- 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	TRV The Travelers Companies, Inc.	The Travelers Companies, Inc.	Sell	-288-11.4%	$283.00	2,235
Q2 2017Jun 30, 2017	LOW Lowe's Companies, Inc.	Lowe's Companies, Inc.	Sell	-309-9.5%	$228.00	2,936
Q2 2017Jun 30, 2017	WPP WPP plc	WPP plc	Sell	-321-12.7%	$232.00	2,197
Q2 2017Jun 30, 2017	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-348-0.6%	$10.24K	60,445
Q2 2017Jun 30, 2017	FNDF Schwab Fundamental Internationa	Schwab Fundamental Internationa	Sell	-395-0.7%	$1.58K	56,371
Q2 2017Jun 30, 2017	EFV iShares MSCI EAFE Value ETF	iShares MSCI EAFE Value ETF	Sell	-414-1.5%	$1.38K	26,668
Q2 2017Jun 30, 2017	ILCG iShares Morningstar Large-Cap G	iShares Morningstar Large-Cap G	Sell	-451-20.9%	$238.00	1,712
Q2 2017Jun 30, 2017	SAP SAP SE	SAP SE	Sell	-459-10.9%	$394.00	3,768
Q2 2017Jun 30, 2017	VZ Verizon Communications Inc.	Verizon Communications Inc.	Sell	-470-2.3%	$893.00	20,007
Q2 2017Jun 30, 2017	OLN Olin Corporation	Olin Corporation	Sell	-518-2.7%	$568.00	18,760
Q2 2017Jun 30, 2017	BUD Anheuser-Busch Inbev SA Sponsor	Anheuser-Busch Inbev SA Sponsor	Sell	-673-20.3%	$292.00	2,644
Q2 2017Jun 30, 2017	IMCG iShares Morningstar Mid-Cap Gro	iShares Morningstar Mid-Cap Gro	Sell	-734-32.0%	$285.00	1,559
Q2 2017Jun 30, 2017	AMGN Amgen Inc.	Amgen Inc.	Sell	-1,036-18.4%	$794.00	4,609
Q2 2017Jun 30, 2017	XLU SPDR Select Sector Fund - Utili	SPDR Select Sector Fund - Utili	Sell	-1,038-3.6%	$1.44K	27,671
Q2 2017Jun 30, 2017	BND Vanguard Total Bond Market ETF	Vanguard Total Bond Market ETF	Sell	-1,052-7.8%	$1.01K	12,356
Q2 2017Jun 30, 2017	UNIT Uniti Group Inc.	Uniti Group Inc.	Sell	-1,204-11.5%	$233.00	9,253
Q2 2017Jun 30, 2017	SPG Simon Property Group, Inc.	Simon Property Group, Inc.	Sell - Position Exit	-1,302-100.0%	$0.00	-
Q2 2017Jun 30, 2017	EBAY eBay Inc.	eBay Inc.	Sell	-1,346-10.0%	$423.00	12,124
Q2 2017Jun 30, 2017	T AT&T Inc.	AT&T Inc.	Sell	-1,348-3.3%	$1.48K	39,297
Q2 2017Jun 30, 2017	BAC Bank of America Corporation	Bank of America Corporation	Sell	-1,350-4.0%	$796.00	32,804
Q2 2017Jun 30, 2017	FDN First Trust DJ Internet Index F	First Trust DJ Internet Index F	Sell	-1,886-1.4%	$12.17K	128,447
Q2 2017Jun 30, 2017	SLYV SPDR S&P 600 Small Cap Value ET	SPDR S&P 600 Small Cap Value ET	Sell - Position Exit	-2,354-100.0%	$0.00	-
Q2 2017Jun 30, 2017	QAI NYLI Hedge Multi-Strategy Track	NYLI Hedge Multi-Strategy Track	Sell	-3,082-9.1%	$906.00	30,798
Q2 2017Jun 30, 2017	XLI SPDR Select Sector Fund - Indus	SPDR Select Sector Fund - Indus	Sell	-3,413-2.1%	$10.73K	157,584
Q2 2017Jun 30, 2017	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Sell - Position Exit	-3,456-100.0%	$0.00	-
Q2 2017Jun 30, 2017	STWD STARWOOD PROPERTY TRUST, INC. S	STARWOOD PROPERTY TRUST, INC. S	Sell	-3,636-18.0%	$371.00	16,569
Q2 2017Jun 30, 2017	SO Southern Company (The)	Southern Company (The)	Sell - Position Exit	-4,115-100.0%	$0.00	-
Q2 2017Jun 30, 2017	VFC V.F. Corporation	V.F. Corporation	Sell - Position Exit	-4,409-100.0%	$0.00	-
Q2 2017Jun 30, 2017	EWX SPDR S&P Emerging Markets Small	SPDR S&P Emerging Markets Small	Sell - Position Exit	-4,635-100.0%	$0.00	-
Q2 2017Jun 30, 2017	TFI SPDR Nuveen Bloomberg Municipal	SPDR Nuveen Bloomberg Municipal	Sell	-4,653-12.0%	$1.66K	34,175

Page 658 of 733 • 21977 total trades

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