- 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	AFL AFLAC Incorporated	AFLAC Incorporated	Buy	+1,406+3.4%	$3.05K	42,464
Q3 2016Sep 30, 2016	ALK Alaska Air Group, Inc.	Alaska Air Group, Inc.	Buy	+1,294+3.8%	$2.32K	35,213
Q3 2016Sep 30, 2016	F Ford Motor Company	Ford Motor Company	Buy	+1,159+5.1%	$291.00	24,103
Q3 2016Sep 30, 2016	DRI Darden Restaurants, Inc.	Darden Restaurants, Inc.	Buy	+1,079+2.8%	$2.43K	39,645
Q3 2016Sep 30, 2016	IBM International Business Machines	International Business Machines	Buy	+847+3.5%	$4.03K	25,394
Q3 2016Sep 30, 2016	USMV iShares MSCI USA Min Vol Factor	iShares MSCI USA Min Vol Factor	Buy	+809+12.4%	$333.00	7,321
Q3 2016Sep 30, 2016	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+804+8.3%	$979.00	10,546
Q3 2016Sep 30, 2016	SCHG Schwab U.S. Large-Cap Growth ET	Schwab U.S. Large-Cap Growth ET	Buy	+743+18.8%	$261.00	4,698
Q3 2016Sep 30, 2016	VONV Vanguard Russell 1000 Value ETF	Vanguard Russell 1000 Value ETF	Buy	+624+12.2%	$530.00	5,733
Q3 2016Sep 30, 2016	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Buy	+616+13.1%	$974.00	5,326
Q3 2016Sep 30, 2016	CAH Cardinal Health, Inc.	Cardinal Health, Inc.	Buy	+593+2.1%	$2.23K	28,709
Q3 2016Sep 30, 2016	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+530+6.3%	$1.16K	9,004
Q3 2016Sep 30, 2016	CVX Chevron Corporation	Chevron Corporation	Buy	+521+8.2%	$712.00	6,913
Q3 2016Sep 30, 2016	ORCL Oracle Corporation	Oracle Corporation	Buy	+309+0.4%	$2.93K	74,683
Q3 2016Sep 30, 2016	ITUB Itau Unibanco Banco Holding SA	Itau Unibanco Banco Holding SA	Buy	+254+1.9%	$150.00	13,703
Q3 2016Sep 30, 2016	IVV iShares Core S&P 500 ETF	iShares Core S&P 500 ETF	Buy	+242+1.6%	$3.27K	15,008
Q3 2016Sep 30, 2016	PSX Phillips 66	Phillips 66	Buy	+227+4.4%	$429.00	5,329
Q3 2016Sep 30, 2016	BBVA Banco Bilbao Vizcaya Argentaria	Banco Bilbao Vizcaya Argentaria	Buy	+206+1.4%	$90.00	15,155
Q3 2016Sep 30, 2016	VNQ Vanguard Real Estate ETF	Vanguard Real Estate ETF	Buy	+185+4.5%	$376.00	4,330
Q3 2016Sep 30, 2016	ILCG iShares Morningstar Large-Cap G	iShares Morningstar Large-Cap G	Buy	+172+7.1%	$315.00	2,586
Q3 2016Sep 30, 2016	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Buy	+132+10.0%	$260.00	1,446
Q3 2016Sep 30, 2016	TRV The Travelers Companies, Inc.	The Travelers Companies, Inc.	Buy	+131+6.3%	$253.00	2,207
Q3 2016Sep 30, 2016	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+127+3.9%	$214.00	3,394
Q3 2016Sep 30, 2016	SAP SAP SE	SAP SE	Buy	+87+2.3%	$351.00	3,840
Q3 2016Sep 30, 2016	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+64+1.7%	$336.00	3,811
Q3 2016Sep 30, 2016	VBR Vanguard Small-Cap Value ETF	Vanguard Small-Cap Value ETF	Buy	+64+1.7%	$432.00	3,907
Q3 2016Sep 30, 2016	IWF iShares Russell 1000 Growth ETF	iShares Russell 1000 Growth ETF	Buy	+63+1.3%	$501.00	4,813
Q3 2016Sep 30, 2016	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+50+1.8%	$281.00	2,765
Q3 2016Sep 30, 2016	DJP iPath Bloomberg Commodity Index	iPath Bloomberg Commodity Index	Buy	+41+0.2%	$428.00	18,256
Q3 2016Sep 30, 2016	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+14+1.4%	$839.00	1,043

Page 675 of 733 • 21977 total trades

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