- 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	KEP Korea Electric Power Corporatio	Korea Electric Power Corporatio	Buy	+8,118+15.4%	$449.85K	60,708
Q1 2025Mar 31, 2025	FXD First Trust Cons. Discret. Alph	First Trust Cons. Discret. Alph	Buy - Position Entry	+8,073	$467.35K	8,073
Q1 2025Mar 31, 2025	IAUX i-80 Gold Corp.	i-80 Gold Corp.	Buy	+7,904+8.4%	$59.18K	101,720
Q1 2025Mar 31, 2025	DLN WisdomTree U.S. LargeCap Divide	WisdomTree U.S. LargeCap Divide	Buy - Position Entry	+7,827	$621.23K	7,827
Q1 2025Mar 31, 2025	EQNR Equinor ASA	Equinor ASA	Buy - Position Entry	+7,745	$204.85K	7,745
Q1 2025Mar 31, 2025	VNT Vontier Corporation	Vontier Corporation	Buy	+7,743+9.9%	$2.82M	85,944
Q1 2025Mar 31, 2025	GWX SPDR S&P International SmallCap	SPDR S&P International SmallCap	Buy - Position Entry	+7,741	$247.39K	7,741
Q1 2025Mar 31, 2025	SDY SPDR S&P Dividend ETF	SPDR S&P Dividend ETF	Buy	+7,702+51.0%	$3.09M	22,798
Q1 2025Mar 31, 2025	ROP Roper Technologies, Inc.	Roper Technologies, Inc.	Buy	+7,663+307.5%	$5.99M	10,155
Q1 2025Mar 31, 2025	FNDA Schwab Fundamental U.S. Small C	Schwab Fundamental U.S. Small C	Buy	+7,651+13.7%	$1.74M	63,541
Q1 2025Mar 31, 2025	AVGO Broadcom Inc.	Broadcom Inc.	Buy	+7,634+1.4%	$93.36M	557,603
Q1 2025Mar 31, 2025	PINS Pinterest, Inc.	Pinterest, Inc.	Buy - Position Entry	+7,568	$234.62K	7,568
Q1 2025Mar 31, 2025	DFIC Dimensional ETF Trust Dimension	Dimensional ETF Trust Dimension	Buy - Position Entry	+7,524	$208.94K	7,524
Q1 2025Mar 31, 2025	VTRS Viatris Inc.	Viatris Inc.	Buy	+7,519+37.0%	$242.67K	27,861
Q1 2025Mar 31, 2025	HESM Hess Midstream LP	Hess Midstream LP	Buy - Position Entry	+7,500	$317.18K	7,500
Q1 2025Mar 31, 2025	KKR KKR & Co. Inc.	KKR & Co. Inc.	Buy	+7,481+48.7%	$2.64M	22,827
Q1 2025Mar 31, 2025	SNN Smith & Nephew SNATS, Inc.	Smith & Nephew SNATS, Inc.	Buy - Position Entry	+7,450	$211.36K	7,450
Q1 2025Mar 31, 2025	SCHB Schwab U.S. Broad Market ETF	Schwab U.S. Broad Market ETF	Buy	+7,361+1.4%	$11.57M	537,515
Q1 2025Mar 31, 2025	LYG Lloyds Banking Group Plc	Lloyds Banking Group Plc	Buy	+7,203+10.6%	$287.92K	75,371
Q1 2025Mar 31, 2025	XBGYX BlackRock Enhanced Internationa	BlackRock Enhanced Internationa	Buy	+7,176+44.2%	$131.40K	23,422
Q1 2025Mar 31, 2025	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+6,978+10.0%	$16.04M	76,573
Q1 2025Mar 31, 2025	GE GE Aerospace	GE Aerospace	Buy	+6,882+10.3%	$14.72M	73,560
Q1 2025Mar 31, 2025	AZN Astrazeneca PLC	Astrazeneca PLC	Buy	+6,817+23.6%	$2.62M	35,711
Q1 2025Mar 31, 2025	BTI British American Tobacco Indus	British American Tobacco Indus	Buy	+6,744+49.9%	$838.24K	20,262
Q1 2025Mar 31, 2025	JEPQ JPMorgan Nasdaq Equity Premium	JPMorgan Nasdaq Equity Premium	Buy	+6,701+100.7%	$691.50K	13,355
Q1 2025Mar 31, 2025	BF-B Brown Forman Inc	Brown Forman Inc	Buy - Position Entry	+6,663	$226.14K	6,663
Q1 2025Mar 31, 2025	AL Air Lease Corporation	Air Lease Corporation	Buy	+6,600+10.2%	$3.44M	71,283
Q1 2025Mar 31, 2025	LNC Lincoln National Corporation	Lincoln National Corporation	Buy - Position Entry	+6,458	$231.92K	6,458
Q1 2025Mar 31, 2025	DIVB iShares Core Dividend ETF	iShares Core Dividend ETF	Buy - Position Entry	+6,432	$312.08K	6,432
Q1 2025Mar 31, 2025	WES Western Midstream Partners, LP	Western Midstream Partners, LP	Buy - Position Entry	+6,400	$262.14K	6,400

Page 51 of 733 • 21977 total trades

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