Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q3 2019
Top Holdings355 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 1.2M | $177.3M | 12.8% | $132.05 | +3.66% | 3 qtrssince 2019-Q1 | Increased 70 |
ISHARES CORE INTL STOCK ETF | 2.7M | $153.6M | 11.1% | $47.34 | +0.68% | 3 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 817,025 | $92.5M | 6.7% | $89.00 | +3.93% | 3 qtrssince 2019-Q1 | Increased 68 |
SPDR INDEX SHS FDS | 1.8M | $91.6M | 6.6% | $39.14 | +5.14% | 3 qtrssince 2019-Q1 | Increased 59 |
SPDR INDEX SHS FDS | 1.5M | $81M | 5.9% | $40.07 | +4.50% | 3 qtrssince 2019-Q1 | Increased 59 |
VANGUARD RUSSELL 1000 GROWTH | 443,951 | $72.9M | 5.3% | $37.52 | +3.48% | 3 qtrssince 2019-Q1 | Increased 76 |
SCHWAB US LARGE-CAP ETF | 520,801 | $36.9M | 2.7% | $10.28 | +4.07% | 3 qtrssince 2019-Q1 | Increased 57 |
SCHWAB US AGGREGATE BOND ETF | 578,890 | $31.2M | 2.3% | $20.91 | +3.57% | 3 qtrssince 2019-Q1 | Increased 61 |
SPDR INDEX SHS FDS | 1.2M | $29.3M | 2.1% | $19.83 | +0.49% | 3 qtrssince 2019-Q1 | Increased 60 |
SPDR INDEX SHS FDS | 653,262 | $26.1M | 1.9% | $34.35 | +1.11% | 3 qtrssince 2019-Q1 | Increased 73 |
APPLE INC | 105,610 | $23.7M | 1.7% | $45.25 | +18.75% | 3 qtrssince 2019-Q1 | Decreased 0 |
ISHARES NATIONAL MUNI BOND E | 198,305 | $22.6M | 1.6% | $92.51 | +3.48% | 3 qtrssince 2019-Q1 | Increased 49 |
SCHWAB INTERMEDIATE-TERM US | 334,898 | $18.6M | 1.3% | $22.46 | +3.28% | 3 qtrssince 2019-Q1 | Increased 52 |
MICROSOFT CORP | 123,990 | $17.2M | 1.2% | $111.34 | +17.05% | 3 qtrssince 2019-Q1 | Decreased 0 |
WISDOMTREE U.S. QUALITY DIVI | 283,020 | $12.8M | 0.9% | $37.49 | +6.03% | 3 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 59,560 | $12.4M | 0.9% | $200.89 | +3.27% | 3 qtrssince 2019-Q1 | Decreased 0 |
WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND | 233,760 | $12.2M | 0.9% | $39.25 | +5.00% | 3 qtrssince 2019-Q1 | Increased 44 |
PIMCO ETF TR | 117,502 | $12M | 0.9% | $80.92 | +1.50% | 3 qtrssince 2019-Q1 | Increased 39 |
FIRST TR EXCHANGE-TRADED FD | 84,658 | $11.4M | 0.8% | $138.90 | -3.76% | 3 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB INTL SMALL-CAP EQUITY | 341,361 | $10.9M | 0.8% | $26.40 | -1.20% | 3 qtrssince 2019-Q1 | Decreased 0 |
Sequoia Financial Advisors, LLC manages $1.4B across 355 positions as of Q3 2019. Top holdings: VTI (12.8%), IXUS (11.1%), AGG (6.7%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 27 new positions, 44 exits, 145 increased. Top move: VONG (INCREASED, conviction 76). Portfolio: $1.4B across 355 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