- 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	SDY SPDR S&P Dividend ETF	SPDR S&P Dividend ETF	Buy	+3+0.0%	$687.00	9,163
Q3 2014Sep 30, 2014	PSX Phillips 66	Phillips 66	Sell	-3-0.1%	$260.00	3,199
Q3 2014Sep 30, 2014	WFC Wells Fargo & Company	Wells Fargo & Company	Sell	-5-0.1%	$284.00	5,469
Q3 2014Sep 30, 2014	TLH iShares 10-20 Year Treasury Bon	iShares 10-20 Year Treasury Bon	Sell	-21-1.1%	$238.00	1,823
Q3 2014Sep 30, 2014	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Sell	-25-0.2%	$1.17K	13,966
Q3 2014Sep 30, 2014	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Sell	-26-0.7%	$410.00	3,757
Q3 2014Sep 30, 2014	BA Boeing Company (The)	Boeing Company (The)	Sell	-37-2.0%	$234.00	1,837
Q3 2014Sep 30, 2014	WPP WPP plc	WPP plc	Sell	-39-1.0%	$372.00	3,708
Q3 2014Sep 30, 2014	COP ConocoPhillips	ConocoPhillips	Sell	-61-0.6%	$811.00	10,596
Q3 2014Sep 30, 2014	CNI Canadian National Railway Compa	Canadian National Railway Compa	Sell	-63-1.5%	$297.00	4,190
Q3 2014Sep 30, 2014	IBN ICICI Bank Limited	ICICI Bank Limited	Sell	-80-1.4%	$275.00	5,601
Q3 2014Sep 30, 2014	IMO Imperial Oil Limited	Imperial Oil Limited	Sell	-97-1.7%	$261.00	5,528
Q3 2014Sep 30, 2014	SLB Schlumberger N.V.	Schlumberger N.V.	Sell	-124-2.7%	$447.00	4,398
Q3 2014Sep 30, 2014	PPG PPG Industries, Inc.	PPG Industries, Inc.	Sell	-135-3.8%	$678.00	3,448
Q3 2014Sep 30, 2014	TIP iShares TIPS Bond ETF	iShares TIPS Bond ETF	Sell	-156-6.7%	$244.00	2,175
Q3 2014Sep 30, 2014	AMGN Amgen Inc.	Amgen Inc.	Sell	-180-2.9%	$856.00	6,096
Q3 2014Sep 30, 2014	MRK Merck & Company, Inc.	Merck & Company, Inc.	Sell	-184-1.6%	$654.00	11,034
Q3 2014Sep 30, 2014	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Sell	-207-8.1%	$216.00	2,350
Q3 2014Sep 30, 2014	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-226-7.0%	$265.00	2,980
Q3 2014Sep 30, 2014	OXY Occidental Petroleum Corporatio	Occidental Petroleum Corporatio	Sell	-229-8.6%	$233.00	2,426
Q3 2014Sep 30, 2014	BBVA Banco Bilbao Vizcaya Argentaria	Banco Bilbao Vizcaya Argentaria	Sell	-277-1.5%	$216.00	17,996
Q3 2014Sep 30, 2014	ITUB Itau Unibanco Banco Holding SA	Itau Unibanco Banco Holding SA	Sell	-307-1.3%	$333.00	23,993
Q3 2014Sep 30, 2014	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Sell	-431-1.8%	$467.00	23,135
Q3 2014Sep 30, 2014	ILCG iShares Morningstar Large-Cap G	iShares Morningstar Large-Cap G	Sell	-436-10.7%	$396.00	3,635
Q3 2014Sep 30, 2014	MCD McDonald's Corporation	McDonald's Corporation	Sell	-443-15.5%	$229.00	2,419
Q3 2014Sep 30, 2014	HYG iShares iBoxx $ High Yield Corp	iShares iBoxx $ High Yield Corp	Sell	-483-9.9%	$404.00	4,397
Q3 2014Sep 30, 2014	VBK Vanguard Small-Cap Growth ETF	Vanguard Small-Cap Growth ETF	Sell	-625-16.1%	$393.00	3,267
Q3 2014Sep 30, 2014	CHE Chemed Corp	Chemed Corp	Sell	-830-29.9%	$200.00	1,947
Q3 2014Sep 30, 2014	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-837-13.4%	$427.00	5,403
Q3 2014Sep 30, 2014	SRCL Stericycle, Inc.	Stericycle, Inc.	Sell	-990-29.9%	$270.00	2,316

Page 720 of 733 • 21977 total trades

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