- 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 | IWF iShares Russell 1000 Growth ETF | Sell | -9,237-94.2% |
Q1 2016Mar 31, 2016 | BANR Banner Corporation | Sell | -9,431-95.8% |
Q1 2016Mar 31, 2016 | GUNR FlexShares Global Upstream Natu | Sell | -9,777-97.7% |
Q1 2016Mar 31, 2016 | BP BP p.l.c. | Sell | -9,835-96.7% |
Q1 2016Mar 31, 2016 | MRK Merck & Company, Inc. | Sell | -10,012-92.2% |
Q1 2016Mar 31, 2016 | SPSB SPDR Portfolio Short Term Corpo | Sell | -10,100-97.3% |
Q1 2016Mar 31, 2016 | COP ConocoPhillips | Sell | -10,527-95.0% |
Q1 2016Mar 31, 2016 | XOM Exxon Mobil Corporation | Sell | -11,269-88.2% |
Q1 2016Mar 31, 2016 | ACN Accenture plc | Sell | -12,458-95.6% |
Q1 2016Mar 31, 2016 | USCI United States Commodity Index F | Sell - Position Exit | -13,366-100.0% |
Q1 2016Mar 31, 2016 | PG Procter & Gamble Company (The) | Sell | -13,459-89.4% |
Q1 2016Mar 31, 2016 | NWBI Northwest Bancshares, Inc. | Sell | -13,641-96.9% |
Q1 2016Mar 31, 2016 | XLF SPDR Select Sector Fund - Finan | Sell - Position Exit | -13,769-100.0% |
Q1 2016Mar 31, 2016 | T AT&T Inc. | Sell | -14,029-92.8% |
Q1 2016Mar 31, 2016 | SIRI SiriusXM Holdings Inc. | Sell | -14,253-99.7% |
Q1 2016Mar 31, 2016 | HUM Humana Inc. | Sell - Position Exit | -15,169-100.0% |
Q1 2016Mar 31, 2016 | KMI Kinder Morgan, Inc. | Sell - Position Exit | -15,590-100.0% |
Q1 2016Mar 31, 2016 | SJM The J.M. Smucker Company | Sell | -16,442-92.6% |
Q1 2016Mar 31, 2016 | PH Parker-Hannifin Corporation | Sell | -16,477-95.3% |
Q1 2016Mar 31, 2016 | VWO Vanguard FTSE Emerging Markets | Sell | -17,620-95.7% |
Q1 2016Mar 31, 2016 | BDX Becton, Dickinson and Company | Sell - Position Exit | -17,849-100.0% |
Q1 2016Mar 31, 2016 | VOD Vodafone Group Plc | Sell | -18,554-96.6% |
Q1 2016Mar 31, 2016 | SLYV SPDR S&P 600 Small Cap Value ET | Sell - Position Exit | -18,856-100.0% |
Q1 2016Mar 31, 2016 | ITUB Itau Unibanco Banco Holding SA | Sell | -18,902-99.4% |
Q1 2016Mar 31, 2016 | PFE Pfizer, Inc. | Sell | -19,347-96.1% |
Q1 2016Mar 31, 2016 | BBVA Banco Bilbao Vizcaya Argentaria | Sell | -19,846-99.5% |
Q1 2016Mar 31, 2016 | PNC PNC Financial Services Group, I | Sell | -21,258-97.0% |
Q1 2016Mar 31, 2016 | WMT Walmart Inc. | Sell | -21,521-84.2% |
Q1 2016Mar 31, 2016 | F Ford Motor Company | Sell | -22,087-98.8% |
Q1 2016Mar 31, 2016 | AAPL Apple Inc. | Sell | -22,370-52.2% |