- 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
Q1 2015Mar 31, 2015	VYM Vanguard High Dividend Yield ET	Vanguard High Dividend Yield ET	Buy - Position Entry	+3,028	$207.00	3,028
Q1 2015Mar 31, 2015	KO Coca-Cola Company (The)	Coca-Cola Company (The)	Buy	+2,964+60.7%	$318.00	7,850
Q1 2015Mar 31, 2015	MRK Merck & Company, Inc.	Merck & Company, Inc.	Buy	+2,908+26.8%	$791.00	13,764
Q1 2015Mar 31, 2015	NEE NextEra Energy, Inc.	NextEra Energy, Inc.	Buy - Position Entry	+2,778	$289.00	2,778
Q1 2015Mar 31, 2015	VNQ Vanguard Real Estate ETF	Vanguard Real Estate ETF	Buy - Position Entry	+2,529	$213.00	2,529
Q1 2015Mar 31, 2015	PEP Pepsico, Inc.	Pepsico, Inc.	Buy	+2,397+33.0%	$923.00	9,656
Q1 2015Mar 31, 2015	NKE Nike, Inc.	Nike, Inc.	Buy - Position Entry	+2,354	$236.00	2,354
Q1 2015Mar 31, 2015	CLX Clorox Company (The)	Clorox Company (The)	Buy - Position Entry	+2,270	$251.00	2,270
Q1 2015Mar 31, 2015	F Ford Motor Company	Ford Motor Company	Buy	+2,144+9.6%	$395.00	24,498
Q1 2015Mar 31, 2015	CVX Chevron Corporation	Chevron Corporation	Buy	+2,093+68.6%	$540.00	5,143
Q1 2015Mar 31, 2015	VTI Vanguard Total Stock Market ETF	Vanguard Total Stock Market ETF	Buy - Position Entry	+2,078	$223.00	2,078
Q1 2015Mar 31, 2015	COP ConocoPhillips	ConocoPhillips	Buy	+2,061+18.6%	$818.00	13,141
Q1 2015Mar 31, 2015	ORCL Oracle Corporation	Oracle Corporation	Buy	+2,032+39.8%	$308.00	7,133
Q1 2015Mar 31, 2015	WFC Wells Fargo & Company	Wells Fargo & Company	Buy	+1,888+26.4%	$492.00	9,038
Q1 2015Mar 31, 2015	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Buy	+1,883+12.5%	$1.39K	16,946
Q1 2015Mar 31, 2015	WMT Walmart Inc.	Walmart Inc.	Buy	+1,646+6.4%	$2.24K	27,201
Q1 2015Mar 31, 2015	USB U.S. Bancorp	U.S. Bancorp	Buy	+1,644+29.7%	$313.00	7,177
Q1 2015Mar 31, 2015	VSS Vanguard FTSE All-Wld ex-US SmC	Vanguard FTSE All-Wld ex-US SmC	Buy	+1,582+72.0%	$375.00	3,779
Q1 2015Mar 31, 2015	SPSB SPDR Portfolio Short Term Corpo	SPDR Portfolio Short Term Corpo	Buy	+1,526+14.7%	$366.00	11,902
Q1 2015Mar 31, 2015	MMM 3M Company	3M Company	Buy - Position Entry	+1,487	$245.00	1,487
Q1 2015Mar 31, 2015	VEU Vanguard FTSE All World Ex US E	Vanguard FTSE All World Ex US E	Buy	+1,339+5.7%	$1.22K	24,999
Q1 2015Mar 31, 2015	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Buy	+1,320+7.4%	$2.75K	19,169
Q1 2015Mar 31, 2015	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy	+1,313+14.5%	$628.00	10,360
Q1 2015Mar 31, 2015	BIDU Baidu, Inc.	Baidu, Inc.	Buy - Position Entry	+1,259	$262.00	1,259
Q1 2015Mar 31, 2015	PSX Phillips 66	Phillips 66	Buy	+1,148+36.8%	$335.00	4,266
Q1 2015Mar 31, 2015	SPY SPDR S&P 500	SPDR S&P 500	Buy	+1,111+21.0%	$1.32K	6,394
Q1 2015Mar 31, 2015	PFF iShares Preferred and Income Se	iShares Preferred and Income Se	Buy	+1,091+11.2%	$435.00	10,838
Q1 2015Mar 31, 2015	LMT Lockheed Martin Corporation	Lockheed Martin Corporation	Buy - Position Entry	+990	$201.00	990
Q1 2015Mar 31, 2015	YCS ProShares UltraShort Yen New	ProShares UltraShort Yen New	Buy	+989+20.7%	$513.00	5,768
Q1 2015Mar 31, 2015	VTV Vanguard Value ETF	Vanguard Value ETF	Buy	+949+30.9%	$337.00	4,025

Page 710 of 733 • 21977 total trades

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