- 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	PEP Pepsico, Inc.	Pepsico, Inc.	Buy - Position Entry	+6,073	$504.00	6,073
Q4 2013Dec 31, 2013	TLH iShares 10-20 Year Treasury Bon	iShares 10-20 Year Treasury Bon	Buy - Position Entry	+6,050	$732.00	6,050
Q4 2013Dec 31, 2013	AAPL Apple Inc.	Apple Inc.	Buy - Position Entry	+5,988	$3.36K	5,988
Q4 2013Dec 31, 2013	BECN Beacon Roofing Supply, Inc.	Beacon Roofing Supply, Inc.	Buy - Position Entry	+5,806	$234.00	5,806
Q4 2013Dec 31, 2013	VBR Vanguard Small-Cap Value ETF	Vanguard Small-Cap Value ETF	Buy - Position Entry	+5,679	$553.00	5,679
Q4 2013Dec 31, 2013	ILCG iShares Morningstar Large-Cap G	iShares Morningstar Large-Cap G	Buy - Position Entry	+5,640	$562.00	5,640
Q4 2013Dec 31, 2013	PDCO Patterson Companies, Inc.	Patterson Companies, Inc.	Buy - Position Entry	+5,561	$229.00	5,561
Q4 2013Dec 31, 2013	LOPE Grand Canyon Education, Inc.	Grand Canyon Education, Inc.	Buy - Position Entry	+5,441	$237.00	5,441
Q4 2013Dec 31, 2013	VBK Vanguard Small-Cap Growth ETF	Vanguard Small-Cap Growth ETF	Buy - Position Entry	+5,405	$661.00	5,405
Q4 2013Dec 31, 2013	MCD McDonald's Corporation	McDonald's Corporation	Buy - Position Entry	+5,243	$509.00	5,243
Q4 2013Dec 31, 2013	MD Pediatrix Medical Group, Inc.	Pediatrix Medical Group, Inc.	Buy - Position Entry	+5,160	$275.00	5,160
Q4 2013Dec 31, 2013	BP BP p.l.c.	BP p.l.c.	Buy - Position Entry	+5,133	$250.00	5,133
Q4 2013Dec 31, 2013	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy - Position Entry	+4,955	$271.00	4,955
Q4 2013Dec 31, 2013	GNR SPDR S&P Global Natural Resourc	SPDR S&P Global Natural Resourc	Buy - Position Entry	+4,853	$244.00	4,853
Q4 2013Dec 31, 2013	JNJ Johnson & Johnson	Johnson & Johnson	Buy - Position Entry	+4,791	$439.00	4,791
Q4 2013Dec 31, 2013	IJH iShares Core S&P Mid-Cap ETF	iShares Core S&P Mid-Cap ETF	Buy - Position Entry	+4,787	$641.00	4,787
Q4 2013Dec 31, 2013	FAST Fastenal Company	Fastenal Company	Buy - Position Entry	+4,669	$222.00	4,669
Q4 2013Dec 31, 2013	IWD iShares Russell 1000 Value ETF	iShares Russell 1000 Value ETF	Buy - Position Entry	+4,521	$426.00	4,521
Q4 2013Dec 31, 2013	IBM International Business Machines	International Business Machines	Buy - Position Entry	+4,454	$835.00	4,454
Q4 2013Dec 31, 2013	PAA Plains All American Pipeline, L	Plains All American Pipeline, L	Buy - Position Entry	+4,340	$225.00	4,340
Q4 2013Dec 31, 2013	WIP SPDR FTSE International Governm	SPDR FTSE International Governm	Buy - Position Entry	+4,191	$245.00	4,191
Q4 2013Dec 31, 2013	NUE Nucor Corporation	Nucor Corporation	Buy - Position Entry	+4,077	$218.00	4,077
Q4 2013Dec 31, 2013	XLE SPDR Select Sector Fund - Energ	SPDR Select Sector Fund - Energ	Buy - Position Entry	+4,046	$358.00	4,046
Q4 2013Dec 31, 2013	PPG PPG Industries, Inc.	PPG Industries, Inc.	Buy - Position Entry	+4,046	$767.00	4,046
Q4 2013Dec 31, 2013	FI Fiserv, Inc.	Fiserv, Inc.	Buy - Position Entry	+3,890	$230.00	3,890
Q4 2013Dec 31, 2013	HYG iShares iBoxx $ High Yield Corp	iShares iBoxx $ High Yield Corp	Buy - Position Entry	+3,868	$359.00	3,868
Q4 2013Dec 31, 2013	DWM WisdomTree International Equity	WisdomTree International Equity	Buy - Position Entry	+3,748	$204.00	3,748
Q4 2013Dec 31, 2013	JKHY Jack Henry & Associates, Inc.	Jack Henry & Associates, Inc.	Buy - Position Entry	+3,547	$210.00	3,547
Q4 2013Dec 31, 2013	SPY SPDR S&P 500	SPDR S&P 500	Buy - Position Entry	+3,546	$655.00	3,546
Q4 2013Dec 31, 2013	IJR iShares Core S&P Small-Cap ETF	iShares Core S&P Small-Cap ETF	Buy - Position Entry	+3,451	$377.00	3,451

Page 732 of 733 • 21977 total trades

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