- 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 |
|---|---|---|---|
Q4 2015Dec 31, 2015 | WFC Wells Fargo & Company | Sell | -2,499-25.9% |
Q4 2015Dec 31, 2015 | ADBE Adobe Inc. | Sell - Position Exit | -2,582-100.0% |
Q4 2015Dec 31, 2015 | KO Coca-Cola Company (The) | Sell | -2,664-35.3% |
Q4 2015Dec 31, 2015 | PG Procter & Gamble Company (The) | Sell | -2,714-15.3% |
Q4 2015Dec 31, 2015 | MRK Merck & Company, Inc. | Sell | -2,764-20.3% |
Q4 2015Dec 31, 2015 | VNQ Vanguard Real Estate ETF | Sell - Position Exit | -2,819-100.0% |
Q4 2015Dec 31, 2015 | CVX Chevron Corporation | Sell | -2,839-48.2% |
Q4 2015Dec 31, 2015 | CLX Clorox Company (The) | Sell - Position Exit | -2,841-100.0% |
Q4 2015Dec 31, 2015 | COP ConocoPhillips | Sell | -2,897-20.7% |
Q4 2015Dec 31, 2015 | NEE NextEra Energy, Inc. | Sell - Position Exit | -2,981-100.0% |
Q4 2015Dec 31, 2015 | SJM The J.M. Smucker Company | Sell | -2,999-14.4% |
Q4 2015Dec 31, 2015 | SHW Sherwin-Williams Company (The) | Sell - Position Exit | -3,030-100.0% |
Q4 2015Dec 31, 2015 | USB U.S. Bancorp | Sell | -3,154-36.3% |
Q4 2015Dec 31, 2015 | XOM Exxon Mobil Corporation | Sell | -3,470-21.4% |
Q4 2015Dec 31, 2015 | PEP Pepsico, Inc. | Sell | -3,546-32.8% |
Q4 2015Dec 31, 2015 | TJX TJX Companies, Inc. (The) | Sell - Position Exit | -4,093-100.0% |
Q4 2015Dec 31, 2015 | DUK Duke Energy Corporation (Holdin | Sell - Position Exit | -4,106-100.0% |
Q4 2015Dec 31, 2015 | NKE Nike, Inc. | Sell - Position Exit | -4,207-100.0% |
Q4 2015Dec 31, 2015 | SPY SPDR S&P 500 | Sell | -4,355-45.2% |
Q4 2015Dec 31, 2015 | ADP Automatic Data Processing, Inc. | Sell - Position Exit | -4,422-100.0% |
Q4 2015Dec 31, 2015 | MUB iShares National Muni Bond ETF | Sell - Position Exit | -4,513-100.0% |
Q4 2015Dec 31, 2015 | JNJ Johnson & Johnson | Sell | -5,452-45.4% |
Q4 2015Dec 31, 2015 | EBAY eBay Inc. | Sell | -5,711-53.9% |
Q4 2015Dec 31, 2015 | V Visa Inc. | Sell - Position Exit | -6,041-100.0% |
Q4 2015Dec 31, 2015 | SBUX Starbucks Corporation | Sell | -6,825-46.6% |
Q4 2015Dec 31, 2015 | ORCL Oracle Corporation | Sell | -6,860-57.4% |
Q4 2015Dec 31, 2015 | PFF iShares Preferred and Income Se | Sell | -6,971-41.7% |
Q4 2015Dec 31, 2015 | VWO Vanguard FTSE Emerging Markets | Sell | -7,226-28.2% |
Q4 2015Dec 31, 2015 | FDX FedEx Corporation | Sell - Position Exit | -9,115-100.0% |
Q4 2015Dec 31, 2015 | T AT&T Inc. | Sell | -9,348-38.2% |