- 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	UPS United Parcel Service, Inc.	United Parcel Service, Inc.	Sell - Position Exit	-10,898-100.0%	$0.00	-
Q3 2014Sep 30, 2014	AFL AFLAC Incorporated	AFLAC Incorporated	Sell - Position Exit	-14,003-100.0%	$0.00	-
Q3 2014Sep 30, 2014	SCHG Schwab U.S. Large-Cap Growth ET	Schwab U.S. Large-Cap Growth ET	Sell	-19,614-21.5%	$3.53K	71,733
Q2 2014Jun 30, 2014	DJP iPath Bloomberg Commodity Index	iPath Bloomberg Commodity Index	Buy - Position Entry	+174,950	$6.90K	174,950
Q2 2014Jun 30, 2014	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Buy	+41,515+70.4%	$2.50K	100,477
Q2 2014Jun 30, 2014	AAPL Apple Inc.	Apple Inc.	Buy	+40,481+644.8%	$4.22K	46,759
Q2 2014Jun 30, 2014	GLD SPDR Gold Trust	SPDR Gold Trust	Buy - Position Entry	+34,186	$4.38K	34,186
Q2 2014Jun 30, 2014	SCHV Schwab U.S. Large-Cap Value ETF	Schwab U.S. Large-Cap Value ETF	Buy	+23,946+18.7%	$6.51K	152,007
Q2 2014Jun 30, 2014	VOD Vodafone Group Plc	Vodafone Group Plc	Buy - Position Entry	+19,823	$662.00	19,823
Q2 2014Jun 30, 2014	BP BP p.l.c.	BP p.l.c.	Buy	+17,748+238.6%	$1.33K	25,185
Q2 2014Jun 30, 2014	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Buy - Position Entry	+15,833	$1.87K	15,833
Q2 2014Jun 30, 2014	SIRI SiriusXM Holdings Inc	SiriusXM Holdings Inc	Buy - Position Entry	+14,300	$49.00	14,300
Q2 2014Jun 30, 2014	USCI United States Commodity Index F	United States Commodity Index F	Buy - Position Entry	+11,299	$685.00	11,299
Q2 2014Jun 30, 2014	ITUB Itau Unibanco Banco Holding SA	Itau Unibanco Banco Holding SA	Buy	+6,393+35.7%	$349.00	24,300
Q2 2014Jun 30, 2014	VZ Verizon Communications Inc.	Verizon Communications Inc.	Buy	+6,081+36.9%	$1.10K	22,580
Q2 2014Jun 30, 2014	IBN ICICI Bank Limited	ICICI Bank Limited	Buy - Position Entry	+5,681	$283.00	5,681
Q2 2014Jun 30, 2014	WMB Williams Companies, Inc. (The)	Williams Companies, Inc. (The)	Buy - Position Entry	+5,562	$324.00	5,562
Q2 2014Jun 30, 2014	WFC Wells Fargo & Company	Wells Fargo & Company	Buy - Position Entry	+5,474	$288.00	5,474
Q2 2014Jun 30, 2014	C Citigroup, Inc.	Citigroup, Inc.	Buy - Position Entry	+5,471	$258.00	5,471
Q2 2014Jun 30, 2014	RWX SPDR DJ Wilshire Intl Real Esta	SPDR DJ Wilshire Intl Real Esta	Buy - Position Entry	+5,290	$234.00	5,290
Q2 2014Jun 30, 2014	XLK SPDR Select Sector Fund - Techn	SPDR Select Sector Fund - Techn	Buy - Position Entry	+5,242	$201.00	5,242
Q2 2014Jun 30, 2014	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy - Position Entry	+4,619	$585.00	4,619
Q2 2014Jun 30, 2014	NVO Novo Nordisk A/S	Novo Nordisk A/S	Buy - Position Entry	+4,554	$210.00	4,554
Q2 2014Jun 30, 2014	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Buy	+4,461+23.3%	$504.00	23,566
Q2 2014Jun 30, 2014	CNI Canadian National Railway Compa	Canadian National Railway Compa	Buy - Position Entry	+4,253	$277.00	4,253
Q2 2014Jun 30, 2014	YCS ProShares UltraShort Yen New	ProShares UltraShort Yen New	Buy - Position Entry	+4,044	$262.00	4,044
Q2 2014Jun 30, 2014	WPP WPP plc	WPP plc	Buy - Position Entry	+3,747	$408.00	3,747
Q2 2014Jun 30, 2014	IWD iShares Russell 1000 Value ETF	iShares Russell 1000 Value ETF	Buy	+3,679+131.7%	$655.00	6,472
Q2 2014Jun 30, 2014	BBVA Banco Bilbao Vizcaya Argentaria	Banco Bilbao Vizcaya Argentaria	Buy	+3,640+24.9%	$233.00	18,273
Q2 2014Jun 30, 2014	TKR Timken Company (The)	Timken Company (The)	Buy - Position Entry	+3,159	$214.00	3,159

Page 722 of 733 • 21977 total trades

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