- 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	FM iShares Frontier and Select EM	iShares Frontier and Select EM	Buy	+2+0.0%	$200.00	8,039
Q4 2016Dec 31, 2016	SHW Sherwin-Williams Company (The)	Sherwin-Williams Company (The)	Buy	+1+0.0%	$807.00	3,003
Q4 2016Dec 31, 2016	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-4-0.4%	$823.00	1,039
Q4 2016Dec 31, 2016	GD General Dynamics Corporation	General Dynamics Corporation	Sell	-27-2.0%	$234.00	1,354
Q4 2016Dec 31, 2016	HON Honeywell International Inc.	Honeywell International Inc.	Sell	-30-1.0%	$357.00	3,079
Q4 2016Dec 31, 2016	OLN Olin Corporation	Olin Corporation	Sell	-32-0.2%	$474.00	18,493
Q4 2016Dec 31, 2016	MO Altria Group, Inc.	Altria Group, Inc.	Sell	-49-1.0%	$329.00	4,868
Q4 2016Dec 31, 2016	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-52-2.5%	$338.00	2,056
Q4 2016Dec 31, 2016	IWF iShares Russell 1000 Growth ETF	iShares Russell 1000 Growth ETF	Sell	-63-1.3%	$498.00	4,750
Q4 2016Dec 31, 2016	SAP SAP SE	SAP SE	Sell	-70-1.8%	$326.00	3,770
Q4 2016Dec 31, 2016	CINF Cincinnati Financial Corporatio	Cincinnati Financial Corporatio	Sell	-73-1.6%	$337.00	4,450
Q4 2016Dec 31, 2016	ACN Accenture plc	Accenture plc	Sell	-79-2.1%	$423.00	3,615
Q4 2016Dec 31, 2016	WPP WPP plc	WPP plc	Sell	-80-3.0%	$289.00	2,611
Q4 2016Dec 31, 2016	ADBE Adobe Inc.	Adobe Inc.	Sell	-88-3.9%	$222.00	2,158
Q4 2016Dec 31, 2016	CNI Canadian National Railway Compa	Canadian National Railway Compa	Sell	-108-3.2%	$222.00	3,296
Q4 2016Dec 31, 2016	IJR iShares Core S&P Small-Cap ETF	iShares Core S&P Small-Cap ETF	Sell	-130-4.1%	$421.00	3,061
Q4 2016Dec 31, 2016	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Sell	-153-4.2%	$260.00	3,456
Q4 2016Dec 31, 2016	FMS Fresenius Medical Care AG	Fresenius Medical Care AG	Sell	-171-3.4%	$208.00	4,918
Q4 2016Dec 31, 2016	SLB Schlumberger N.V.	Schlumberger N.V.	Sell	-180-3.9%	$369.00	4,394
Q4 2016Dec 31, 2016	V Visa Inc.	Visa Inc.	Sell	-187-3.0%	$466.00	5,967
Q4 2016Dec 31, 2016	ILCG iShares Morningstar Large-Cap G	iShares Morningstar Large-Cap G	Sell	-248-9.6%	$283.00	2,338
Q4 2016Dec 31, 2016	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-255-9.2%	$259.00	2,510
Q4 2016Dec 31, 2016	IMCG iShares Morningstar Mid-Cap Gro	iShares Morningstar Mid-Cap Gro	Sell	-283-10.3%	$399.00	2,460
Q4 2016Dec 31, 2016	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-332-0.8%	$2.46K	39,623
Q4 2016Dec 31, 2016	IVE iShares S&P 500 Value ETF	iShares S&P 500 Value ETF	Sell	-372-6.4%	$554.00	5,465
Q4 2016Dec 31, 2016	AXP American Express Company	American Express Company	Sell	-373-5.0%	$524.00	7,074
Q4 2016Dec 31, 2016	PSX Phillips 66	Phillips 66	Sell	-397-7.4%	$426.00	4,932
Q4 2016Dec 31, 2016	SBUX Starbucks Corporation	Starbucks Corporation	Sell	-410-2.8%	$800.00	14,415
Q4 2016Dec 31, 2016	SAN Banco Santander, S.A. Sponsored	Banco Santander, S.A. Sponsored	Sell	-554-1.7%	$167.00	32,308
Q4 2016Dec 31, 2016	AIG American International Group, I	American International Group, I	Sell	-569-13.8%	$232.00	3,552

Page 671 of 733 • 21977 total trades

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