- 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 |
---|---|---|---|
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% |