- 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 2014Mar 31, 2014	LKQ LKQ Corporation	LKQ Corporation	Buy	+1,371+13.1%	$311.00	11,801
Q1 2014Mar 31, 2014	SLB Schlumberger N.V.	Schlumberger N.V.	Buy	+1,290+50.1%	$377.00	3,863
Q1 2014Mar 31, 2014	HBAN Huntington Bancshares Incorpora	Huntington Bancshares Incorpora	Buy	+1,268+0.5%	$2.42K	242,869
Q1 2014Mar 31, 2014	VEU Vanguard FTSE All World Ex US E	Vanguard FTSE All World Ex US E	Buy	+1,211+8.2%	$803.00	15,954
Q1 2014Mar 31, 2014	PAA Plains All American Pipeline, L	Plains All American Pipeline, L	Buy	+1,209+27.9%	$306.00	5,549
Q1 2014Mar 31, 2014	OKE ONEOK, Inc.	ONEOK, Inc.	Buy	+996+9.2%	$697.00	11,772
Q1 2014Mar 31, 2014	FLOT iShares Floating Rate Bond ETF	iShares Floating Rate Bond ETF	Buy	+952+12.1%	$449.00	8,852
Q1 2014Mar 31, 2014	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Buy	+896+6.3%	$1.22K	15,129
Q1 2014Mar 31, 2014	VWO Vanguard FTSE Emerging Markets	Vanguard FTSE Emerging Markets	Buy	+868+5.6%	$666.00	16,413
Q1 2014Mar 31, 2014	GNTX Gentex Corporation	Gentex Corporation	Buy	+808+12.5%	$229.00	7,258
Q1 2014Mar 31, 2014	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Buy	+790+6.0%	$1.36K	13,896
Q1 2014Mar 31, 2014	BECN Beacon Roofing Supply, Inc.	Beacon Roofing Supply, Inc.	Buy	+757+13.0%	$254.00	6,563
Q1 2014Mar 31, 2014	LOPE Grand Canyon Education, Inc.	Grand Canyon Education, Inc.	Buy	+673+12.4%	$286.00	6,114
Q1 2014Mar 31, 2014	MD Pediatrix Medical Group, Inc.	Pediatrix Medical Group, Inc.	Buy	+643+12.5%	$360.00	5,803
Q1 2014Mar 31, 2014	XLF SPDR Select Sector Fund - Finan	SPDR Select Sector Fund - Finan	Buy	+590+4.6%	$300.00	13,419
Q1 2014Mar 31, 2014	FAST Fastenal Company	Fastenal Company	Buy	+583+12.5%	$259.00	5,252
Q1 2014Mar 31, 2014	MRK Merck & Company, Inc.	Merck & Company, Inc.	Buy	+575+5.4%	$637.00	11,221
Q1 2014Mar 31, 2014	HYG iShares iBoxx $ High Yield Corp	iShares iBoxx $ High Yield Corp	Buy	+521+13.5%	$414.00	4,389
Q1 2014Mar 31, 2014	GEL Genesis Energy, L.P.	Genesis Energy, L.P.	Buy	+505+4.4%	$652.00	12,031
Q1 2014Mar 31, 2014	CVX Chevron Corporation	Chevron Corporation	Buy	+501+19.1%	$372.00	3,127
Q1 2014Mar 31, 2014	FI Fiserv, Inc.	Fiserv, Inc.	Buy	+485+12.5%	$248.00	4,375
Q1 2014Mar 31, 2014	AFL AFLAC Incorporated	AFLAC Incorporated	Buy	+478+3.7%	$853.00	13,525
Q1 2014Mar 31, 2014	IWF iShares Russell 1000 Growth ETF	iShares Russell 1000 Growth ETF	Buy	+478+5.3%	$818.00	9,447
Q1 2014Mar 31, 2014	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+450+9.1%	$326.00	5,405
Q1 2014Mar 31, 2014	PNC PNC Financial Services Group, I	PNC Financial Services Group, I	Buy	+450+2.8%	$1.45K	16,654
Q1 2014Mar 31, 2014	CAH Cardinal Health, Inc.	Cardinal Health, Inc.	Buy	+438+2.4%	$1.33K	19,063
Q1 2014Mar 31, 2014	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy	+414+4.0%	$661.00	10,888
Q1 2014Mar 31, 2014	JNJ Johnson & Johnson	Johnson & Johnson	Buy	+390+8.1%	$509.00	5,181
Q1 2014Mar 31, 2014	ECL Ecolab Inc.	Ecolab Inc.	Buy	+373+12.5%	$362.00	3,350
Q1 2014Mar 31, 2014	SRCL Stericycle, Inc.	Stericycle, Inc.	Buy	+346+12.3%	$358.00	3,151

Page 727 of 733 • 21977 total trades

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