- 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	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Buy	+6,645+1517.1%	$521.00	7,083
Q2 2016Jun 30, 2016	USMV iShares MSCI USA Min Vol Factor	iShares MSCI USA Min Vol Factor	Buy - Position Entry	+6,512	$301.00	6,512
Q2 2016Jun 30, 2016	PH Parker-Hannifin Corporation	Parker-Hannifin Corporation	Buy	+6,479+799.9%	$788.00	7,289
Q2 2016Jun 30, 2016	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+6,479+972.8%	$1.03K	7,145
Q2 2016Jun 30, 2016	FE FirstEnergy Corp.	FirstEnergy Corp.	Buy	+6,454+2907.2%	$233.00	6,676
Q2 2016Jun 30, 2016	RWX SPDR DJ Wilshire Intl Real Esta	SPDR DJ Wilshire Intl Real Esta	Buy	+6,352+3160.2%	$272.00	6,553
Q2 2016Jun 30, 2016	SPSB SPDR Portfolio Short Term Corpo	SPDR Portfolio Short Term Corpo	Buy	+6,259+2267.8%	$201.00	6,535
Q2 2016Jun 30, 2016	LQD iShares iBoxx $ Investment Grad	iShares iBoxx $ Investment Grad	Buy	+6,224+583.9%	$895.00	7,290
Q2 2016Jun 30, 2016	EEM iShares MSCI Emerging Index Fun	iShares MSCI Emerging Index Fun	Buy - Position Entry	+6,075	$209.00	6,075
Q2 2016Jun 30, 2016	V Visa Inc.	Visa Inc.	Buy	+5,859+1334.6%	$467.00	6,298
Q2 2016Jun 30, 2016	CVX Chevron Corporation	Chevron Corporation	Buy	+5,782+947.9%	$670.00	6,392
Q2 2016Jun 30, 2016	IWM iShares Russell 2000 ETF	iShares Russell 2000 ETF	Buy - Position Entry	+5,264	$605.00	5,264
Q2 2016Jun 30, 2016	MBB iShares MBS ETF	iShares MBS ETF	Buy	+5,145+814.1%	$635.00	5,777
Q2 2016Jun 30, 2016	VONV Vanguard Russell 1000 Value ETF	Vanguard Russell 1000 Value ETF	Buy - Position Entry	+5,109	$459.00	5,109
Q2 2016Jun 30, 2016	MO Altria Group, Inc.	Altria Group, Inc.	Buy	+4,945+2086.5%	$357.00	5,182
Q2 2016Jun 30, 2016	FAST Fastenal Company	Fastenal Company	Buy	+4,805+1945.3%	$224.00	5,052
Q2 2016Jun 30, 2016	VYM Vanguard High Dividend Yield ET	Vanguard High Dividend Yield ET	Buy	+4,769+1476.5%	$364.00	5,092
Q2 2016Jun 30, 2016	PSX Phillips 66	Phillips 66	Buy	+4,660+1054.3%	$405.00	5,102
Q2 2016Jun 30, 2016	FBND Fidelity Total Bond ETF	Fidelity Total Bond ETF	Buy - Position Entry	+4,314	$217.00	4,314
Q2 2016Jun 30, 2016	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Buy	+4,287+1013.5%	$843.00	4,710
Q2 2016Jun 30, 2016	CINF Cincinnati Financial Corporatio	Cincinnati Financial Corporatio	Buy	+4,241+1457.4%	$339.00	4,532
Q2 2016Jun 30, 2016	IMCG iShares Morningstar Mid-Cap Gro	iShares Morningstar Mid-Cap Gro	Buy - Position Entry	+4,218	$658.00	4,218
Q2 2016Jun 30, 2016	IWF iShares Russell 1000 Growth ETF	iShares Russell 1000 Growth ETF	Buy	+4,178+730.4%	$477.00	4,750
Q2 2016Jun 30, 2016	SCZ iShares MSCI EAFE Small-Cap ETF	iShares MSCI EAFE Small-Cap ETF	Buy - Position Entry	+4,173	$201.00	4,173
Q2 2016Jun 30, 2016	SYY Sysco Corporation	Sysco Corporation	Buy - Position Entry	+4,168	$211.00	4,168
Q2 2016Jun 30, 2016	AIG American International Group, I	American International Group, I	Buy	+3,887+1758.8%	$217.00	4,108
Q2 2016Jun 30, 2016	IWS iShares Russell Mid-cap Value E	iShares Russell Mid-cap Value E	Buy	+3,874+1308.8%	$310.00	4,170
Q2 2016Jun 30, 2016	SO Southern Company (The)	Southern Company (The)	Buy	+3,870+1767.1%	$219.00	4,089
Q2 2016Jun 30, 2016	VNQ Vanguard Real Estate ETF	Vanguard Real Estate ETF	Buy	+3,808+1130.0%	$368.00	4,145
Q2 2016Jun 30, 2016	SCHG Schwab U.S. Large-Cap Growth ET	Schwab U.S. Large-Cap Growth ET	Buy	+3,741+1748.1%	$208.00	3,955

Page 684 of 733 • 21977 total trades

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