- 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	ALK Alaska Air Group, Inc.	Alaska Air Group, Inc.	Buy	+5,042+13.2%	$4.00K	43,323
Q1 2017Mar 31, 2017	EWX SPDR S&P Emerging Markets Small	SPDR S&P Emerging Markets Small	Buy - Position Entry	+4,635	$210.00	4,635
Q1 2017Mar 31, 2017	AFL AFLAC Incorporated	AFLAC Incorporated	Buy	+4,611+10.1%	$3.65K	50,408
Q1 2017Mar 31, 2017	VLO Valero Energy Corporation	Valero Energy Corporation	Buy	+4,606+9.5%	$3.50K	52,855
Q1 2017Mar 31, 2017	IP International Paper Company	International Paper Company	Buy - Position Entry	+4,502	$229.00	4,502
Q1 2017Mar 31, 2017	WY Weyerhaeuser Company	Weyerhaeuser Company	Buy	+4,481+2.4%	$6.42K	188,812
Q1 2017Mar 31, 2017	DGRW WisdomTree U.S. Quality Dividen	WisdomTree U.S. Quality Dividen	Buy	+4,417+1.3%	$12.60K	355,000
Q1 2017Mar 31, 2017	SO Southern Company (The)	Southern Company (The)	Buy - Position Entry	+4,115	$205.00	4,115
Q1 2017Mar 31, 2017	CMCSA Comcast Corporation	Comcast Corporation	Buy	+3,781+94.7%	$292.00	7,774
Q1 2017Mar 31, 2017	EMR Emerson Electric Company	Emerson Electric Company	Buy - Position Entry	+3,562	$213.00	3,562
Q1 2017Mar 31, 2017	AAPL Apple Inc.	Apple Inc.	Buy	+3,446+1.8%	$27.74K	193,109
Q1 2017Mar 31, 2017	BUD Anheuser-Busch Inbev SA Sponsor	Anheuser-Busch Inbev SA Sponsor	Buy - Position Entry	+3,317	$364.00	3,317
Q1 2017Mar 31, 2017	F Ford Motor Company	Ford Motor Company	Buy	+2,928+14.0%	$277.00	23,781
Q1 2017Mar 31, 2017	DRI Darden Restaurants, Inc.	Darden Restaurants, Inc.	Buy	+2,852+6.8%	$3.74K	44,668
Q1 2017Mar 31, 2017	DHR Danaher Corporation	Danaher Corporation	Buy - Position Entry	+2,409	$206.00	2,409
Q1 2017Mar 31, 2017	GLD SPDR Gold Trust	SPDR Gold Trust	Buy	+2,261+8.0%	$3.61K	30,392
Q1 2017Mar 31, 2017	IJR iShares Core S&P Small-Cap ETF	iShares Core S&P Small-Cap ETF	Buy	+2,237+73.1%	$366.00	5,298
Q1 2017Mar 31, 2017	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+2,228+3.8%	$10.13K	60,793
Q1 2017Mar 31, 2017	VONV Vanguard Russell 1000 Value ETF	Vanguard Russell 1000 Value ETF	Buy	+2,031+31.0%	$861.00	8,574
Q1 2017Mar 31, 2017	XLU SPDR Select Sector Fund - Utili	SPDR Select Sector Fund - Utili	Buy	+2,016+7.6%	$1.47K	28,709
Q1 2017Mar 31, 2017	SCZ iShares MSCI EAFE Small-Cap ETF	iShares MSCI EAFE Small-Cap ETF	Buy	+1,970+23.2%	$566.00	10,456
Q1 2017Mar 31, 2017	PM Philip Morris International Inc	Philip Morris International Inc	Buy - Position Entry	+1,944	$219.00	1,944
Q1 2017Mar 31, 2017	MCK McKesson Corporation	McKesson Corporation	Buy - Position Entry	+1,918	$284.00	1,918
Q1 2017Mar 31, 2017	VBR Vanguard Small-Cap Value ETF	Vanguard Small-Cap Value ETF	Buy	+1,797+3.4%	$6.76K	55,044
Q1 2017Mar 31, 2017	MO Altria Group, Inc.	Altria Group, Inc.	Buy	+1,791+36.8%	$476.00	6,659
Q1 2017Mar 31, 2017	NSC Norfolk Southern Corporation	Norfolk Southern Corporation	Buy - Position Entry	+1,785	$200.00	1,785
Q1 2017Mar 31, 2017	FDN First Trust DJ Internet Index F	First Trust DJ Internet Index F	Buy	+1,633+1.3%	$11.47K	130,333
Q1 2017Mar 31, 2017	CB Chubb Limited	Chubb Limited	Buy - Position Entry	+1,539	$210.00	1,539
Q1 2017Mar 31, 2017	SWKS Skyworks Solutions, Inc.	Skyworks Solutions, Inc.	Buy	+1,369+7.5%	$1.92K	19,614
Q1 2017Mar 31, 2017	SPG Simon Property Group, Inc.	Simon Property Group, Inc.	Buy - Position Entry	+1,302	$224.00	1,302

Page 661 of 733 • 21977 total trades

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