- 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
Q3 2015Sep 30, 2015	FNDF Schwab Fundamental Internationa	Schwab Fundamental Internationa	Buy	+57,607+30.9%	$5.79K	243,907
Q3 2015Sep 30, 2015	MOH Molina Healthcare Inc	Molina Healthcare Inc	Buy - Position Entry	+38,902	$2.68K	38,902
Q3 2015Sep 30, 2015	SCHE Schwab Emerging Markets Equity	Schwab Emerging Markets Equity	Buy	+31,430+17.8%	$4.20K	207,846
Q3 2015Sep 30, 2015	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Buy	+27,418+23.8%	$3.74K	142,485
Q3 2015Sep 30, 2015	SCHF Schwab International Equity ETF	Schwab International Equity ETF	Buy	+25,422+17.7%	$4.63K	169,058
Q3 2015Sep 30, 2015	EFV iShares MSCI EAFE Value ETF	iShares MSCI EAFE Value ETF	Buy	+22,743+12.1%	$9.75K	210,670
Q3 2015Sep 30, 2015	QAI NYLI Hedge Multi-Strategy Track	NYLI Hedge Multi-Strategy Track	Buy	+19,330+12.2%	$5.12K	177,869
Q3 2015Sep 30, 2015	SCHV Schwab U.S. Large-Cap Value ETF	Schwab U.S. Large-Cap Value ETF	Buy	+19,270+10.2%	$8.28K	207,862
Q3 2015Sep 30, 2015	RWO SPDR DJ Wilshire Global Real Es	SPDR DJ Wilshire Global Real Es	Buy	+19,039+2.7%	$32.45K	718,668
Q3 2015Sep 30, 2015	USDU WisdomTree Bloomberg U.S. Dolla	WisdomTree Bloomberg U.S. Dolla	Buy - Position Entry	+15,608	$450.00	15,608
Q3 2015Sep 30, 2015	SCHZ Schwab US Aggregate Bond ETF	Schwab US Aggregate Bond ETF	Buy	+12,881+9.9%	$7.46K	143,035
Q3 2015Sep 30, 2015	GII SPDR S&P Global Infrastructure	SPDR S&P Global Infrastructure	Buy	+11,582+12.7%	$4.41K	102,875
Q3 2015Sep 30, 2015	NUV Nuveen Municipal Value Fund, In	Nuveen Municipal Value Fund, In	Buy	+11,544+10.7%	$1.17K	119,147
Q3 2015Sep 30, 2015	SJM The J.M. Smucker Company	The J.M. Smucker Company	Buy	+10,203+96.6%	$2.37K	20,760
Q3 2015Sep 30, 2015	IWD iShares Russell 1000 Value ETF	iShares Russell 1000 Value ETF	Buy	+9,392+9.0%	$10.63K	113,935
Q3 2015Sep 30, 2015	FDX FedEx Corporation	FedEx Corporation	Buy - Position Entry	+9,115	$1.31K	9,115
Q3 2015Sep 30, 2015	TSN Tyson Foods, Inc.	Tyson Foods, Inc.	Buy	+8,000+26.9%	$1.63K	37,696
Q3 2015Sep 30, 2015	ACN Accenture plc	Accenture plc	Buy	+7,405+25.3%	$3.60K	36,666
Q3 2015Sep 30, 2015	DXJ WisdomTree Japan Hedged Equity	WisdomTree Japan Hedged Equity	Buy	+6,006+83.6%	$642.00	13,186
Q3 2015Sep 30, 2015	CAH Cardinal Health, Inc.	Cardinal Health, Inc.	Buy	+4,688+34.7%	$1.40K	18,190
Q3 2015Sep 30, 2015	EBAY eBay Inc.	eBay Inc.	Buy	+4,676+79.0%	$259.00	10,596
Q3 2015Sep 30, 2015	ALK Alaska Air Group, Inc.	Alaska Air Group, Inc.	Buy	+4,651+24.0%	$1.91K	24,007
Q3 2015Sep 30, 2015	GILD Gilead Sciences, Inc.	Gilead Sciences, Inc.	Buy	+3,741+14.6%	$2.89K	29,426
Q3 2015Sep 30, 2015	HON Honeywell International Inc.	Honeywell International Inc.	Buy	+3,638+26.2%	$1.66K	17,510
Q3 2015Sep 30, 2015	SCHC Schwab International Small-Cap	Schwab International Small-Cap	Buy	+3,548+24.3%	$517.00	18,121
Q3 2015Sep 30, 2015	SPY SPDR S&P 500	SPDR S&P 500	Buy	+3,432+55.3%	$1.85K	9,638
Q3 2015Sep 30, 2015	ADBE Adobe Inc.	Adobe Inc.	Buy - Position Entry	+2,582	$212.00	2,582
Q3 2015Sep 30, 2015	RWX SPDR DJ Wilshire Intl Real Esta	SPDR DJ Wilshire Intl Real Esta	Buy	+2,419+47.2%	$297.00	7,543
Q3 2015Sep 30, 2015	LANC Lancaster Colony Corporation	Lancaster Colony Corporation	Buy - Position Entry	+2,159	$210.00	2,159
Q3 2015Sep 30, 2015	PFF iShares Preferred and Income Se	iShares Preferred and Income Se	Buy	+2,037+13.9%	$645.00	16,718

Page 699 of 733 • 21977 total trades

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