- 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	APO Apollo Global Management, Inc.	Apollo Global Management, Inc.	Buy	+30,967+71.7%	$10.15M	74,136
Q1 2025Mar 31, 2025	FLDR Fidelity Low Duration Bond Fact	Fidelity Low Duration Bond Fact	Buy - Position Entry	+30,430	$1.53M	30,430
Q1 2025Mar 31, 2025	SONY Sony Group Corporation	Sony Group Corporation	Buy	+29,523+35.3%	$2.87M	113,092
Q1 2025Mar 31, 2025	DFAC Dimensional ETF Trust Dimension	Dimensional ETF Trust Dimension	Buy	+29,451+6.3%	$16.46M	499,003
Q1 2025Mar 31, 2025	HUBB Hubbell Inc	Hubbell Inc	Buy	+29,061+465.3%	$11.68M	35,307
Q1 2025Mar 31, 2025	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Buy	+28,320+22.2%	$57.23M	156,165
Q1 2025Mar 31, 2025	CAE CAE Inc.	CAE Inc.	Buy	+28,237+132.4%	$1.22M	49,556
Q1 2025Mar 31, 2025	GGG Graco Inc.	Graco Inc.	Buy - Position Entry	+27,965	$2.34M	27,965
Q1 2025Mar 31, 2025	ACN Accenture plc	Accenture plc	Buy	+27,594+124.9%	$15.51M	49,694
Q1 2025Mar 31, 2025	MRCC Monroe Capital Corporation	Monroe Capital Corporation	Buy - Position Entry	+27,000	$210.60K	27,000
Q1 2025Mar 31, 2025	TAK Takeda Pharmaceutical Company L	Takeda Pharmaceutical Company L	Buy	+26,656+70.3%	$960.59K	64,599
Q1 2025Mar 31, 2025	AXP American Express Company	American Express Company	Buy	+26,548+104.2%	$14.00M	52,033
Q1 2025Mar 31, 2025	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Buy	+25,194+8.6%	$54.16M	317,814
Q1 2025Mar 31, 2025	UNP Union Pacific Corporation	Union Pacific Corporation	Buy	+25,155+67.4%	$14.76M	62,491
Q1 2025Mar 31, 2025	HRB H&R Block, Inc.	H&R Block, Inc.	Buy - Position Entry	+24,554	$1.35M	24,554
Q1 2025Mar 31, 2025	UBSI United Bankshares, Inc.	United Bankshares, Inc.	Buy - Position Entry	+24,518	$850.06K	24,518
Q1 2025Mar 31, 2025	BALI iShares Advantage Large Cap Inc	iShares Advantage Large Cap Inc	Buy - Position Entry	+24,219	$697.27K	24,219
Q1 2025Mar 31, 2025	XYL Xylem Inc.	Xylem Inc.	Buy	+23,717+8.7%	$35.41M	296,408
Q1 2025Mar 31, 2025	SFLR Innovator ETFs Trust Innovator	Innovator ETFs Trust Innovator	Buy	+23,538+69.3%	$1.81M	57,507
Q1 2025Mar 31, 2025	ITUB Itau Unibanco Banco Holding SA	Itau Unibanco Banco Holding SA	Buy	+23,402+57.6%	$352.05K	64,009
Q1 2025Mar 31, 2025	SCHO Schwab Short-Term U.S. Treasury	Schwab Short-Term U.S. Treasury	Buy	+23,401+67.3%	$1.42M	58,169
Q1 2025Mar 31, 2025	FEZ SPDR DJ Euro STOXX 50 Etf	SPDR DJ Euro STOXX 50 Etf	Buy - Position Entry	+23,180	$1.26M	23,180
Q1 2025Mar 31, 2025	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Buy	+23,136+79.4%	$27.39M	52,290
Q1 2025Mar 31, 2025	IGRO iShares International Dividend	iShares International Dividend	Buy - Position Entry	+22,869	$1.66M	22,869
Q1 2025Mar 31, 2025	PJAN Innovator U.S. Equity Power Buf	Innovator U.S. Equity Power Buf	Buy - Position Entry	+22,427	$930.05K	22,427
Q1 2025Mar 31, 2025	ABT Abbott Laboratories	Abbott Laboratories	Buy	+22,071+10.2%	$31.68M	238,858
Q1 2025Mar 31, 2025	USHY iShares Broad USD High Yield Co	iShares Broad USD High Yield Co	Buy - Position Entry	+21,933	$807.35K	21,933
Q1 2025Mar 31, 2025	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+21,725+5.2%	$67.53M	436,681
Q1 2025Mar 31, 2025	USIG iShares Broad USD Investment Gr	iShares Broad USD Investment Gr	Buy	+21,604+504.1%	$1.32M	25,890
Q1 2025Mar 31, 2025	PCY Invesco Emerging Markets Sovere	Invesco Emerging Markets Sovere	Buy - Position Entry	+21,555	$434.76K	21,555

Page 47 of 733 • 21977 total trades

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