- 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 2014Sep 30, 2014 | WMT Walmart Inc. | Sell | -1,011-3.9% |
Q3 2014Sep 30, 2014 | XOM Exxon Mobil Corporation | Sell | -1,030-7.2% |
Q3 2014Sep 30, 2014 | FI Fiserv, Inc. | Sell | -1,380-30.1% |
Q3 2014Sep 30, 2014 | GLD SPDR Gold Trust | Sell | -1,391-4.1% |
Q3 2014Sep 30, 2014 | ECL Ecolab Inc. | Sell | -1,438-39.8% |
Q3 2014Sep 30, 2014 | MMM 3M Company | Sell - Position Exit | -1,460-100.0% |
Q3 2014Sep 30, 2014 | ROP Roper Technologies, Inc. | Sell - Position Exit | -1,520-100.0% |
Q3 2014Sep 30, 2014 | SBUX Starbucks Corporation | Sell | -1,556-17.4% |
Q3 2014Sep 30, 2014 | CSGP CoStar Group, Inc. | Sell - Position Exit | -1,567-100.0% |
Q3 2014Sep 30, 2014 | AAPL Apple Inc. | Sell | -1,610-3.4% |
Q3 2014Sep 30, 2014 | MSFT Microsoft Corporation | Sell | -1,614-2.7% |
Q3 2014Sep 30, 2014 | VB Vanguard Small-Cap ETF | Sell - Position Exit | -1,787-100.0% |
Q3 2014Sep 30, 2014 | MD Pediatrix Medical Group, Inc. | Sell | -1,830-30.1% |
Q3 2014Sep 30, 2014 | VBR Vanguard Small-Cap Value ETF | Sell | -1,922-33.8% |
Q3 2014Sep 30, 2014 | BUD Anheuser-Busch Inbev SA Sponsor | Sell - Position Exit | -2,185-100.0% |
Q3 2014Sep 30, 2014 | LANC Lancaster Colony Corporation | Sell - Position Exit | -2,306-100.0% |
Q3 2014Sep 30, 2014 | PRLB Proto Labs, Inc. | Sell - Position Exit | -3,018-100.0% |
Q3 2014Sep 30, 2014 | TKR Timken Company (The) | Sell - Position Exit | -3,159-100.0% |
Q3 2014Sep 30, 2014 | LKQ LKQ Corporation | Sell | -3,695-29.8% |
Q3 2014Sep 30, 2014 | DWM WisdomTree International Equity | Sell - Position Exit | -3,748-100.0% |
Q3 2014Sep 30, 2014 | BRK-B Berkshire Hathaway Inc. New | Sell - Position Exit | -4,619-100.0% |
Q3 2014Sep 30, 2014 | XLU SPDR Select Sector Fund - Utili | Sell | -5,167-8.6% |
Q3 2014Sep 30, 2014 | FAST Fastenal Company | Sell - Position Exit | -5,507-100.0% |
Q3 2014Sep 30, 2014 | LOPE Grand Canyon Education, Inc. | Sell - Position Exit | -6,414-100.0% |
Q3 2014Sep 30, 2014 | BECN Beacon Roofing Supply, Inc. | Sell - Position Exit | -6,878-100.0% |
Q3 2014Sep 30, 2014 | SPSB SPDR Portfolio Short Term Corpo | Sell - Position Exit | -7,557-100.0% |
Q3 2014Sep 30, 2014 | GNTX Gentex Corporation | Sell - Position Exit | -7,608-100.0% |
Q3 2014Sep 30, 2014 | OKE ONEOK, Inc. | Sell - Position Exit | -7,636-100.0% |
Q3 2014Sep 30, 2014 | MDU MDU Resources Group, Inc. | Sell - Position Exit | -7,672-100.0% |
Q3 2014Sep 30, 2014 | MGA Magna International, Inc. | Sell - Position Exit | -9,983-100.0% |