Sequoia Financial Advisors

Latest statistics and disclosures from Sequoia Financial Advisors's latest quarterly 13F-HR filing:

Companies in the Sequoia Financial Advisors portfolio as of December 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard Total Stock Market ETF (VTI) 13.06 1.26M +7% 163.62
Ishares Core Intl Stock Etf core 10.67 2.71M +2% 61.90
iShares Lehman Aggregate Bond (AGG) 6.28 880273 +7% 112.37
SPDR Dow Jones Global Real Estate (RWO) 6.06 1.85M +4% 51.52
SPDR FTSE/Macquarie Global Infra (GII) 5.60 1.60M +5% 55.04
Vanguard Scottsdale Fds vng rus1000grw 5.33 463469 +4% 180.93
Schwab Strategic Tr us lrg cap etf 2.76 565867 +8% 76.81
Schwab Strategic Tr us aggregate b 2.21 650857 +12% 53.43
SPDR MSCI ACWI ex-US (CWI) 2.09 1.28M +4% 25.77
Apple (AAPL) 1.95 104794 293.65
D Spdr Index Shs Fds 1.93 709090 +8% 42.94
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 1.61 222156 +12% 113.91
Invesco S&p 500 Equal Weight Etf 1.46 198493 NEW 115.72
Schwab Strategic Tr intrm trm 1.33 380564 +13% 54.93
Microsoft Corporation (MSFT) 1.29 129099 +4% 157.70
Wisdomtree Tr brclys us aggr 0.87 262521 +12% 52.25
Berkshire Hathaway (BRK.B) 0.84 58089 -2% 226.50
*wisdomtreetrusdivdgrtfdadded 0.83 271201 -4% 48.47
Schwab Intl Small Cap Equity ETF (SCHC) 0.81 367095 +7% 34.65
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.79 123078 +4% 101.59
First Trust DJ Internet Index Fund (FDN) 0.72 81944 -3% 139.12
inv grd crp bd 0.72 103422 +13% 109.96
Industrial SPDR (XLI) 0.61 118346 -4% 81.47
Brookfield Infrastructure Part 0.57 180704 -2% 49.99
Amazon (AMZN) 0.51 4372 1847.90
Schwab U S Small Cap ETF (SCHA) 0.48 100449 +3% 75.64
Schwab Strategic Tr cmn 0.47 124120 +4% 60.12
iShares MSCI ACWI Index Fund (ACWI) 0.45 88549 +10% 79.26
iShares S&P; 1500 Index Fund (ISI) 0.44 95680 +12% 72.69
Alphabet Inc Class C cs 0.44 5172 1337.01
iShares S&P; 500 Index (IVV) 0.43 21073 323.26
salesforce (CRM) 0.42 40420 +4% 162.64
Ishares Tr cmn 0.42 253296 +16% 25.94
SPDR S&P; 500 ETF (SPY) 0.41 19941 321.85
Alibaba Group Holding Ltd Spon 0.41 30691 212.11
Discovery Communications (DISCK) 0.39 201822 +3% 30.49
Comcast Corporation (CMCSA) 0.38 134604 -2% 44.97
Schwab Emerging Markets Equity ETF (SCHE) 0.38 220759 +6% 27.37
Cbre Group Inc Cl A 0.37 94172 61.29
Medtronic 0.37 51527 113.46
American Express Company (AXP) 0.36 45309 124.50
Bristol Myers Squibb (BMY) 0.36 87308 +158% 64.19
SPDR Gold Trust (GLD) 0.34 37088 142.90
iShares Russell 2000 Index (IWM) 0.34 32317 +2% 165.67
Centene Corporation (CNC) 0.34 84391 62.87
Schwab U S Large Cap Growth ETF (SCHG) 0.33 55764 +4% 92.91
Servicenow 0.33 18296 +6% 282.30
International Business Machines (IBM) 0.31 36316 -11% 134.05
Invesco Qqq Trust Series 1 0.31 22705 NEW 212.60
JPMorgan Chase & Co. (JPM) 0.29 32393 139.41
Home Depot (HD) 0.29 21162 +9% 218.36
AT&T; (T) 0.29 115442 39.08
Laboratory Corp. of America Holdings (LH) 0.29 27375 169.17
Marathon Petroleum Corp 0.29 76807 +4% 60.25
Bank of America Corporation (BAC) 0.27 119350 -3% 35.22
Wal-Mart Stores (WMT) 0.26 33954 +185% 118.84
Pepsi (PEP) 0.25 28751 -7% 136.66
Weyerhaeuser Company (WY) 0.25 130808 -6% 30.20
Intel Corporation (INTC) 0.24 64019 +26% 59.86
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni 0.24 73966 +31% 50.58
Honeywell International (HON) 0.23 20162 177.02
Procter & Gamble Company (PG) 0.23 29043 -14% 124.88
Allegheny Technologies Incorporated (ATI) 0.23 172590 20.66
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 0.23 28227 +11% 127.96
Vanguard FTSE All-World ex-US ETF (VEU) 0.23 68744 +2% 53.75
United Technologies Corporation (UTX) 0.21 22131 +4% 149.74
iShares S&P; MidCap 400 Index (IJH) 0.21 16038 +14% 205.82
Pgx etf 0.20 207722 NEW 15.01
Exxon Mobil Corporation (XOM) 0.19 43082 -20% 69.77
United Community Financial (UCFC) 0.19 253867 -3% 11.66
Johnson & Johnson (JNJ) 0.18 19964 +4% 145.86
Boeing Company (BA) 0.18 8681 -5% 325.77
Verizon Communications (VZ) 0.18 45288 +3% 61.41
Spdr Index Shs Fds s^p global nat res 0.18 61098 -24% 46.16
Walt Disney Company (DIS) 0.17 18592 +12% 144.63
Merck & Co (MRK) 0.17 28682 +5% 90.96
iShares Russell 1000 Value Index (IWD) 0.17 19724 -2% 136.48
iShares Lehman MBS Bond Fund (MBB) 0.17 24567 +22% 108.07
Schwab U S Broad Market ETF (SCHB) 0.17 33794 +40% 76.88
Huntington Bancshares Incorporated (HBAN) 0.16 168468 +122% 15.08
Cisco Systems (CSCO) 0.16 51670 47.96
Sherwin-Williams Company (SHW) 0.16 4304 583.64
iShares MSCI EAFE Index Fund (EFA) 0.16 36037 +5% 69.43
Sch Us Mid-cap Etf etf 0.16 40865 -3% 60.15
Palo Alto Networks 0.16 10927 231.26
Incyte Corporation (INCY) 0.15 26481 +2% 87.31
Abbvie 0.15 26511 +114% 88.53
Alphabet Inc Class A cs 0.15 1805 +10% 1339.61
Johnson Controls International Plc equity 0.15 56249 40.71
MasterCard Incorporated (MA) 0.13 6949 +15% 298.60
Pfizer (PFE) 0.13 52654 -26% 39.18
Accenture 0.13 9419 +2% 210.53
Visa (V) 0.13 10867 +4% 187.91
iShares S&P; 500 Growth Index (IVW) 0.13 10952 -2% 193.66
Meta Financial (CASH) 0.13 54642 36.51
Facebook Inc cl a 0.13 9798 -3% 205.25
Chevron Corporation (CVX) 0.12 16189 120.51
United Parcel Service (UPS) 0.12 15684 -20% 117.06
Amgen (AMGN) 0.12 7881 +3% 241.09
Gilead Sciences (GILD) 0.12 28749 -10% 64.98
Starbucks Corporation (SBUX) 0.12 21997 +59% 87.92
J.M. Smucker Company (SJM) 0.12 17660 +10% 104.13
iShares S&P; Global Infrastructure Index (IGF) 0.12 39456 +14% 47.90
Vanguard Mortgage Bkd Sects ETF (VMBS) 0.12 35880 +6% 53.18
Ford Motor Company (F) 0.11 192475 9.30
C.H. Robinson Worldwide (CHRW) 0.11 22411 78.22
iShares S&P; SmallCap 600 Index (IJR) 0.11 21239 +2% 83.86
Vanguard Total Bond Market ETF (BND) 0.11 20128 +17% 83.86
Ishares Tr Global Reit Etf 0.11 61669 +14% 27.62
Lockheed Martin Corporation (LMT) 0.10 3873 +3% 389.36
Parker-Hannifin Corporation (PH) 0.10 7357 205.79
Ares Capital Corporation (ARCC) 0.10 84117 +7% 18.65
Schwab International Equity ETF (SCHF) 0.10 47014 -7% 33.63
Ishares Core Msci Eafe Etf core msci eafe 0.10 23851 +320% 65.24
Apollo Investment Corp. 0.10 87599 NEW 17.45
Greif (GEF) 0.09 32687 +294% 44.21
DTE Energy Company (DTE) 0.09 10679 +8% 129.88
Gentex Corporation (GNTX) 0.09 50107 28.98
Vanguard Emerging Markets ETF (VWO) 0.09 32286 -3% 44.48
ISHARES TR MSCI Small Cap msci small cap 0.09 21563 62.28
Oaktree Specialty Lending Corp 0.09 249785 NEW 5.46
McDonald's Corporation (MCD) 0.08 6128 +4% 197.62
Abbott Laboratories (ABT) 0.08 13743 +27% 86.88
General Electric Company (GE) 0.08 108446 -9% 11.16
3M Company (MMM) 0.08 6944 +19% 176.41
Global Payments (GPN) 0.08 7306 182.59
Hanesbrands (HBI) 0.08 80491 +7% 14.85
Valero Energy Corporation (VLO) 0.08 13112 -2% 93.65
iShares Russell Midcap Index Fund (IWR) 0.08 19933 -12% 59.60
iShares Dow Jones US Medical Dev. (IHI) 0.08 4957 +95% 264.27
Schwab Strategic Tr sht tm us tres 0.08 25914 +15% 50.47
Caterpillar (CAT) 0.07 7357 -9% 147.75
Coca-Cola Company (KO) 0.07 20341 -10% 55.36
Lincoln Electric Holdings (LECO) 0.07 11528 96.72
NIKE (NKE) 0.07 10816 +14% 101.33
Oracle Corporation (ORCL) 0.07 20657 -9% 52.96
TransDigm Group Incorporated (TDG) 0.07 1894 +10% 560.19
iShares Russell Midcap Value Index (IWS) 0.07 11212 +7% 94.81
Vanguard Health Care ETF (VHT) 0.07 6153 -13% 191.78
BP (BP) 0.06 25720 -7% 37.75
Yum! Brands (YUM) 0.06 8963 100.75
Kellogg Company (K) 0.06 14175 +209% 69.14
Enterprise Products Partners 0.06 31218 28.16
Key (KEY) 0.06 44963 20.24
KLA-Tencor Corporation (KLAC) 0.06 4975 -2% 178.09
iShares S&P; 500 Value Index (IVE) 0.06 7404 -12% 130.06
Vanguard Large-Cap ETF (VV) 0.06 6120 +14% 147.88
Vanguard Europe Pacific ETF (VEA) 0.06 21526 +2% 44.04
Vanguard Mid-Cap ETF (VO) 0.06 5217 +20% 178.26
iShares Russell 3000 Value Index (IWW) 0.06 14976 +12% 63.03
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.06 26651 +11% 33.58
Vanguard Sht Term Govt Bond ETF (VGSH) 0.06 16264 +112% 60.81
Ishares Inc core msci emkt 0.06 18752 +20% 53.75
Paypal Holdings 0.06 8309 +25% 108.20
Starwood Property Trust (STWD) 0.05 32590 +39% 24.85
PNC Financial Services (PNC) 0.05 5350 159.63
Costco Wholesale Corporation (COST) 0.05 2730 +14% 293.77
Waste Management (WM) 0.05 6717 113.89
Wells Fargo & Company (WFC) 0.05 15007 -10% 53.77
Automatic Data Processing (ADP) 0.05 4224 +4% 170.45
Thermo Fisher Scientific (TMO) 0.05 2572 +23% 325.04
Altria (MO) 0.05 15455 -13% 49.89
Nextera Energy Inc C om 0.05 3308 -21% 242.14
Target Corporation (TGT) 0.05 6291 -2% 128.28
UnitedHealth (UNH) 0.05 2459 -2% 294.02
QUALCOMM (QCOM) 0.05 8037 -8% 88.22
Danaher Corporation (DHR) 0.05 4784 +8% 153.43
Lowe's Companies (LOW) 0.05 6685 -5% 119.82
iShares Dow Jones US Real Estate (IYR) 0.05 8184 93.11
iShares Dow Jones Select Dividend (DVY) 0.05 7896 +6% 105.62
Industries N shs - a - 0.05 7762 NEW 94.43
Phillips 66 0.05 7425 111.38
Broadcom Ltd 0.05 2603 NEW 316.17
Invesco Exchange Traded Fd T ftse rafi 1000 0.05 6031 NEW 126.68
Truist Financial Corp equities 0.05 13665 NEW 56.35
iShares MSCI Emerging Markets Indx (EEM) 0.04 13283 +6% 44.87
Taiwan Semiconductor Mfg (TSM) 0.04 10985 -9% 58.08
Polaris Industries (PII) 0.04 5872 +43% 101.67
Harley-Davidson (HOG) 0.04 18773 +237% 37.18
Las Vegas Sands (LVS) 0.04 9531 69.04
Eastman Chemical Company (EMN) 0.04 8817 +6% 79.28
Interpublic Group of Companies (IPG) 0.04 30541 +8% 23.08
Becton, Dickinson and (BDX) 0.04 2592 +2% 271.99
Intuitive Surgical (ISRG) 0.04 959 +15% 591.24
American Electric Power Company (AEP) 0.04 6228 -19% 94.57
Vanguard Short-Term Bond ETF (BSV) 0.04 8167 80.57
Cedar Fair (FUN) 0.04 12142 +9% 55.43
Delta Air Lines (DAL) 0.04 10410 58.50
iShares Russell 1000 Index (IWB) 0.04 3814 +38% 178.29
Northwest Bancshares (NWBI) 0.04 34496 +40% 16.64
Agnico Com 0.04 10441 61.58
iShares Russell 1000 Growth Index (IWF) 0.04 3588 -10% 175.86
iShares Russell 2000 Value Index (IWN) 0.04 4822 -21% 128.58
SPDR Dow Jones Industrial Average ETF (DIA) 0.04 2100 +90% 285.24
SPDR S&P; MidCap 400 ETF (MDY) 0.04 1497 -5% 375.42
Utilities SPDR (XLU) 0.04 9147 +4% 64.61
Vanguard Growth ETF (VUG) 0.04 3227 +18% 182.21
Vanguard High Dividend Yield ETF (VYM) 0.04 6402 +9% 93.72
iShares FTSE NAREIT Real Est 50 Ind (FTY) 0.04 11232 54.58
Citigroup Inc 0.04 8644 -6% 79.94
Schwab Strategic Tr us dividend eq 0.04 10070 57.89
Spdr Series Trust aerospace def 0.04 5189 109.08
Eaton 0.04 6425 +4% 94.79
Etf Managers Tr tierra xp latin 0.04 32169 -2% 17.13
Tapestry 0.04 21207 NEW 26.97
Dow Inc 0.04 12397 NEW 54.69
Dupont De Nemours Inc Com 0.04 10005 NEW 64.17
Corning Incorporated (GLW) 0.03 18686 +19% 29.11
Goldman Sachs (GS) 0.03 1835 229.97
U.S. Ban (USB) 0.03 6904 +5% 59.24
Eli Lilly & Co. (LLY) 0.03 3889 +16% 131.40
Norfolk Southern (NSC) 0.03 2451 +4% 194.21
Edwards Lifesciences (EW) 0.03 2211 +6% 233.38
Kimberly-Clark Corporation (KMB) 0.03 3816 -10% 137.58
NVIDIA Corporation (NVDA) 0.03 2105 -6% 235.15
RPM International (RPM) 0.03 5983 76.72
Royal Caribbean Cruises Ltd. 0.03 3610 +32% 133.52
Union Pacific Corporation (UNP) 0.03 2871 -42% 180.77
Adobe Systems Incorporated (ADBE) 0.03 1564 329.92
Cincinnati Financial Corporation (CINF) 0.03 4094 -19% 105.28
Air Products & Chemicals (APD) 0.03 2045 +16% 234.72
Novartis AG (NVS) 0.03 4744 +7% 94.65
Lancaster Colony (LANC) 0.03 2501 159.94
Philip Morris International (PM) 0.03 5412 -4% 85.00
Schlumberger (SLB) 0.03 9856 -12% 40.18
Southern Company (SO) 0.03 7471 +24% 63.71
SAP AG (SAP) 0.03 3519 +2% 134.13
Valley National Ban (VLY) 0.03 37839 11.44
Clorox Company (CLX) 0.03 3450 153.62
Netflix (NFLX) 0.03 1392 -26% 323.28
Enbridge Inc 0.03 9939 -7% 39.74
Intuit (INTU) 0.03 1634 +2% 261.93
Wabtec Corporation (WAB) 0.03 5380 -4% 77.88
Agree Realty Corporation (ADC) 0.03 5646 NEW 70.14
Rockwell Automation (ROK) 0.03 2450 +10% 202.86
Magellan Midstream Partners (MMP) 0.03 6339 62.94
Financial Select Sector SPDR (XLF) 0.03 16544 -4% 30.77
Vanguard Small-Cap Value ETF (VBR) 0.03 3392 -5% 137.09
Tesla Motors (TSLA) 0.03 968 -5% 418.39
iShares MSCI EAFE Value Index (EFV) 0.03 9514 -3% 49.93
Vanguard Value ETF (VTV) 0.03 4558 +59% 119.79
SPDR S&P; Dividend (SDY) 0.03 4041 +5% 107.65
Vanguard Dividend Appreciation ETF (VIG) 0.03 3830 +3% 124.54
O'reilly Automotive Inc 0.03 1017 438.54
Vanguard Information Technology ETF (VGT) 0.03 1610 +13% 244.72
Vanguard Short Term Corporate Bond ETF (VCSH) 0.03 5886 +27% 81.04
Vanguard Russell 1000 Value Et 0.03 3293 -2% 119.95
Banner Corp Com 0.03 7142 56.57
Flexshares Tr mornstar upstr 0.03 12184 33.57
Duke Energy 0.03 4801 -31% 91.23
Zoetis Inc Cl A 0.03 3767 -8% 132.47
D First Tr Exchange-traded Fd 0.03 24455 NEW 20.08
Yum China Holdings 0.03 8740 48.05
Booking Holdings 0.03 246 NEW 2052.85
Invesco Zacks Multi-asset Income Etf exchange traded fund 0.03 22000 NEW 23.41
Linde Plc 0.03 2010 NEW 212.94
L3harris Technologies Inc Com stock 0.03 2051 NEW 197.95
HSBC Holdings (HBC) 0.02 8685 NEW 39.15
BlackRock (BLK) 0.02 765 +39% 503.27
Bank of New York Mellon Corporation (BK) 0.02 5068 -5% 50.32
Moody's Corporation (MCO) 0.02 1229 +4% 237.59
Health Care SPDR (XLV) 0.02 3792 101.79
Dominion Resources (D) 0.02 3824 -46% 82.90
Northrop Grumman Corporation (NOC) 0.02 957 -12% 343.78
PPG Industries (PPG) 0.02 2378 -7% 133.31
Paychex (PAYX) 0.02 3669 +16% 85.04
SYSCO Corporation (SYY) 0.02 3624 -4% 85.54
V.F. Corporation (VFC) 0.02 2438 99.67
AFLAC Incorporated (AFL) 0.02 6196 +2% 52.94
Nordstrom (JWN) 0.02 7671 NEW 40.93
Timken Company (TKR) 0.02 4261 NEW 56.32
Emerson Electric (EMR) 0.02 4346 -15% 76.16
Analog Devices (ADI) 0.02 2347 118.88
Raytheon Company (RTN) 0.02 1747 219.81
CVS Caremark Corporation (CVS) 0.02 4733 +16% 74.37
Olin Corporation (OLN) 0.02 14093 -26% 17.24
Williams-Sonoma (WSM) 0.02 3348 NEW 73.48
Allstate Corporation (ALL) 0.02 2406 -4% 112.64
Colgate-Palmolive Company (CL) 0.02 5251 68.75
ConocoPhillips (COP) 0.02 5089 65.04
Deere & Company (DE) 0.02 2196 +2% 173.04
Diageo (DEO) 0.02 1789 +7% 168.25
eBay (EBAY) 0.02 7597 36.07
General Mills (GIS) 0.02 6853 +21% 53.55
GlaxoSmithKline (GSK) 0.02 7950 +3% 47.04
Sanofi-Aventis SA (SNY) 0.02 5647 +4% 50.12
Stryker Corporation (SYK) 0.02 1706 +20% 209.85
TJX Companies (TJX) 0.02 4080 NEW 61.03
Illinois Tool Works (ITW) 0.02 2096 -36% 179.87
General Dynamics Corporation (GD) 0.02 2157 +9% 176.17
Roper Industries (ROP) 0.02 921 +7% 353.96
Seagate Technology Com Stk 0.02 5122 59.55
Nordson Corporation (NDSN) 0.02 2255 162.75
CHECK POINT SOFTWARE Technolog Com Stk 0.02 2604 +2% 110.98
McCormick & Company, Incorporated (MKC) 0.02 1437 169.80
Realty Income (O) 0.02 3959 73.76
Scotts Miracle-Gro Company (SMG) 0.02 2327 106.15
Technology SPDR (XLK) 0.02 3502 +3% 91.66
iShares Russell 2000 Growth Index (IWO) 0.02 1548 NEW 214.47
Consumer Staples Select Sect. SPDR (XLP) 0.02 4805 63.06
Dollar General (DG) 0.02 1715 +3% 156.27
iShares Barclays 20+ Yr Treas.Bond (TLT) 0.02 1866 +3% 135.58
iShares Barclays TIPS Bond Fund (TIP) 0.02 3124 +31% 116.52
iShares Cohen & Steers Realty Maj. (ICF) 0.02 2636 -34% 116.84
iShares Morningstar Large Growth (JKE) 0.02 1136 -5% 210.39
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.02 8880 -6% 37.61
Vanguard Mid-Cap Value ETF (VOE) 0.02 2973 -3% 119.07
iShares Lehman Short Treasury Bond (SHV) 0.02 3288 +46% 110.40
iShares MSCI EAFE Growth Index (EFG) 0.02 3777 86.58
iShares S&P; NA Tec.-SW. Idx. Fund (IGV) 0.02 1170 +4% 233.33
IQ Hedge Multi-Strategy Tracker (QAI) 0.02 12306 30.80
iShares Russell 3000 Growth Index (IWZ) 0.02 3731 +13% 67.54
Vanguard Total World Stock Idx Fd (VT) 0.02 4527 +2% 81.07
Vanguard Scottsdale Fds cmn 0.02 1831 147.46
Farmers Natl Banc Corp 0.02 22652 16.33
Schwab Strategic Tr us reit etf 0.02 6128 -18% 46.02
Ishares High Dividend Equity F 0.02 3071 +3% 98.01
Xylem 0.02 3212 78.77
American Tower Reit 0.02 1502 +4% 229.69
Wp Carey 0.02 3240 79.94
Mondelez Int 0.02 4667 55.07
Vanguard S&p 500 Etf idx fd 0.02 824 +3% 296.12
Intercontinentalexchange 0.02 3492 +35% 92.50
Extended Stay America 0.02 19107 -30% 14.86
Vodafone Group New Adr F 0.02 14181 -27% 19.32
Timkensteel 0.02 37291 -5% 7.86
Anthem 0.02 1263 NEW 301.66
Crown Castle Intl 0.02 1823 +7% 142.07
Welltower Inc Com reit 0.02 3679 -6% 81.82
Ferrari Nv Ord 0.02 2284 -5% 165.50
Vaneck Vectors Gold Miners mutual 0.02 8797 29.33
S&p Global 0.02 987 NEW 273.56
Invesco S&p 500 Low Volatility Etf 0.02 4465 NEW 58.23
Invesco Exchange Traded Fd T rusel mdcp gwt 0.02 3895 NEW 61.10
Corteva Inc Com 0.02 9436 NEW 29.57
ICICI Bank (IBN) 0.01 11725 +2% 15.10
Progressive Corporation (PGR) 0.01 2980 -16% 72.48
Ameriprise Financial (AMP) 0.01 1209 NEW 166.25
Travelers Companies (TRV) 0.01 1697 -27% 136.71
Gold Fields (GFI) 0.01 22696 6.61
Gartner (IT) 0.01 1446 154.22
Capital One Financial (COF) 0.01 2149 NEW 102.84
Royal Dutch Shell (RDS.A) 0.01 3609 NEW 59.02
Royal Dutch Shell (RDS.B) 0.01 3391 NEW 59.86
Texas Instruments Incorporated (TXN) 0.01 1560 -6% 128.21
Exelon Corporation (EXC) 0.01 5062 45.63
Marriott International (MAR) 0.01 1386 NEW 151.52
Prudential Financial (PRU) 0.01 2510 NEW 93.63
Constellation Brands (STZ) 0.01 1116 -16% 189.96
Align Technology (ALGN) 0.01 806 NEW 279.16
Banco Bilbao Vizcaya Argentaria SA (BBVA) 0.01 41374 +9% 5.58
Banco Itau Holding Financeira S.A. (ITUB) 0.01 12452 +2% 9.16
Oge Energy Corp (holding Co) Com Stk 0.01 4614 44.43
UGI Corporation (UGI) 0.01 5227 45.15
Vanguard Financials ETF (VFH) 0.01 2831 NEW 76.30
iShares FTSE KLD Select Scil Idx Fd (KLD) 0.01 1709 134.00
Vanguard REIT ETF (VNQ) 0.01 2424 +5% 92.82
Vanguard Mid-Cap Growth ETF (VOT) 0.01 1483 -38% 158.46
SPDR Barclays Capital Convertible SecETF (CWB) 0.01 4150 55.42
Invesco Van Kampen Senior Income Trust (VVR) 0.01 38460 4.29
Nuveen Multi-Strategy Income & Growth Fd (JPC) 0.01 11877 +11% 10.44
Nuveen Insd Dividend Advantage 0.01 10077 16.67
iShares FTSE KLD 400 Social Idx Fd (DSI) 0.01 1959 119.96
Athersys (ATHX) 0.01 105000 +31% 1.23
Kinder Morgan Inc. 0.01 10112 NEW 21.16
Ambev Sa- 0.01 30285 4.66
Sirius Xm Holdings 0.01 11000 7.18
Twitter 0.01 6369 -5% 32.03
Fidelity msci info tech i 0.01 3008 NEW 72.47
Allergan 0.01 1090 NEW 190.83
Invesco Bulletshares 2020 Corp 0.01 10115 NEW 21.26
Invesco Bulletshares 2021 Corp 0.01 9960 NEW 21.29
Invesco Exchange Traded Fd T s&p500 pur gwt 0.01 1699 NEW 126.55
Rts/bristol-myers Squibb Compa 0.01 49161 NEW 3.01
VAALCO Energy (EGY) 0.00 13177 NEW 2.20
Northern Oil & Gas (NOG) 0.00 14114 2.34
Lloyds TSB (LYG) 0.00 18156 +11% 3.30
Profire Energy 0.00 12764 NEW 1.49
Aurora Cannabis Inc snc 0.00 15995 NEW 2.19
Lineage Cell Therapeutics In 0.00 68721 NEW 0.89
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Past 13F-HR SEC Filings by Sequoia Financial Advisors

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