- 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	BMI Badger Meter, Inc.	Badger Meter, Inc.	Buy	+2,516+128.7%	$850.61K	4,471
Q1 2025Mar 31, 2025	KEYS Keysight Technologies Inc.	Keysight Technologies Inc.	Buy	+2,459+8.9%	$4.52M	30,153
Q1 2025Mar 31, 2025	BBVA Banco Bilbao Vizcaya Argentaria	Banco Bilbao Vizcaya Argentaria	Buy	+2,391+3.8%	$882.91K	64,825
Q1 2025Mar 31, 2025	SCHR Schwab Intermediate-Term U.S. T	Schwab Intermediate-Term U.S. T	Buy	+2,359+10.3%	$628.37K	25,276
Q1 2025Mar 31, 2025	GSLC Goldman Sachs ActiveBeta U.S. L	Goldman Sachs ActiveBeta U.S. L	Buy - Position Entry	+2,313	$254.62K	2,313
Q1 2025Mar 31, 2025	PHM PulteGroup, Inc.	PulteGroup, Inc.	Buy	+2,303+11.7%	$2.26M	22,015
Q1 2025Mar 31, 2025	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+2,284+17.4%	$2.04M	15,427
Q1 2025Mar 31, 2025	HQY HealthEquity, Inc.	HealthEquity, Inc.	Buy	+2,281+15.9%	$1.47M	16,645
Q1 2025Mar 31, 2025	MTH Meritage Homes Corporation	Meritage Homes Corporation	Buy	+2,248+136.0%	$276.50K	3,901
Q1 2025Mar 31, 2025	ITRI Itron, Inc.	Itron, Inc.	Buy	+2,244+8.8%	$2.90M	27,638
Q1 2025Mar 31, 2025	COR Cencora, Inc.	Cencora, Inc.	Buy	+2,218+30.9%	$2.61M	9,392
Q1 2025Mar 31, 2025	WM Waste Management, Inc.	Waste Management, Inc.	Buy	+2,147+1.2%	$41.04M	177,269
Q1 2025Mar 31, 2025	VPU Vanguard Utilities ETF	Vanguard Utilities ETF	Buy	+2,136+56.8%	$1.01M	5,899
Q1 2025Mar 31, 2025	BBUS JPMorgan BetaBuilders U.S. Equi	JPMorgan BetaBuilders U.S. Equi	Buy - Position Entry	+2,121	$213.99K	2,121
Q1 2025Mar 31, 2025	PPL PPL Corporation	PPL Corporation	Buy	+2,116+17.9%	$503.29K	13,938
Q1 2025Mar 31, 2025	TXT Textron Inc.	Textron Inc.	Buy	+2,101+4.4%	$3.61M	49,942
Q1 2025Mar 31, 2025	IYM iShares U.S. Basic Materials ET	iShares U.S. Basic Materials ET	Buy - Position Entry	+2,070	$279.04K	2,070
Q1 2025Mar 31, 2025	HYLB Xtrackers USD High Yield Corpor	Xtrackers USD High Yield Corpor	Buy	+2,069+34.8%	$289.47K	8,008
Q1 2025Mar 31, 2025	EAGG iShares ESG Aware U.S. Aggregat	iShares ESG Aware U.S. Aggregat	Buy	+2,058+23.7%	$509.65K	10,734
Q1 2025Mar 31, 2025	ES Eversource Energy (D/B/A)	Eversource Energy (D/B/A)	Buy	+2,010+11.0%	$1.26M	20,212
Q1 2025Mar 31, 2025	RVTY Revvity, Inc.	Revvity, Inc.	Buy	+1,992+7.7%	$2.95M	27,921
Q1 2025Mar 31, 2025	ADI Analog Devices, Inc.	Analog Devices, Inc.	Buy	+1,976+14.9%	$3.07M	15,218
Q1 2025Mar 31, 2025	FCX Freeport-McMoRan, Inc.	Freeport-McMoRan, Inc.	Buy	+1,969+6.6%	$1.21M	32,019
Q1 2025Mar 31, 2025	GNRC Generac Holdlings Inc.	Generac Holdlings Inc.	Buy - Position Entry	+1,937	$245.38K	1,937
Q1 2025Mar 31, 2025	NG Novagold Resources Inc.	Novagold Resources Inc.	Buy	+1,928+2.3%	$247.80K	84,863
Q1 2025Mar 31, 2025	LGF-B Lions Gate Entertainment Corpor	Lions Gate Entertainment Corpor	Buy	+1,927+2.7%	$588.24K	74,273
Q1 2025Mar 31, 2025	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Buy	+1,879+18.3%	$2.10M	12,168
Q1 2025Mar 31, 2025	PBA Pembina Pipeline Corp.	Pembina Pipeline Corp.	Buy	+1,854+13.1%	$642.89K	16,060
Q1 2025Mar 31, 2025	CFG Citizens Financial Group, Inc.	Citizens Financial Group, Inc.	Buy	+1,838+8.0%	$1.01M	24,714
Q1 2025Mar 31, 2025	SHEL Shell PLC	Shell PLC	Buy	+1,814+3.8%	$3.63M	49,580

Page 56 of 733 • 21977 total trades

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