- 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	UPS United Parcel Service, Inc.	United Parcel Service, Inc.	Buy	+56,800+136.1%	$10.84M	98,522
Q1 2025Mar 31, 2025	WSBC WesBanco, Inc.	WesBanco, Inc.	Buy - Position Entry	+56,723	$1.76M	56,723
Q1 2025Mar 31, 2025	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy	+56,110+19.2%	$85.53M	348,688
Q1 2025Mar 31, 2025	AVEM Avantis Emerging Markets Equity	Avantis Emerging Markets Equity	Buy - Position Entry	+54,062	$3.25M	54,062
Q1 2025Mar 31, 2025	SHW Sherwin-Williams Company (The)	Sherwin-Williams Company (The)	Buy	+53,765+54.4%	$53.29M	152,602
Q1 2025Mar 31, 2025	SCHQ Schwab Long-Term U.S. Treasury	Schwab Long-Term U.S. Treasury	Buy - Position Entry	+51,917	$1.70M	51,917
Q1 2025Mar 31, 2025	EFA iShares MSCI EAFE ETF	iShares MSCI EAFE ETF	Buy	+48,338+259.7%	$5.47M	66,953
Q1 2025Mar 31, 2025	AIV Apartment Investment and Manage	Apartment Investment and Manage	Buy - Position Entry	+47,071	$414.23K	47,071
Q1 2025Mar 31, 2025	QLTA iShares Aaa A Rated Corporate B	iShares Aaa A Rated Corporate B	Buy - Position Entry	+46,552	$2.21M	46,552
Q1 2025Mar 31, 2025	GS Goldman Sachs Group, Inc. (The)	Goldman Sachs Group, Inc. (The)	Buy	+44,240+53.8%	$69.08M	126,447
Q1 2025Mar 31, 2025	MMM 3M Company	3M Company	Buy	+42,654+105.6%	$12.20M	83,058
Q1 2025Mar 31, 2025	VONV Vanguard Russell 1000 Value ETF	Vanguard Russell 1000 Value ETF	Buy	+41,165+9.0%	$41.02M	497,002
Q1 2025Mar 31, 2025	USB U.S. Bancorp	U.S. Bancorp	Buy	+40,340+30.6%	$7.27M	172,295
Q1 2025Mar 31, 2025	KO Coca-Cola Company (The)	Coca-Cola Company (The)	Buy	+40,178+25.7%	$14.06M	196,331
Q1 2025Mar 31, 2025	MMC Marsh & McLennan Companies, Inc	Marsh & McLennan Companies, Inc	Buy	+39,931+30.6%	$41.59M	170,440
Q1 2025Mar 31, 2025	MBB iShares MBS ETF	iShares MBS ETF	Buy	+39,263+522.1%	$4.39M	46,783
Q1 2025Mar 31, 2025	ACWX iShares MSCI ACWI ex U.S. ETF	iShares MSCI ACWI ex U.S. ETF	Buy	+39,122+17.0%	$14.91M	268,940
Q1 2025Mar 31, 2025	DLX Deluxe Corporation	Deluxe Corporation	Buy	+39,078+167.6%	$986.35K	62,388
Q1 2025Mar 31, 2025	QUAL iShares MSCI USA Quality Factor	iShares MSCI USA Quality Factor	Buy	+38,561+29.8%	$28.70M	167,954
Q1 2025Mar 31, 2025	UMC United Microelectronics Corpora	United Microelectronics Corpora	Buy	+37,105+37.3%	$975.62K	136,450
Q1 2025Mar 31, 2025	LQD iShares iBoxx $ Investment Grad	iShares iBoxx $ Investment Grad	Buy	+36,946+1418.3%	$4.30M	39,551
Q1 2025Mar 31, 2025	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Buy	+36,310+371.9%	$3.65M	46,073
Q1 2025Mar 31, 2025	BBD Banco Bradesco Sa	Banco Bradesco Sa	Buy	+36,177+263.5%	$111.29K	49,906
Q1 2025Mar 31, 2025	AJG Arthur J. Gallagher & Co.	Arthur J. Gallagher & Co.	Buy	+36,113+44.8%	$40.32M	116,791
Q1 2025Mar 31, 2025	DFUV Dimensional ETF Trust Dimension	Dimensional ETF Trust Dimension	Buy	+35,498+9.6%	$16.67M	404,406
Q1 2025Mar 31, 2025	RING iShares MSCI Global Gold Miners	iShares MSCI Global Gold Miners	Buy - Position Entry	+34,768	$1.33M	34,768
Q1 2025Mar 31, 2025	SUB iShares Short-Term National Mun	iShares Short-Term National Mun	Buy	+34,568+32.5%	$14.87M	140,816
Q1 2025Mar 31, 2025	ABEV Ambev S.A.	Ambev S.A.	Buy	+31,746+46.8%	$232.00K	99,571
Q1 2025Mar 31, 2025	VV Vanguard Large-Cap ETF	Vanguard Large-Cap ETF	Buy	+31,475+138.2%	$13.94M	54,251
Q1 2025Mar 31, 2025	DFSI Dimensional ETF Trust Dimension	Dimensional ETF Trust Dimension	Buy - Position Entry	+31,207	$1.09M	31,207

Page 46 of 733 • 21977 total trades

«‹

44 45 46 47 48

›»