- 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
Q2 2017Jun 30, 2017	MCD McDonald's Corporation	McDonald's Corporation	Buy	+1+0.0%	$531.00	3,468
Q2 2017Jun 30, 2017	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Sell	-5-0.0%	$528.00	15,090
Q2 2017Jun 30, 2017	ACWI iShares MSCI ACWI ETF	iShares MSCI ACWI ETF	Sell	-12-0.0%	$2.31K	35,215
Q2 2017Jun 30, 2017	MMM 3M Company	3M Company	Sell	-18-0.6%	$614.00	2,948
Q2 2017Jun 30, 2017	GD General Dynamics Corporation	General Dynamics Corporation	Sell	-21-1.6%	$253.00	1,279
Q2 2017Jun 30, 2017	PNC PNC Financial Services Group, I	PNC Financial Services Group, I	Sell	-25-0.6%	$516.00	4,135
Q2 2017Jun 30, 2017	QCOM QUALCOMM Incorporated	QUALCOMM Incorporated	Sell	-33-0.3%	$568.00	10,283
Q2 2017Jun 30, 2017	IBM International Business Machines	International Business Machines	Sell	-34-0.4%	$1.42K	9,197
Q2 2017Jun 30, 2017	DHR Danaher Corporation	Danaher Corporation	Sell	-44-1.8%	$200.00	2,365
Q2 2017Jun 30, 2017	UPS United Parcel Service, Inc.	United Parcel Service, Inc.	Sell	-46-0.6%	$801.00	7,239
Q2 2017Jun 30, 2017	SLB Schlumberger N.V.	Schlumberger N.V.	Sell	-52-1.2%	$285.00	4,327
Q2 2017Jun 30, 2017	USB U.S. Bancorp	U.S. Bancorp	Sell	-58-0.9%	$350.00	6,750
Q2 2017Jun 30, 2017	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-65-5.6%	$991.00	1,090
Q2 2017Jun 30, 2017	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-70-6.9%	$883.00	950
Q2 2017Jun 30, 2017	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Sell	-78-0.7%	$1.08K	11,795
Q2 2017Jun 30, 2017	IVV iShares Core S&P 500 ETF	iShares Core S&P 500 ETF	Sell	-86-0.6%	$3.78K	15,532
Q2 2017Jun 30, 2017	ACN Accenture plc	Accenture plc	Sell	-95-2.7%	$428.00	3,461
Q2 2017Jun 30, 2017	SYY Sysco Corporation	Sysco Corporation	Sell	-100-2.4%	$206.00	4,098
Q2 2017Jun 30, 2017	AXP American Express Company	American Express Company	Sell	-101-2.9%	$289.00	3,436
Q2 2017Jun 30, 2017	ITOT iShares Core S&P Total U.S. Sto	iShares Core S&P Total U.S. Sto	Sell	-112-1.6%	$376.00	6,784
Q2 2017Jun 30, 2017	IWD iShares Russell 1000 Value ETF	iShares Russell 1000 Value ETF	Sell	-126-0.8%	$1.77K	16,176
Q2 2017Jun 30, 2017	CMCSA Comcast Corporation	Comcast Corporation	Sell	-134-1.7%	$297.00	7,640
Q2 2017Jun 30, 2017	PSX Phillips 66	Phillips 66	Sell	-139-2.9%	$381.00	4,606
Q2 2017Jun 30, 2017	BBVA Banco Bilbao Vizcaya Argentaria	Banco Bilbao Vizcaya Argentaria	Sell	-141-0.4%	$313.00	37,484
Q2 2017Jun 30, 2017	DJP iPath Bloomberg Commodity Index	iPath Bloomberg Commodity Index	Sell	-185-1.0%	$396.00	17,459
Q2 2017Jun 30, 2017	PPG PPG Industries, Inc.	PPG Industries, Inc.	Sell	-200-4.4%	$478.00	4,348
Q2 2017Jun 30, 2017	COP ConocoPhillips	ConocoPhillips	Sell	-200-1.5%	$572.00	13,018
Q2 2017Jun 30, 2017	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Sell	-223-1.0%	$1.82K	22,585
Q2 2017Jun 30, 2017	IYR iShares U.S. Real Estate ETF	iShares U.S. Real Estate ETF	Sell	-254-3.2%	$617.00	7,732
Q2 2017Jun 30, 2017	EXC Exelon Corporation	Exelon Corporation	Sell	-258-3.4%	$261.00	7,241

Page 657 of 733 • 21977 total trades

«‹

655 656 657 658 659

›»