- Sequoia Financial Advisors Portfolio

Name: Investment Portfolio Data
License: https://creativecommons.org/licenses/by/4.0/

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
Q3 2016Sep 30, 2016	AIG American International Group, I	American International Group, I	Buy	+13+0.3%	$245.00	4,121
Q3 2016Sep 30, 2016	SHW Sherwin-Williams Company (The)	Sherwin-Williams Company (The)	Buy	+1+0.0%	$830.00	3,002
Q3 2016Sep 30, 2016	CINF Cincinnati Financial Corporatio	Cincinnati Financial Corporatio	Sell	-9-0.2%	$341.00	4,523
Q3 2016Sep 30, 2016	YUM Yum! Brands, Inc.	Yum! Brands, Inc.	Sell	-10-0.0%	$6.99K	77,020
Q3 2016Sep 30, 2016	BA Boeing Company (The)	Boeing Company (The)	Sell	-14-0.7%	$265.00	2,008
Q3 2016Sep 30, 2016	CVS CVS Health Corporation	CVS Health Corporation	Sell	-18-0.5%	$336.00	3,773
Q3 2016Sep 30, 2016	WBA Walgreens Boots Alliance, Inc.	Walgreens Boots Alliance, Inc.	Sell	-18-0.7%	$209.00	2,587
Q3 2016Sep 30, 2016	SYY Sysco Corporation	Sysco Corporation	Sell	-20-0.5%	$203.00	4,148
Q3 2016Sep 30, 2016	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Sell	-30-0.8%	$270.00	3,609
Q3 2016Sep 30, 2016	NEE NextEra Energy, Inc.	NextEra Energy, Inc.	Sell	-41-1.4%	$364.00	2,972
Q3 2016Sep 30, 2016	FE FirstEnergy Corp.	FirstEnergy Corp.	Sell	-45-0.7%	$219.00	6,631
Q3 2016Sep 30, 2016	PPG PPG Industries, Inc.	PPG Industries, Inc.	Sell	-62-1.7%	$365.00	3,534
Q3 2016Sep 30, 2016	GD General Dynamics Corporation	General Dynamics Corporation	Sell	-72-5.0%	$214.00	1,381
Q3 2016Sep 30, 2016	INTU Intuit Inc.	Intuit Inc.	Sell	-85-0.1%	$8.50K	77,267
Q3 2016Sep 30, 2016	K Kellanova	Kellanova	Sell	-110-3.2%	$258.00	3,335
Q3 2016Sep 30, 2016	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-136-6.1%	$384.00	2,108
Q3 2016Sep 30, 2016	V Visa Inc.	Visa Inc.	Sell	-144-2.3%	$509.00	6,154
Q3 2016Sep 30, 2016	LANC Lancaster Colony Corporation	Lancaster Colony Corporation	Sell	-150-6.9%	$267.00	2,018
Q3 2016Sep 30, 2016	LMT Lockheed Martin Corporation	Lockheed Martin Corporation	Sell	-214-18.7%	$223.00	931
Q3 2016Sep 30, 2016	PNC PNC Financial Services Group, I	PNC Financial Services Group, I	Sell	-216-2.9%	$646.00	7,176
Q3 2016Sep 30, 2016	MMM 3M Company	3M Company	Sell	-224-12.5%	$278.00	1,575
Q3 2016Sep 30, 2016	HON Honeywell International Inc.	Honeywell International Inc.	Sell	-251-7.5%	$362.00	3,109
Q3 2016Sep 30, 2016	MO Altria Group, Inc.	Altria Group, Inc.	Sell	-265-5.1%	$311.00	4,917
Q3 2016Sep 30, 2016	VZ Verizon Communications Inc.	Verizon Communications Inc.	Sell	-266-2.6%	$526.00	10,123
Q3 2016Sep 30, 2016	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-272-2.1%	$1.51K	12,762
Q3 2016Sep 30, 2016	WPP WPP plc	WPP plc	Sell	-273-9.2%	$317.00	2,691
Q3 2016Sep 30, 2016	GLD SPDR Gold Trust	SPDR Gold Trust	Sell	-280-1.1%	$3.19K	25,362
Q3 2016Sep 30, 2016	MCD McDonald's Corporation	McDonald's Corporation	Sell	-286-9.1%	$330.00	2,862
Q3 2016Sep 30, 2016	DUK Duke Energy Corporation (Holdin	Duke Energy Corporation (Holdin	Sell	-286-8.3%	$253.00	3,165
Q3 2016Sep 30, 2016	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-295-4.1%	$990.00	6,850

Page 676 of 733 • 21977 total trades

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