Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings366 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE INTL STOCK ETF | 2.8M | $160M | 13.1% | $47.30 | 0.00% | 1 qtr | New 94 |
VANGUARD TOTAL STOCK MARKET VIPERS | 906,184 | $131.1M | 10.8% | $130.70 | 0.00% | 1 qtr | New 93 |
SPDR INDEX SHS FDS | 1.6M | $79.8M | 6.6% | $39.07 | 0.00% | 1 qtr | New 92 |
SPDR INDEX SHS FDS | 1.3M | $67.8M | 5.6% | $39.81 | 0.00% | 1 qtr | New 91 |
ISHARES TR | 558,008 | $60.9M | 5.0% | $87.90 | 0.00% | 1 qtr | New 82 |
VANGUARD RUSSELL 1000 GROWTH | 290,906 | $45.2M | 3.7% | $36.86 | 0.00% | 1 qtr | New 81 |
SPDR INDEX SHS FDS | 854,574 | $30.9M | 2.5% | $19.73 | 0.00% | 1 qtr | New 75 |
SCHWAB INTL SMALL-CAP EQUITY | 929,685 | $30M | 2.5% | $26.38 | 0.00% | 1 qtr | New 75 |
SCHWAB US LARGE-CAP ETF | 381,673 | $25.8M | 2.1% | $10.15 | 0.00% | 1 qtr | New 74 |
INVESCO S&P 500 EQUAL WEIGHT | 211,932 | $22.1M | 1.8% | $92.83 | 0.00% | 1 qtr | New 65 |
APPLE INC | 115,578 | $22M | 1.8% | $45.22 | 0.00% | 1 qtr | New 65 |
SPDR INDEX SHS FDS | 253,791 | $19.8M | 1.6% | $33.71 | 0.00% | 1 qtr | New 65 |
ISHARES NATIONAL MUNI BOND E | 176,504 | $19.6M | 1.6% | $92.15 | 0.00% | 1 qtr | New 65 |
SCHWAB US AGGREGATE BOND ETF | 347,489 | $18M | 1.5% | $20.57 | 0.00% | 1 qtr | New 65 |
MICROSOFT CORP | 126,433 | $14.9M | 1.2% | $110.82 | 0.00% | 1 qtr | New 64 |
BERKSHIRE HATHAWAY INC-CL B | 64,532 | $13M | 1.1% | $200.89 | 0.00% | 1 qtr | New 64 |
WISDOMTREE U.S. QUALITY DIVI | 298,220 | $12.8M | 1.1% | $37.49 | 0.00% | 1 qtr | New 64 |
FIRST TR EXCHANGE-TRADED FD | 86,631 | $12M | 1.0% | $138.90 | 0.00% | 1 qtr | New 54 |
SCHWAB INTERMEDIATE-TERM US | 218,591 | $11.8M | 1.0% | $22.19 | 0.00% | 1 qtr | New 54 |
PIMCO ETF TR | 112,433 | $11.4M | 0.9% | $80.89 | 0.00% | 1 qtr | New 54 |
Sequoia Financial Advisors, LLC manages $1.2B across 366 positions as of Q1 2019. Top holdings: IXUS (13.1%), VTI (10.8%), RWO (6.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 366 new positions, 0 exits, 0 increased. Top move: IXUS (NEW, conviction 94). Portfolio: $1.2B across 366 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer