- 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	CLX Clorox Company (The)	Clorox Company (The)	Buy	+700+24.6%	$425.00	3,541
Q4 2016Dec 31, 2016	SCHM Schwab U.S. Mid Cap ETF	Schwab U.S. Mid Cap ETF	Buy	+690+4.8%	$682.00	15,099
Q4 2016Dec 31, 2016	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+638+16.7%	$457.00	4,449
Q4 2016Dec 31, 2016	VNQ Vanguard Real Estate ETF	Vanguard Real Estate ETF	Buy	+636+14.7%	$410.00	4,966
Q4 2016Dec 31, 2016	BAC Bank of America Corporation	Bank of America Corporation	Buy	+615+1.8%	$757.00	34,266
Q4 2016Dec 31, 2016	DUK Duke Energy Corporation (Holdin	Duke Energy Corporation (Holdin	Buy	+530+16.7%	$287.00	3,695
Q4 2016Dec 31, 2016	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+519+4.9%	$1.15K	11,065
Q4 2016Dec 31, 2016	MCD McDonald's Corporation	McDonald's Corporation	Buy	+501+17.5%	$409.00	3,363
Q4 2016Dec 31, 2016	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Buy	+351+24.3%	$297.00	1,797
Q4 2016Dec 31, 2016	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy - Position Entry	+284	$213.00	284
Q4 2016Dec 31, 2016	AAPL Apple Inc.	Apple Inc.	Buy	+282+0.1%	$21.97K	189,663
Q4 2016Dec 31, 2016	TGT Target Corporation	Target Corporation	Buy	+253+6.6%	$296.00	4,100
Q4 2016Dec 31, 2016	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Buy	+251+4.2%	$365.00	6,249
Q4 2016Dec 31, 2016	ROK Rockwell Automation, Inc.	Rockwell Automation, Inc.	Buy	+249+14.0%	$272.00	2,026
Q4 2016Dec 31, 2016	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+224+6.6%	$227.00	3,618
Q4 2016Dec 31, 2016	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+217+22.5%	$911.00	1,180
Q4 2016Dec 31, 2016	IVW iShares S&P 500 Growth ETF	iShares S&P 500 Growth ETF	Buy	+197+4.3%	$579.00	4,755
Q4 2016Dec 31, 2016	NKE Nike, Inc.	Nike, Inc.	Buy	+147+0.1%	$8.71K	171,394
Q4 2016Dec 31, 2016	QCOM QUALCOMM Incorporated	QUALCOMM Incorporated	Buy	+138+0.9%	$1.00K	15,385
Q4 2016Dec 31, 2016	C Citigroup, Inc.	Citigroup, Inc.	Buy	+136+3.0%	$279.00	4,698
Q4 2016Dec 31, 2016	UPS United Parcel Service, Inc.	United Parcel Service, Inc.	Buy	+130+2.2%	$686.00	5,984
Q4 2016Dec 31, 2016	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+96+1.1%	$1.05K	9,100
Q4 2016Dec 31, 2016	YUM Yum! Brands, Inc.	Yum! Brands, Inc.	Buy	+68+0.1%	$4.88K	77,088
Q4 2016Dec 31, 2016	TRV The Travelers Companies, Inc.	The Travelers Companies, Inc.	Buy	+58+2.6%	$277.00	2,265
Q4 2016Dec 31, 2016	VYM Vanguard High Dividend Yield ET	Vanguard High Dividend Yield ET	Buy	+57+1.2%	$363.00	4,788
Q4 2016Dec 31, 2016	EBAY eBay Inc.	eBay Inc.	Buy	+48+0.3%	$419.00	14,129
Q4 2016Dec 31, 2016	BSV Vanguard Short-Term Bond ETF	Vanguard Short-Term Bond ETF	Buy	+36+0.3%	$966.00	12,164
Q4 2016Dec 31, 2016	LMT Lockheed Martin Corporation	Lockheed Martin Corporation	Buy	+27+2.9%	$239.00	958
Q4 2016Dec 31, 2016	SCHG Schwab U.S. Large-Cap Growth ET	Schwab U.S. Large-Cap Growth ET	Buy	+18+0.4%	$263.00	4,716
Q4 2016Dec 31, 2016	NVDA NVIDIA Corporation	NVIDIA Corporation	Buy	+4+0.1%	$340.00	3,185

Page 670 of 733 • 21977 total trades

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