- 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	CNX CNX Resources Corporation	CNX Resources Corporation	Buy	+83+0.6%	$425.80K	13,526
Q1 2025Mar 31, 2025	IYR iShares U.S. Real Estate ETF	iShares U.S. Real Estate ETF	Buy	+83+0.6%	$1.32M	13,829
Q1 2025Mar 31, 2025	ROK Rockwell Automation, Inc.	Rockwell Automation, Inc.	Buy	+83+1.8%	$1.22M	4,725
Q1 2025Mar 31, 2025	VTWV Vanguard Russell 2000 Value ETF	Vanguard Russell 2000 Value ETF	Buy	+82+4.1%	$275.81K	2,072
Q1 2025Mar 31, 2025	FICO Fair Isaac Corporation	Fair Isaac Corporation	Buy	+79+15.7%	$1.07M	581
Q1 2025Mar 31, 2025	UDR UDR, Inc.	UDR, Inc.	Buy	+77+1.0%	$350.20K	7,753
Q1 2025Mar 31, 2025	LECO Lincoln Electric Holdings, Inc.	Lincoln Electric Holdings, Inc.	Buy	+77+2.4%	$622.96K	3,293
Q1 2025Mar 31, 2025	VTR Ventas, Inc.	Ventas, Inc.	Buy	+73+1.4%	$360.26K	5,239
Q1 2025Mar 31, 2025	PRFZ Invesco FTSE RAFI US 1500 Small	Invesco FTSE RAFI US 1500 Small	Buy	+73+0.5%	$587.66K	15,522
Q1 2025Mar 31, 2025	DUK Duke Energy Corporation (Holdin	Duke Energy Corporation (Holdin	Buy	+73+0.2%	$4.37M	35,828
Q1 2025Mar 31, 2025	WYNN Wynn Resorts, Limited	Wynn Resorts, Limited	Buy	+71+0.0%	$43.87M	525,353
Q1 2025Mar 31, 2025	ORLY O'Reilly Automotive, Inc.	O'Reilly Automotive, Inc.	Buy	+70+3.4%	$3.06M	2,135
Q1 2025Mar 31, 2025	BVN Buenaventura Mining Company Inc	Buenaventura Mining Company Inc	Buy	+70+0.6%	$172.66K	11,047
Q1 2025Mar 31, 2025	X United States Steel Corporation	United States Steel Corporation	Buy	+68+0.7%	$439.69K	10,404
Q1 2025Mar 31, 2025	DOCS Doximity, Inc.	Doximity, Inc.	Buy	+63+1.2%	$310.58K	5,352
Q1 2025Mar 31, 2025	PPC Pilgrim's Pride Corporation	Pilgrim's Pride Corporation	Buy	+60+0.2%	$1.90M	34,895
Q1 2025Mar 31, 2025	SPXC SPX Technologies, Inc.	SPX Technologies, Inc.	Buy	+59+1.7%	$443.65K	3,445
Q1 2025Mar 31, 2025	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Buy	+58+5.7%	$489.66K	1,077
Q1 2025Mar 31, 2025	RELX RELX PLC PLC	RELX PLC PLC	Buy	+58+0.3%	$843.47K	16,732
Q1 2025Mar 31, 2025	PFG Principal Financial Group Inc	Principal Financial Group Inc	Buy	+54+1.2%	$395.20K	4,684
Q1 2025Mar 31, 2025	CORP Pimco Investment Grade Corporat	Pimco Investment Grade Corporat	Buy	+52+1.9%	$270.67K	2,797
Q1 2025Mar 31, 2025	PKG Packaging Corporation of Americ	Packaging Corporation of Americ	Buy	+49+2.6%	$381.79K	1,928
Q1 2025Mar 31, 2025	LULU lululemon athletica inc.	lululemon athletica inc.	Buy	+48+2.1%	$676.05K	2,388
Q1 2025Mar 31, 2025	H Hyatt Hotels Corporation	Hyatt Hotels Corporation	Buy	+48+1.5%	$393.73K	3,214
Q1 2025Mar 31, 2025	AGCO AGCO Corporation	AGCO Corporation	Buy	+47+1.2%	$373.76K	4,038
Q1 2025Mar 31, 2025	ESS Essex Property Trust, Inc.	Essex Property Trust, Inc.	Buy	+46+6.3%	$238.53K	778
Q1 2025Mar 31, 2025	RBA RB Global, Inc.	RB Global, Inc.	Buy	+46+1.3%	$354.17K	3,531
Q1 2025Mar 31, 2025	GPC Genuine Parts Company	Genuine Parts Company	Buy	+46+1.4%	$397.82K	3,339
Q1 2025Mar 31, 2025	TFSL TFS Financial Corporation	TFS Financial Corporation	Buy	+45+0.1%	$377.49K	30,467
Q1 2025Mar 31, 2025	SLF Sun Life Financial Inc.	Sun Life Financial Inc.	Buy	+44+0.4%	$644.35K	11,253

Page 66 of 733 • 21977 total trades

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