- 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	COP ConocoPhillips	ConocoPhillips	Buy	+434+4.2%	$914.00	10,657
Q2 2014Jun 30, 2014	OXY Occidental Petroleum Corporatio	Occidental Petroleum Corporatio	Buy	+419+18.7%	$272.00	2,655
Q2 2014Jun 30, 2014	MGA Magna International, Inc.	Magna International, Inc.	Buy	+371+3.9%	$1.08K	9,983
Q2 2014Jun 30, 2014	QCOM QUALCOMM Incorporated	QUALCOMM Incorporated	Buy	+365+3.1%	$961.00	12,128
Q2 2014Jun 30, 2014	GNTX Gentex Corporation	Gentex Corporation	Buy	+350+4.8%	$221.00	7,608
Q2 2014Jun 30, 2014	MDU MDU Resources Group, Inc.	MDU Resources Group, Inc.	Buy	+350+4.8%	$269.00	7,672
Q2 2014Jun 30, 2014	BECN Beacon Roofing Supply, Inc.	Beacon Roofing Supply, Inc.	Buy	+315+4.8%	$228.00	6,878
Q2 2014Jun 30, 2014	F Ford Motor Company	Ford Motor Company	Buy	+310+1.5%	$367.00	21,299
Q2 2014Jun 30, 2014	LOPE Grand Canyon Education, Inc.	Grand Canyon Education, Inc.	Buy	+300+4.9%	$295.00	6,414
Q2 2014Jun 30, 2014	MD Pediatrix Medical Group, Inc.	Pediatrix Medical Group, Inc.	Buy	+280+4.8%	$354.00	6,083
Q2 2014Jun 30, 2014	SPY SPDR S&P 500	SPDR S&P 500	Buy	+268+10.8%	$536.00	2,740
Q2 2014Jun 30, 2014	ECL Ecolab Inc.	Ecolab Inc.	Buy	+260+7.8%	$402.00	3,610
Q2 2014Jun 30, 2014	FAST Fastenal Company	Fastenal Company	Buy	+255+4.9%	$273.00	5,507
Q2 2014Jun 30, 2014	PEP Pepsico, Inc.	Pepsico, Inc.	Buy	+213+3.5%	$557.00	6,238
Q2 2014Jun 30, 2014	FI Fiserv, Inc.	Fiserv, Inc.	Buy	+210+4.8%	$277.00	4,585
Q2 2014Jun 30, 2014	EFA iShares MSCI EAFE ETF	iShares MSCI EAFE ETF	Buy	+204+2.7%	$521.00	7,625
Q2 2014Jun 30, 2014	IJH iShares Core S&P Mid-Cap ETF	iShares Core S&P Mid-Cap ETF	Buy	+202+4.5%	$676.00	4,722
Q2 2014Jun 30, 2014	WMT Walmart Inc.	Walmart Inc.	Buy	+165+0.6%	$1.94K	25,875
Q2 2014Jun 30, 2014	SRCL Stericycle, Inc.	Stericycle, Inc.	Buy	+155+4.9%	$391.00	3,306
Q2 2014Jun 30, 2014	CHE Chemed Corp	Chemed Corp	Buy	+130+4.9%	$260.00	2,777
Q2 2014Jun 30, 2014	T AT&T Inc.	AT&T Inc.	Buy	+94+0.7%	$507.00	14,332
Q2 2014Jun 30, 2014	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy	+78+0.7%	$632.00	10,966
Q2 2014Jun 30, 2014	PH Parker-Hannifin Corporation	Parker-Hannifin Corporation	Buy	+76+0.3%	$3.21K	25,510
Q2 2014Jun 30, 2014	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Buy	+70+4.7%	$248.00	1,567
Q2 2014Jun 30, 2014	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+47+1.5%	$275.00	3,206
Q2 2014Jun 30, 2014	PRLB Proto Labs, Inc.	Proto Labs, Inc.	Buy	+30+1.0%	$247.00	3,018
Q2 2014Jun 30, 2014	BA Boeing Company (The)	Boeing Company (The)	Buy	+28+1.5%	$238.00	1,874
Q2 2014Jun 30, 2014	HOG Harley-Davidson, Inc.	Harley-Davidson, Inc.	Buy	+26+0.4%	$470.00	6,731
Q2 2014Jun 30, 2014	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Buy	+9+0.5%	$327.00	1,946
Q2 2014Jun 30, 2014	SJM The J.M. Smucker Company	The J.M. Smucker Company	Buy	+6+0.0%	$1.31K	12,334

Page 724 of 733 • 21977 total trades

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