- 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	IBM International Business Machines	International Business Machines	Buy	+100+2.0%	$757.00	5,223
Q3 2015Sep 30, 2015	NVS Novartis AG	Novartis AG	Buy	+91+4.3%	$205.00	2,227
Q3 2015Sep 30, 2015	VOD Vodafone Group Plc	Vodafone Group Plc	Buy	+72+0.4%	$587.00	18,491
Q3 2015Sep 30, 2015	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Buy	+71+1.8%	$292.00	4,093
Q3 2015Sep 30, 2015	HYG iShares iBoxx $ High Yield Corp	iShares iBoxx $ High Yield Corp	Buy	+68+1.6%	$366.00	4,391
Q3 2015Sep 30, 2015	AMGN Amgen Inc.	Amgen Inc.	Buy	+63+1.1%	$781.00	5,645
Q3 2015Sep 30, 2015	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Buy	+17+0.7%	$385.00	2,367
Q3 2015Sep 30, 2015	REGN Regeneron Pharmaceuticals, Inc.	Regeneron Pharmaceuticals, Inc.	Buy	+10+1.9%	$245.00	527
Q3 2015Sep 30, 2015	XLE SPDR Select Sector Fund - Energ	SPDR Select Sector Fund - Energ	Buy	+7+0.2%	$257.00	4,205
Q3 2015Sep 30, 2015	UPS United Parcel Service, Inc.	United Parcel Service, Inc.	Buy	+1+0.0%	$1.02K	10,378
Q3 2015Sep 30, 2015	CVX Chevron Corporation	Chevron Corporation	Sell	-6-0.1%	$465.00	5,889
Q3 2015Sep 30, 2015	IEI iShares 3-7 Year Treasury Bond	iShares 3-7 Year Treasury Bond	Sell	-11-0.6%	$230.00	1,847
Q3 2015Sep 30, 2015	ORCL Oracle Corporation	Oracle Corporation	Sell	-13-0.1%	$432.00	11,961
Q3 2015Sep 30, 2015	VZ Verizon Communications Inc.	Verizon Communications Inc.	Sell	-32-0.4%	$329.00	7,559
Q3 2015Sep 30, 2015	VB Vanguard Small-Cap ETF	Vanguard Small-Cap ETF	Sell	-32-1.5%	$221.00	2,051
Q3 2015Sep 30, 2015	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-40-4.9%	$398.00	777
Q3 2015Sep 30, 2015	ILCG iShares Morningstar Large-Cap G	iShares Morningstar Large-Cap G	Sell	-55-1.8%	$343.00	3,061
Q3 2015Sep 30, 2015	MUB iShares National Muni Bond ETF	iShares National Muni Bond ETF	Sell	-56-1.2%	$494.00	4,513
Q3 2015Sep 30, 2015	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Sell	-63-0.4%	$1.28K	17,777
Q3 2015Sep 30, 2015	SDY SPDR S&P Dividend ETF	SPDR S&P Dividend ETF	Sell	-98-0.9%	$763.00	10,573
Q3 2015Sep 30, 2015	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-98-5.6%	$228.00	1,661
Q3 2015Sep 30, 2015	PEP Pepsico, Inc.	Pepsico, Inc.	Sell	-116-1.1%	$1.02K	10,805
Q3 2015Sep 30, 2015	VNQ Vanguard Real Estate ETF	Vanguard Real Estate ETF	Sell	-194-6.4%	$213.00	2,819
Q3 2015Sep 30, 2015	MCD McDonald's Corporation	McDonald's Corporation	Sell	-195-7.8%	$228.00	2,313
Q3 2015Sep 30, 2015	SLB Schlumberger N.V.	Schlumberger N.V.	Sell	-199-4.7%	$280.00	4,067
Q3 2015Sep 30, 2015	NKE Nike, Inc.	Nike, Inc.	Sell	-246-5.5%	$517.00	4,207
Q3 2015Sep 30, 2015	WPP WPP plc	WPP plc	Sell	-247-7.1%	$337.00	3,244
Q3 2015Sep 30, 2015	FFBC First Financial Bancorp.	First Financial Bancorp.	Sell	-247-0.9%	$540.00	28,283
Q3 2015Sep 30, 2015	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-248-5.2%	$584.00	4,480
Q3 2015Sep 30, 2015	CNI Canadian National Railway Compa	Canadian National Railway Compa	Sell	-290-7.4%	$206.00	3,633

Page 701 of 733 • 21977 total trades

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