- 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 | WIT Wipro Limited | Sell - Position Exit | -374,039-100.0% |
Q2 2025Jun 30, 2025 | T AT&T Inc. | Sell - Position Exit | -377,746-100.0% |
Q2 2025Jun 30, 2025 | VWO Vanguard FTSE Emerging Markets | Sell - Position Exit | -397,637-100.0% |
Q2 2025Jun 30, 2025 | DFUV Dimensional ETF Trust Dimension | Sell - Position Exit | -404,406-100.0% |
Q2 2025Jun 30, 2025 | VNQ Vanguard Real Estate ETF | Sell - Position Exit | -409,447-100.0% |
Q2 2025Jun 30, 2025 | SCHA Schwab U.S. Small-Cap ETF | Sell - Position Exit | -423,335-100.0% |
Q2 2025Jun 30, 2025 | CMCSA Comcast Corporation | Sell - Position Exit | -426,880-100.0% |
Q2 2025Jun 30, 2025 | GOOGL Alphabet Inc. | Sell - Position Exit | -436,681-100.0% |
Q2 2025Jun 30, 2025 | GLD SPDR Gold Trust | Sell - Position Exit | -447,351-100.0% |
Q2 2025Jun 30, 2025 | TKO TKO Group Holdings, Inc. | Sell - Position Exit | -470,084-100.0% |
Q2 2025Jun 30, 2025 | DFAS Dimensional U.S. Small Cap ETF | Sell - Position Exit | -475,442-100.0% |
Q2 2025Jun 30, 2025 | GNSS Genasys Inc. | Sell - Position Exit | -477,883-100.0% |
Q2 2025Jun 30, 2025 | VONV Vanguard Russell 1000 Value ETF | Sell - Position Exit | -497,002-100.0% |
Q2 2025Jun 30, 2025 | DFAC Dimensional ETF Trust Dimension | Sell - Position Exit | -499,003-100.0% |
Q2 2025Jun 30, 2025 | DFAR Dimensional ETF Trust Dimension | Sell - Position Exit | -510,780-100.0% |
Q2 2025Jun 30, 2025 | IJH iShares Core S&P Mid-Cap ETF | Sell - Position Exit | -514,278-100.0% |
Q2 2025Jun 30, 2025 | XOM Exxon Mobil Corporation | Sell - Position Exit | -519,462-100.0% |
Q2 2025Jun 30, 2025 | WYNN Wynn Resorts, Limited | Sell - Position Exit | -525,353-100.0% |
Q2 2025Jun 30, 2025 | CWI SPDR MSCI ACWI ex-US ETF | Sell - Position Exit | -526,868-100.0% |
Q2 2025Jun 30, 2025 | BND Vanguard Total Bond Market ETF | Sell - Position Exit | -529,642-100.0% |
Q2 2025Jun 30, 2025 | SCHB Schwab U.S. Broad Market ETF | Sell - Position Exit | -537,515-100.0% |
Q2 2025Jun 30, 2025 | RTX RTX Corporation | Sell - Position Exit | -545,447-100.0% |
Q2 2025Jun 30, 2025 | GOOG Alphabet Inc. | Sell - Position Exit | -553,827-100.0% |
Q2 2025Jun 30, 2025 | AVGO Broadcom Inc. | Sell - Position Exit | -557,603-100.0% |
Q2 2025Jun 30, 2025 | PLNT Planet Fitness, Inc. | Sell - Position Exit | -562,920-100.0% |
Q2 2025Jun 30, 2025 | AVDV Avantis International Small Cap | Sell - Position Exit | -580,604-100.0% |
Q2 2025Jun 30, 2025 | SPLG SPDR Portfolio S&P 500 ETF | Sell - Position Exit | -580,968-100.0% |
Q2 2025Jun 30, 2025 | BNDX Vanguard Total International Bo | Sell - Position Exit | -587,231-100.0% |
Q2 2025Jun 30, 2025 | HBAN Huntington Bancshares Incorpora | Sell - Position Exit | -596,294-100.0% |
Q2 2025Jun 30, 2025 | MGV Vanguard Mega Cap Value ETF | Sell - Position Exit | -616,026-100.0% |