- 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 |
|---|---|---|---|
Q3 2015Sep 30, 2015 | IBN ICICI Bank Limited | Sell | -1,967-6.8% |
Q3 2015Sep 30, 2015 | YCS ProShares UltraShort Yen New | Sell | -2,127-44.6% |
Q3 2015Sep 30, 2015 | TRV The Travelers Companies, Inc. | Sell - Position Exit | -2,307-100.0% |
Q3 2015Sep 30, 2015 | XLK SPDR Select Sector Fund - Techn | Sell | -2,407-32.2% |
Q3 2015Sep 30, 2015 | SCHG Schwab U.S. Large-Cap Growth ET | Sell | -2,440-28.8% |
Q3 2015Sep 30, 2015 | SIRI SiriusXM Holdings Inc. | Sell | -2,500-17.5% |
Q3 2015Sep 30, 2015 | COF Capital One Financial Corporati | Sell - Position Exit | -2,869-100.0% |
Q3 2015Sep 30, 2015 | OXY Occidental Petroleum Corporatio | Sell - Position Exit | -2,906-100.0% |
Q3 2015Sep 30, 2015 | VYM Vanguard High Dividend Yield ET | Sell - Position Exit | -3,028-100.0% |
Q3 2015Sep 30, 2015 | SPSB SPDR Portfolio Short Term Corpo | Sell | -3,225-26.1% |
Q3 2015Sep 30, 2015 | VEA Vanguard FTSE Developed Markets | Sell | -3,268-16.7% |
Q3 2015Sep 30, 2015 | ABBV AbbVie Inc. | Sell - Position Exit | -3,318-100.0% |
Q3 2015Sep 30, 2015 | AIG American International Group, I | Sell - Position Exit | -3,517-100.0% |
Q3 2015Sep 30, 2015 | BAX Baxter International Inc. | Sell - Position Exit | -3,579-100.0% |
Q3 2015Sep 30, 2015 | TGT Target Corporation | Sell - Position Exit | -4,053-100.0% |
Q3 2015Sep 30, 2015 | IEMG iShares Core MSCI Emerging Mark | Sell - Position Exit | -4,180-100.0% |
Q3 2015Sep 30, 2015 | XLF SPDR Select Sector Fund - Finan | Sell | -4,284-31.0% |
Q3 2015Sep 30, 2015 | ET Energy Transfer LP | Sell - Position Exit | -4,817-100.0% |
Q3 2015Sep 30, 2015 | IMO Imperial Oil Limited | Sell - Position Exit | -5,314-100.0% |
Q3 2015Sep 30, 2015 | PH Parker-Hannifin Corporation | Sell | -5,613-42.2% |
Q3 2015Sep 30, 2015 | PAA Plains All American Pipeline, L | Sell - Position Exit | -5,703-100.0% |
Q3 2015Sep 30, 2015 | FAST Fastenal Company | Sell - Position Exit | -5,747-100.0% |
Q3 2015Sep 30, 2015 | SCHO Schwab Short-Term U.S. Treasury | Sell | -6,885-37.3% |
Q3 2015Sep 30, 2015 | XLU SPDR Select Sector Fund - Utili | Sell | -7,294-25.1% |
Q3 2015Sep 30, 2015 | HUM Humana Inc. | Sell - Position Exit | -8,123-100.0% |
Q3 2015Sep 30, 2015 | FLOT iShares Floating Rate Bond ETF | Sell - Position Exit | -8,727-100.0% |
Q3 2015Sep 30, 2015 | BDX Becton, Dickinson and Company | Sell - Position Exit | -10,429-100.0% |
Q3 2015Sep 30, 2015 | DJP iPath Bloomberg Commodity Index | Sell | -14,011-30.8% |
Q3 2015Sep 30, 2015 | QCOM QUALCOMM Incorporated | Sell | -16,254-52.3% |
Q3 2015Sep 30, 2015 | PNC PNC Financial Services Group, I | Sell | -16,480-68.9% |