- 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
Q1 2025Mar 31, 2025	DRS Leonardo DRS, Inc.	Leonardo DRS, Inc.	Buy	+10+0.1%	$223.49K	6,797
Q1 2025Mar 31, 2025	CMS CMS Energy Corporation	CMS Energy Corporation	Buy	+8+0.1%	$782.26K	10,415
Q1 2025Mar 31, 2025	NSIT Insight Enterprises, Inc.	Insight Enterprises, Inc.	Buy	+8+0.5%	$239.24K	1,595
Q1 2025Mar 31, 2025	CMF iShares California Muni Bond ET	iShares California Muni Bond ET	Buy	+7+0.1%	$511.02K	9,080
Q1 2025Mar 31, 2025	FENI Fidelity Covington Trust Fideli	Fidelity Covington Trust Fideli	Buy	+7+0.0%	$420.07K	14,115
Q1 2025Mar 31, 2025	FDIF Fidelity Disruptors ETF	Fidelity Disruptors ETF	Buy	+7+0.1%	$248.27K	8,390
Q1 2025Mar 31, 2025	FRPH FRP Holdings, Inc.	FRP Holdings, Inc.	Buy	+6+0.1%	$263.53K	9,224
Q1 2025Mar 31, 2025	EGP EastGroup Properties, Inc.	EastGroup Properties, Inc.	Buy	+6+0.1%	$1.16M	6,580
Q1 2025Mar 31, 2025	DPZ Domino's Pizza Inc	Domino's Pizza Inc	Buy	+3+0.3%	$426.83K	929
Q1 2025Mar 31, 2025	GOVI Invesco Equal Weight 0-30 Year	Invesco Equal Weight 0-30 Year	Buy	+3+0.0%	$216.27K	7,774
Q1 2025Mar 31, 2025	RPV Invesco S&P 500 Pure Value ETF	Invesco S&P 500 Pure Value ETF	Buy	+1+0.0%	$206.03K	2,231
Q1 2025Mar 31, 2025	TCOM Trip.com Group Limited	Trip.com Group Limited	Buy	+1+0.0%	$810.39K	12,746
Q1 2025Mar 31, 2025	NOCT Innovator Growth-100 Power Buff	Innovator Growth-100 Power Buff	Sell	-1-0.0%	$281.48K	5,662
Q1 2025Mar 31, 2025	EVLV Evolv Technologies Holdings, In	Evolv Technologies Holdings, In	Sell	-1-0.0%	$33.18K	10,634
Q1 2025Mar 31, 2025	MOH Molina Healthcare Inc	Molina Healthcare Inc	Sell	-3-0.2%	$503.64K	1,529
Q1 2025Mar 31, 2025	GDDY GoDaddy Inc.	GoDaddy Inc.	Sell	-6-0.2%	$464.76K	2,580
Q1 2025Mar 31, 2025	TRN Trinity Industries, Inc.	Trinity Industries, Inc.	Sell	-6-0.1%	$247.74K	8,829
Q1 2025Mar 31, 2025	HLT Hilton Worldwide Holdings Inc.	Hilton Worldwide Holdings Inc.	Sell	-6-0.1%	$1.69M	7,411
Q1 2025Mar 31, 2025	TNL Travel Leisure Co.	Travel Leisure Co.	Sell	-6-0.1%	$376.48K	8,133
Q1 2025Mar 31, 2025	BIIB Biogen Inc.	Biogen Inc.	Sell	-9-0.3%	$412.85K	3,017
Q1 2025Mar 31, 2025	BANR Banner Corporation	Banner Corporation	Sell	-10-0.1%	$576.23K	9,036
Q1 2025Mar 31, 2025	NVR NVR, Inc.	NVR, Inc.	Sell	-10-21.3%	$268.04K	37
Q1 2025Mar 31, 2025	VRT Vertiv Holdings, LLC	Vertiv Holdings, LLC	Sell	-11-0.1%	$559.61K	7,751
Q1 2025Mar 31, 2025	HIG Hartford Financial Services Gro	Hartford Financial Services Gro	Sell	-14-0.1%	$1.68M	13,597
Q1 2025Mar 31, 2025	VBK Vanguard Small-Cap Growth ETF	Vanguard Small-Cap Growth ETF	Sell	-14-0.6%	$622.00K	2,470
Q1 2025Mar 31, 2025	AZO AutoZone, Inc.	AutoZone, Inc.	Sell	-15-2.9%	$1.91M	501
Q1 2025Mar 31, 2025	FCN FTI Consulting, Inc.	FTI Consulting, Inc.	Sell	-15-0.6%	$389.53K	2,374
Q1 2025Mar 31, 2025	ZBRA Zebra Technologies Corporation	Zebra Technologies Corporation	Sell	-16-0.9%	$509.74K	1,804
Q1 2025Mar 31, 2025	GIB CGI Inc.	CGI Inc.	Sell	-18-0.1%	$3.11M	31,191
Q1 2025Mar 31, 2025	UPST Upstart Holdings, Inc.	Upstart Holdings, Inc.	Sell	-19-0.3%	$272.50K	5,920

Page 68 of 733 • 21977 total trades

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