- 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	OEF iShares S&P 100 ETF	iShares S&P 100 ETF	Buy	+278+12.0%	$702.78K	2,595
Q1 2025Mar 31, 2025	AMLP Alerian MLP ETF	Alerian MLP ETF	Buy	+275+3.5%	$421.65K	8,118
Q1 2025Mar 31, 2025	FLR Fluor Corporation	Fluor Corporation	Buy	+273+3.9%	$261.56K	7,302
Q1 2025Mar 31, 2025	WTBA West Bancorporation	West Bancorporation	Buy	+270+2.5%	$218.81K	10,973
Q1 2025Mar 31, 2025	KLAC KLA Corporation	KLA Corporation	Buy	+267+10.0%	$1.99M	2,928
Q1 2025Mar 31, 2025	ITW Illinois Tool Works Inc.	Illinois Tool Works Inc.	Buy	+267+3.6%	$1.92M	7,752
Q1 2025Mar 31, 2025	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+264+6.7%	$1.10M	4,216
Q1 2025Mar 31, 2025	RJF Raymond James Financial, Inc.	Raymond James Financial, Inc.	Buy	+261+8.8%	$448.63K	3,230
Q1 2025Mar 31, 2025	BDN Brandywine Realty Trust	Brandywine Realty Trust	Buy	+260+1.1%	$107.47K	24,096
Q1 2025Mar 31, 2025	FBTC Fidelity Wise Origin Bitcoin Fu	Fidelity Wise Origin Bitcoin Fu	Buy	+257+4.1%	$472.13K	6,560
Q1 2025Mar 31, 2025	IWM iShares Russell 2000 ETF	iShares Russell 2000 ETF	Buy	+256+0.5%	$11.16M	55,942
Q1 2025Mar 31, 2025	TTWO Take-Two Interactive Software,	Take-Two Interactive Software,	Buy	+254+7.5%	$752.32K	3,630
Q1 2025Mar 31, 2025	ICF iShares Cohen & Steers REIT ETF	iShares Cohen & Steers REIT ETF	Buy	+254+4.6%	$356.01K	5,786
Q1 2025Mar 31, 2025	IDXX IDEXX Laboratories, Inc.	IDEXX Laboratories, Inc.	Buy	+252+15.0%	$813.37K	1,937
Q1 2025Mar 31, 2025	BJ BJ's Wholesale Club Holdings, I	BJ's Wholesale Club Holdings, I	Buy	+250+8.3%	$370.23K	3,245
Q1 2025Mar 31, 2025	CL Colgate-Palmolive Company	Colgate-Palmolive Company	Buy	+249+1.0%	$2.39M	25,535
Q1 2025Mar 31, 2025	EMR Emerson Electric Company	Emerson Electric Company	Buy	+247+1.3%	$2.16M	19,714
Q1 2025Mar 31, 2025	JBL Jabil Inc.	Jabil Inc.	Buy	+244+6.2%	$569.18K	4,183
Q1 2025Mar 31, 2025	IRT Independence Realty Trust, Inc.	Independence Realty Trust, Inc.	Buy	+240+1.0%	$531.49K	25,035
Q1 2025Mar 31, 2025	YUM Yum! Brands, Inc.	Yum! Brands, Inc.	Buy	+240+1.8%	$2.18M	13,822
Q1 2025Mar 31, 2025	GWRE Guidewire Software, Inc.	Guidewire Software, Inc.	Buy	+238+15.6%	$330.13K	1,762
Q1 2025Mar 31, 2025	IP International Paper Company	International Paper Company	Buy	+231+2.6%	$479.84K	8,994
Q1 2025Mar 31, 2025	IWS iShares Russell Mid-cap Value E	iShares Russell Mid-cap Value E	Buy	+225+3.0%	$965.75K	7,667
Q1 2025Mar 31, 2025	SCHK Schwab 1000 Index ETF	Schwab 1000 Index ETF	Buy	+224+2.9%	$213.81K	7,943
Q1 2025Mar 31, 2025	CLOZ Series Portfolios Trust Panagra	Series Portfolios Trust Panagra	Buy	+220+1.9%	$311.34K	11,718
Q1 2025Mar 31, 2025	AB AllianceBernstein Holding L.P.	AllianceBernstein Holding L.P.	Buy	+218+1.1%	$771.87K	20,148
Q1 2025Mar 31, 2025	NWSA News Corporation	News Corporation	Buy	+214+2.8%	$211.12K	7,756
Q1 2025Mar 31, 2025	TROW T. Rowe Price Group, Inc.	T. Rowe Price Group, Inc.	Buy	+213+3.9%	$526.48K	5,731
Q1 2025Mar 31, 2025	DASH DoorDash, Inc.	DoorDash, Inc.	Buy	+208+4.2%	$944.65K	5,169
Q1 2025Mar 31, 2025	AON Aon Plc	Aon Plc	Buy	+207+1.6%	$5.30M	13,270

Page 63 of 733 • 21977 total trades

«‹

61 62 63 64 65

›»