Portfolio (Quarterly)
Guide ↗
Sequoia Financial Advisors, LLC
· CIK 0001599900| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | AVPT | AVEPOINT INC | Technology | 12,441 | $118K | 0.00% | SOLD |
| 82 | LEG | LEGGETT & PLATT INC | Consumer Cyclical | 11,410 | $113K | 0.00% | SOLD |
| 83 | RLJ | RLJ LODGING TR | Real Estate | 14,522 | $108K | 0.00% | SOLD |
| 84 | SOUN | SOUNDHOUND AI INC | Technology | 14,951 | $103K | 0.00% | SOLD |
| 85 | SUZ | SUZANO S A | Basic Materials | 10,034 | $100K | 0.00% | SOLD |
| 86 | SHO | SUNSTONE HOTEL INVS INC NEW | Real Estate | 10,058 | $91K | 0.00% | SOLD |
| 87 | HDSN | HUDSON TECHNOLOGIES INC | Basic Materials | 14,000 | $82K | — | SOLD |
| 88 | MRCC | MONROE CAP CORP | Financial Services | 17,000 | $78K | — | SOLD |
| 89 | LZ | LEGALZOOM COM INC | Industrials | 13,651 | $77K | — | SOLD |
| 90 | ORCL CALL | ORACLE CORP | Technology | 500 | $74K | — | SOLD |
| 91 | OPEN | OPENDOOR TECHNOLOGIES INC | Real Estate | 13,842 | $65K | — | SOLD |
| 92 | AVGO CALL | BROADCOM INC | Technology | 300 | $64K | — | SOLD |
| 93 | EQT CALL | EQT CORP | Energy | 1,000 | $64K | — | SOLD |
| 94 | AUR | AURORA INNOVATION INC | Technology | 12,901 | $53K | — | SOLD |
| 95 | BABA CALL | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 400 | $50K | — | SOLD |
| 96 | YEXT | YEXT INC | Technology | 12,641 | $49K | — | SOLD |
| 97 | NABL | N-ABLE INC | Technology | 10,181 | $48K | — | SOLD |
| 98 | GE PUT | GE AEROSPACE | Industrials | 100 | $28K | — | SOLD |
| 99 | EGHT | 8X8 INC NEW | Technology | 15,350 | $25K | — | SOLD |
| 100 | ADBE CALL | ADOBE INC | Technology | 100 | $24K | — | 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%