- 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	AMRN Amarin Corporation plc	Amarin Corporation plc	Buy - Position Entry	+21,188	$9.49K	21,188
Q1 2025Mar 31, 2025	GL Globe Life Inc.	Globe Life Inc.	Buy	+21,136+693.4%	$3.19M	24,184
Q1 2025Mar 31, 2025	IBRX ImmunityBio, Inc.	ImmunityBio, Inc.	Buy - Position Entry	+20,067	$60.40K	20,067
Q1 2025Mar 31, 2025	UGP Ultrapar Participacoes S.A. (Ne	Ultrapar Participacoes S.A. (Ne	Buy	+19,918+61.3%	$161.38K	52,395
Q1 2025Mar 31, 2025	GNMA iShares GNMA Bond ETF	iShares GNMA Bond ETF	Buy - Position Entry	+19,765	$867.68K	19,765
Q1 2025Mar 31, 2025	SO Southern Company (The)	Southern Company (The)	Buy	+19,761+30.3%	$7.81M	84,943
Q1 2025Mar 31, 2025	SLV iShares Silver Trust	iShares Silver Trust	Buy	+19,261+90.8%	$1.25M	40,485
Q1 2025Mar 31, 2025	TEVA Teva Pharmaceutical Industries	Teva Pharmaceutical Industries	Buy	+18,955+16.7%	$2.04M	132,752
Q1 2025Mar 31, 2025	HYGW iShares Trust iShares High Yiel	iShares Trust iShares High Yiel	Buy - Position Entry	+18,813	$591.67K	18,813
Q1 2025Mar 31, 2025	KNTK Kinetik Holdings Inc.	Kinetik Holdings Inc.	Buy - Position Entry	+18,670	$969.72K	18,670
Q1 2025Mar 31, 2025	IVE iShares S&P 500 Value ETF	iShares S&P 500 Value ETF	Buy	+18,067+189.6%	$5.26M	27,597
Q1 2025Mar 31, 2025	CSX CSX Corporation	CSX Corporation	Buy	+17,630+13.9%	$4.24M	144,076
Q1 2025Mar 31, 2025	BUD Anheuser-Busch Inbev SA Sponsor	Anheuser-Busch Inbev SA Sponsor	Buy	+17,476+224.7%	$1.55M	25,254
Q1 2025Mar 31, 2025	LCID Lucid Group, Inc.	Lucid Group, Inc.	Buy	+17,370+16.8%	$291.92K	120,628
Q1 2025Mar 31, 2025	ITOT iShares Core S&P Total U.S. Sto	iShares Core S&P Total U.S. Sto	Buy	+17,369+18.1%	$13.86M	113,582
Q1 2025Mar 31, 2025	SON Sonoco Products Company	Sonoco Products Company	Buy - Position Entry	+17,357	$819.96K	17,357
Q1 2025Mar 31, 2025	URTH iShares, Inc. iShares MSCI Worl	iShares, Inc. iShares MSCI Worl	Buy - Position Entry	+17,209	$2.64M	17,209
Q1 2025Mar 31, 2025	FI Fiserv, Inc.	Fiserv, Inc.	Buy	+17,152+26.4%	$18.14M	82,131
Q1 2025Mar 31, 2025	WFC Wells Fargo & Company	Wells Fargo & Company	Buy	+16,869+5.9%	$21.65M	301,572
Q1 2025Mar 31, 2025	SCHE Schwab Emerging Markets Equity	Schwab Emerging Markets Equity	Buy	+16,076+8.7%	$5.52M	200,041
Q1 2025Mar 31, 2025	LLY Eli Lilly and Company	Eli Lilly and Company	Buy	+16,056+15.8%	$97.28M	117,791
Q1 2025Mar 31, 2025	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+15,982+9.2%	$109.29M	189,614
Q1 2025Mar 31, 2025	IX Orix Corp	Orix Corp	Buy	+15,969+352.1%	$428.35K	20,505
Q1 2025Mar 31, 2025	AHR American Healthcare REIT, Inc.	American Healthcare REIT, Inc.	Buy - Position Entry	+15,726	$476.50K	15,726
Q1 2025Mar 31, 2025	SOFI SoFi Technologies, Inc.	SoFi Technologies, Inc.	Buy - Position Entry	+15,544	$180.78K	15,544
Q1 2025Mar 31, 2025	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Buy	+15,417+190.9%	$1.70M	23,495
Q1 2025Mar 31, 2025	ING ING Group, N.V.	ING Group, N.V.	Buy	+15,402+38.1%	$1.09M	55,864
Q1 2025Mar 31, 2025	WAT Waters Corporation	Waters Corporation	Buy	+15,257+1055.8%	$6.16M	16,702
Q1 2025Mar 31, 2025	JEPI JPMorgan Equity Premium Income	JPMorgan Equity Premium Income	Buy	+15,185+240.3%	$1.23M	21,503
Q1 2025Mar 31, 2025	FUL H. B. Fuller Company	H. B. Fuller Company	Buy - Position Entry	+15,061	$845.21K	15,061

Page 48 of 733 • 21977 total trades

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