- 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	SRCL Stericycle, Inc.	Stericycle, Inc.	Sell - Position Exit	-2,316-100.0%	$0.00	-
Q1 2016Mar 31, 2016	ICF iShares Cohen & Steers REIT ETF	iShares Cohen & Steers REIT ETF	Sell	-2,364-89.7%	$2.64K	272
Q1 2016Mar 31, 2016	CVS CVS Health Corporation	CVS Health Corporation	Sell	-2,381-86.4%	$3.61K	375
Q1 2016Mar 31, 2016	ORCL Oracle Corporation	Oracle Corporation	Sell	-2,384-46.7%	$66.43K	2,717
Q1 2016Mar 31, 2016	CVX Chevron Corporation	Chevron Corporation	Sell	-2,440-80.0%	$6.39K	610
Q1 2016Mar 31, 2016	BUD Anheuser-Busch Inbev SA Sponsor	Anheuser-Busch Inbev SA Sponsor	Sell - Position Exit	-2,466-100.0%	$0.00	-
Q1 2016Mar 31, 2016	COF Capital One Financial Corporati	Capital One Financial Corporati	Sell	-2,595-92.0%	$3.26K	226
Q1 2016Mar 31, 2016	PSX Phillips 66	Phillips 66	Sell	-2,676-85.8%	$5.10K	442
Q1 2016Mar 31, 2016	VBK Vanguard Small-Cap Growth ETF	Vanguard Small-Cap Growth ETF	Sell - Position Exit	-2,691-100.0%	$0.00	-
Q1 2016Mar 31, 2016	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Sell	-2,728-87.4%	$3.56K	394
Q1 2016Mar 31, 2016	IJH iShares Core S&P Mid-Cap ETF	iShares Core S&P Mid-Cap ETF	Sell	-2,804-59.8%	$13.07K	1,884
Q1 2016Mar 31, 2016	ILCG iShares Morningstar Large-Cap G	iShares Morningstar Large-Cap G	Sell	-2,940-90.6%	$2.58K	305
Q1 2016Mar 31, 2016	VTV Vanguard Value ETF	Vanguard Value ETF	Sell - Position Exit	-3,076-100.0%	$0.00	-
Q1 2016Mar 31, 2016	FI Fiserv, Inc.	Fiserv, Inc.	Sell - Position Exit	-3,205-100.0%	$0.00	-
Q1 2016Mar 31, 2016	MD Pediatrix Medical Group, Inc.	Pediatrix Medical Group, Inc.	Sell - Position Exit	-3,208-100.0%	$0.00	-
Q1 2016Mar 31, 2016	IBM International Business Machines	International Business Machines	Sell	-3,266-74.0%	$7.57K	1,147
Q1 2016Mar 31, 2016	XLE SPDR Select Sector Fund - Energ	SPDR Select Sector Fund - Energ	Sell - Position Exit	-3,281-100.0%	$0.00	-
Q1 2016Mar 31, 2016	VBR Vanguard Small-Cap Value ETF	Vanguard Small-Cap Value ETF	Sell	-3,365-89.6%	$3.84K	392
Q1 2016Mar 31, 2016	SPY SPDR S&P 500	SPDR S&P 500	Sell	-3,447-65.2%	$8.93K	1,836
Q1 2016Mar 31, 2016	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-3,571-82.1%	$6.80K	776
Q1 2016Mar 31, 2016	WPP WPP plc	WPP plc	Sell	-3,716-91.5%	$2.96K	345
Q1 2016Mar 31, 2016	IVV iShares Core S&P 500 ETF	iShares Core S&P 500 ETF	Sell	-3,760-56.0%	$14.29K	2,953
Q1 2016Mar 31, 2016	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-3,925-85.5%	$4.70K	666
Q1 2016Mar 31, 2016	HYG iShares iBoxx $ High Yield Corp	iShares iBoxx $ High Yield Corp	Sell	-3,946-91.4%	$4.51K	369
Q1 2016Mar 31, 2016	SLB Schlumberger N.V.	Schlumberger N.V.	Sell	-4,050-92.5%	$4.44K	328
Q1 2016Mar 31, 2016	IJR iShares Core S&P Small-Cap ETF	iShares Core S&P Small-Cap ETF	Sell	-4,066-86.2%	$5.80K	653
Q1 2016Mar 31, 2016	CNI Canadian National Railway Compa	Canadian National Railway Compa	Sell	-4,350-95.5%	$3.27K	204
Q1 2016Mar 31, 2016	KO Coca-Cola Company (The)	Coca-Cola Company (The)	Sell	-4,379-89.6%	$10.94K	507
Q1 2016Mar 31, 2016	LOPE Grand Canyon Education, Inc.	Grand Canyon Education, Inc.	Sell - Position Exit	-4,484-100.0%	$0.00	-
Q1 2016Mar 31, 2016	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Sell	-4,553-91.2%	$6.86K	438

Page 690 of 733 • 21977 total trades

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