- 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	ADBE Adobe Inc.	Adobe Inc.	Buy	+2,035+964.5%	$215.00	2,246
Q2 2016Jun 30, 2016	LANC Lancaster Colony Corporation	Lancaster Colony Corporation	Buy	+1,928+803.3%	$277.00	2,168
Q2 2016Jun 30, 2016	BIDU Baidu, Inc.	Baidu, Inc.	Buy	+1,922+596.9%	$371.00	2,244
Q2 2016Jun 30, 2016	MUB iShares National Muni Bond ETF	iShares National Muni Bond ETF	Buy	+1,919+796.3%	$246.00	2,160
Q2 2016Jun 30, 2016	TRV The Travelers Companies, Inc.	The Travelers Companies, Inc.	Buy	+1,834+757.9%	$247.00	2,076
Q2 2016Jun 30, 2016	BA Boeing Company (The)	Boeing Company (The)	Buy	+1,768+696.1%	$263.00	2,022
Q2 2016Jun 30, 2016	UHS Universal Health Services, Inc.	Universal Health Services, Inc.	Buy	+1,765+706.0%	$270.00	2,015
Q2 2016Jun 30, 2016	HSIC Henry Schein, Inc.	Henry Schein, Inc.	Buy	+1,685+478.7%	$360.00	2,037
Q2 2016Jun 30, 2016	ROK Rockwell Automation, Inc.	Rockwell Automation, Inc.	Buy	+1,575+779.7%	$204.00	1,777
Q2 2016Jun 30, 2016	MDY SPDR S&P MidCap 400 ETF Trust	SPDR S&P MidCap 400 ETF Trust	Buy - Position Entry	+1,536	$418.00	1,536
Q2 2016Jun 30, 2016	KMB Kimberly-Clark Corporation	Kimberly-Clark Corporation	Buy - Position Entry	+1,527	$210.00	1,527
Q2 2016Jun 30, 2016	MMM 3M Company	3M Company	Buy	+1,502+505.7%	$315.00	1,799
Q2 2016Jun 30, 2016	GD General Dynamics Corporation	General Dynamics Corporation	Buy - Position Entry	+1,453	$202.00	1,453
Q2 2016Jun 30, 2016	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Buy - Position Entry	+1,314	$223.00	1,314
Q2 2016Jun 30, 2016	MCK McKesson Corporation	McKesson Corporation	Buy - Position Entry	+1,152	$215.00	1,152
Q2 2016Jun 30, 2016	LMT Lockheed Martin Corporation	Lockheed Martin Corporation	Buy	+926+422.8%	$284.00	1,145
Q2 2016Jun 30, 2016	HON Honeywell International Inc.	Honeywell International Inc.	Buy	+805+31.5%	$391.00	3,360
Q2 2016Jun 30, 2016	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+740+114.7%	$959.00	1,385
Q2 2016Jun 30, 2016	ORLY O'Reilly Automotive, Inc.	O'Reilly Automotive, Inc.	Buy	+539+265.5%	$201.00	742
Q2 2016Jun 30, 2016	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+327+71.6%	$561.00	784
Q2 2016Jun 30, 2016	ET Energy Transfer LP	Energy Transfer LP	Sell - Position Exit	-73-100.0%	$0.00	-
Q2 2016Jun 30, 2016	FITB Fifth Third Bancorp	Fifth Third Bancorp	Sell - Position Exit	-185-100.0%	$0.00	-
Q2 2016Jun 30, 2016	CNI Canadian National Railway Compa	Canadian National Railway Compa	Sell - Position Exit	-204-100.0%	$0.00	-
Q2 2016Jun 30, 2016	VB Vanguard Small-Cap ETF	Vanguard Small-Cap ETF	Sell - Position Exit	-213-100.0%	$0.00	-
Q2 2016Jun 30, 2016	COF Capital One Financial Corporati	Capital One Financial Corporati	Sell - Position Exit	-226-100.0%	$0.00	-
Q2 2016Jun 30, 2016	GUNR FlexShares Global Upstream Natu	FlexShares Global Upstream Natu	Sell - Position Exit	-229-100.0%	$0.00	-
Q2 2016Jun 30, 2016	ROBO Exchange Traded Concepts Trust	Exchange Traded Concepts Trust	Sell - Position Exit	-230-100.0%	$0.00	-
Q2 2016Jun 30, 2016	ABT Abbott Laboratories	Abbott Laboratories	Sell - Position Exit	-245-100.0%	$0.00	-
Q2 2016Jun 30, 2016	VSS Vanguard FTSE All-Wld ex-US SmC	Vanguard FTSE All-Wld ex-US SmC	Sell - Position Exit	-250-100.0%	$0.00	-
Q2 2016Jun 30, 2016	EPI WisdomTree India Earnings Fund	WisdomTree India Earnings Fund	Sell - Position Exit	-258-100.0%	$0.00	-

Page 686 of 733 • 21977 total trades

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