- 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 2025Mar 31, 2025 | IFF International Flavors & Fragran | Sell - Position Exit | -2,723-100.0% |
Q1 2025Mar 31, 2025 | WPC W. P. Carey Inc. REIT | Sell | -2,733-1.8% |
Q1 2025Mar 31, 2025 | JXN Jackson Financial Inc. | Sell - Position Exit | -2,745-100.0% |
Q1 2025Mar 31, 2025 | CB Chubb Limited | Sell | -2,755-11.5% |
Q1 2025Mar 31, 2025 | GVI iShares Intermediate Government | Sell | -2,797-4.3% |
Q1 2025Mar 31, 2025 | WEAV Weave Communications, Inc. | Sell | -2,810-10.4% |
Q1 2025Mar 31, 2025 | PMAR Innovator U.S. Equity Power Buf | Sell | -2,885-23.6% |
Q1 2025Mar 31, 2025 | PUMP ProPetro Holding Corp. | Sell | -2,895-21.9% |
Q1 2025Mar 31, 2025 | CMPX Compass Therapeutics, Inc. | Sell | -2,942-9.5% |
Q1 2025Mar 31, 2025 | KMB Kimberly-Clark Corporation | Sell | -3,009-5.7% |
Q1 2025Mar 31, 2025 | PAYX Paychex, Inc. | Sell | -3,020-4.7% |
Q1 2025Mar 31, 2025 | STZ Constellation Brands, Inc. | Sell | -3,051-54.3% |
Q1 2025Mar 31, 2025 | CTRA Coterra Energy Inc. | Sell | -3,057-9.4% |
Q1 2025Mar 31, 2025 | SUSB iShares ESG Aware 1-5 Year USD | Sell | -3,092-6.0% |
Q1 2025Mar 31, 2025 | SUSC iShares ESG Aware USD Corporate | Sell | -3,151-6.1% |
Q1 2025Mar 31, 2025 | ULTA Ulta Beauty, Inc. | Sell | -3,156-71.2% |
Q1 2025Mar 31, 2025 | KTB Kontoor Brands, Inc. | Sell - Position Exit | -3,182-100.0% |
Q1 2025Mar 31, 2025 | TAL TAL Education Group | Sell | -3,320-20.0% |
Q1 2025Mar 31, 2025 | KVUE Kenvue Inc. | Sell | -3,356-11.5% |
Q1 2025Mar 31, 2025 | TKR Timken Company (The) | Sell - Position Exit | -3,368-100.0% |
Q1 2025Mar 31, 2025 | HPE Hewlett Packard Enterprise Comp | Sell | -3,451-13.8% |
Q1 2025Mar 31, 2025 | ALT Altimmune, Inc. | Sell | -3,500-25.6% |
Q1 2025Mar 31, 2025 | GDEN Golden Entertainment, Inc. | Sell | -3,548-0.5% |
Q1 2025Mar 31, 2025 | DFAS Dimensional U.S. Small Cap ETF | Sell | -3,568-0.7% |
Q1 2025Mar 31, 2025 | HHH Howard Hughes Holdings Inc. | Sell | -3,784-11.2% |
Q1 2025Mar 31, 2025 | CPB The Campbell's Company | Sell | -3,843-39.2% |
Q1 2025Mar 31, 2025 | JBLU JetBlue Airways Corporation | Sell | -3,861-21.8% |
Q1 2025Mar 31, 2025 | T AT&T Inc. | Sell | -3,873-1.0% |
Q1 2025Mar 31, 2025 | TGT Target Corporation | Sell | -3,916-7.4% |
Q1 2025Mar 31, 2025 | CM Canadian Imperial Bank of Comme | Sell - Position Exit | -3,977-100.0% |