- 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
Q2 2015Jun 30, 2015	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+3,067+8.9%	$1.66K	37,510
Q2 2015Jun 30, 2015	SHW Sherwin-Williams Company (The)	Sherwin-Williams Company (The)	Buy - Position Entry	+3,030	$833.00	3,030
Q2 2015Jun 30, 2015	NWBI Northwest Bancshares, Inc.	Northwest Bancshares, Inc.	Buy	+3,000+12.3%	$351.00	27,346
Q2 2015Jun 30, 2015	OXY Occidental Petroleum Corporatio	Occidental Petroleum Corporatio	Buy - Position Entry	+2,906	$226.00	2,906
Q2 2015Jun 30, 2015	XLK SPDR Select Sector Fund - Techn	SPDR Select Sector Fund - Techn	Buy	+2,382+46.8%	$309.00	7,474
Q2 2015Jun 30, 2015	TRV The Travelers Companies, Inc.	The Travelers Companies, Inc.	Buy - Position Entry	+2,307	$223.00	2,307
Q2 2015Jun 30, 2015	NVS Novartis AG	Novartis AG	Buy - Position Entry	+2,136	$210.00	2,136
Q2 2015Jun 30, 2015	NKE Nike, Inc.	Nike, Inc.	Buy	+2,099+89.2%	$481.00	4,453
Q2 2015Jun 30, 2015	TSN Tyson Foods, Inc.	Tyson Foods, Inc.	Buy	+1,961+7.1%	$1.27K	29,696
Q2 2015Jun 30, 2015	JNJ Johnson & Johnson	Johnson & Johnson	Buy	+1,892+19.0%	$1.16K	11,852
Q2 2015Jun 30, 2015	QCOM QUALCOMM Incorporated	QUALCOMM Incorporated	Buy	+1,823+6.2%	$1.95K	31,061
Q2 2015Jun 30, 2015	PPG PPG Industries, Inc.	PPG Industries, Inc.	Buy	+1,811+92.8%	$432.00	3,762
Q2 2015Jun 30, 2015	T AT&T Inc.	AT&T Inc.	Buy	+1,743+8.3%	$806.00	22,699
Q2 2015Jun 30, 2015	ROK Rockwell Automation, Inc.	Rockwell Automation, Inc.	Buy - Position Entry	+1,614	$201.00	1,614
Q2 2015Jun 30, 2015	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+1,594+34.9%	$529.00	6,164
Q2 2015Jun 30, 2015	SCHX Schwab U.S. Large-Cap ETF	Schwab U.S. Large-Cap ETF	Buy	+1,587+6.6%	$1.26K	25,597
Q2 2015Jun 30, 2015	PFE Pfizer, Inc.	Pfizer, Inc.	Buy	+1,580+8.1%	$704.00	20,984
Q2 2015Jun 30, 2015	AAPL Apple Inc.	Apple Inc.	Buy	+1,521+3.5%	$5.69K	45,379
Q2 2015Jun 30, 2015	GD General Dynamics Corporation	General Dynamics Corporation	Buy - Position Entry	+1,519	$215.00	1,519
Q2 2015Jun 30, 2015	SDY SPDR S&P Dividend ETF	SPDR S&P Dividend ETF	Buy	+1,501+16.4%	$813.00	10,671
Q2 2015Jun 30, 2015	USB U.S. Bancorp	U.S. Bancorp	Buy	+1,365+19.0%	$371.00	8,542
Q2 2015Jun 30, 2015	COP ConocoPhillips	ConocoPhillips	Buy	+1,342+10.2%	$889.00	14,483
Q2 2015Jun 30, 2015	VZ Verizon Communications Inc.	Verizon Communications Inc.	Buy	+1,335+21.3%	$354.00	7,591
Q2 2015Jun 30, 2015	HON Honeywell International Inc.	Honeywell International Inc.	Buy	+1,310+10.4%	$1.41K	13,872
Q2 2015Jun 30, 2015	VWO Vanguard FTSE Emerging Markets	Vanguard FTSE Emerging Markets	Buy	+1,297+5.4%	$1.03K	25,278
Q2 2015Jun 30, 2015	PEP Pepsico, Inc.	Pepsico, Inc.	Buy	+1,265+13.1%	$1.02K	10,921
Q2 2015Jun 30, 2015	ALK Alaska Air Group, Inc.	Alaska Air Group, Inc.	Buy	+1,257+6.9%	$1.25K	19,356
Q2 2015Jun 30, 2015	VEA Vanguard FTSE Developed Markets	Vanguard FTSE Developed Markets	Buy	+1,203+6.5%	$778.00	19,617
Q2 2015Jun 30, 2015	GILD Gilead Sciences, Inc.	Gilead Sciences, Inc.	Buy	+1,179+4.8%	$3.01K	25,685
Q2 2015Jun 30, 2015	PNC PNC Financial Services Group, I	PNC Financial Services Group, I	Buy	+1,174+5.2%	$2.29K	23,909

Page 705 of 733 • 21977 total trades

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