- 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	VWO Vanguard FTSE Emerging Markets	Vanguard FTSE Emerging Markets	Buy	+2,508+16.8%	$624.00	17,436
Q4 2016Dec 31, 2016	SLYV SPDR S&P 600 Small Cap Value ET	SPDR S&P 600 Small Cap Value ET	Buy - Position Entry	+2,487	$296.00	2,487
Q4 2016Dec 31, 2016	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy	+2,311+4.3%	$4.82K	55,842
Q4 2016Dec 31, 2016	FE FirstEnergy Corp.	FirstEnergy Corp.	Buy	+2,232+33.7%	$274.00	8,863
Q4 2016Dec 31, 2016	MINT PIMCO Enhanced Short Maturity A	PIMCO Enhanced Short Maturity A	Buy - Position Entry	+2,229	$226.00	2,229
Q4 2016Dec 31, 2016	DRI Darden Restaurants, Inc.	Darden Restaurants, Inc.	Buy	+2,171+5.5%	$3.04K	41,816
Q4 2016Dec 31, 2016	JNJ Johnson & Johnson	Johnson & Johnson	Buy	+2,113+16.6%	$1.71K	14,875
Q4 2016Dec 31, 2016	EPD Enterprise Products Partners L.	Enterprise Products Partners L.	Buy	+1,844+5.7%	$921.00	34,076
Q4 2016Dec 31, 2016	IWN iShares Russell 2000 Value ETF	iShares Russell 2000 Value ETF	Buy - Position Entry	+1,802	$214.00	1,802
Q4 2016Dec 31, 2016	TIP iShares TIPS Bond ETF	iShares TIPS Bond ETF	Buy - Position Entry	+1,793	$203.00	1,793
Q4 2016Dec 31, 2016	COP ConocoPhillips	ConocoPhillips	Buy	+1,738+14.7%	$681.00	13,589
Q4 2016Dec 31, 2016	VLO Valero Energy Corporation	Valero Energy Corporation	Buy	+1,721+3.7%	$3.30K	48,249
Q4 2016Dec 31, 2016	ITOT iShares Core S&P Total U.S. Sto	iShares Core S&P Total U.S. Sto	Buy	+1,720+36.7%	$328.00	6,401
Q4 2016Dec 31, 2016	IVV iShares Core S&P 500 ETF	iShares Core S&P 500 ETF	Buy	+1,647+11.0%	$3.75K	16,655
Q4 2016Dec 31, 2016	MRK Merck & Company, Inc.	Merck & Company, Inc.	Buy	+1,577+7.6%	$1.31K	22,293
Q4 2016Dec 31, 2016	SCZ iShares MSCI EAFE Small-Cap ETF	iShares MSCI EAFE Small-Cap ETF	Buy	+1,489+21.3%	$423.00	8,486
Q4 2016Dec 31, 2016	PPG PPG Industries, Inc.	PPG Industries, Inc.	Buy	+1,481+41.9%	$475.00	5,015
Q4 2016Dec 31, 2016	EFV iShares MSCI EAFE Value ETF	iShares MSCI EAFE Value ETF	Buy	+1,415+5.3%	$1.34K	28,336
Q4 2016Dec 31, 2016	MMM 3M Company	3M Company	Buy	+1,404+89.1%	$532.00	2,979
Q4 2016Dec 31, 2016	SDY SPDR S&P Dividend ETF	SPDR S&P Dividend ETF	Buy	+1,348+14.3%	$921.00	10,767
Q4 2016Dec 31, 2016	BA Boeing Company (The)	Boeing Company (The)	Buy	+1,178+58.7%	$496.00	3,186
Q4 2016Dec 31, 2016	IJH iShares Core S&P Mid-Cap ETF	iShares Core S&P Mid-Cap ETF	Buy	+1,173+11.8%	$1.83K	11,083
Q4 2016Dec 31, 2016	BP BP p.l.c.	BP p.l.c.	Buy	+1,111+17.2%	$283.00	7,566
Q4 2016Dec 31, 2016	INTC Intel Corporation	Intel Corporation	Buy	+1,076+0.8%	$4.63K	127,681
Q4 2016Dec 31, 2016	CORP Pimco Investment Grade Corporat	Pimco Investment Grade Corporat	Buy	+1,052+5.9%	$1.93K	18,870
Q4 2016Dec 31, 2016	ITUB Itau Unibanco Banco Holding SA	Itau Unibanco Banco Holding SA	Buy	+951+6.9%	$151.00	14,654
Q4 2016Dec 31, 2016	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Buy - Position Entry	+950	$237.00	950
Q4 2016Dec 31, 2016	CVX Chevron Corporation	Chevron Corporation	Buy	+880+12.7%	$917.00	7,793
Q4 2016Dec 31, 2016	VONV Vanguard Russell 1000 Value ETF	Vanguard Russell 1000 Value ETF	Buy	+810+14.1%	$640.00	6,543
Q4 2016Dec 31, 2016	REGN Regeneron Pharmaceuticals, Inc.	Regeneron Pharmaceuticals, Inc.	Buy - Position Entry	+700	$257.00	700

Page 669 of 733 • 21977 total trades

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