- 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
Q4 2014Dec 31, 2014	HUM Humana Inc.	Humana Inc.	Buy - Position Entry	+15,169	$2.18K	15,169
Q4 2014Dec 31, 2014	NWBI Northwest Bancshares, Inc.	Northwest Bancshares, Inc.	Buy - Position Entry	+14,071	$176.00	14,071
Q4 2014Dec 31, 2014	ACN Accenture plc	Accenture plc	Buy - Position Entry	+13,025	$1.16K	13,025
Q4 2014Dec 31, 2014	SPSB SPDR Portfolio Short Term Corpo	SPDR Portfolio Short Term Corpo	Buy - Position Entry	+10,376	$317.00	10,376
Q4 2014Dec 31, 2014	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Buy	+6,257+27.0%	$658.00	29,392
Q4 2014Dec 31, 2014	FE FirstEnergy Corp.	FirstEnergy Corp.	Buy - Position Entry	+5,711	$223.00	5,711
Q4 2014Dec 31, 2014	USB U.S. Bancorp	U.S. Bancorp	Buy - Position Entry	+5,533	$249.00	5,533
Q4 2014Dec 31, 2014	SJM The J.M. Smucker Company	The J.M. Smucker Company	Buy	+5,221+41.6%	$1.79K	17,761
Q4 2014Dec 31, 2014	ORCL Oracle Corporation	Oracle Corporation	Buy - Position Entry	+5,101	$229.00	5,101
Q4 2014Dec 31, 2014	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy - Position Entry	+4,591	$689.00	4,591
Q4 2014Dec 31, 2014	LOPE Grand Canyon Education, Inc.	Grand Canyon Education, Inc.	Buy - Position Entry	+4,484	$209.00	4,484
Q4 2014Dec 31, 2014	PFF iShares Preferred and Income Se	iShares Preferred and Income Se	Buy	+4,455+84.2%	$384.00	9,747
Q4 2014Dec 31, 2014	VEU Vanguard FTSE All World Ex US E	Vanguard FTSE All World Ex US E	Buy	+4,017+20.5%	$1.11K	23,660
Q4 2014Dec 31, 2014	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+3,097+5.3%	$2.85K	61,242
Q4 2014Dec 31, 2014	SPY SPDR S&P 500	SPDR S&P 500	Buy	+2,543+92.8%	$1.09K	5,283
Q4 2014Dec 31, 2014	BUD Anheuser-Busch Inbev SA Sponsor	Anheuser-Busch Inbev SA Sponsor	Buy - Position Entry	+2,466	$277.00	2,466
Q4 2014Dec 31, 2014	VSS Vanguard FTSE All-Wld ex-US SmC	Vanguard FTSE All-Wld ex-US SmC	Buy - Position Entry	+2,197	$209.00	2,197
Q4 2014Dec 31, 2014	LANC Lancaster Colony Corporation	Lancaster Colony Corporation	Buy - Position Entry	+2,163	$203.00	2,163
Q4 2014Dec 31, 2014	PNC PNC Financial Services Group, I	PNC Financial Services Group, I	Buy	+2,043+10.3%	$2.00K	21,912
Q4 2014Dec 31, 2014	WDC Western Digital Corporation	Western Digital Corporation	Buy - Position Entry	+1,947	$216.00	1,947
Q4 2014Dec 31, 2014	BBVA Banco Bilbao Vizcaya Argentaria	Banco Bilbao Vizcaya Argentaria	Buy	+1,945+10.8%	$187.00	19,941
Q4 2014Dec 31, 2014	VB Vanguard Small-Cap ETF	Vanguard Small-Cap ETF	Buy - Position Entry	+1,787	$208.00	1,787
Q4 2014Dec 31, 2014	WFC Wells Fargo & Company	Wells Fargo & Company	Buy	+1,681+30.7%	$392.00	7,150
Q4 2014Dec 31, 2014	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Buy	+1,456+8.9%	$2.48K	17,849
Q4 2014Dec 31, 2014	SLYV SPDR S&P 600 Small Cap Value ET	SPDR S&P 600 Small Cap Value ET	Buy	+1,310+7.5%	$1.99K	18,856
Q4 2014Dec 31, 2014	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Buy - Position Entry	+1,102	$202.00	1,102
Q4 2014Dec 31, 2014	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Buy	+1,097+7.9%	$1.37K	15,063
Q4 2014Dec 31, 2014	EBAY eBay Inc.	eBay Inc.	Buy	+1,080+28.4%	$274.00	4,885
Q4 2014Dec 31, 2014	PEP Pepsico, Inc.	Pepsico, Inc.	Buy	+1,015+16.3%	$686.00	7,259
Q4 2014Dec 31, 2014	VWO Vanguard FTSE Emerging Markets	Vanguard FTSE Emerging Markets	Buy	+952+5.5%	$737.00	18,415

Page 714 of 733 • 21977 total trades

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