- 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	KGC Kinross Gold Corporation	Kinross Gold Corporation	Buy	+3,373+10.0%	$467.27K	37,056
Q1 2025Mar 31, 2025	SMFG Sumitomo Mitsui Financial Group	Sumitomo Mitsui Financial Group	Buy	+3,373+4.0%	$1.37M	88,493
Q1 2025Mar 31, 2025	CORT Corcept Therapeutics Incorporat	Corcept Therapeutics Incorporat	Buy - Position Entry	+3,362	$384.01K	3,362
Q1 2025Mar 31, 2025	CSQ Calamos Strategic Total Return	Calamos Strategic Total Return	Buy	+3,325+19.3%	$332.84K	20,571
Q1 2025Mar 31, 2025	KWEB KraneShares Trust KraneShares C	KraneShares Trust KraneShares C	Buy - Position Entry	+3,322	$115.99K	3,322
Q1 2025Mar 31, 2025	SCHX Schwab U.S. Large-Cap ETF	Schwab U.S. Large-Cap ETF	Buy	+3,315+0.1%	$55.96M	2,534,479
Q1 2025Mar 31, 2025	SNEX StoneX Group Inc.	StoneX Group Inc.	Buy - Position Entry	+3,285	$250.91K	3,285
Q1 2025Mar 31, 2025	SNY Sanofi	Sanofi	Buy	+3,269+15.6%	$1.35M	24,272
Q1 2025Mar 31, 2025	TFC Truist Financial Corporation	Truist Financial Corporation	Buy	+3,236+9.2%	$1.58M	38,333
Q1 2025Mar 31, 2025	HDSN Hudson Technologies, Inc.	Hudson Technologies, Inc.	Buy	+3,225+24.2%	$101.96K	16,525
Q1 2025Mar 31, 2025	BKR Baker Hughes Company	Baker Hughes Company	Buy	+3,199+26.9%	$663.76K	15,103
Q1 2025Mar 31, 2025	V Visa Inc.	Visa Inc.	Buy	+3,176+1.5%	$77.16M	220,176
Q1 2025Mar 31, 2025	IYG iShares U.S. Financial Services	iShares U.S. Financial Services	Buy - Position Entry	+3,153	$247.67K	3,153
Q1 2025Mar 31, 2025	KEY KeyCorp	KeyCorp	Buy	+3,145+4.8%	$1.10M	68,857
Q1 2025Mar 31, 2025	FDN First Trust DJ Internet Index F	First Trust DJ Internet Index F	Buy	+3,100+4.8%	$14.96M	67,340
Q1 2025Mar 31, 2025	LOW Lowe's Companies, Inc.	Lowe's Companies, Inc.	Buy	+3,080+8.3%	$9.39M	40,261
Q1 2025Mar 31, 2025	PLTR Palantir Technologies Inc.	Palantir Technologies Inc.	Buy	+3,080+1.1%	$24.04M	284,808
Q1 2025Mar 31, 2025	ENB Enbridge Inc	Enbridge Inc	Buy	+2,968+3.2%	$4.26M	96,195
Q1 2025Mar 31, 2025	IWF iShares Russell 1000 Growth ETF	iShares Russell 1000 Growth ETF	Buy	+2,932+14.3%	$8.49M	23,502
Q1 2025Mar 31, 2025	SPSM SPDR Portfolio S&P 600 Small Ca	SPDR Portfolio S&P 600 Small Ca	Buy	+2,853+4.0%	$3.05M	74,869
Q1 2025Mar 31, 2025	ITT ITT Inc.	ITT Inc.	Buy	+2,765+10.2%	$3.85M	29,831
Q1 2025Mar 31, 2025	UNM Unum Group	Unum Group	Buy - Position Entry	+2,655	$216.29K	2,655
Q1 2025Mar 31, 2025	ZION Zions Bancorporation N.A.	Zions Bancorporation N.A.	Buy	+2,652+4.0%	$3.48M	69,770
Q1 2025Mar 31, 2025	GSK GSK plc	GSK plc	Buy	+2,649+12.8%	$902.41K	23,294
Q1 2025Mar 31, 2025	DAL Delta Air Lines, Inc.	Delta Air Lines, Inc.	Buy	+2,645+16.3%	$824.76K	18,916
Q1 2025Mar 31, 2025	ALL Allstate Corporation (The)	Allstate Corporation (The)	Buy	+2,643+30.3%	$2.35M	11,361
Q1 2025Mar 31, 2025	TLT iShares 20+ Year Treasury Bond	iShares 20+ Year Treasury Bond	Buy - Position Entry	+2,603	$236.95K	2,603
Q1 2025Mar 31, 2025	LBRDA Liberty Broadband Corporation	Liberty Broadband Corporation	Buy - Position Entry	+2,580	$219.30K	2,580
Q1 2025Mar 31, 2025	BBY Best Buy Co., Inc.	Best Buy Co., Inc.	Buy	+2,539+65.3%	$473.12K	6,427
Q1 2025Mar 31, 2025	OKTA Okta, Inc.	Okta, Inc.	Buy - Position Entry	+2,518	$265.00K	2,518

Page 55 of 733 • 21977 total trades

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