- 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	XLU SPDR Select Sector Fund - Utili	SPDR Select Sector Fund - Utili	Sell	-38,859-27.8%	$4.18K	100,834
Q4 2013Dec 31, 2013	HBAN Huntington Bancshares Incorpora	Huntington Bancshares Incorpora	Buy - Position Entry	+241,601	$2.33K	241,601
Q4 2013Dec 31, 2013	SCHV Schwab U.S. Large-Cap Value ETF	Schwab U.S. Large-Cap Value ETF	Buy - Position Entry	+141,036	$5.74K	141,036
Q4 2013Dec 31, 2013	XLU SPDR Select Sector Fund - Utili	SPDR Select Sector Fund - Utili	Buy - Position Entry	+139,693	$5.30K	139,693
Q4 2013Dec 31, 2013	SCHG Schwab U.S. Large-Cap Growth ET	Schwab U.S. Large-Cap Growth ET	Buy - Position Entry	+124,650	$5.64K	124,650
Q4 2013Dec 31, 2013	MSFT Microsoft Corporation	Microsoft Corporation	Buy - Position Entry	+74,184	$2.77K	74,184
Q4 2013Dec 31, 2013	INTC Intel Corporation	Intel Corporation	Buy - Position Entry	+43,838	$1.14K	43,838
Q4 2013Dec 31, 2013	TDTT FlexShares iBoxx 3 Year Target	FlexShares iBoxx 3 Year Target	Buy - Position Entry	+37,575	$936.00	37,575
Q4 2013Dec 31, 2013	EPD Enterprise Products Partners L.	Enterprise Products Partners L.	Buy - Position Entry	+29,700	$1.97K	29,700
Q4 2013Dec 31, 2013	COP ConocoPhillips	ConocoPhillips	Buy - Position Entry	+26,051	$1.84K	26,051
Q4 2013Dec 31, 2013	WMT Walmart Inc.	Walmart Inc.	Buy - Position Entry	+25,497	$2.01K	25,497
Q4 2013Dec 31, 2013	PH Parker-Hannifin Corporation	Parker-Hannifin Corporation	Buy - Position Entry	+25,390	$3.27K	25,390
Q4 2013Dec 31, 2013	WM Waste Management, Inc.	Waste Management, Inc.	Buy - Position Entry	+24,391	$1.09K	24,391
Q4 2013Dec 31, 2013	F Ford Motor Company	Ford Motor Company	Buy - Position Entry	+20,899	$322.00	20,899
Q4 2013Dec 31, 2013	NUV Nuveen Municipal Value Fund, In	Nuveen Municipal Value Fund, In	Buy - Position Entry	+20,393	$184.00	20,393
Q4 2013Dec 31, 2013	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Buy - Position Entry	+20,225	$454.00	20,225
Q4 2013Dec 31, 2013	PFE Pfizer, Inc.	Pfizer, Inc.	Buy - Position Entry	+19,080	$584.00	19,080
Q4 2013Dec 31, 2013	CAH Cardinal Health, Inc.	Cardinal Health, Inc.	Buy - Position Entry	+18,625	$1.24K	18,625
Q4 2013Dec 31, 2013	MGA Magna International, Inc.	Magna International, Inc.	Buy - Position Entry	+18,122	$1.49K	18,122
Q4 2013Dec 31, 2013	PNC PNC Financial Services Group, I	PNC Financial Services Group, I	Buy - Position Entry	+16,204	$1.26K	16,204
Q4 2013Dec 31, 2013	VWO Vanguard FTSE Emerging Markets	Vanguard FTSE Emerging Markets	Buy - Position Entry	+15,545	$640.00	15,545
Q4 2013Dec 31, 2013	PTY Pimco Corporate & Income Opport	Pimco Corporate & Income Opport	Buy - Position Entry	+14,971	$258.00	14,971
Q4 2013Dec 31, 2013	VEU Vanguard FTSE All World Ex US E	Vanguard FTSE All World Ex US E	Buy - Position Entry	+14,743	$748.00	14,743
Q4 2013Dec 31, 2013	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Buy - Position Entry	+14,233	$1.16K	14,233
Q4 2013Dec 31, 2013	T AT&T Inc.	AT&T Inc.	Buy - Position Entry	+14,120	$496.00	14,120
Q4 2013Dec 31, 2013	PFN PIMCO Income Strategy Fund II	PIMCO Income Strategy Fund II	Buy - Position Entry	+13,640	$136.00	13,640
Q4 2013Dec 31, 2013	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Buy - Position Entry	+13,106	$1.33K	13,106
Q4 2013Dec 31, 2013	AFL AFLAC Incorporated	AFLAC Incorporated	Buy - Position Entry	+13,047	$872.00	13,047
Q4 2013Dec 31, 2013	XLF SPDR Select Sector Fund - Finan	SPDR Select Sector Fund - Finan	Buy - Position Entry	+12,829	$280.00	12,829
Q4 2013Dec 31, 2013	GEL Genesis Energy, L.P.	Genesis Energy, L.P.	Buy - Position Entry	+11,526	$606.00	11,526

Page 730 of 733 • 21977 total trades

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