- 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 | UMC United Microelectronics Corpora | Sell - Position Exit | -136,450-100.0% |
Q2 2025Jun 30, 2025 | MTUM iShares MSCI USA Momentum Facto | Sell - Position Exit | -139,903-100.0% |
Q2 2025Jun 30, 2025 | VBR Vanguard Small-Cap Value ETF | Sell - Position Exit | -140,404-100.0% |
Q2 2025Jun 30, 2025 | SUB iShares Short-Term National Mun | Sell - Position Exit | -140,816-100.0% |
Q2 2025Jun 30, 2025 | CSX CSX Corporation | Sell - Position Exit | -144,076-100.0% |
Q2 2025Jun 30, 2025 | LH Labcorp Holdings Inc. | Sell - Position Exit | -144,161-100.0% |
Q2 2025Jun 30, 2025 | BMY Bristol-Myers Squibb Company | Sell - Position Exit | -146,132-100.0% |
Q2 2025Jun 30, 2025 | WPC W. P. Carey Inc. REIT | Sell - Position Exit | -146,276-100.0% |
Q2 2025Jun 30, 2025 | LNG Cheniere Energy, Inc. | Sell - Position Exit | -147,715-100.0% |
Q2 2025Jun 30, 2025 | JEF Jefferies Financial Group Inc. | Sell - Position Exit | -148,717-100.0% |
Q2 2025Jun 30, 2025 | AMGN Amgen Inc. | Sell - Position Exit | -149,061-100.0% |
Q2 2025Jun 30, 2025 | CSCO Cisco Systems, Inc. | Sell - Position Exit | -150,155-100.0% |
Q2 2025Jun 30, 2025 | VSS Vanguard FTSE All-Wld ex-US SmC | Sell - Position Exit | -152,187-100.0% |
Q2 2025Jun 30, 2025 | SHW Sherwin-Williams Company (The) | Sell - Position Exit | -152,602-100.0% |
Q2 2025Jun 30, 2025 | SPY SPDR S&P 500 | Sell - Position Exit | -153,333-100.0% |
Q2 2025Jun 30, 2025 | NWBI Northwest Bancshares, Inc. | Sell - Position Exit | -154,776-100.0% |
Q2 2025Jun 30, 2025 | RSP Invesco S&P 500 Equal Weight ET | Sell - Position Exit | -155,378-100.0% |
Q2 2025Jun 30, 2025 | VMBS Vanguard Mortgage-Backed Securi | Sell - Position Exit | -155,577-100.0% |
Q2 2025Jun 30, 2025 | HD Home Depot, Inc. (The) | Sell - Position Exit | -156,165-100.0% |
Q2 2025Jun 30, 2025 | AGG iShares Core U.S. Aggregate Bon | Sell - Position Exit | -159,780-100.0% |
Q2 2025Jun 30, 2025 | JMST JPMorgan Ultra-Short Municipal | Sell - Position Exit | -163,984-100.0% |
Q2 2025Jun 30, 2025 | QUAL iShares MSCI USA Quality Factor | Sell - Position Exit | -167,954-100.0% |
Q2 2025Jun 30, 2025 | BX Blackstone Inc. | Sell - Position Exit | -169,621-100.0% |
Q2 2025Jun 30, 2025 | VUG Vanguard Growth ETF | Sell - Position Exit | -170,093-100.0% |
Q2 2025Jun 30, 2025 | MMC Marsh & McLennan Companies, Inc | Sell - Position Exit | -170,440-100.0% |
Q2 2025Jun 30, 2025 | SPLV Invesco S&P 500 Low Volatility | Sell - Position Exit | -171,743-100.0% |
Q2 2025Jun 30, 2025 | USB U.S. Bancorp | Sell - Position Exit | -172,295-100.0% |
Q2 2025Jun 30, 2025 | FBND Fidelity Total Bond ETF | Sell - Position Exit | -172,333-100.0% |
Q2 2025Jun 30, 2025 | FTRE Fortrea Holdings Inc. | Sell - Position Exit | -174,357-100.0% |
Q2 2025Jun 30, 2025 | XLC The Communication Services Sele | Sell - Position Exit | -175,357-100.0% |