- Sequoia Financial Advisors Portfolio

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 2025Mar 31, 2025	BXP BXP, Inc.	BXP, Inc.	Sell	-60-1.6%	$242.32K	3,607
Q1 2025Mar 31, 2025	IUSG iShares Core S&P U.S. Growth ET	iShares Core S&P U.S. Growth ET	Sell	-61-0.4%	$2.00M	15,714
Q1 2025Mar 31, 2025	ABCB Ameris Bancorp	Ameris Bancorp	Sell	-62-1.7%	$212.21K	3,686
Q1 2025Mar 31, 2025	FWONA Liberty Media Corporation - Ser	Liberty Media Corporation - Ser	Sell	-64-1.6%	$329.79K	4,048
Q1 2025Mar 31, 2025	WSO Watsco, Inc.	Watsco, Inc.	Sell	-70-9.3%	$346.79K	682
Q1 2025Mar 31, 2025	FWONK Liberty Media Corporation - Ser	Liberty Media Corporation - Ser	Sell	-71-1.5%	$433.40K	4,815
Q1 2025Mar 31, 2025	RS Reliance, Inc.	Reliance, Inc.	Sell	-72-2.8%	$730.71K	2,531
Q1 2025Mar 31, 2025	LMT Lockheed Martin Corporation	Lockheed Martin Corporation	Sell	-73-0.6%	$5.74M	12,850
Q1 2025Mar 31, 2025	LBRDK Liberty Broadband Corporation	Liberty Broadband Corporation	Sell	-73-0.6%	$964.72K	11,343
Q1 2025Mar 31, 2025	EFX Equifax, Inc.	Equifax, Inc.	Sell	-78-5.5%	$325.04K	1,335
Q1 2025Mar 31, 2025	TOL Toll Brothers, Inc.	Toll Brothers, Inc.	Sell	-79-3.7%	$217.09K	2,056
Q1 2025Mar 31, 2025	GMAB Genmab A/S	Genmab A/S	Sell	-81-0.4%	$433.18K	22,123
Q1 2025Mar 31, 2025	BW Babcock & Wilcox Enterprises, I	Babcock & Wilcox Enterprises, I	Sell	-81-0.5%	$10.74K	15,976
Q1 2025Mar 31, 2025	UHAL-B U-Haul Holding Company Series N	U-Haul Holding Company Series N	Sell	-84-1.7%	$286.52K	4,841
Q1 2025Mar 31, 2025	ALK Alaska Air Group, Inc.	Alaska Air Group, Inc.	Sell	-89-1.7%	$260.47K	5,292
Q1 2025Mar 31, 2025	COOP Mr. Cooper Group Inc.	Mr. Cooper Group Inc.	Sell	-90-4.2%	$243.63K	2,037
Q1 2025Mar 31, 2025	CASY Caseys General Stores, Inc.	Caseys General Stores, Inc.	Sell	-91-3.1%	$1.24M	2,860
Q1 2025Mar 31, 2025	POOL Pool Corporation	Pool Corporation	Sell	-92-4.0%	$696.57K	2,188
Q1 2025Mar 31, 2025	IMO Imperial Oil Limited	Imperial Oil Limited	Sell	-93-2.4%	$276.48K	3,823
Q1 2025Mar 31, 2025	AFRM Affirm Holdings, Inc.	Affirm Holdings, Inc.	Sell	-96-0.8%	$529.27K	11,712
Q1 2025Mar 31, 2025	IUSV iShares Core S&P U.S. Value ETF	iShares Core S&P U.S. Value ETF	Sell	-97-0.7%	$1.28M	13,864
Q1 2025Mar 31, 2025	TRGP Targa Resources, Inc.	Targa Resources, Inc.	Sell	-99-2.1%	$940.31K	4,691
Q1 2025Mar 31, 2025	VFH Vanguard Financials ETF	Vanguard Financials ETF	Sell	-99-2.3%	$493.10K	4,127
Q1 2025Mar 31, 2025	NGG National Grid Transco, PLC Nati	National Grid Transco, PLC Nati	Sell	-102-0.9%	$748.56K	11,409
Q1 2025Mar 31, 2025	MKL Markel Group Inc.	Markel Group Inc.	Sell	-103-6.4%	$2.83M	1,514
Q1 2025Mar 31, 2025	EMN Eastman Chemical Company	Eastman Chemical Company	Sell	-104-3.9%	$226.97K	2,576
Q1 2025Mar 31, 2025	BALL Ball Corporation	Ball Corporation	Sell	-107-2.2%	$248.10K	4,765
Q1 2025Mar 31, 2025	CLBK Columbia Financial, Inc.	Columbia Financial, Inc.	Sell	-108-0.7%	$240.44K	16,029
Q1 2025Mar 31, 2025	ESE ESCO Technologies Inc.	ESCO Technologies Inc.	Sell	-109-4.7%	$351.97K	2,212
Q1 2025Mar 31, 2025	FSS Federal Signal Corporation	Federal Signal Corporation	Sell	-109-3.4%	$224.92K	3,058

Page 70 of 733 • 21977 total trades

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