- 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
Q2 2014Jun 30, 2014	PNC PNC Financial Services Group, I	PNC Financial Services Group, I	Buy	+2,912+17.5%	$1.74K	19,566
Q2 2014Jun 30, 2014	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+2,634+4.6%	$2.49K	59,759
Q2 2014Jun 30, 2014	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Buy - Position Entry	+2,557	$207.00	2,557
Q2 2014Jun 30, 2014	COF Capital One Financial Corporati	Capital One Financial Corporati	Buy - Position Entry	+2,547	$210.00	2,547
Q2 2014Jun 30, 2014	VEU Vanguard FTSE All World Ex US E	Vanguard FTSE All World Ex US E	Buy	+2,395+15.0%	$959.00	18,349
Q2 2014Jun 30, 2014	NUV Nuveen Municipal Value Fund, In	Nuveen Municipal Value Fund, In	Buy	+2,214+4.0%	$554.00	57,452
Q2 2014Jun 30, 2014	BUD Anheuser-Busch Inbev SA Sponsor	Anheuser-Busch Inbev SA Sponsor	Buy - Position Entry	+2,185	$251.00	2,185
Q2 2014Jun 30, 2014	TLH iShares 10-20 Year Treasury Bon	iShares 10-20 Year Treasury Bon	Buy - Position Entry	+1,844	$238.00	1,844
Q2 2014Jun 30, 2014	HBAN Huntington Bancshares Incorpora	Huntington Bancshares Incorpora	Buy	+1,838+0.8%	$2.33K	244,707
Q2 2014Jun 30, 2014	INTC Intel Corporation	Intel Corporation	Buy	+1,814+3.9%	$1.48K	47,789
Q2 2014Jun 30, 2014	IVE iShares S&P 500 Value ETF	iShares S&P 500 Value ETF	Buy	+1,712+21.0%	$889.00	9,849
Q2 2014Jun 30, 2014	ROP Roper Technologies, Inc.	Roper Technologies, Inc.	Buy - Position Entry	+1,520	$222.00	1,520
Q2 2014Jun 30, 2014	MMM 3M Company	3M Company	Buy - Position Entry	+1,460	$209.00	1,460
Q2 2014Jun 30, 2014	TDTT FlexShares iBoxx 3 Year Target	FlexShares iBoxx 3 Year Target	Buy	+1,378+4.4%	$817.00	32,369
Q2 2014Jun 30, 2014	IMO Imperial Oil Limited	Imperial Oil Limited	Buy	+1,113+24.7%	$296.00	5,625
Q2 2014Jun 30, 2014	SDY SPDR S&P Dividend ETF	SPDR S&P Dividend ETF	Buy	+1,104+13.7%	$702.00	9,160
Q2 2014Jun 30, 2014	VWO Vanguard FTSE Emerging Markets	Vanguard FTSE Emerging Markets	Buy	+972+5.9%	$750.00	17,385
Q2 2014Jun 30, 2014	GUNR FlexShares Global Upstream Natu	FlexShares Global Upstream Natu	Buy	+969+10.9%	$368.00	9,839
Q2 2014Jun 30, 2014	IVW iShares S&P 500 Growth ETF	iShares S&P 500 Growth ETF	Buy	+931+14.8%	$762.00	7,241
Q2 2014Jun 30, 2014	SBUX Starbucks Corporation	Starbucks Corporation	Buy	+916+11.4%	$690.00	8,923
Q2 2014Jun 30, 2014	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+835+15.4%	$358.00	6,240
Q2 2014Jun 30, 2014	IJR iShares Core S&P Small-Cap ETF	iShares Core S&P Small-Cap ETF	Buy	+716+19.4%	$494.00	4,405
Q2 2014Jun 30, 2014	SLB Schlumberger N.V.	Schlumberger N.V.	Buy	+659+17.1%	$533.00	4,522
Q2 2014Jun 30, 2014	LKQ LKQ Corporation	LKQ Corporation	Buy	+606+5.1%	$331.00	12,407
Q2 2014Jun 30, 2014	UPS United Parcel Service, Inc.	United Parcel Service, Inc.	Buy	+584+5.7%	$1.12K	10,898
Q2 2014Jun 30, 2014	HYG iShares iBoxx $ High Yield Corp	iShares iBoxx $ High Yield Corp	Buy	+491+11.2%	$465.00	4,880
Q2 2014Jun 30, 2014	AFL AFLAC Incorporated	AFLAC Incorporated	Buy	+478+3.5%	$872.00	14,003
Q2 2014Jun 30, 2014	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Buy	+447+3.2%	$1.44K	14,343
Q2 2014Jun 30, 2014	PSX Phillips 66	Phillips 66	Buy	+444+16.1%	$258.00	3,202
Q2 2014Jun 30, 2014	JNJ Johnson & Johnson	Johnson & Johnson	Buy	+436+8.4%	$588.00	5,617

Page 723 of 733 • 21977 total trades

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