Portfolio (Quarterly)
Guide ↗
Sequoia Financial Advisors, LLC
· CIK 0001599900| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | FBIN | FORTUNE BRANDS INNOVATIONS I | Industrials | 5,893 | $295K | 0.00% | SOLD |
| 62 | WING | WINGSTOP INC | Consumer Cyclical | 1,235 | $295K | 0.00% | SOLD |
| 63 | — | APARTMENT INVT & MGMT CO | — | 49,418 | $294K | 0.00% | SOLD |
| 64 | LAD | LITHIA MTRS INC | Consumer Cyclical | 877 | $291K | 0.00% | SOLD |
| 65 | CVCO | CAVCO INDS INC DEL | Consumer Cyclical | 491 | $290K | 0.00% | SOLD |
| 66 | ERIE | ERIE INDTY CO | Financial Services | 1,001 | $287K | 0.00% | SOLD |
| 67 | ACIW | ACI WORLDWIDE INC | Technology | 5,986 | $286K | 0.00% | SOLD |
| 68 | GSLC | GOLDMAN SACHS ETF TR | — | 2,091 | $277K | 0.00% | SOLD |
| 69 | MCY | MERCURY GENL CORP NEW | Financial Services | 2,930 | $276K | 0.00% | SOLD |
| 70 | ARKK | ARK ETF TR | — | 3,548 | $273K | 0.00% | SOLD |
| 71 | QFIN | QFIN HOLDINGS INC | Financial Services | 14,111 | $272K | 0.00% | SOLD |
| 72 | PRI | PRIMERICA INC | Financial Services | 1,044 | $270K | 0.00% | SOLD |
| 73 | OLLI | OLLIES BARGAIN OUTLET HLDGS | Consumer Defensive | 2,424 | $266K | 0.00% | SOLD |
| 74 | WMS | ADVANCED DRAIN SYS INC DEL | Industrials | 1,833 | $265K | 0.00% | SOLD |
| 75 | LPX | LOUISIANA PAC CORP | Basic Materials | 3,285 | $265K | 0.00% | SOLD |
| 76 | TCBI | TEXAS CAP BANCSHARES INC | Financial Services | 2,922 | $265K | 0.00% | SOLD |
| 77 | ETHA | ISHARES ETHEREUM TR | Financial Services | 11,779 | $264K | 0.00% | SOLD |
| 78 | UPST | UPSTART HLDGS INC | Financial Services | 6,007 | $263K | 0.00% | SOLD |
| 79 | BXP | BXP INC | Real Estate | 3,892 | $263K | 0.00% | SOLD |
| 80 | SPHD | INVESCO EXCH TRADED FD TR II | — | 5,457 | $262K | 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%