- 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	WWD Woodward, Inc.	Woodward, Inc.	Buy	+1,335+8.6%	$3.09M	16,912
Q1 2025Mar 31, 2025	STIP iShares 0-5 Year TIPS Bond ETF	iShares 0-5 Year TIPS Bond ETF	Buy	+1,314+22.9%	$730.60K	7,061
Q1 2025Mar 31, 2025	DG Dollar General Corporation	Dollar General Corporation	Buy	+1,300+23.8%	$594.30K	6,759
Q1 2025Mar 31, 2025	VGK Vanguard FTSEEuropean ETF	Vanguard FTSEEuropean ETF	Buy	+1,293+9.6%	$1.04M	14,758
Q1 2025Mar 31, 2025	HWM Howmet Aerospace Inc.	Howmet Aerospace Inc.	Buy	+1,282+27.1%	$780.71K	6,018
Q1 2025Mar 31, 2025	UBER Uber Technologies, Inc.	Uber Technologies, Inc.	Buy	+1,278+2.7%	$3.55M	48,682
Q1 2025Mar 31, 2025	CPNG Coupang, Inc.	Coupang, Inc.	Buy	+1,276+1.9%	$1.49M	68,105
Q1 2025Mar 31, 2025	QQQM Invesco NASDAQ 100 ETF	Invesco NASDAQ 100 ETF	Buy	+1,270+91.6%	$512.67K	2,656
Q1 2025Mar 31, 2025	SCCO Southern Copper Corporation	Southern Copper Corporation	Buy	+1,256+33.7%	$465.80K	4,984
Q1 2025Mar 31, 2025	FNDC Schwab Fundamental Internationa	Schwab Fundamental Internationa	Buy	+1,253+11.2%	$448.66K	12,394
Q1 2025Mar 31, 2025	GLW Corning Incorporated	Corning Incorporated	Buy	+1,248+4.5%	$1.31M	28,687
Q1 2025Mar 31, 2025	E ENI S.p.A.	ENI S.p.A.	Buy	+1,209+10.5%	$394.48K	12,754
Q1 2025Mar 31, 2025	HEI-A Heico Corporation	Heico Corporation	Buy - Position Entry	+1,207	$254.61K	1,207
Q1 2025Mar 31, 2025	TTE TotalEnergies SE	TotalEnergies SE	Buy	+1,206+7.7%	$1.09M	16,790
Q1 2025Mar 31, 2025	SCHC Schwab International Small-Cap	Schwab International Small-Cap	Buy	+1,205+7.1%	$648.98K	18,087
Q1 2025Mar 31, 2025	OSIS OSI Systems, Inc.	OSI Systems, Inc.	Buy - Position Entry	+1,204	$233.99K	1,204
Q1 2025Mar 31, 2025	NWG NatWest Group plc	NatWest Group plc	Buy	+1,193+3.9%	$376.42K	31,579
Q1 2025Mar 31, 2025	HR Healthcare Realty Trust Incorpo	Healthcare Realty Trust Incorpo	Buy	+1,171+8.6%	$250.17K	14,803
Q1 2025Mar 31, 2025	HPQ HP Inc.	HP Inc.	Buy	+1,163+4.6%	$728.01K	26,291
Q1 2025Mar 31, 2025	VXF Vanguard Extended Market ETF	Vanguard Extended Market ETF	Buy	+1,149+103.9%	$388.37K	2,255
Q1 2025Mar 31, 2025	SPGI S&P Global Inc.	S&P Global Inc.	Buy	+1,148+19.6%	$3.56M	7,003
Q1 2025Mar 31, 2025	BGNE BeiGene, Ltd.	BeiGene, Ltd.	Buy - Position Entry	+1,134	$308.64K	1,134
Q1 2025Mar 31, 2025	PNC PNC Financial Services Group, I	PNC Financial Services Group, I	Buy	+1,129+7.9%	$2.71M	15,406
Q1 2025Mar 31, 2025	TFI SPDR Nuveen Bloomberg Municipal	SPDR Nuveen Bloomberg Municipal	Buy	+1,115+4.9%	$1.07M	23,837
Q1 2025Mar 31, 2025	TKC Turkcell Iletisim Hizmetleri AS	Turkcell Iletisim Hizmetleri AS	Buy	+1,113+2.1%	$341.90K	54,968
Q1 2025Mar 31, 2025	MFC Manulife Financial Corporation	Manulife Financial Corporation	Buy	+1,109+1.9%	$1.89M	60,666
Q1 2025Mar 31, 2025	PHI PLDT Inc. Sponsored	PLDT Inc. Sponsored	Buy	+1,108+9.5%	$278.56K	12,737
Q1 2025Mar 31, 2025	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Buy	+1,106+3.3%	$4.09M	35,004
Q1 2025Mar 31, 2025	SCMB Schwab Strategic Trust Schwab M	Schwab Strategic Trust Schwab M	Buy	+1,094+6.3%	$468.38K	18,462
Q1 2025Mar 31, 2025	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Buy	+1,092+1.6%	$66.27M	70,068

Page 58 of 733 • 21977 total trades

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