- 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	DFCF Dimensional ETF Trust Dimension	Dimensional ETF Trust Dimension	Buy	+90,592+6.9%	$58.02M	1,405,908
Q4 2024Dec 31, 2024	EEMV iShares MSCI Emerging Markets M	iShares MSCI Emerging Markets M	Buy - Position Entry	+89,699	$5.20M	89,699
Q4 2024Dec 31, 2024	VNQ Vanguard Real Estate ETF	Vanguard Real Estate ETF	Buy	+88,004+257.1%	$10.89M	122,229
Q4 2024Dec 31, 2024	NKGN NKGen Biotech, Inc.	NKGen Biotech, Inc.	Buy	+87,000+126.1%	$102.21K	156,000
Q4 2024Dec 31, 2024	VFVA Vanguard Wellington Fund ETF	Vanguard Wellington Fund ETF	Buy - Position Entry	+83,967	$9.94M	83,967
Q4 2024Dec 31, 2024	BYD Boyd Gaming Corporation	Boyd Gaming Corporation	Buy - Position Entry	+83,626	$6.07M	83,626
Q4 2024Dec 31, 2024	TSCO Tractor Supply Company	Tractor Supply Company	Buy	+83,327+429.0%	$5.45M	102,750
Q4 2024Dec 31, 2024	FNDX Schwab Fundamental U.S. Large C	Schwab Fundamental U.S. Large C	Buy	+79,333+200.6%	$2.81M	118,875
Q4 2024Dec 31, 2024	EMB iShares J.P. Morgan USD Emergin	iShares J.P. Morgan USD Emergin	Buy - Position Entry	+78,025	$6.95M	78,025
Q4 2024Dec 31, 2024	DFUV Dimensional ETF Trust Dimension	Dimensional ETF Trust Dimension	Buy	+77,566+26.6%	$15.10M	368,908
Q4 2024Dec 31, 2024	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Buy	+75,562+16.5%	$57.46M	534,179
Q4 2024Dec 31, 2024	WAL Western Alliance Bancorporation	Western Alliance Bancorporation	Buy	+75,153+2605.9%	$6.52M	78,037
Q4 2024Dec 31, 2024	PSLV Sprott Physical Silver Trust	Sprott Physical Silver Trust	Buy - Position Entry	+74,222	$716.24K	74,222
Q4 2024Dec 31, 2024	V Visa Inc.	Visa Inc.	Buy	+71,272+48.9%	$68.58M	217,000
Q4 2024Dec 31, 2024	RDY Dr. Reddy's Laboratories Ltd	Dr. Reddy's Laboratories Ltd	Buy	+67,586+432.1%	$1.31M	83,229
Q4 2024Dec 31, 2024	IJR iShares Core S&P Small-Cap ETF	iShares Core S&P Small-Cap ETF	Buy	+66,742+7.7%	$107.81M	935,681
Q4 2024Dec 31, 2024	JMUB JPMorgan Municipal ETF	JPMorgan Municipal ETF	Buy	+66,738+262.4%	$4.62M	92,168
Q4 2024Dec 31, 2024	SONY Sony Group Corporation	Sony Group Corporation	Buy	+64,267+333.0%	$1.77M	83,569
Q4 2024Dec 31, 2024	FNDF Schwab Fundamental Internationa	Schwab Fundamental Internationa	Buy	+61,000+4.4%	$48.16M	1,450,093
Q4 2024Dec 31, 2024	PANW Palo Alto Networks, Inc.	Palo Alto Networks, Inc.	Buy	+59,399+42.6%	$36.15M	198,678
Q4 2024Dec 31, 2024	RGTI Rigetti Computing, Inc.	Rigetti Computing, Inc.	Buy - Position Entry	+59,022	$900.68K	59,022
Q4 2024Dec 31, 2024	SCHM Schwab U.S. Mid Cap ETF	Schwab U.S. Mid Cap ETF	Buy	+58,532+220.6%	$2.36M	85,060
Q4 2024Dec 31, 2024	IBM International Business Machines	International Business Machines	Buy	+56,353+47.9%	$38.24M	173,932
Q4 2024Dec 31, 2024	DFNM Dimensional ETF Trust Dimension	Dimensional ETF Trust Dimension	Buy	+55,789+10.0%	$29.31M	613,517
Q4 2024Dec 31, 2024	NZF Nuveen Municipal Credit Income	Nuveen Municipal Credit Income	Buy - Position Entry	+55,087	$670.41K	55,087
Q4 2024Dec 31, 2024	BUSE First Busey Corporation	First Busey Corporation	Buy - Position Entry	+54,909	$1.29M	54,909
Q4 2024Dec 31, 2024	CMCSA Comcast Corporation	Comcast Corporation	Buy	+54,521+14.0%	$16.71M	445,259
Q4 2024Dec 31, 2024	NVDA NVIDIA Corporation	NVIDIA Corporation	Buy	+52,616+2.5%	$288.75M	2,150,204
Q4 2024Dec 31, 2024	VCIT Vanguard Intermediate-Term Corp	Vanguard Intermediate-Term Corp	Buy	+52,246+9.5%	$48.20M	600,479
Q4 2024Dec 31, 2024	PM Philip Morris International Inc	Philip Morris International Inc	Buy	+51,277+141.7%	$10.53M	87,473

Page 90 of 733 • 21977 total trades

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