- 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	ORCL Oracle Corporation	Oracle Corporation	Buy	+8,032+10.8%	$3.18K	82,715
Q4 2016Dec 31, 2016	VMBS Vanguard Mortgage-Backed Securi	Vanguard Mortgage-Backed Securi	Buy	+7,291+28.4%	$1.72K	32,945
Q4 2016Dec 31, 2016	SCHA Schwab U.S. Small-Cap ETF	Schwab U.S. Small-Cap ETF	Buy	+6,980+15.8%	$3.14K	51,077
Q4 2016Dec 31, 2016	STWD STARWOOD PROPERTY TRUST, INC. S	STARWOOD PROPERTY TRUST, INC. S	Buy	+6,974+46.0%	$486.00	22,131
Q4 2016Dec 31, 2016	ARCC Ares Capital Corporation	Ares Capital Corporation	Buy	+6,717+40.7%	$383.00	23,235
Q4 2016Dec 31, 2016	HTGC Hercules Capital, Inc.	Hercules Capital, Inc.	Buy	+6,386+36.9%	$334.00	23,703
Q4 2016Dec 31, 2016	SCHX Schwab U.S. Large-Cap ETF	Schwab U.S. Large-Cap ETF	Buy	+6,378+3.1%	$11.35K	213,121
Q4 2016Dec 31, 2016	AEP American Electric Power Company	American Electric Power Company	Buy - Position Entry	+6,269	$395.00	6,269
Q4 2016Dec 31, 2016	PFE Pfizer, Inc.	Pfizer, Inc.	Buy	+5,893+22.6%	$1.04K	31,915
Q4 2016Dec 31, 2016	IWM iShares Russell 2000 ETF	iShares Russell 2000 ETF	Buy	+5,271+247.6%	$998.00	7,400
Q4 2016Dec 31, 2016	XLB Materials Select Sector SPDR	Materials Select Sector SPDR	Buy - Position Entry	+5,040	$250.00	5,040
Q4 2016Dec 31, 2016	SLRC SLR Investment Corp.	SLR Investment Corp.	Buy	+4,576+40.3%	$332.00	15,930
Q4 2016Dec 31, 2016	WMT Walmart Inc.	Walmart Inc.	Buy	+4,443+9.7%	$3.48K	50,313
Q4 2016Dec 31, 2016	SPGM SPDR Portfolio MSCI Global Stoc	SPDR Portfolio MSCI Global Stoc	Buy	+4,402+3.1%	$9.52K	145,342
Q4 2016Dec 31, 2016	GIS General Mills, Inc.	General Mills, Inc.	Buy - Position Entry	+4,145	$256.00	4,145
Q4 2016Dec 31, 2016	SCHC Schwab International Small-Cap	Schwab International Small-Cap	Buy	+3,994+5.5%	$2.21K	76,122
Q4 2016Dec 31, 2016	CMCSA Comcast Corporation	Comcast Corporation	Buy - Position Entry	+3,993	$276.00	3,993
Q4 2016Dec 31, 2016	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Buy	+3,956+17.5%	$2.23K	26,500
Q4 2016Dec 31, 2016	EFG iShares MSCI EAFE Growth ETF	iShares MSCI EAFE Growth ETF	Buy - Position Entry	+3,481	$222.00	3,481
Q4 2016Dec 31, 2016	AFL AFLAC Incorporated	AFLAC Incorporated	Buy	+3,333+7.8%	$3.19K	45,797
Q4 2016Dec 31, 2016	PEP Pepsico, Inc.	Pepsico, Inc.	Buy	+3,328+4.6%	$7.96K	76,037
Q4 2016Dec 31, 2016	LOW Lowe's Companies, Inc.	Lowe's Companies, Inc.	Buy - Position Entry	+3,103	$221.00	3,103
Q4 2016Dec 31, 2016	ALK Alaska Air Group, Inc.	Alaska Air Group, Inc.	Buy	+3,068+8.7%	$3.40K	38,281
Q4 2016Dec 31, 2016	IBM International Business Machines	International Business Machines	Buy	+2,895+11.4%	$4.70K	28,289
Q4 2016Dec 31, 2016	SOXX iShares Semiconductor ETF	iShares Semiconductor ETF	Buy - Position Entry	+2,860	$351.00	2,860
Q4 2016Dec 31, 2016	GLD SPDR Gold Trust	SPDR Gold Trust	Buy	+2,769+10.9%	$3.08K	28,131
Q4 2016Dec 31, 2016	D Dominion Energy, Inc.	Dominion Energy, Inc.	Buy - Position Entry	+2,752	$211.00	2,752
Q4 2016Dec 31, 2016	SCHR Schwab Intermediate-Term U.S. T	Schwab Intermediate-Term U.S. T	Buy	+2,734+5.8%	$2.66K	49,778
Q4 2016Dec 31, 2016	CVS CVS Health Corporation	CVS Health Corporation	Buy	+2,572+68.2%	$501.00	6,345
Q4 2016Dec 31, 2016	AGGY WisdomTree Yield Enhanced U.S.	WisdomTree Yield Enhanced U.S.	Buy	+2,550+7.0%	$1.93K	39,014

Page 668 of 733 • 21977 total trades

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