- 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	FBT First Trust Amex Biotech Index	First Trust Amex Biotech Index	Buy - Position Entry	+1,775	$301.95K	1,775
Q1 2025Mar 31, 2025	URNM Sprott Uranium Miners ETF	Sprott Uranium Miners ETF	Buy	+1,759+16.2%	$409.10K	12,611
Q1 2025Mar 31, 2025	IYJ iShares U.S. Industrials ETF	iShares U.S. Industrials ETF	Buy - Position Entry	+1,746	$227.28K	1,746
Q1 2025Mar 31, 2025	VO Vanguard Mid-Cap ETF	Vanguard Mid-Cap ETF	Buy	+1,735+24.2%	$2.30M	8,907
Q1 2025Mar 31, 2025	VEEV Veeva Systems Inc.	Veeva Systems Inc.	Buy	+1,717+9.7%	$4.49M	19,393
Q1 2025Mar 31, 2025	MCK McKesson Corporation	McKesson Corporation	Buy	+1,688+24.1%	$5.85M	8,696
Q1 2025Mar 31, 2025	PM Philip Morris International Inc	Philip Morris International Inc	Buy	+1,682+1.9%	$14.15M	89,155
Q1 2025Mar 31, 2025	MU Micron Technology, Inc.	Micron Technology, Inc.	Buy	+1,680+4.4%	$3.45M	39,720
Q1 2025Mar 31, 2025	HMC Honda Motor Company, Ltd.	Honda Motor Company, Ltd.	Buy	+1,631+8.4%	$568.40K	20,951
Q1 2025Mar 31, 2025	ETR Entergy Corporation	Entergy Corporation	Buy	+1,611+30.6%	$588.07K	6,879
Q1 2025Mar 31, 2025	MRVL Marvell Technology, Inc.	Marvell Technology, Inc.	Buy	+1,605+10.4%	$1.05M	17,003
Q1 2025Mar 31, 2025	CDW CDW Corporation	CDW Corporation	Buy	+1,604+8.7%	$3.20M	19,995
Q1 2025Mar 31, 2025	WBD Warner Bros. Discovery, Inc. -	Warner Bros. Discovery, Inc. -	Buy	+1,588+2.6%	$675.62K	62,966
Q1 2025Mar 31, 2025	BCS Barclays PLC	Barclays PLC	Buy	+1,571+5.0%	$506.59K	32,981
Q1 2025Mar 31, 2025	ET Energy Transfer LP	Energy Transfer LP	Buy	+1,558+3.2%	$926.75K	49,852
Q1 2025Mar 31, 2025	KMI Kinder Morgan, Inc.	Kinder Morgan, Inc.	Buy	+1,546+0.9%	$5.12M	179,404
Q1 2025Mar 31, 2025	RXI iShares Global Consumer Discret	iShares Global Consumer Discret	Buy - Position Entry	+1,518	$269.69K	1,518
Q1 2025Mar 31, 2025	LEN Lennar Corporation	Lennar Corporation	Buy	+1,506+25.7%	$844.75K	7,360
Q1 2025Mar 31, 2025	PLD Prologis, Inc.	Prologis, Inc.	Buy	+1,500+12.2%	$1.54M	13,813
Q1 2025Mar 31, 2025	GEV GE Vernova Inc.	GE Vernova Inc.	Buy	+1,480+6.8%	$7.13M	23,348
Q1 2025Mar 31, 2025	DNOW DNOW Inc.	DNOW Inc.	Buy	+1,467+1.8%	$1.39M	81,390
Q1 2025Mar 31, 2025	FNV Franco-Nevada Corporation	Franco-Nevada Corporation	Buy	+1,448+70.6%	$551.25K	3,499
Q1 2025Mar 31, 2025	IGSB iShares 1-5 Year Investment Gra	iShares 1-5 Year Investment Gra	Buy	+1,444+4.6%	$1.73M	33,113
Q1 2025Mar 31, 2025	MAR Marriott International	Marriott International	Buy	+1,432+11.9%	$3.20M	13,441
Q1 2025Mar 31, 2025	CARR Carrier Global Corporation	Carrier Global Corporation	Buy	+1,400+8.3%	$1.16M	18,285
Q1 2025Mar 31, 2025	EAT Brinker International, Inc.	Brinker International, Inc.	Buy - Position Entry	+1,381	$205.84K	1,381
Q1 2025Mar 31, 2025	DGX Quest Diagnostics Incorporated	Quest Diagnostics Incorporated	Buy	+1,380+7.0%	$3.56M	21,030
Q1 2025Mar 31, 2025	TRP TC Energy Corporation	TC Energy Corporation	Buy	+1,362+13.4%	$544.75K	11,539
Q1 2025Mar 31, 2025	PSX Phillips 66	Phillips 66	Buy	+1,351+4.6%	$3.81M	30,883
Q1 2025Mar 31, 2025	VOOG Vanguard S&P 500 Growth ETF	Vanguard S&P 500 Growth ETF	Buy	+1,350+49.9%	$1.36M	4,056

Page 57 of 733 • 21977 total trades

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