- 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

DateSymbolTypeQuantity
Q1 2015Mar 31, 2015
SCHE
Schwab Emerging Markets Equity
Buy - Position Entry
+137,057
Q1 2015Mar 31, 2015
QAI
NYLI Hedge Multi-Strategy Track
Buy - Position Entry
+127,866
Q1 2015Mar 31, 2015
SCHF
Schwab International Equity ETF
Buy - Position Entry
+113,015
Q1 2015Mar 31, 2015
SCHZ
Schwab US Aggregate Bond ETF
Buy - Position Entry
+112,333
Q1 2015Mar 31, 2015
GII
SPDR S&P Global Infrastructure
Buy - Position Entry
+68,387
Q1 2015Mar 31, 2015
IWD
iShares Russell 1000 Value ETF
Buy
+61,832+914.8%
Q1 2015Mar 31, 2015
CSCO
Cisco Systems, Inc.
Buy
+41,366+60.8%
Q1 2015Mar 31, 2015
TSN
Tyson Foods, Inc.
Buy - Position Entry
+27,735
Q1 2015Mar 31, 2015
SCHX
Schwab U.S. Large-Cap ETF
Buy - Position Entry
+24,010
Q1 2015Mar 31, 2015
SCHV
Schwab U.S. Large-Cap Value ETF
Buy
+22,749+14.5%
Q1 2015Mar 31, 2015
IBND
SPDR Bloomberg International Co
Buy - Position Entry
+22,681
Q1 2015Mar 31, 2015
SCHA
Schwab U.S. Small-Cap ETF
Buy - Position Entry
+20,631
Q1 2015Mar 31, 2015
NUV
Nuveen Municipal Value Fund, In
Buy
+18,957+24.8%
Q1 2015Mar 31, 2015
VEA
Vanguard FTSE Developed Markets
Buy - Position Entry
+18,414
Q1 2015Mar 31, 2015
ALK
Alaska Air Group, Inc.
Buy - Position Entry
+18,099
Q1 2015Mar 31, 2015
ACN
Accenture plc
Buy
+12,961+99.5%
Q1 2015Mar 31, 2015
CAH
Cardinal Health, Inc.
Buy - Position Entry
+12,620
Q1 2015Mar 31, 2015
HON
Honeywell International Inc.
Buy - Position Entry
+12,562
Q1 2015Mar 31, 2015
GILD
Gilead Sciences, Inc.
Buy
+12,559+105.1%
Q1 2015Mar 31, 2015
NWBI
Northwest Bancshares, Inc.
Buy
+10,275+73.0%
Q1 2015Mar 31, 2015
UPS
United Parcel Service, Inc.
Buy - Position Entry
+10,122
Q1 2015Mar 31, 2015
BWX
SPDR Bloomberg International Tr
Buy - Position Entry
+8,546
Q1 2015Mar 31, 2015
T
AT&T Inc.
Buy
+5,784+38.1%
Q1 2015Mar 31, 2015
VWO
Vanguard FTSE Emerging Markets
Buy
+5,566+30.2%
Q1 2015Mar 31, 2015
ABT
Abbott Laboratories
Buy - Position Entry
+4,691
Q1 2015Mar 31, 2015
MUB
iShares National Muni Bond ETF
Buy - Position Entry
+4,569
Q1 2015Mar 31, 2015
IEMG
iShares Core MSCI Emerging Mark
Buy - Position Entry
+4,180
Q1 2015Mar 31, 2015
DUK
Duke Energy Corporation (Holdin
Buy - Position Entry
+4,106
Q1 2015Mar 31, 2015
JNJ
Johnson & Johnson
Buy
+3,350+50.7%
Q1 2015Mar 31, 2015
EPD
Enterprise Products Partners L.
Buy
+3,200+10.1%
Page 709 of 73321977 total trades