- 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	SCHC Schwab International Small-Cap	Schwab International Small-Cap	Sell	-13,877-18.2%	$1.95K	62,245
Q1 2017Mar 31, 2017	ORAN		Sell - Position Exit	-16,349-100.0%	$0.00	-
Q1 2017Mar 31, 2017	PEP Pepsico, Inc.	Pepsico, Inc.	Sell	-16,603-21.8%	$6.65K	59,434
Q1 2017Mar 31, 2017	IBM International Business Machines	International Business Machines	Sell	-19,058-67.4%	$1.61K	9,231
Q1 2017Mar 31, 2017	VGSH Vanguard Short-Term Treasury ET	Vanguard Short-Term Treasury ET	Sell	-23,057-80.6%	$336.00	5,533
Q1 2017Mar 31, 2017	ARCC Ares Capital Corporation	Ares Capital Corporation	Sell - Position Exit	-23,235-100.0%	$0.00	-
Q1 2017Mar 31, 2017	HTGC Hercules Capital, Inc.	Hercules Capital, Inc.	Sell - Position Exit	-23,703-100.0%	$0.00	-
Q1 2017Mar 31, 2017	SPGM SPDR Portfolio MSCI Global Stoc	SPDR Portfolio MSCI Global Stoc	Sell	-24,108-16.6%	$8.40K	121,234
Q1 2017Mar 31, 2017	YUM Yum! Brands, Inc.	Yum! Brands, Inc.	Sell	-31,682-41.1%	$2.90K	45,406
Q1 2017Mar 31, 2017	YUMC Yum China Holdings, Inc.	Yum China Holdings, Inc.	Sell	-32,370-42.0%	$1.22K	44,720
Q1 2017Mar 31, 2017	CWI SPDR MSCI ACWI ex-US ETF	SPDR MSCI ACWI ex-US ETF	Sell	-33,991-8.1%	$13.15K	385,503
Q1 2017Mar 31, 2017	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Sell	-37,987-11.6%	$31.39K	289,342
Q1 2017Mar 31, 2017	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Sell	-43,969-78.7%	$1.04K	11,873
Q1 2017Mar 31, 2017	RTH VanEck Retail ETF	VanEck Retail ETF	Sell - Position Exit	-62,106-100.0%	$0.00	-
Q1 2017Mar 31, 2017	ATI ATI Inc.	ATI Inc.	Sell - Position Exit	-165,323-100.0%	$0.00	-
Q1 2017Mar 31, 2017	USDU WisdomTree Bloomberg U.S. Dolla	WisdomTree Bloomberg U.S. Dolla	Sell - Position Exit	-206,912-100.0%	$0.00	-
Q4 2016Dec 31, 2016	DGRW WisdomTree U.S. Quality Dividen	WisdomTree U.S. Quality Dividen	Buy - Position Entry	+350,583	$11.66K	350,583
Q4 2016Dec 31, 2016	USDU WisdomTree Bloomberg U.S. Dolla	WisdomTree Bloomberg U.S. Dolla	Buy - Position Entry	+206,912	$5.79K	206,912
Q4 2016Dec 31, 2016	WY Weyerhaeuser Company	Weyerhaeuser Company	Buy - Position Entry	+184,331	$5.55K	184,331
Q4 2016Dec 31, 2016	XLI SPDR Select Sector Fund - Indus	SPDR Select Sector Fund - Indus	Buy - Position Entry	+162,476	$10.11K	162,476
Q4 2016Dec 31, 2016	QUAL iShares MSCI USA Quality Factor	iShares MSCI USA Quality Factor	Buy - Position Entry	+156,440	$10.81K	156,440
Q4 2016Dec 31, 2016	GNR SPDR S&P Global Natural Resourc	SPDR S&P Global Natural Resourc	Buy	+137,358+16.8%	$39.33K	957,212
Q4 2016Dec 31, 2016	FDN First Trust DJ Internet Index F	First Trust DJ Internet Index F	Buy - Position Entry	+128,700	$10.27K	128,700
Q4 2016Dec 31, 2016	IEMG iShares Core MSCI Emerging Mark	iShares Core MSCI Emerging Mark	Buy	+105,244+1156.3%	$4.85K	114,346
Q4 2016Dec 31, 2016	ATI ATI Inc.	ATI Inc.	Buy	+92,397+126.7%	$2.63K	165,323
Q4 2016Dec 31, 2016	IXUS iShares Core MSCI Total Interna	iShares Core MSCI Total Interna	Buy	+84,756+11.2%	$42.65K	844,710
Q4 2016Dec 31, 2016	YUMC Yum China Holdings, Inc.	Yum China Holdings, Inc.	Buy - Position Entry	+77,090	$2.01K	77,090
Q4 2016Dec 31, 2016	RWO SPDR DJ Wilshire Global Real Es	SPDR DJ Wilshire Global Real Es	Buy	+68,177+7.6%	$44.92K	960,497
Q4 2016Dec 31, 2016	GLW Corning Incorporated	Corning Incorporated	Buy - Position Entry	+64,404	$1.56K	64,404
Q4 2016Dec 31, 2016	RTH VanEck Retail ETF	VanEck Retail ETF	Buy - Position Entry	+62,106	$4.71K	62,106

Page 666 of 733 • 21977 total trades

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