- 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	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Buy	+6,364+2.0%	$25.69M	328,160
Q1 2025Mar 31, 2025	IGIB iShares 5-10 Year Investment Gr	iShares 5-10 Year Investment Gr	Buy - Position Entry	+6,341	$333.04K	6,341
Q1 2025Mar 31, 2025	AWI Armstrong World Industries Inc	Armstrong World Industries Inc	Buy - Position Entry	+6,332	$892.05K	6,332
Q1 2025Mar 31, 2025	FXH First Trust Health Care AlphaDE	First Trust Health Care AlphaDE	Buy - Position Entry	+6,304	$653.10K	6,304
Q1 2025Mar 31, 2025	XLF SPDR Select Sector Fund - Finan	SPDR Select Sector Fund - Finan	Buy	+6,206+1.8%	$17.96M	360,634
Q1 2025Mar 31, 2025	CHRW C.H. Robinson Worldwide, Inc.	C.H. Robinson Worldwide, Inc.	Buy	+6,045+29.8%	$2.69M	26,306
Q1 2025Mar 31, 2025	XEL Xcel Energy Inc.	Xcel Energy Inc.	Buy	+5,883+28.6%	$1.87M	26,448
Q1 2025Mar 31, 2025	XBAP Innovator U.S. Equity Accelerat	Innovator U.S. Equity Accelerat	Buy - Position Entry	+5,832	$203.60K	5,832
Q1 2025Mar 31, 2025	VEU Vanguard FTSE All World Ex US E	Vanguard FTSE All World Ex US E	Buy	+5,811+5.9%	$6.32M	104,127
Q1 2025Mar 31, 2025	MFG Mizuho Financial Group, Inc. Sp	Mizuho Financial Group, Inc. Sp	Buy	+5,804+5.6%	$603.44K	109,517
Q1 2025Mar 31, 2025	QQQ Invesco QQQ Trust, Series 1	Invesco QQQ Trust, Series 1	Buy	+5,766+5.8%	$49.57M	105,720
Q1 2025Mar 31, 2025	OGN Organon & Co.	Organon & Co.	Buy	+5,758+42.2%	$288.75K	19,392
Q1 2025Mar 31, 2025	TSLA Tesla, Inc.	Tesla, Inc.	Buy	+5,739+6.9%	$22.98M	88,671
Q1 2025Mar 31, 2025	IBM International Business Machines	International Business Machines	Buy	+5,693+3.3%	$44.67M	179,625
Q1 2025Mar 31, 2025	TMO Thermo Fisher Scientific Inc	Thermo Fisher Scientific Inc	Buy	+5,620+5.9%	$49.86M	100,191
Q1 2025Mar 31, 2025	XLK SPDR Select Sector Fund - Techn	SPDR Select Sector Fund - Techn	Buy	+5,601+17.4%	$7.80M	37,779
Q1 2025Mar 31, 2025	SLYV SPDR S&P 600 Small Cap Value ET	SPDR S&P 600 Small Cap Value ET	Buy - Position Entry	+5,565	$436.30K	5,565
Q1 2025Mar 31, 2025	VOO Vanguard S&P 500 ETF	Vanguard S&P 500 ETF	Buy	+5,555+14.5%	$22.52M	43,822
Q1 2025Mar 31, 2025	MCD McDonald's Corporation	McDonald's Corporation	Buy	+5,538+4.9%	$36.99M	118,423
Q1 2025Mar 31, 2025	VB Vanguard Small-Cap ETF	Vanguard Small-Cap ETF	Buy	+5,513+18.9%	$7.69M	34,669
Q1 2025Mar 31, 2025	VFVA Vanguard Wellington Fund ETF	Vanguard Wellington Fund ETF	Buy	+5,511+6.6%	$10.20M	89,478
Q1 2025Mar 31, 2025	AR Antero Resources Corporation	Antero Resources Corporation	Buy - Position Entry	+5,444	$220.15K	5,444
Q1 2025Mar 31, 2025	ICSH iShares Ultra Short-Term Bond A	iShares Ultra Short-Term Bond A	Buy - Position Entry	+5,360	$271.75K	5,360
Q1 2025Mar 31, 2025	AMGN Amgen Inc.	Amgen Inc.	Buy	+5,225+3.6%	$46.44M	149,061
Q1 2025Mar 31, 2025	CE Celanese Corporation	Celanese Corporation	Buy - Position Entry	+5,145	$292.08K	5,145
Q1 2025Mar 31, 2025	NVS Novartis AG	Novartis AG	Buy	+5,135+18.6%	$3.65M	32,777
Q1 2025Mar 31, 2025	GFI Gold Fields Limited	Gold Fields Limited	Buy	+5,102+47.9%	$348.05K	15,756
Q1 2025Mar 31, 2025	WOR Worthington Enterprises, Inc.	Worthington Enterprises, Inc.	Buy - Position Entry	+5,102	$255.56K	5,102
Q1 2025Mar 31, 2025	SSB SouthState Corporation	SouthState Corporation	Buy	+5,088+158.1%	$770.96K	8,306
Q1 2025Mar 31, 2025	FAST Fastenal Company	Fastenal Company	Buy	+5,015+45.6%	$1.24M	16,023

Page 52 of 733 • 21977 total trades

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