- 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	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Buy	+1,069+22.2%	$1.35M	5,879
Q1 2025Mar 31, 2025	AAON AAON, Inc.	AAON, Inc.	Buy	+1,054+49.2%	$249.78K	3,197
Q1 2025Mar 31, 2025	WELL Welltower Inc.	Welltower Inc.	Buy	+1,052+11.5%	$1.56M	10,183
Q1 2025Mar 31, 2025	PSLV Sprott Physical Silver Trust	Sprott Physical Silver Trust	Buy	+1,045+1.4%	$873.10K	75,267
Q1 2025Mar 31, 2025	VRTX Vertex Pharmaceuticals Incorpor	Vertex Pharmaceuticals Incorpor	Buy	+1,041+8.1%	$6.75M	13,931
Q1 2025Mar 31, 2025	EVR Evercore Inc.	Evercore Inc.	Buy	+1,016+15.8%	$1.49M	7,445
Q1 2025Mar 31, 2025	GD General Dynamics Corporation	General Dynamics Corporation	Buy	+1,015+3.3%	$8.55M	31,372
Q1 2025Mar 31, 2025	GGN GAMCO Global Gold, Natural Reso	GAMCO Global Gold, Natural Reso	Buy	+1,000+5.1%	$89.79K	20,547
Q1 2025Mar 31, 2025	AM Antero Midstream Corporation	Antero Midstream Corporation	Buy	+975+6.5%	$288.61K	16,034
Q1 2025Mar 31, 2025	HSBC HSBC Holdings, plc.	HSBC Holdings, plc.	Buy	+970+1.8%	$3.20M	55,785
Q1 2025Mar 31, 2025	AFL AFLAC Incorporated	AFLAC Incorporated	Buy	+951+5.9%	$1.89M	16,969
Q1 2025Mar 31, 2025	AMP Ameriprise Financial, Inc.	Ameriprise Financial, Inc.	Buy	+938+13.9%	$3.71M	7,667
Q1 2025Mar 31, 2025	EQT EQT Corporation	EQT Corporation	Buy	+932+16.8%	$345.80K	6,472
Q1 2025Mar 31, 2025	ONTO Onto Innovation Inc.	Onto Innovation Inc.	Buy	+918+6.5%	$1.81M	14,938
Q1 2025Mar 31, 2025	ELV Elevance Health, Inc.	Elevance Health, Inc.	Buy	+913+15.7%	$2.92M	6,717
Q1 2025Mar 31, 2025	WMB Williams Companies, Inc. (The)	Williams Companies, Inc. (The)	Buy	+874+2.1%	$2.50M	41,765
Q1 2025Mar 31, 2025	FFIV F5, Inc.	F5, Inc.	Buy	+859+5.7%	$4.26M	16,016
Q1 2025Mar 31, 2025	FDVV Fidelity High Dividend ETF	Fidelity High Dividend ETF	Buy	+857+5.8%	$781.01K	15,746
Q1 2025Mar 31, 2025	AEM Agnico Eagle Mines Limited	Agnico Eagle Mines Limited	Buy	+856+29.0%	$412.73K	3,807
Q1 2025Mar 31, 2025	VICI VICI Properties Inc.	VICI Properties Inc.	Buy	+847+0.1%	$45.69M	1,400,543
Q1 2025Mar 31, 2025	ROST Ross Stores, Inc.	Ross Stores, Inc.	Buy	+825+9.7%	$1.19M	9,328
Q1 2025Mar 31, 2025	RBLX Roblox Corporation	Roblox Corporation	Buy	+823+19.0%	$300.10K	5,148
Q1 2025Mar 31, 2025	NET Cloudflare, Inc.	Cloudflare, Inc.	Buy	+808+22.1%	$502.26K	4,457
Q1 2025Mar 31, 2025	RMBS Rambus, Inc.	Rambus, Inc.	Buy	+808+19.1%	$261.00K	5,041
Q1 2025Mar 31, 2025	CIG Comp En De Mn Cemig	Comp En De Mn Cemig	Buy	+803+1.4%	$101.09K	57,435
Q1 2025Mar 31, 2025	GEHC GE HealthCare Technologies Inc.	GE HealthCare Technologies Inc.	Buy	+791+5.5%	$1.22M	15,131
Q1 2025Mar 31, 2025	EBAY eBay Inc.	eBay Inc.	Buy	+788+5.1%	$1.09M	16,094
Q1 2025Mar 31, 2025	CBRE CBRE Group Inc	CBRE Group Inc	Buy	+783+8.7%	$1.28M	9,769
Q1 2025Mar 31, 2025	QSR Restaurant Brands International	Restaurant Brands International	Buy	+780+15.9%	$378.45K	5,679
Q1 2025Mar 31, 2025	TSN Tyson Foods, Inc.	Tyson Foods, Inc.	Buy	+772+8.4%	$633.10K	9,922

Page 59 of 733 • 21977 total trades

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