- 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
Q3 2016Sep 30, 2016	GOVT iShares U.S. Treasury Bond ETF	iShares U.S. Treasury Bond ETF	Buy - Position Entry	+28,841	$752.00	28,841
Q3 2016Sep 30, 2016	VGSH Vanguard Short-Term Treasury ET	Vanguard Short-Term Treasury ET	Buy - Position Entry	+28,590	$1.75K	28,590
Q3 2016Sep 30, 2016	VMBS Vanguard Mortgage-Backed Securi	Vanguard Mortgage-Backed Securi	Buy - Position Entry	+25,654	$1.38K	25,654
Q3 2016Sep 30, 2016	CORP Pimco Investment Grade Corporat	Pimco Investment Grade Corporat	Buy - Position Entry	+17,818	$1.90K	17,818
Q3 2016Sep 30, 2016	ACWI iShares MSCI ACWI ETF	iShares MSCI ACWI ETF	Buy - Position Entry	+17,244	$1.02K	17,244
Q3 2016Sep 30, 2016	SCHM Schwab U.S. Mid Cap ETF	Schwab U.S. Mid Cap ETF	Buy - Position Entry	+14,409	$627.00	14,409
Q3 2016Sep 30, 2016	TFI SPDR Nuveen Bloomberg Municipal	SPDR Nuveen Bloomberg Municipal	Buy - Position Entry	+14,299	$716.00	14,299
Q3 2016Sep 30, 2016	BSV Vanguard Short-Term Bond ETF	Vanguard Short-Term Bond ETF	Buy - Position Entry	+12,128	$980.00	12,128
Q3 2016Sep 30, 2016	VLO Valero Energy Corporation	Valero Energy Corporation	Buy	+10,471+29.0%	$2.47K	46,528
Q3 2016Sep 30, 2016	SCHA Schwab U.S. Small-Cap ETF	Schwab U.S. Small-Cap ETF	Buy	+9,938+29.1%	$2.54K	44,097
Q3 2016Sep 30, 2016	FM iShares Frontier and Select EM	iShares Frontier and Select EM	Buy - Position Entry	+8,037	$206.00	8,037
Q3 2016Sep 30, 2016	FMS Fresenius Medical Care AG	Fresenius Medical Care AG	Buy - Position Entry	+5,089	$223.00	5,089
Q3 2016Sep 30, 2016	UGI UGI Corporation	UGI Corporation	Buy - Position Entry	+4,909	$222.00	4,909
Q3 2016Sep 30, 2016	ITOT iShares Core S&P Total U.S. Sto	iShares Core S&P Total U.S. Sto	Buy - Position Entry	+4,681	$232.00	4,681
Q3 2016Sep 30, 2016	SO Southern Company (The)	Southern Company (The)	Buy	+4,588+112.2%	$445.00	8,677
Q3 2016Sep 30, 2016	JCI Johnson Controls International	Johnson Controls International	Buy - Position Entry	+4,587	$213.00	4,587
Q3 2016Sep 30, 2016	C Citigroup, Inc.	Citigroup, Inc.	Buy - Position Entry	+4,562	$215.00	4,562
Q3 2016Sep 30, 2016	GILD Gilead Sciences, Inc.	Gilead Sciences, Inc.	Buy	+4,112+9.4%	$3.80K	48,010
Q3 2016Sep 30, 2016	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy	+4,081+8.3%	$3.56K	53,531
Q3 2016Sep 30, 2016	TGT Target Corporation	Target Corporation	Buy - Position Entry	+3,847	$264.00	3,847
Q3 2016Sep 30, 2016	LQD iShares iBoxx $ Investment Grad	iShares iBoxx $ Investment Grad	Buy	+3,784+51.9%	$1.36K	11,074
Q3 2016Sep 30, 2016	VOD Vodafone Group Plc	Vodafone Group Plc	Buy	+3,666+17.7%	$712.00	24,427
Q3 2016Sep 30, 2016	CNI Canadian National Railway Compa	Canadian National Railway Compa	Buy - Position Entry	+3,404	$223.00	3,404
Q3 2016Sep 30, 2016	SJM The J.M. Smucker Company	The J.M. Smucker Company	Buy	+3,364+32.9%	$1.84K	13,579
Q3 2016Sep 30, 2016	NVDA NVIDIA Corporation	NVIDIA Corporation	Buy - Position Entry	+3,181	$218.00	3,181
Q3 2016Sep 30, 2016	SCZ iShares MSCI EAFE Small-Cap ETF	iShares MSCI EAFE Small-Cap ETF	Buy	+2,824+67.7%	$367.00	6,997
Q3 2016Sep 30, 2016	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Buy	+2,682+21.2%	$1.97K	15,326
Q3 2016Sep 30, 2016	EFAV iShares MSCI EAFE Min Vol Facto	iShares MSCI EAFE Min Vol Facto	Buy	+2,535+23.0%	$917.00	13,557
Q3 2016Sep 30, 2016	BAC Bank of America Corporation	Bank of America Corporation	Buy	+2,267+7.2%	$527.00	33,651
Q3 2016Sep 30, 2016	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Buy	+1,466+0.7%	$6.70K	211,159

Page 674 of 733 • 21977 total trades

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