- 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	IVV iShares Core S&P 500 ETF	iShares Core S&P 500 ETF	Buy	+11,813+400.0%	$3.11K	14,766
Q2 2016Jun 30, 2016	JNJ Johnson & Johnson	Johnson & Johnson	Buy	+11,582+797.7%	$1.58K	13,034
Q2 2016Jun 30, 2016	KO Coca-Cola Company (The)	Coca-Cola Company (The)	Buy	+11,449+2258.2%	$542.00	11,956
Q2 2016Jun 30, 2016	IBND SPDR Bloomberg International Co	SPDR Bloomberg International Co	Buy - Position Entry	+11,314	$368.00	11,314
Q2 2016Jun 30, 2016	EFAV iShares MSCI EAFE Min Vol Facto	iShares MSCI EAFE Min Vol Facto	Buy - Position Entry	+11,022	$732.00	11,022
Q2 2016Jun 30, 2016	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Buy	+10,994+666.3%	$1.61K	12,644
Q2 2016Jun 30, 2016	IJH iShares Core S&P Mid-Cap ETF	iShares Core S&P Mid-Cap ETF	Buy	+10,480+556.3%	$1.85K	12,364
Q2 2016Jun 30, 2016	AEM Agnico Eagle Mines Limited	Agnico Eagle Mines Limited	Buy - Position Entry	+10,420	$557.00	10,420
Q2 2016Jun 30, 2016	SDY SPDR S&P Dividend ETF	SPDR S&P Dividend ETF	Buy	+10,033+1187.3%	$913.00	10,878
Q2 2016Jun 30, 2016	BP BP p.l.c.	BP p.l.c.	Buy	+9,901+2946.7%	$364.00	10,237
Q2 2016Jun 30, 2016	VZ Verizon Communications Inc.	Verizon Communications Inc.	Buy	+9,793+1643.1%	$580.00	10,389
Q2 2016Jun 30, 2016	BANR Banner Corporation	Banner Corporation	Buy	+9,431+2278.0%	$419.00	9,845
Q2 2016Jun 30, 2016	UPS United Parcel Service, Inc.	United Parcel Service, Inc.	Buy	+9,347+861.5%	$1.12K	10,432
Q2 2016Jun 30, 2016	IVE iShares S&P 500 Value ETF	iShares S&P 500 Value ETF	Buy	+9,309+1051.9%	$947.00	10,194
Q2 2016Jun 30, 2016	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Buy	+9,291+2358.1%	$1.09K	9,685
Q2 2016Jun 30, 2016	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+9,267+1950.9%	$953.00	9,742
Q2 2016Jun 30, 2016	EXC Exelon Corporation	Exelon Corporation	Buy	+9,031+3626.9%	$337.00	9,280
Q2 2016Jun 30, 2016	MPLX MPLX LP	MPLX LP	Buy - Position Entry	+9,021	$303.00	9,021
Q2 2016Jun 30, 2016	SJM The J.M. Smucker Company	The J.M. Smucker Company	Buy	+8,896+674.5%	$1.56K	10,215
Q2 2016Jun 30, 2016	TDTT FlexShares iBoxx 3 Year Target	FlexShares iBoxx 3 Year Target	Buy	+8,813+1496.3%	$234.00	9,402
Q2 2016Jun 30, 2016	AXP American Express Company	American Express Company	Buy - Position Entry	+8,057	$490.00	8,057
Q2 2016Jun 30, 2016	USB U.S. Bancorp	U.S. Bancorp	Buy	+7,852+2066.3%	$332.00	8,232
Q2 2016Jun 30, 2016	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+7,698+992.0%	$968.00	8,474
Q2 2016Jun 30, 2016	IDV iShares International Select Di	iShares International Select Di	Buy	+7,609+3352.0%	$224.00	7,836
Q2 2016Jun 30, 2016	SLB Schlumberger N.V.	Schlumberger N.V.	Buy	+7,507+2288.7%	$620.00	7,835
Q2 2016Jun 30, 2016	VFC V.F. Corporation	V.F. Corporation	Buy - Position Entry	+7,416	$456.00	7,416
Q2 2016Jun 30, 2016	AMGN Amgen Inc.	Amgen Inc.	Buy	+7,321+829.1%	$1.25K	8,204
Q2 2016Jun 30, 2016	IJR iShares Core S&P Small-Cap ETF	iShares Core S&P Small-Cap ETF	Buy	+7,082+1084.5%	$899.00	7,735
Q2 2016Jun 30, 2016	SNY Sanofi	Sanofi	Buy - Position Entry	+7,066	$296.00	7,066
Q2 2016Jun 30, 2016	PNC PNC Financial Services Group, I	PNC Financial Services Group, I	Buy	+6,738+1030.3%	$602.00	7,392

Page 683 of 733 • 21977 total trades

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