- 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	SDY SPDR S&P Dividend ETF	SPDR S&P Dividend ETF	Buy	+1+0.0%	$717.00	9,170
Q1 2015Mar 31, 2015	COF Capital One Financial Corporati	Capital One Financial Corporati	Sell	-1-0.0%	$222.00	2,820
Q1 2015Mar 31, 2015	IEI iShares 3-7 Year Treasury Bond	iShares 3-7 Year Treasury Bond	Sell	-8-0.4%	$231.00	1,864
Q1 2015Mar 31, 2015	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-61-5.4%	$394.00	1,060
Q1 2015Mar 31, 2015	IJH iShares Core S&P Mid-Cap ETF	iShares Core S&P Mid-Cap ETF	Sell	-65-1.4%	$703.00	4,623
Q1 2015Mar 31, 2015	ILCG iShares Morningstar Large-Cap G	iShares Morningstar Large-Cap G	Sell	-66-2.0%	$376.00	3,179
Q1 2015Mar 31, 2015	LQD iShares iBoxx $ Investment Grad	iShares iBoxx $ Investment Grad	Sell	-73-1.0%	$915.00	7,521
Q1 2015Mar 31, 2015	MCD McDonald's Corporation	McDonald's Corporation	Sell	-97-4.5%	$202.00	2,078
Q1 2015Mar 31, 2015	IJR iShares Core S&P Small-Cap ETF	iShares Core S&P Small-Cap ETF	Sell	-101-2.1%	$545.00	4,618
Q1 2015Mar 31, 2015	RWX SPDR DJ Wilshire Intl Real Esta	SPDR DJ Wilshire Intl Real Esta	Sell	-102-2.0%	$222.00	5,124
Q1 2015Mar 31, 2015	BP BP p.l.c.	BP p.l.c.	Sell	-114-1.1%	$393.00	10,057
Q1 2015Mar 31, 2015	CVS CVS Health Corporation	CVS Health Corporation	Sell	-124-4.5%	$272.00	2,632
Q1 2015Mar 31, 2015	AMGN Amgen Inc.	Amgen Inc.	Sell	-139-2.5%	$883.00	5,522
Q1 2015Mar 31, 2015	PPG PPG Industries, Inc.	PPG Industries, Inc.	Sell	-150-7.1%	$440.00	1,951
Q1 2015Mar 31, 2015	GUNR FlexShares Global Upstream Natu	FlexShares Global Upstream Natu	Sell	-203-2.0%	$292.00	9,803
Q1 2015Mar 31, 2015	SLB Schlumberger N.V.	Schlumberger N.V.	Sell	-216-4.9%	$347.00	4,162
Q1 2015Mar 31, 2015	ECL Ecolab Inc.	Ecolab Inc.	Sell	-290-13.5%	$212.00	1,852
Q1 2015Mar 31, 2015	INTC Intel Corporation	Intel Corporation	Sell	-378-2.6%	$447.00	14,295
Q1 2015Mar 31, 2015	SRCL Stericycle, Inc.	Stericycle, Inc.	Sell	-409-17.7%	$268.00	1,907
Q1 2015Mar 31, 2015	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Sell	-477-20.3%	$213.00	1,873
Q1 2015Mar 31, 2015	HCSG Healthcare Services Group, Inc.	Healthcare Services Group, Inc.	Sell	-505-6.5%	$234.00	7,297
Q1 2015Mar 31, 2015	ET Energy Transfer LP	Energy Transfer LP	Sell	-538-10.2%	$300.00	4,739
Q1 2015Mar 31, 2015	VBK Vanguard Small-Cap Growth ETF	Vanguard Small-Cap Growth ETF	Sell	-550-20.4%	$282.00	2,141
Q1 2015Mar 31, 2015	WPP WPP plc	WPP plc	Sell	-570-14.0%	$397.00	3,491
Q1 2015Mar 31, 2015	TDTT FlexShares iBoxx 3 Year Target	FlexShares iBoxx 3 Year Target	Sell	-590-1.9%	$757.00	31,047
Q1 2015Mar 31, 2015	CNI Canadian National Railway Compa	Canadian National Railway Compa	Sell	-631-13.9%	$262.00	3,923
Q1 2015Mar 31, 2015	VOD Vodafone Group Plc	Vodafone Group Plc	Sell	-666-3.5%	$606.00	18,547
Q1 2015Mar 31, 2015	SAP SAP SE	SAP SE	Sell	-667-13.0%	$323.00	4,470
Q1 2015Mar 31, 2015	BUD Anheuser-Busch Inbev SA Sponsor	Anheuser-Busch Inbev SA Sponsor	Sell	-725-29.4%	$212.00	1,741
Q1 2015Mar 31, 2015	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-731-3.6%	$675.00	19,404

Page 712 of 733 • 21977 total trades

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