- 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	MYN Blackrock MuniYield New York Qu	Blackrock MuniYield New York Qu	Buy - Position Entry	+10,677	$106.02K	10,677
Q1 2025Mar 31, 2025	XLE SPDR Select Sector Fund - Energ	SPDR Select Sector Fund - Energ	Buy	+10,515+23.0%	$5.25M	56,205
Q1 2025Mar 31, 2025	USFR WisdomTree Floating Rate Treasu	WisdomTree Floating Rate Treasu	Buy - Position Entry	+10,494	$528.17K	10,494
Q1 2025Mar 31, 2025	ESI Element Solutions Inc.	Element Solutions Inc.	Buy	+10,456+11.1%	$2.36M	104,284
Q1 2025Mar 31, 2025	UL Unilever PLC	Unilever PLC	Buy	+10,321+41.0%	$2.11M	35,494
Q1 2025Mar 31, 2025	UGI UGI Corporation	UGI Corporation	Buy - Position Entry	+10,206	$337.52K	10,206
Q1 2025Mar 31, 2025	OLN Olin Corporation	Olin Corporation	Buy - Position Entry	+10,191	$247.03K	10,191
Q1 2025Mar 31, 2025	TDTT FlexShares iBoxx 3 Year Target	FlexShares iBoxx 3 Year Target	Buy - Position Entry	+10,100	$246.24K	10,100
Q1 2025Mar 31, 2025	SOLV Solventum Corporation	Solventum Corporation	Buy	+10,027+137.0%	$1.32M	17,344
Q1 2025Mar 31, 2025	SCHD Schwab US Dividend Equity ETF	Schwab US Dividend Equity ETF	Buy	+9,977+4.9%	$5.97M	213,422
Q1 2025Mar 31, 2025	NWBI Northwest Bancshares, Inc.	Northwest Bancshares, Inc.	Buy	+9,845+6.8%	$1.86M	154,776
Q1 2025Mar 31, 2025	IWV iShares Russell 3000 ETF	iShares Russell 3000 ETF	Buy	+9,837+357.2%	$4.00M	12,591
Q1 2025Mar 31, 2025	TBBK The Bancorp, Inc.	The Bancorp, Inc.	Buy - Position Entry	+9,810	$518.36K	9,810
Q1 2025Mar 31, 2025	CLOA iShares AAA CLO Active ETF	iShares AAA CLO Active ETF	Buy - Position Entry	+9,702	$502.37K	9,702
Q1 2025Mar 31, 2025	VYM Vanguard High Dividend Yield ET	Vanguard High Dividend Yield ET	Buy	+9,625+74.0%	$2.92M	22,628
Q1 2025Mar 31, 2025	TSCO Tractor Supply Company	Tractor Supply Company	Buy	+9,483+9.2%	$6.18M	112,233
Q1 2025Mar 31, 2025	DLS WisdomTree International SmallC	WisdomTree International SmallC	Buy - Position Entry	+9,473	$625.24K	9,473
Q1 2025Mar 31, 2025	WSM Williams-Sonoma, Inc.	Williams-Sonoma, Inc.	Buy	+9,266+26.4%	$7.02M	44,398
Q1 2025Mar 31, 2025	GBTC Grayscale Bitcoin Trust (BTC)	Grayscale Bitcoin Trust (BTC)	Buy	+9,230+8.0%	$8.16M	125,277
Q1 2025Mar 31, 2025	DOC Healthpeak Properties, Inc.	Healthpeak Properties, Inc.	Buy	+9,019+11.3%	$1.80M	89,158
Q1 2025Mar 31, 2025	BA Boeing Company (The)	Boeing Company (The)	Buy	+8,676+35.0%	$5.70M	33,436
Q1 2025Mar 31, 2025	GPN Global Payments Inc.	Global Payments Inc.	Buy	+8,609+12.6%	$7.54M	77,029
Q1 2025Mar 31, 2025	WTV WisdomTree U.S. Value Fund	WisdomTree U.S. Value Fund	Buy - Position Entry	+8,521	$700.17K	8,521
Q1 2025Mar 31, 2025	EMLC VanEck J. P. Morgan EM Local Cu	VanEck J. P. Morgan EM Local Cu	Buy - Position Entry	+8,477	$202.26K	8,477
Q1 2025Mar 31, 2025	DLR Digital Realty Trust, Inc.	Digital Realty Trust, Inc.	Buy	+8,444+46.4%	$3.82M	26,640
Q1 2025Mar 31, 2025	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Buy - Position Entry	+8,384	$4.33M	8,384
Q1 2025Mar 31, 2025	LH Labcorp Holdings Inc.	Labcorp Holdings Inc.	Buy	+8,273+6.1%	$33.55M	144,161
Q1 2025Mar 31, 2025	OTTR Otter Tail Corporation	Otter Tail Corporation	Buy - Position Entry	+8,242	$662.43K	8,242
Q1 2025Mar 31, 2025	BSX Boston Scientific Corporation	Boston Scientific Corporation	Buy	+8,184+27.0%	$3.88M	38,455
Q1 2025Mar 31, 2025	INTC Intel Corporation	Intel Corporation	Buy	+8,152+9.5%	$2.13M	93,835

Page 50 of 733 • 21977 total trades

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