- 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	KO Coca-Cola Company (The)	Coca-Cola Company (The)	Buy	+31+0.1%	$1.50K	35,415
Q1 2017Mar 31, 2017	V Visa Inc.	Visa Inc.	Buy	+27+0.5%	$533.00	5,994
Q1 2017Mar 31, 2017	SHM SPDR Nuveen Bloomberg Short Ter	SPDR Nuveen Bloomberg Short Ter	Buy	+21+0.1%	$865.00	17,848
Q1 2017Mar 31, 2017	CVS CVS Health Corporation	CVS Health Corporation	Buy	+8+0.1%	$499.00	6,353
Q1 2017Mar 31, 2017	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+8+2.8%	$259.00	292
Q1 2017Mar 31, 2017	SHW Sherwin-Williams Company (The)	Sherwin-Williams Company (The)	Buy	+1+0.0%	$932.00	3,004
Q1 2017Mar 31, 2017	MMM 3M Company	3M Company	Sell	-13-0.4%	$567.00	2,966
Q1 2017Mar 31, 2017	SLB Schlumberger N.V.	Schlumberger N.V.	Sell	-15-0.3%	$342.00	4,379
Q1 2017Mar 31, 2017	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-17-0.8%	$352.00	2,039
Q1 2017Mar 31, 2017	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-19-1.8%	$865.00	1,020
Q1 2017Mar 31, 2017	VYM Vanguard High Dividend Yield ET	Vanguard High Dividend Yield ET	Sell	-24-0.5%	$370.00	4,764
Q1 2017Mar 31, 2017	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-25-2.1%	$958.00	1,155
Q1 2017Mar 31, 2017	CNI Canadian National Railway Compa	Canadian National Railway Compa	Sell	-30-0.9%	$241.00	3,266
Q1 2017Mar 31, 2017	TGT Target Corporation	Target Corporation	Sell	-41-1.0%	$224.00	4,059
Q1 2017Mar 31, 2017	FMS Fresenius Medical Care AG	Fresenius Medical Care AG	Sell	-50-1.0%	$205.00	4,868
Q1 2017Mar 31, 2017	GD General Dynamics Corporation	General Dynamics Corporation	Sell	-54-4.0%	$243.00	1,300
Q1 2017Mar 31, 2017	ACN Accenture plc	Accenture plc	Sell	-59-1.6%	$426.00	3,556
Q1 2017Mar 31, 2017	WPP WPP plc	WPP plc	Sell	-93-3.6%	$275.00	2,518
Q1 2017Mar 31, 2017	GIS General Mills, Inc.	General Mills, Inc.	Sell	-100-2.4%	$239.00	4,045
Q1 2017Mar 31, 2017	BAC Bank of America Corporation	Bank of America Corporation	Sell	-112-0.3%	$806.00	34,154
Q1 2017Mar 31, 2017	SLYV SPDR S&P 600 Small Cap Value ET	SPDR S&P 600 Small Cap Value ET	Sell	-133-5.3%	$278.00	2,354
Q1 2017Mar 31, 2017	EXC Exelon Corporation	Exelon Corporation	Sell	-147-1.9%	$270.00	7,499
Q1 2017Mar 31, 2017	EFA iShares MSCI EAFE ETF	iShares MSCI EAFE ETF	Sell	-160-0.7%	$1.39K	22,264
Q1 2017Mar 31, 2017	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-160-1.8%	$1.27K	8,940
Q1 2017Mar 31, 2017	ITUB Itau Unibanco Banco Holding SA	Itau Unibanco Banco Holding SA	Sell	-164-1.1%	$175.00	14,490
Q1 2017Mar 31, 2017	IMCG iShares Morningstar Mid-Cap Gro	iShares Morningstar Mid-Cap Gro	Sell	-167-6.8%	$399.00	2,293
Q1 2017Mar 31, 2017	ILCG iShares Morningstar Large-Cap G	iShares Morningstar Large-Cap G	Sell	-175-7.5%	$285.00	2,163
Q1 2017Mar 31, 2017	SJM The J.M. Smucker Company	The J.M. Smucker Company	Sell	-177-1.4%	$1.62K	12,386
Q1 2017Mar 31, 2017	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Sell	-182-1.3%	$2.09K	14,260
Q1 2017Mar 31, 2017	PSX Phillips 66	Phillips 66	Sell	-187-3.8%	$376.00	4,745

Page 663 of 733 • 21977 total trades

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