- 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	TGT Target Corporation	Target Corporation	Sell - Position Exit	-296-100.0%	$0.00	-
Q2 2016Jun 30, 2016	DXJ WisdomTree Japan Hedged Equity	WisdomTree Japan Hedged Equity	Sell - Position Exit	-578-100.0%	$0.00	-
Q2 2016Jun 30, 2016	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-2,148-67.6%	$724.00	1,029
Q1 2016Mar 31, 2016	SCHZ Schwab US Aggregate Bond ETF	Schwab US Aggregate Bond ETF	Buy - Position Entry	+10,987	$208.00K	10,987
Q1 2016Mar 31, 2016	NKE Nike, Inc.	Nike, Inc.	Buy - Position Entry	+10,712	$174.26K	10,712
Q1 2016Mar 31, 2016	FNDF Schwab Fundamental Internationa	Schwab Fundamental Internationa	Buy - Position Entry	+8,945	$378.06K	8,945
Q1 2016Mar 31, 2016	INTU Intuit Inc.	Intuit Inc.	Buy - Position Entry	+8,045	$77.35K	8,045
Q1 2016Mar 31, 2016	QAI NYLI Hedge Multi-Strategy Track	NYLI Hedge Multi-Strategy Track	Buy - Position Entry	+7,377	$255.97K	7,377
Q1 2016Mar 31, 2016	SCHF Schwab International Equity ETF	Schwab International Equity ETF	Buy - Position Entry	+6,536	$241.10K	6,536
Q1 2016Mar 31, 2016	SCHX Schwab U.S. Large-Cap ETF	Schwab U.S. Large-Cap ETF	Buy - Position Entry	+6,384	$130.70K	6,384
Q1 2016Mar 31, 2016	GII SPDR S&P Global Infrastructure	SPDR S&P Global Infrastructure	Buy - Position Entry	+4,715	$104.77K	4,715
Q1 2016Mar 31, 2016	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Buy - Position Entry	+4,011	$102.00K	4,011
Q1 2016Mar 31, 2016	SCHE Schwab Emerging Markets Equity	Schwab Emerging Markets Equity	Buy - Position Entry	+3,301	$158.92K	3,301
Q1 2016Mar 31, 2016	TSN Tyson Foods, Inc.	Tyson Foods, Inc.	Buy - Position Entry	+3,144	$47.16K	3,144
Q1 2016Mar 31, 2016	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+2,603+453.5%	$4.16K	3,177
Q1 2016Mar 31, 2016	HON Honeywell International Inc.	Honeywell International Inc.	Buy - Position Entry	+2,555	$22.80K	2,555
Q1 2016Mar 31, 2016	ALK Alaska Air Group, Inc.	Alaska Air Group, Inc.	Buy - Position Entry	+2,522	$30.74K	2,522
Q1 2016Mar 31, 2016	AFL AFLAC Incorporated	AFLAC Incorporated	Buy - Position Entry	+2,367	$37.48K	2,367
Q1 2016Mar 31, 2016	IEFA iShares Core MSCI EAFE ETF	iShares Core MSCI EAFE ETF	Buy - Position Entry	+2,105	$39.60K	2,105
Q1 2016Mar 31, 2016	CAH Cardinal Health, Inc.	Cardinal Health, Inc.	Buy - Position Entry	+2,028	$24.75K	2,028
Q1 2016Mar 31, 2016	VLO Valero Energy Corporation	Valero Energy Corporation	Buy - Position Entry	+2,004	$31.25K	2,004
Q1 2016Mar 31, 2016	SCHA Schwab U.S. Small-Cap ETF	Schwab U.S. Small-Cap ETF	Buy - Position Entry	+1,742	$33.47K	1,742
Q1 2016Mar 31, 2016	EFV iShares MSCI EAFE Value ETF	iShares MSCI EAFE Value ETF	Buy - Position Entry	+1,529	$34.09K	1,529
Q1 2016Mar 31, 2016	UPS United Parcel Service, Inc.	United Parcel Service, Inc.	Buy - Position Entry	+1,085	$10.29K	1,085
Q1 2016Mar 31, 2016	SCHO Schwab Short-Term U.S. Treasury	Schwab Short-Term U.S. Treasury	Buy - Position Entry	+896	$17.64K	896
Q1 2016Mar 31, 2016	SHW Sherwin-Williams Company (The)	Sherwin-Williams Company (The)	Buy - Position Entry	+863	$3.03K	863
Q1 2016Mar 31, 2016	SCHC Schwab International Small-Cap	Schwab International Small-Cap	Buy - Position Entry	+640	$22.12K	640
Q1 2016Mar 31, 2016	MBB iShares MBS ETF	iShares MBS ETF	Buy - Position Entry	+632	$5.78K	632
Q1 2016Mar 31, 2016	IWD iShares Russell 1000 Value ETF	iShares Russell 1000 Value ETF	Buy	+623+9.2%	$74.71K	7,382
Q1 2016Mar 31, 2016	IEMG iShares Core MSCI Emerging Mark	iShares Core MSCI Emerging Mark	Buy - Position Entry	+618	$14.84K	618

Page 687 of 733 • 21977 total trades

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