Sequoia Financial Advisors 13F Activity & Position Changes (Q1 2015)

As of Mar 31, 2015, the Sequoia Financial Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Apr 30, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2015, the filing reported:

New Buys - Abbott Laboratories, Alaska Air Group, Inc., Baidu, Inc., SPDR Bloomberg International Tr, Cardinal Health, Inc., and 25 more

Increases - Apple Inc., Accenture plc, Boeing Company (The), Becton, Dickinson and Company, Bristol-Myers Squibb Company, and 60 more

Reductions - iShares Core U.S. Aggregate Bon, Amgen Inc., Amazon.com, Inc., Banco Bilbao Vizcaya Argentaria, BP p.l.c., and 40 more

Complete Exits - Chemed Corp, CoStar Group, Inc., Fiserv, Inc., LKQ Corporation, Grand Canyon Education, Inc., and 3 more

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2015	AAPL Apple Inc.	Apple Inc.	Buy	+888	+2.1%	$5.46K	43,858
Q1 2015	ABT Abbott Laboratories	Abbott Laboratories	Buy - Position Entry	+4,691	-	$217.00	4,691
Q1 2015	ACN Accenture plc	Accenture plc	Buy	+12,961	+99.5%	$2.44K	25,986
Q1 2015	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Sell	-837	-26.8%	$255.00	2,285
Q1 2015	ALK Alaska Air Group, Inc.	Alaska Air Group, Inc.	Buy - Position Entry	+18,099	-	$1.20K	18,099
Q1 2015	AMGN Amgen Inc.	Amgen Inc.	Sell	-139	-2.5%	$883.00	5,522
Q1 2015	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-61	-5.4%	$394.00	1,060
Q1 2015	BA Boeing Company (The)	Boeing Company (The)	Buy	+166	+7.1%	$376.00	2,505
Q1 2015	BBVA Banco Bilbao Vizcaya Argentaria	Banco Bilbao Vizcaya Argentaria	Sell	-2,499	-12.5%	$175.00	17,442
Q1 2015	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Buy	+1,320	+7.4%	$2.75K	19,169
Q1 2015	BIDU Baidu, Inc.	Baidu, Inc.	Buy - Position Entry	+1,259	-	$262.00	1,259
Q1 2015	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Buy	+79	+1.6%	$327.00	5,070
Q1 2015	BP BP p.l.c.	BP p.l.c.	Sell	-114	-1.1%	$393.00	10,057
Q1 2015	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+69	+1.5%	$673.00	4,660
Q1 2015	BUD Anheuser-Busch Inbev SA Sponsor	Anheuser-Busch Inbev SA Sponsor	Sell	-725	-29.4%	$212.00	1,741
Q1 2015	BWX SPDR Bloomberg International Tr	SPDR Bloomberg International Tr	Buy - Position Entry	+8,546	-	$454.00	8,546
Q1 2015	C Citigroup, Inc.	Citigroup, Inc.	Sell	-1,165	-21.1%	$224.00	4,357
Q1 2015	CAH Cardinal Health, Inc.	Cardinal Health, Inc.	Buy - Position Entry	+12,620	-	$1.14K	12,620
Q1 2015	CHE Chemed Corp	Chemed Corp	Sell - Position Exit	-1,947	-100.0%	$0.00	-
Q1 2015	CLX Clorox Company (The)	Clorox Company (The)	Buy - Position Entry	+2,270	-	$251.00	2,270
Q1 2015	CNI Canadian National Railway Compa	Canadian National Railway Compa	Sell	-631	-13.9%	$262.00	3,923
Q1 2015	COF Capital One Financial Corporati	Capital One Financial Corporati	Sell	-1	-0.0%	$222.00	2,820
Q1 2015	COP ConocoPhillips	ConocoPhillips	Buy	+2,061	+18.6%	$818.00	13,141
Q1 2015	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Buy	+41,366	+60.8%	$3.01K	109,457
Q1 2015	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Sell - Position Exit	-1,102	-100.0%	$0.00	-
Q1 2015	CVS CVS Health Corporation	CVS Health Corporation	Sell	-124	-4.5%	$272.00	2,632
Q1 2015	CVX Chevron Corporation	Chevron Corporation	Buy	+2,093	+68.6%	$540.00	5,143
Q1 2015	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Buy	+11	+0.6%	$357.00	2,008
Q1 2015	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+326	+13.3%	$291.00	2,777
Q1 2015	DJP iPath Bloomberg Commodity Index	iPath Bloomberg Commodity Index	Sell	-171,986	-67.2%	$2.33K	83,961

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