- 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 | WM Waste Management, Inc. | Sell - Position Exit | -177,269-100.0% |
Q2 2025Jun 30, 2025 | KMI Kinder Morgan, Inc. | Sell - Position Exit | -179,404-100.0% |
Q2 2025Jun 30, 2025 | IBM International Business Machines | Sell - Position Exit | -179,625-100.0% |
Q2 2025Jun 30, 2025 | JCI Johnson Controls International | Sell - Position Exit | -182,411-100.0% |
Q2 2025Jun 30, 2025 | NLY Annaly Capital Management Inc. | Sell - Position Exit | -185,777-100.0% |
Q2 2025Jun 30, 2025 | MS Morgan Stanley | Sell - Position Exit | -187,793-100.0% |
Q2 2025Jun 30, 2025 | META Meta Platforms, Inc. | Sell - Position Exit | -189,614-100.0% |
Q2 2025Jun 30, 2025 | GLTR abrdn Physical Precious Metals | Sell - Position Exit | -190,178-100.0% |
Q2 2025Jun 30, 2025 | SJNK SPDR Bloomberg Short Term High | Sell - Position Exit | -190,251-100.0% |
Q2 2025Jun 30, 2025 | MPLX MPLX LP | Sell - Position Exit | -190,524-100.0% |
Q2 2025Jun 30, 2025 | VIG Vanguard Div Appreciation ETF | Sell - Position Exit | -192,134-100.0% |
Q2 2025Jun 30, 2025 | PANW Palo Alto Networks, Inc. | Sell - Position Exit | -193,591-100.0% |
Q2 2025Jun 30, 2025 | VTIP Vanguard Short-Term Inflation-P | Sell - Position Exit | -194,388-100.0% |
Q2 2025Jun 30, 2025 | KO Coca-Cola Company (The) | Sell - Position Exit | -196,331-100.0% |
Q2 2025Jun 30, 2025 | TJX TJX Companies, Inc. (The) | Sell - Position Exit | -199,027-100.0% |
Q2 2025Jun 30, 2025 | SCHE Schwab Emerging Markets Equity | Sell - Position Exit | -200,041-100.0% |
Q2 2025Jun 30, 2025 | RRR Red Rock Resorts, Inc. | Sell - Position Exit | -200,230-100.0% |
Q2 2025Jun 30, 2025 | CLRB Cellectar Biosciences, Inc. | Sell - Position Exit | -203,260-100.0% |
Q2 2025Jun 30, 2025 | F Ford Motor Company | Sell - Position Exit | -207,634-100.0% |
Q2 2025Jun 30, 2025 | SCI Service Corporation Internation | Sell - Position Exit | -209,308-100.0% |
Q2 2025Jun 30, 2025 | ORCL Oracle Corporation | Sell - Position Exit | -210,135-100.0% |
Q2 2025Jun 30, 2025 | OKE ONEOK, Inc. | Sell - Position Exit | -211,961-100.0% |
Q2 2025Jun 30, 2025 | SCHD Schwab US Dividend Equity ETF | Sell - Position Exit | -213,422-100.0% |
Q2 2025Jun 30, 2025 | HON Honeywell International Inc. | Sell - Position Exit | -217,529-100.0% |
Q2 2025Jun 30, 2025 | V Visa Inc. | Sell - Position Exit | -220,176-100.0% |
Q2 2025Jun 30, 2025 | MOAT VanEck Morningstar Wide Moat ET | Sell - Position Exit | -224,915-100.0% |
Q2 2025Jun 30, 2025 | PEP Pepsico, Inc. | Sell - Position Exit | -225,334-100.0% |
Q2 2025Jun 30, 2025 | BRK-B Berkshire Hathaway Inc. New | Sell - Position Exit | -227,315-100.0% |
Q2 2025Jun 30, 2025 | SCHV Schwab U.S. Large-Cap Value ETF | Sell - Position Exit | -230,264-100.0% |
Q2 2025Jun 30, 2025 | C Citigroup, Inc. | Sell - Position Exit | -238,789-100.0% |