- 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	ED Consolidated Edison, Inc.	Consolidated Edison, Inc.	Buy	+556+4.1%	$1.55M	14,052
Q1 2025Mar 31, 2025	IEI iShares 3-7 Year Treasury Bond	iShares 3-7 Year Treasury Bond	Buy	+548+19.1%	$402.83K	3,410
Q1 2025Mar 31, 2025	TECK Teck Resources Ltd	Teck Resources Ltd	Buy	+545+5.6%	$377.19K	10,354
Q1 2025Mar 31, 2025	PH Parker-Hannifin Corporation	Parker-Hannifin Corporation	Buy	+539+1.1%	$30.86M	50,776
Q1 2025Mar 31, 2025	KR Kroger Company (The)	Kroger Company (The)	Buy	+538+2.4%	$1.58M	23,332
Q1 2025Mar 31, 2025	IWP iShares Russell Midcap Growth E	iShares Russell Midcap Growth E	Buy	+535+3.3%	$1.99M	16,938
Q1 2025Mar 31, 2025	PHYS Sprott Physical Gold Trust	Sprott Physical Gold Trust	Buy	+535+4.2%	$319.01K	13,259
Q1 2025Mar 31, 2025	UUUU Energy Fuels Inc	Energy Fuels Inc	Buy	+534+2.5%	$81.02K	21,721
Q1 2025Mar 31, 2025	PGR Progressive Corporation (The)	Progressive Corporation (The)	Buy	+519+0.9%	$16.62M	58,739
Q1 2025Mar 31, 2025	PAYO Payoneer Global Inc.	Payoneer Global Inc.	Buy	+519+1.8%	$215.59K	29,493
Q1 2025Mar 31, 2025	VIAV Viavi Solutions Inc.	Viavi Solutions Inc.	Buy	+515+4.4%	$135.89K	12,144
Q1 2025Mar 31, 2025	TEAM Atlassian Corporation	Atlassian Corporation	Buy	+510+24.3%	$553.74K	2,609
Q1 2025Mar 31, 2025	BURL Burlington Stores, Inc.	Burlington Stores, Inc.	Buy	+488+22.6%	$630.38K	2,645
Q1 2025Mar 31, 2025	TDS Telephone and Data Systems, Inc	Telephone and Data Systems, Inc	Buy	+485+8.0%	$253.51K	6,544
Q1 2025Mar 31, 2025	ATO Atmos Energy Corporation	Atmos Energy Corporation	Buy	+482+28.8%	$333.61K	2,158
Q1 2025Mar 31, 2025	PDD PDD Holdings Inc.	PDD Holdings Inc.	Buy	+482+10.6%	$597.67K	5,050
Q1 2025Mar 31, 2025	CHD Church & Dwight Company, Inc.	Church & Dwight Company, Inc.	Buy	+481+4.3%	$1.30M	11,792
Q1 2025Mar 31, 2025	IBB iShares Biotechnology ETF	iShares Biotechnology ETF	Buy	+479+14.9%	$471.15K	3,684
Q1 2025Mar 31, 2025	ARE Alexandria Real Estate Equities	Alexandria Real Estate Equities	Buy	+477+22.3%	$242.36K	2,620
Q1 2025Mar 31, 2025	VST Vistra Corp.	Vistra Corp.	Buy	+465+3.2%	$1.79M	15,217
Q1 2025Mar 31, 2025	FOXA Fox Corporation	Fox Corporation	Buy	+464+7.8%	$364.12K	6,433
Q1 2025Mar 31, 2025	CW Curtiss-Wright Corporation	Curtiss-Wright Corporation	Buy	+460+5.4%	$2.84M	8,955
Q1 2025Mar 31, 2025	ESGD iShares ESG Aware MSCI EAFE ETF	iShares ESG Aware MSCI EAFE ETF	Buy	+460+8.7%	$471.27K	5,769
Q1 2025Mar 31, 2025	CP Canadian Pacific Kansas City Li	Canadian Pacific Kansas City Li	Buy	+448+3.6%	$906.35K	12,909
Q1 2025Mar 31, 2025	IYF iShares U.S. Financial ETF	iShares U.S. Financial ETF	Buy	+437+18.9%	$309.89K	2,746
Q1 2025Mar 31, 2025	SPG Simon Property Group, Inc.	Simon Property Group, Inc.	Buy	+437+7.5%	$1.04M	6,249
Q1 2025Mar 31, 2025	CINF Cincinnati Financial Corporatio	Cincinnati Financial Corporatio	Buy	+434+14.7%	$500.97K	3,391
Q1 2025Mar 31, 2025	PXH Invesco FTSE RAFI Emerging Mark	Invesco FTSE RAFI Emerging Mark	Buy	+428+0.8%	$1.14M	52,655
Q1 2025Mar 31, 2025	SNPS Synopsys, Inc.	Synopsys, Inc.	Buy	+426+5.9%	$3.29M	7,665
Q1 2025Mar 31, 2025	RSG Republic Services, Inc.	Republic Services, Inc.	Buy	+418+9.9%	$1.13M	4,660

Page 61 of 733 • 21977 total trades

«‹

59 60 61 62 63

›»