- 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 2025Mar 31, 2025	SKYW SkyWest, Inc.	SkyWest, Inc.	Buy	+43+1.2%	$309.03K	3,537
Q1 2025Mar 31, 2025	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Buy	+41+1.7%	$915.80K	2,485
Q1 2025Mar 31, 2025	KMPR Kemper Corporation	Kemper Corporation	Buy	+38+1.2%	$220.81K	3,303
Q1 2025Mar 31, 2025	SOXX iShares Semiconductor ETF	iShares Semiconductor ETF	Buy	+38+2.2%	$338.80K	1,800
Q1 2025Mar 31, 2025	GWW W.W. Grainger, Inc.	W.W. Grainger, Inc.	Buy	+37+2.8%	$1.33M	1,350
Q1 2025Mar 31, 2025	NOC Northrop Grumman Corporation	Northrop Grumman Corporation	Buy	+36+1.2%	$1.52M	2,976
Q1 2025Mar 31, 2025	CACI CACI International, Inc.	CACI International, Inc.	Buy	+36+3.0%	$450.94K	1,229
Q1 2025Mar 31, 2025	NTR Nutrien Ltd.	Nutrien Ltd.	Buy	+35+0.6%	$279.29K	5,623
Q1 2025Mar 31, 2025	DDS Dillard's, Inc.	Dillard's, Inc.	Buy	+35+3.5%	$374.96K	1,047
Q1 2025Mar 31, 2025	CSWI CSW Industrials, Inc.	CSW Industrials, Inc.	Buy	+34+1.1%	$910.13K	3,122
Q1 2025Mar 31, 2025	KFS Kingsway Financial Services, In	Kingsway Financial Services, In	Buy	+34+0.1%	$187.07K	23,620
Q1 2025Mar 31, 2025	APP Applovin Corporation	Applovin Corporation	Buy	+31+1.0%	$841.09K	3,174
Q1 2025Mar 31, 2025	EOG EOG Resources, Inc.	EOG Resources, Inc.	Buy	+30+0.3%	$1.36M	10,595
Q1 2025Mar 31, 2025	BLDR Builders FirstSource, Inc.	Builders FirstSource, Inc.	Buy	+30+1.5%	$248.38K	1,988
Q1 2025Mar 31, 2025	PNW Pinnacle West Capital Corporati	Pinnacle West Capital Corporati	Buy	+29+0.9%	$313.26K	3,289
Q1 2025Mar 31, 2025	FVAL Fidelity Value Factor ETF	Fidelity Value Factor ETF	Buy	+27+0.5%	$353.04K	5,924
Q1 2025Mar 31, 2025	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Buy	+27+0.3%	$4.25M	8,587
Q1 2025Mar 31, 2025	EME EMCOR Group, Inc.	EMCOR Group, Inc.	Buy	+26+3.4%	$292.40K	791
Q1 2025Mar 31, 2025	ARGX argenx SE	argenx SE	Buy	+24+1.3%	$1.08M	1,829
Q1 2025Mar 31, 2025	TDY Teledyne Technologies Incorpora	Teledyne Technologies Incorpora	Buy	+24+2.6%	$471.43K	947
Q1 2025Mar 31, 2025	SNA Snap-On Incorporated	Snap-On Incorporated	Buy	+24+2.9%	$289.34K	859
Q1 2025Mar 31, 2025	PAYC Paycom Software, Inc.	Paycom Software, Inc.	Buy	+19+1.5%	$276.60K	1,266
Q1 2025Mar 31, 2025	VOX Vanguard Communication Services	Vanguard Communication Services	Buy	+18+1.3%	$203.00K	1,368
Q1 2025Mar 31, 2025	CODI D/B/A Compass Diversified Holdi	D/B/A Compass Diversified Holdi	Buy	+18+0.2%	$206.08K	11,038
Q1 2025Mar 31, 2025	FIX Comfort Systems USA, Inc.	Comfort Systems USA, Inc.	Buy	+18+1.3%	$461.26K	1,431
Q1 2025Mar 31, 2025	DHS WisdomTree U.S. High Dividend F	WisdomTree U.S. High Dividend F	Buy	+13+0.4%	$357.23K	3,603
Q1 2025Mar 31, 2025	MET MetLife, Inc.	MetLife, Inc.	Buy	+13+0.1%	$1.20M	14,894
Q1 2025Mar 31, 2025	LANC Lancaster Colony Corporation	Lancaster Colony Corporation	Buy	+12+0.5%	$446.77K	2,553
Q1 2025Mar 31, 2025	MUSA Murphy USA Inc.	Murphy USA Inc.	Buy	+12+2.6%	$224.58K	478
Q1 2025Mar 31, 2025	MTD Mettler-Toledo International, I	Mettler-Toledo International, I	Buy	+11+1.8%	$740.24K	627

Page 67 of 733 • 21977 total trades

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