- 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 | COWZ Pacer US Cash Cows 100 ETF | Sell - Position Exit | -1,700,282-100.0% |
Q2 2025Jun 30, 2025 | BINC iShares Flexible Income Active | Sell - Position Exit | -1,805,801-100.0% |
Q2 2025Jun 30, 2025 | DFAI Dimensional International Core | Sell - Position Exit | -1,842,584-100.0% |
Q2 2025Jun 30, 2025 | DFCF Dimensional ETF Trust Dimension | Sell - Position Exit | -2,113,677-100.0% |
Q2 2025Jun 30, 2025 | JPIE JPMorgan Income ETF | Sell - Position Exit | -2,159,182-100.0% |
Q2 2025Jun 30, 2025 | NVDA NVIDIA Corporation | Sell - Position Exit | -2,244,064-100.0% |
Q2 2025Jun 30, 2025 | AXL American Axle & Manufacturing H | Sell - Position Exit | -2,250,455-100.0% |
Q2 2025Jun 30, 2025 | SCHX Schwab U.S. Large-Cap ETF | Sell - Position Exit | -2,534,479-100.0% |
Q2 2025Jun 30, 2025 | BSV Vanguard Short-Term Bond ETF | Sell - Position Exit | -2,558,043-100.0% |
Q2 2025Jun 30, 2025 | VCSH Vanguard Short-Term Corporate B | Sell - Position Exit | -3,176,770-100.0% |
Q2 2025Jun 30, 2025 | VONG Vanguard Russell 1000 Growth ET | Sell - Position Exit | -3,247,550-100.0% |
Q2 2025Jun 30, 2025 | VTI Vanguard Total Stock Market ETF | Sell - Position Exit | -3,458,636-100.0% |
Q2 2025Jun 30, 2025 | PYLD PIMCO U.S. Treasury Index Fund | Sell - Position Exit | -3,556,648-100.0% |
Q2 2025Jun 30, 2025 | DFEM Dimensional ETF Trust Dimension | Sell - Position Exit | -4,207,753-100.0% |
Q2 2025Jun 30, 2025 | DIHP Dimensional ETF Trust Dimension | Sell - Position Exit | -4,319,252-100.0% |
Q2 2025Jun 30, 2025 | IXUS iShares Core MSCI Total Interna | Sell - Position Exit | -5,051,836-100.0% |
Q2 2025Jun 30, 2025 | DSTL Distillate U.S. Fundamental Sta | Sell - Position Exit | -5,261,045-100.0% |
Q2 2025Jun 30, 2025 | DFAU Dimensional US Core Equity Mark | Sell - Position Exit | -5,627,695-100.0% |
Q1 2025Mar 31, 2025 | DSTL Distillate U.S. Fundamental Sta | Buy - Position Entry | +5,261,045 |
Q1 2025Mar 31, 2025 | DIHP Dimensional ETF Trust Dimension | Buy | +3,954,483+1084.1% |
Q1 2025Mar 31, 2025 | VCSH Vanguard Short-Term Corporate B | Buy | +2,965,656+1404.8% |
Q1 2025Mar 31, 2025 | DFEM Dimensional ETF Trust Dimension | Buy | +2,735,103+185.7% |
Q1 2025Mar 31, 2025 | BSV Vanguard Short-Term Bond ETF | Buy | +2,234,266+690.1% |
Q1 2025Mar 31, 2025 | COWZ Pacer US Cash Cows 100 ETF | Buy - Position Entry | +1,700,282 |
Q1 2025Mar 31, 2025 | ICOW Pacer Developed Markets Interna | Buy - Position Entry | +1,491,259 |
Q1 2025Mar 31, 2025 | CZR Caesars Entertainment, Inc. | Buy - Position Entry | +1,205,913 |
Q1 2025Mar 31, 2025 | IXUS iShares Core MSCI Total Interna | Buy | +932,456+22.6% |
Q1 2025Mar 31, 2025 | AVUV Avantis U.S. Small Cap Value ET | Buy | +798,761+1118.4% |
Q1 2025Mar 31, 2025 | DFCF Dimensional ETF Trust Dimension | Buy | +707,769+50.3% |
Q1 2025Mar 31, 2025 | DFAU Dimensional US Core Equity Mark | Buy | +683,205+13.8% |