Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings389 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 1.6M | $281M | 14.8% | $132.96 | +18.00% | 7 qtrssince 2019-Q1 | Increased 62 |
ISHARES CORE INTL STOCK ETF | 2.8M | $165.7M | 8.7% | $47.39 | +4.42% | 7 qtrssince 2019-Q1 | Increased 61 |
ISHARES TR | 1.1M | $125M | 6.6% | $90.75 | +8.89% | 7 qtrssince 2019-Q1 | Increased 66 |
VANGUARD RUSSELL 1000 GROWTH | 450,950 | $100.5M | 5.3% | $37.88 | +40.75% | 7 qtrssince 2019-Q1 | Increased 58 |
SCHWAB US LARGE-CAP ETF | 812,063 | $65.5M | 3.5% | $10.35 | +19.84% | 7 qtrssince 2019-Q1 | Decreased 0 |
SPDR INDEX SHS FDS | 1.6M | $64.2M | 3.4% | $38.82 | -16.10% | 7 qtrssince 2019-Q1 | Decreased 0 |
SPDR INDEX SHS FDS | 1.3M | $59.9M | 3.2% | $40.03 | -10.09% | 7 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB US AGGREGATE BOND ETF | 867,166 | $48.6M | 2.6% | $21.44 | +7.95% | 7 qtrssince 2019-Q1 | Increased 50 |
APPLE INC | 403,862 | $46.8M | 2.5% | $95.94 | +16.98% | 7 qtrssince 2019-Q1 | Increased 81 |
ISHARES NATIONAL MUNI BOND E | 307,601 | $35.7M | 1.9% | $94.40 | +5.38% | 7 qtrssince 2019-Q1 | Increased 50 |
SPDR INDEX SHS FDS | 820,394 | $35.5M | 1.9% | $34.38 | +11.42% | 7 qtrssince 2019-Q1 | Decreased 0 |
JANUS DETROIT STR TR | 637,376 | $32.1M | 1.7% | $40.14 | +0.43% | 2 qtrssince 2020-Q2 | Increased 54 |
MICROSOFT CORP | 145,806 | $30.7M | 1.6% | $118.06 | +68.01% | 7 qtrssince 2019-Q1 | Increased 46 |
ISHARES RUSSELL 2000 ETF ETF | 183,765 | $27.5M | 1.5% | $133.34 | +4.99% | 7 qtrssince 2019-Q1 | Increased 48 |
SPDR INDEX SHS FDS | 1.1M | $26.3M | 1.4% | $19.64 | +4.46% | 7 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB INTERMEDIATE-TERM US | 404,766 | $23.8M | 1.3% | $22.68 | +10.18% | 7 qtrssince 2019-Q1 | Increased 46 |
INVESCO S&P 500 EQUAL WEIGHT | 192,068 | $20.8M | 1.1% | $103.85 | -4.96% | 4 qtrssince 2019-Q4 | Decreased 0 |
AMAZON.COM INC | 6,197 | $19.5M | 1.0% | $94.53 | +66.34% | 7 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 89,817 | $19.1M | 1.0% | $194.53 | +8.18% | 7 qtrssince 2019-Q1 | Increased 46 |
ISHARES MSCI ACWI ETF | 196,858 | $15.7M | 0.8% | $65.74 | +10.01% | 7 qtrssince 2019-Q1 | Increased 52 |
Sequoia Financial Advisors, LLC manages $1.9B across 389 positions as of Q3 2020. Top holdings: VTI (14.8%), IXUS (8.7%), AGG (6.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 37 new positions, 15 exits, 193 increased. Top move: AAPL (INCREASED, conviction 81). Portfolio: $1.9B across 389 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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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