- 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	XLE SPDR Select Sector Fund - Energ	SPDR Select Sector Fund - Energ	Buy	+902+27.5%	$324.00	4,183
Q1 2015Mar 31, 2015	AAPL Apple Inc.	Apple Inc.	Buy	+888+2.1%	$5.46K	43,858
Q1 2015Mar 31, 2015	PNC PNC Financial Services Group, I	PNC Financial Services Group, I	Buy	+823+3.8%	$2.12K	22,735
Q1 2015Mar 31, 2015	EFA iShares MSCI EAFE ETF	iShares MSCI EAFE ETF	Buy	+729+9.0%	$565.00	8,808
Q1 2015Mar 31, 2015	HUM Humana Inc.	Humana Inc.	Buy	+532+3.5%	$2.79K	15,701
Q1 2015Mar 31, 2015	IBM International Business Machines	International Business Machines	Buy	+520+11.8%	$792.00	4,933
Q1 2015Mar 31, 2015	FFBC First Financial Bancorp.	First Financial Bancorp.	Buy	+365+1.3%	$508.00	28,530
Q1 2015Mar 31, 2015	VZ Verizon Communications Inc.	Verizon Communications Inc.	Buy	+358+6.1%	$304.00	6,256
Q1 2015Mar 31, 2015	IVE iShares S&P 500 Value ETF	iShares S&P 500 Value ETF	Buy	+343+3.4%	$956.00	10,333
Q1 2015Mar 31, 2015	IVW iShares S&P 500 Growth ETF	iShares S&P 500 Growth ETF	Buy	+331+4.8%	$825.00	7,239
Q1 2015Mar 31, 2015	SBUX Starbucks Corporation	Starbucks Corporation	Buy	+328+4.2%	$771.00	8,142
Q1 2015Mar 31, 2015	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+326+13.3%	$291.00	2,777
Q1 2015Mar 31, 2015	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Buy	+318+2.5%	$1.11K	13,093
Q1 2015Mar 31, 2015	VB Vanguard Small-Cap ETF	Vanguard Small-Cap ETF	Buy	+264+14.8%	$251.00	2,051
Q1 2015Mar 31, 2015	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+223+5.1%	$376.00	4,570
Q1 2015Mar 31, 2015	EBAY eBay Inc.	eBay Inc.	Buy	+185+3.8%	$292.00	5,070
Q1 2015Mar 31, 2015	KMI Kinder Morgan, Inc.	Kinder Morgan, Inc.	Buy	+184+1.2%	$663.00	15,774
Q1 2015Mar 31, 2015	BA Boeing Company (The)	Boeing Company (The)	Buy	+166+7.1%	$376.00	2,505
Q1 2015Mar 31, 2015	FE FirstEnergy Corp.	FirstEnergy Corp.	Buy	+155+2.7%	$206.00	5,866
Q1 2015Mar 31, 2015	IVV iShares Core S&P 500 ETF	iShares Core S&P 500 ETF	Buy	+114+1.7%	$1.42K	6,827
Q1 2015Mar 31, 2015	VBR Vanguard Small-Cap Value ETF	Vanguard Small-Cap Value ETF	Buy	+86+2.3%	$420.00	3,843
Q1 2015Mar 31, 2015	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Buy	+79+1.6%	$327.00	5,070
Q1 2015Mar 31, 2015	GLD SPDR Gold Trust	SPDR Gold Trust	Buy	+78+0.3%	$3.43K	30,179
Q1 2015Mar 31, 2015	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+69+1.5%	$673.00	4,660
Q1 2015Mar 31, 2015	PAA Plains All American Pipeline, L	Plains All American Pipeline, L	Buy	+59+1.1%	$259.00	5,316
Q1 2015Mar 31, 2015	XLF SPDR Select Sector Fund - Finan	SPDR Select Sector Fund - Finan	Buy	+43+0.3%	$333.00	13,812
Q1 2015Mar 31, 2015	XLK SPDR Select Sector Fund - Techn	SPDR Select Sector Fund - Techn	Buy	+25+0.5%	$211.00	5,092
Q1 2015Mar 31, 2015	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Buy	+11+0.6%	$357.00	2,008
Q1 2015Mar 31, 2015	HYG iShares iBoxx $ High Yield Corp	iShares iBoxx $ High Yield Corp	Buy	+5+0.1%	$391.00	4,320
Q1 2015Mar 31, 2015	PH Parker-Hannifin Corporation	Parker-Hannifin Corporation	Buy	+1+0.0%	$2.05K	17,288

Page 711 of 733 • 21977 total trades

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