Portfolio (Quarterly)
Guide ↗
Sequoia Financial Advisors, LLC
· CIK 0001599900| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | PENN | PENN ENTERTAINMENT INC | Consumer Cyclical | 432,295 | $6.4M | 0.04% | SOLD |
| 2 | GOOGL PUT | ALPHABET INC | Communication Services | 12,700 | $4.0M | 0.02% | SOLD |
| 3 | — | ASTRAZENECA PLC | — | 39,691 | $3.6M | 0.02% | SOLD |
| 4 | HQY | HEALTHEQUITY INC | Healthcare | 36,141 | $3.3M | 0.02% | SOLD |
| 5 | WMT CALL | WALMART INC | Consumer Defensive | 15,000 | $1.7M | 0.01% | SOLD |
| 6 | AON PUT | AON PLC | Financial Services | 3,700 | $1.3M | 0.01% | SOLD |
| 7 | — | EXACT SCIENCES CORP | — | 11,120 | $1.1M | 0.01% | SOLD |
| 8 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | — | 22,391 | $1.1M | 0.01% | SOLD |
| 9 | — | COMERICA INC | — | 9,191 | $799K | 0.00% | SOLD |
| 10 | RHI | ROBERT HALF INC. | Industrials | 27,129 | $737K | 0.00% | SOLD |
| 11 | ASGN | ASGN INC | Technology | 12,807 | $617K | 0.00% | SOLD |
| 12 | AMH | AMERICAN HOMES 4 RENT | Real Estate | 18,805 | $604K | 0.00% | SOLD |
| 13 | NEU | NEWMARKET CORP | Basic Materials | 868 | $597K | 0.00% | SOLD |
| 14 | OKLO | OKLO INC | Utilities | 7,854 | $564K | 0.00% | SOLD |
| 15 | MMS | MAXIMUS INC | Industrials | 6,503 | $561K | 0.00% | SOLD |
| 16 | EPAM | EPAM SYS INC | Technology | 2,683 | $550K | 0.00% | SOLD |
| 17 | POOL | POOL CORP | Industrials | 2,328 | $533K | 0.00% | SOLD |
| 18 | — | CYBERARK SOFTWARE LTD | — | 1,129 | $504K | 0.00% | SOLD |
| 19 | — | AMCOR PLC | — | 60,070 | $501K | 0.00% | SOLD |
| 20 | AN | AUTONATION INC | Consumer Cyclical | 2,417 | $499K | 0.00% | SOLD |
Sector Allocation
Technology
27.7%
Financial Services
19.0%
Industrials
12.6%
Consumer Cyclical
9.2%
Communication Services
8.3%
Healthcare
7.7%
Consumer Defensive
5.0%
Energy
4.7%
Utilities
2.3%
Basic Materials
2.3%