How many stocks does Sequoia Financial Advisors, LLC own?

As of Q3 2019, Sequoia Financial Advisors, LLC holds 355 positions in their 13F portfolio.

What is Sequoia Financial Advisors, LLC's largest holding?

VTI at 12.8% of portfolio, worth $177.3M.

What is Sequoia Financial Advisors, LLC's total portfolio value?

$1.4B as of Q3 2019, tracked across 355 holdings.

Is Sequoia Financial Advisors, LLC a hedge fund?

Sequoia Financial Advisors, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Sequoia Financial Advisors, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Sequoia Financial Advisors, LLC's portfolio changed in Q3 2019?

View Sequoia Financial Advisors, LLC's latest portfolio changes, new positions, and exits for Q3 2019 on HoldingsIntel.

What is Sequoia Financial Advisors, LLC's investment strategy?

Sequoia Financial Advisors, LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

Sequoia Financial Advisors, LLC

Institutional investor · Portfolio as of Q3 2019

Top Holdings355 positions

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Activity:

				Price Trend
VTI ETF VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF	1.2M	$177.3M	12.8%	—	$131.03	+4.06%	3 qtrssince 2019-Q1	Increased 70
IXUS ETF ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF	2.7M	$153.6M	11.1%	—	$46.73	+1.03%	3 qtrssince 2019-Q1	Decreased 0
AGG ETF ISHARES TR	817,025	$92.5M	6.7%	—	$89.00	+3.93%	3 qtrssince 2019-Q1	Increased 68
RWO ETF STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF	1.8M	$91.6M	6.6%	—	$39.14	+5.14%	3 qtrssince 2019-Q1	Increased 59
GII ETF STATE STREET SPDR S&P GLOBAL INFRASTRUCTURE ETF	1.5M	$81M	5.9%	—	$40.07	+4.50%	3 qtrssince 2019-Q1	Increased 59
VONG ETF VANGUARD RUSSELL 1000 GROWTH ETF	443,951	$72.9M	5.3%	—	$37.52	+4.09%	3 qtrssince 2019-Q1	Increased 76
SCHX ETF SCHWAB U.S. LARGE-CAP ETF	520,801	$36.9M	2.7%	—	$10.23	+4.47%	3 qtrssince 2019-Q1	Increased 57
SCHZ ETF SCHWAB US AGGREGATE BOND ETF	578,890	$31.2M	2.3%	—	$20.76	+3.57%	3 qtrssince 2019-Q1	Increased 61
CWI ETF STATE STREET SPDR MSCI ACWI EX-US ETF	1.2M	$29.3M	2.1%	—	$19.59	+0.87%	3 qtrssince 2019-Q1	Increased 60
SPGM ETF STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF	653,262	$26.1M	1.9%	—	$33.97	+2.25%	3 qtrssince 2019-Q1	Increased 73
AAPL Apple Inc.	105,610	$23.7M	1.7%	—	$45.25	+18.75%	3 qtrssince 2019-Q1	Decreased 0
MUB ETF ISHARES NATIONAL MUNI BOND ETF	198,305	$22.6M	1.6%	—	$92.51	+3.48%	3 qtrssince 2019-Q1	Increased 49
SCHR ETF SCHWAB INTERMEDIATE-TERM US TREASURY ETF	334,898	$18.6M	1.3%	—	$22.23	+3.28%	3 qtrssince 2019-Q1	Increased 52
MSFT Microsoft Corp.	123,990	$17.2M	1.2%	—	$110.64	+18.15%	3 qtrssince 2019-Q1	Decreased 0
DGRW ETF WISDOMTREE US QUALITY DIVIDEND GROWTH FUND	283,020	$12.8M	0.9%	—	$37.49	+6.03%	3 qtrssince 2019-Q1	Decreased 0
BRK/B Berkshire Hathaway Inc.	59,560	$12.4M	0.9%	—	$200.89	+3.55%	3 qtrssince 2019-Q1	Decreased 0
AGGY ETF WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND	233,760	$12.2M	0.9%	—	$39.25	+5.00%	3 qtrssince 2019-Q1	Increased 44
MINT ETF PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND	117,502	$12M	0.9%	—	$80.92	+1.50%	3 qtrssince 2019-Q1	Increased 39
FDN ETF FIRST TRUST DOW JONES INTERNET INDEX FUND	84,658	$11.4M	0.8%	—	$138.90	-3.07%	3 qtrssince 2019-Q1	Decreased 0
SCHC ETF SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF	341,361	$10.9M	0.8%	—	$26.40	-1.20%	3 qtrssince 2019-Q1	Decreased 0