- 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 2025Mar 31, 2025
KBH
KB Home
Sell
-112-1.1%
Q1 2025Mar 31, 2025
FE
FirstEnergy Corp.
Sell
-114-0.3%
Q1 2025Mar 31, 2025
VLTO
Veralto Corp
Sell
-116-1.8%
Q1 2025Mar 31, 2025
SYF
Synchrony Financial
Sell
-116-1.6%
Q1 2025Mar 31, 2025
NRG
NRG Energy, Inc.
Sell
-118-2.7%
Q1 2025Mar 31, 2025
VMC
Vulcan Materials Company (Holdi
Sell
-118-5.2%
Q1 2025Mar 31, 2025
ARCC
Ares Capital Corporation
Sell
-123-1.2%
Q1 2025Mar 31, 2025
REGN
Regeneron Pharmaceuticals, Inc.
Sell
-134-7.7%
Q1 2025Mar 31, 2025
HUM
Humana Inc.
Sell
-138-7.2%
Q1 2025Mar 31, 2025
URI
United Rentals, Inc.
Sell
-139-8.9%
Q1 2025Mar 31, 2025
EQIX
Equinix, Inc.
Sell
-144-6.7%
Q1 2025Mar 31, 2025
SBAC
SBA Communications Corporation
Sell
-144-4.1%
Q1 2025Mar 31, 2025
AME
AMETEK, Inc.
Sell
-144-2.5%
Q1 2025Mar 31, 2025
MNKD
MannKind Corporation
Sell
-153-0.3%
Q1 2025Mar 31, 2025
GUNR
FlexShares Global Upstream Natu
Sell
-158-1.9%
Q1 2025Mar 31, 2025
CRS
Carpenter Technology Corporatio
Sell
-159-8.3%
Q1 2025Mar 31, 2025
FUTU
Futu Holdings Limited
Sell
-163-3.7%
Q1 2025Mar 31, 2025
RMD
ResMed Inc.
Sell
-165-6.6%
Q1 2025Mar 31, 2025
JD
JD.com, Inc.
Sell
-169-1.7%
Q1 2025Mar 31, 2025
CMI
Cummins Inc.
Sell
-170-4.1%
Q1 2025Mar 31, 2025
WST
West Pharmaceutical Services, I
Sell
-170-12.7%
Q1 2025Mar 31, 2025
NDSN
Nordson Corporation
Sell
-174-2.8%
Q1 2025Mar 31, 2025
KEX
Kirby Corporation
Sell
-175-0.8%
Q1 2025Mar 31, 2025
MTB
M&T Bank Corporation
Sell
-175-3.7%
Q1 2025Mar 31, 2025
LBRT
Liberty Energy Inc.
Sell
-178-1.0%
Q1 2025Mar 31, 2025
FCNCA
First Citizens BancShares, Inc.
Sell
-182-59.1%
Q1 2025Mar 31, 2025
UTHR
United Therapeutics Corporation
Sell
-186-21.8%
Q1 2025Mar 31, 2025
EXAS
Exact Sciences Corporation
Sell
-187-2.2%
Q1 2025Mar 31, 2025
GMED
Globus Medical, Inc.
Sell
-188-0.2%
Q1 2025Mar 31, 2025
PODD
Insulet Corporation
Sell
-198-9.1%
Page 71 of 73321977 total trades