- 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	OKE ONEOK, Inc.	ONEOK, Inc.	Buy	+767+0.4%	$21.03M	211,961
Q1 2025Mar 31, 2025	MSTR MicroStrategy Incorporated	MicroStrategy Incorporated	Buy	+760+12.8%	$1.93M	6,695
Q1 2025Mar 31, 2025	VLO Valero Energy Corporation	Valero Energy Corporation	Buy	+757+4.2%	$2.51M	18,975
Q1 2025Mar 31, 2025	SAP SAP SE	SAP SE	Buy	+751+6.7%	$3.23M	12,041
Q1 2025Mar 31, 2025	SPYV SPDR Series Trust SPDR Portfoli	SPDR Series Trust SPDR Portfoli	Buy	+730+1.4%	$2.73M	53,395
Q1 2025Mar 31, 2025	OTIS Otis Worldwide Corporation	Otis Worldwide Corporation	Buy	+719+7.8%	$1.03M	9,936
Q1 2025Mar 31, 2025	INTU Intuit Inc.	Intuit Inc.	Buy	+710+4.7%	$9.73M	15,846
Q1 2025Mar 31, 2025	ROG Rogers Corporation	Rogers Corporation	Buy	+704+22.9%	$255.06K	3,777
Q1 2025Mar 31, 2025	AEE Ameren Corporation	Ameren Corporation	Buy	+702+8.9%	$862.35K	8,589
Q1 2025Mar 31, 2025	MGK Vanguard Mega Cap Growth ETF	Vanguard Mega Cap Growth ETF	Buy - Position Entry	+702	$216.92K	702
Q1 2025Mar 31, 2025	SMH VanEck Semiconductor ETF	VanEck Semiconductor ETF	Buy	+701+33.5%	$591.08K	2,795
Q1 2025Mar 31, 2025	FTNT Fortinet, Inc.	Fortinet, Inc.	Buy	+679+4.3%	$1.58M	16,393
Q1 2025Mar 31, 2025	TD Toronto Dominion Bank (The)	Toronto Dominion Bank (The)	Buy	+654+4.1%	$992.85K	16,564
Q1 2025Mar 31, 2025	MLM Martin Marietta Materials, Inc.	Martin Marietta Materials, Inc.	Buy	+637+6.0%	$5.41M	11,309
Q1 2025Mar 31, 2025	ITA iShares U.S. Aerospace & Defens	iShares U.S. Aerospace & Defens	Buy	+634+25.0%	$484.80K	3,167
Q1 2025Mar 31, 2025	IJK iShares S&P Mid-Cap 400 Growth	iShares S&P Mid-Cap 400 Growth	Buy	+630+22.7%	$283.39K	3,403
Q1 2025Mar 31, 2025	NFLX Netflix, Inc.	Netflix, Inc.	Buy	+622+4.4%	$13.70M	14,696
Q1 2025Mar 31, 2025	IUSB iShares Core Total USD Bond Mar	iShares Core Total USD Bond Mar	Buy	+621+14.0%	$232.61K	5,048
Q1 2025Mar 31, 2025	RY Royal Bank Of Canada	Royal Bank Of Canada	Buy	+618+4.1%	$1.78M	15,808
Q1 2025Mar 31, 2025	TRI Thomson Reuters Corp	Thomson Reuters Corp	Buy	+613+22.1%	$585.04K	3,386
Q1 2025Mar 31, 2025	IWD iShares Russell 1000 Value ETF	iShares Russell 1000 Value ETF	Buy	+607+2.6%	$4.50M	23,911
Q1 2025Mar 31, 2025	CLM Cornerstone Strategic Value Fd	Cornerstone Strategic Value Fd	Buy	+600+2.8%	$163.46K	22,000
Q1 2025Mar 31, 2025	MPC Marathon Petroleum Corporation	Marathon Petroleum Corporation	Buy	+599+3.6%	$2.50M	17,153
Q1 2025Mar 31, 2025	TXN Texas Instruments Incorporated	Texas Instruments Incorporated	Buy	+591+0.7%	$15.60M	86,828
Q1 2025Mar 31, 2025	IRM Iron Mountain Incorporated (Del	Iron Mountain Incorporated (Del	Buy	+580+7.0%	$763.45K	8,873
Q1 2025Mar 31, 2025	GTLS Chart Industries, Inc.	Chart Industries, Inc.	Buy	+574+5.8%	$1.51M	10,454
Q1 2025Mar 31, 2025	CME CME Group Inc.	CME Group Inc.	Buy	+573+5.7%	$2.80M	10,569
Q1 2025Mar 31, 2025	VGT Vanguard Information Tech ETF	Vanguard Information Tech ETF	Buy	+566+7.5%	$4.42M	8,150
Q1 2025Mar 31, 2025	MTZ MasTec, Inc.	MasTec, Inc.	Buy	+565+33.5%	$263.00K	2,253
Q1 2025Mar 31, 2025	NKE Nike, Inc.	Nike, Inc.	Buy	+558+3.5%	$1.05M	16,500

Page 60 of 733 • 21977 total trades

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