- 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
Q4 2016Dec 31, 2016	VTI Vanguard Total Stock Market ETF	Vanguard Total Stock Market ETF	Buy	+61,420+14.5%	$55.86K	484,358
Q4 2016Dec 31, 2016	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+51,715+755.0%	$9.54K	58,565
Q4 2016Dec 31, 2016	VBR Vanguard Small-Cap Value ETF	Vanguard Small-Cap Value ETF	Buy	+49,340+1262.9%	$6.44K	53,247
Q4 2016Dec 31, 2016	CWI SPDR MSCI ACWI ex-US ETF	SPDR MSCI ACWI ex-US ETF	Buy	+46,617+12.5%	$13.21K	419,494
Q4 2016Dec 31, 2016	MS Morgan Stanley	Morgan Stanley	Buy	+45,280+108.7%	$3.67K	86,938
Q4 2016Dec 31, 2016	MUB iShares National Muni Bond ETF	iShares National Muni Bond ETF	Buy	+31,477+29.4%	$14.98K	138,488
Q4 2016Dec 31, 2016	LQD iShares iBoxx $ Investment Grad	iShares iBoxx $ Investment Grad	Buy	+27,851+251.5%	$4.56K	38,925
Q4 2016Dec 31, 2016	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Buy	+27,663+9.2%	$35.37K	327,329
Q4 2016Dec 31, 2016	CCL Carnival Corporation	Carnival Corporation	Buy - Position Entry	+26,429	$1.38K	26,429
Q4 2016Dec 31, 2016	KO Coca-Cola Company (The)	Coca-Cola Company (The)	Buy	+26,351+291.7%	$1.47K	35,384
Q4 2016Dec 31, 2016	GILD Gilead Sciences, Inc.	Gilead Sciences, Inc.	Buy	+24,512+51.1%	$5.19K	72,522
Q4 2016Dec 31, 2016	GII SPDR S&P Global Infrastructure	SPDR S&P Global Infrastructure	Buy	+23,294+14.6%	$8.21K	182,476
Q4 2016Dec 31, 2016	BBVA Banco Bilbao Vizcaya Argentaria	Banco Bilbao Vizcaya Argentaria	Buy	+22,837+150.7%	$257.00	37,992
Q4 2016Dec 31, 2016	VEU Vanguard FTSE All World Ex US E	Vanguard FTSE All World Ex US E	Buy	+21,751+189.4%	$1.47K	33,235
Q4 2016Dec 31, 2016	ACWI iShares MSCI ACWI ETF	iShares MSCI ACWI ETF	Buy	+20,259+117.5%	$2.22K	37,503
Q4 2016Dec 31, 2016	GOVT iShares U.S. Treasury Bond ETF	iShares U.S. Treasury Bond ETF	Buy	+19,834+68.8%	$1.21K	48,675
Q4 2016Dec 31, 2016	SWKS Skyworks Solutions, Inc.	Skyworks Solutions, Inc.	Buy - Position Entry	+18,245	$1.36K	18,245
Q4 2016Dec 31, 2016	T AT&T Inc.	AT&T Inc.	Buy	+18,041+83.2%	$1.69K	39,729
Q4 2016Dec 31, 2016	VONG Vanguard Russell 1000 Growth ET	Vanguard Russell 1000 Growth ET	Buy	+17,439+12.8%	$16.52K	153,588
Q4 2016Dec 31, 2016	HBAN Huntington Bancshares Incorpora	Huntington Bancshares Incorpora	Buy	+16,307+79.1%	$488.00	36,912
Q4 2016Dec 31, 2016	TFI SPDR Nuveen Bloomberg Municipal	SPDR Nuveen Bloomberg Municipal	Buy	+15,377+107.5%	$1.41K	29,676
Q4 2016Dec 31, 2016	BND Vanguard Total Bond Market ETF	Vanguard Total Bond Market ETF	Buy - Position Entry	+14,832	$1.20K	14,832
Q4 2016Dec 31, 2016	VOD Vodafone Group Plc	Vodafone Group Plc	Buy	+13,642+55.8%	$930.00	38,069
Q4 2016Dec 31, 2016	XLU SPDR Select Sector Fund - Utili	SPDR Select Sector Fund - Utili	Buy	+13,372+100.4%	$1.30K	26,693
Q4 2016Dec 31, 2016	IBN ICICI Bank Limited	ICICI Bank Limited	Buy - Position Entry	+12,376	$93.00	12,376
Q4 2016Dec 31, 2016	PSEC Prospect Capital Corporation	Prospect Capital Corporation	Buy	+11,088+40.3%	$322.00	38,568
Q4 2016Dec 31, 2016	BIIB Biogen Inc.	Biogen Inc.	Buy - Position Entry	+10,154	$2.88K	10,154
Q4 2016Dec 31, 2016	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Buy	+9,649+69.3%	$2.13K	23,567
Q4 2016Dec 31, 2016	GUNR FlexShares Global Upstream Natu	FlexShares Global Upstream Natu	Buy - Position Entry	+9,268	$266.00	9,268
Q4 2016Dec 31, 2016	VZ Verizon Communications Inc.	Verizon Communications Inc.	Buy	+9,072+89.6%	$1.02K	19,195

Page 667 of 733 • 21977 total trades

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