- 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	SLRC SLR Investment Corp.	SLR Investment Corp.	Sell	-1,772-13.5%	$233.00	11,354
Q3 2016Sep 30, 2016	STWD STARWOOD PROPERTY TRUST, INC. S	STARWOOD PROPERTY TRUST, INC. S	Sell	-1,866-11.0%	$341.00	15,157
Q3 2016Sep 30, 2016	COP ConocoPhillips	ConocoPhillips	Sell	-1,929-14.0%	$515.00	11,851
Q3 2016Sep 30, 2016	UHS Universal Health Services, Inc.	Universal Health Services, Inc.	Sell - Position Exit	-2,015-100.0%	$0.00	-
Q3 2016Sep 30, 2016	NWBI Northwest Bancshares, Inc.	Northwest Bancshares, Inc.	Sell	-2,275-7.0%	$477.00	30,343
Q3 2016Sep 30, 2016	HTGC Hercules Capital, Inc.	Hercules Capital, Inc.	Sell	-2,312-11.8%	$235.00	17,317
Q3 2016Sep 30, 2016	IJH iShares Core S&P Mid-Cap ETF	iShares Core S&P Mid-Cap ETF	Sell	-2,454-19.8%	$1.53K	9,910
Q3 2016Sep 30, 2016	WFC Wells Fargo & Company	Wells Fargo & Company	Sell	-2,545-12.2%	$808.00	18,250
Q3 2016Sep 30, 2016	LLY Eli Lilly and Company	Eli Lilly and Company	Sell - Position Exit	-2,554-100.0%	$0.00	-
Q3 2016Sep 30, 2016	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Sell	-2,576-10.3%	$2.02K	22,544
Q3 2016Sep 30, 2016	ORAN		Sell	-2,588-13.2%	$265.00	16,977
Q3 2016Sep 30, 2016	AAPL Apple Inc.	Apple Inc.	Sell	-2,687-1.4%	$21.41K	189,381
Q3 2016Sep 30, 2016	BANR Banner Corporation	Banner Corporation	Sell	-2,703-27.5%	$312.00	7,142
Q3 2016Sep 30, 2016	KO Coca-Cola Company (The)	Coca-Cola Company (The)	Sell	-2,923-24.4%	$382.00	9,033
Q3 2016Sep 30, 2016	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Sell	-2,982-17.6%	$1.22K	13,918
Q3 2016Sep 30, 2016	LOW Lowe's Companies, Inc.	Lowe's Companies, Inc.	Sell - Position Exit	-2,984-100.0%	$0.00	-
Q3 2016Sep 30, 2016	NKE Nike, Inc.	Nike, Inc.	Sell	-3,078-1.8%	$9.02K	171,247
Q3 2016Sep 30, 2016	IWM iShares Russell 2000 ETF	iShares Russell 2000 ETF	Sell	-3,135-59.6%	$264.00	2,129
Q3 2016Sep 30, 2016	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Sell	-3,142-13.6%	$612.00	20,001
Q3 2016Sep 30, 2016	RWR SPDR DJ Wilshire REIT ETF	SPDR DJ Wilshire REIT ETF	Sell - Position Exit	-3,170-100.0%	$0.00	-
Q3 2016Sep 30, 2016	SLB Schlumberger N.V.	Schlumberger N.V.	Sell	-3,261-41.6%	$360.00	4,574
Q3 2016Sep 30, 2016	CMCSA Comcast Corporation	Comcast Corporation	Sell - Position Exit	-3,493-100.0%	$0.00	-
Q3 2016Sep 30, 2016	IGIB iShares 5-10 Year Investment Gr	iShares 5-10 Year Investment Gr	Sell - Position Exit	-3,531-100.0%	$0.00	-
Q3 2016Sep 30, 2016	IGLB iShares 10 Year Investment Gra	iShares 10 Year Investment Gra	Sell - Position Exit	-3,533-100.0%	$0.00	-
Q3 2016Sep 30, 2016	HYG iShares iBoxx $ High Yield Corp	iShares iBoxx $ High Yield Corp	Sell - Position Exit	-3,714-100.0%	$0.00	-
Q3 2016Sep 30, 2016	BP BP p.l.c.	BP p.l.c.	Sell	-3,782-36.9%	$227.00	6,455
Q3 2016Sep 30, 2016	SCHO Schwab Short-Term U.S. Treasury	Schwab Short-Term U.S. Treasury	Sell	-4,043-11.7%	$1.55K	30,464
Q3 2016Sep 30, 2016	FBND Fidelity Total Bond ETF	Fidelity Total Bond ETF	Sell - Position Exit	-4,314-100.0%	$0.00	-
Q3 2016Sep 30, 2016	IVE iShares S&P 500 Value ETF	iShares S&P 500 Value ETF	Sell	-4,357-42.7%	$554.00	5,837
Q3 2016Sep 30, 2016	SPY SPDR S&P 500	SPDR S&P 500	Sell	-4,517-26.7%	$2.67K	12,369

Page 678 of 733 • 21977 total trades

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