- 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	SDY SPDR S&P Dividend ETF	SPDR S&P Dividend ETF	Sell	-190-1.8%	$932.00	10,577
Q1 2017Mar 31, 2017	CVX Chevron Corporation	Chevron Corporation	Sell	-191-2.5%	$816.00	7,602
Q1 2017Mar 31, 2017	AIG American International Group, I	American International Group, I	Sell	-201-5.7%	$209.00	3,351
Q1 2017Mar 31, 2017	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Sell	-246-13.7%	$284.00	1,551
Q1 2017Mar 31, 2017	IJH iShares Core S&P Mid-Cap ETF	iShares Core S&P Mid-Cap ETF	Sell	-317-2.9%	$1.84K	10,766
Q1 2017Mar 31, 2017	BBVA Banco Bilbao Vizcaya Argentaria	Banco Bilbao Vizcaya Argentaria	Sell	-367-1.0%	$286.00	37,625
Q1 2017Mar 31, 2017	COP ConocoPhillips	ConocoPhillips	Sell	-371-2.7%	$659.00	13,218
Q1 2017Mar 31, 2017	NVDA NVIDIA Corporation	NVIDIA Corporation	Sell	-397-12.5%	$304.00	2,788
Q1 2017Mar 31, 2017	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Sell	-404-2.6%	$496.00	15,095
Q1 2017Mar 31, 2017	AMGN Amgen Inc.	Amgen Inc.	Sell	-445-7.3%	$926.00	5,645
Q1 2017Mar 31, 2017	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-445-3.0%	$1.80K	14,430
Q1 2017Mar 31, 2017	PPG PPG Industries, Inc.	PPG Industries, Inc.	Sell	-467-9.3%	$478.00	4,548
Q1 2017Mar 31, 2017	VNQ Vanguard Real Estate ETF	Vanguard Real Estate ETF	Sell	-535-10.8%	$366.00	4,431
Q1 2017Mar 31, 2017	HBAN Huntington Bancshares Incorpora	Huntington Bancshares Incorpora	Sell	-535-1.4%	$487.00	36,377
Q1 2017Mar 31, 2017	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Sell	-584-13.7%	$758.00	3,673
Q1 2017Mar 31, 2017	NKE Nike, Inc.	Nike, Inc.	Sell	-600-0.4%	$9.52K	170,794
Q1 2017Mar 31, 2017	USB U.S. Bancorp	U.S. Bancorp	Sell	-635-8.5%	$351.00	6,808
Q1 2017Mar 31, 2017	EBAY eBay Inc.	eBay Inc.	Sell	-659-4.7%	$452.00	13,470
Q1 2017Mar 31, 2017	IVW iShares S&P 500 Growth ETF	iShares S&P 500 Growth ETF	Sell	-669-14.1%	$537.00	4,086
Q1 2017Mar 31, 2017	SBUX Starbucks Corporation	Starbucks Corporation	Sell	-686-4.8%	$802.00	13,729
Q1 2017Mar 31, 2017	GUNR FlexShares Global Upstream Natu	FlexShares Global Upstream Natu	Sell	-753-8.1%	$251.00	8,515
Q1 2017Mar 31, 2017	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Sell	-759-3.2%	$1.87K	22,808
Q1 2017Mar 31, 2017	IVE iShares S&P 500 Value ETF	iShares S&P 500 Value ETF	Sell	-881-16.1%	$477.00	4,584
Q1 2017Mar 31, 2017	INTU Intuit Inc.	Intuit Inc.	Sell	-1,000-1.3%	$8.61K	74,267
Q1 2017Mar 31, 2017	IVV iShares Core S&P 500 ETF	iShares Core S&P 500 ETF	Sell	-1,037-6.2%	$3.71K	15,618
Q1 2017Mar 31, 2017	WFC Wells Fargo & Company	Wells Fargo & Company	Sell	-1,239-7.7%	$822.00	14,773
Q1 2017Mar 31, 2017	VWO Vanguard FTSE Emerging Markets	Vanguard FTSE Emerging Markets	Sell	-1,241-7.1%	$643.00	16,195
Q1 2017Mar 31, 2017	EFV iShares MSCI EAFE Value ETF	iShares MSCI EAFE Value ETF	Sell	-1,254-4.4%	$1.36K	27,082
Q1 2017Mar 31, 2017	VFC V.F. Corporation	V.F. Corporation	Sell	-1,406-24.2%	$242.00	4,409
Q1 2017Mar 31, 2017	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-1,409-3.6%	$2.52K	38,214

Page 664 of 733 • 21977 total trades

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