- 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	KNSL Kinsale Capital Group, Inc.	Kinsale Capital Group, Inc.	Sell	-200-9.7%	$910.15K	1,870
Q1 2025Mar 31, 2025	FMX Fomento Economico Mexicano S.A.	Fomento Economico Mexicano S.A.	Sell	-202-3.3%	$582.16K	5,966
Q1 2025Mar 31, 2025	INCY Incyte Corporation	Incyte Corporation	Sell	-203-4.1%	$285.74K	4,719
Q1 2025Mar 31, 2025	SSO ProShares Ultra S&P500	ProShares Ultra S&P500	Sell	-204-2.4%	$676.65K	8,174
Q1 2025Mar 31, 2025	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Sell	-205-2.0%	$3.10M	10,150
Q1 2025Mar 31, 2025	CRL Charles River Laboratories Inte	Charles River Laboratories Inte	Sell	-207-10.6%	$264.16K	1,755
Q1 2025Mar 31, 2025	JBGS JBG SMITH Properties	JBG SMITH Properties	Sell	-208-1.6%	$199.89K	12,408
Q1 2025Mar 31, 2025	SSNC SS&C Technologies Holdings, Inc	SS&C Technologies Holdings, Inc	Sell	-212-6.2%	$266.56K	3,191
Q1 2025Mar 31, 2025	IXJ iShares Global Healthcare ETF	iShares Global Healthcare ETF	Sell	-231-2.1%	$970.00K	10,636
Q1 2025Mar 31, 2025	WTRG Essential Utilities, Inc.	Essential Utilities, Inc.	Sell	-239-0.7%	$1.28M	32,326
Q1 2025Mar 31, 2025	MATX Matson, Inc.	Matson, Inc.	Sell	-240-11.4%	$239.81K	1,871
Q1 2025Mar 31, 2025	EVRG Evergy, Inc.	Evergy, Inc.	Sell	-241-7.4%	$208.15K	3,019
Q1 2025Mar 31, 2025	MANH Manhattan Associates, Inc.	Manhattan Associates, Inc.	Sell	-249-8.4%	$468.94K	2,710
Q1 2025Mar 31, 2025	FTEC Fidelity MSCI Information Techn	Fidelity MSCI Information Techn	Sell	-250-5.7%	$663.42K	4,114
Q1 2025Mar 31, 2025	CHK		Sell	-252-11.6%	$214.53K	1,927
Q1 2025Mar 31, 2025	URBN Urban Outfitters, Inc.	Urban Outfitters, Inc.	Sell	-253-0.6%	$2.13M	40,556
Q1 2025Mar 31, 2025	XPEV XPeng Inc.	XPeng Inc.	Sell	-254-1.8%	$292.82K	14,132
Q1 2025Mar 31, 2025	VPL Vanguard FTSE Pacific ETF	Vanguard FTSE Pacific ETF	Sell	-255-6.0%	$289.68K	3,998
Q1 2025Mar 31, 2025	TAP Molson Coors Beverage Company	Molson Coors Beverage Company	Sell	-258-6.5%	$225.56K	3,706
Q1 2025Mar 31, 2025	DTD WisdomTree U.S. Total Dividend	WisdomTree U.S. Total Dividend	Sell	-260-5.2%	$362.50K	4,711
Q1 2025Mar 31, 2025	CDNS Cadence Design Systems, Inc.	Cadence Design Systems, Inc.	Sell	-275-5.5%	$1.20M	4,701
Q1 2025Mar 31, 2025	IPG Interpublic Group of Companies,	Interpublic Group of Companies,	Sell	-277-3.4%	$212.84K	7,836
Q1 2025Mar 31, 2025	COO The Cooper Companies, Inc.	The Cooper Companies, Inc.	Sell	-278-6.8%	$321.71K	3,814
Q1 2025Mar 31, 2025	HLN Haleon plc	Haleon plc	Sell	-279-0.3%	$875.18K	85,411
Q1 2025Mar 31, 2025	HSIC Henry Schein, Inc.	Henry Schein, Inc.	Sell	-279-4.6%	$399.30K	5,830
Q1 2025Mar 31, 2025	MSCI MSCI Inc.	MSCI Inc.	Sell	-280-10.3%	$1.39M	2,450
Q1 2025Mar 31, 2025	WDFC WD-40 Company	WD-40 Company	Sell	-280-15.8%	$365.03K	1,496
Q1 2025Mar 31, 2025	VOT Vanguard Mid-Cap Growth ETF	Vanguard Mid-Cap Growth ETF	Sell	-284-7.9%	$804.72K	3,289
Q1 2025Mar 31, 2025	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-284-0.5%	$4.34M	51,803
Q1 2025Mar 31, 2025	EXPD Expeditors International of Was	Expeditors International of Was	Sell	-303-10.0%	$328.07K	2,728

Page 72 of 733 • 21977 total trades

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