Portfolio (Quarterly)
Guide ↗
Sequoia Financial Advisors, LLC
· CIK 0001599900| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | — | GALAXY DIGITAL INC. | — | 10,543 | $236K | 0.00% | SOLD |
| 102 | CHDN | CHURCHILL DOWNS INC | Consumer Cyclical | 2,069 | $235K | 0.00% | SOLD |
| 103 | WIX | WIX COM LTD | Technology | 2,263 | $235K | 0.00% | SOLD |
| 104 | WPP | WPP PLC NEW | Communication Services | 10,468 | $235K | 0.00% | SOLD |
| 105 | — | PERIMETER SOLUTIONS INC | — | 8,524 | $235K | 0.00% | SOLD |
| 106 | UE | URBAN EDGE PPTYS | Real Estate | 12,063 | $231K | 0.00% | SOLD |
| 107 | — | MIND MEDICINE MINDMED INC | — | 17,173 | $230K | 0.00% | SOLD |
| 108 | AROC | ARCHROCK INC | Energy | 8,652 | $225K | 0.00% | SOLD |
| 109 | SHOO | MADDEN STEVEN LTD | Consumer Cyclical | 5,398 | $225K | 0.00% | SOLD |
| 110 | HURN | HURON CONSULTING GROUP INC | Industrials | 1,296 | $224K | 0.00% | SOLD |
| 111 | PFSI | PENNYMAC FINL SVCS INC NEW | Financial Services | 1,688 | $223K | 0.00% | SOLD |
| 112 | RLI | RLI CORP | Financial Services | 3,432 | $220K | 0.00% | SOLD |
| 113 | JETS | ETF SER SOLUTIONS | — | 7,811 | $219K | 0.00% | SOLD |
| 114 | OLED | UNIVERSAL DISPLAY CORP | Technology | 1,863 | $218K | 0.00% | SOLD |
| 115 | ONON | ON HLDG AG | Consumer Cyclical | 4,679 | $217K | 0.00% | SOLD |
| 116 | — | JBT MAREL CORPORATION | — | 1,443 | $217K | 0.00% | SOLD |
| 117 | VGM | INVESCO TR INVT GRADE MUNS | Financial Services | 20,953 | $217K | 0.00% | SOLD |
| 118 | — | RALLIANT CORP | — | 4,219 | $215K | 0.00% | SOLD |
| 119 | PFGC | PERFORMANCE FOOD GROUP CO | Consumer Defensive | 2,385 | $214K | 0.00% | SOLD |
| 120 | NMIH | NMI HLDGS INC | Financial Services | 5,246 | $214K | 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%