- 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	BND Vanguard Total Bond Market ETF	Vanguard Total Bond Market ETF	Sell	-1,424-9.6%	$1.09K	13,408
Q1 2017Mar 31, 2017	XLI SPDR Select Sector Fund - Indus	SPDR Select Sector Fund - Indus	Sell	-1,479-0.9%	$10.47K	160,997
Q1 2017Mar 31, 2017	IWD iShares Russell 1000 Value ETF	iShares Russell 1000 Value ETF	Sell	-1,860-10.2%	$1.76K	16,302
Q1 2017Mar 31, 2017	NVG Nuveen AMT-Free Municipal Credi	Nuveen AMT-Free Municipal Credi	Sell	-1,925-3.0%	$921.00	63,017
Q1 2017Mar 31, 2017	STWD STARWOOD PROPERTY TRUST, INC. S	STARWOOD PROPERTY TRUST, INC. S	Sell	-1,926-8.7%	$456.00	20,205
Q1 2017Mar 31, 2017	PNC PNC Financial Services Group, I	PNC Financial Services Group, I	Sell	-1,928-31.7%	$500.00	4,160
Q1 2017Mar 31, 2017	SLRC SLR Investment Corp.	SLR Investment Corp.	Sell	-2,019-12.7%	$315.00	13,911
Q1 2017Mar 31, 2017	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-2,024-6.3%	$1.02K	29,891
Q1 2017Mar 31, 2017	ACWI iShares MSCI ACWI ETF	iShares MSCI ACWI ETF	Sell	-2,276-6.1%	$2.23K	35,227
Q1 2017Mar 31, 2017	INTC Intel Corporation	Intel Corporation	Sell	-3,102-2.4%	$4.49K	124,579
Q1 2017Mar 31, 2017	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Sell	-3,265-12.3%	$2.09K	23,235
Q1 2017Mar 31, 2017	AXP American Express Company	American Express Company	Sell	-3,537-50.0%	$280.00	3,537
Q1 2017Mar 31, 2017	PSEC Prospect Capital Corporation	Prospect Capital Corporation	Sell	-3,987-10.3%	$313.00	34,581
Q1 2017Mar 31, 2017	QAI NYLI Hedge Multi-Strategy Track	NYLI Hedge Multi-Strategy Track	Sell	-4,095-10.8%	$986.00	33,880
Q1 2017Mar 31, 2017	EPD Enterprise Products Partners L.	Enterprise Products Partners L.	Sell	-4,174-12.2%	$826.00	29,902
Q1 2017Mar 31, 2017	QUAL iShares MSCI USA Quality Factor	iShares MSCI USA Quality Factor	Sell	-4,906-3.1%	$11.03K	151,534
Q1 2017Mar 31, 2017	QCOM QUALCOMM Incorporated	QUALCOMM Incorporated	Sell	-5,069-32.9%	$592.00	10,316
Q1 2017Mar 31, 2017	SNY Sanofi	Sanofi	Sell - Position Exit	-5,206-100.0%	$0.00	-
Q1 2017Mar 31, 2017	MRK Merck & Company, Inc.	Merck & Company, Inc.	Sell	-5,298-23.8%	$1.08K	16,995
Q1 2017Mar 31, 2017	FNDF Schwab Fundamental Internationa	Schwab Fundamental Internationa	Sell	-6,202-9.8%	$1.52K	56,766
Q1 2017Mar 31, 2017	USMV iShares MSCI USA Min Vol Factor	iShares MSCI USA Min Vol Factor	Sell - Position Exit	-6,751-100.0%	$0.00	-
Q1 2017Mar 31, 2017	PAA Plains All American Pipeline, L	Plains All American Pipeline, L	Sell - Position Exit	-7,115-100.0%	$0.00	-
Q1 2017Mar 31, 2017	PFF iShares Preferred and Income Se	iShares Preferred and Income Se	Sell	-7,452-30.2%	$667.00	17,227
Q1 2017Mar 31, 2017	FM iShares Frontier and Select EM	iShares Frontier and Select EM	Sell - Position Exit	-8,039-100.0%	$0.00	-
Q1 2017Mar 31, 2017	SCHO Schwab Short-Term U.S. Treasury	Schwab Short-Term U.S. Treasury	Sell	-8,284-42.6%	$563.00	11,159
Q1 2017Mar 31, 2017	VMBS Vanguard Mortgage-Backed Securi	Vanguard Mortgage-Backed Securi	Sell	-9,400-28.5%	$1.24K	23,545
Q1 2017Mar 31, 2017	EFAV iShares MSCI EAFE Min Vol Facto	iShares MSCI EAFE Min Vol Facto	Sell - Position Exit	-11,268-100.0%	$0.00	-
Q1 2017Mar 31, 2017	WU Western Union Company (The)	Western Union Company (The)	Sell - Position Exit	-11,876-100.0%	$0.00	-
Q1 2017Mar 31, 2017	BSV Vanguard Short-Term Bond ETF	Vanguard Short-Term Bond ETF	Sell - Position Exit	-12,164-100.0%	$0.00	-
Q1 2017Mar 31, 2017	SCHZ Schwab US Aggregate Bond ETF	Schwab US Aggregate Bond ETF	Sell	-13,019-7.7%	$8.05K	155,540

Page 665 of 733 • 21977 total trades

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