- 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	MSBI Midland States Bancorp, Inc.	Midland States Bancorp, Inc.	Sell	-305-1.0%	$526.14K	30,732
Q1 2025Mar 31, 2025	VONE Vanguard Russell 1000 ETF	Vanguard Russell 1000 ETF	Sell	-308-7.6%	$951.17K	3,747
Q1 2025Mar 31, 2025	CPAY Corpay, Inc.	Corpay, Inc.	Sell	-309-20.3%	$423.69K	1,215
Q1 2025Mar 31, 2025	ALGN Align Technology, Inc.	Align Technology, Inc.	Sell	-317-18.9%	$215.45K	1,356
Q1 2025Mar 31, 2025	ENSG The Ensign Group, Inc.	The Ensign Group, Inc.	Sell	-318-9.5%	$390.79K	3,020
Q1 2025Mar 31, 2025	XLB Materials Select Sector SPDR	Materials Select Sector SPDR	Sell	-320-6.8%	$379.18K	4,410
Q1 2025Mar 31, 2025	DFSV Dimensional ETF Trust Dimension	Dimensional ETF Trust Dimension	Sell	-320-1.1%	$812.16K	28,851
Q1 2025Mar 31, 2025	ROKU Roku, Inc.	Roku, Inc.	Sell	-322-8.2%	$254.91K	3,619
Q1 2025Mar 31, 2025	HBI Hanesbrands Inc.	Hanesbrands Inc.	Sell	-330-2.5%	$72.98K	12,648
Q1 2025Mar 31, 2025	CEG Constellation Energy Corporatio	Constellation Energy Corporatio	Sell	-333-3.7%	$1.73M	8,590
Q1 2025Mar 31, 2025	SAVA Cassava Sciences, Inc.	Cassava Sciences, Inc.	Sell	-336-3.1%	$15.82K	10,547
Q1 2025Mar 31, 2025	PHO Invesco Water Resources ETF	Invesco Water Resources ETF	Sell	-338-9.6%	$205.82K	3,190
Q1 2025Mar 31, 2025	LDOS Leidos Holdings, Inc.	Leidos Holdings, Inc.	Sell	-343-18.7%	$201.83K	1,496
Q1 2025Mar 31, 2025	MSI Motorola Solutions, Inc.	Motorola Solutions, Inc.	Sell	-345-4.9%	$2.93M	6,681
Q1 2025Mar 31, 2025	FVCB FVCBankcorp, Inc.	FVCBankcorp, Inc.	Sell	-352-1.8%	$205.37K	19,429
Q1 2025Mar 31, 2025	FERG Ferguson Enterprises Inc.	Ferguson Enterprises Inc.	Sell	-354-12.8%	$386.43K	2,412
Q1 2025Mar 31, 2025	PCAR PACCAR Inc.	PACCAR Inc.	Sell	-367-4.3%	$800.85K	8,225
Q1 2025Mar 31, 2025	LII Lennox International, Inc.	Lennox International, Inc.	Sell - Position Exit	-368-100.0%	$0.00	-
Q1 2025Mar 31, 2025	KB KB Financial Group Inc	KB Financial Group Inc	Sell	-371-2.6%	$767.17K	14,178
Q1 2025Mar 31, 2025	IWB iShares Russell 1000 ETF	iShares Russell 1000 ETF	Sell	-371-0.5%	$24.02M	78,319
Q1 2025Mar 31, 2025	CLX Clorox Company (The)	Clorox Company (The)	Sell	-384-8.3%	$624.32K	4,240
Q1 2025Mar 31, 2025	TECH Bio-Techne Corp	Bio-Techne Corp	Sell	-384-8.6%	$238.98K	4,076
Q1 2025Mar 31, 2025	NUE Nucor Corporation	Nucor Corporation	Sell	-386-5.4%	$811.86K	6,746
Q1 2025Mar 31, 2025	SPY SPDR S&P 500	SPDR S&P 500	Sell	-387-0.3%	$85.77M	153,333
Q1 2025Mar 31, 2025	VNLA Janus Henderson Short Duration	Janus Henderson Short Duration	Sell	-389-7.5%	$234.53K	4,772
Q1 2025Mar 31, 2025	IYW iShares U.S. Technology ETF	iShares U.S. Technology ETF	Sell	-390-8.3%	$601.69K	4,284
Q1 2025Mar 31, 2025	CCI Crown Castle Inc.	Crown Castle Inc.	Sell	-400-4.1%	$969.50K	9,301
Q1 2025Mar 31, 2025	IVLU iShares MSCI Intl Value Factor	iShares MSCI Intl Value Factor	Sell	-414-0.8%	$1.57M	51,779
Q1 2025Mar 31, 2025	BERY Berry Global Group, Inc.	Berry Global Group, Inc.	Sell	-415-10.3%	$252.01K	3,610
Q1 2025Mar 31, 2025	PRU Prudential Financial, Inc.	Prudential Financial, Inc.	Sell	-416-4.0%	$1.12M	10,026

Page 73 of 733 • 21977 total trades

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