- 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 2025Mar 31, 2025	AVRE Avantis Real Estate ETF	Avantis Real Estate ETF	Buy - Position Entry	+124,729	$5.36M	124,729
Q1 2025Mar 31, 2025	RDNT RadNet, Inc.	RadNet, Inc.	Buy - Position Entry	+112,528	$5.59M	112,528
Q1 2025Mar 31, 2025	HBAN Huntington Bancshares Incorpora	Huntington Bancshares Incorpora	Buy	+109,454+22.5%	$8.95M	596,294
Q1 2025Mar 31, 2025	BAC Bank of America Corporation	Bank of America Corporation	Buy	+103,205+16.0%	$31.19M	747,440
Q1 2025Mar 31, 2025	NVDA NVIDIA Corporation	NVIDIA Corporation	Buy	+93,860+4.4%	$243.21M	2,244,064
Q1 2025Mar 31, 2025	IEFA iShares Core MSCI EAFE ETF	iShares Core MSCI EAFE ETF	Buy	+92,124+218.9%	$10.15M	134,201
Q1 2025Mar 31, 2025	JPST JPMorgan Ultra-Short Income ETF	JPMorgan Ultra-Short Income ETF	Buy	+81,826+240.4%	$5.87M	115,866
Q1 2025Mar 31, 2025	DFIV Dimensional International Value	Dimensional International Value	Buy	+81,055+14.6%	$25.03M	636,012
Q1 2025Mar 31, 2025	ZWS Zurn Elkay Water Solutions Corp	Zurn Elkay Water Solutions Corp	Buy - Position Entry	+80,119	$2.64M	80,119
Q1 2025Mar 31, 2025	PFE Pfizer, Inc.	Pfizer, Inc.	Buy	+78,626+28.3%	$9.04M	356,705
Q1 2025Mar 31, 2025	CHDN Churchill Downs, Incorporated	Churchill Downs, Incorporated	Buy - Position Entry	+78,126	$8.68M	78,126
Q1 2025Mar 31, 2025	BX Blackstone Inc.	Blackstone Inc.	Buy	+77,448+84.0%	$23.71M	169,621
Q1 2025Mar 31, 2025	IVW iShares S&P 500 Growth ETF	iShares S&P 500 Growth ETF	Buy	+75,819+43.5%	$23.24M	250,312
Q1 2025Mar 31, 2025	VTEB Vanguard Tax-Exempt Bond ETF	Vanguard Tax-Exempt Bond ETF	Buy	+75,615+4.9%	$79.97M	1,611,562
Q1 2025Mar 31, 2025	IEUR iShares Core MSCI Europe ETF	iShares Core MSCI Europe ETF	Buy - Position Entry	+74,774	$4.50M	74,774
Q1 2025Mar 31, 2025	XLY SPDR Select Sector Fund - Consu	SPDR Select Sector Fund - Consu	Buy	+73,760+1976.9%	$15.30M	77,491
Q1 2025Mar 31, 2025	DGRO iShares Core Dividend Growth ET	iShares Core Dividend Growth ET	Buy	+67,170+917.6%	$4.60M	74,490
Q1 2025Mar 31, 2025	DFSU Dimensional ETF Trust Dimension	Dimensional ETF Trust Dimension	Buy - Position Entry	+66,473	$2.38M	66,473
Q1 2025Mar 31, 2025	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Buy	+64,570+48.0%	$24.24M	199,027
Q1 2025Mar 31, 2025	AAPL Apple Inc.	Apple Inc.	Buy	+64,408+4.4%	$336.75M	1,516,003
Q1 2025Mar 31, 2025	RGTI Rigetti Computing, Inc.	Rigetti Computing, Inc.	Buy	+63,036+106.8%	$966.70K	122,058
Q1 2025Mar 31, 2025	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+62,618+10.1%	$256.38M	682,974
Q1 2025Mar 31, 2025	SCHF Schwab International Equity ETF	Schwab International Equity ETF	Buy	+62,416+33.4%	$4.93M	249,224
Q1 2025Mar 31, 2025	LPL LG Display Co, Ltd AMERICAN DEP	LG Display Co, Ltd AMERICAN DEP	Buy	+61,679+161.2%	$310.83K	99,944
Q1 2025Mar 31, 2025	PWR Quanta Services, Inc.	Quanta Services, Inc.	Buy	+60,151+1068.4%	$16.72M	65,781
Q1 2025Mar 31, 2025	JHX James Hardie Industries plc	James Hardie Industries plc	Buy	+59,706+473.5%	$1.70M	72,316
Q1 2025Mar 31, 2025	IAU iShares Gold Trust Shares of th	iShares Gold Trust Shares of th	Buy	+58,749+328.4%	$4.52M	76,640
Q1 2025Mar 31, 2025	SPGM SPDR Portfolio MSCI Global Stoc	SPDR Portfolio MSCI Global Stoc	Buy	+58,408+4.4%	$85.84M	1,375,241
Q1 2025Mar 31, 2025	DUHP Dimensional ETF Trust Dimension	Dimensional ETF Trust Dimension	Buy	+58,099+6.0%	$34.04M	1,027,196
Q1 2025Mar 31, 2025	MFA MFA Financial, Inc.	MFA Financial, Inc.	Buy - Position Entry	+57,361	$588.52K	57,361

Page 45 of 733 • 21977 total trades

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