- 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
Q3 2014Sep 30, 2014	FFBC First Financial Bancorp.	First Financial Bancorp.	Buy - Position Entry	+29,143	$461.00	29,143
Q3 2014Sep 30, 2014	VZ Verizon Communications Inc.	Verizon Communications Inc.	Buy	+19,754+87.5%	$2.12K	42,334
Q3 2014Sep 30, 2014	SLYV SPDR S&P 600 Small Cap Value ET	SPDR S&P 600 Small Cap Value ET	Buy - Position Entry	+17,546	$1.79K	17,546
Q3 2014Sep 30, 2014	SWKS Skyworks Solutions, Inc.	Skyworks Solutions, Inc.	Buy - Position Entry	+16,597	$963.00	16,597
Q3 2014Sep 30, 2014	ET Energy Transfer LP	Energy Transfer LP	Buy - Position Entry	+12,084	$745.00	12,084
Q3 2014Sep 30, 2014	GEL Genesis Energy, L.P.	Genesis Energy, L.P.	Buy - Position Entry	+8,508	$448.00	8,508
Q3 2014Sep 30, 2014	PH Parker-Hannifin Corporation	Parker-Hannifin Corporation	Buy	+7,507+29.4%	$3.77K	33,017
Q3 2014Sep 30, 2014	VGK Vanguard FTSEEuropean ETF	Vanguard FTSEEuropean ETF	Buy - Position Entry	+7,447	$411.00	7,447
Q3 2014Sep 30, 2014	FFIV F5, Inc.	F5, Inc.	Buy - Position Entry	+7,208	$856.00	7,208
Q3 2014Sep 30, 2014	HCSG Healthcare Services Group, Inc.	Healthcare Services Group, Inc.	Buy - Position Entry	+7,077	$202.00	7,077
Q3 2014Sep 30, 2014	MPLX MPLX LP	MPLX LP	Buy - Position Entry	+6,969	$411.00	6,969
Q3 2014Sep 30, 2014	HBAN Huntington Bancshares Incorpora	Huntington Bancshares Incorpora	Buy	+6,633+2.7%	$2.45K	251,340
Q3 2014Sep 30, 2014	PAA Plains All American Pipeline, L	Plains All American Pipeline, L	Buy - Position Entry	+6,092	$359.00	6,092
Q3 2014Sep 30, 2014	PFF iShares Preferred and Income Se	iShares Preferred and Income Se	Buy - Position Entry	+5,292	$209.00	5,292
Q3 2014Sep 30, 2014	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Buy - Position Entry	+5,142	$263.00	5,142
Q3 2014Sep 30, 2014	BP BP p.l.c.	BP p.l.c.	Buy	+4,767+18.9%	$1.32K	29,952
Q3 2014Sep 30, 2014	SCHV Schwab U.S. Large-Cap Value ETF	Schwab U.S. Large-Cap Value ETF	Buy	+4,425+2.9%	$6.67K	156,432
Q3 2014Sep 30, 2014	EBAY eBay Inc.	eBay Inc.	Buy - Position Entry	+3,805	$215.00	3,805
Q3 2014Sep 30, 2014	QCOM QUALCOMM Incorporated	QUALCOMM Incorporated	Buy	+3,104+25.6%	$1.14K	15,232
Q3 2014Sep 30, 2014	WMB Williams Companies, Inc. (The)	Williams Companies, Inc. (The)	Buy	+2,754+49.5%	$460.00	8,316
Q3 2014Sep 30, 2014	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Buy	+2,353+2.3%	$2.59K	102,830
Q3 2014Sep 30, 2014	INTC Intel Corporation	Intel Corporation	Buy	+2,233+4.7%	$1.74K	50,022
Q3 2014Sep 30, 2014	USCI United States Commodity Index F	United States Commodity Index F	Buy	+1,791+15.9%	$721.00	13,090
Q3 2014Sep 30, 2014	TDTT FlexShares iBoxx 3 Year Target	FlexShares iBoxx 3 Year Target	Buy	+1,434+4.4%	$835.00	33,803
Q3 2014Sep 30, 2014	VEU Vanguard FTSE All World Ex US E	Vanguard FTSE All World Ex US E	Buy	+1,294+7.1%	$967.00	19,643
Q3 2014Sep 30, 2014	T AT&T Inc.	AT&T Inc.	Buy	+940+6.6%	$538.00	15,272
Q3 2014Sep 30, 2014	NVO Novo Nordisk A/S	Novo Nordisk A/S	Buy	+775+17.0%	$254.00	5,329
Q3 2014Sep 30, 2014	PFE Pfizer, Inc.	Pfizer, Inc.	Buy	+623+3.2%	$602.00	20,364
Q3 2014Sep 30, 2014	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Buy	+560+3.5%	$1.87K	16,393
Q3 2014Sep 30, 2014	GUNR FlexShares Global Upstream Natu	FlexShares Global Upstream Natu	Buy	+484+4.9%	$355.00	10,323

Page 718 of 733 • 21977 total trades

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