107 is the total number of securities Sequoia Wealth Management, LLC has owned. The longest Sequoia Wealth Management, LLC has owned a single stock is 9 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
VTI | VANGUARD INDEX FDS | 9 | 9 | 2.65% | 6.41% | 16.79% | Q4 2017 | Q4 2019 | 9 |
GSLC | GOLDMAN SACHS ETF TR | 9 | 9 | 1.29% | 4.74% | 15.54% | Q4 2017 | Q4 2019 | 9 |
IWM | ISHARES TR | 9 | 9 | 1.60% | 3.90% | 7.68% | Q4 2017 | Q4 2019 | 9 |
HDV | ISHARES TR | 9 | 9 | 1.89% | 2.69% | 7.60% | Q4 2017 | Q4 2019 | 9 |
CIBR | FIRST TR EXCHANGE TRAD... | 9 | 9 | 0.72% | 2.19% | 7.35% | Q4 2017 | Q4 2019 | 9 |
DGRW | WISDOMTREE TR | 9 | 9 | 1.02% | 2.09% | 6.40% | Q4 2017 | Q4 2019 | 9 |
IJR | ISHARES TR | 9 | 9 | 0.29% | 1.41% | 2.65% | Q4 2017 | Q4 2019 | 9 |
SKYY | FIRST TR EXCHANGE TRAD... | 9 | 9 | 0.31% | 1.39% | 5.70% | Q4 2017 | Q4 2019 | 9 |
IWB | ISHARES TR | 9 | 9 | 0.33% | 0.67% | 1.72% | Q4 2017 | Q4 2019 | 9 |
USMV | ISHARES TR | 8 | 8 | 0.87% | 9.17% | 12.73% | Q4 2017 | Q3 2019 | 8 |
IVV | ISHARES TR | 8 | 8 | 2.14% | 2.96% | 6.24% | Q4 2017 | Q3 2019 | 8 |
IJH | ISHARES TR | 8 | 8 | 1.01% | 1.56% | 3.13% | Q4 2017 | Q3 2019 | 8 |
ITA | ISHARES TR | 6 | 2 | 0.61% | 1.52% | 5.89% | Q4 2017 | Q4 2019 | 8 |
IYF | ISHARES TR | 6 | 2 | 0.41% | 1.50% | 2.27% | Q4 2017 | Q4 2019 | 8 |
IYW | ISHARES TR | 6 | 2 | 0.39% | 1.07% | 4.29% | Q4 2017 | Q4 2019 | 8 |
IGM | ISHARES TR | 8 | 8 | 0.28% | 1.06% | 3.06% | Q1 2018 | Q4 2019 | 8 |
SPY | SPDR S&P 500 ETF TR | 8 | 8 | 0.62% | 0.99% | 1.89% | Q4 2017 | Q3 2019 | 8 |
VUG | VANGUARD INDEX FDS | 8 | 8 | 0.54% | 0.86% | 1.97% | Q4 2017 | Q3 2019 | 8 |
IWD | ISHARES TR | 8 | 8 | 0.52% | 0.81% | 1.88% | Q4 2017 | Q3 2019 | 8 |
IUSG | ISHARES TR | 8 | 8 | 0.24% | 0.78% | 2.00% | Q4 2017 | Q3 2019 | 8 |
VYM | VANGUARD WHITEHALL FDS... | 8 | 8 | 0.21% | 0.54% | 1.49% | Q4 2017 | Q3 2019 | 8 |
VCIT | VANGUARD SCOTTSDALE FDS | 8 | 8 | 0.22% | 0.50% | 1.29% | Q4 2017 | Q3 2019 | 8 |
VOT | VANGUARD INDEX FDS | 8 | 8 | 0.23% | 0.48% | 1.20% | Q4 2017 | Q3 2019 | 8 |
FPE | FIRST TR EXCHANGE-TRAD... | 8 | 8 | 0.21% | 0.43% | 0.71% | Q4 2017 | Q3 2019 | 8 |
FEMS | FIRST TR EXCH TRD ALPH... | 8 | 8 | 0.20% | 0.39% | 0.79% | Q4 2017 | Q3 2019 | 8 |
VWO | VANGUARD INTL EQUITY I... | 8 | 8 | 0.24% | 0.34% | 0.59% | Q4 2017 | Q3 2019 | 8 |
IWR | ISHARES TR | 8 | 8 | 0.25% | 0.33% | 0.65% | Q4 2017 | Q3 2019 | 8 |
SRE | SEMPRA ENERGY | 8 | 8 | 0.18% | 0.26% | 0.59% | Q4 2017 | Q3 2019 | 8 |
ACWV | ISHARES INC | 7 | 7 | 7.96% | 9.50% | 11.90% | Q4 2017 | Q2 2019 | 7 |
FPX | FIRST TR EXCHANGE TRAD... | 7 | 7 | 2.30% | 3.35% | 4.09% | Q4 2017 | Q2 2019 | 7 |
SPHD | INVESCO EXCHNG TRADED ... | 7 | 7 | 0.38% | 2.22% | 7.49% | Q2 2018 | Q4 2019 | 7 |
AADR | ADVISORSHARES TR | 7 | 7 | 1.22% | 2.04% | 2.96% | Q4 2017 | Q2 2019 | 7 |
KNOW | DIREXION SHS ETF TR | 7 | 7 | 0.65% | 1.11% | 1.42% | Q4 2017 | Q2 2019 | 7 |
IUSV | ISHARES TR | 7 | 7 | 0.29% | 0.62% | 1.61% | Q1 2018 | Q3 2019 | 7 |
FXO | FIRST TR EXCHANGE TRAD... | 6 | 1 | 0.25% | 0.61% | 0.81% | Q4 2017 | Q3 2019 | 7 |
IYH | ISHARES TR | 5 | 2 | 0.19% | 0.50% | 2.01% | Q1 2018 | Q4 2019 | 7 |
EEM | ISHARES TR | 7 | 7 | 0.19% | 0.45% | 1.74% | Q4 2017 | Q2 2019 | 7 |
QQQ | INVESCO QQQ TR | 6 | 6 | 0.89% | 5.54% | 11.47% | Q2 2018 | Q3 2019 | 6 |
IEMG | ISHARES INC | 4 | 1 | 0.37% | 1.22% | 2.79% | Q4 2017 | Q3 2019 | 6 |
BND | VANGUARD BD INDEX FD INC | 4 | 1 | 0.29% | 0.59% | 1.36% | Q4 2017 | Q3 2019 | 6 |
GWPH | GW PHARMACEUTICALS PLC | 6 | 6 | 0.27% | 0.58% | 1.16% | Q2 2018 | Q3 2019 | 6 |
ABBV | ABBVIE INC | 6 | 6 | 0.20% | 0.29% | 0.33% | Q4 2017 | Q1 2019 | 6 |
RSP | INVESCO EXCHANGE TRADE... | 5 | 5 | 8.73% | 9.60% | 10.62% | Q2 2018 | Q2 2019 | 5 |
XSLV | INVESCO EXCHNG TRADED ... | 5 | 5 | 7.42% | 8.27% | 9.28% | Q2 2018 | Q2 2019 | 5 |
DWAQ | INVESCO EXCHANGE TRADE... | 5 | 5 | 1.66% | 1.87% | 2.30% | Q2 2018 | Q2 2019 | 5 |
BSCK | INVESCO EXCH TRD SLF I... | 5 | 5 | 1.41% | 1.57% | 1.77% | Q2 2018 | Q2 2019 | 5 |
RZG | INVESCO EXCHANGE TRADE... | 5 | 5 | 1.23% | 1.38% | 1.54% | Q2 2018 | Q2 2019 | 5 |
PEY | INVESCO EXCHANGE TRADE... | 5 | 5 | 1.18% | 1.34% | 1.54% | Q2 2018 | Q2 2019 | 5 |
FBT | FIRST TR EXCHANGE TRAD... | 5 | 5 | 0.32% | 1.12% | 3.07% | Q4 2018 | Q4 2019 | 5 |
EES | WISDOMTREE TR | 5 | 5 | 0.23% | 0.29% | 0.41% | Q2 2018 | Q2 2019 | 5 |
FSK | FS KKR CAPITAL CORP | 2 | 1 | 0.07% | 2.38% | 4.70% | Q1 2018 | Q3 2019 | 4 |
CORPORATE CAP TR INC | 4 | 4 | 0.69% | 1.71% | 2.77% | Q4 2017 | Q3 2018 | 4 | |
FTEC | FIDELITY COVINGTON TR | 2 | 2 | 0.37% | 1.58% | 4.49% | Q4 2018 | Q4 2019 | 4 |
DEUS | DBX ETF TR | 4 | 4 | 0.25% | 0.62% | 1.15% | Q4 2017 | Q3 2018 | 4 |
TLT | ISHARES TR | 4 | 4 | 0.40% | 0.60% | 1.00% | Q4 2018 | Q3 2019 | 4 |
EFAV | ISHARES TR | 4 | 4 | 0.34% | 0.53% | 0.70% | Q4 2017 | Q3 2018 | 4 |
VEA | VANGUARD TAX MANAGED I... | 4 | 4 | 0.30% | 0.43% | 0.76% | Q4 2018 | Q3 2019 | 4 |
IEF | ISHARES TR | 4 | 4 | 0.27% | 0.40% | 0.72% | Q4 2018 | Q3 2019 | 4 |
VBR | VANGUARD INDEX FDS | 4 | 4 | 0.22% | 0.35% | 0.64% | Q4 2018 | Q3 2019 | 4 |
ABT | ABBOTT LABS | 2 | 1 | 0.19% | 0.23% | 0.26% | Q4 2017 | Q1 2019 | 4 |
BSJJ | INVESCO EXCH TRD SLF I... | 3 | 3 | 1.55% | 1.61% | 1.71% | Q2 2018 | Q4 2018 | 3 |
AGG | ISHARES TR | 1 | 1 | 0.25% | 0.55% | 1.07% | Q4 2017 | Q3 2019 | 3 |
BSV | VANGUARD BD INDEX FD INC | 3 | 3 | 0.24% | 0.35% | 0.56% | Q1 2019 | Q3 2019 | 3 |
FHLC | FIDELITY COVINGTON TR | 2 | 1 | 0.22% | 0.29% | 0.42% | Q4 2018 | Q3 2019 | 3 |
DIA | SPDR DOW JONES INDL AV... | 2 | 1 | 0.17% | 0.21% | 0.23% | Q4 2017 | Q3 2018 | 3 |
AAPL | APPLE INC | 2 | 1 | 0.18% | 0.20% | 0.22% | Q4 2017 | Q1 2019 | 3 |
HD | HOME DEPOT INC | 1 | 1 | 0.18% | 0.19% | 0.20% | Q4 2017 | Q1 2019 | 3 |
RSP | RYDEX ETF TRUST | 2 | 2 | 10.57% | 11.68% | 12.78% | Q4 2017 | Q1 2018 | 2 |
SPHD | POWERSHARES ETF TR II | 2 | 2 | 8.29% | 8.30% | 8.31% | Q4 2017 | Q1 2018 | 2 |
PEY | POWERSHARES ETF TRUST | 2 | 2 | 7.40% | 7.66% | 7.91% | Q4 2017 | Q1 2018 | 2 |
XSLV | POWERSHARES ETF TR II | 2 | 2 | 6.82% | 7.12% | 7.43% | Q4 2017 | Q1 2018 | 2 |
BOND | PIMCO ETF TR | 2 | 2 | 0.41% | 1.63% | 2.84% | Q3 2019 | Q4 2019 | 2 |
EXAS | EXACT SCIENCES CORP | 2 | 2 | 0.48% | 1.19% | 1.90% | Q3 2019 | Q4 2019 | 2 |
BSCK | CLAYMORE EXCHANGE TRD ... | 2 | 2 | 1.11% | 1.18% | 1.26% | Q4 2017 | Q1 2018 | 2 |
DWAQ | POWERSHARES ETF TRUST | 2 | 2 | 0.98% | 1.17% | 1.36% | Q4 2017 | Q1 2018 | 2 |
BSJJ | CLAYMORE EXCHANGE TRD ... | 2 | 2 | 1.09% | 1.17% | 1.25% | Q4 2017 | Q1 2018 | 2 |
RZG | RYDEX ETF TRUST | 2 | 2 | 0.72% | 0.87% | 1.02% | Q4 2017 | Q1 2018 | 2 |
QQQ | POWERSHARES QQQ TRUST | 2 | 2 | 0.66% | 0.72% | 0.78% | Q4 2017 | Q1 2018 | 2 |
JMBS | JANUS DETROIT STR TR | 2 | 2 | 0.67% | 0.70% | 0.72% | Q1 2019 | Q2 2019 | 2 |
LMBS | FIRST TR EXCHANGE TRAD... | 2 | 2 | 0.66% | 0.69% | 0.72% | Q1 2019 | Q2 2019 | 2 |
IEFA | ISHARES TR | 1 | 1 | 0.34% | 0.51% | 0.67% | Q1 2019 | Q3 2019 | 2 |
MTUM | ISHARES TR | 2 | 2 | 0.20% | 0.35% | 0.50% | Q2 2019 | Q3 2019 | 2 |
VOE | VANGUARD INDEX FDS | 2 | 2 | 0.19% | 0.30% | 0.42% | Q2 2019 | Q3 2019 | 2 |
SRLN | SSGA ACTIVE ETF TR | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2018 | Q1 2019 | 2 |
TIP | ISHARES TR | 1 | 1 | 0.19% | 0.20% | 0.20% | Q3 2018 | Q1 2019 | 2 |
MLPX | GLOBAL X FDS | 1 | 1 | 0.13% | 0.14% | 0.15% | Q3 2018 | Q1 2019 | 2 |
EFA | ISHARES TR | 1 | 1 | 2.60% | 2.60% | 2.60% | Q4 2017 | Q4 2017 | 1 |
IJJ | ISHARES TR | 1 | 1 | 2.20% | 2.20% | 2.20% | Q3 2018 | Q3 2018 | 1 |
SCHD | SCHWAB STRATEGIC TR | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2017 | Q4 2017 | 1 |
QUAL | ISHARES TR | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2019 | Q3 2019 | 1 |
HYG | ISHARES TR | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2019 | Q3 2019 | 1 |
XOM | EXXON MOBIL CORP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2018 | Q4 2018 | 1 |
FEYE | FIREEYE INC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2019 | Q3 2019 | 1 |
SLV | ISHARES SILVER TRUST | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2019 | Q3 2019 | 1 |
IJT | ISHARES TR | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2017 | Q4 2017 | 1 |
EAD | WELLS FARGO INCOME OPP... | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2019 | Q3 2019 | 1 |
MSFT | MICROSOFT CORP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2019 | Q1 2019 | 1 |
AMZN | AMAZON COM INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2019 | Q1 2019 | 1 |
EMHY | ISHARES INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2018 | Q4 2018 | 1 |
DHR | DANAHER CORPORATION | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2019 | Q1 2019 | 1 |
JLL | JONES LANG LASALLE INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2018 | Q1 2018 | 1 |
UNH | UNITEDHEALTH GROUP INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2017 | Q4 2017 | 1 |
IBB | ISHARES TR | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2017 | Q4 2017 | 1 |
V | VISA INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2019 | Q1 2019 | 1 |
SPY | SPDR S&P 500 ETF TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
QQQ | POWERSHARES QQQ TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
AMZN | AMAZON COM INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Download |
The securities at the top of the list , including VANGUARD INDEX FDS, GOLDMAN SACHS ETF TR, and ISHARES TR, are the highest-conviction holdings of Sequoia Wealth Management, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Sequoia Wealth Management, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Sequoia Wealth Management, LLC owns currently or has owned in the past.