated | Sell - Position Exit | -117,054-100.0% |
Q2 2025Jun 30, 2025 | LLY Eli Lilly and Company | Sell - Position Exit | -117,791-100.0% |
Q2 2025Jun 30, 2025 | MCD McDonald's Corporation | Sell - Position Exit | -118,423-100.0% |
Q2 2025Jun 30, 2025 | GOSS Gossamer Bio, Inc. | Sell - Position Exit | -118,500-100.0% |
Q2 2025Jun 30, 2025 | LCID Lucid Group, Inc. | Sell - Position Exit | -120,628-100.0% |
Q2 2025Jun 30, 2025 | RGTI Rigetti Computing, Inc. | Sell - Position Exit | -122,058-100.0% |
Q2 2025Jun 30, 2025 | AVRE Avantis Real Estate ETF | Sell - Position Exit | -124,729-100.0% |
Q2 2025Jun 30, 2025 | GBTC Grayscale Bitcoin Trust (BTC) | Sell - Position Exit | -125,277-100.0% |
Q2 2025Jun 30, 2025 | CAT Caterpillar, Inc. | Sell - Position Exit | -125,429-100.0% |
Q2 2025Jun 30, 2025 | BXSL Blackstone Secured Lending Fund | Sell - Position Exit | -125,900-100.0% |
Q2 2025Jun 30, 2025 | SAN Banco Santander, S.A. Sponsored | Sell - Position Exit | -126,369-100.0% |
Q2 2025Jun 30, 2025 | GS Goldman Sachs Group, Inc. (The) | Sell - Position Exit | -126,447-100.0% |
Q2 2025Jun 30, 2025 | MTN Vail Resorts, Inc. | Sell - Position Exit | -126,955-100.0% |
Q2 2025Jun 30, 2025 | XLU SPDR Select Sector Fund - Utili | Sell - Position Exit | -127,534-100.0% |
Q2 2025Jun 30, 2025 | IEMG iShares Core MSCI Emerging Mark | Sell - Position Exit | -128,010-100.0% |
Q2 2025Jun 30, 2025 | DGRW WisdomTree U.S. Quality Dividen | Sell - Position Exit | -128,399-100.0% |
Q2 2025Jun 30, 2025 | FNDX Schwab Fundamental U.S. Large C | Sell - Position Exit | -132,044-100.0% |
Q2 2025Jun 30, 2025 | TEVA Teva Pharmaceutical Industries | Sell - Position Exit | -132,752-100.0% |
Q2 2025Jun 30, 2025 | IEFA iShares Core MSCI EAFE ETF | Sell - Position Exit | -134,201-100.0% |
Q2 2025Jun 30, 2025 | CVX Chevron Corporation | Sell - Position Exit | -134,459-100.0% |
Q2 2025Jun 30, 2025 | DFIS Dimensional ETF Trust Dimension | Sell - Position Exit | -134,570-100.0% |