$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 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
QQQ | Exit | POWERSHARES QQQ TRUSTcall | $0 | – | -500 | -100.0% | -0.00% | – |
SPY | Exit | SPDR S&P 500 ETF TRcall | $0 | – | -500 | -100.0% | -0.00% | – |
FSK | Exit | FS INVT CORP | $0 | – | -10,000 | -100.0% | -0.07% | – |
JLL | Exit | JONES LANG LASALLE INC | $0 | – | -1,200 | -100.0% | -0.20% | – |
ABT | Exit | ABBOTT LABS | $0 | – | -3,750 | -100.0% | -0.22% | – |
DIA | Exit | SPDR DOW JONES INDL AVRG ETFut ser 1 | $0 | – | -981 | -100.0% | -0.23% | – |
QQQ | Exit | POWERSHARES QQQ TRUSTunit ser 1 | $0 | – | -5,026 | -100.0% | -0.78% | – |
RZG | Exit | RYDEX ETF TRUSTgug s&p sc600 pg | $0 | – | -9,128 | -100.0% | -1.02% | – |
BSJJ | Exit | CLAYMORE EXCHANGE TRD FD TRgug bul 2019 hy | $0 | – | -53,312 | -100.0% | -1.25% | – |
BSCK | Exit | CLAYMORE EXCHANGE TRD FD TRgug bull2020 e | $0 | – | -61,826 | -100.0% | -1.26% | – |
DWAQ | Exit | POWERSHARES ETF TRUSTdynamic otc pt | $0 | – | -13,182 | -100.0% | -1.36% | – |
XSLV | Exit | POWERSHARES ETF TR IIs&p600 lovl pt | $0 | – | -170,783 | -100.0% | -7.43% | – |
PEY | Exit | POWERSHARES ETF TRUSThi yld eq dvdn | $0 | – | -481,059 | -100.0% | -7.91% | – |
SPHD | Exit | POWERSHARES ETF TR II | $0 | – | -217,672 | -100.0% | -8.29% | – |
RSP | Exit | RYDEX ETF TRUSTgug s&p500 eq wt | $0 | – | -133,144 | -100.0% | -12.78% | – |
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.