- 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
Q4 2013Dec 31, 2013	QCOM QUALCOMM Incorporated	QUALCOMM Incorporated	Buy - Position Entry	+11,485	$853.00	11,485
Q4 2013Dec 31, 2013	GILD Gilead Sciences, Inc.	Gilead Sciences, Inc.	Buy - Position Entry	+10,857	$815.00	10,857
Q4 2013Dec 31, 2013	OKE ONEOK, Inc.	ONEOK, Inc.	Buy - Position Entry	+10,776	$670.00	10,776
Q4 2013Dec 31, 2013	OXY Occidental Petroleum Corporatio	Occidental Petroleum Corporatio	Buy - Position Entry	+10,721	$1.02K	10,721
Q4 2013Dec 31, 2013	MRK Merck & Company, Inc.	Merck & Company, Inc.	Buy - Position Entry	+10,646	$533.00	10,646
Q4 2013Dec 31, 2013	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy - Position Entry	+10,474	$613.00	10,474
Q4 2013Dec 31, 2013	LKQ LKQ Corporation	LKQ Corporation	Buy - Position Entry	+10,430	$343.00	10,430
Q4 2013Dec 31, 2013	ET Energy Transfer LP	Energy Transfer LP	Buy - Position Entry	+10,234	$837.00	10,234
Q4 2013Dec 31, 2013	UPS United Parcel Service, Inc.	United Parcel Service, Inc.	Buy - Position Entry	+10,145	$1.07K	10,145
Q4 2013Dec 31, 2013	ITUB Itau Unibanco Banco Holding SA	Itau Unibanco Banco Holding SA	Buy - Position Entry	+10,121	$137.00	10,121
Q4 2013Dec 31, 2013	BANR Banner Corporation	Banner Corporation	Buy - Position Entry	+9,845	$441.00	9,845
Q4 2013Dec 31, 2013	EFA iShares MSCI EAFE ETF	iShares MSCI EAFE ETF	Buy - Position Entry	+9,640	$647.00	9,640
Q4 2013Dec 31, 2013	IWF iShares Russell 1000 Growth ETF	iShares Russell 1000 Growth ETF	Buy - Position Entry	+8,969	$771.00	8,969
Q4 2013Dec 31, 2013	IVE iShares S&P 500 Value ETF	iShares S&P 500 Value ETF	Buy - Position Entry	+8,960	$766.00	8,960
Q4 2013Dec 31, 2013	SBUX Starbucks Corporation	Starbucks Corporation	Buy - Position Entry	+8,027	$629.00	8,027
Q4 2013Dec 31, 2013	LQD iShares iBoxx $ Investment Grad	iShares iBoxx $ Investment Grad	Buy - Position Entry	+7,951	$908.00	7,951
Q4 2013Dec 31, 2013	FLOT iShares Floating Rate Bond ETF	iShares Floating Rate Bond ETF	Buy - Position Entry	+7,900	$401.00	7,900
Q4 2013Dec 31, 2013	KO Coca-Cola Company (The)	Coca-Cola Company (The)	Buy - Position Entry	+7,686	$318.00	7,686
Q4 2013Dec 31, 2013	SPSB SPDR Portfolio Short Term Corpo	SPDR Portfolio Short Term Corpo	Buy - Position Entry	+7,467	$229.00	7,467
Q4 2013Dec 31, 2013	TRGP Targa Resources, Inc.	Targa Resources, Inc.	Buy - Position Entry	+7,077	$624.00	7,077
Q4 2013Dec 31, 2013	SJM The J.M. Smucker Company	The J.M. Smucker Company	Buy - Position Entry	+6,818	$706.00	6,818
Q4 2013Dec 31, 2013	IVW iShares S&P 500 Growth ETF	iShares S&P 500 Growth ETF	Buy - Position Entry	+6,740	$666.00	6,740
Q4 2013Dec 31, 2013	HOG Harley-Davidson, Inc.	Harley-Davidson, Inc.	Buy - Position Entry	+6,678	$462.00	6,678
Q4 2013Dec 31, 2013	EFV iShares MSCI EAFE Value ETF	iShares MSCI EAFE Value ETF	Buy - Position Entry	+6,669	$381.00	6,669
Q4 2013Dec 31, 2013	IVV iShares Core S&P 500 ETF	iShares Core S&P 500 ETF	Buy - Position Entry	+6,612	$1.23K	6,612
Q4 2013Dec 31, 2013	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Buy - Position Entry	+6,507	$693.00	6,507
Q4 2013Dec 31, 2013	GNTX Gentex Corporation	Gentex Corporation	Buy - Position Entry	+6,450	$213.00	6,450
Q4 2013Dec 31, 2013	AMGN Amgen Inc.	Amgen Inc.	Buy - Position Entry	+6,399	$730.00	6,399
Q4 2013Dec 31, 2013	TIP iShares TIPS Bond ETF	iShares TIPS Bond ETF	Buy - Position Entry	+6,250	$687.00	6,250
Q4 2013Dec 31, 2013	FE FirstEnergy Corp.	FirstEnergy Corp.	Buy - Position Entry	+6,109	$201.00	6,109

Page 731 of 733 • 21977 total trades

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