- 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	DFSE Dimensional ETF Trust Dimension	Dimensional ETF Trust Dimension	Buy - Position Entry	+15,056	$507.09K	15,056
Q1 2025Mar 31, 2025	CLFD Clearfield, Inc.	Clearfield, Inc.	Buy	+14,996+199.8%	$668.73K	22,501
Q1 2025Mar 31, 2025	DGII Digi International Inc.	Digi International Inc.	Buy	+14,587+126.2%	$727.75K	26,150
Q1 2025Mar 31, 2025	SNOW Snowflake Inc.	Snowflake Inc.	Buy	+14,129+413.5%	$2.56M	17,546
Q1 2025Mar 31, 2025	DNP DNP Select Income Fund, Inc.	DNP Select Income Fund, Inc.	Buy - Position Entry	+13,899	$137.46K	13,899
Q1 2025Mar 31, 2025	IJR iShares Core S&P Small-Cap ETF	iShares Core S&P Small-Cap ETF	Buy	+13,793+1.5%	$99.29M	949,474
Q1 2025Mar 31, 2025	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+13,734+2.5%	$86.52M	553,827
Q1 2025Mar 31, 2025	DFSB Dimensional ETF Trust Dimension	Dimensional ETF Trust Dimension	Buy - Position Entry	+13,709	$706.01K	13,709
Q1 2025Mar 31, 2025	VOD Vodafone Group Plc	Vodafone Group Plc	Buy - Position Entry	+13,372	$125.30K	13,372
Q1 2025Mar 31, 2025	HYMB SPDR Nuveen Bloomberg High Yiel	SPDR Nuveen Bloomberg High Yiel	Buy - Position Entry	+13,306	$335.58K	13,306
Q1 2025Mar 31, 2025	EWJ iShares MSCI Japan Index Fund	iShares MSCI Japan Index Fund	Buy - Position Entry	+13,245	$908.05K	13,245
Q1 2025Mar 31, 2025	FNDX Schwab Fundamental U.S. Large C	Schwab Fundamental U.S. Large C	Buy	+13,169+11.1%	$3.12M	132,044
Q1 2025Mar 31, 2025	HON Honeywell International Inc.	Honeywell International Inc.	Buy	+13,126+6.4%	$46.06M	217,529
Q1 2025Mar 31, 2025	SCHV Schwab U.S. Large-Cap Value ETF	Schwab U.S. Large-Cap Value ETF	Buy	+13,095+6.0%	$6.12M	230,264
Q1 2025Mar 31, 2025	BAX Baxter International Inc.	Baxter International Inc.	Buy	+12,956+130.4%	$783.63K	22,893
Q1 2025Mar 31, 2025	KTOS Kratos Defense & Security Solut	Kratos Defense & Security Solut	Buy	+12,638+16.3%	$2.68M	90,296
Q1 2025Mar 31, 2025	RXRX Recursion Pharmaceuticals, Inc.	Recursion Pharmaceuticals, Inc.	Buy - Position Entry	+12,605	$66.68K	12,605
Q1 2025Mar 31, 2025	NVDL GraniteShares 2x Long NVDA Dail	GraniteShares 2x Long NVDA Dail	Buy	+12,508+49.4%	$1.41M	37,823
Q1 2025Mar 31, 2025	NCNO nCino, Inc.	nCino, Inc.	Buy - Position Entry	+12,469	$342.52K	12,469
Q1 2025Mar 31, 2025	RTX RTX Corporation	RTX Corporation	Buy	+12,392+2.3%	$72.25M	545,447
Q1 2025Mar 31, 2025	XLV SPDR Select Sector Fund - Healt	SPDR Select Sector Fund - Healt	Buy	+12,323+61.4%	$4.73M	32,396
Q1 2025Mar 31, 2025	CLF Cleveland-Cliffs Inc.	Cleveland-Cliffs Inc.	Buy	+12,007+50.7%	$293.46K	35,701
Q1 2025Mar 31, 2025	UWMC UWM Holdings Corporation	UWM Holdings Corporation	Buy - Position Entry	+11,840	$64.65K	11,840
Q1 2025Mar 31, 2025	PEP Pepsico, Inc.	Pepsico, Inc.	Buy	+11,426+5.3%	$33.79M	225,334
Q1 2025Mar 31, 2025	BXSL Blackstone Secured Lending Fund	Blackstone Secured Lending Fund	Buy	+11,229+9.8%	$4.07M	125,900
Q1 2025Mar 31, 2025	SPGP Invesco S&P 500 GARP ETF	Invesco S&P 500 GARP ETF	Buy - Position Entry	+11,099	$1.11M	11,099
Q1 2025Mar 31, 2025	EZU iShares MSCI Eurozone ETF	iShares MSCI Eurozone ETF	Buy - Position Entry	+11,038	$587.77K	11,038
Q1 2025Mar 31, 2025	PAA Plains All American Pipeline, L	Plains All American Pipeline, L	Buy - Position Entry	+10,899	$217.98K	10,899
Q1 2025Mar 31, 2025	JQUA JPMorgan U.S. Quality Factor ET	JPMorgan U.S. Quality Factor ET	Buy	+10,835+27.2%	$2.86M	50,599
Q1 2025Mar 31, 2025	ACWV iShares MSCI Global Min Vol Fac	iShares MSCI Global Min Vol Fac	Buy - Position Entry	+10,755	$1.25M	10,755

Page 49 of 733 • 21977 total trades

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