- 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	VTI Vanguard Total Stock Market ETF	Vanguard Total Stock Market ETF	Buy - Position Entry	+2,036	$201.00	2,036
Q3 2015Sep 30, 2015	NWBI Northwest Bancshares, Inc.	Northwest Bancshares, Inc.	Buy	+2,000+7.3%	$381.00	29,346
Q3 2015Sep 30, 2015	SCHA Schwab U.S. Small-Cap ETF	Schwab U.S. Small-Cap ETF	Buy	+1,963+7.1%	$1.50K	29,577
Q3 2015Sep 30, 2015	HSIC Henry Schein, Inc.	Henry Schein, Inc.	Buy - Position Entry	+1,807	$240.00	1,807
Q3 2015Sep 30, 2015	T AT&T Inc.	AT&T Inc.	Buy	+1,771+7.8%	$797.00	24,470
Q3 2015Sep 30, 2015	LMT Lockheed Martin Corporation	Lockheed Martin Corporation	Buy - Position Entry	+1,125	$233.00	1,125
Q3 2015Sep 30, 2015	BP BP p.l.c.	BP p.l.c.	Buy	+1,096+10.5%	$353.00	11,558
Q3 2015Sep 30, 2015	GUNR FlexShares Global Upstream Natu	FlexShares Global Upstream Natu	Buy	+956+9.7%	$253.00	10,790
Q3 2015Sep 30, 2015	ORLY O'Reilly Automotive, Inc.	O'Reilly Automotive, Inc.	Buy - Position Entry	+855	$214.00	855
Q3 2015Sep 30, 2015	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+825+22.9%	$355.00	4,422
Q3 2015Sep 30, 2015	IVE iShares S&P 500 Value ETF	iShares S&P 500 Value ETF	Buy	+720+7.0%	$929.00	11,060
Q3 2015Sep 30, 2015	IVV iShares Core S&P 500 ETF	iShares Core S&P 500 ETF	Buy	+690+10.1%	$1.45K	7,517
Q3 2015Sep 30, 2015	ITUB Itau Unibanco Banco Holding SA	Itau Unibanco Banco Holding SA	Buy	+612+3.6%	$118.00	17,826
Q3 2015Sep 30, 2015	IVW iShares S&P 500 Growth ETF	iShares S&P 500 Growth ETF	Buy	+468+6.4%	$833.00	7,726
Q3 2015Sep 30, 2015	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Buy	+461+21.6%	$285.00	2,599
Q3 2015Sep 30, 2015	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+376+13.5%	$323.00	3,163
Q3 2015Sep 30, 2015	VWO Vanguard FTSE Emerging Markets	Vanguard FTSE Emerging Markets	Buy	+363+1.4%	$848.00	25,641
Q3 2015Sep 30, 2015	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Buy	+298+1.2%	$543.00	26,177
Q3 2015Sep 30, 2015	EFA iShares MSCI EAFE ETF	iShares MSCI EAFE ETF	Buy	+289+3.3%	$521.00	9,097
Q3 2015Sep 30, 2015	PPG PPG Industries, Inc.	PPG Industries, Inc.	Buy	+272+7.2%	$354.00	4,034
Q3 2015Sep 30, 2015	WMT Walmart Inc.	Walmart Inc.	Buy	+217+0.8%	$1.81K	27,969
Q3 2015Sep 30, 2015	IJR iShares Core S&P Small-Cap ETF	iShares Core S&P Small-Cap ETF	Buy	+212+4.6%	$515.00	4,837
Q3 2015Sep 30, 2015	KO Coca-Cola Company (The)	Coca-Cola Company (The)	Buy	+195+2.7%	$303.00	7,550
Q3 2015Sep 30, 2015	ABT Abbott Laboratories	Abbott Laboratories	Buy	+181+1.8%	$402.00	9,993
Q3 2015Sep 30, 2015	TDTT FlexShares iBoxx 3 Year Target	FlexShares iBoxx 3 Year Target	Buy	+168+0.5%	$760.00	31,176
Q3 2015Sep 30, 2015	JNJ Johnson & Johnson	Johnson & Johnson	Buy	+160+1.3%	$1.12K	12,012
Q3 2015Sep 30, 2015	IJH iShares Core S&P Mid-Cap ETF	iShares Core S&P Mid-Cap ETF	Buy	+155+3.3%	$654.00	4,790
Q3 2015Sep 30, 2015	USB U.S. Bancorp	U.S. Bancorp	Buy	+145+1.7%	$356.00	8,687
Q3 2015Sep 30, 2015	INTC Intel Corporation	Intel Corporation	Buy	+134+0.9%	$470.00	15,592
Q3 2015Sep 30, 2015	V Visa Inc.	Visa Inc.	Buy	+127+2.1%	$421.00	6,041

Page 700 of 733 • 21977 total trades

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