- 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	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+68+1.5%	$644.00	4,728
Q2 2015Jun 30, 2015	VEU Vanguard FTSE All World Ex US E	Vanguard FTSE All World Ex US E	Buy	+66+0.3%	$1.22K	25,065
Q2 2015Jun 30, 2015	AMGN Amgen Inc.	Amgen Inc.	Buy	+60+1.1%	$857.00	5,582
Q2 2015Jun 30, 2015	COF Capital One Financial Corporati	Capital One Financial Corporati	Buy	+49+1.7%	$252.00	2,869
Q2 2015Jun 30, 2015	CVS CVS Health Corporation	CVS Health Corporation	Buy	+45+1.7%	$281.00	2,677
Q2 2015Jun 30, 2015	EPD Enterprise Products Partners L.	Enterprise Products Partners L.	Buy	+33+0.1%	$1.04K	34,974
Q2 2015Jun 30, 2015	VB Vanguard Small-Cap ETF	Vanguard Small-Cap ETF	Buy	+32+1.6%	$253.00	2,083
Q2 2015Jun 30, 2015	GUNR FlexShares Global Upstream Natu	FlexShares Global Upstream Natu	Buy	+31+0.3%	$293.00	9,834
Q2 2015Jun 30, 2015	IVW iShares S&P 500 Growth ETF	iShares S&P 500 Growth ETF	Buy	+19+0.3%	$826.00	7,258
Q2 2015Jun 30, 2015	XLE SPDR Select Sector Fund - Energ	SPDR Select Sector Fund - Energ	Buy	+15+0.4%	$316.00	4,198
Q2 2015Jun 30, 2015	IJH iShares Core S&P Mid-Cap ETF	iShares Core S&P Mid-Cap ETF	Buy	+12+0.3%	$695.00	4,635
Q2 2015Jun 30, 2015	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+10+0.4%	$318.00	2,787
Q2 2015Jun 30, 2015	IMO Imperial Oil Limited	Imperial Oil Limited	Buy	+9+0.2%	$205.00	5,314
Q2 2015Jun 30, 2015	BUD Anheuser-Busch Inbev SA Sponsor	Anheuser-Busch Inbev SA Sponsor	Buy	+8+0.5%	$211.00	1,749
Q2 2015Jun 30, 2015	IVE iShares S&P 500 Value ETF	iShares S&P 500 Value ETF	Buy	+7+0.1%	$953.00	10,340
Q2 2015Jun 30, 2015	IJR iShares Core S&P Small-Cap ETF	iShares Core S&P Small-Cap ETF	Buy	+7+0.2%	$545.00	4,625
Q2 2015Jun 30, 2015	SAP SAP SE	SAP SE	Buy	+4+0.1%	$314.00	4,474
Q2 2015Jun 30, 2015	HYG iShares iBoxx $ High Yield Corp	iShares iBoxx $ High Yield Corp	Buy	+3+0.1%	$384.00	4,323
Q2 2015Jun 30, 2015	BA Boeing Company (The)	Boeing Company (The)	Sell	-2-0.1%	$347.00	2,503
Q2 2015Jun 30, 2015	FLOT iShares Floating Rate Bond ETF	iShares Floating Rate Bond ETF	Sell	-5-0.1%	$442.00	8,727
Q2 2015Jun 30, 2015	IEI iShares 3-7 Year Treasury Bond	iShares 3-7 Year Treasury Bond	Sell	-6-0.3%	$228.00	1,858
Q2 2015Jun 30, 2015	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Sell	-15-0.3%	$336.00	5,055
Q2 2015Jun 30, 2015	TDTT FlexShares iBoxx 3 Year Target	FlexShares iBoxx 3 Year Target	Sell	-39-0.1%	$762.00	31,008
Q2 2015Jun 30, 2015	ILCG iShares Morningstar Large-Cap G	iShares Morningstar Large-Cap G	Sell	-63-2.0%	$370.00	3,116
Q2 2015Jun 30, 2015	NVO Novo Nordisk A/S	Novo Nordisk A/S	Sell	-112-2.1%	$291.00	5,317
Q2 2015Jun 30, 2015	VOD Vodafone Group Plc	Vodafone Group Plc	Sell	-128-0.7%	$671.00	18,419
Q2 2015Jun 30, 2015	F Ford Motor Company	Ford Motor Company	Sell	-135-0.6%	$366.00	24,363
Q2 2015Jun 30, 2015	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Sell	-147-6.4%	$233.00	2,138
Q2 2015Jun 30, 2015	IBN ICICI Bank Limited	ICICI Bank Limited	Sell	-152-0.5%	$300.00	28,774
Q2 2015Jun 30, 2015	IWF iShares Russell 1000 Growth ETF	iShares Russell 1000 Growth ETF	Sell	-162-1.7%	$955.00	9,647

Page 707 of 733 • 21977 total trades

«‹

705 706 707 708 709

›»