- 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	BKF iShares MSCI BIC ETF	iShares MSCI BIC ETF	Buy - Position Entry	+5,000	$200.09K	5,000
Q1 2025Mar 31, 2025	TW Tradeweb Markets Inc.	Tradeweb Markets Inc.	Buy	+4,950+9.1%	$8.78M	59,161
Q1 2025Mar 31, 2025	IYT iShares Trust iShares U.S. Tran	iShares Trust iShares U.S. Tran	Buy - Position Entry	+4,923	$315.21K	4,923
Q1 2025Mar 31, 2025	IWO iShares Russell 2000 Growth ETF	iShares Russell 2000 Growth ETF	Buy	+4,864+213.4%	$1.83M	7,143
Q1 2025Mar 31, 2025	JEF Jefferies Financial Group Inc.	Jefferies Financial Group Inc.	Buy	+4,846+3.4%	$7.97M	148,717
Q1 2025Mar 31, 2025	NNN NNN REIT, Inc.	NNN REIT, Inc.	Buy - Position Entry	+4,842	$206.51K	4,842
Q1 2025Mar 31, 2025	CCJ Cameco Corporation	Cameco Corporation	Buy	+4,807+6.2%	$3.41M	82,939
Q1 2025Mar 31, 2025	BIL SPDR Bloomberg 1-3 Month T-Bill	SPDR Bloomberg 1-3 Month T-Bill	Buy	+4,798+77.7%	$1.01M	10,977
Q1 2025Mar 31, 2025	ASX ASE Technology Holding Co., Ltd	ASE Technology Holding Co., Ltd	Buy	+4,737+4.9%	$889.87K	101,583
Q1 2025Mar 31, 2025	XSMO Invesco S&P SmallCap Momentum E	Invesco S&P SmallCap Momentum E	Buy	+4,718+5.1%	$6.11M	97,427
Q1 2025Mar 31, 2025	SPYG SPDR Series Trust SPDR Portfoli	SPDR Series Trust SPDR Portfoli	Buy	+4,713+4.7%	$8.42M	104,755
Q1 2025Mar 31, 2025	CHT Chunghwa Telecom Co., Ltd.	Chunghwa Telecom Co., Ltd.	Buy	+4,707+18.7%	$1.17M	29,922
Q1 2025Mar 31, 2025	PTEN Patterson-UTI Energy, Inc.	Patterson-UTI Energy, Inc.	Buy	+4,691+14.7%	$300.53K	36,561
Q1 2025Mar 31, 2025	QCOM QUALCOMM Incorporated	QUALCOMM Incorporated	Buy	+4,687+4.2%	$17.98M	117,054
Q1 2025Mar 31, 2025	HYG iShares iBoxx $ High Yield Corp	iShares iBoxx $ High Yield Corp	Buy - Position Entry	+4,663	$367.87K	4,663
Q1 2025Mar 31, 2025	IYH iShares U.S. Healthcare ETF	iShares U.S. Healthcare ETF	Buy - Position Entry	+4,596	$279.87K	4,596
Q1 2025Mar 31, 2025	VT Vanguard Total World Stock Inde	Vanguard Total World Stock Inde	Buy	+4,577+7.3%	$7.76M	66,933
Q1 2025Mar 31, 2025	ZS Zscaler, Inc.	Zscaler, Inc.	Buy	+4,536+9.3%	$10.58M	53,311
Q1 2025Mar 31, 2025	SG Sweetgreen, Inc.	Sweetgreen, Inc.	Buy	+4,474+50.8%	$332.26K	13,280
Q1 2025Mar 31, 2025	NDAQ Nasdaq, Inc.	Nasdaq, Inc.	Buy	+4,447+8.4%	$4.34M	57,171
Q1 2025Mar 31, 2025	NEM Newmont Corporation	Newmont Corporation	Buy	+4,415+40.1%	$745.14K	15,434
Q1 2025Mar 31, 2025	HOOD Robinhood Markets, Inc.	Robinhood Markets, Inc.	Buy	+4,370+72.2%	$433.93K	10,426
Q1 2025Mar 31, 2025	CUBE CubeSmart	CubeSmart	Buy	+4,366+15.1%	$1.42M	33,286
Q1 2025Mar 31, 2025	ESGV Vanguard ESG U.S. Stock ETF	Vanguard ESG U.S. Stock ETF	Buy - Position Entry	+4,365	$427.56K	4,365
Q1 2025Mar 31, 2025	XAR SPDR S&P Aerospace & Defense ET	SPDR S&P Aerospace & Defense ET	Buy	+4,342+290.6%	$937.82K	5,836
Q1 2025Mar 31, 2025	APH Amphenol Corporation	Amphenol Corporation	Buy	+4,337+19.2%	$1.76M	26,893
Q1 2025Mar 31, 2025	IBIT iShares Bitcoin Trust ETF	iShares Bitcoin Trust ETF	Buy	+4,328+10.5%	$2.13M	45,398
Q1 2025Mar 31, 2025	HYDB iShares High Yield Systematic B	iShares High Yield Systematic B	Buy - Position Entry	+4,314	$203.15K	4,314
Q1 2025Mar 31, 2025	SCHA Schwab U.S. Small-Cap ETF	Schwab U.S. Small-Cap ETF	Buy	+4,313+1.0%	$9.92M	423,335
Q1 2025Mar 31, 2025	BAH Booz Allen Hamilton Holding Cor	Booz Allen Hamilton Holding Cor	Buy	+4,234+199.0%	$665.34K	6,362

Page 53 of 733 • 21977 total trades

«‹

51 52 53 54 55

›»