- 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	GEL Genesis Energy, L.P.	Genesis Energy, L.P.	Sell - Position Exit	-12,031-100.0%	$0.00	-
Q2 2014Jun 30, 2014	BAC Bank of America Corporation	Bank of America Corporation	Sell - Position Exit	-12,760-100.0%	$0.00	-
Q2 2014Jun 30, 2014	ET Energy Transfer LP	Energy Transfer LP	Sell - Position Exit	-17,708-100.0%	$0.00	-
Q2 2014Jun 30, 2014	CAH Cardinal Health, Inc.	Cardinal Health, Inc.	Sell - Position Exit	-19,063-100.0%	$0.00	-
Q2 2014Jun 30, 2014	SCHG Schwab U.S. Large-Cap Growth ET	Schwab U.S. Large-Cap Growth ET	Sell	-24,699-21.3%	$4.43K	91,347
Q2 2014Jun 30, 2014	EPD Enterprise Products Partners L.	Enterprise Products Partners L.	Sell - Position Exit	-27,642-100.0%	$0.00	-
Q2 2014Jun 30, 2014	XLU SPDR Select Sector Fund - Utili	SPDR Select Sector Fund - Utili	Sell	-40,852-40.5%	$2.65K	59,982
Q1 2014Mar 31, 2014	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Buy	+38,737+191.5%	$1.32K	58,962
Q1 2014Mar 31, 2014	NUV Nuveen Municipal Value Fund, In	Nuveen Municipal Value Fund, In	Buy	+34,845+170.9%	$522.00	55,238
Q1 2014Mar 31, 2014	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Buy - Position Entry	+19,105	$382.00	19,105
Q1 2014Mar 31, 2014	VZ Verizon Communications Inc.	Verizon Communications Inc.	Buy - Position Entry	+16,499	$785.00	16,499
Q1 2014Mar 31, 2014	BBVA Banco Bilbao Vizcaya Argentaria	Banco Bilbao Vizcaya Argentaria	Buy - Position Entry	+14,633	$176.00	14,633
Q1 2014Mar 31, 2014	BAC Bank of America Corporation	Bank of America Corporation	Buy - Position Entry	+12,760	$219.00	12,760
Q1 2014Mar 31, 2014	GUNR FlexShares Global Upstream Natu	FlexShares Global Upstream Natu	Buy - Position Entry	+8,870	$311.00	8,870
Q1 2014Mar 31, 2014	PFF iShares Preferred and Income Se	iShares Preferred and Income Se	Buy - Position Entry	+8,366	$327.00	8,366
Q1 2014Mar 31, 2014	SDY SPDR S&P Dividend ETF	SPDR S&P Dividend ETF	Buy - Position Entry	+8,056	$593.00	8,056
Q1 2014Mar 31, 2014	ITUB Itau Unibanco Banco Holding SA	Itau Unibanco Banco Holding SA	Buy	+7,786+76.9%	$266.00	17,907
Q1 2014Mar 31, 2014	ET Energy Transfer LP	Energy Transfer LP	Buy	+7,474+73.0%	$828.00	17,708
Q1 2014Mar 31, 2014	MDU MDU Resources Group, Inc.	MDU Resources Group, Inc.	Buy - Position Entry	+7,322	$251.00	7,322
Q1 2014Mar 31, 2014	SJM The J.M. Smucker Company	The J.M. Smucker Company	Buy	+5,510+80.8%	$1.20K	12,328
Q1 2014Mar 31, 2014	IMO Imperial Oil Limited	Imperial Oil Limited	Buy - Position Entry	+4,512	$210.00	4,512
Q1 2014Mar 31, 2014	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Buy - Position Entry	+4,069	$211.00	4,069
Q1 2014Mar 31, 2014	PRLB Proto Labs, Inc.	Proto Labs, Inc.	Buy - Position Entry	+2,988	$202.00	2,988
Q1 2014Mar 31, 2014	CHE Chemed Corp	Chemed Corp	Buy - Position Entry	+2,647	$237.00	2,647
Q1 2014Mar 31, 2014	ICF iShares Cohen & Steers REIT ETF	iShares Cohen & Steers REIT ETF	Buy - Position Entry	+2,636	$217.00	2,636
Q1 2014Mar 31, 2014	LANC Lancaster Colony Corporation	Lancaster Colony Corporation	Buy - Position Entry	+2,402	$239.00	2,402
Q1 2014Mar 31, 2014	BP BP p.l.c.	BP p.l.c.	Buy	+2,304+44.9%	$358.00	7,437
Q1 2014Mar 31, 2014	INTC Intel Corporation	Intel Corporation	Buy	+2,137+4.9%	$1.19K	45,975
Q1 2014Mar 31, 2014	SAP SAP SE	SAP SE	Buy	+1,988+75.0%	$377.00	4,638
Q1 2014Mar 31, 2014	PFE Pfizer, Inc.	Pfizer, Inc.	Buy	+1,500+7.9%	$661.00	20,580

Page 726 of 733 • 21977 total trades

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