$106 Million is the total value of Sequoia Wealth Management, LLC's 51 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Exit | AMAZON COM INCcall | $0 | – | -100 | -100.0% | -0.00% | – |
| MLPX | Exit | GLOBAL X FDSglb x mlp enrg i | $0 | – | -13,610 | -100.0% | -0.15% | – |
| AAPL | Exit | APPLE INC | $0 | – | -1,147 | -100.0% | -0.18% | – |
| V | Exit | VISA INC | $0 | – | -1,407 | -100.0% | -0.18% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -1,149 | -100.0% | -0.18% | – |
| IYH | Exit | ISHARES TRus hlthcare etf | $0 | – | -1,200 | -100.0% | -0.19% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -2,119 | -100.0% | -0.19% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -3,121 | -100.0% | -0.20% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -1,974 | -100.0% | -0.21% | – |
| FHLC | Exit | FIDELITYmsci hlth care i | $0 | – | -6,028 | -100.0% | -0.22% | – |
| SRLN | Exit | SSGA ACTIVE ETF TRblkstn gsosrln | $0 | – | -6,049 | -100.0% | -0.22% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -160 | -100.0% | -0.24% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -2,529 | -100.0% | -0.24% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -4,132 | -100.0% | -0.26% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -3,571 | -100.0% | -0.32% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -6,991 | -100.0% | -0.34% | – |
| FTEC | Exit | FIDELITYmsci info tech i | $0 | – | -8,005 | -100.0% | -0.38% | – |
| IYW | Exit | ISHARES TRu.s. tech etf | $0 | – | -2,517 | -100.0% | -0.39% | – |
| IYF | Exit | ISHARES TRu.s. finls etf | $0 | – | -4,319 | -100.0% | -0.41% | – |
| FXO | Exit | FIRST TR EXCHANGE TRADED FDfinls alphadex | $0 | – | -17,660 | -100.0% | -0.44% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -10,491 | -100.0% | -0.44% | – |
| BND | Exit | VANGUARD BD INDEX FD INCtotal bnd mrkt | $0 | – | -7,244 | -100.0% | -0.48% | – |
| ITA | Exit | ISHARES TRus aer def etf | $0 | – | -3,761 | -100.0% | -0.61% | – |
| FSK | Exit | FS KKR CAPITAL CORP | $0 | – | -471,471 | -100.0% | -2.31% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-06
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.