Portfolio (Quarterly)
Guide ↗
Sequoia Financial Advisors, LLC
· CIK 0001599900| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | SIVR | ABRDN SILVER ETF TRUST | Financial Services | 3,648 | $261K | 0.00% | SOLD |
| 42 | SCHP | SCHWAB STRATEGIC TR | — | 9,303 | $248K | 0.00% | SOLD |
| 43 | BOX | BOX INC | Technology | 10,363 | $245K | 0.00% | SOLD |
| 44 | APAM | ARTISAN PARTNERS ASSET MGMT | Financial Services | 6,597 | $240K | 0.00% | SOLD |
| 45 | GLBE | GLOBAL E ONLINE LTD | Consumer Cyclical | 7,650 | $236K | 0.00% | SOLD |
| 46 | UHAL | U HAUL HOLDING COMPANY | Industrials | 4,917 | $235K | 0.00% | SOLD |
| 47 | CAVA | CAVA GROUP INC | Consumer Cyclical | 2,899 | $235K | 0.00% | SOLD |
| 48 | FRHC | FREEDOM HOLDING CORP | Financial Services | 1,615 | $234K | 0.00% | SOLD |
| 49 | TTEK | TETRA TECH INC NEW | Industrials | 7,723 | $233K | 0.00% | SOLD |
| 50 | IGIB | ISHARES TR | — | 4,336 | $231K | 0.00% | SOLD |
| 51 | VNLA | JANUS DETROIT STR TR | — | 4,668 | $228K | 0.00% | SOLD |
| 52 | KNF | KNIFE RIVER CORP | Basic Materials | 2,786 | $227K | 0.00% | SOLD |
| 53 | IWX | ISHARES TR | — | 2,453 | $227K | 0.00% | SOLD |
| 54 | CUK | CARNIVAL PLC | Consumer Cyclical | 8,545 | $220K | 0.00% | SOLD |
| 55 | AG | FIRST MAJESTIC SILVER CORP | Basic Materials | 10,226 | $220K | 0.00% | SOLD |
| 56 | LTM | LATAM AIRLINES GROUP SA | Industrials | 4,403 | $218K | 0.00% | SOLD |
| 57 | — | EATON VANCE TAX-MANAGED BUY- | — | 15,900 | $217K | 0.00% | SOLD |
| 58 | CHWY | CHEWY INC | Consumer Cyclical | 8,044 | $217K | 0.00% | SOLD |
| 59 | BCH | BANCO DE CHILE | Financial Services | 5,760 | $213K | 0.00% | SOLD |
| 60 | THO | THOR INDS INC | Consumer Cyclical | 2,667 | $213K | 0.00% | SOLD |
Sector Allocation
Technology
30.5%
Financial Services
18.8%
Industrials
13.6%
Communication Services
8.2%
Healthcare
7.9%
Consumer Cyclical
7.8%
Consumer Defensive
4.3%
Energy
3.8%
Utilities
2.3%
Basic Materials
1.5%