- 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	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+5+0.6%	$284.00	874
Q2 2014Jun 30, 2014	MRK Merck & Company, Inc.	Merck & Company, Inc.	Sell	-3-0.0%	$649.00	11,218
Q2 2014Jun 30, 2014	FLOT iShares Floating Rate Bond ETF	iShares Floating Rate Bond ETF	Sell	-20-0.2%	$449.00	8,832
Q2 2014Jun 30, 2014	IEI iShares 3-7 Year Treasury Bond	iShares 3-7 Year Treasury Bond	Sell	-32-1.5%	$260.00	2,133
Q2 2014Jun 30, 2014	IBM International Business Machines	International Business Machines	Sell	-77-1.7%	$789.00	4,355
Q2 2014Jun 30, 2014	IWF iShares Russell 1000 Growth ETF	iShares Russell 1000 Growth ETF	Sell	-81-0.9%	$852.00	9,366
Q2 2014Jun 30, 2014	SPSB SPDR Portfolio Short Term Corpo	SPDR Portfolio Short Term Corpo	Sell	-88-1.2%	$233.00	7,557
Q2 2014Jun 30, 2014	LANC Lancaster Colony Corporation	Lancaster Colony Corporation	Sell	-96-4.0%	$219.00	2,306
Q2 2014Jun 30, 2014	AMGN Amgen Inc.	Amgen Inc.	Sell	-177-2.7%	$743.00	6,276
Q2 2014Jun 30, 2014	CVS CVS Health Corporation	CVS Health Corporation	Sell	-307-9.8%	$213.00	2,827
Q2 2014Jun 30, 2014	CVX Chevron Corporation	Chevron Corporation	Sell	-310-9.9%	$368.00	2,817
Q2 2014Jun 30, 2014	PPG PPG Industries, Inc.	PPG Industries, Inc.	Sell	-321-8.2%	$753.00	3,583
Q2 2014Jun 30, 2014	LQD iShares iBoxx $ Investment Grad	iShares iBoxx $ Investment Grad	Sell	-372-4.5%	$945.00	7,924
Q2 2014Jun 30, 2014	ILCG iShares Morningstar Large-Cap G	iShares Morningstar Large-Cap G	Sell	-398-8.9%	$434.00	4,071
Q2 2014Jun 30, 2014	SAP SAP SE	SAP SE	Sell	-422-9.1%	$325.00	4,216
Q2 2014Jun 30, 2014	VBK Vanguard Small-Cap Growth ETF	Vanguard Small-Cap Growth ETF	Sell	-538-12.1%	$496.00	3,892
Q2 2014Jun 30, 2014	MCD McDonald's Corporation	McDonald's Corporation	Sell	-569-16.6%	$288.00	2,862
Q2 2014Jun 30, 2014	TIP iShares TIPS Bond ETF	iShares TIPS Bond ETF	Sell	-624-21.1%	$269.00	2,331
Q2 2014Jun 30, 2014	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Sell	-685-15.3%	$414.00	3,783
Q2 2014Jun 30, 2014	XLE SPDR Select Sector Fund - Energ	SPDR Select Sector Fund - Energ	Sell	-806-19.4%	$334.00	3,340
Q2 2014Jun 30, 2014	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-839-4.1%	$586.00	19,741
Q2 2014Jun 30, 2014	KO Coca-Cola Company (The)	Coca-Cola Company (The)	Sell	-917-16.1%	$202.00	4,770
Q2 2014Jun 30, 2014	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Sell	-1,138-7.5%	$1.10K	13,991
Q2 2014Jun 30, 2014	TRGP Targa Resources, Inc.	Targa Resources, Inc.	Sell	-2,868-52.4%	$364.00	2,609
Q2 2014Jun 30, 2014	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Sell - Position Exit	-4,069-100.0%	$0.00	-
Q2 2014Jun 30, 2014	OKE ONEOK, Inc.	ONEOK, Inc.	Sell	-4,136-35.1%	$520.00	7,636
Q2 2014Jun 30, 2014	PAA Plains All American Pipeline, L	Plains All American Pipeline, L	Sell - Position Exit	-5,549-100.0%	$0.00	-
Q2 2014Jun 30, 2014	PDCO Patterson Companies, Inc.	Patterson Companies, Inc.	Sell - Position Exit	-5,886-100.0%	$0.00	-
Q2 2014Jun 30, 2014	FE FirstEnergy Corp.	FirstEnergy Corp.	Sell - Position Exit	-6,231-100.0%	$0.00	-
Q2 2014Jun 30, 2014	PFF iShares Preferred and Income Se	iShares Preferred and Income Se	Sell - Position Exit	-8,366-100.0%	$0.00	-

Page 725 of 733 • 21977 total trades

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