- 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	BA Boeing Company (The)	Boeing Company (The)	Sell	-307-12.3%	$288.00	2,196
Q3 2015Sep 30, 2015	SAP SAP SE	SAP SE	Sell	-309-6.9%	$270.00	4,165
Q3 2015Sep 30, 2015	PSX Phillips 66	Phillips 66	Sell	-328-7.3%	$320.00	4,169
Q3 2015Sep 30, 2015	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-340-5.5%	$524.00	5,824
Q3 2015Sep 30, 2015	NVO Novo Nordisk A/S	Novo Nordisk A/S	Sell	-342-6.4%	$270.00	4,975
Q3 2015Sep 30, 2015	VSS Vanguard FTSE All-Wld ex-US SmC	Vanguard FTSE All-Wld ex-US SmC	Sell	-360-8.9%	$335.00	3,690
Q3 2015Sep 30, 2015	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Sell	-422-8.3%	$274.00	4,633
Q3 2015Sep 30, 2015	C Citigroup, Inc.	Citigroup, Inc.	Sell	-427-9.4%	$204.00	4,107
Q3 2015Sep 30, 2015	COP ConocoPhillips	ConocoPhillips	Sell	-506-3.5%	$670.00	13,977
Q3 2015Sep 30, 2015	LQD iShares iBoxx $ Investment Grad	iShares iBoxx $ Investment Grad	Sell	-511-7.1%	$774.00	6,665
Q3 2015Sep 30, 2015	WFC Wells Fargo & Company	Wells Fargo & Company	Sell	-514-5.1%	$495.00	9,649
Q3 2015Sep 30, 2015	CVS CVS Health Corporation	CVS Health Corporation	Sell	-518-19.4%	$208.00	2,159
Q3 2015Sep 30, 2015	SBUX Starbucks Corporation	Starbucks Corporation	Sell	-589-3.9%	$832.00	14,639
Q3 2015Sep 30, 2015	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Sell	-594-3.5%	$1.21K	16,245
Q3 2015Sep 30, 2015	IBB iShares Biotechnology ETF	iShares Biotechnology ETF	Sell - Position Exit	-597-100.0%	$0.00	-
Q3 2015Sep 30, 2015	VEU Vanguard FTSE All World Ex US E	Vanguard FTSE All World Ex US E	Sell	-620-2.5%	$1.04K	24,445
Q3 2015Sep 30, 2015	HBAN Huntington Bancshares Incorpora	Huntington Bancshares Incorpora	Sell	-630-0.3%	$2.60K	245,570
Q3 2015Sep 30, 2015	KMI Kinder Morgan, Inc.	Kinder Morgan, Inc.	Sell	-674-5.0%	$357.00	12,909
Q3 2015Sep 30, 2015	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Sell	-706-6.4%	$632.00	10,363
Q3 2015Sep 30, 2015	MRK Merck & Company, Inc.	Merck & Company, Inc.	Sell	-761-5.3%	$673.00	13,620
Q3 2015Sep 30, 2015	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-973-4.6%	$629.00	20,011
Q3 2015Sep 30, 2015	F Ford Motor Company	Ford Motor Company	Sell	-1,023-4.2%	$317.00	23,340
Q3 2015Sep 30, 2015	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-1,114-3.0%	$1.61K	36,396
Q3 2015Sep 30, 2015	EPD Enterprise Products Partners L.	Enterprise Products Partners L.	Sell	-1,123-3.2%	$843.00	33,851
Q3 2015Sep 30, 2015	AAPL Apple Inc.	Apple Inc.	Sell	-1,155-2.5%	$4.88K	44,224
Q3 2015Sep 30, 2015	GD General Dynamics Corporation	General Dynamics Corporation	Sell - Position Exit	-1,519-100.0%	$0.00	-
Q3 2015Sep 30, 2015	ROK Rockwell Automation, Inc.	Rockwell Automation, Inc.	Sell - Position Exit	-1,614-100.0%	$0.00	-
Q3 2015Sep 30, 2015	GLD SPDR Gold Trust	SPDR Gold Trust	Sell	-1,656-6.1%	$2.74K	25,628
Q3 2015Sep 30, 2015	BUD Anheuser-Busch Inbev SA Sponsor	Anheuser-Busch Inbev SA Sponsor	Sell - Position Exit	-1,749-100.0%	$0.00	-
Q3 2015Sep 30, 2015	BBVA Banco Bilbao Vizcaya Argentaria	Banco Bilbao Vizcaya Argentaria	Sell	-1,825-10.5%	$131.00	15,617

Page 702 of 733 • 21977 total trades

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