- 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	CAT Caterpillar, Inc.	Caterpillar, Inc.	Buy	+4,218+3.5%	$41.37M	125,429
Q1 2025Mar 31, 2025	SCHI Schwab 5-10 Year Corporate Bond	Schwab 5-10 Year Corporate Bond	Buy	+4,210+24.4%	$482.22K	21,470
Q1 2025Mar 31, 2025	AMX America Movil, S.A.B. de C.V.	America Movil, S.A.B. de C.V.	Buy	+4,154+38.4%	$212.99K	14,978
Q1 2025Mar 31, 2025	GOLD Barrick Gold Corporation	Barrick Gold Corporation	Buy	+4,082+24.4%	$404.26K	20,795
Q1 2025Mar 31, 2025	BCE BCE, Inc.	BCE, Inc.	Buy	+4,038+43.5%	$305.96K	13,326
Q1 2025Mar 31, 2025	IWR iShares Russell Mid-Cap ETF	iShares Russell Mid-Cap ETF	Buy	+3,980+9.6%	$3.87M	45,490
Q1 2025Mar 31, 2025	JAAA Janus Henderson AAA CLO ETF	Janus Henderson AAA CLO ETF	Buy - Position Entry	+3,947	$200.17K	3,947
Q1 2025Mar 31, 2025	CVX Chevron Corporation	Chevron Corporation	Buy	+3,932+3.0%	$22.49M	134,459
Q1 2025Mar 31, 2025	HDB HDFC Bank Limited	HDFC Bank Limited	Buy	+3,894+13.4%	$2.19M	32,940
Q1 2025Mar 31, 2025	NTES NetEase, Inc.	NetEase, Inc.	Buy - Position Entry	+3,870	$398.30K	3,870
Q1 2025Mar 31, 2025	FNDE Schwab Fundamental Emerging Mar	Schwab Fundamental Emerging Mar	Buy	+3,845+23.6%	$619.17K	20,103
Q1 2025Mar 31, 2025	HEFA iShares Currency Hedged MSCI EA	iShares Currency Hedged MSCI EA	Buy	+3,830+18.1%	$907.11K	24,996
Q1 2025Mar 31, 2025	SPTM SPDR Portfolio S&P 1500 Composi	SPDR Portfolio S&P 1500 Composi	Buy	+3,822+9.3%	$3.07M	45,086
Q1 2025Mar 31, 2025	GDX VanEck Gold Miners ETF	VanEck Gold Miners ETF	Buy	+3,820+20.1%	$1.05M	22,799
Q1 2025Mar 31, 2025	DVN Devon Energy Corporation	Devon Energy Corporation	Buy	+3,807+8.9%	$1.74M	46,505
Q1 2025Mar 31, 2025	DFAX Dimensional World ex U.S. Core	Dimensional World ex U.S. Core	Buy	+3,799+0.6%	$16.68M	636,692
Q1 2025Mar 31, 2025	CVS CVS Health Corporation	CVS Health Corporation	Buy	+3,748+9.1%	$3.04M	44,905
Q1 2025Mar 31, 2025	BWXT BWX Technologies, Inc.	BWX Technologies, Inc.	Buy	+3,716+9.4%	$4.27M	43,322
Q1 2025Mar 31, 2025	NTNX Nutanix, Inc.	Nutanix, Inc.	Buy - Position Entry	+3,673	$256.41K	3,673
Q1 2025Mar 31, 2025	RSP Invesco S&P 500 Equal Weight ET	Invesco S&P 500 Equal Weight ET	Buy	+3,665+2.4%	$26.92M	155,378
Q1 2025Mar 31, 2025	RYN Rayonier Inc. REIT	Rayonier Inc. REIT	Buy	+3,664+4.7%	$2.29M	82,302
Q1 2025Mar 31, 2025	CPRT Copart, Inc.	Copart, Inc.	Buy	+3,625+17.9%	$1.35M	23,821
Q1 2025Mar 31, 2025	PFEB Innovator U.S. Equity Power Buf	Innovator U.S. Equity Power Buf	Buy	+3,596+7.0%	$1.98M	55,212
Q1 2025Mar 31, 2025	CTAS Cintas Corporation	Cintas Corporation	Buy	+3,575+48.6%	$2.25M	10,928
Q1 2025Mar 31, 2025	IVV iShares Core S&P 500 ETF	iShares Core S&P 500 ETF	Buy	+3,468+4.1%	$49.96M	88,916
Q1 2025Mar 31, 2025	PKX POSCO Holdings Inc.	POSCO Holdings Inc.	Buy	+3,453+30.8%	$696.93K	14,663
Q1 2025Mar 31, 2025	IEF iShares 7-10 Year Treasury Bond	iShares 7-10 Year Treasury Bond	Buy	+3,401+95.0%	$665.83K	6,982
Q1 2025Mar 31, 2025	VXRT Vaxart, Inc. - Common Stock	Vaxart, Inc. - Common Stock	Buy	+3,400+5.6%	$25.89K	63,613
Q1 2025Mar 31, 2025	GRFS Grifols, S.A.	Grifols, S.A.	Buy	+3,399+14.9%	$186.50K	26,230
Q1 2025Mar 31, 2025	ABNB Airbnb, Inc.	Airbnb, Inc.	Buy	+3,384+56.5%	$1.12M	9,369

Page 54 of 733 • 21977 total trades

«‹

52 53 54 55 56

›»