- 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	SCHZ Schwab US Aggregate Bond ETF	Schwab US Aggregate Bond ETF	Sell	-39,010-18.7%	$9.12K	169,864
Q3 2016Sep 30, 2016	IWD iShares Russell 1000 Value ETF	iShares Russell 1000 Value ETF	Sell	-59,384-70.1%	$2.57K	25,345
Q3 2016Sep 30, 2016	SCHE Schwab Emerging Markets Equity	Schwab Emerging Markets Equity	Sell	-95,242-60.9%	$1.41K	61,267
Q3 2016Sep 30, 2016	SCHV Schwab U.S. Large-Cap Value ETF	Schwab U.S. Large-Cap Value ETF	Sell	-174,741-73.8%	$2.83K	62,060
Q3 2016Sep 30, 2016	SCHF Schwab International Equity ETF	Schwab International Equity ETF	Sell	-183,391-76.8%	$1.59K	55,292
Q3 2016Sep 30, 2016	QAI NYLI Hedge Multi-Strategy Track	NYLI Hedge Multi-Strategy Track	Sell	-216,797-82.9%	$1.31K	44,829
Q3 2016Sep 30, 2016	HBAN Huntington Bancshares Incorpora	Huntington Bancshares Incorpora	Sell	-255,868-92.5%	$203.00	20,605
Q3 2016Sep 30, 2016	FNDF Schwab Fundamental Internationa	Schwab Fundamental Internationa	Sell	-304,629-81.0%	$1.81K	71,685
Q2 2016Jun 30, 2016	RWO SPDR DJ Wilshire Global Real Es	SPDR DJ Wilshire Global Real Es	Buy	+613,708+1928.9%	$32.51K	645,524
Q2 2016Jun 30, 2016	FNDF Schwab Fundamental Internationa	Schwab Fundamental Internationa	Buy	+367,369+4107.0%	$8.93K	376,314
Q2 2016Jun 30, 2016	HBAN Huntington Bancshares Incorpora	Huntington Bancshares Incorpora	Buy	+273,846+10424.3%	$2.47K	276,473
Q2 2016Jun 30, 2016	QAI NYLI Hedge Multi-Strategy Track	NYLI Hedge Multi-Strategy Track	Buy	+254,249+3446.5%	$7.63K	261,626
Q2 2016Jun 30, 2016	SCHF Schwab International Equity ETF	Schwab International Equity ETF	Buy	+232,147+3551.8%	$6.47K	238,683
Q2 2016Jun 30, 2016	SCHV Schwab U.S. Large-Cap Value ETF	Schwab U.S. Large-Cap Value ETF	Buy	+226,378+2171.9%	$10.61K	236,801
Q2 2016Jun 30, 2016	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Buy	+204,421+3877.5%	$6.02K	209,693
Q2 2016Jun 30, 2016	SCHZ Schwab US Aggregate Bond ETF	Schwab US Aggregate Bond ETF	Buy	+197,887+1801.1%	$11.22K	208,874
Q2 2016Jun 30, 2016	AAPL Apple Inc.	Apple Inc.	Buy	+171,566+836.8%	$18.36K	192,068
Q2 2016Jun 30, 2016	NKE Nike, Inc.	Nike, Inc.	Buy	+163,613+1527.4%	$9.62K	174,325
Q2 2016Jun 30, 2016	SCHE Schwab Emerging Markets Equity	Schwab Emerging Markets Equity	Buy	+153,208+4641.3%	$3.33K	156,509
Q2 2016Jun 30, 2016	INTC Intel Corporation	Intel Corporation	Buy	+139,644+2496.8%	$4.76K	145,237
Q2 2016Jun 30, 2016	GII SPDR S&P Global Infrastructure	SPDR S&P Global Infrastructure	Buy	+112,055+2376.6%	$5.45K	116,770
Q2 2016Jun 30, 2016	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Buy	+96,189+2398.1%	$3.55K	100,200
Q2 2016Jun 30, 2016	IWD iShares Russell 1000 Value ETF	iShares Russell 1000 Value ETF	Buy	+77,347+1047.8%	$8.75K	84,729
Q2 2016Jun 30, 2016	YUM Yum! Brands, Inc.	Yum! Brands, Inc.	Buy - Position Entry	+77,030	$6.39K	77,030
Q2 2016Jun 30, 2016	NVG Nuveen AMT-Free Municipal Credi	Nuveen AMT-Free Municipal Credi	Buy - Position Entry	+73,355	$1.19K	73,355
Q2 2016Jun 30, 2016	PEP Pepsico, Inc.	Pepsico, Inc.	Buy	+72,964+6889.9%	$7.84K	74,023
Q2 2016Jun 30, 2016	ORCL Oracle Corporation	Oracle Corporation	Buy	+71,657+2637.4%	$3.04K	74,374
Q2 2016Jun 30, 2016	INTU Intuit Inc.	Intuit Inc.	Buy	+69,307+861.5%	$8.63K	77,352
Q2 2016Jun 30, 2016	WMT Walmart Inc.	Walmart Inc.	Buy	+63,380+1571.1%	$4.92K	67,414
Q2 2016Jun 30, 2016	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy	+46,888+1830.1%	$3.07K	49,450

Page 680 of 733 • 21977 total trades

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