- 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	MD Pediatrix Medical Group, Inc.	Pediatrix Medical Group, Inc.	Sell	-1,045-24.6%	$212.00	3,208
Q4 2014Dec 31, 2014	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-1,056-19.5%	$339.00	4,347
Q4 2014Dec 31, 2014	PPG PPG Industries, Inc.	PPG Industries, Inc.	Sell	-1,347-39.1%	$486.00	2,101
Q4 2014Dec 31, 2014	TLH iShares 10-20 Year Treasury Bon	iShares 10-20 Year Treasury Bon	Sell - Position Exit	-1,823-100.0%	$0.00	-
Q4 2014Dec 31, 2014	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Sell	-2,132-19.1%	$566.00	9,047
Q4 2014Dec 31, 2014	TDTT FlexShares iBoxx 3 Year Target	FlexShares iBoxx 3 Year Target	Sell	-2,166-6.4%	$768.00	31,637
Q4 2014Dec 31, 2014	TIP iShares TIPS Bond ETF	iShares TIPS Bond ETF	Sell - Position Exit	-2,175-100.0%	$0.00	-
Q4 2014Dec 31, 2014	AAPL Apple Inc.	Apple Inc.	Sell	-2,179-4.8%	$4.74K	42,970
Q4 2014Dec 31, 2014	OXY Occidental Petroleum Corporatio	Occidental Petroleum Corporatio	Sell - Position Exit	-2,426-100.0%	$0.00	-
Q4 2014Dec 31, 2014	TRGP Targa Resources, Inc.	Targa Resources, Inc.	Sell - Position Exit	-2,609-100.0%	$0.00	-
Q4 2014Dec 31, 2014	GLD SPDR Gold Trust	SPDR Gold Trust	Sell	-2,694-8.2%	$3.42K	30,101
Q4 2014Dec 31, 2014	ITUB Itau Unibanco Banco Holding SA	Itau Unibanco Banco Holding SA	Sell	-4,975-20.7%	$247.00	19,018
Q4 2014Dec 31, 2014	HOG Harley-Davidson, Inc.	Harley-Davidson, Inc.	Sell - Position Exit	-6,760-100.0%	$0.00	-
Q4 2014Dec 31, 2014	ET Energy Transfer LP	Energy Transfer LP	Sell	-6,807-56.3%	$303.00	5,277
Q4 2014Dec 31, 2014	MPLX MPLX LP	MPLX LP	Sell - Position Exit	-6,969-100.0%	$0.00	-
Q4 2014Dec 31, 2014	FFIV F5, Inc.	F5, Inc.	Sell - Position Exit	-7,208-100.0%	$0.00	-
Q4 2014Dec 31, 2014	VGK Vanguard FTSEEuropean ETF	Vanguard FTSEEuropean ETF	Sell - Position Exit	-7,447-100.0%	$0.00	-
Q4 2014Dec 31, 2014	WMB Williams Companies, Inc. (The)	Williams Companies, Inc. (The)	Sell - Position Exit	-8,316-100.0%	$0.00	-
Q4 2014Dec 31, 2014	GEL Genesis Energy, L.P.	Genesis Energy, L.P.	Sell - Position Exit	-8,508-100.0%	$0.00	-
Q4 2014Dec 31, 2014	EPD Enterprise Products Partners L.	Enterprise Products Partners L.	Sell	-11,372-26.4%	$1.15K	31,741
Q4 2014Dec 31, 2014	PH Parker-Hannifin Corporation	Parker-Hannifin Corporation	Sell	-15,730-47.6%	$2.23K	17,287
Q4 2014Dec 31, 2014	SWKS Skyworks Solutions, Inc.	Skyworks Solutions, Inc.	Sell - Position Exit	-16,597-100.0%	$0.00	-
Q4 2014Dec 31, 2014	BP BP p.l.c.	BP p.l.c.	Sell	-19,781-66.0%	$388.00	10,171
Q4 2014Dec 31, 2014	XLU SPDR Select Sector Fund - Utili	SPDR Select Sector Fund - Utili	Sell	-24,213-44.2%	$1.45K	30,602
Q4 2014Dec 31, 2014	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-34,739-33.8%	$1.89K	68,091
Q4 2014Dec 31, 2014	INTC Intel Corporation	Intel Corporation	Sell	-35,349-70.7%	$532.00	14,673
Q4 2014Dec 31, 2014	VZ Verizon Communications Inc.	Verizon Communications Inc.	Sell	-36,436-86.1%	$276.00	5,898
Q3 2014Sep 30, 2014	RWO SPDR DJ Wilshire Global Real Es	SPDR DJ Wilshire Global Real Es	Buy - Position Entry	+127,093	$5.63K	127,093
Q3 2014Sep 30, 2014	DJP iPath Bloomberg Commodity Index	iPath Bloomberg Commodity Index	Buy	+47,873+27.4%	$7.66K	222,823
Q3 2014Sep 30, 2014	EPD Enterprise Products Partners L.	Enterprise Products Partners L.	Buy - Position Entry	+43,113	$1.74K	43,113

Page 717 of 733 • 21977 total trades

«‹

715 716 717 718 719

›»