- 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 | ABT Abbott Laboratories | Sell - Position Exit | -9,993-100.0% |
Q4 2015Dec 31, 2015 | UPS United Parcel Service, Inc. | Sell - Position Exit | -10,378-100.0% |
Q4 2015Dec 31, 2015 | SCHO Schwab Short-Term U.S. Treasury | Sell - Position Exit | -11,587-100.0% |
Q4 2015Dec 31, 2015 | DXJ WisdomTree Japan Hedged Equity | Sell - Position Exit | -13,186-100.0% |
Q4 2015Dec 31, 2015 | NWBI Northwest Bancshares, Inc. | Sell | -15,275-52.1% |
Q4 2015Dec 31, 2015 | USDU WisdomTree Bloomberg U.S. Dolla | Sell - Position Exit | -15,608-100.0% |
Q4 2015Dec 31, 2015 | VEA Vanguard FTSE Developed Markets | Sell - Position Exit | -16,349-100.0% |
Q4 2015Dec 31, 2015 | GILD Gilead Sciences, Inc. | Sell | -17,479-59.4% |
Q4 2015Dec 31, 2015 | HON Honeywell International Inc. | Sell - Position Exit | -17,510-100.0% |
Q4 2015Dec 31, 2015 | SCHC Schwab International Small-Cap | Sell - Position Exit | -18,121-100.0% |
Q4 2015Dec 31, 2015 | CAH Cardinal Health, Inc. | Sell - Position Exit | -18,190-100.0% |
Q4 2015Dec 31, 2015 | ACN Accenture plc | Sell | -23,641-64.5% |
Q4 2015Dec 31, 2015 | ALK Alaska Air Group, Inc. | Sell - Position Exit | -24,007-100.0% |
Q4 2015Dec 31, 2015 | SCHA Schwab U.S. Small-Cap ETF | Sell - Position Exit | -29,577-100.0% |
Q4 2015Dec 31, 2015 | TSN Tyson Foods, Inc. | Sell - Position Exit | -37,696-100.0% |
Q4 2015Dec 31, 2015 | MOH Molina Healthcare Inc | Sell - Position Exit | -38,902-100.0% |
Q4 2015Dec 31, 2015 | NUV Nuveen Municipal Value Fund, In | Sell | -42,737-35.9% |
Q4 2015Dec 31, 2015 | SCHV Schwab U.S. Large-Cap Value ETF | Sell | -52,429-25.2% |
Q4 2015Dec 31, 2015 | CSCO Cisco Systems, Inc. | Sell | -74,394-52.2% |
Q4 2015Dec 31, 2015 | SCHX Schwab U.S. Large-Cap ETF | Sell - Position Exit | -94,633-100.0% |
Q4 2015Dec 31, 2015 | GII SPDR S&P Global Infrastructure | Sell - Position Exit | -102,875-100.0% |
Q4 2015Dec 31, 2015 | IWD iShares Russell 1000 Value ETF | Sell | -107,176-94.1% |
Q4 2015Dec 31, 2015 | SCHZ Schwab US Aggregate Bond ETF | Sell - Position Exit | -143,035-100.0% |
Q4 2015Dec 31, 2015 | SCHF Schwab International Equity ETF | Sell - Position Exit | -169,058-100.0% |
Q4 2015Dec 31, 2015 | QAI NYLI Hedge Multi-Strategy Track | Sell - Position Exit | -177,869-100.0% |
Q4 2015Dec 31, 2015 | SCHE Schwab Emerging Markets Equity | Sell - Position Exit | -207,846-100.0% |
Q4 2015Dec 31, 2015 | EFV iShares MSCI EAFE Value ETF | Sell - Position Exit | -210,670-100.0% |
Q4 2015Dec 31, 2015 | FNDF Schwab Fundamental Internationa | Sell - Position Exit | -243,907-100.0% |
Q4 2015Dec 31, 2015 | RWO SPDR DJ Wilshire Global Real Es | Sell | -520,084-72.4% |
Q3 2015Sep 30, 2015 | SCHX Schwab U.S. Large-Cap ETF | Buy | +69,036+269.7% |