- 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 2017Mar 31, 2017	SCHV Schwab U.S. Large-Cap Value ETF	Schwab U.S. Large-Cap Value ETF	Buy	+29,258+50.7%	$4.32K	86,936
Q1 2017Mar 31, 2017	EXPE Expedia Group, Inc.	Expedia Group, Inc.	Buy - Position Entry	+29,025	$3.66K	29,025
Q1 2017Mar 31, 2017	SCHR Schwab Intermediate-Term U.S. T	Schwab Intermediate-Term U.S. T	Buy	+21,169+42.5%	$3.80K	70,947
Q1 2017Mar 31, 2017	AMD Advanced Micro Devices, Inc.	Advanced Micro Devices, Inc.	Buy - Position Entry	+20,900	$304.00	20,900
Q1 2017Mar 31, 2017	BP BP p.l.c.	BP p.l.c.	Buy	+20,522+271.2%	$970.00	28,088
Q1 2017Mar 31, 2017	IWM iShares Russell 2000 ETF	iShares Russell 2000 ETF	Buy	+20,369+275.3%	$3.82K	27,769
Q1 2017Mar 31, 2017	AGGY WisdomTree Yield Enhanced U.S.	WisdomTree Yield Enhanced U.S.	Buy	+18,634+47.8%	$2.87K	57,648
Q1 2017Mar 31, 2017	SCHA Schwab U.S. Small-Cap ETF	Schwab U.S. Small-Cap ETF	Buy	+18,443+36.1%	$4.38K	69,520
Q1 2017Mar 31, 2017	SCHM Schwab U.S. Mid Cap ETF	Schwab U.S. Mid Cap ETF	Buy	+18,026+119.4%	$1.57K	33,125
Q1 2017Mar 31, 2017	VOD Vodafone Group Plc	Vodafone Group Plc	Buy	+17,806+46.8%	$1.48K	55,875
Q1 2017Mar 31, 2017	VO Vanguard Mid-Cap ETF	Vanguard Mid-Cap ETF	Buy - Position Entry	+15,124	$2.11K	15,124
Q1 2017Mar 31, 2017	GII SPDR S&P Global Infrastructure	SPDR S&P Global Infrastructure	Buy	+13,760+7.5%	$9.58K	196,236
Q1 2017Mar 31, 2017	IEMG iShares Core MSCI Emerging Mark	iShares Core MSCI Emerging Mark	Buy	+11,061+9.7%	$5.99K	125,407
Q1 2017Mar 31, 2017	PESI Perma-Fix Environmental Service	Perma-Fix Environmental Service	Buy - Position Entry	+11,000	$35.00	11,000
Q1 2017Mar 31, 2017	VEU Vanguard FTSE All World Ex US E	Vanguard FTSE All World Ex US E	Buy	+10,480+31.5%	$2.09K	43,715
Q1 2017Mar 31, 2017	UNIT Uniti Group Inc.	Uniti Group Inc.	Buy - Position Entry	+10,457	$270.00	10,457
Q1 2017Mar 31, 2017	TFI SPDR Nuveen Bloomberg Municipal	SPDR Nuveen Bloomberg Municipal	Buy	+9,152+30.8%	$1.86K	38,828
Q1 2017Mar 31, 2017	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Buy	+9,071+7.1%	$4.60K	136,066
Q1 2017Mar 31, 2017	GLW Corning Incorporated	Corning Incorporated	Buy	+8,785+13.6%	$1.98K	73,189
Q1 2017Mar 31, 2017	CORP Pimco Investment Grade Corporat	Pimco Investment Grade Corporat	Buy	+8,561+45.4%	$2.83K	27,431
Q1 2017Mar 31, 2017	GOVT iShares U.S. Treasury Bond ETF	iShares U.S. Treasury Bond ETF	Buy	+8,515+17.5%	$1.43K	57,190
Q1 2017Mar 31, 2017	IYR iShares U.S. Real Estate ETF	iShares U.S. Real Estate ETF	Buy - Position Entry	+7,986	$627.00	7,986
Q1 2017Mar 31, 2017	ORCL Oracle Corporation	Oracle Corporation	Buy	+7,883+9.5%	$4.04K	90,598
Q1 2017Mar 31, 2017	GILD Gilead Sciences, Inc.	Gilead Sciences, Inc.	Buy	+7,562+10.4%	$5.44K	80,084
Q1 2017Mar 31, 2017	MS Morgan Stanley	Morgan Stanley	Buy	+7,121+8.2%	$4.03K	94,059
Q1 2017Mar 31, 2017	EEM iShares MSCI Emerging Index Fun	iShares MSCI Emerging Index Fun	Buy - Position Entry	+6,276	$247.00	6,276
Q1 2017Mar 31, 2017	WMT Walmart Inc.	Walmart Inc.	Buy	+5,832+11.6%	$4.05K	56,145
Q1 2017Mar 31, 2017	MUB iShares National Muni Bond ETF	iShares National Muni Bond ETF	Buy	+5,725+4.1%	$15.71K	144,213
Q1 2017Mar 31, 2017	ABT Abbott Laboratories	Abbott Laboratories	Buy - Position Entry	+5,201	$231.00	5,201
Q1 2017Mar 31, 2017	ENB Enbridge Inc	Enbridge Inc	Buy - Position Entry	+5,048	$211.00	5,048

Page 660 of 733 • 21977 total trades

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