Portfolio (Quarterly)
Guide ↗
Sequoia Financial Advisors, LLC
· CIK 0001599900| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | CHE | CHEMED CORP NEW | Healthcare | 1,088 | $466K | 0.00% | SOLD |
| 22 | HLNE | HAMILTON LANE INC | Financial Services | 3,414 | $459K | 0.00% | SOLD |
| 23 | HIMS | HIMS & HERS HEALTH INC | Healthcare | 13,617 | $442K | 0.00% | SOLD |
| 24 | FSCO | FS CREDIT OPPORTUNITIES CORP | Financial Services | 67,473 | $425K | 0.00% | SOLD |
| 25 | PAG | PENSKE AUTOMOTIVE GRP INC | Consumer Cyclical | 2,577 | $408K | 0.00% | SOLD |
| 26 | — | SYNOVUS FINL CORP | — | 8,098 | $405K | 0.00% | SOLD |
| 27 | PNFP | PINNACLE FINL PARTNERS INC | Financial Services | 4,170 | $398K | 0.00% | SOLD |
| 28 | — | TXNM ENERGY INC | — | 6,622 | $390K | 0.00% | SOLD |
| 29 | WTFC | WINTRUST FINL CORP | Financial Services | 2,785 | $389K | 0.00% | SOLD |
| 30 | TMF CALL | DIREXION SHS ETF TR | — | 10,000 | $373K | 0.00% | SOLD |
| 31 | DV | DOUBLEVERIFY HLDGS INC | Technology | 32,513 | $372K | 0.00% | SOLD |
| 32 | ESS | ESSEX PPTY TR INC | Real Estate | 1,415 | $370K | 0.00% | SOLD |
| 33 | — | CIVITAS RESOURCES INC | — | 13,521 | $366K | 0.00% | SOLD |
| 34 | MMSI | MERIT MED SYS INC | Healthcare | 4,101 | $361K | 0.00% | SOLD |
| 35 | — | FRONTIER COMMUNICATIONS PARE | — | 9,443 | $359K | 0.00% | SOLD |
| 36 | HAE | HAEMONETICS CORP MASS | Healthcare | 4,480 | $359K | 0.00% | SOLD |
| 37 | OZK | BANK OZK LITTLE ROCK ARK | Financial Services | 7,770 | $358K | 0.00% | SOLD |
| 38 | — | PIPER SANDLER COMPANIES | — | 1,052 | $357K | 0.00% | SOLD |
| 39 | MP | MP MATERIALS CORP | Basic Materials | 7,012 | $354K | 0.00% | SOLD |
| 40 | Z | ZILLOW GROUP INC | Communication Services | 5,106 | $348K | 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%