- 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 | ABT Abbott Laboratories | Sell - Position Exit | -238,858-100.0% |
Q2 2025Jun 30, 2025 | JNJ Johnson & Johnson | Sell - Position Exit | -242,467-100.0% |
Q2 2025Jun 30, 2025 | USMV iShares MSCI USA Min Vol Factor | Sell - Position Exit | -245,358-100.0% |
Q2 2025Jun 30, 2025 | SCHF Schwab International Equity ETF | Sell - Position Exit | -249,224-100.0% |
Q2 2025Jun 30, 2025 | IVW iShares S&P 500 Growth ETF | Sell - Position Exit | -250,312-100.0% |
Q2 2025Jun 30, 2025 | CRM Salesforce, Inc. | Sell - Position Exit | -250,446-100.0% |
Q2 2025Jun 30, 2025 | FMB First Trust Managed Municipal E | Sell - Position Exit | -253,818-100.0% |
Q2 2025Jun 30, 2025 | DD DuPont de Nemours, Inc. | Sell - Position Exit | -256,053-100.0% |
Q2 2025Jun 30, 2025 | VZ Verizon Communications Inc. | Sell - Position Exit | -259,797-100.0% |
Q2 2025Jun 30, 2025 | WD Walker & Dunlop, Inc | Sell - Position Exit | -261,980-100.0% |
Q2 2025Jun 30, 2025 | ACWX iShares MSCI ACWI ex U.S. ETF | Sell - Position Exit | -268,940-100.0% |
Q2 2025Jun 30, 2025 | MRK Merck & Company, Inc. | Sell - Position Exit | -280,446-100.0% |
Q2 2025Jun 30, 2025 | PLTR Palantir Technologies Inc. | Sell - Position Exit | -284,808-100.0% |
Q2 2025Jun 30, 2025 | BKLN Invesco Senior Loan ETF | Sell - Position Exit | -285,163-100.0% |
Q2 2025Jun 30, 2025 | BAM Brookfield Asset Management Inc | Sell - Position Exit | -289,382-100.0% |
Q2 2025Jun 30, 2025 | XYL Xylem Inc. | Sell - Position Exit | -296,408-100.0% |
Q2 2025Jun 30, 2025 | IQLT iShares MSCI Intl Quality Facto | Sell - Position Exit | -301,566-100.0% |
Q2 2025Jun 30, 2025 | WFC Wells Fargo & Company | Sell - Position Exit | -301,572-100.0% |
Q2 2025Jun 30, 2025 | VGSH Vanguard Short-Term Treasury ET | Sell - Position Exit | -312,848-100.0% |
Q2 2025Jun 30, 2025 | PG Procter & Gamble Company (The) | Sell - Position Exit | -317,814-100.0% |
Q2 2025Jun 30, 2025 | EFV iShares MSCI EAFE Value ETF | Sell - Position Exit | -318,776-100.0% |
Q2 2025Jun 30, 2025 | SCHW Charles Schwab Corporation (The | Sell - Position Exit | -328,160-100.0% |
Q2 2025Jun 30, 2025 | PFF iShares Preferred and Income Se | Sell - Position Exit | -335,669-100.0% |
Q2 2025Jun 30, 2025 | DISV Dimensional ETF Trust Dimension | Sell - Position Exit | -345,927-100.0% |
Q2 2025Jun 30, 2025 | JPM JP Morgan Chase & Co. | Sell - Position Exit | -348,688-100.0% |
Q2 2025Jun 30, 2025 | TDVG T. Rowe Price Dividend Growth E | Sell - Position Exit | -350,230-100.0% |
Q2 2025Jun 30, 2025 | IMTM iShares MSCI Intl Momentum Fact | Sell - Position Exit | -351,651-100.0% |
Q2 2025Jun 30, 2025 | DFAE Dimensional Emerging Core Equit | Sell - Position Exit | -354,033-100.0% |
Q2 2025Jun 30, 2025 | PFE Pfizer, Inc. | Sell - Position Exit | -356,705-100.0% |
Q2 2025Jun 30, 2025 | XLF SPDR Select Sector Fund - Finan | Sell - Position Exit | -360,634-100.0% |