- 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	USMV iShares MSCI USA Min Vol Factor	iShares MSCI USA Min Vol Factor	Sell	-570-7.8%	$305.00	6,751
Q4 2016Dec 31, 2016	EXC Exelon Corporation	Exelon Corporation	Sell	-584-7.1%	$271.00	7,646
Q4 2016Dec 31, 2016	DJP iPath Bloomberg Commodity Index	iPath Bloomberg Commodity Index	Sell	-612-3.4%	$428.00	17,644
Q4 2016Dec 31, 2016	ORAN		Sell	-628-3.7%	$248.00	16,349
Q4 2016Dec 31, 2016	ORLY O'Reilly Automotive, Inc.	O'Reilly Automotive, Inc.	Sell - Position Exit	-742-100.0%	$0.00	-
Q4 2016Dec 31, 2016	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Sell	-884-5.8%	$1.94K	14,442
Q4 2016Dec 31, 2016	SJM The J.M. Smucker Company	The J.M. Smucker Company	Sell	-1,016-7.5%	$1.61K	12,563
Q4 2016Dec 31, 2016	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Sell	-1,069-20.1%	$841.00	4,257
Q4 2016Dec 31, 2016	PNC PNC Financial Services Group, I	PNC Financial Services Group, I	Sell	-1,088-15.2%	$712.00	6,088
Q4 2016Dec 31, 2016	VFC V.F. Corporation	V.F. Corporation	Sell	-1,158-16.6%	$310.00	5,815
Q4 2016Dec 31, 2016	SCHZ Schwab US Aggregate Bond ETF	Schwab US Aggregate Bond ETF	Sell	-1,305-0.8%	$8.68K	168,559
Q4 2016Dec 31, 2016	SNY Sanofi	Sanofi	Sell	-1,349-20.6%	$211.00	5,206
Q4 2016Dec 31, 2016	AMGN Amgen Inc.	Amgen Inc.	Sell	-1,384-18.5%	$890.00	6,090
Q4 2016Dec 31, 2016	PFF iShares Preferred and Income Se	iShares Preferred and Income Se	Sell	-1,405-5.4%	$918.00	24,679
Q4 2016Dec 31, 2016	EFA iShares MSCI EAFE ETF	iShares MSCI EAFE ETF	Sell	-1,434-6.0%	$1.29K	22,424
Q4 2016Dec 31, 2016	IEI iShares 3-7 Year Treasury Bond	iShares 3-7 Year Treasury Bond	Sell - Position Exit	-1,837-100.0%	$0.00	-
Q4 2016Dec 31, 2016	SPY SPDR S&P 500	SPDR S&P 500	Sell	-1,954-15.8%	$2.33K	10,415
Q4 2016Dec 31, 2016	INTU Intuit Inc.	Intuit Inc.	Sell	-2,000-2.6%	$8.63K	75,267
Q4 2016Dec 31, 2016	NVG Nuveen AMT-Free Municipal Credi	Nuveen AMT-Free Municipal Credi	Sell	-2,156-3.2%	$939.00	64,942
Q4 2016Dec 31, 2016	WFC Wells Fargo & Company	Wells Fargo & Company	Sell	-2,238-12.3%	$882.00	16,012
Q4 2016Dec 31, 2016	EFAV iShares MSCI EAFE Min Vol Facto	iShares MSCI EAFE Min Vol Facto	Sell	-2,289-16.9%	$690.00	11,268
Q4 2016Dec 31, 2016	WBA Walgreens Boots Alliance, Inc.	Walgreens Boots Alliance, Inc.	Sell - Position Exit	-2,587-100.0%	$0.00	-
Q4 2016Dec 31, 2016	WU Western Union Company (The)	Western Union Company (The)	Sell	-2,975-20.0%	$258.00	11,876
Q4 2016Dec 31, 2016	F Ford Motor Company	Ford Motor Company	Sell	-3,250-13.5%	$253.00	20,853
Q4 2016Dec 31, 2016	NWBI Northwest Bancshares, Inc.	Northwest Bancshares, Inc.	Sell	-3,856-12.7%	$478.00	26,487
Q4 2016Dec 31, 2016	SCHV Schwab U.S. Large-Cap Value ETF	Schwab U.S. Large-Cap Value ETF	Sell	-4,382-7.1%	$2.77K	57,678
Q4 2016Dec 31, 2016	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Sell	-4,502-22.5%	$446.00	15,499
Q4 2016Dec 31, 2016	JCI Johnson Controls International	Johnson Controls International	Sell - Position Exit	-4,587-100.0%	$0.00	-
Q4 2016Dec 31, 2016	EEM iShares MSCI Emerging Index Fun	iShares MSCI Emerging Index Fun	Sell - Position Exit	-5,331-100.0%	$0.00	-
Q4 2016Dec 31, 2016	SCHE Schwab Emerging Markets Equity	Schwab Emerging Markets Equity	Sell	-6,665-10.9%	$1.18K	54,602

Page 672 of 733 • 21977 total trades

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