Portfolio (Quarterly)
Guide ↗
Sequoia Financial Advisors, LLC
· CIK 0001599900| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | SUPN | SUPERNUS PHARMACEUTICALS | Healthcare | 4,099 | $212K | 0.00% | SOLD |
| 62 | YELP | YELP INC | Communication Services | 8,491 | $210K | 0.00% | SOLD |
| 63 | — | AMCOR PLC | — | 5,278 | $210K | 0.00% | SOLD |
| 64 | WLDN | WILLDAN GROUP INC | Industrials | 2,739 | $210K | 0.00% | SOLD |
| 65 | IDU | ISHARES TR | — | 1,803 | $209K | 0.00% | SOLD |
| 66 | BUZZ | VANECK ETF TRUST | — | 7,275 | $209K | 0.00% | SOLD |
| 67 | BIO | BIO RAD LABS INC | Healthcare | 750 | $209K | 0.00% | SOLD |
| 68 | FDP | FRESH DEL MONTE PRODUCE INC | Consumer Defensive | 5,173 | $208K | 0.00% | SOLD |
| 69 | — | JBS N.V. | — | 11,591 | $208K | 0.00% | SOLD |
| 70 | OR | OR ROYALTIES INC. | Basic Materials | 5,361 | $204K | 0.00% | SOLD |
| 71 | BKF | ISHARES INC | — | 5,000 | $203K | 0.00% | SOLD |
| 72 | WAY | WAYSTAR HLDG CORP | Technology | 8,405 | $203K | 0.00% | SOLD |
| 73 | BDC | BELDEN INC | Technology | 1,761 | $202K | 0.00% | SOLD |
| 74 | ICLN | ISHARES TR | — | 10,656 | $195K | 0.00% | SOLD |
| 75 | FIVN | FIVE9 INC | Technology | 10,494 | $159K | 0.00% | SOLD |
| 76 | ETY | EATON VANCE TAX-MANAGED DIVE | Financial Services | 11,483 | $158K | 0.00% | SOLD |
| 77 | NMRK | NEWMARK GROUP INC | Real Estate | 10,410 | $156K | 0.00% | SOLD |
| 78 | HLF | HERBALIFE LTD | Consumer Defensive | 10,296 | $152K | 0.00% | SOLD |
| 79 | GLD CALL | SPDR GOLD TR | Financial Services | 300 | $129K | 0.00% | SOLD |
| 80 | PSKY | PARAMOUNT SKYDANCE CORP | Communication Services | 13,521 | $122K | 0.00% | SOLD |
Sector Allocation
Technology
31.5%
Financial Services
19.3%
Industrials
14.1%
Healthcare
8.2%
Consumer Cyclical
8.1%
Communication Services
5.3%
Consumer Defensive
4.5%
Energy
3.9%
Utilities
2.3%
Basic Materials
1.5%