- 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
Q2 2016Jun 30, 2016	EPD Enterprise Products Partners L.	Enterprise Products Partners L.	Buy	+46,125+5816.5%	$1.37K	46,918
Q2 2016Jun 30, 2016	TSN Tyson Foods, Inc.	Tyson Foods, Inc.	Buy	+45,921+1460.6%	$3.28K	49,065
Q2 2016Jun 30, 2016	VLY Valley National Bancorp	Valley National Bancorp	Buy	+41,896+10370.3%	$386.00	42,300
Q2 2016Jun 30, 2016	GILD Gilead Sciences, Inc.	Gilead Sciences, Inc.	Buy	+40,233+1097.8%	$3.66K	43,898
Q2 2016Jun 30, 2016	AFL AFLAC Incorporated	AFLAC Incorporated	Buy	+38,691+1634.6%	$2.96K	41,058
Q2 2016Jun 30, 2016	DRI Darden Restaurants, Inc.	Darden Restaurants, Inc.	Buy - Position Entry	+38,566	$2.44K	38,566
Q2 2016Jun 30, 2016	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+38,098+1691.7%	$2.06K	40,350
Q2 2016Jun 30, 2016	IEFA iShares Core MSCI EAFE ETF	iShares Core MSCI EAFE ETF	Buy	+37,799+1795.7%	$2.07K	39,904
Q2 2016Jun 30, 2016	SAN Banco Santander, S.A. Sponsored	Banco Santander, S.A. Sponsored	Buy - Position Entry	+37,556	$147.00	37,556
Q2 2016Jun 30, 2016	EFA iShares MSCI EAFE ETF	iShares MSCI EAFE ETF	Buy	+37,352+3507.2%	$2.14K	38,417
Q2 2016Jun 30, 2016	MTUS Metallus Inc.	Metallus Inc.	Buy	+35,883+10873.6%	$348.00	36,213
Q2 2016Jun 30, 2016	VLO Valero Energy Corporation	Valero Energy Corporation	Buy	+34,053+1699.3%	$1.84K	36,057
Q2 2016Jun 30, 2016	SCHO Schwab Short-Term U.S. Treasury	Schwab Short-Term U.S. Treasury	Buy	+33,611+3751.2%	$1.76K	34,507
Q2 2016Jun 30, 2016	EFV iShares MSCI EAFE Value ETF	iShares MSCI EAFE Value ETF	Buy	+32,693+2138.2%	$1.47K	34,222
Q2 2016Jun 30, 2016	PSEC Prospect Capital Corporation	Prospect Capital Corporation	Buy - Position Entry	+32,680	$256.00	32,680
Q2 2016Jun 30, 2016	SCHA Schwab U.S. Small-Cap ETF	Schwab U.S. Small-Cap ETF	Buy	+32,417+1860.9%	$1.85K	34,159
Q2 2016Jun 30, 2016	NWBI Northwest Bancshares, Inc.	Northwest Bancshares, Inc.	Buy	+32,188+7485.6%	$484.00	32,618
Q2 2016Jun 30, 2016	ALK Alaska Air Group, Inc.	Alaska Air Group, Inc.	Buy	+31,397+1244.9%	$1.98K	33,919
Q2 2016Jun 30, 2016	BAC Bank of America Corporation	Bank of America Corporation	Buy	+30,961+7319.4%	$416.00	31,384
Q2 2016Jun 30, 2016	PFF iShares Preferred and Income Se	iShares Preferred and Income Se	Buy	+30,424+3489.0%	$1.25K	31,296
Q2 2016Jun 30, 2016	T AT&T Inc.	AT&T Inc.	Buy	+27,255+2493.6%	$1.23K	28,348
Q2 2016Jun 30, 2016	PFE Pfizer, Inc.	Pfizer, Inc.	Buy	+26,591+3374.5%	$964.00	27,379
Q2 2016Jun 30, 2016	CAH Cardinal Health, Inc.	Cardinal Health, Inc.	Buy	+26,088+1286.4%	$2.19K	28,116
Q2 2016Jun 30, 2016	FFBC First Financial Bancorp.	First Financial Bancorp.	Buy	+25,944+4960.6%	$515.00	26,467
Q2 2016Jun 30, 2016	VWO Vanguard FTSE Emerging Markets	Vanguard FTSE Emerging Markets	Buy	+24,275+3053.5%	$883.00	25,070
Q2 2016Jun 30, 2016	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Buy	+23,516+1466.1%	$2.13K	25,120
Q2 2016Jun 30, 2016	IBM International Business Machines	International Business Machines	Buy	+23,400+2040.1%	$3.73K	24,547
Q2 2016Jun 30, 2016	GLD SPDR Gold Trust	SPDR Gold Trust	Buy	+22,682+766.3%	$3.24K	25,642
Q2 2016Jun 30, 2016	F Ford Motor Company	Ford Motor Company	Buy	+22,677+8493.3%	$288.00	22,944
Q2 2016Jun 30, 2016	GFI Gold Fields Limited	Gold Fields Limited	Buy - Position Entry	+22,595	$111.00	22,595

Page 681 of 733 • 21977 total trades

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