Portfolio (Quarterly)
Guide ↗
Sequoia Financial Advisors, LLC
· CIK 0001599900| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 141 | VFC | V F CORP | Consumer Cyclical | 11,039 | $200K | 0.00% | SOLD |
| 142 | COST CALL | COSTCO WHSL CORP NEW | Consumer Defensive | 200 | $172K | 0.00% | SOLD |
| 143 | BBDC | BARINGS BDC INC | Financial Services | 14,854 | $136K | 0.00% | SOLD |
| 144 | TDG PUT | TRANSDIGM GROUP INC | Industrials | 100 | $133K | 0.00% | SOLD |
| 145 | GOOG CALL | ALPHABET INC | Communication Services | 400 | $126K | 0.00% | SOLD |
| 146 | GE CALL | GE AEROSPACE | Industrials | 400 | $123K | 0.00% | SOLD |
| 147 | WU | WESTERN UN CO | Financial Services | 13,027 | $121K | 0.00% | SOLD |
| 148 | LCID | LUCID GROUP INC | Consumer Cyclical | 10,746 | $114K | 0.00% | SOLD |
| 149 | CLSK | CLEANSPARK INC | Technology | 10,385 | $105K | 0.00% | SOLD |
| 150 | BGY | BLACKROCK ENHANCED INTL DIV | Financial Services | 17,763 | $104K | 0.00% | SOLD |
| 151 | BGC | BGC GROUP INC | Financial Services | 11,225 | $100K | 0.00% | SOLD |
| 152 | OGN | ORGANON & CO | Healthcare | 12,916 | $93K | 0.00% | SOLD |
| 153 | — | TELEFONICA S A | — | 17,549 | $71K | — | SOLD |
| 154 | — | DOLLY VARDEN SILVER CORP | — | 14,937 | $66K | — | SOLD |
| 155 | IBM CALL | INTERNATIONAL BUSINESS MACHS | Technology | 200 | $59K | — | SOLD |
| 156 | ALT | ALTIMMUNE INC | Healthcare | 12,428 | $45K | — | SOLD |
| 157 | ALIT | ALIGHT INC | Technology | 22,472 | $44K | — | SOLD |
| 158 | AMGN CALL | AMGEN INC | Healthcare | 100 | $33K | — | SOLD |
| 159 | RC | READY CAPITAL CORP | Real Estate | 12,577 | $27K | — | SOLD |
| 160 | MRVL CALL | MARVELL TECHNOLOGY INC | Technology | 300 | $25K | — | 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%