- 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	QAI NYLI Hedge Multi-Strategy Track	NYLI Hedge Multi-Strategy Track	Sell	-6,854-15.3%	$1.09K	37,975
Q4 2016Dec 31, 2016	IWD iShares Russell 1000 Value ETF	iShares Russell 1000 Value ETF	Sell	-7,183-28.3%	$1.92K	18,162
Q4 2016Dec 31, 2016	SO Southern Company (The)	Southern Company (The)	Sell - Position Exit	-8,677-100.0%	$0.00	-
Q4 2016Dec 31, 2016	FNDF Schwab Fundamental Internationa	Schwab Fundamental Internationa	Sell	-8,717-12.2%	$1.58K	62,968
Q4 2016Dec 31, 2016	SCHF Schwab International Equity ETF	Schwab International Equity ETF	Sell	-9,722-17.6%	$1.26K	45,570
Q4 2016Dec 31, 2016	SCHO Schwab Short-Term U.S. Treasury	Schwab Short-Term U.S. Treasury	Sell	-11,021-36.2%	$980.00	19,443
Q4 2016Dec 31, 2016	SHM SPDR Nuveen Bloomberg Short Ter	SPDR Nuveen Bloomberg Short Ter	Sell	-17,734-49.9%	$855.00	17,827
Q4 2016Dec 31, 2016	IEFA iShares Core MSCI EAFE ETF	iShares Core MSCI EAFE ETF	Sell - Position Exit	-21,688-100.0%	$0.00	-
Q4 2016Dec 31, 2016	CAH Cardinal Health, Inc.	Cardinal Health, Inc.	Sell - Position Exit	-28,709-100.0%	$0.00	-
Q4 2016Dec 31, 2016	VTEB Vanguard Tax-Exempt Bond ETF	Vanguard Tax-Exempt Bond ETF	Sell - Position Exit	-33,238-100.0%	$0.00	-
Q4 2016Dec 31, 2016	TSN Tyson Foods, Inc.	Tyson Foods, Inc.	Sell - Position Exit	-48,116-100.0%	$0.00	-
Q4 2016Dec 31, 2016	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-84,164-39.9%	$3.84K	126,995
Q3 2016Sep 30, 2016	GNR SPDR S&P Global Natural Resourc	SPDR S&P Global Natural Resourc	Buy - Position Entry	+819,854	$32.07K	819,854
Q3 2016Sep 30, 2016	IXUS iShares Core MSCI Total Interna	iShares Core MSCI Total Interna	Buy - Position Entry	+759,954	$39.69K	759,954
Q3 2016Sep 30, 2016	VTI Vanguard Total Stock Market ETF	Vanguard Total Stock Market ETF	Buy - Position Entry	+422,938	$47.09K	422,938
Q3 2016Sep 30, 2016	CWI SPDR MSCI ACWI ex-US ETF	SPDR MSCI ACWI ex-US ETF	Buy - Position Entry	+372,877	$12.11K	372,877
Q3 2016Sep 30, 2016	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Buy	+289,981+2994.1%	$33.69K	299,666
Q3 2016Sep 30, 2016	RWO SPDR DJ Wilshire Global Real Es	SPDR DJ Wilshire Global Real Es	Buy	+246,796+38.2%	$44.36K	892,320
Q3 2016Sep 30, 2016	SCHX Schwab U.S. Large-Cap ETF	Schwab U.S. Large-Cap ETF	Buy	+197,504+2137.7%	$10.67K	206,743
Q3 2016Sep 30, 2016	SPGM SPDR Portfolio MSCI Global Stoc	SPDR Portfolio MSCI Global Stoc	Buy - Position Entry	+140,940	$9.24K	140,940
Q3 2016Sep 30, 2016	VONG Vanguard Russell 1000 Growth ET	Vanguard Russell 1000 Growth ET	Buy	+133,509+5057.2%	$14.54K	136,149
Q3 2016Sep 30, 2016	MUB iShares National Muni Bond ETF	iShares National Muni Bond ETF	Buy	+104,851+4854.2%	$12.06K	107,011
Q3 2016Sep 30, 2016	ATI ATI Inc.	ATI Inc.	Buy - Position Entry	+72,926	$1.32K	72,926
Q3 2016Sep 30, 2016	SCHC Schwab International Small-Cap	Schwab International Small-Cap	Buy	+52,997+277.0%	$2.23K	72,128
Q3 2016Sep 30, 2016	SCHR Schwab Intermediate-Term U.S. T	Schwab Intermediate-Term U.S. T	Buy - Position Entry	+47,044	$2.61K	47,044
Q3 2016Sep 30, 2016	GII SPDR S&P Global Infrastructure	SPDR S&P Global Infrastructure	Buy	+42,412+36.3%	$7.64K	159,182
Q3 2016Sep 30, 2016	MS Morgan Stanley	Morgan Stanley	Buy - Position Entry	+41,658	$1.34K	41,658
Q3 2016Sep 30, 2016	AGGY WisdomTree Yield Enhanced U.S.	WisdomTree Yield Enhanced U.S.	Buy - Position Entry	+36,464	$1.90K	36,464
Q3 2016Sep 30, 2016	SHM SPDR Nuveen Bloomberg Short Ter	SPDR Nuveen Bloomberg Short Ter	Buy - Position Entry	+35,561	$1.74K	35,561
Q3 2016Sep 30, 2016	VTEB Vanguard Tax-Exempt Bond ETF	Vanguard Tax-Exempt Bond ETF	Buy - Position Entry	+33,238	$1.74K	33,238

Page 673 of 733 • 21977 total trades

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