Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings366 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 1.5M | $190M | 14.0% | $131.30 | -8.35% | 5 qtrssince 2019-Q1 | Increased 69 |
ISHARES CORE INTL STOCK ETF | 2.7M | $129M | 9.5% | $47.34 | -16.44% | 5 qtrssince 2019-Q1 | Increased 59 |
ISHARES TR | 917,177 | $105.8M | 7.8% | $89.51 | +6.68% | 5 qtrssince 2019-Q1 | Increased 61 |
VANGUARD RUSSELL 1000 GROWTH | 472,605 | $73.1M | 5.4% | $37.76 | -0.13% | 5 qtrssince 2019-Q1 | Increased 59 |
SPDR INDEX SHS FDS | 1.9M | $69.8M | 5.2% | $38.82 | -23.55% | 5 qtrssince 2019-Q1 | Increased 60 |
SPDR INDEX SHS FDS | 1.7M | $64.5M | 4.8% | $40.03 | -20.85% | 5 qtrssince 2019-Q1 | Increased 56 |
SCHWAB US LARGE-CAP ETF | 720,277 | $44.1M | 3.3% | $10.21 | -6.56% | 5 qtrssince 2019-Q1 | Increased 67 |
SCHWAB US AGGREGATE BOND ETF | 720,988 | $39.1M | 2.9% | $21.11 | +4.81% | 5 qtrssince 2019-Q1 | Increased 55 |
SPDR INDEX SHS FDS | 1.4M | $27.5M | 2.0% | $19.64 | -14.88% | 5 qtrssince 2019-Q1 | Increased 54 |
ISHARES NATIONAL MUNI BOND E | 241,192 | $27.3M | 2.0% | $93.15 | +2.97% | 5 qtrssince 2019-Q1 | Increased 54 |
SPDR INDEX SHS FDS | 763,442 | $25.7M | 1.9% | $34.31 | -12.12% | 5 qtrssince 2019-Q1 | Increased 49 |
APPLE INC | 97,656 | $24.8M | 1.8% | $45.25 | +35.55% | 5 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB INTERMEDIATE-TERM US | 386,402 | $22.7M | 1.7% | $22.58 | +9.90% | 5 qtrssince 2019-Q1 | Increased 46 |
MICROSOFT CORP | 143,709 | $22.7M | 1.7% | $116.89 | +30.50% | 5 qtrssince 2019-Q1 | Increased 50 |
INVESCO S&P 500 EQUAL WEIGHT | 195,158 | $16.4M | 1.2% | $103.85 | -25.02% | 2 qtrssince 2019-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 69,747 | $12.8M | 0.9% | $197.93 | -7.45% | 5 qtrssince 2019-Q1 | Increased 47 |
PIMCO ETF TR | 128,174 | $12.7M | 0.9% | $81.00 | -0.19% | 5 qtrssince 2019-Q1 | Increased 41 |
WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND | 245,327 | $12.7M | 0.9% | $39.50 | +4.64% | 5 qtrssince 2019-Q1 | Decreased 0 |
PIMCO ETF TR | 114,702 | $12.1M | 0.9% | $81.19 | +2.30% | 5 qtrssince 2019-Q1 | Increased 44 |
AMAZON.COM INC | 5,925 | $11.6M | 0.9% | $91.46 | +7.37% | 5 qtrssince 2019-Q1 | Increased 51 |
Sequoia Financial Advisors, LLC manages $1.4B across 366 positions as of Q1 2020. Top holdings: VTI (14.0%), IXUS (9.5%), AGG (7.8%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 48 new positions, 62 exits, 191 increased. Top move: VTI (INCREASED, conviction 69). Portfolio: $1.4B across 366 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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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