- 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	PSX Phillips 66	Phillips 66	Sell	-81-2.5%	$224.00	3,118
Q4 2014Dec 31, 2014	HYG iShares iBoxx $ High Yield Corp	iShares iBoxx $ High Yield Corp	Sell	-82-1.9%	$387.00	4,315
Q4 2014Dec 31, 2014	IJR iShares Core S&P Small-Cap ETF	iShares Core S&P Small-Cap ETF	Sell	-87-1.8%	$538.00	4,719
Q4 2014Dec 31, 2014	FLOT iShares Floating Rate Bond ETF	iShares Floating Rate Bond ETF	Sell	-100-1.1%	$441.00	8,732
Q4 2014Dec 31, 2014	T AT&T Inc.	AT&T Inc.	Sell	-100-0.7%	$510.00	15,172
Q4 2014Dec 31, 2014	IWD iShares Russell 1000 Value ETF	iShares Russell 1000 Value ETF	Sell	-102-1.5%	$706.00	6,759
Q4 2014Dec 31, 2014	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Sell	-149-6.9%	$355.00	1,997
Q4 2014Dec 31, 2014	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Sell	-151-2.9%	$295.00	4,991
Q4 2014Dec 31, 2014	MRK Merck & Company, Inc.	Merck & Company, Inc.	Sell	-178-1.6%	$617.00	10,856
Q4 2014Dec 31, 2014	VTV Vanguard Value ETF	Vanguard Value ETF	Sell	-200-6.1%	$260.00	3,076
Q4 2014Dec 31, 2014	XLK SPDR Select Sector Fund - Techn	SPDR Select Sector Fund - Techn	Sell	-225-4.3%	$210.00	5,067
Q4 2014Dec 31, 2014	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-229-1.1%	$627.00	20,135
Q4 2014Dec 31, 2014	MCD McDonald's Corporation	McDonald's Corporation	Sell	-244-10.1%	$204.00	2,175
Q4 2014Dec 31, 2014	IEI iShares 3-7 Year Treasury Bond	iShares 3-7 Year Treasury Bond	Sell	-265-12.4%	$229.00	1,872
Q4 2014Dec 31, 2014	IVE iShares S&P 500 Value ETF	iShares S&P 500 Value ETF	Sell	-314-3.0%	$937.00	9,990
Q4 2014Dec 31, 2014	GUNR FlexShares Global Upstream Natu	FlexShares Global Upstream Natu	Sell	-317-3.1%	$306.00	10,006
Q4 2014Dec 31, 2014	SCHG Schwab U.S. Large-Cap Growth ET	Schwab U.S. Large-Cap Growth ET	Sell	-357-0.5%	$3.70K	71,376
Q4 2014Dec 31, 2014	IJH iShares Core S&P Mid-Cap ETF	iShares Core S&P Mid-Cap ETF	Sell	-367-7.3%	$679.00	4,688
Q4 2014Dec 31, 2014	LQD iShares iBoxx $ Investment Grad	iShares iBoxx $ Investment Grad	Sell	-368-4.6%	$907.00	7,594
Q4 2014Dec 31, 2014	RWX SPDR DJ Wilshire Intl Real Esta	SPDR DJ Wilshire Intl Real Esta	Sell	-385-6.9%	$217.00	5,226
Q4 2014Dec 31, 2014	ILCG iShares Morningstar Large-Cap G	iShares Morningstar Large-Cap G	Sell	-390-10.7%	$367.00	3,245
Q4 2014Dec 31, 2014	AMGN Amgen Inc.	Amgen Inc.	Sell	-435-7.1%	$902.00	5,661
Q4 2014Dec 31, 2014	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-529-17.8%	$231.00	2,451
Q4 2014Dec 31, 2014	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Sell	-538-4.0%	$1.18K	12,775
Q4 2014Dec 31, 2014	VBK Vanguard Small-Cap Growth ETF	Vanguard Small-Cap Growth ETF	Sell	-576-17.6%	$339.00	2,691
Q4 2014Dec 31, 2014	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Sell	-635-16.9%	$344.00	3,122
Q4 2014Dec 31, 2014	IVW iShares S&P 500 Growth ETF	iShares S&P 500 Growth ETF	Sell	-694-9.1%	$771.00	6,908
Q4 2014Dec 31, 2014	VOD Vodafone Group Plc	Vodafone Group Plc	Sell	-774-3.9%	$657.00	19,213
Q4 2014Dec 31, 2014	PAA Plains All American Pipeline, L	Plains All American Pipeline, L	Sell	-835-13.7%	$270.00	5,257
Q4 2014Dec 31, 2014	FFBC First Financial Bancorp.	First Financial Bancorp.	Sell	-978-3.4%	$524.00	28,165

Page 716 of 733 • 21977 total trades

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