- 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	LYV Live Nation Entertainment, Inc.	Live Nation Entertainment, Inc.	Buy	+207+7.9%	$369.64K	2,831
Q1 2025Mar 31, 2025	SPHQ Invesco S&P 500 Quality ETF	Invesco S&P 500 Quality ETF	Buy	+204+2.5%	$561.47K	8,463
Q1 2025Mar 31, 2025	LRN Stride, Inc.	Stride, Inc.	Buy	+202+9.9%	$283.90K	2,244
Q1 2025Mar 31, 2025	BMO Bank Of Montreal	Bank Of Montreal	Buy	+196+5.4%	$362.65K	3,797
Q1 2025Mar 31, 2025	CALM Cal-Maine Foods, Inc.	Cal-Maine Foods, Inc.	Buy	+191+8.2%	$228.25K	2,511
Q1 2025Mar 31, 2025	IWN iShares Russell 2000 Value ETF	iShares Russell 2000 Value ETF	Buy	+191+3.8%	$793.23K	5,254
Q1 2025Mar 31, 2025	XMHQ Invesco S&P MidCap Quality ETF	Invesco S&P MidCap Quality ETF	Buy	+191+5.5%	$334.82K	3,658
Q1 2025Mar 31, 2025	EQR Equity Residential	Equity Residential	Buy	+191+6.3%	$232.35K	3,246
Q1 2025Mar 31, 2025	AEIS Advanced Energy Industries, Inc	Advanced Energy Industries, Inc	Buy	+187+9.4%	$206.73K	2,169
Q1 2025Mar 31, 2025	SFM Sprouts Farmers Market, Inc.	Sprouts Farmers Market, Inc.	Buy	+187+5.1%	$587.82K	3,851
Q1 2025Mar 31, 2025	TM Toyota Motor Corporation	Toyota Motor Corporation	Buy	+186+2.1%	$1.59M	9,023
Q1 2025Mar 31, 2025	GLPI Gaming and Leisure Properties,	Gaming and Leisure Properties,	Buy	+181+0.8%	$1.23M	24,119
Q1 2025Mar 31, 2025	HSY The Hershey Company	The Hershey Company	Buy	+181+3.4%	$942.27K	5,509
Q1 2025Mar 31, 2025	HEI Heico Corporation	Heico Corporation	Buy	+177+18.2%	$307.27K	1,150
Q1 2025Mar 31, 2025	KMX CarMax Inc	CarMax Inc	Buy	+176+5.5%	$262.36K	3,367
Q1 2025Mar 31, 2025	CLOX Series Portfolios Trust Panagra	Series Portfolios Trust Panagra	Buy	+175+1.5%	$304.64K	11,942
Q1 2025Mar 31, 2025	TWLO Twilio Inc.	Twilio Inc.	Buy	+174+9.2%	$201.73K	2,060
Q1 2025Mar 31, 2025	EHC Encompass Health Corporation	Encompass Health Corporation	Buy	+172+6.7%	$276.19K	2,727
Q1 2025Mar 31, 2025	EA Electronic Arts Inc.	Electronic Arts Inc.	Buy	+163+2.4%	$1.02M	7,053
Q1 2025Mar 31, 2025	OXY Occidental Petroleum Corporatio	Occidental Petroleum Corporatio	Buy	+161+0.6%	$1.39M	28,137
Q1 2025Mar 31, 2025	CI The Cigna Group	The Cigna Group	Buy	+159+2.5%	$2.13M	6,475
Q1 2025Mar 31, 2025	PTC PTC Inc.	PTC Inc.	Buy	+154+8.3%	$312.13K	2,014
Q1 2025Mar 31, 2025	HCA HCA Healthcare, Inc.	HCA Healthcare, Inc.	Buy	+149+4.8%	$1.11M	3,225
Q1 2025Mar 31, 2025	ANSS ANSYS, Inc.	ANSYS, Inc.	Buy	+148+8.6%	$589.94K	1,864
Q1 2025Mar 31, 2025	AMT American Tower Corporation (REI	American Tower Corporation (REI	Buy	+148+1.6%	$2.01M	9,244
Q1 2025Mar 31, 2025	ALLY Ally Financial Inc.	Ally Financial Inc.	Buy	+144+2.5%	$213.93K	5,866
Q1 2025Mar 31, 2025	DOV Dover Corporation	Dover Corporation	Buy	+139+4.9%	$523.89K	2,982
Q1 2025Mar 31, 2025	YUMC Yum China Holdings, Inc.	Yum China Holdings, Inc.	Buy	+139+1.0%	$744.96K	14,310
Q1 2025Mar 31, 2025	ADC Agree Realty Corporation	Agree Realty Corporation	Buy	+139+3.0%	$365.03K	4,729
Q1 2025Mar 31, 2025	MCO Moody's Corporation	Moody's Corporation	Buy	+133+3.6%	$1.76M	3,784

Page 64 of 733 • 21977 total trades

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