Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings419 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 1.7M | $333.1M | 15.2% | $134.68 | +34.07% | 8 qtrssince 2019-Q1 | Increased 63 |
ISHARES CORE INTL STOCK ETF | 2.9M | $192.9M | 8.8% | $47.51 | +22.17% | 8 qtrssince 2019-Q1 | Increased 60 |
ISHARES TR | 1.1M | $132.4M | 6.1% | $91.23 | +9.11% | 8 qtrssince 2019-Q1 | Increased 62 |
VANGUARD RUSSELL 1000 GROWTH | 452,984 | $112.3M | 5.1% | $37.98 | +57.24% | 8 qtrssince 2019-Q1 | Increased 58 |
SCHWAB US LARGE-CAP ETF | 798,519 | $72.6M | 3.3% | $10.35 | +36.27% | 8 qtrssince 2019-Q1 | Decreased 0 |
SPDR INDEX SHS FDS | 1.5M | $68.5M | 3.1% | $38.82 | -4.25% | 8 qtrssince 2019-Q1 | Decreased 0 |
SPDR INDEX SHS FDS | 1.3M | $66.9M | 3.1% | $40.03 | +2.83% | 8 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 415,669 | $55.2M | 2.5% | $96.87 | +32.97% | 8 qtrssince 2019-Q1 | Increased 52 |
SCHWAB US AGGREGATE BOND ETF | 874,867 | $49M | 2.2% | $21.46 | +8.60% | 8 qtrssince 2019-Q1 | Increased 50 |
SPDR INDEX SHS FDS | 808,992 | $39.4M | 1.8% | $34.38 | +28.29% | 8 qtrssince 2019-Q1 | Decreased 0 |
ISHARES NATIONAL MUNI BOND E | 331,389 | $38.8M | 1.8% | $94.89 | +6.70% | 8 qtrssince 2019-Q1 | Increased 49 |
ISHARES RUSSELL 2000 ETF ETF | 192,532 | $37.7M | 1.7% | $135.68 | +36.13% | 8 qtrssince 2019-Q1 | Increased 48 |
JANUS DETROIT STR TR | 699,084 | $35.3M | 1.6% | $40.17 | +0.75% | 3 qtrssince 2020-Q2 | Increased 50 |
MICROSOFT CORP | 151,548 | $33.7M | 1.5% | $121.64 | +74.86% | 8 qtrssince 2019-Q1 | Increased 47 |
SPDR INDEX SHS FDS | 1.1M | $29.5M | 1.3% | $19.64 | +22.38% | 8 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MSCI ACWI ETF | 267,328 | $24.3M | 1.1% | $70.30 | +18.13% | 8 qtrssince 2019-Q1 | Increased 59 |
SCHWAB INTERMEDIATE-TERM US | 400,235 | $23.3M | 1.1% | $22.68 | +9.72% | 8 qtrssince 2019-Q1 | Decreased 0 |
INVESCO S&P 500 EQUAL WEIGHT | 182,394 | $23.3M | 1.1% | $103.85 | +12.36% | 5 qtrssince 2019-Q4 | Decreased 0 |
AMAZON.COM INC | 6,601 | $21.5M | 1.0% | $98.80 | +66.28% | 8 qtrssince 2019-Q1 | Increased 43 |
BERKSHIRE HATHAWAY INC-CL B | 90,553 | $21M | 1.0% | $194.81 | +17.88% | 8 qtrssince 2019-Q1 | Increased 40 |
Sequoia Financial Advisors, LLC manages $2.2B across 419 positions as of Q4 2020. Top holdings: VTI (15.2%), IXUS (8.8%), AGG (6.1%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 45 new positions, 15 exits, 235 increased. Top move: VTI (INCREASED, conviction 63). Portfolio: $2.2B across 419 positions.
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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