- 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	REGN Regeneron Pharmaceuticals, Inc.	Regeneron Pharmaceuticals, Inc.	Sell - Position Exit	-527-100.0%	$0.00	-
Q4 2015Dec 31, 2015	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-712-22.5%	$231.00	2,451
Q4 2015Dec 31, 2015	GUNR FlexShares Global Upstream Natu	FlexShares Global Upstream Natu	Sell	-784-7.3%	$306.00	10,006
Q4 2015Dec 31, 2015	VEU Vanguard FTSE All World Ex US E	Vanguard FTSE All World Ex US E	Sell	-785-3.2%	$1.11K	23,660
Q4 2015Dec 31, 2015	IVV iShares Core S&P 500 ETF	iShares Core S&P 500 ETF	Sell	-804-10.7%	$1.39K	6,713
Q4 2015Dec 31, 2015	IBM International Business Machines	International Business Machines	Sell	-810-15.5%	$708.00	4,413
Q4 2015Dec 31, 2015	IVW iShares S&P 500 Growth ETF	iShares S&P 500 Growth ETF	Sell	-818-10.6%	$771.00	6,908
Q4 2015Dec 31, 2015	ORLY O'Reilly Automotive, Inc.	O'Reilly Automotive, Inc.	Sell - Position Exit	-855-100.0%	$0.00	-
Q4 2015Dec 31, 2015	INTC Intel Corporation	Intel Corporation	Sell	-919-5.9%	$532.00	14,673
Q4 2015Dec 31, 2015	XLE SPDR Select Sector Fund - Energ	SPDR Select Sector Fund - Energ	Sell	-924-22.0%	$260.00	3,281
Q4 2015Dec 31, 2015	F Ford Motor Company	Ford Motor Company	Sell	-986-4.2%	$346.00	22,354
Q4 2015Dec 31, 2015	EFA iShares MSCI EAFE ETF	iShares MSCI EAFE ETF	Sell	-1,018-11.2%	$492.00	8,079
Q4 2015Dec 31, 2015	PSX Phillips 66	Phillips 66	Sell	-1,051-25.2%	$224.00	3,118
Q4 2015Dec 31, 2015	IVE iShares S&P 500 Value ETF	iShares S&P 500 Value ETF	Sell	-1,070-9.7%	$937.00	9,990
Q4 2015Dec 31, 2015	LMT Lockheed Martin Corporation	Lockheed Martin Corporation	Sell - Position Exit	-1,125-100.0%	$0.00	-
Q4 2015Dec 31, 2015	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Sell	-1,316-12.7%	$566.00	9,047
Q4 2015Dec 31, 2015	AAPL Apple Inc.	Apple Inc.	Sell	-1,352-3.1%	$4.73K	42,872
Q4 2015Dec 31, 2015	BP BP p.l.c.	BP p.l.c.	Sell	-1,387-12.0%	$388.00	10,171
Q4 2015Dec 31, 2015	SDY SPDR S&P Dividend ETF	SPDR S&P Dividend ETF	Sell	-1,404-13.3%	$723.00	9,169
Q4 2015Dec 31, 2015	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-1,477-25.4%	$339.00	4,347
Q4 2015Dec 31, 2015	VSS Vanguard FTSE All-Wld ex-US SmC	Vanguard FTSE All-Wld ex-US SmC	Sell	-1,493-40.5%	$209.00	2,197
Q4 2015Dec 31, 2015	BIDU Baidu, Inc.	Baidu, Inc.	Sell - Position Exit	-1,661-100.0%	$0.00	-
Q4 2015Dec 31, 2015	VZ Verizon Communications Inc.	Verizon Communications Inc.	Sell	-1,661-22.0%	$276.00	5,898
Q4 2015Dec 31, 2015	HSIC Henry Schein, Inc.	Henry Schein, Inc.	Sell - Position Exit	-1,807-100.0%	$0.00	-
Q4 2015Dec 31, 2015	PPG PPG Industries, Inc.	PPG Industries, Inc.	Sell	-1,933-47.9%	$486.00	2,101
Q4 2015Dec 31, 2015	VTI Vanguard Total Stock Market ETF	Vanguard Total Stock Market ETF	Sell - Position Exit	-2,036-100.0%	$0.00	-
Q4 2015Dec 31, 2015	EPD Enterprise Products Partners L.	Enterprise Products Partners L.	Sell	-2,110-6.2%	$1.15K	31,741
Q4 2015Dec 31, 2015	NVS Novartis AG	Novartis AG	Sell - Position Exit	-2,227-100.0%	$0.00	-
Q4 2015Dec 31, 2015	RWX SPDR DJ Wilshire Intl Real Esta	SPDR DJ Wilshire Intl Real Esta	Sell	-2,317-30.7%	$217.00	5,226
Q4 2015Dec 31, 2015	WMT Walmart Inc.	Walmart Inc.	Sell	-2,414-8.6%	$2.19K	25,555

Page 696 of 733 • 21977 total trades

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