$2.39 Billion is the total value of Sequoia Financial Advisors, LLC's 447 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 13.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IXUS | Sell | ISHARES TRcore msci total | $200,442,000 | +3.9% | 2,852,052 | -0.7% | 8.39% | -4.9% |
| AGG | Sell | ISHARES TRcore us aggbd et | $125,548,000 | -5.2% | 1,102,942 | -1.6% | 5.26% | -13.2% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $71,205,000 | -2.0% | 741,485 | -7.1% | 2.98% | -10.2% |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $46,041,000 | -6.1% | 853,405 | -2.5% | 1.93% | -14.0% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $41,250,000 | +9.3% | 186,704 | -3.0% | 1.73% | +0.1% |
| SPGM | Sell | SPDR INDEX SHS FDSportfli msci gbl | $36,970,000 | -6.2% | 706,161 | -12.7% | 1.55% | -14.1% |
| CWI | Sell | SPDR INDEX SHS FDSmsci acwi exus | $26,367,000 | -10.5% | 912,032 | -14.4% | 1.10% | -18.1% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $25,766,000 | +10.8% | 181,885 | -0.3% | 1.08% | +1.4% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $19,579,000 | -1.2% | 61,350 | -2.8% | 0.82% | -9.5% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $16,669,000 | +1.0% | 76,435 | -1.7% | 0.70% | -7.4% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $14,709,000 | -9.2% | 147,576 | -18.9% | 0.62% | -16.8% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $14,371,000 | -2.9% | 141,021 | -2.8% | 0.60% | -11.1% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $14,274,000 | +2.3% | 155,830 | -3.7% | 0.60% | -6.3% |
| DGRW | Sell | WISDOMTREE TRus qtly div grt | $13,245,000 | -0.0% | 231,597 | -5.7% | 0.56% | -8.4% |
| SCHC | Sell | SCHWAB STRATEGIC TRintl sceqt etf | $12,604,000 | -12.0% | 319,737 | -15.9% | 0.53% | -19.3% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $11,112,000 | -10.9% | 28,036 | -16.0% | 0.46% | -18.4% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $9,770,000 | +7.5% | 99,243 | -3.3% | 0.41% | -1.4% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $8,655,000 | -0.2% | 132,582 | -9.0% | 0.36% | -8.8% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $7,323,000 | -7.7% | 230,431 | -10.9% | 0.31% | -15.4% |
| TSLA | Sell | TESLA INC | $5,471,000 | -9.9% | 8,191 | -4.8% | 0.23% | -17.3% |
| TFI | Sell | SPDR SER TRnuveen brc munic | $4,275,000 | -3.8% | 82,746 | -2.2% | 0.18% | -11.8% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $4,043,000 | +6.6% | 1,960 | -9.4% | 0.17% | -2.3% |
| SHW | Sell | SHERWIN WILLIAMS CO | $3,255,000 | -0.8% | 4,410 | -1.2% | 0.14% | -9.3% |
| FB | Sell | FACEBOOK INCcl a | $3,246,000 | -5.7% | 11,021 | -12.5% | 0.14% | -13.4% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $3,196,000 | +1.6% | 49,091 | -0.4% | 0.13% | -6.9% |
| V | Sell | VISA INC | $3,171,000 | -5.6% | 14,977 | -2.5% | 0.13% | -13.6% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $3,122,000 | +4.3% | 20,601 | -5.9% | 0.13% | -4.4% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $3,059,000 | -1.6% | 41,103 | -9.8% | 0.13% | -9.9% |
| VOO | Sell | VANGUARD INDEX FDS | $3,034,000 | +4.3% | 8,329 | -1.6% | 0.13% | -4.5% |
| WY | Sell | WEYERHAEUSER CO MTN BE | $2,785,000 | +1.6% | 78,227 | -4.3% | 0.12% | -6.4% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $2,748,000 | -7.4% | 28,243 | -11.9% | 0.12% | -15.4% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $2,581,000 | -0.2% | 15,185 | -1.1% | 0.11% | -8.5% |
| PH | Sell | PARKER-HANNIFIN CORP | $2,522,000 | +15.6% | 7,995 | -0.1% | 0.11% | +6.0% |
| XOM | Sell | EXXON MOBIL CORP | $2,311,000 | +31.3% | 41,393 | -3.1% | 0.10% | +21.2% |
| F | Sell | FORD MTR CO DEL | $2,279,000 | +33.1% | 186,041 | -4.5% | 0.10% | +21.8% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $2,176,000 | -9.9% | 25,679 | -6.2% | 0.09% | -17.3% |
| PYPL | Sell | PAYPAL HLDGS INC | $1,995,000 | -11.9% | 8,216 | -15.1% | 0.08% | -19.2% |
| HBI | Sell | HANESBRANDS INC | $1,979,000 | -17.7% | 100,608 | -39.0% | 0.08% | -24.5% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $1,956,000 | -5.0% | 8,838 | -11.2% | 0.08% | -12.8% |
| IGF | Sell | ISHARES TRglb infrastr etf | $1,924,000 | +1.9% | 42,693 | -1.2% | 0.08% | -5.8% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $1,898,000 | -69.9% | 8,373 | -69.1% | 0.08% | -72.6% |
| IPG | Sell | INTERPUBLIC GROUP COS INC | $1,875,000 | -24.7% | 64,204 | -39.3% | 0.08% | -30.7% |
| BAC | Sell | BK OF AMERICA CORP | $1,871,000 | +25.5% | 48,358 | -1.7% | 0.08% | +14.7% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $1,872,000 | -10.7% | 5,259 | -10.5% | 0.08% | -18.8% |
| IWB | Sell | ISHARES TRrus 1000 etf | $1,760,000 | -57.5% | 7,862 | -59.8% | 0.07% | -60.8% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $1,750,000 | +28.8% | 35,673 | -0.5% | 0.07% | +17.7% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $1,641,000 | -8.8% | 43,623 | -12.7% | 0.07% | -15.9% |
| EFA | Sell | ISHARES TRmsci eafe etf | $1,590,000 | +1.7% | 20,954 | -2.3% | 0.07% | -6.9% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $1,609,000 | -6.9% | 12,115 | -8.9% | 0.07% | -15.2% |
| NVDA | Sell | NVIDIA CORPORATION | $1,567,000 | -18.6% | 2,934 | -20.4% | 0.07% | -25.0% |
| GE | Sell | GENERAL ELECTRIC CO | $1,410,000 | +20.5% | 107,372 | -0.9% | 0.06% | +11.3% |
| IUSV | Sell | ISHARES TRcore s&p us vlu | $1,412,000 | +6.4% | 20,497 | -4.0% | 0.06% | -3.3% |
| CAT | Sell | CATERPILLAR INC | $1,376,000 | -17.5% | 5,936 | -35.2% | 0.06% | -23.7% |
| GEF | Sell | GREIF INCcl a | $1,371,000 | -41.8% | 24,046 | -52.1% | 0.06% | -47.2% |
| CL | Sell | COLGATE PALMOLIVE CO | $1,352,000 | -20.0% | 17,156 | -13.2% | 0.06% | -26.0% |
| DTE | Sell | DTE ENERGY CO | $1,285,000 | +9.5% | 9,650 | -0.2% | 0.05% | 0.0% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $1,250,000 | +1.2% | 10,703 | -1.7% | 0.05% | -7.1% |
| GNR | Sell | SPDR INDEX SHS FDSglb nat resrce | $1,189,000 | +2.4% | 23,649 | -8.8% | 0.05% | -5.7% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $1,064,000 | -20.3% | 2,332 | -18.6% | 0.04% | -26.2% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $1,043,000 | -10.5% | 21,240 | -14.0% | 0.04% | -17.0% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $1,034,000 | +3.8% | 8,738 | -4.3% | 0.04% | -6.5% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $1,019,000 | 0.0% | 4,193 | -0.7% | 0.04% | -8.5% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $992,000 | -24.3% | 10,801 | -30.0% | 0.04% | -30.0% |
| MDT | Sell | MEDTRONIC PLC | $990,000 | -12.5% | 8,380 | -13.3% | 0.04% | -21.2% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $975,000 | -14.2% | 11,178 | -14.1% | 0.04% | -21.2% |
| IDV | Sell | ISHARES TRintl sel div etf | $985,000 | -5.4% | 31,292 | -11.4% | 0.04% | -14.6% |
| DD | Sell | DUPONT DE NEMOURS INC | $940,000 | -89.6% | 12,162 | -90.5% | 0.04% | -90.6% |
| ETN | Sell | EATON CORP PLC | $918,000 | +5.6% | 6,642 | -8.2% | 0.04% | -5.0% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $911,000 | +5.9% | 5,192 | -10.0% | 0.04% | -2.6% |
| SJM | Sell | SMUCKER J M CO | $914,000 | -17.6% | 7,225 | -24.7% | 0.04% | -25.5% |
| ROK | Sell | ROCKWELL AUTOMATION INC | $879,000 | +3.9% | 3,311 | -1.9% | 0.04% | -5.1% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $875,000 | -14.0% | 1,184 | -4.8% | 0.04% | -21.3% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $791,000 | +16.0% | 4,777 | -0.4% | 0.03% | +6.5% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $769,000 | -20.6% | 1,617 | -16.5% | 0.03% | -27.3% |
| WM | Sell | WASTE MGMT INC DEL | $767,000 | +8.8% | 5,944 | -0.6% | 0.03% | 0.0% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $760,000 | +4.3% | 4,034 | -2.5% | 0.03% | -3.0% |
| UNP | Sell | UNION PAC CORP | $716,000 | +1.1% | 3,246 | -4.6% | 0.03% | -6.2% |
| DAL | Sell | DELTA AIR LINES INC DEL | $691,000 | +18.9% | 14,317 | -0.9% | 0.03% | +7.4% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $690,000 | +3.8% | 3,025 | -0.4% | 0.03% | -3.3% |
| SPIB | Sell | SPDR SER TRportfolio intrmd | $669,000 | -10.4% | 18,459 | -8.1% | 0.03% | -17.6% |
| AEM | Sell | AGNICO EAGLE MINES LTD | $604,000 | -18.4% | 10,448 | -0.4% | 0.02% | -26.5% |
| LIN | Sell | LINDE PLC | $590,000 | -3.8% | 2,106 | -9.5% | 0.02% | -10.7% |
| BLK | Sell | BLACKROCK INC | $596,000 | +2.1% | 791 | -2.3% | 0.02% | -7.4% |
| DISCK | Sell | DISCOVERY INC | $566,000 | -92.9% | 15,344 | -95.0% | 0.02% | -93.4% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $562,000 | +0.4% | 8,775 | -1.7% | 0.02% | -7.7% |
| YUMC | Sell | YUM CHINA HLDGS INC | $560,000 | +3.1% | 9,460 | -0.5% | 0.02% | -8.0% |
| KMB | Sell | KIMBERLY-CLARK CORP | $541,000 | +1.7% | 3,888 | -1.5% | 0.02% | -4.2% |
| MJ | Sell | ETF MANAGERS TRetfmg altr hrvst | $527,000 | +36.2% | 23,024 | -14.5% | 0.02% | +22.2% |
| IYW | Sell | ISHARES TRu.s. tech etf | $524,000 | +1.7% | 5,971 | -1.3% | 0.02% | -8.3% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $493,000 | -9.4% | 8,010 | -9.3% | 0.02% | -16.0% |
| CINF | Sell | CINCINNATI FINL CORP | $480,000 | +17.9% | 4,652 | -0.0% | 0.02% | +5.3% |
| ASML | Sell | ASML HOLDING N V | $465,000 | +8.9% | 754 | -13.9% | 0.02% | -5.0% |
| AVGO | Sell | BROADCOM INC | $446,000 | -5.3% | 962 | -10.7% | 0.02% | -13.6% |
| MELI | Sell | MERCADOLIBRE INC | $443,000 | -13.6% | 301 | -1.6% | 0.02% | -17.4% |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS INC | $455,000 | -94.7% | 2,842 | -94.9% | 0.02% | -95.2% |
| ADI | Sell | ANALOG DEVICES INC | $431,000 | +0.7% | 2,779 | -4.0% | 0.02% | -10.0% |
| USRT | Sell | ISHARES TRcre u s reit etf | $419,000 | +8.0% | 7,997 | -0.2% | 0.02% | 0.0% |
| AEE | Sell | AMEREN CORP | $434,000 | -5.4% | 5,331 | -9.3% | 0.02% | -14.3% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $401,000 | -23.6% | 5,108 | -10.8% | 0.02% | -29.2% |
| SPTS | Sell | SPDR SER TRportfolio sh tsr | $413,000 | -6.1% | 13,457 | -6.0% | 0.02% | -15.0% |
| ARCC | Sell | ARES CAPITAL CORP | $383,000 | -84.3% | 20,479 | -85.9% | 0.02% | -85.7% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $374,000 | -11.4% | 1,565 | -16.8% | 0.02% | -15.8% |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $389,000 | -87.3% | 6,197 | -85.9% | 0.02% | -88.6% |
| ZTS | Sell | ZOETIS INCcl a | $393,000 | -28.8% | 2,497 | -25.1% | 0.02% | -36.0% |
| RKT | Sell | ROCKET COS INC | $367,000 | +12.2% | 15,891 | -1.7% | 0.02% | 0.0% |
| AFL | Sell | AFLAC INC | $351,000 | +7.0% | 6,857 | -7.0% | 0.02% | 0.0% |
| SCHW | Sell | SCHWAB CHARLES CORP | $359,000 | +14.0% | 5,512 | -7.1% | 0.02% | +7.1% |
| ADSK | Sell | AUTODESK INC | $338,000 | -29.7% | 1,220 | -22.5% | 0.01% | -36.4% |
| KEY | Sell | KEYCORP | $337,000 | +17.0% | 16,869 | -4.0% | 0.01% | +7.7% |
| PFF | Sell | ISHARES TRpfd and incm sec | $336,000 | -3.4% | 8,761 | -3.0% | 0.01% | -12.5% |
| STE | Sell | STERIS PLC | $330,000 | -92.0% | 1,735 | -92.0% | 0.01% | -92.6% |
| NXPI | Sell | NXP SEMICONDUCTORS N V | $338,000 | +24.7% | 1,681 | -1.2% | 0.01% | +16.7% |
| MRO | Sell | MARATHON OIL CORP | $331,000 | +52.5% | 31,034 | -4.6% | 0.01% | +40.0% |
| ENB | Sell | ENBRIDGE INC | $300,000 | +11.9% | 8,231 | -1.8% | 0.01% | +8.3% |
| WAB | Sell | WABTEC | $306,000 | -7.6% | 3,868 | -14.4% | 0.01% | -13.3% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $311,000 | -38.7% | 2,294 | -28.6% | 0.01% | -43.5% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $283,000 | -3.1% | 4,500 | -7.1% | 0.01% | -7.7% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $286,000 | -46.7% | 4,922 | -48.5% | 0.01% | -52.0% |
| CSX | Sell | CSX CORP | $279,000 | -36.2% | 2,892 | -39.9% | 0.01% | -40.0% |
| D | Sell | DOMINION ENERGY INC | $275,000 | -5.5% | 3,624 | -6.3% | 0.01% | -7.7% |
| XBI | Sell | SPDR SER TRs&p biotech | $264,000 | -37.6% | 1,945 | -35.3% | 0.01% | -42.1% |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW | $255,000 | -2.7% | 1,704 | -0.2% | 0.01% | -8.3% |
| IEFA | Sell | ISHARES TRcore msci eafe | $257,000 | +2.4% | 3,573 | -1.7% | 0.01% | 0.0% |
| WPC | Sell | WP CAREY INC | $260,000 | 0.0% | 3,670 | -0.4% | 0.01% | -8.3% |
| SAP | Sell | SAP SEspon adr | $267,000 | -23.9% | 2,172 | -19.3% | 0.01% | -31.2% |
| BST | Sell | BLACKROCK SCIENCE & TECHNOLO | $239,000 | -26.0% | 4,413 | -27.2% | 0.01% | -33.3% |
| VEEV | Sell | VEEVA SYS INC | $229,000 | -11.2% | 876 | -7.4% | 0.01% | -16.7% |
| RPG | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $246,000 | -2.0% | 1,496 | -2.9% | 0.01% | -9.1% |
| AINV | Sell | APOLLO INVT CORP | $239,000 | -14.9% | 17,420 | -34.2% | 0.01% | -23.1% |
| TM | Sell | TOYOTA MOTOR CORP | $247,000 | -15.4% | 1,584 | -16.1% | 0.01% | -23.1% |
| GLW | Sell | CORNING INC | $235,000 | -65.7% | 5,411 | -71.6% | 0.01% | -67.7% |
| GWW | Sell | GRAINGER W W INC | $207,000 | -6.8% | 517 | -5.0% | 0.01% | -10.0% |
| DFS | Sell | DISCOVER FINL SVCS | $214,000 | +4.4% | 2,255 | -0.4% | 0.01% | 0.0% |
| OCSL | Sell | OAKTREE SPECIALTY LENDING CO | $181,000 | -92.3% | 29,181 | -93.1% | 0.01% | -92.6% |
| LULU | Sell | LULULEMON ATHLETICA INC | $202,000 | -13.3% | 657 | -1.8% | 0.01% | -27.3% |
| CB | Sell | CHUBB LIMITED | $201,000 | -1.5% | 1,273 | -3.8% | 0.01% | -11.1% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $201,000 | -3.8% | 1,862 | -3.6% | 0.01% | -20.0% |
| VTRS | Sell | VIATRIS INC | $161,000 | -38.5% | 11,504 | -17.8% | 0.01% | -41.7% |
| ZNGA | Sell | ZYNGA INCcl a | $161,000 | +1.3% | 15,755 | -2.1% | 0.01% | 0.0% |
| SIRI | Sell | SIRIUS XM HOLDINGS INC | $71,000 | -7.8% | 11,615 | -4.1% | 0.00% | -25.0% |
| MUFG | Sell | MITSUBISHI UFJ FINL GROUP INsponsored ads | $77,000 | +22.2% | 14,244 | -0.2% | 0.00% | 0.0% |
| BMYRT | Exit | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $0 | – | -43,956 | -100.0% | -0.00% | – |
| TEVA | Exit | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $0 | – | -10,797 | -100.0% | -0.01% | – |
| ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -2,214 | -100.0% | -0.01% | – |
| SONY | Exit | SONY CORPsponsored adr | $0 | – | -2,022 | -100.0% | -0.01% | – |
| FDS | Exit | FACTSET RESH SYS INC | $0 | – | -617 | -100.0% | -0.01% | – |
| REGN | Exit | REGENERON PHARMACEUTICALS | $0 | – | -420 | -100.0% | -0.01% | – |
| IT | Exit | GARTNER INC | $0 | – | -1,272 | -100.0% | -0.01% | – |
| NVO | Exit | NOVO-NORDISK A Sadr | $0 | – | -2,909 | -100.0% | -0.01% | – |
| SCHH | Exit | SCHWAB STRATEGIC TRus reit etf | $0 | – | -5,736 | -100.0% | -0.01% | – |
| EWC | Exit | ISHARES INCmsci cda etf | $0 | – | -7,018 | -100.0% | -0.01% | – |
| LEN | Exit | LENNAR CORPcl a | $0 | – | -2,904 | -100.0% | -0.01% | – |
| ROKU | Exit | ROKU INC | $0 | – | -691 | -100.0% | -0.01% | – |
| ROP | Exit | ROPER TECHNOLOGIES INC | $0 | – | -493 | -100.0% | -0.01% | – |
| GSK | Exit | GLAXOSMITHKLINE PLCsponsored adr | $0 | – | -5,727 | -100.0% | -0.01% | – |
| ALGN | Exit | ALIGN TECHNOLOGY INC | $0 | – | -562 | -100.0% | -0.01% | – |
| DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -1,408 | -100.0% | -0.01% | – |
| PTON | Exit | PELOTON INTERACTIVE INC | $0 | – | -2,464 | -100.0% | -0.02% | – |
| BIPC | Exit | BROOKFIELD INFRASTRUCTURE CO | $0 | – | -19,005 | -100.0% | -0.06% | – |
| FPE | Exit | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $0 | – | -69,416 | -100.0% | -0.06% | – |
| STWD | Exit | STARWOOD PPTY TR INC | $0 | – | -112,824 | -100.0% | -0.10% | – |
| FFIV | Exit | F5 NETWORKS INC | $0 | – | -23,409 | -100.0% | -0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 40 | Q3 2023 | 7.8% |
| APPLE INC | 40 | Q3 2023 | 6.6% |
| SCHWAB STRATEGIC TR | 40 | Q3 2023 | 4.9% |
| MICROSOFT CORP | 40 | Q3 2023 | 2.3% |
| ISHARES TR | 40 | Q3 2023 | 4.9% |
| SCHWAB STRATEGIC TR | 40 | Q3 2023 | 4.7% |
| ISHARES TR | 40 | Q3 2023 | 1.0% |
| WAL-MART STORES INC | 40 | Q3 2023 | 1.7% |
| CISCO SYS INC | 40 | Q3 2023 | 1.9% |
| GILEAD SCIENCES INC | 40 | Q3 2023 | 1.4% |
View Sequoia Financial Advisors, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| SPDR INDEX SHARES FUNDS | February 11, 2022 | 1,251,323 | 10.6% |
| SPDR INDEX SHARES FUNDS | February 11, 2022 | 264,927 | 3.1% |
| SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) | February 14, 2019 | 573,098 | 2.0% |
| VanEck Vectors ETF TrustSold out | February 13, 2018 | 0 | 0.0% |
View Sequoia Financial Advisors, LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-04-25 |
| 13F-HR/A | 2023-02-10 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-05-13 |
View Sequoia Financial Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.