- 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	IJR iShares Core S&P Small-Cap ETF	iShares Core S&P Small-Cap ETF	Sell	-4,544-58.7%	$396.00	3,191
Q3 2016Sep 30, 2016	UPS United Parcel Service, Inc.	United Parcel Service, Inc.	Sell	-4,578-43.9%	$640.00	5,854
Q3 2016Sep 30, 2016	SAN Banco Santander, S.A. Sponsored	Banco Santander, S.A. Sponsored	Sell	-4,694-12.5%	$145.00	32,862
Q3 2016Sep 30, 2016	VEU Vanguard FTSE All World Ex US E	Vanguard FTSE All World Ex US E	Sell	-4,927-30.0%	$522.00	11,484
Q3 2016Sep 30, 2016	FAST Fastenal Company	Fastenal Company	Sell - Position Exit	-5,052-100.0%	$0.00	-
Q3 2016Sep 30, 2016	PSEC Prospect Capital Corporation	Prospect Capital Corporation	Sell	-5,200-15.9%	$223.00	27,480
Q3 2016Sep 30, 2016	PFF iShares Preferred and Income Se	iShares Preferred and Income Se	Sell	-5,212-16.7%	$1.03K	26,084
Q3 2016Sep 30, 2016	IEMG iShares Core MSCI Emerging Mark	iShares Core MSCI Emerging Mark	Sell	-5,740-38.7%	$415.00	9,102
Q3 2016Sep 30, 2016	MBB iShares MBS ETF	iShares MBS ETF	Sell - Position Exit	-5,777-100.0%	$0.00	-
Q3 2016Sep 30, 2016	NVG Nuveen AMT-Free Municipal Credi	Nuveen AMT-Free Municipal Credi	Sell	-6,257-8.5%	$1.08K	67,098
Q3 2016Sep 30, 2016	SPSB SPDR Portfolio Short Term Corpo	SPDR Portfolio Short Term Corpo	Sell - Position Exit	-6,535-100.0%	$0.00	-
Q3 2016Sep 30, 2016	RWX SPDR DJ Wilshire Intl Real Esta	SPDR DJ Wilshire Intl Real Esta	Sell - Position Exit	-6,553-100.0%	$0.00	-
Q3 2016Sep 30, 2016	T AT&T Inc.	AT&T Inc.	Sell	-6,660-23.5%	$881.00	21,688
Q3 2016Sep 30, 2016	EFV iShares MSCI EAFE Value ETF	iShares MSCI EAFE Value ETF	Sell	-7,301-21.3%	$1.24K	26,921
Q3 2016Sep 30, 2016	IDV iShares International Select Di	iShares International Select Di	Sell - Position Exit	-7,836-100.0%	$0.00	-
Q3 2016Sep 30, 2016	MPLX MPLX LP	MPLX LP	Sell - Position Exit	-9,021-100.0%	$0.00	-
Q3 2016Sep 30, 2016	TDTT FlexShares iBoxx 3 Year Target	FlexShares iBoxx 3 Year Target	Sell - Position Exit	-9,402-100.0%	$0.00	-
Q3 2016Sep 30, 2016	VWO Vanguard FTSE Emerging Markets	Vanguard FTSE Emerging Markets	Sell	-10,142-40.5%	$562.00	14,928
Q3 2016Sep 30, 2016	IBND SPDR Bloomberg International Co	SPDR Bloomberg International Co	Sell - Position Exit	-11,314-100.0%	$0.00	-
Q3 2016Sep 30, 2016	IVW iShares S&P 500 Growth ETF	iShares S&P 500 Growth ETF	Sell	-11,421-71.5%	$555.00	4,558
Q3 2016Sep 30, 2016	PAA Plains All American Pipeline, L	Plains All American Pipeline, L	Sell	-12,027-62.8%	$223.00	7,115
Q3 2016Sep 30, 2016	FMNB Farmers National Banc Corp.	Farmers National Banc Corp.	Sell - Position Exit	-14,219-100.0%	$0.00	-
Q3 2016Sep 30, 2016	EFA iShares MSCI EAFE ETF	iShares MSCI EAFE ETF	Sell	-14,559-37.9%	$1.41K	23,858
Q3 2016Sep 30, 2016	EPD Enterprise Products Partners L.	Enterprise Products Partners L.	Sell	-14,686-31.3%	$891.00	32,232
Q3 2016Sep 30, 2016	IEFA iShares Core MSCI EAFE ETF	iShares Core MSCI EAFE ETF	Sell	-18,216-45.6%	$1.20K	21,688
Q3 2016Sep 30, 2016	INTC Intel Corporation	Intel Corporation	Sell	-18,632-12.8%	$4.78K	126,605
Q3 2016Sep 30, 2016	VPU Vanguard Utilities ETF	Vanguard Utilities ETF	Sell - Position Exit	-20,632-100.0%	$0.00	-
Q3 2016Sep 30, 2016	VAW Vanguard Materials ETF	Vanguard Materials ETF	Sell - Position Exit	-21,079-100.0%	$0.00	-
Q3 2016Sep 30, 2016	WMT Walmart Inc.	Walmart Inc.	Sell	-21,544-32.0%	$3.31K	45,870
Q3 2016Sep 30, 2016	FFBC First Financial Bancorp.	First Financial Bancorp.	Sell - Position Exit	-26,467-100.0%	$0.00	-

Page 679 of 733 • 21977 total trades

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