- 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	HSIC Henry Schein, Inc.	Henry Schein, Inc.	Sell	-306-15.0%	$282.00	1,731
Q3 2016Sep 30, 2016	VYM Vanguard High Dividend Yield ET	Vanguard High Dividend Yield ET	Sell	-361-7.1%	$341.00	4,731
Q3 2016Sep 30, 2016	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-395-1.0%	$2.30K	39,955
Q3 2016Sep 30, 2016	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-422-30.5%	$749.00	963
Q3 2016Sep 30, 2016	VFC V.F. Corporation	V.F. Corporation	Sell	-443-6.0%	$391.00	6,973
Q3 2016Sep 30, 2016	SNY Sanofi	Sanofi	Sell	-511-7.2%	$250.00	6,555
Q3 2016Sep 30, 2016	EBAY eBay Inc.	eBay Inc.	Sell	-556-3.8%	$463.00	14,081
Q3 2016Sep 30, 2016	ACN Accenture plc	Accenture plc	Sell	-585-13.7%	$451.00	3,694
Q3 2016Sep 30, 2016	AXP American Express Company	American Express Company	Sell	-610-7.6%	$477.00	7,447
Q3 2016Sep 30, 2016	AMGN Amgen Inc.	Amgen Inc.	Sell	-730-8.9%	$1.25K	7,474
Q3 2016Sep 30, 2016	EEM iShares MSCI Emerging Index Fun	iShares MSCI Emerging Index Fun	Sell	-744-12.2%	$200.00	5,331
Q3 2016Sep 30, 2016	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell - Position Exit	-784-100.0%	$0.00	-
Q3 2016Sep 30, 2016	USB U.S. Bancorp	U.S. Bancorp	Sell	-789-9.6%	$319.00	7,443
Q3 2016Sep 30, 2016	SIRI SiriusXM Holdings Inc.	SiriusXM Holdings Inc.	Sell	-830-6.6%	$49.00	11,800
Q3 2016Sep 30, 2016	SBUX Starbucks Corporation	Starbucks Corporation	Sell	-858-5.5%	$803.00	14,825
Q3 2016Sep 30, 2016	ARCC Ares Capital Corporation	Ares Capital Corporation	Sell	-861-5.0%	$256.00	16,518
Q3 2016Sep 30, 2016	TSN Tyson Foods, Inc.	Tyson Foods, Inc.	Sell	-949-1.9%	$3.59K	48,116
Q3 2016Sep 30, 2016	IEI iShares 3-7 Year Treasury Bond	iShares 3-7 Year Treasury Bond	Sell	-1,020-35.7%	$232.00	1,837
Q3 2016Sep 30, 2016	EXC Exelon Corporation	Exelon Corporation	Sell	-1,050-11.3%	$274.00	8,230
Q3 2016Sep 30, 2016	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Sell	-1,085-15.3%	$323.00	5,998
Q3 2016Sep 30, 2016	MCK McKesson Corporation	McKesson Corporation	Sell - Position Exit	-1,152-100.0%	$0.00	-
Q3 2016Sep 30, 2016	QCOM QUALCOMM Incorporated	QUALCOMM Incorporated	Sell	-1,307-7.9%	$1.04K	15,247
Q3 2016Sep 30, 2016	PEP Pepsico, Inc.	Pepsico, Inc.	Sell	-1,314-1.8%	$7.91K	72,709
Q3 2016Sep 30, 2016	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-1,357-5.0%	$881.00	26,022
Q3 2016Sep 30, 2016	MRK Merck & Company, Inc.	Merck & Company, Inc.	Sell	-1,430-6.5%	$1.29K	20,716
Q3 2016Sep 30, 2016	SDY SPDR S&P Dividend ETF	SPDR S&P Dividend ETF	Sell	-1,459-13.4%	$795.00	9,419
Q3 2016Sep 30, 2016	IMCG iShares Morningstar Mid-Cap Gro	iShares Morningstar Mid-Cap Gro	Sell	-1,475-35.0%	$447.00	2,743
Q3 2016Sep 30, 2016	WU Western Union Company (The)	Western Union Company (The)	Sell	-1,517-9.3%	$309.00	14,851
Q3 2016Sep 30, 2016	KMB Kimberly-Clark Corporation	Kimberly-Clark Corporation	Sell - Position Exit	-1,527-100.0%	$0.00	-
Q3 2016Sep 30, 2016	MDY SPDR S&P MidCap 400 ETF Trust	SPDR S&P MidCap 400 ETF Trust	Sell - Position Exit	-1,536-100.0%	$0.00	-

Page 677 of 733 • 21977 total trades

«‹

675 676 677 678 679

›»