Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q2 2019
Top Holdings372 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE INTL STOCK ETF | 2.8M | $166.5M | 12.4% | $47.34 | +2.56% | 2 qtrssince 2019-Q1 | Increased 61 |
VANGUARD TOTAL STOCK MARKET VIPERS | 990,161 | $148.6M | 11.1% | $131.15 | +3.74% | 2 qtrssince 2019-Q1 | Increased 64 |
SPDR INDEX SHS FDS | 1.7M | $86M | 6.4% | $39.09 | +0.62% | 2 qtrssince 2019-Q1 | Increased 63 |
SPDR INDEX SHS FDS | 1.5M | $78.3M | 5.8% | $40.02 | +4.49% | 2 qtrssince 2019-Q1 | Increased 65 |
ISHARES TR | 696,215 | $77.5M | 5.8% | $88.39 | +2.25% | 2 qtrssince 2019-Q1 | Increased 71 |
VANGUARD RUSSELL 1000 GROWTH | 318,328 | $51.7M | 3.8% | $37.01 | +4.25% | 2 qtrssince 2019-Q1 | Increased 59 |
SPDR INDEX SHS FDS | 991,336 | $36.4M | 2.7% | $19.81 | +2.57% | 2 qtrssince 2019-Q1 | Increased 57 |
SCHWAB US LARGE-CAP ETF | 453,661 | $31.8M | 2.4% | $10.22 | +3.62% | 2 qtrssince 2019-Q1 | Increased 58 |
SCHWAB INTL SMALL-CAP EQUITY | 963,953 | $31.5M | 2.3% | $26.40 | +1.64% | 2 qtrssince 2019-Q1 | Increased 51 |
SCHWAB US AGGREGATE BOND ETF | 454,741 | $24.1M | 1.8% | $20.71 | +2.22% | 2 qtrssince 2019-Q1 | Increased 57 |
SPDR INDEX SHS FDS | 301,427 | $24.1M | 1.8% | $33.90 | +3.01% | 2 qtrssince 2019-Q1 | Increased 53 |
APPLE INC | 116,928 | $23.1M | 1.7% | $45.25 | +4.54% | 2 qtrssince 2019-Q1 | Increased 45 |
INVESCO S&P 500 EQUAL WEIGHT | 204,854 | $22.1M | 1.6% | $92.83 | +3.68% | 2 qtrssince 2019-Q1 | Decreased 0 |
ISHARES NATIONAL MUNI BOND E | 181,163 | $20.5M | 1.5% | $92.20 | +2.30% | 2 qtrssince 2019-Q1 | Increased 46 |
MICROSOFT CORP | 130,855 | $17.5M | 1.3% | $111.34 | +13.47% | 2 qtrssince 2019-Q1 | Increased 46 |
SCHWAB INTERMEDIATE-TERM US | 284,784 | $15.7M | 1.2% | $22.33 | +2.17% | 2 qtrssince 2019-Q1 | Increased 56 |
BERKSHIRE HATHAWAY INC-CL B | 61,607 | $13.1M | 1.0% | $200.89 | +6.11% | 2 qtrssince 2019-Q1 | Decreased 0 |
WISDOMTREE U.S. QUALITY DIVI | 289,104 | $12.6M | 0.9% | $37.49 | +2.04% | 2 qtrssince 2019-Q1 | Decreased 0 |
FIRST TR EXCHANGE-TRADED FD | 85,531 | $12.3M | 0.9% | $138.90 | +3.54% | 2 qtrssince 2019-Q1 | Decreased 0 |
PIMCO ETF TR | 117,305 | $11.9M | 0.9% | $80.92 | +0.83% | 2 qtrssince 2019-Q1 | Increased 41 |
Sequoia Financial Advisors, LLC manages $1.3B across 372 positions as of Q2 2019. Top holdings: IXUS (12.4%), VTI (11.1%), RWO (6.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 27 new positions, 21 exits, 155 increased. Top move: AGG (INCREASED, conviction 71). Portfolio: $1.3B across 372 positions.
Top holdings by portfolio weight
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