Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings380 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 1.3M | $205.7M | 13.1% | $133.19 | +12.18% | 4 qtrssince 2019-Q1 | Increased 64 |
ISHARES CORE INTL STOCK ETF | 2.7M | $168M | 10.7% | $47.43 | +9.49% | 4 qtrssince 2019-Q1 | Increased 60 |
ISHARES TR | 880,273 | $98.9M | 6.3% | $89.26 | +3.76% | 4 qtrssince 2019-Q1 | Increased 63 |
SPDR INDEX SHS FDS | 1.9M | $95.4M | 6.1% | $39.25 | +5.71% | 4 qtrssince 2019-Q1 | Increased 61 |
SPDR INDEX SHS FDS | 1.6M | $88.2M | 5.6% | $40.28 | +9.01% | 4 qtrssince 2019-Q1 | Increased 61 |
VANGUARD RUSSELL 1000 GROWTH | 463,469 | $83.9M | 5.3% | $37.76 | +14.32% | 4 qtrssince 2019-Q1 | Increased 60 |
SCHWAB US LARGE-CAP ETF | 565,867 | $43.5M | 2.8% | $10.39 | +12.38% | 4 qtrssince 2019-Q1 | Increased 54 |
SCHWAB US AGGREGATE BOND ETF | 650,857 | $34.8M | 2.2% | $21.00 | +3.26% | 4 qtrssince 2019-Q1 | Increased 56 |
SPDR INDEX SHS FDS | 1.3M | $32.9M | 2.1% | $19.91 | +8.82% | 4 qtrssince 2019-Q1 | Increased 52 |
APPLE INC | 104,794 | $30.8M | 2.0% | $45.25 | +56.16% | 4 qtrssince 2019-Q1 | Decreased 0 |
SPDR INDEX SHS FDS | 709,090 | $30.4M | 1.9% | $34.63 | +9.42% | 4 qtrssince 2019-Q1 | Increased 49 |
ISHARES NATIONAL MUNI BOND E | 222,156 | $25.3M | 1.6% | $92.92 | +3.66% | 4 qtrssince 2019-Q1 | Increased 51 |
INVESCO S&P 500 EQUAL WEIGHT | 198,493 | $23M | 1.5% | $103.85 | 0.00% | 1 qtr | New 65 |
SCHWAB INTERMEDIATE-TERM US | 380,564 | $20.9M | 1.3% | $22.54 | +2.50% | 4 qtrssince 2019-Q1 | Increased 51 |
MICROSOFT CORP | 129,099 | $20.4M | 1.3% | $112.86 | +32.58% | 4 qtrssince 2019-Q1 | Increased 47 |
WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND | 262,521 | $13.7M | 0.9% | $39.50 | +5.08% | 4 qtrssince 2019-Q1 | Increased 44 |
BERKSHIRE HATHAWAY INC-CL B | 58,089 | $13.2M | 0.8% | $200.89 | +12.38% | 4 qtrssince 2019-Q1 | Decreased 0 |
WISDOMTREE U.S. QUALITY DIVI | 271,201 | $13.1M | 0.8% | $37.49 | +14.71% | 4 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB INTL SMALL-CAP EQUITY | 367,095 | $12.7M | 0.8% | $26.59 | +9.67% | 4 qtrssince 2019-Q1 | Increased 42 |
PIMCO ETF TR | 123,078 | $12.5M | 0.8% | $81.00 | +2.08% | 4 qtrssince 2019-Q1 | Increased 41 |
Sequoia Financial Advisors, LLC manages $1.6B across 380 positions as of Q4 2019. Top holdings: VTI (13.1%), IXUS (10.7%), AGG (6.3%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 48 new positions, 23 exits, 202 increased. Top move: RSP (NEW, conviction 65). Portfolio: $1.6B across 380 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