- 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
Q4 2024Dec 31, 2024	XLU SPDR Select Sector Fund - Utili	SPDR Select Sector Fund - Utili	Buy	+172,440+1863.2%	$13.75M	181,695
Q4 2024Dec 31, 2024	VBR Vanguard Small-Cap Value ETF	Vanguard Small-Cap Value ETF	Buy	+170,238+1545.5%	$35.92M	181,253
Q4 2024Dec 31, 2024	VOE Vanguard Mid-Cap Value ETF	Vanguard Mid-Cap Value ETF	Buy	+168,604+4871.5%	$27.84M	172,065
Q4 2024Dec 31, 2024	MTUM iShares MSCI USA Momentum Facto	iShares MSCI USA Momentum Facto	Buy - Position Entry	+166,267	$34.40M	166,267
Q4 2024Dec 31, 2024	SCHD Schwab US Dividend Equity ETF	Schwab US Dividend Equity ETF	Buy	+153,945+311.0%	$5.56M	203,445
Q4 2024Dec 31, 2024	CRM Salesforce, Inc.	Salesforce, Inc.	Buy	+146,150+128.0%	$87.02M	260,293
Q4 2024Dec 31, 2024	JPIE JPMorgan Income ETF	JPMorgan Income ETF	Buy	+144,345+8.8%	$81.28M	1,781,776
Q4 2024Dec 31, 2024	WFC Wells Fargo & Company	Wells Fargo & Company	Buy	+143,031+101.0%	$20.00M	284,703
Q4 2024Dec 31, 2024	BN Brookfield Corporation	Brookfield Corporation	Buy	+143,004+18.4%	$52.82M	919,350
Q4 2024Dec 31, 2024	SCHV Schwab U.S. Large-Cap Value ETF	Schwab U.S. Large-Cap Value ETF	Buy	+142,865+192.3%	$5.66M	217,169
Q4 2024Dec 31, 2024	T AT&T Inc.	AT&T Inc.	Buy	+133,627+53.9%	$8.69M	381,619
Q4 2024Dec 31, 2024	DFAC Dimensional ETF Trust Dimension	Dimensional ETF Trust Dimension	Buy	+132,880+39.5%	$16.24M	469,552
Q4 2024Dec 31, 2024	VTV Vanguard Value ETF	Vanguard Value ETF	Buy	+131,205+20.6%	$130.17M	768,846
Q4 2024Dec 31, 2024	XSLV Invesco S&P SmallCap Low Volati	Invesco S&P SmallCap Low Volati	Buy - Position Entry	+130,591	$6.17M	130,591
Q4 2024Dec 31, 2024	JNK SPDR Bloomberg High Yield Bond	SPDR Bloomberg High Yield Bond	Buy - Position Entry	+126,199	$12.05M	126,199
Q4 2024Dec 31, 2024	VMBS Vanguard Mortgage-Backed Securi	Vanguard Mortgage-Backed Securi	Buy	+125,449+172.5%	$8.99M	198,171
Q4 2024Dec 31, 2024	BINC iShares Flexible Income Active	iShares Flexible Income Active	Buy	+125,260+9.1%	$78.49M	1,508,807
Q4 2024Dec 31, 2024	DFAU Dimensional US Core Equity Mark	Dimensional US Core Equity Mark	Buy	+122,344+2.5%	$200.20M	4,944,490
Q4 2024Dec 31, 2024	QUAL iShares MSCI USA Quality Factor	iShares MSCI USA Quality Factor	Buy	+121,162+1472.0%	$23.04M	129,393
Q4 2024Dec 31, 2024	AAPL Apple Inc.	Apple Inc.	Buy	+113,962+8.5%	$363.51M	1,451,595
Q4 2024Dec 31, 2024	SGOV iShares 0-3 Month Treasury Bond	iShares 0-3 Month Treasury Bond	Buy	+107,530+28.9%	$48.12M	479,680
Q4 2024Dec 31, 2024	WYNN Wynn Resorts, Limited	Wynn Resorts, Limited	Buy	+107,212+25.6%	$45.26M	525,282
Q4 2024Dec 31, 2024	VNQI Vanguard Global ex-U.S. Real Es	Vanguard Global ex-U.S. Real Es	Buy - Position Entry	+104,082	$4.12M	104,082
Q4 2024Dec 31, 2024	SCHF Schwab International Equity ETF	Schwab International Equity ETF	Buy	+100,714+117.0%	$3.46M	186,808
Q4 2024Dec 31, 2024	SHM SPDR Nuveen Bloomberg Short Ter	SPDR Nuveen Bloomberg Short Ter	Buy - Position Entry	+97,431	$4.62M	97,431
Q4 2024Dec 31, 2024	DFAI Dimensional International Core	Dimensional International Core	Buy	+96,953+6.4%	$46.86M	1,604,855
Q4 2024Dec 31, 2024	IAUX i-80 Gold Corp.	i-80 Gold Corp.	Buy - Position Entry	+93,816	$45.50K	93,816
Q4 2024Dec 31, 2024	XSMO Invesco S&P SmallCap Momentum E	Invesco S&P SmallCap Momentum E	Buy - Position Entry	+92,709	$6.13M	92,709
Q4 2024Dec 31, 2024	LCID Lucid Group, Inc.	Lucid Group, Inc.	Buy	+92,225+835.9%	$311.84K	103,258
Q4 2024Dec 31, 2024	XLI SPDR Select Sector Fund - Indus	SPDR Select Sector Fund - Indus	Buy	+91,126+136.4%	$20.81M	157,953

Page 89 of 733 • 21977 total trades

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