$94.2 Million is the total value of Sequoia Wealth Management, LLC's 53 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $9,780,000 | – | 95,948 | +100.0% | 10.38% | – |
| XSLV | New | INVESCO EXCHNG TRADED FD TRs&p smlcp low | $8,742,000 | – | 179,468 | +100.0% | 9.28% | – |
| DWAQ | New | INVESCO EXCHANGE TRADED FD Tdwa nasdaq mnt | $1,603,000 | – | 14,461 | +100.0% | 1.70% | – |
| BSCK | New | INVESCO EXCH TRD SLF IDX FD | $1,486,000 | – | 70,445 | +100.0% | 1.58% | – |
| BSJJ | New | INVESCO EXCH TRD SLF IDX FD | $1,457,000 | – | 60,247 | +100.0% | 1.55% | – |
| SPHD | New | INVESCO EXCHNG TRADED FD TRs&p500 hdl vol | $1,444,000 | – | 35,416 | +100.0% | 1.53% | – |
| RZG | New | INVESCO EXCHANGE TRADED FD Ts&p sml600 gwt | $1,282,000 | – | 10,062 | +100.0% | 1.36% | – |
| PEY | New | INVESCO EXCHANGE TRADED FD Thig yld eq div | $1,117,000 | – | 63,567 | +100.0% | 1.18% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $877,000 | – | 5,062 | +100.0% | 0.93% | – |
| EES | New | WISDOMTREE TRus smallcp erngs | $270,000 | – | 6,908 | +100.0% | 0.29% | – |
| GWPH | New | GW PHARMACEUTICALS PLCads | $252,000 | – | 2,200 | +100.0% | 0.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 9 | Q4 2019 | 16.8% |
| GOLDMAN SACHS ETF TR | 9 | Q4 2019 | 15.5% |
| ISHARES TR | 9 | Q4 2019 | 7.7% |
| ISHARES TR | 9 | Q4 2019 | 7.6% |
| FIRST TR EXCHANGE TRADED FD | 9 | Q4 2019 | 7.4% |
| WISDOMTREE TR | 9 | Q4 2019 | 6.4% |
| ISHARES TR | 9 | Q4 2019 | 2.6% |
| FIRST TR EXCHANGE TRADED FD | 9 | Q4 2019 | 5.7% |
| ISHARES TR | 9 | Q4 2019 | 1.7% |
| ISHARES TR | 8 | Q3 2019 | 12.7% |
View Sequoia Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-01-14 |
| 13F-HR | 2019-10-30 |
| 13F-HR | 2019-08-06 |
| 13F-HR | 2019-05-15 |
| 13F-HR | 2019-01-22 |
| 13F-HR | 2018-11-27 |
| 13F-HR | 2018-08-10 |
| 13F-HR | 2018-05-08 |
| 13F-HR | 2018-02-09 |
View Sequoia Wealth Management, 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.