- 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	SAP SAP SE	SAP SE	Buy	+474+11.2%	$338.00	4,690
Q3 2014Sep 30, 2014	JNJ Johnson & Johnson	Johnson & Johnson	Buy	+473+8.4%	$649.00	6,090
Q3 2014Sep 30, 2014	IVE iShares S&P 500 Value ETF	iShares S&P 500 Value ETF	Buy	+455+4.6%	$928.00	10,304
Q3 2014Sep 30, 2014	EFA iShares MSCI EAFE ETF	iShares MSCI EAFE ETF	Buy	+454+6.0%	$518.00	8,079
Q3 2014Sep 30, 2014	IWF iShares Russell 1000 Growth ETF	iShares Russell 1000 Growth ETF	Buy	+443+4.7%	$899.00	9,809
Q3 2014Sep 30, 2014	IJR iShares Core S&P Small-Cap ETF	iShares Core S&P Small-Cap ETF	Buy	+401+9.1%	$501.00	4,806
Q3 2014Sep 30, 2014	IWD iShares Russell 1000 Value ETF	iShares Russell 1000 Value ETF	Buy	+389+6.0%	$687.00	6,861
Q3 2014Sep 30, 2014	IVW iShares S&P 500 Growth ETF	iShares S&P 500 Growth ETF	Buy	+361+5.0%	$812.00	7,602
Q3 2014Sep 30, 2014	IJH iShares Core S&P Mid-Cap ETF	iShares Core S&P Mid-Cap ETF	Buy	+333+7.1%	$691.00	5,055
Q3 2014Sep 30, 2014	RWX SPDR DJ Wilshire Intl Real Esta	SPDR DJ Wilshire Intl Real Esta	Buy	+321+6.1%	$232.00	5,611
Q3 2014Sep 30, 2014	PNC PNC Financial Services Group, I	PNC Financial Services Group, I	Buy	+303+1.5%	$1.70K	19,869
Q3 2014Sep 30, 2014	NUV Nuveen Municipal Value Fund, In	Nuveen Municipal Value Fund, In	Buy	+246+0.4%	$543.00	57,698
Q3 2014Sep 30, 2014	CVX Chevron Corporation	Chevron Corporation	Buy	+240+8.5%	$365.00	3,057
Q3 2014Sep 30, 2014	F Ford Motor Company	Ford Motor Company	Buy	+228+1.1%	$318.00	21,527
Q3 2014Sep 30, 2014	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy	+213+1.9%	$673.00	11,179
Q3 2014Sep 30, 2014	SJM The J.M. Smucker Company	The J.M. Smucker Company	Buy	+206+1.7%	$1.24K	12,540
Q3 2014Sep 30, 2014	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Buy	+200+10.3%	$365.00	2,146
Q3 2014Sep 30, 2014	VOD Vodafone Group Plc	Vodafone Group Plc	Buy	+164+0.8%	$657.00	19,987
Q3 2014Sep 30, 2014	COF Capital One Financial Corporati	Capital One Financial Corporati	Buy	+132+5.2%	$219.00	2,679
Q3 2014Sep 30, 2014	C Citigroup, Inc.	Citigroup, Inc.	Buy	+92+1.7%	$288.00	5,563
Q3 2014Sep 30, 2014	GILD Gilead Sciences, Inc.	Gilead Sciences, Inc.	Buy	+82+0.7%	$1.19K	11,145
Q3 2014Sep 30, 2014	VWO Vanguard FTSE Emerging Markets	Vanguard FTSE Emerging Markets	Buy	+78+0.4%	$728.00	17,463
Q3 2014Sep 30, 2014	XLK SPDR Select Sector Fund - Techn	SPDR Select Sector Fund - Techn	Buy	+50+1.0%	$211.00	5,292
Q3 2014Sep 30, 2014	IBM International Business Machines	International Business Machines	Buy	+47+1.1%	$836.00	4,402
Q3 2014Sep 30, 2014	LQD iShares iBoxx $ Investment Grad	iShares iBoxx $ Investment Grad	Buy	+38+0.5%	$941.00	7,962
Q3 2014Sep 30, 2014	HOG Harley-Davidson, Inc.	Harley-Davidson, Inc.	Buy	+29+0.4%	$393.00	6,760
Q3 2014Sep 30, 2014	CVS CVS Health Corporation	CVS Health Corporation	Buy	+8+0.3%	$226.00	2,835
Q3 2014Sep 30, 2014	PEP Pepsico, Inc.	Pepsico, Inc.	Buy	+6+0.1%	$581.00	6,244
Q3 2014Sep 30, 2014	KO Coca-Cola Company (The)	Coca-Cola Company (The)	Buy	+5+0.1%	$204.00	4,775
Q3 2014Sep 30, 2014	IEI iShares 3-7 Year Treasury Bond	iShares 3-7 Year Treasury Bond	Buy	+4+0.2%	$259.00	2,137

Page 719 of 733 • 21977 total trades

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