- 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 |
|---|---|---|---|
Q1 2016Mar 31, 2016 | EBAY eBay Inc. | Sell | -4,600-94.2% |
Q1 2016Mar 31, 2016 | AMGN Amgen Inc. | Sell | -4,778-84.4% |
Q1 2016Mar 31, 2016 | YCS ProShares UltraShort Yen New | Sell - Position Exit | -4,779-100.0% |
Q1 2016Mar 31, 2016 | SAP SAP SE | Sell | -4,834-94.1% |
Q1 2016Mar 31, 2016 | RWX SPDR DJ Wilshire Intl Real Esta | Sell | -5,025-96.2% |
Q1 2016Mar 31, 2016 | XLK SPDR Select Sector Fund - Techn | Sell - Position Exit | -5,067-100.0% |
Q1 2016Mar 31, 2016 | JNJ Johnson & Johnson | Sell | -5,108-77.9% |
Q1 2016Mar 31, 2016 | USB U.S. Bancorp | Sell | -5,153-93.1% |
Q1 2016Mar 31, 2016 | ET Energy Transfer LP | Sell | -5,204-98.6% |
Q1 2016Mar 31, 2016 | PAA Plains All American Pipeline, L | Sell - Position Exit | -5,257-100.0% |
Q1 2016Mar 31, 2016 | VZ Verizon Communications Inc. | Sell | -5,302-89.9% |
Q1 2016Mar 31, 2016 | FE FirstEnergy Corp. | Sell | -5,489-96.1% |
Q1 2016Mar 31, 2016 | C Citigroup, Inc. | Sell - Position Exit | -5,522-100.0% |
Q1 2016Mar 31, 2016 | IMO Imperial Oil Limited | Sell - Position Exit | -6,095-100.0% |
Q1 2016Mar 31, 2016 | IVW iShares S&P 500 Growth ETF | Sell | -6,189-89.6% |
Q1 2016Mar 31, 2016 | PEP Pepsico, Inc. | Sell | -6,200-85.4% |
Q1 2016Mar 31, 2016 | NVO Novo Nordisk A/S | Sell - Position Exit | -6,221-100.0% |
Q1 2016Mar 31, 2016 | WFC Wells Fargo & Company | Sell | -6,389-89.4% |
Q1 2016Mar 31, 2016 | JPM JP Morgan Chase & Co. | Sell | -6,485-71.7% |
Q1 2016Mar 31, 2016 | LQD iShares iBoxx $ Investment Grad | Sell | -6,528-86.0% |
Q1 2016Mar 31, 2016 | SBUX Starbucks Corporation | Sell | -6,865-87.9% |
Q1 2016Mar 31, 2016 | EFA iShares MSCI EAFE ETF | Sell | -7,014-86.8% |
Q1 2016Mar 31, 2016 | HCSG Healthcare Services Group, Inc. | Sell - Position Exit | -7,802-100.0% |
Q1 2016Mar 31, 2016 | GILD Gilead Sciences, Inc. | Sell | -8,282-69.3% |
Q1 2016Mar 31, 2016 | SDY SPDR S&P Dividend ETF | Sell | -8,324-90.8% |
Q1 2016Mar 31, 2016 | LKQ LKQ Corporation | Sell - Position Exit | -8,712-100.0% |
Q1 2016Mar 31, 2016 | FLOT iShares Floating Rate Bond ETF | Sell - Position Exit | -8,732-100.0% |
Q1 2016Mar 31, 2016 | PFF iShares Preferred and Income Se | Sell | -8,875-91.1% |
Q1 2016Mar 31, 2016 | INTC Intel Corporation | Sell | -9,080-61.9% |
Q1 2016Mar 31, 2016 | IVE iShares S&P 500 Value ETF | Sell | -9,105-91.1% |