- 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	TYL Tyler Technologies, Inc.	Tyler Technologies, Inc.	Buy	+133+15.0%	$591.27K	1,017
Q1 2025Mar 31, 2025	POST Post Holdings, Inc.	Post Holdings, Inc.	Buy	+133+2.8%	$577.15K	4,960
Q1 2025Mar 31, 2025	K Kellanova	Kellanova	Buy	+132+1.3%	$859.81K	10,423
Q1 2025Mar 31, 2025	HES Hess Corporation	Hess Corporation	Buy	+129+3.2%	$656.70K	4,111
Q1 2025Mar 31, 2025	PSN Parsons Corporation	Parsons Corporation	Buy	+128+2.6%	$302.33K	5,106
Q1 2025Mar 31, 2025	SCI Service Corporation Internation	Service Corporation Internation	Buy	+127+0.1%	$16.79M	209,308
Q1 2025Mar 31, 2025	OC Owens Corning Inc	Owens Corning Inc	Buy	+127+7.5%	$260.31K	1,823
Q1 2025Mar 31, 2025	ARES Ares Management Corporation	Ares Management Corporation	Buy	+127+4.3%	$456.31K	3,112
Q1 2025Mar 31, 2025	JLL Jones Lang LaSalle Incorporated	Jones Lang LaSalle Incorporated	Buy	+123+9.3%	$359.47K	1,450
Q1 2025Mar 31, 2025	BRBR BellRing Brands, Inc.	BellRing Brands, Inc.	Buy	+123+2.8%	$333.73K	4,482
Q1 2025Mar 31, 2025	UAL United Airlines Holdings, Inc.	United Airlines Holdings, Inc.	Buy	+123+4.2%	$210.96K	3,055
Q1 2025Mar 31, 2025	STT State Street Corporation	State Street Corporation	Buy	+118+2.7%	$395.19K	4,414
Q1 2025Mar 31, 2025	VRSN VeriSign, Inc.	VeriSign, Inc.	Buy	+118+6.0%	$527.58K	2,078
Q1 2025Mar 31, 2025	COF Capital One Financial Corporati	Capital One Financial Corporati	Buy	+115+1.5%	$1.35M	7,549
Q1 2025Mar 31, 2025	DRI Darden Restaurants, Inc.	Darden Restaurants, Inc.	Buy	+113+5.1%	$481.11K	2,316
Q1 2025Mar 31, 2025	CX Cemex, S.A.B. de C.V. Sponsored	Cemex, S.A.B. de C.V. Sponsored	Buy	+113+0.9%	$71.53K	12,751
Q1 2025Mar 31, 2025	RIVN Rivian Automotive, Inc.	Rivian Automotive, Inc.	Buy	+108+0.7%	$187.94K	15,096
Q1 2025Mar 31, 2025	BR Broadridge Financial Solutions,	Broadridge Financial Solutions,	Buy	+101+9.6%	$279.47K	1,153
Q1 2025Mar 31, 2025	WRB W.R. Berkley Corporation	W.R. Berkley Corporation	Buy	+100+2.8%	$259.45K	3,646
Q1 2025Mar 31, 2025	ESML iShares ESG Aware MSCI USA Smal	iShares ESG Aware MSCI USA Smal	Buy	+100+1.0%	$401.27K	10,447
Q1 2025Mar 31, 2025	ALNY Alnylam Pharmaceuticals, Inc.	Alnylam Pharmaceuticals, Inc.	Buy	+99+3.0%	$916.80K	3,395
Q1 2025Mar 31, 2025	HUBS HubSpot, Inc.	HubSpot, Inc.	Buy	+96+11.4%	$534.90K	936
Q1 2025Mar 31, 2025	EXPE Expedia Group, Inc.	Expedia Group, Inc.	Buy	+96+4.0%	$421.59K	2,508
Q1 2025Mar 31, 2025	JETS U.S. Global Jets ETF	U.S. Global Jets ETF	Buy	+95+1.0%	$200.69K	9,663
Q1 2025Mar 31, 2025	AGL agilon health, inc.	agilon health, inc.	Buy	+93+0.3%	$119.31K	27,553
Q1 2025Mar 31, 2025	NVO Novo Nordisk A/S	Novo Nordisk A/S	Buy	+92+0.3%	$2.21M	31,762
Q1 2025Mar 31, 2025	STLD Steel Dynamics, Inc.	Steel Dynamics, Inc.	Buy	+91+1.6%	$725.85K	5,803
Q1 2025Mar 31, 2025	PDN Invesco FTSE RAFI Developed Mar	Invesco FTSE RAFI Developed Mar	Buy	+90+0.6%	$470.28K	14,048
Q1 2025Mar 31, 2025	LPLA LPL Financial Holdings Inc.	LPL Financial Holdings Inc.	Buy	+88+7.1%	$435.57K	1,331
Q1 2025Mar 31, 2025	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Buy	+84+3.2%	$1.13M	2,684

Page 65 of 733 • 21977 total trades

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