- 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 |
|---|---|---|---|
Q2 2015Jun 30, 2015 | SPY SPDR S&P 500 | Sell | -188-2.9% |
Q2 2015Jun 30, 2015 | XLU SPDR Select Sector Fund - Utili | Sell | -198-0.7% |
Q2 2015Jun 30, 2015 | AMZN Amazon.com, Inc. | Sell | -243-22.9% |
Q2 2015Jun 30, 2015 | LQD iShares iBoxx $ Investment Grad | Sell | -345-4.6% |
Q2 2015Jun 30, 2015 | KO Coca-Cola Company (The) | Sell | -495-6.3% |
Q2 2015Jun 30, 2015 | LMT Lockheed Martin Corporation | Sell - Position Exit | -990-100.0% |
Q2 2015Jun 30, 2015 | YCS ProShares UltraShort Yen New | Sell | -1,000-17.3% |
Q2 2015Jun 30, 2015 | MMM 3M Company | Sell - Position Exit | -1,487-100.0% |
Q2 2015Jun 30, 2015 | ECL Ecolab Inc. | Sell - Position Exit | -1,852-100.0% |
Q2 2015Jun 30, 2015 | HD Home Depot, Inc. (The) | Sell - Position Exit | -1,873-100.0% |
Q2 2015Jun 30, 2015 | SRCL Stericycle, Inc. | Sell - Position Exit | -1,907-100.0% |
Q2 2015Jun 30, 2015 | VTI Vanguard Total Stock Market ETF | Sell - Position Exit | -2,078-100.0% |
Q2 2015Jun 30, 2015 | VBK Vanguard Small-Cap Growth ETF | Sell - Position Exit | -2,141-100.0% |
Q2 2015Jun 30, 2015 | LANC Lancaster Colony Corporation | Sell - Position Exit | -2,163-100.0% |
Q2 2015Jun 30, 2015 | KMI Kinder Morgan, Inc. | Sell | -2,191-13.9% |
Q2 2015Jun 30, 2015 | GLD SPDR Gold Trust | Sell | -2,895-9.6% |
Q2 2015Jun 30, 2015 | PH Parker-Hannifin Corporation | Sell | -4,000-23.1% |
Q2 2015Jun 30, 2015 | VTV Vanguard Value ETF | Sell - Position Exit | -4,025-100.0% |
Q2 2015Jun 30, 2015 | SLYV SPDR S&P 600 Small Cap Value ET | Sell - Position Exit | -5,671-100.0% |
Q2 2015Jun 30, 2015 | FE FirstEnergy Corp. | Sell - Position Exit | -5,866-100.0% |
Q2 2015Jun 30, 2015 | HCSG Healthcare Services Group, Inc. | Sell - Position Exit | -7,297-100.0% |
Q2 2015Jun 30, 2015 | HUM Humana Inc. | Sell | -7,578-48.3% |
Q2 2015Jun 30, 2015 | BWX SPDR Bloomberg International Tr | Sell - Position Exit | -8,546-100.0% |
Q2 2015Jun 30, 2015 | BDX Becton, Dickinson and Company | Sell | -8,740-45.6% |
Q2 2015Jun 30, 2015 | SCHG Schwab U.S. Large-Cap Growth ET | Sell | -12,245-59.1% |
Q2 2015Jun 30, 2015 | IBND SPDR Bloomberg International Co | Sell - Position Exit | -22,681-100.0% |
Q2 2015Jun 30, 2015 | DJP iPath Bloomberg Commodity Index | Sell | -38,401-45.7% |
Q1 2015Mar 31, 2015 | RWO SPDR DJ Wilshire Global Real Es | Buy | +370,375+186.5% |
Q1 2015Mar 31, 2015 | EFV iShares MSCI EAFE Value ETF | Buy - Position Entry | +143,563 |
Q1 2015Mar 31, 2015 | FNDF Schwab Fundamental Internationa | Buy - Position Entry | +138,344 |