- 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
Q4 2015Dec 31, 2015	HCSG Healthcare Services Group, Inc.	Healthcare Services Group, Inc.	Buy - Position Entry	+7,802	$241.00	7,802
Q4 2015Dec 31, 2015	IMO Imperial Oil Limited	Imperial Oil Limited	Buy - Position Entry	+6,095	$262.00	6,095
Q4 2015Dec 31, 2015	IBN ICICI Bank Limited	ICICI Bank Limited	Buy	+5,837+21.8%	$377.00	32,644
Q4 2015Dec 31, 2015	HBAN Huntington Bancshares Incorpora	Huntington Bancshares Incorpora	Buy	+5,770+2.3%	$2.64K	251,340
Q4 2015Dec 31, 2015	FE FirstEnergy Corp.	FirstEnergy Corp.	Buy - Position Entry	+5,711	$223.00	5,711
Q4 2015Dec 31, 2015	ET Energy Transfer LP	Energy Transfer LP	Buy - Position Entry	+5,277	$303.00	5,277
Q4 2015Dec 31, 2015	PAA Plains All American Pipeline, L	Plains All American Pipeline, L	Buy - Position Entry	+5,257	$270.00	5,257
Q4 2015Dec 31, 2015	LOPE Grand Canyon Education, Inc.	Grand Canyon Education, Inc.	Buy - Position Entry	+4,484	$209.00	4,484
Q4 2015Dec 31, 2015	GLD SPDR Gold Trust	SPDR Gold Trust	Buy	+4,473+17.5%	$3.42K	30,101
Q4 2015Dec 31, 2015	BBVA Banco Bilbao Vizcaya Argentaria	Banco Bilbao Vizcaya Argentaria	Buy	+4,324+27.7%	$187.00	19,941
Q4 2015Dec 31, 2015	XLF SPDR Select Sector Fund - Finan	SPDR Select Sector Fund - Finan	Buy	+4,241+44.5%	$341.00	13,769
Q4 2015Dec 31, 2015	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Buy	+3,215+12.3%	$658.00	29,392
Q4 2015Dec 31, 2015	MD Pediatrix Medical Group, Inc.	Pediatrix Medical Group, Inc.	Buy - Position Entry	+3,208	$212.00	3,208
Q4 2015Dec 31, 2015	FI Fiserv, Inc.	Fiserv, Inc.	Buy - Position Entry	+3,205	$227.00	3,205
Q4 2015Dec 31, 2015	VTV Vanguard Value ETF	Vanguard Value ETF	Buy - Position Entry	+3,076	$260.00	3,076
Q4 2015Dec 31, 2015	COF Capital One Financial Corporati	Capital One Financial Corporati	Buy - Position Entry	+2,821	$233.00	2,821
Q4 2015Dec 31, 2015	VBK Vanguard Small-Cap Growth ETF	Vanguard Small-Cap Growth ETF	Buy - Position Entry	+2,691	$339.00	2,691
Q4 2015Dec 31, 2015	KMI Kinder Morgan, Inc.	Kinder Morgan, Inc.	Buy	+2,681+20.8%	$660.00	15,590
Q4 2015Dec 31, 2015	SIRI SiriusXM Holdings Inc	SiriusXM Holdings Inc	Buy	+2,500+21.2%	$50.00	14,300
Q4 2015Dec 31, 2015	BUD Anheuser-Busch Inbev SA Sponsor	Anheuser-Busch Inbev SA Sponsor	Buy - Position Entry	+2,466	$277.00	2,466
Q4 2015Dec 31, 2015	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Buy - Position Entry	+2,350	$247.00	2,350
Q4 2015Dec 31, 2015	SRCL Stericycle, Inc.	Stericycle, Inc.	Buy - Position Entry	+2,316	$304.00	2,316
Q4 2015Dec 31, 2015	ECL Ecolab Inc.	Ecolab Inc.	Buy - Position Entry	+2,142	$224.00	2,142
Q4 2015Dec 31, 2015	YCS ProShares UltraShort Yen New	ProShares UltraShort Yen New	Buy	+2,138+81.0%	$427.00	4,779
Q4 2015Dec 31, 2015	CHE Chemed Corp	Chemed Corp	Buy - Position Entry	+1,947	$206.00	1,947
Q4 2015Dec 31, 2015	WDC Western Digital Corporation	Western Digital Corporation	Buy - Position Entry	+1,947	$216.00	1,947
Q4 2015Dec 31, 2015	C Citigroup, Inc.	Citigroup, Inc.	Buy	+1,415+34.5%	$299.00	5,522
Q4 2015Dec 31, 2015	NVO Novo Nordisk A/S	Novo Nordisk A/S	Buy	+1,246+25.0%	$263.00	6,221
Q4 2015Dec 31, 2015	SPSB SPDR Portfolio Short Term Corpo	SPDR Portfolio Short Term Corpo	Buy	+1,239+13.6%	$317.00	10,376
Q4 2015Dec 31, 2015	ITUB Itau Unibanco Banco Holding SA	Itau Unibanco Banco Holding SA	Buy	+1,192+6.7%	$247.00	19,018

Page 694 of 733 • 21977 total trades

«‹

692 693 694 695 696

›»