- 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	XLB Materials Select Sector SPDR	Materials Select Sector SPDR	Sell - Position Exit	-5,040-100.0%	$0.00	-
Q2 2017Jun 30, 2017	PSEC Prospect Capital Corporation	Prospect Capital Corporation	Sell	-5,396-15.6%	$237.00	29,185
Q2 2017Jun 30, 2017	GOVT iShares U.S. Treasury Bond ETF	iShares U.S. Treasury Bond ETF	Sell	-7,852-13.7%	$1.25K	49,338
Q2 2017Jun 30, 2017	NVG Nuveen AMT-Free Municipal Credi	Nuveen AMT-Free Municipal Credi	Sell	-7,880-12.5%	$835.00	55,137
Q2 2017Jun 30, 2017	DGRW WisdomTree U.S. Quality Dividen	WisdomTree U.S. Quality Dividen	Sell	-7,986-2.2%	$12.76K	347,014
Q2 2017Jun 30, 2017	CORP Pimco Investment Grade Corporat	Pimco Investment Grade Corporat	Sell	-9,447-34.4%	$1.89K	17,984
Q2 2017Jun 30, 2017	SLRC SLR Investment Corp.	SLR Investment Corp.	Sell - Position Exit	-13,911-100.0%	$0.00	-
Q2 2017Jun 30, 2017	MUB iShares National Muni Bond ETF	iShares National Muni Bond ETF	Sell	-17,305-12.0%	$13.97K	126,908
Q2 2017Jun 30, 2017	SWKS Skyworks Solutions, Inc.	Skyworks Solutions, Inc.	Sell - Position Exit	-19,614-100.0%	$0.00	-
Q2 2017Jun 30, 2017	AGGY WisdomTree Yield Enhanced U.S.	WisdomTree Yield Enhanced U.S.	Sell	-21,474-37.3%	$1.83K	36,174
Q2 2017Jun 30, 2017	SCHR Schwab Intermediate-Term U.S. T	Schwab Intermediate-Term U.S. T	Sell	-22,942-32.3%	$2.59K	48,005
Q2 2017Jun 30, 2017	PEP Pepsico, Inc.	Pepsico, Inc.	Sell	-31,573-53.1%	$3.22K	27,861
Q2 2017Jun 30, 2017	SAN Banco Santander, S.A. Sponsored	Banco Santander, S.A. Sponsored	Sell - Position Exit	-32,308-100.0%	$0.00	-
Q2 2017Jun 30, 2017	SCHZ Schwab US Aggregate Bond ETF	Schwab US Aggregate Bond ETF	Sell	-36,589-23.5%	$6.21K	118,951
Q2 2017Jun 30, 2017	VBR Vanguard Small-Cap Value ETF	Vanguard Small-Cap Value ETF	Sell	-51,071-92.8%	$488.00	3,973
Q2 2017Jun 30, 2017	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Sell	-71,619-24.8%	$23.84K	217,723
Q2 2017Jun 30, 2017	QUAL iShares MSCI USA Quality Factor	iShares MSCI USA Quality Factor	Sell	-80,173-52.9%	$5.31K	71,361
Q2 2017Jun 30, 2017	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-106,571-78.3%	$923.00	29,495
Q2 2017Jun 30, 2017	RWO SPDR DJ Wilshire Global Real Es	SPDR DJ Wilshire Global Real Es	Sell	-119,774-11.9%	$42.21K	886,951
Q1 2017Mar 31, 2017	IXUS iShares Core MSCI Total Interna	iShares Core MSCI Total Interna	Buy	+329,212+39.0%	$64.27K	1,173,922
Q1 2017Mar 31, 2017	GNR SPDR S&P Global Natural Resourc	SPDR S&P Global Natural Resourc	Buy	+204,568+21.4%	$49.40K	1,161,780
Q1 2017Mar 31, 2017	SCHF Schwab International Equity ETF	Schwab International Equity ETF	Buy	+151,843+333.2%	$5.90K	197,413
Q1 2017Mar 31, 2017	VTI Vanguard Total Stock Market ETF	Vanguard Total Stock Market ETF	Buy	+73,067+15.1%	$67.63K	557,425
Q1 2017Mar 31, 2017	C Citigroup, Inc.	Citigroup, Inc.	Buy	+57,429+1222.4%	$3.72K	62,127
Q1 2017Mar 31, 2017	SCHE Schwab Emerging Markets Equity	Schwab Emerging Markets Equity	Buy	+49,157+90.0%	$2.49K	103,759
Q1 2017Mar 31, 2017	RWO SPDR DJ Wilshire Global Real Es	SPDR DJ Wilshire Global Real Es	Buy	+46,228+4.8%	$47.30K	1,006,725
Q1 2017Mar 31, 2017	SCHX Schwab U.S. Large-Cap ETF	Schwab U.S. Large-Cap ETF	Buy	+42,322+19.9%	$14.37K	255,443
Q1 2017Mar 31, 2017	SCHG Schwab U.S. Large-Cap Growth ET	Schwab U.S. Large-Cap Growth ET	Buy	+38,891+824.7%	$2.64K	43,607
Q1 2017Mar 31, 2017	VONG Vanguard Russell 1000 Growth ET	Vanguard Russell 1000 Growth ET	Buy	+34,496+22.5%	$21.95K	188,084
Q1 2017Mar 31, 2017	CCL Carnival Corporation	Carnival Corporation	Buy	+33,802+127.9%	$3.55K	60,231

Page 659 of 733 • 21977 total trades

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