- 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	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Buy - Position Entry	+1,102	$202.00	1,102
Q4 2015Dec 31, 2015	SAP SAP SE	SAP SE	Buy	+972+23.3%	$358.00	5,137
Q4 2015Dec 31, 2015	LQD iShares iBoxx $ Investment Grad	iShares iBoxx $ Investment Grad	Buy	+929+13.9%	$907.00	7,594
Q4 2015Dec 31, 2015	CNI Canadian National Railway Compa	Canadian National Railway Compa	Buy	+921+25.4%	$314.00	4,554
Q4 2015Dec 31, 2015	WPP WPP plc	WPP plc	Buy	+817+25.2%	$423.00	4,061
Q4 2015Dec 31, 2015	VOD Vodafone Group Plc	Vodafone Group Plc	Buy	+722+3.9%	$657.00	19,213
Q4 2015Dec 31, 2015	GOOG Alphabet Inc.	Alphabet Inc.	Buy - Position Entry	+663	$349.00	663
Q4 2015Dec 31, 2015	CVS CVS Health Corporation	CVS Health Corporation	Buy	+597+27.7%	$265.00	2,756
Q4 2015Dec 31, 2015	GOOGL Alphabet Inc.	Alphabet Inc.	Buy - Position Entry	+574	$305.00	574
Q4 2015Dec 31, 2015	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Buy	+523+20.1%	$344.00	3,122
Q4 2015Dec 31, 2015	TDTT FlexShares iBoxx 3 Year Target	FlexShares iBoxx 3 Year Target	Buy	+461+1.5%	$768.00	31,637
Q4 2015Dec 31, 2015	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Buy	+358+7.7%	$295.00	4,991
Q4 2015Dec 31, 2015	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+344+44.3%	$348.00	1,121
Q4 2015Dec 31, 2015	SLB Schlumberger N.V.	Schlumberger N.V.	Buy	+311+7.6%	$374.00	4,378
Q4 2015Dec 31, 2015	ILCG iShares Morningstar Large-Cap G	iShares Morningstar Large-Cap G	Buy	+184+6.0%	$367.00	3,245
Q4 2015Dec 31, 2015	IWF iShares Russell 1000 Growth ETF	iShares Russell 1000 Growth ETF	Buy	+162+1.7%	$938.00	9,809
Q4 2015Dec 31, 2015	BA Boeing Company (The)	Boeing Company (The)	Buy	+143+6.5%	$304.00	2,339
Q4 2015Dec 31, 2015	PFE Pfizer, Inc.	Pfizer, Inc.	Buy	+124+0.6%	$627.00	20,135
Q4 2015Dec 31, 2015	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+111+2.5%	$689.00	4,591
Q4 2015Dec 31, 2015	IEI iShares 3-7 Year Treasury Bond	iShares 3-7 Year Treasury Bond	Buy	+25+1.4%	$229.00	1,872
Q4 2015Dec 31, 2015	AMGN Amgen Inc.	Amgen Inc.	Buy	+16+0.3%	$902.00	5,661
Q4 2015Dec 31, 2015	LANC Lancaster Colony Corporation	Lancaster Colony Corporation	Buy	+4+0.2%	$203.00	2,163
Q4 2015Dec 31, 2015	HYG iShares iBoxx $ High Yield Corp	iShares iBoxx $ High Yield Corp	Sell	-76-1.7%	$387.00	4,315
Q4 2015Dec 31, 2015	VBR Vanguard Small-Cap Value ETF	Vanguard Small-Cap Value ETF	Sell	-86-2.2%	$397.00	3,757
Q4 2015Dec 31, 2015	IJH iShares Core S&P Mid-Cap ETF	iShares Core S&P Mid-Cap ETF	Sell	-102-2.1%	$679.00	4,688
Q4 2015Dec 31, 2015	IJR iShares Core S&P Small-Cap ETF	iShares Core S&P Small-Cap ETF	Sell	-118-2.4%	$538.00	4,719
Q4 2015Dec 31, 2015	FFBC First Financial Bancorp.	First Financial Bancorp.	Sell	-118-0.4%	$524.00	28,165
Q4 2015Dec 31, 2015	MCD McDonald's Corporation	McDonald's Corporation	Sell	-138-6.0%	$204.00	2,175
Q4 2015Dec 31, 2015	VB Vanguard Small-Cap ETF	Vanguard Small-Cap ETF	Sell	-264-12.9%	$208.00	1,787
Q4 2015Dec 31, 2015	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Sell	-370-15.6%	$355.00	1,997

Page 695 of 733 • 21977 total trades

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