- 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	VEU Vanguard FTSE All World Ex US E	Vanguard FTSE All World Ex US E	Sell	-22,761-96.2%	$20.82K	899
Q1 2016Mar 31, 2016	GLD SPDR Gold Trust	SPDR Gold Trust	Sell	-27,141-90.2%	$25.16K	2,960
Q1 2016Mar 31, 2016	FFBC First Financial Bancorp.	First Financial Bancorp.	Sell	-27,642-98.1%	$28.79K	523
Q1 2016Mar 31, 2016	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Sell	-28,781-97.9%	$23.31K	611
Q1 2016Mar 31, 2016	XLU SPDR Select Sector Fund - Utili	SPDR Select Sector Fund - Utili	Sell	-29,655-96.9%	$19.09K	947
Q1 2016Mar 31, 2016	EPD Enterprise Products Partners L.	Enterprise Products Partners L.	Sell	-30,948-97.5%	$32.19K	793
Q1 2016Mar 31, 2016	TDTT FlexShares iBoxx 3 Year Target	FlexShares iBoxx 3 Year Target	Sell	-31,048-98.1%	$23.78K	589
Q1 2016Mar 31, 2016	IBN ICICI Bank Limited	ICICI Bank Limited	Sell - Position Exit	-32,644-100.0%	$0.00	-
Q1 2016Mar 31, 2016	QCOM QUALCOMM Incorporated	QUALCOMM Incorporated	Sell	-41,109-98.0%	$16.81K	860
Q1 2016Mar 31, 2016	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-58,990-96.3%	$40.78K	2,252
Q1 2016Mar 31, 2016	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-62,819-92.3%	$185.18K	5,272
Q1 2016Mar 31, 2016	SCHG Schwab U.S. Large-Cap Growth ET	Schwab U.S. Large-Cap Growth ET	Sell	-70,227-99.7%	$4.09K	214
Q1 2016Mar 31, 2016	NUV Nuveen Municipal Value Fund, In	Nuveen Municipal Value Fund, In	Sell - Position Exit	-76,410-100.0%	$0.00	-
Q1 2016Mar 31, 2016	SCHV Schwab U.S. Large-Cap Value ETF	Schwab U.S. Large-Cap Value ETF	Sell	-145,010-93.3%	$241.28K	10,423
Q1 2016Mar 31, 2016	RWO SPDR DJ Wilshire Global Real Es	SPDR DJ Wilshire Global Real Es	Sell	-166,768-84.0%	$649.70K	31,816
Q1 2016Mar 31, 2016	HBAN Huntington Bancshares Incorpora	Huntington Bancshares Incorpora	Sell	-248,713-99.0%	$275.38K	2,627
Q1 2016Mar 31, 2016	DJP iPath Bloomberg Commodity Index	iPath Bloomberg Commodity Index	Sell	-255,555-99.8%	$18.21K	392
Q4 2015Dec 31, 2015	DJP iPath Bloomberg Commodity Index	iPath Bloomberg Commodity Index	Buy	+224,398+711.3%	$7.66K	255,947
Q4 2015Dec 31, 2015	SCHG Schwab U.S. Large-Cap Growth ET	Schwab U.S. Large-Cap Growth ET	Buy	+64,397+1065.5%	$3.65K	70,441
Q4 2015Dec 31, 2015	QCOM QUALCOMM Incorporated	QUALCOMM Incorporated	Buy	+27,162+183.4%	$3.12K	41,969
Q4 2015Dec 31, 2015	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+24,846+68.3%	$2.85K	61,242
Q4 2015Dec 31, 2015	SLYV SPDR S&P 600 Small Cap Value ET	SPDR S&P 600 Small Cap Value ET	Buy - Position Entry	+18,856	$1.99K	18,856
Q4 2015Dec 31, 2015	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Buy - Position Entry	+17,849	$2.48K	17,849
Q4 2015Dec 31, 2015	HUM Humana Inc.	Humana Inc.	Buy - Position Entry	+15,169	$2.18K	15,169
Q4 2015Dec 31, 2015	PNC PNC Financial Services Group, I	PNC Financial Services Group, I	Buy	+14,483+195.0%	$2.00K	21,912
Q4 2015Dec 31, 2015	USCI United States Commodity Index F	United States Commodity Index F	Buy - Position Entry	+13,366	$645.00	13,366
Q4 2015Dec 31, 2015	PH Parker-Hannifin Corporation	Parker-Hannifin Corporation	Buy	+9,612+125.2%	$2.23K	17,287
Q4 2015Dec 31, 2015	XLU SPDR Select Sector Fund - Utili	SPDR Select Sector Fund - Utili	Buy	+8,829+40.6%	$1.45K	30,602
Q4 2015Dec 31, 2015	FLOT iShares Floating Rate Bond ETF	iShares Floating Rate Bond ETF	Buy - Position Entry	+8,732	$441.00	8,732
Q4 2015Dec 31, 2015	LKQ LKQ Corporation	LKQ Corporation	Buy - Position Entry	+8,712	$245.00	8,712

Page 693 of 733 • 21977 total trades

«‹

691 692 693 694 695

›»