- 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	INTC Intel Corporation	Intel Corporation	Buy	+1,163+8.1%	$470.00	15,458
Q2 2015Jun 30, 2015	WFC Wells Fargo & Company	Wells Fargo & Company	Buy	+1,125+12.4%	$572.00	10,163
Q2 2015Jun 30, 2015	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Buy	+977+3.9%	$588.00	25,879
Q2 2015Jun 30, 2015	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Buy	+894+5.3%	$1.40K	17,840
Q2 2015Jun 30, 2015	CAH Cardinal Health, Inc.	Cardinal Health, Inc.	Buy	+882+7.0%	$1.13K	13,502
Q2 2015Jun 30, 2015	EBAY eBay Inc.	eBay Inc.	Buy	+850+16.8%	$357.00	5,920
Q2 2015Jun 30, 2015	CVX Chevron Corporation	Chevron Corporation	Buy	+752+14.6%	$569.00	5,895
Q2 2015Jun 30, 2015	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy	+709+6.8%	$750.00	11,069
Q2 2015Jun 30, 2015	MRK Merck & Company, Inc.	Merck & Company, Inc.	Buy	+617+4.5%	$819.00	14,381
Q2 2015Jun 30, 2015	IBB iShares Biotechnology ETF	iShares Biotechnology ETF	Buy - Position Entry	+597	$220.00	597
Q2 2015Jun 30, 2015	CLX Clorox Company (The)	Clorox Company (The)	Buy	+571+25.2%	$296.00	2,841
Q2 2015Jun 30, 2015	WMT Walmart Inc.	Walmart Inc.	Buy	+551+2.0%	$1.97K	27,752
Q2 2015Jun 30, 2015	REGN Regeneron Pharmaceuticals, Inc.	Regeneron Pharmaceuticals, Inc.	Buy - Position Entry	+517	$264.00	517
Q2 2015Jun 30, 2015	BIDU Baidu, Inc.	Baidu, Inc.	Buy	+500+39.7%	$350.00	1,759
Q2 2015Jun 30, 2015	VNQ Vanguard Real Estate ETF	Vanguard Real Estate ETF	Buy	+484+19.1%	$225.00	3,013
Q2 2015Jun 30, 2015	SPSB SPDR Portfolio Short Term Corpo	SPDR Portfolio Short Term Corpo	Buy	+460+3.9%	$378.00	12,362
Q2 2015Jun 30, 2015	MCD McDonald's Corporation	McDonald's Corporation	Buy	+430+20.7%	$238.00	2,508
Q2 2015Jun 30, 2015	SJM The J.M. Smucker Company	The J.M. Smucker Company	Buy	+417+4.1%	$1.14K	10,557
Q2 2015Jun 30, 2015	BP BP p.l.c.	BP p.l.c.	Buy	+405+4.0%	$418.00	10,462
Q2 2015Jun 30, 2015	PAA Plains All American Pipeline, L	Plains All American Pipeline, L	Buy	+387+7.3%	$248.00	5,703
Q2 2015Jun 30, 2015	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Buy	+342+17.0%	$413.00	2,350
Q2 2015Jun 30, 2015	ITUB Itau Unibanco Banco Holding SA	Itau Unibanco Banco Holding SA	Buy	+335+2.0%	$188.00	17,214
Q2 2015Jun 30, 2015	VSS Vanguard FTSE All-Wld ex-US SmC	Vanguard FTSE All-Wld ex-US SmC	Buy	+271+7.2%	$413.00	4,050
Q2 2015Jun 30, 2015	UPS United Parcel Service, Inc.	United Parcel Service, Inc.	Buy	+255+2.5%	$1.01K	10,377
Q2 2015Jun 30, 2015	PSX Phillips 66	Phillips 66	Buy	+231+5.4%	$362.00	4,497
Q2 2015Jun 30, 2015	NEE NextEra Energy, Inc.	NextEra Energy, Inc.	Buy	+203+7.3%	$292.00	2,981
Q2 2015Jun 30, 2015	IBM International Business Machines	International Business Machines	Buy	+190+3.9%	$833.00	5,123
Q2 2015Jun 30, 2015	C Citigroup, Inc.	Citigroup, Inc.	Buy	+177+4.1%	$250.00	4,534
Q2 2015Jun 30, 2015	SLB Schlumberger N.V.	Schlumberger N.V.	Buy	+104+2.5%	$368.00	4,266
Q2 2015Jun 30, 2015	ET Energy Transfer LP	Energy Transfer LP	Buy	+78+1.6%	$309.00	4,817

Page 706 of 733 • 21977 total trades

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