- 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
Q4 2014Dec 31, 2014	NVO Novo Nordisk A/S	Novo Nordisk A/S	Buy	+892+16.7%	$263.00	6,221
Q4 2014Dec 31, 2014	F Ford Motor Company	Ford Motor Company	Buy	+827+3.8%	$346.00	22,354
Q4 2014Dec 31, 2014	GILD Gilead Sciences, Inc.	Gilead Sciences, Inc.	Buy	+802+7.2%	$1.13K	11,947
Q4 2014Dec 31, 2014	YCS ProShares UltraShort Yen New	ProShares UltraShort Yen New	Buy	+735+18.2%	$427.00	4,779
Q4 2014Dec 31, 2014	HCSG Healthcare Services Group, Inc.	Healthcare Services Group, Inc.	Buy	+725+10.2%	$241.00	7,802
Q4 2014Dec 31, 2014	WMT Walmart Inc.	Walmart Inc.	Buy	+691+2.8%	$2.19K	25,555
Q4 2014Dec 31, 2014	IMO Imperial Oil Limited	Imperial Oil Limited	Buy	+567+10.3%	$262.00	6,095
Q4 2014Dec 31, 2014	JNJ Johnson & Johnson	Johnson & Johnson	Buy	+520+8.5%	$691.00	6,610
Q4 2014Dec 31, 2014	BA Boeing Company (The)	Boeing Company (The)	Buy	+502+27.3%	$304.00	2,339
Q4 2014Dec 31, 2014	COP ConocoPhillips	ConocoPhillips	Buy	+484+4.6%	$765.00	11,080
Q4 2014Dec 31, 2014	SAP SAP SE	SAP SE	Buy	+447+9.5%	$358.00	5,137
Q4 2014Dec 31, 2014	SBUX Starbucks Corporation	Starbucks Corporation	Buy	+447+6.1%	$641.00	7,814
Q4 2014Dec 31, 2014	CNI Canadian National Railway Compa	Canadian National Railway Compa	Buy	+364+8.7%	$314.00	4,554
Q4 2014Dec 31, 2014	WPP WPP plc	WPP plc	Buy	+353+9.5%	$423.00	4,061
Q4 2014Dec 31, 2014	XLF SPDR Select Sector Fund - Finan	SPDR Select Sector Fund - Finan	Buy	+350+2.6%	$341.00	13,769
Q4 2014Dec 31, 2014	USCI United States Commodity Index F	United States Commodity Index F	Buy	+289+2.2%	$646.00	13,379
Q4 2014Dec 31, 2014	SCHV Schwab U.S. Large-Cap Value ETF	Schwab U.S. Large-Cap Value ETF	Buy	+288+0.2%	$6.91K	156,720
Q4 2014Dec 31, 2014	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+247+28.3%	$348.00	1,121
Q4 2014Dec 31, 2014	COF Capital One Financial Corporati	Capital One Financial Corporati	Buy	+142+5.3%	$233.00	2,821
Q4 2014Dec 31, 2014	KO Coca-Cola Company (The)	Coca-Cola Company (The)	Buy	+111+2.3%	$206.00	4,886
Q4 2014Dec 31, 2014	IVV iShares Core S&P 500 ETF	iShares Core S&P 500 ETF	Buy	+101+1.5%	$1.39K	6,713
Q4 2014Dec 31, 2014	IWB iShares Russell 1000 ETF	iShares Russell 1000 ETF	Buy	+29+1.2%	$287.00	2,503
Q4 2014Dec 31, 2014	IBM International Business Machines	International Business Machines	Buy	+11+0.2%	$708.00	4,413
Q4 2014Dec 31, 2014	SDY SPDR S&P Dividend ETF	SPDR S&P Dividend ETF	Buy	+6+0.1%	$723.00	9,169
Q4 2014Dec 31, 2014	CVX Chevron Corporation	Chevron Corporation	Sell	-7-0.2%	$342.00	3,050
Q4 2014Dec 31, 2014	SLB Schlumberger N.V.	Schlumberger N.V.	Sell	-20-0.5%	$374.00	4,378
Q4 2014Dec 31, 2014	ECL Ecolab Inc.	Ecolab Inc.	Sell	-30-1.4%	$224.00	2,142
Q4 2014Dec 31, 2014	C Citigroup, Inc.	Citigroup, Inc.	Sell	-41-0.7%	$299.00	5,522
Q4 2014Dec 31, 2014	XLE SPDR Select Sector Fund - Energ	SPDR Select Sector Fund - Energ	Sell	-59-1.8%	$260.00	3,281
Q4 2014Dec 31, 2014	CVS CVS Health Corporation	CVS Health Corporation	Sell	-79-2.8%	$265.00	2,756

Page 715 of 733 • 21977 total trades

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