- 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 2025Mar 31, 2025	AVB AvalonBay Communities, Inc.	AvalonBay Communities, Inc.	Sell	-21-0.8%	$591.71K	2,757
Q1 2025Mar 31, 2025	AWK American Water Works Company, I	American Water Works Company, I	Sell	-22-0.6%	$521.03K	3,532
Q1 2025Mar 31, 2025	DVA DaVita Inc.	DaVita Inc.	Sell	-22-1.2%	$286.82K	1,875
Q1 2025Mar 31, 2025	NFG National Fuel Gas Company	National Fuel Gas Company	Sell	-23-0.6%	$320.16K	4,043
Q1 2025Mar 31, 2025	MMSI Merit Medical Systems, Inc.	Merit Medical Systems, Inc.	Sell	-23-0.9%	$263.43K	2,492
Q1 2025Mar 31, 2025	ILCG iShares Morningstar Large-Cap G	iShares Morningstar Large-Cap G	Sell	-24-0.6%	$302.90K	3,740
Q1 2025Mar 31, 2025	MAA Mid-America Apartment Communiti	Mid-America Apartment Communiti	Sell	-26-1.6%	$262.26K	1,565
Q1 2025Mar 31, 2025	CBOE Cboe Global Markets, Inc.	Cboe Global Markets, Inc.	Sell	-26-1.1%	$536.01K	2,369
Q1 2025Mar 31, 2025	EXR Extra Space Storage Inc	Extra Space Storage Inc	Sell	-26-0.9%	$414.56K	2,792
Q1 2025Mar 31, 2025	BKNG Booking Holdings Inc. Common St	Booking Holdings Inc. Common St	Sell	-28-3.1%	$4.04M	877
Q1 2025Mar 31, 2025	MOG-A Moog Inc.	Moog Inc.	Sell	-28-2.2%	$212.88K	1,228
Q1 2025Mar 31, 2025	SAIA Saia, Inc.	Saia, Inc.	Sell	-30-4.0%	$252.64K	723
Q1 2025Mar 31, 2025	VCR Vanguard Consumer Discretion ET	Vanguard Consumer Discretion ET	Sell	-33-3.5%	$300.58K	923
Q1 2025Mar 31, 2025	MPAA Motorcar Parts of America, Inc.	Motorcar Parts of America, Inc.	Sell	-34-0.1%	$361.59K	38,062
Q1 2025Mar 31, 2025	BPOP Popular, Inc.	Popular, Inc.	Sell	-36-0.7%	$481.99K	5,218
Q1 2025Mar 31, 2025	IT Gartner, Inc.	Gartner, Inc.	Sell	-37-2.1%	$711.23K	1,694
Q1 2025Mar 31, 2025	IGV iShares Expanded Tech-Software	iShares Expanded Tech-Software	Sell	-38-1.2%	$280.73K	3,155
Q1 2025Mar 31, 2025	ECL Ecolab Inc.	Ecolab Inc.	Sell	-39-0.8%	$1.30M	5,124
Q1 2025Mar 31, 2025	IWY iShares Russell Top 200 Growth	iShares Russell Top 200 Growth	Sell	-39-0.8%	$1.02M	4,830
Q1 2025Mar 31, 2025	USRT iShares Core U.S. REIT ETF	iShares Core U.S. REIT ETF	Sell	-40-0.8%	$279.36K	4,850
Q1 2025Mar 31, 2025	TRMB Trimble Inc.	Trimble Inc.	Sell	-42-1.1%	$252.82K	3,851
Q1 2025Mar 31, 2025	PFBC Preferred Bank	Preferred Bank	Sell	-47-1.2%	$316.15K	3,779
Q1 2025Mar 31, 2025	GPI Group 1 Automotive, Inc.	Group 1 Automotive, Inc.	Sell	-48-5.2%	$337.26K	883
Q1 2025Mar 31, 2025	MLI Mueller Industries, Inc.	Mueller Industries, Inc.	Sell	-50-1.0%	$372.03K	4,886
Q1 2025Mar 31, 2025	IR Ingersoll Rand Inc.	Ingersoll Rand Inc.	Sell	-51-0.9%	$445.57K	5,568
Q1 2025Mar 31, 2025	LDUR PIMCO Enhanced Low Duration Act	PIMCO Enhanced Low Duration Act	Sell	-54-0.8%	$630.37K	6,568
Q1 2025Mar 31, 2025	FTV Fortive Corporation	Fortive Corporation	Sell	-55-0.5%	$779.30K	10,649
Q1 2025Mar 31, 2025	MDLZ Mondelez International, Inc.	Mondelez International, Inc.	Sell	-57-0.2%	$2.15M	31,757
Q1 2025Mar 31, 2025	MEDP Medpace Holdings, Inc.	Medpace Holdings, Inc.	Sell	-57-6.5%	$251.37K	825
Q1 2025Mar 31, 2025	MDY SPDR S&P MidCap 400 ETF Trust	SPDR S&P MidCap 400 ETF Trust	Sell	-58-4.2%	$703.17K	1,318

Page 69 of 733 • 21977 total trades

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