- 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	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Buy	+22,532+3687.7%	$607.00	23,143
Q2 2016Jun 30, 2016	MRK Merck & Company, Inc.	Merck & Company, Inc.	Buy	+21,302+2523.9%	$1.28K	22,146
Q2 2016Jun 30, 2016	VAW Vanguard Materials ETF	Vanguard Materials ETF	Buy - Position Entry	+21,079	$2.16K	21,079
Q2 2016Jun 30, 2016	VPU Vanguard Utilities ETF	Vanguard Utilities ETF	Buy - Position Entry	+20,632	$2.36K	20,632
Q2 2016Jun 30, 2016	VOD Vodafone Group Plc	Vodafone Group Plc	Buy	+20,102+3050.4%	$641.00	20,761
Q2 2016Jun 30, 2016	WFC Wells Fargo & Company	Wells Fargo & Company	Buy	+20,034+2632.6%	$984.00	20,795
Q2 2016Jun 30, 2016	HTGC Hercules Capital, Inc.	Hercules Capital, Inc.	Buy - Position Entry	+19,629	$244.00	19,629
Q2 2016Jun 30, 2016	ORAN		Buy - Position Entry	+19,565	$321.00	19,565
Q2 2016Jun 30, 2016	PAA Plains All American Pipeline, L	Plains All American Pipeline, L	Buy - Position Entry	+19,142	$526.00	19,142
Q2 2016Jun 30, 2016	SCHC Schwab International Small-Cap	Schwab International Small-Cap	Buy	+18,491+2889.2%	$551.00	19,131
Q2 2016Jun 30, 2016	OLN Olin Corporation	Olin Corporation	Buy	+18,177+5223.3%	$460.00	18,525
Q2 2016Jun 30, 2016	DJP iPath Bloomberg Commodity Index	iPath Bloomberg Commodity Index	Buy	+17,823+4546.7%	$450.00	18,215
Q2 2016Jun 30, 2016	ARCC Ares Capital Corporation	Ares Capital Corporation	Buy - Position Entry	+17,379	$247.00	17,379
Q2 2016Jun 30, 2016	STWD STARWOOD PROPERTY TRUST, INC. S	STARWOOD PROPERTY TRUST, INC. S	Buy - Position Entry	+17,023	$353.00	17,023
Q2 2016Jun 30, 2016	WU Western Union Company (The)	Western Union Company (The)	Buy - Position Entry	+16,368	$314.00	16,368
Q2 2016Jun 30, 2016	QCOM QUALCOMM Incorporated	QUALCOMM Incorporated	Buy	+15,694+1824.9%	$887.00	16,554
Q2 2016Jun 30, 2016	VEU Vanguard FTSE All World Ex US E	Vanguard FTSE All World Ex US E	Buy	+15,512+1725.5%	$703.00	16,411
Q2 2016Jun 30, 2016	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Buy	+15,394+1022.2%	$1.58K	16,900
Q2 2016Jun 30, 2016	IVW iShares S&P 500 Growth ETF	iShares S&P 500 Growth ETF	Buy	+15,260+2122.4%	$1.86K	15,979
Q2 2016Jun 30, 2016	SPY SPDR S&P 500	SPDR S&P 500	Buy	+15,050+819.7%	$3.54K	16,886
Q2 2016Jun 30, 2016	BBVA Banco Bilbao Vizcaya Argentaria	Banco Bilbao Vizcaya Argentaria	Buy	+14,854+15635.8%	$86.00	14,949
Q2 2016Jun 30, 2016	SBUX Starbucks Corporation	Starbucks Corporation	Buy	+14,734+1552.6%	$896.00	15,683
Q2 2016Jun 30, 2016	EBAY eBay Inc.	eBay Inc.	Buy	+14,352+5035.8%	$343.00	14,637
Q2 2016Jun 30, 2016	IEMG iShares Core MSCI Emerging Mark	iShares Core MSCI Emerging Mark	Buy	+14,224+2301.6%	$621.00	14,842
Q2 2016Jun 30, 2016	FMNB Farmers National Banc Corp.	Farmers National Banc Corp.	Buy	+14,093+11184.9%	$125.00	14,219
Q2 2016Jun 30, 2016	ITUB Itau Unibanco Banco Holding SA	Itau Unibanco Banco Holding SA	Buy	+13,333+11494.0%	$127.00	13,449
Q2 2016Jun 30, 2016	COP ConocoPhillips	ConocoPhillips	Buy	+13,227+2391.9%	$601.00	13,780
Q2 2016Jun 30, 2016	SLRC SLR Investment Corp.	SLR Investment Corp.	Buy - Position Entry	+13,126	$250.00	13,126
Q2 2016Jun 30, 2016	SIRI SiriusXM Holdings Inc	SiriusXM Holdings Inc	Buy	+12,583+26772.3%	$50.00	12,630
Q2 2016Jun 30, 2016	XLU SPDR Select Sector Fund - Utili	SPDR Select Sector Fund - Utili	Buy	+12,374+1306.7%	$699.00	13,321

Page 682 of 733 • 21977 total trades

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