- 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	IDV iShares International Select Di	iShares International Select Di	Buy - Position Entry	+227	$7.84K	227
Q1 2016Mar 31, 2016	LOW Lowe's Companies, Inc.	Lowe's Companies, Inc.	Buy - Position Entry	+223	$2.95K	223
Q1 2016Mar 31, 2016	AIG American International Group, I	American International Group, I	Buy - Position Entry	+221	$4.09K	221
Q1 2016Mar 31, 2016	SO Southern Company (The)	Southern Company (The)	Buy - Position Entry	+219	$4.24K	219
Q1 2016Mar 31, 2016	LMT Lockheed Martin Corporation	Lockheed Martin Corporation	Buy - Position Entry	+219	$987.00	219
Q1 2016Mar 31, 2016	ADBE Adobe Inc.	Adobe Inc.	Buy - Position Entry	+211	$2.25K	211
Q1 2016Mar 31, 2016	IGLB iShares 10 Year Investment Gra	iShares 10 Year Investment Gra	Buy - Position Entry	+209	$3.53K	209
Q1 2016Mar 31, 2016	ORLY O'Reilly Automotive, Inc.	O'Reilly Automotive, Inc.	Buy - Position Entry	+203	$742.00	203
Q1 2016Mar 31, 2016	ROK Rockwell Automation, Inc.	Rockwell Automation, Inc.	Buy - Position Entry	+202	$1.78K	202
Q1 2016Mar 31, 2016	ABBV AbbVie Inc.	AbbVie Inc.	Buy - Position Entry	+202	$3.54K	202
Q1 2016Mar 31, 2016	FITB Fifth Third Bancorp	Fifth Third Bancorp	Buy - Position Entry	+185	$11.06K	185
Q1 2016Mar 31, 2016	FMNB Farmers National Banc Corp.	Farmers National Banc Corp.	Buy - Position Entry	+126	$14.18K	126
Q1 2016Mar 31, 2016	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-18-2.7%	$866.00	645
Q1 2016Mar 31, 2016	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-664-59.2%	$770.00	457
Q1 2016Mar 31, 2016	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Sell	-700-29.8%	$12.37K	1,650
Q1 2016Mar 31, 2016	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Sell - Position Exit	-1,102-100.0%	$0.00	-
Q1 2016Mar 31, 2016	IEI iShares 3-7 Year Treasury Bond	iShares 3-7 Year Treasury Bond	Sell	-1,512-80.8%	$2.86K	360
Q1 2016Mar 31, 2016	VB Vanguard Small-Cap ETF	Vanguard Small-Cap ETF	Sell	-1,574-88.1%	$1.91K	213
Q1 2016Mar 31, 2016	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Sell	-1,574-78.8%	$2.40K	423
Q1 2016Mar 31, 2016	PPG PPG Industries, Inc.	PPG Industries, Inc.	Sell	-1,686-80.2%	$3.72K	415
Q1 2016Mar 31, 2016	IYT iShares Trust iShares U.S. Tran	iShares Trust iShares U.S. Tran	Sell - Position Exit	-1,758-100.0%	$0.00	-
Q1 2016Mar 31, 2016	MCD McDonald's Corporation	McDonald's Corporation	Sell	-1,802-82.9%	$2.97K	373
Q1 2016Mar 31, 2016	LANC Lancaster Colony Corporation	Lancaster Colony Corporation	Sell	-1,923-88.9%	$2.17K	240
Q1 2016Mar 31, 2016	CHE Chemed Corp	Chemed Corp	Sell - Position Exit	-1,947-100.0%	$0.00	-
Q1 2016Mar 31, 2016	WDC Western Digital Corporation	Western Digital Corporation	Sell - Position Exit	-1,947-100.0%	$0.00	-
Q1 2016Mar 31, 2016	VSS Vanguard FTSE All-Wld ex-US SmC	Vanguard FTSE All-Wld ex-US SmC	Sell	-1,947-88.6%	$2.68K	250
Q1 2016Mar 31, 2016	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-1,976-80.6%	$4.78K	475
Q1 2016Mar 31, 2016	BA Boeing Company (The)	Boeing Company (The)	Sell	-2,085-89.1%	$2.00K	254
Q1 2016Mar 31, 2016	ECL Ecolab Inc.	Ecolab Inc.	Sell - Position Exit	-2,142-100.0%	$0.00	-
Q1 2016Mar 31, 2016	IWB iShares Russell 1000 ETF	iShares Russell 1000 ETF	Sell	-2,217-88.6%	$2.50K	286

Page 689 of 733 • 21977 total trades

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