- Sequoia Financial Advisors Portfolio

Period Date		Mar 31, 2025
Filing Date		Apr 23, 2025
Total Stocks		1352
Portfolio Value		$12.93B

Sequoia Financial Advisors Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q1 2025Mar 31, 2025	AXON Axon Enterprise, Inc.	Axon Enterprise, Inc.	Buy	+408+14.1%	$1.74M	3,306
Q1 2025Mar 31, 2025	WAB Westinghouse Air Brake Technolo	Westinghouse Air Brake Technolo	Buy	+393+8.3%	$928.48K	5,120
Q1 2025Mar 31, 2025	PSA Public Storage	Public Storage	Buy	+392+4.6%	$2.65M	8,864
Q1 2025Mar 31, 2025	TRV The Travelers Companies, Inc.	The Travelers Companies, Inc.	Buy	+390+3.3%	$3.22M	12,177
Q1 2025Mar 31, 2025	EBR Centrais Electricas Brasileiras	Centrais Electricas Brasileiras	Buy	+387+2.3%	$123.43K	17,385
Q1 2025Mar 31, 2025	SBUX Starbucks Corporation	Starbucks Corporation	Buy	+385+1.0%	$3.93M	40,073
Q1 2025Mar 31, 2025	ONB Old National Bancorp	Old National Bancorp	Buy	+384+2.0%	$414.29K	19,551
Q1 2025Mar 31, 2025	ADBE Adobe Inc.	Adobe Inc.	Buy	+379+4.6%	$3.29M	8,590
Q1 2025Mar 31, 2025	MPWR Monolithic Power Systems, Inc.	Monolithic Power Systems, Inc.	Buy	+378+23.1%	$1.17M	2,013
Q1 2025Mar 31, 2025	AIT Applied Industrial Technologies	Applied Industrial Technologies	Buy	+374+26.0%	$408.01K	1,811
Q1 2025Mar 31, 2025	SKM SK Telecom Co., Ltd.	SK Telecom Co., Ltd.	Buy	+373+1.9%	$419.35K	19,725
Q1 2025Mar 31, 2025	ESGU iShares ESG Aware MSCI USA ETF	iShares ESG Aware MSCI USA ETF	Buy	+365+3.2%	$1.46M	11,948
Q1 2025Mar 31, 2025	IXN iShares Global Tech ETF	iShares Global Tech ETF	Buy	+359+11.6%	$262.57K	3,467
Q1 2025Mar 31, 2025	VRSK Verisk Analytics, Inc.	Verisk Analytics, Inc.	Buy	+359+15.7%	$785.49K	2,639
Q1 2025Mar 31, 2025	VALE VALE S.A.	VALE S.A.	Buy	+343+2.1%	$169.80K	17,014
Q1 2025Mar 31, 2025	WF Woori Financial Group Inc.	Woori Financial Group Inc.	Buy	+342+1.4%	$835.51K	25,030
Q1 2025Mar 31, 2025	WDAY Workday, Inc.	Workday, Inc.	Buy	+339+10.6%	$824.78K	3,532
Q1 2025Mar 31, 2025	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+327+1.6%	$11.56M	21,092
Q1 2025Mar 31, 2025	SYK Stryker Corporation	Stryker Corporation	Buy	+316+2.6%	$4.61M	12,390
Q1 2025Mar 31, 2025	CTVA Corteva, Inc.	Corteva, Inc.	Buy	+305+2.0%	$1.00M	15,940
Q1 2025Mar 31, 2025	EFG iShares MSCI EAFE Growth ETF	iShares MSCI EAFE Growth ETF	Buy	+303+3.3%	$935.40K	9,354
Q1 2025Mar 31, 2025	GLDD Great Lakes Dredge & Dock Corpo	Great Lakes Dredge & Dock Corpo	Buy	+300+0.3%	$893.86K	102,742
Q1 2025Mar 31, 2025	FTCS First Trust Capital Strength ET	First Trust Capital Strength ET	Buy	+298+6.7%	$424.54K	4,736
Q1 2025Mar 31, 2025	WPM Wheaton Precious Metals Corp	Wheaton Precious Metals Corp	Buy	+297+5.8%	$418.59K	5,392
Q1 2025Mar 31, 2025	ENTG Entegris, Inc.	Entegris, Inc.	Buy	+285+11.5%	$242.06K	2,767
Q1 2025Mar 31, 2025	SPDW SPDR Portfolio Developed World	SPDR Portfolio Developed World	Buy	+285+1.4%	$773.03K	21,231
Q1 2025Mar 31, 2025	PXF Invesco FTSE RAFI Developed Mar	Invesco FTSE RAFI Developed Mar	Buy	+283+4.0%	$379.42K	7,298
Q1 2025Mar 31, 2025	NMR Nomura Holdings Inc	Nomura Holdings Inc	Buy	+281+0.9%	$201.98K	32,843
Q1 2025Mar 31, 2025	SE Sea Limited	Sea Limited	Buy	+279+8.6%	$461.41K	3,536
Q1 2025Mar 31, 2025	GNTX Gentex Corporation	Gentex Corporation	Buy	+278+0.5%	$1.19M	50,867

Page 62 of 733 • 21977 total trades

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