Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q2 2020
Top Holdings367 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 1.6M | $249.9M | 14.8% | $132.16 | +7.88% | 6 qtrssince 2019-Q1 | Increased 65 |
ISHARES CORE INTL STOCK ETF | 2.8M | $150.7M | 8.9% | $47.34 | -1.83% | 6 qtrssince 2019-Q1 | Increased 59 |
ISHARES TR | 943,112 | $111.5M | 6.6% | $89.76 | +9.66% | 6 qtrssince 2019-Q1 | Increased 60 |
VANGUARD RUSSELL 1000 GROWTH | 447,397 | $88.3M | 5.2% | $37.76 | +23.44% | 6 qtrssince 2019-Q1 | Decreased 0 |
SPDR INDEX SHS FDS | 1.7M | $66.4M | 3.9% | $38.82 | -17.67% | 6 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB US LARGE-CAP ETF | 829,401 | $61.5M | 3.6% | $10.35 | +8.73% | 6 qtrssince 2019-Q1 | Increased 62 |
SPDR INDEX SHS FDS | 1.4M | $60M | 3.5% | $40.03 | -12.03% | 6 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB US AGGREGATE BOND ETF | 866,201 | $48.7M | 2.9% | $21.44 | +7.63% | 6 qtrssince 2019-Q1 | Increased 60 |
APPLE INC | 99,281 | $36.2M | 2.1% | $45.95 | +92.00% | 6 qtrssince 2019-Q1 | Increased 50 |
SPDR INDEX SHS FDS | 839,565 | $33.4M | 2.0% | $34.38 | +2.20% | 6 qtrssince 2019-Q1 | Increased 50 |
ISHARES NATIONAL MUNI BOND E | 280,073 | $32.3M | 1.9% | $93.90 | +4.92% | 6 qtrssince 2019-Q1 | Increased 53 |
MICROSOFT CORP | 143,832 | $29.3M | 1.7% | $116.96 | +61.99% | 6 qtrssince 2019-Q1 | Increased 45 |
SPDR INDEX SHS FDS | 1.2M | $27.6M | 1.6% | $19.64 | -1.34% | 6 qtrssince 2019-Q1 | Decreased 0 |
JANUS DETROIT STR TR | 529,313 | $26.6M | 1.6% | $40.10 | 0.00% | 1 qtr | New 66 |
ISHARES RUSSELL 2000 ETF ETF | 173,131 | $24.8M | 1.5% | $132.93 | -0.84% | 6 qtrssince 2019-Q1 | Increased 73 |
SCHWAB INTERMEDIATE-TERM US | 398,452 | $23.4M | 1.4% | $22.65 | +10.06% | 6 qtrssince 2019-Q1 | Increased 46 |
INVESCO S&P 500 EQUAL WEIGHT | 192,199 | $19.6M | 1.2% | $103.85 | -11.69% | 3 qtrssince 2019-Q4 | Decreased 0 |
AMAZON.COM INC | 6,386 | $17.6M | 1.0% | $94.53 | +41.77% | 6 qtrssince 2019-Q1 | Increased 48 |
BERKSHIRE HATHAWAY INC-CL B | 86,484 | $15.4M | 0.9% | $193.92 | -8.63% | 6 qtrssince 2019-Q1 | Increased 48 |
PIMCO ETF TR | 125,101 | $14.3M | 0.8% | $81.95 | +10.26% | 6 qtrssince 2019-Q1 | Increased 43 |
Sequoia Financial Advisors, LLC manages $1.7B across 367 positions as of Q2 2020. Top holdings: VTI (14.8%), IXUS (8.9%), AGG (6.6%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 51 new positions, 50 exits, 188 increased. Top move: IWM (INCREASED, conviction 73). Portfolio: $1.7B across 367 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