Sequoia Financial Advisors, LLC - Q4 2020 holdings

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$2.19 Billion is the total value of Sequoia Financial Advisors, LLC's 419 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
GLD  SPDR GOLD TR$6,492,000
+0.7%
36,4000.0%0.30%
-12.6%
VV  VANGUARD INDEX FDSlarge cap etf$1,076,000
+12.4%
6,1200.0%0.05%
-2.0%
IWO  ISHARES TRrus 2000 grw etf$786,000
+29.5%
2,7410.0%0.04%
+12.5%
PRF  INVESCO EXCHANGE TRADED FD Tftse rafi 1000$671,000
+17.1%
5,0390.0%0.03%
+3.3%
DIA  SPDR DOW JONES INDL AVERAGEut ser 1$622,000
+10.3%
2,0340.0%0.03%
-6.7%
RACE  FERRARI N V$546,000
+24.7%
2,3810.0%0.02%
+8.7%
MELI  MERCADOLIBRE INC$513,000
+55.0%
3060.0%0.02%
+35.3%
MDY  SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp$507,000
+24.0%
1,2070.0%0.02%
+4.5%
LANC  LANCASTER COLONY CORP$460,000
+2.9%
2,5010.0%0.02%
-12.5%
NDSN  NORDSON CORP$455,000
+4.8%
2,2620.0%0.02%
-8.7%
DBD  DIEBOLD NXDF INC$431,000
+39.5%
40,4000.0%0.02%
+25.0%
CVY  INVESCO EXCHANGE TRADED FD Tzacks mult ast$436,000
+22.8%
21,7250.0%0.02%
+5.3%
ADC  AGREE REALTY CORP$384,000
+4.6%
5,7710.0%0.02%
-5.3%
EFG  ISHARES TReafe grwth etf$386,000
+12.2%
3,8300.0%0.02%0.0%
CWB  SPDR SER TRblmbrg brc cnvrt$344,000
+20.3%
4,1500.0%0.02%
+6.7%
BST  BLACKROCK SCIENCE & TECHNOLO$323,000
+23.8%
6,0580.0%0.02%
+7.1%
EFV  ISHARES TReafe value etf$324,000
+17.0%
6,8550.0%0.02%0.0%
RKT  ROCKET COS INC$327,000
+1.6%
16,1680.0%0.02%
-11.8%
BANR  BANNER CORP$333,000
+44.8%
7,1420.0%0.02%
+25.0%
XMMO  INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum$305,000
+18.2%
3,8950.0%0.01%0.0%
FMNB  FARMERS NATIONAL BANC CORP$306,000
+21.9%
23,0300.0%0.01%
+7.7%
SHY  ISHARES TR1 3 yr treas bd$312,0000.0%3,6100.0%0.01%
-12.5%
TM  TOYOTA MOTOR CORP$292,000
+16.8%
1,8880.0%0.01%0.0%
SHM  SPDR SER TRnuveen blmbrg sr$266,000
-0.4%
5,3450.0%0.01%
-14.3%
RPG  INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt$251,000
+15.1%
1,5400.0%0.01%0.0%
SUB  ISHARES TRshrt nat mun etf$209,0000.0%1,9310.0%0.01%
-9.1%
GFI  GOLD FIELDS LTDsponsored adr$215,000
-24.8%
23,2430.0%0.01%
-33.3%
FDS  FACTSET RESH SYS INC$205,000
-1.0%
6170.0%0.01%
-18.2%
TMST  TIMKENSTEEL CORPORATION$174,000
+31.8%
37,2410.0%0.01%
+14.3%
GSV  GOLD STD VENTURES CORP$17,000
-10.5%
24,0000.0%0.00%0.0%
MITT  AG MTG INVT TR INC$30,000
+7.1%
10,2720.0%0.00%0.0%
ACST  ACASTI PHARMA INCcl a new$3,000
+50.0%
10,0000.0%0.00%–
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-02-12
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR40Q3 20237.8%
APPLE INC40Q3 20236.6%
SCHWAB STRATEGIC TR40Q3 20234.9%
MICROSOFT CORP40Q3 20232.3%
ISHARES TR40Q3 20234.9%
SCHWAB STRATEGIC TR40Q3 20234.7%
ISHARES TR40Q3 20231.0%
WAL-MART STORES INC40Q3 20231.7%
CISCO SYS INC40Q3 20231.9%
GILEAD SCIENCES INC40Q3 20231.4%

View Sequoia Financial Advisors, LLC's complete holdings history.

Latest significant ownerships (13-D/G)
Sequoia Financial Advisors, LLC Q4 2020 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
SPDR INDEX SHARES FUNDSFebruary 11, 20221,251,32310.6%
SPDR INDEX SHARES FUNDSFebruary 11, 2022264,9273.1%
SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds)February 14, 2019573,0982.0%
VanEck Vectors ETF TrustSold outFebruary 13, 201800.0%

View Sequoia Financial Advisors, LLC's complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2024-04-30
13F-HR2024-01-26
13F-HR2023-11-08
13F-HR2023-08-08
13F-HR2023-04-25
13F-HR/A2023-02-10
13F-HR2023-01-18
13F-HR2022-10-26
13F-HR2022-07-22
13F-HR2022-05-13

View Sequoia Financial Advisors, LLC's complete filings history.

All filings

View complete filings history.

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