$101 Million is the total value of Sequoia Wealth Management, LLC's 59 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FSK | New | FS KKR CAPITAL CORP | $2,443,000 | – | 471,528 | +100.0% | 2.42% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $486,000 | – | 4,000 | +100.0% | 0.48% | – |
| XOM | New | EXXON MOBIL CORP | $412,000 | – | 6,048 | +100.0% | 0.41% | – |
| FTEC | New | FIDELITYmsci info tech i | $374,000 | – | 7,600 | +100.0% | 0.37% | – |
| FBT | New | FIRST TR EXCHANGE TRADED FDny arca biotech | $325,000 | – | 2,617 | +100.0% | 0.32% | – |
| VEA | New | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $324,000 | – | 8,734 | +100.0% | 0.32% | – |
| IEF | New | ISHARES TRbarclays 7 10 yr | $305,000 | – | 2,925 | +100.0% | 0.30% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $243,000 | – | 2,128 | +100.0% | 0.24% | – |
| FHLC | New | FIDELITYmsci hlth care i | $239,000 | – | 5,785 | +100.0% | 0.24% | – |
| EMHY | New | ISHARES INCem hghyl bd etf | $223,000 | – | 5,030 | +100.0% | 0.22% | – |
| AAPL | New | APPLE INC | $200,000 | – | 1,267 | +100.0% | 0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-22
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.