- 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	ACN Accenture plc	Accenture plc	Buy	+3,712+654.7%	$485.00	4,279
Q2 2016Jun 30, 2016	CMCSA Comcast Corporation	Comcast Corporation	Buy - Position Entry	+3,493	$228.00	3,493
Q2 2016Jun 30, 2016	VBR Vanguard Small-Cap Value ETF	Vanguard Small-Cap Value ETF	Buy	+3,451+880.4%	$405.00	3,843
Q2 2016Jun 30, 2016	SAP SAP SE	SAP SE	Buy	+3,450+1138.6%	$282.00	3,753
Q2 2016Jun 30, 2016	K Kellanova	Kellanova	Buy - Position Entry	+3,445	$281.00	3,445
Q2 2016Jun 30, 2016	CVS CVS Health Corporation	CVS Health Corporation	Buy	+3,416+910.9%	$363.00	3,791
Q2 2016Jun 30, 2016	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+3,413+1021.9%	$344.00	3,747
Q2 2016Jun 30, 2016	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Buy	+3,356+1185.9%	$281.00	3,639
Q2 2016Jun 30, 2016	HYG iShares iBoxx $ High Yield Corp	iShares iBoxx $ High Yield Corp	Buy	+3,345+906.5%	$315.00	3,714
Q2 2016Jun 30, 2016	IGLB iShares 10 Year Investment Gra	iShares 10 Year Investment Gra	Buy	+3,324+1590.4%	$221.00	3,533
Q2 2016Jun 30, 2016	PPG PPG Industries, Inc.	PPG Industries, Inc.	Buy	+3,181+766.5%	$375.00	3,596
Q2 2016Jun 30, 2016	DUK Duke Energy Corporation (Holdin	Duke Energy Corporation (Holdin	Buy	+3,174+1145.8%	$296.00	3,451
Q2 2016Jun 30, 2016	RWR SPDR DJ Wilshire REIT ETF	SPDR DJ Wilshire REIT ETF	Buy - Position Entry	+3,170	$315.00	3,170
Q2 2016Jun 30, 2016	IGIB iShares 5-10 Year Investment Gr	iShares 5-10 Year Investment Gr	Buy	+3,144+812.4%	$393.00	3,531
Q2 2016Jun 30, 2016	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+3,065+1517.3%	$202.00	3,267
Q2 2016Jun 30, 2016	SCHX Schwab U.S. Large-Cap ETF	Schwab U.S. Large-Cap ETF	Buy	+2,855+44.7%	$460.00	9,239
Q2 2016Jun 30, 2016	MCD McDonald's Corporation	McDonald's Corporation	Buy	+2,775+744.0%	$379.00	3,148
Q2 2016Jun 30, 2016	LOW Lowe's Companies, Inc.	Lowe's Companies, Inc.	Buy	+2,761+1238.1%	$236.00	2,984
Q2 2016Jun 30, 2016	NEE NextEra Energy, Inc.	NextEra Energy, Inc.	Buy	+2,659+751.1%	$393.00	3,013
Q2 2016Jun 30, 2016	VONG Vanguard Russell 1000 Growth ET	Vanguard Russell 1000 Growth ET	Buy - Position Entry	+2,640	$270.00	2,640
Q2 2016Jun 30, 2016	WPP WPP plc	WPP plc	Buy	+2,619+759.1%	$310.00	2,964
Q2 2016Jun 30, 2016	WBA Walgreens Boots Alliance, Inc.	Walgreens Boots Alliance, Inc.	Buy - Position Entry	+2,605	$217.00	2,605
Q2 2016Jun 30, 2016	LLY Eli Lilly and Company	Eli Lilly and Company	Buy - Position Entry	+2,554	$201.00	2,554
Q2 2016Jun 30, 2016	IEI iShares 3-7 Year Treasury Bond	iShares 3-7 Year Treasury Bond	Buy	+2,497+693.6%	$364.00	2,857
Q2 2016Jun 30, 2016	CLX Clorox Company (The)	Clorox Company (The)	Buy	+2,483+693.6%	$393.00	2,841
Q2 2016Jun 30, 2016	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+2,458+956.4%	$239.00	2,715
Q2 2016Jun 30, 2016	ICF iShares Cohen & Steers REIT ETF	iShares Cohen & Steers REIT ETF	Buy	+2,364+869.1%	$285.00	2,636
Q2 2016Jun 30, 2016	IWB iShares Russell 1000 ETF	iShares Russell 1000 ETF	Buy	+2,217+775.2%	$293.00	2,503
Q2 2016Jun 30, 2016	SHW Sherwin-Williams Company (The)	Sherwin-Williams Company (The)	Buy	+2,138+247.7%	$881.00	3,001
Q2 2016Jun 30, 2016	ILCG iShares Morningstar Large-Cap G	iShares Morningstar Large-Cap G	Buy	+2,109+691.5%	$283.00	2,414

Page 685 of 733 • 21977 total trades

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