- 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
Q1 2016Mar 31, 2016	DXJ WisdomTree Japan Hedged Equity	WisdomTree Japan Hedged Equity	Buy - Position Entry	+578	$13.23K	578
Q1 2016Mar 31, 2016	V Visa Inc.	Visa Inc.	Buy - Position Entry	+439	$5.74K	439
Q1 2016Mar 31, 2016	BAC Bank of America Corporation	Bank of America Corporation	Buy - Position Entry	+423	$31.27K	423
Q1 2016Mar 31, 2016	VLY Valley National Bancorp	Valley National Bancorp	Buy - Position Entry	+404	$42.30K	404
Q1 2016Mar 31, 2016	IGIB iShares 5-10 Year Investment Gr	iShares 5-10 Year Investment Gr	Buy - Position Entry	+387	$3.53K	387
Q1 2016Mar 31, 2016	CLX Clorox Company (The)	Clorox Company (The)	Buy - Position Entry	+358	$2.84K	358
Q1 2016Mar 31, 2016	NEE NextEra Energy, Inc.	NextEra Energy, Inc.	Buy - Position Entry	+354	$2.99K	354
Q1 2016Mar 31, 2016	HSIC Henry Schein, Inc.	Henry Schein, Inc.	Buy - Position Entry	+352	$2.04K	352
Q1 2016Mar 31, 2016	OLN Olin Corporation	Olin Corporation	Buy - Position Entry	+348	$20.06K	348
Q1 2016Mar 31, 2016	VNQ Vanguard Real Estate ETF	Vanguard Real Estate ETF	Buy - Position Entry	+337	$4.03K	337
Q1 2016Mar 31, 2016	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy - Position Entry	+334	$3.73K	334
Q1 2016Mar 31, 2016	MTUS Metallus Inc.	Metallus Inc.	Buy - Position Entry	+330	$36.21K	330
Q1 2016Mar 31, 2016	VYM Vanguard High Dividend Yield ET	Vanguard High Dividend Yield ET	Buy - Position Entry	+323	$4.67K	323
Q1 2016Mar 31, 2016	BIDU Baidu, Inc.	Baidu, Inc.	Buy - Position Entry	+322	$1.69K	322
Q1 2016Mar 31, 2016	MMM 3M Company	3M Company	Buy - Position Entry	+297	$1.78K	297
Q1 2016Mar 31, 2016	IWS iShares Russell Mid-cap Value E	iShares Russell Mid-cap Value E	Buy - Position Entry	+296	$4.17K	296
Q1 2016Mar 31, 2016	TGT Target Corporation	Target Corporation	Buy - Position Entry	+296	$3.60K	296
Q1 2016Mar 31, 2016	CINF Cincinnati Financial Corporatio	Cincinnati Financial Corporatio	Buy - Position Entry	+291	$4.45K	291
Q1 2016Mar 31, 2016	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Buy - Position Entry	+283	$3.61K	283
Q1 2016Mar 31, 2016	DUK Duke Energy Corporation (Holdin	Duke Energy Corporation (Holdin	Buy - Position Entry	+277	$3.43K	277
Q1 2016Mar 31, 2016	EPI WisdomTree India Earnings Fund	WisdomTree India Earnings Fund	Buy - Position Entry	+258	$13.23K	258
Q1 2016Mar 31, 2016	MA Mastercard Incorporated	Mastercard Incorporated	Buy - Position Entry	+257	$2.71K	257
Q1 2016Mar 31, 2016	UHS Universal Health Services, Inc.	Universal Health Services, Inc.	Buy - Position Entry	+250	$2.00K	250
Q1 2016Mar 31, 2016	EXC Exelon Corporation	Exelon Corporation	Buy - Position Entry	+249	$6.95K	249
Q1 2016Mar 31, 2016	FAST Fastenal Company	Fastenal Company	Buy - Position Entry	+247	$5.04K	247
Q1 2016Mar 31, 2016	ABT Abbott Laboratories	Abbott Laboratories	Buy - Position Entry	+245	$5.85K	245
Q1 2016Mar 31, 2016	TRV The Travelers Companies, Inc.	The Travelers Companies, Inc.	Buy - Position Entry	+242	$2.07K	242
Q1 2016Mar 31, 2016	MUB iShares National Muni Bond ETF	iShares National Muni Bond ETF	Buy - Position Entry	+241	$2.16K	241
Q1 2016Mar 31, 2016	MO Altria Group, Inc.	Altria Group, Inc.	Buy - Position Entry	+237	$3.78K	237
Q1 2016Mar 31, 2016	ROBO Exchange Traded Concepts Trust	Exchange Traded Concepts Trust	Buy - Position Entry	+230	$9.33K	230

Page 688 of 733 • 21977 total trades

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