- 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	LQD iShares iBoxx $ Investment Grad	iShares iBoxx $ Investment Grad	Buy	+345+4.3%	$970.00	8,296
Q1 2014Mar 31, 2014	PDCO Patterson Companies, Inc.	Patterson Companies, Inc.	Buy	+325+5.8%	$246.00	5,886
Q1 2014Mar 31, 2014	AAPL Apple Inc.	Apple Inc.	Buy	+290+4.8%	$3.37K	6,278
Q1 2014Mar 31, 2014	QCOM QUALCOMM Incorporated	QUALCOMM Incorporated	Buy	+278+2.4%	$928.00	11,763
Q1 2014Mar 31, 2014	CVS CVS Health Corporation	CVS Health Corporation	Buy	+275+9.6%	$235.00	3,134
Q1 2014Mar 31, 2014	IJR iShares Core S&P Small-Cap ETF	iShares Core S&P Small-Cap ETF	Buy	+238+6.9%	$406.00	3,689
Q1 2014Mar 31, 2014	WMT Walmart Inc.	Walmart Inc.	Buy	+213+0.8%	$1.97K	25,710
Q1 2014Mar 31, 2014	GILD Gilead Sciences, Inc.	Gilead Sciences, Inc.	Buy	+206+1.9%	$784.00	11,063
Q1 2014Mar 31, 2014	SPSB SPDR Portfolio Short Term Corpo	SPDR Portfolio Short Term Corpo	Buy	+178+2.4%	$235.00	7,645
Q1 2014Mar 31, 2014	UPS United Parcel Service, Inc.	United Parcel Service, Inc.	Buy	+169+1.7%	$1.00K	10,314
Q1 2014Mar 31, 2014	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Buy	+162+12.1%	$280.00	1,497
Q1 2014Mar 31, 2014	FE FirstEnergy Corp.	FirstEnergy Corp.	Buy	+122+2.0%	$212.00	6,231
Q1 2014Mar 31, 2014	T AT&T Inc.	AT&T Inc.	Buy	+118+0.8%	$499.00	14,238
Q1 2014Mar 31, 2014	PSX Phillips 66	Phillips 66	Buy	+116+4.4%	$213.00	2,758
Q1 2014Mar 31, 2014	XLE SPDR Select Sector Fund - Energ	SPDR Select Sector Fund - Energ	Buy	+100+2.5%	$369.00	4,146
Q1 2014Mar 31, 2014	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+100+13.0%	$292.00	869
Q1 2014Mar 31, 2014	F Ford Motor Company	Ford Motor Company	Buy	+90+0.4%	$327.00	20,989
Q1 2014Mar 31, 2014	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+78+2.5%	$253.00	3,159
Q1 2014Mar 31, 2014	AMGN Amgen Inc.	Amgen Inc.	Buy	+54+0.8%	$796.00	6,453
Q1 2014Mar 31, 2014	PH Parker-Hannifin Corporation	Parker-Hannifin Corporation	Buy	+44+0.2%	$3.04K	25,434
Q1 2014Mar 31, 2014	HOG Harley-Davidson, Inc.	Harley-Davidson, Inc.	Buy	+27+0.4%	$447.00	6,705
Q1 2014Mar 31, 2014	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Buy	+11+0.6%	$318.00	1,937
Q1 2014Mar 31, 2014	SBUX Starbucks Corporation	Starbucks Corporation	Sell	-20-0.2%	$588.00	8,007
Q1 2014Mar 31, 2014	IBM International Business Machines	International Business Machines	Sell	-22-0.5%	$853.00	4,432
Q1 2014Mar 31, 2014	BA Boeing Company (The)	Boeing Company (The)	Sell	-39-2.1%	$232.00	1,846
Q1 2014Mar 31, 2014	PEP Pepsico, Inc.	Pepsico, Inc.	Sell	-48-0.8%	$503.00	6,025
Q1 2014Mar 31, 2014	VB Vanguard Small-Cap ETF	Vanguard Small-Cap ETF	Sell	-112-5.9%	$202.00	1,787
Q1 2014Mar 31, 2014	PPG PPG Industries, Inc.	PPG Industries, Inc.	Sell	-142-3.5%	$755.00	3,904
Q1 2014Mar 31, 2014	VTV Vanguard Value ETF	Vanguard Value ETF	Sell	-154-4.5%	$256.00	3,276
Q1 2014Mar 31, 2014	IJH iShares Core S&P Mid-Cap ETF	iShares Core S&P Mid-Cap ETF	Sell	-267-5.6%	$621.00	4,520

Page 728 of 733 • 21977 total trades

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