- 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
Q1 2015Mar 31, 2015	IMO Imperial Oil Limited	Imperial Oil Limited	Sell	-790-13.0%	$212.00	5,305
Q1 2015Mar 31, 2015	NVO Novo Nordisk A/S	Novo Nordisk A/S	Sell	-792-12.7%	$290.00	5,429
Q1 2015Mar 31, 2015	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Sell	-837-26.8%	$255.00	2,285
Q1 2015Mar 31, 2015	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Sell - Position Exit	-1,102-100.0%	$0.00	-
Q1 2015Mar 31, 2015	C Citigroup, Inc.	Citigroup, Inc.	Sell	-1,165-21.1%	$224.00	4,357
Q1 2015Mar 31, 2015	XLU SPDR Select Sector Fund - Utili	SPDR Select Sector Fund - Utili	Sell	-1,337-4.4%	$1.30K	29,265
Q1 2015Mar 31, 2015	WDC Western Digital Corporation	Western Digital Corporation	Sell - Position Exit	-1,947-100.0%	$0.00	-
Q1 2015Mar 31, 2015	CHE Chemed Corp	Chemed Corp	Sell - Position Exit	-1,947-100.0%	$0.00	-
Q1 2015Mar 31, 2015	ITUB Itau Unibanco Banco Holding SA	Itau Unibanco Banco Holding SA	Sell	-2,139-11.2%	$187.00	16,879
Q1 2015Mar 31, 2015	BBVA Banco Bilbao Vizcaya Argentaria	Banco Bilbao Vizcaya Argentaria	Sell	-2,499-12.5%	$175.00	17,442
Q1 2015Mar 31, 2015	FI Fiserv, Inc.	Fiserv, Inc.	Sell - Position Exit	-3,205-100.0%	$0.00	-
Q1 2015Mar 31, 2015	MD Pediatrix Medical Group, Inc.	Pediatrix Medical Group, Inc.	Sell - Position Exit	-3,208-100.0%	$0.00	-
Q1 2015Mar 31, 2015	IBN ICICI Bank Limited	ICICI Bank Limited	Sell	-3,718-11.4%	$300.00	28,926
Q1 2015Mar 31, 2015	LOPE Grand Canyon Education, Inc.	Grand Canyon Education, Inc.	Sell - Position Exit	-4,484-100.0%	$0.00	-
Q1 2015Mar 31, 2015	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Sell	-4,490-15.3%	$585.00	24,902
Q1 2015Mar 31, 2015	HBAN Huntington Bancshares Incorpora	Huntington Bancshares Incorpora	Sell	-5,140-2.0%	$2.72K	246,200
Q1 2015Mar 31, 2015	SJM The J.M. Smucker Company	The J.M. Smucker Company	Sell	-7,621-42.9%	$1.17K	10,140
Q1 2015Mar 31, 2015	LKQ LKQ Corporation	LKQ Corporation	Sell - Position Exit	-8,712-100.0%	$0.00	-
Q1 2015Mar 31, 2015	QCOM QUALCOMM Incorporated	QUALCOMM Incorporated	Sell	-12,731-30.3%	$2.03K	29,238
Q1 2015Mar 31, 2015	SLYV SPDR S&P 600 Small Cap Value ET	SPDR S&P 600 Small Cap Value ET	Sell	-13,185-69.9%	$607.00	5,671
Q1 2015Mar 31, 2015	USCI United States Commodity Index F	United States Commodity Index F	Sell - Position Exit	-13,379-100.0%	$0.00	-
Q1 2015Mar 31, 2015	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-26,799-43.8%	$1.40K	34,443
Q1 2015Mar 31, 2015	SCHG Schwab U.S. Large-Cap Growth ET	Schwab U.S. Large-Cap Growth ET	Sell	-50,647-71.0%	$1.12K	20,729
Q1 2015Mar 31, 2015	DJP iPath Bloomberg Commodity Index	iPath Bloomberg Commodity Index	Sell	-171,986-67.2%	$2.33K	83,961
Q4 2014Dec 31, 2014	RWO SPDR DJ Wilshire Global Real Es	SPDR DJ Wilshire Global Real Es	Buy	+71,491+56.3%	$9.48K	198,584
Q4 2014Dec 31, 2014	DJP iPath Bloomberg Commodity Index	iPath Bloomberg Commodity Index	Buy	+33,124+14.9%	$7.66K	255,947
Q4 2014Dec 31, 2014	IBN ICICI Bank Limited	ICICI Bank Limited	Buy	+27,043+482.8%	$377.00	32,644
Q4 2014Dec 31, 2014	QCOM QUALCOMM Incorporated	QUALCOMM Incorporated	Buy	+26,737+175.5%	$3.12K	41,969
Q4 2014Dec 31, 2014	NUV Nuveen Municipal Value Fund, In	Nuveen Municipal Value Fund, In	Buy	+18,712+32.4%	$737.00	76,410
Q4 2014Dec 31, 2014	KMI Kinder Morgan, Inc.	Kinder Morgan, Inc.	Buy - Position Entry	+15,590	$660.00	15,590

Page 713 of 733 • 21977 total trades

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