- 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 | DFIV Dimensional International Value | Sell - Position Exit | -636,012-100.0% |
Q2 2025Jun 30, 2025 | DFAX Dimensional World ex U.S. Core | Sell - Position Exit | -636,692-100.0% |
Q2 2025Jun 30, 2025 | GDEN Golden Entertainment, Inc. | Sell - Position Exit | -670,119-100.0% |
Q2 2025Jun 30, 2025 | FNDF Schwab Fundamental Internationa | Sell - Position Exit | -673,833-100.0% |
Q2 2025Jun 30, 2025 | SGOV iShares 0-3 Month Treasury Bond | Sell - Position Exit | -682,448-100.0% |
Q2 2025Jun 30, 2025 | MSFT Microsoft Corporation | Sell - Position Exit | -682,974-100.0% |
Q2 2025Jun 30, 2025 | WMT Walmart Inc. | Sell - Position Exit | -725,508-100.0% |
Q2 2025Jun 30, 2025 | VTV Vanguard Value ETF | Sell - Position Exit | -730,590-100.0% |
Q2 2025Jun 30, 2025 | DFNM Dimensional ETF Trust Dimension | Sell - Position Exit | -744,689-100.0% |
Q2 2025Jun 30, 2025 | BAC Bank of America Corporation | Sell - Position Exit | -747,440-100.0% |
Q2 2025Jun 30, 2025 | VCIT Vanguard Intermediate-Term Corp | Sell - Position Exit | -753,910-100.0% |
Q2 2025Jun 30, 2025 | BN Brookfield Corporation | Sell - Position Exit | -807,058-100.0% |
Q2 2025Jun 30, 2025 | AVUV Avantis U.S. Small Cap Value ET | Sell - Position Exit | -870,178-100.0% |
Q2 2025Jun 30, 2025 | IJR iShares Core S&P Small-Cap ETF | Sell - Position Exit | -949,474-100.0% |
Q2 2025Jun 30, 2025 | DFAT Dimensional U.S. Targeted Value | Sell - Position Exit | -1,014,429-100.0% |
Q2 2025Jun 30, 2025 | DUHP Dimensional ETF Trust Dimension | Sell - Position Exit | -1,027,196-100.0% |
Q2 2025Jun 30, 2025 | AMZN Amazon.com, Inc. | Sell - Position Exit | -1,068,948-100.0% |
Q2 2025Jun 30, 2025 | VEA Vanguard FTSE Developed Markets | Sell - Position Exit | -1,087,885-100.0% |
Q2 2025Jun 30, 2025 | ACWI iShares MSCI ACWI ETF | Sell - Position Exit | -1,124,773-100.0% |
Q2 2025Jun 30, 2025 | SCHG Schwab U.S. Large-Cap Growth ET | Sell - Position Exit | -1,148,999-100.0% |
Q2 2025Jun 30, 2025 | CZR Caesars Entertainment, Inc. | Sell - Position Exit | -1,205,913-100.0% |
Q2 2025Jun 30, 2025 | GDIV Harbor ETF Trust Harbor Dividen | Sell - Position Exit | -1,263,454-100.0% |
Q2 2025Jun 30, 2025 | LUMN Lumen Technologies, Inc. | Sell - Position Exit | -1,370,598-100.0% |
Q2 2025Jun 30, 2025 | SPGM SPDR Portfolio MSCI Global Stoc | Sell - Position Exit | -1,375,241-100.0% |
Q2 2025Jun 30, 2025 | VICI VICI Properties Inc. | Sell - Position Exit | -1,400,543-100.0% |
Q2 2025Jun 30, 2025 | DFUS Dimensional U.S. Equity Market | Sell - Position Exit | -1,456,020-100.0% |
Q2 2025Jun 30, 2025 | ICOW Pacer Developed Markets Interna | Sell - Position Exit | -1,491,259-100.0% |
Q2 2025Jun 30, 2025 | AAPL Apple Inc. | Sell - Position Exit | -1,516,003-100.0% |
Q2 2025Jun 30, 2025 | MUB iShares National Muni Bond ETF | Sell - Position Exit | -1,577,162-100.0% |
Q2 2025Jun 30, 2025 | VTEB Vanguard Tax-Exempt Bond ETF | Sell - Position Exit | -1,611,562-100.0% |