Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q2 2021
Top Holdings478 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 1.7M | $388M | 14.2% | $138.04 | +51.38% | 10 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE INTL STOCK ETF | 3M | $216.8M | 7.9% | $48.10 | +33.21% | 10 qtrssince 2019-Q1 | Increased 62 |
VANGUARD RUSSELL 1000 GROWTH | 2M | $139.8M | 5.1% | $60.98 | +11.13% | 10 qtrssince 2019-Q1 | Increased 95 |
ISHARES TR | 1.2M | $134.3M | 4.9% | $91.58 | +6.89% | 10 qtrssince 2019-Q1 | Increased 59 |
SCHWAB FNDMN INTL LRG CO ETF | 2.2M | $73.1M | 2.7% | $28.34 | 0.00% | 1 qtr | New 77 |
SCHWAB US LARGE-CAP ETF | 698,315 | $72.6M | 2.6% | $10.35 | +57.34% | 10 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 514,960 | $70.5M | 2.6% | $103.24 | +29.20% | 10 qtrssince 2019-Q1 | Increased 59 |
SPDR INDEX SHS FDS | 1.2M | $66.2M | 2.4% | $40.90 | +23.12% | 10 qtrssince 2019-Q1 | Increased 75 |
FIDELITY MERRIMACK STR TR | 1.1M | $61.1M | 2.2% | $42.73 | +2.00% | 2 qtrssince 2021-Q1 | Increased 57 |
ISHARES MSCI ACWI ETF | 503,915 | $51M | 1.9% | $80.00 | +17.17% | 10 qtrssince 2019-Q1 | Increased 61 |
SCHWAB US AGGREGATE BOND ETF | 892,868 | $48.8M | 1.8% | $21.52 | +6.49% | 10 qtrssince 2019-Q1 | Increased 48 |
MICROSOFT CORP | 178,302 | $48.3M | 1.8% | $140.06 | +86.79% | 10 qtrssince 2019-Q1 | Increased 50 |
ISHARES NATIONAL MUNI BOND E | 410,463 | $48.1M | 1.8% | $96.21 | +6.07% | 10 qtrssince 2019-Q1 | Increased 54 |
ISHARES RUSSELL 2000 ETF ETF | 204,048 | $46.8M | 1.7% | $142.54 | +51.82% | 10 qtrssince 2019-Q1 | Increased 50 |
J P MORGAN EXCHANGE TRADED F | 741,526 | $37.6M | 1.4% | $41.96 | 0.00% | 1 qtr | New 66 |
VANGUARD WORLD FD | 328,475 | $32.7M | 1.2% | $88.88 | 0.00% | 1 qtr | New 66 |
AMAZON.COM INC | 8,687 | $29.9M | 1.1% | $115.20 | +49.67% | 10 qtrssince 2019-Q1 | Increased 54 |
SPDR INDEX SHS FDS | 950,759 | $28.7M | 1.0% | $19.92 | +33.25% | 10 qtrssince 2019-Q1 | Increased 47 |
BERKSHIRE HATHAWAY INC-CL B | 103,133 | $28.7M | 1.0% | $203.68 | +35.61% | 10 qtrssince 2019-Q1 | Increased 48 |
INVESCO S&P 500 EQUAL WEIGHT | 182,584 | $27.5M | 1.0% | $103.99 | +34.17% | 7 qtrssince 2019-Q4 | Increased 45 |
Sequoia Financial Advisors, LLC manages $2.7B across 478 positions as of Q2 2021. Top holdings: VTI (14.2%), IXUS (7.9%), VONG (5.1%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 46 new positions, 15 exits, 304 increased. Top move: VONG (INCREASED, conviction 95). Portfolio: $2.7B across 478 positions.
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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