Sequoia Financial Advisors
Latest statistics and disclosures from Sequoia Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, IXUS, AGG, VONG, FNDF, and represent 26.68% of Sequoia Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: TFI (+$62M), TLH (+$34M), AAPL (+$33M), VTI (+$32M), SGOV (+$22M), VONG (+$21M), IXUS (+$19M), VZ (+$15M), ACWI (+$14M), MSFT (+$13M).
- Started 283 new stock positions in M, CEG, DTD, EGHT, ODFL, ANSS, PUK, DLR, MGA, TK.
- Reduced shares in these 10 stocks: MUB (-$36M), LDUR (-$33M), DFNM (-$18M), VTEB (-$17M), CMCSA (-$5.4M), GII (-$5.2M), TSM, DIS, RWO, SCHZ.
- Sold out of its positions in ARKK, Hall Of Fame Resort & Entmt, HBI, DJD, IGIB, MMP, NAK, XLY, TTM, Twitter. VPU, DLN.
- Sequoia Financial Advisors was a net buyer of stock by $684M.
- Sequoia Financial Advisors has $4.1B in assets under management (AUM), dropping by 28.25%.
- Central Index Key (CIK): 0001599900
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Portfolio Holdings for Sequoia Financial Advisors
Sequoia Financial Advisors holds 801 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Sequoia Financial Advisors has 801 total positions. Only the first 250 positions are shown.
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- Download the Sequoia Financial Advisors December 2022 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Vanguard Index Fds Total Stk Mkt (VTI) | 10.3 | $421M | +8% | 2.2M | 191.19 | |
Ishares Tr Core Msci Total (IXUS) | 5.6 | $229M | +9% | 4.0M | 57.88 | |
Ishares Tr Core Us Aggbd Et (AGG) | 4.2 | $171M | +6% | 1.8M | 96.99 | |
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 3.9 | $159M | +15% | 2.9M | 55.12 | |
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 2.6 | $107M | +7% | 3.7M | 29.07 | |
Apple (AAPL) | 2.3 | $94M | +53% | 723k | 129.93 | |
Ishares Tr National Mun Etf (MUB) | 2.0 | $81M | -30% | 768k | 105.52 | |
Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.0 | $80M | +9% | 1.8M | 45.02 | |
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 1.8 | $75M | +11% | 2.8M | 27.02 | |
Dimensional Etf Trust Us Equity Etf (DFUS) | 1.7 | $69M | +2% | 1.7M | 41.61 | |
Ishares Tr Msci Acwi Etf (ACWI) | 1.7 | $68M | +25% | 800k | 84.88 | |
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 1.7 | $67M | +1068% | 1.5M | 45.62 | |
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 1.6 | $65M | -21% | 1.4M | 47.81 | |
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) | 1.5 | $60M | +4% | 1.3M | 46.63 | |
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Vanguard Index Fds Value Etf (VTV) | 1.4 | $58M | +20% | 414k | 140.37 | |
Ishares Tr Core S&p Scp Etf (IJR) | 1.4 | $58M | +22% | 613k | 94.64 | |
Microsoft Corporation (MSFT) | 1.3 | $54M | +32% | 224k | 239.82 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.3 | $53M | 1.2M | 45.15 | ||
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $47M | +24% | 151k | 308.90 | |
Vanguard World Mega Cap Val Etf (MGV) | 1.1 | $46M | 443k | 102.85 | ||
Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $36M | +34% | 93k | 384.21 | |
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.9 | $35M | +20% | 702k | 50.11 | |
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.8 | $35M | +26% | 683k | 50.53 | |
Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.8 | $34M | NEW | 310k | 108.18 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.8 | $31M | -6% | 686k | 45.65 | |
JPMorgan Chase & Co. (JPM) | 0.7 | $30M | +35% | 220k | 134.10 | |
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.7 | $29M | +20% | 1.2M | 25.04 | |
Amazon (AMZN) | 0.7 | $28M | +60% | 332k | 84.00 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $25M | +6% | 179k | 141.25 | |
Verizon Communications (VZ) | 0.6 | $23M | +170% | 593k | 39.40 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.6 | $23M | -42% | 470k | 49.49 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 0.6 | $23M | 1.0M | 22.72 | ||
Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.6 | $23M | +25% | 518k | 43.95 | |
Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.5 | $22M | NEW | 223k | 100.14 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.5 | $20M | +9% | 262k | 77.51 | |
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.5 | $20M | +6% | 404k | 50.13 | |
Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.5 | $20M | 835k | 24.06 | ||
Exxon Mobil Corporation (XOM) | 0.5 | $20M | +43% | 177k | 110.30 | |
Merck & Co (MRK) | 0.5 | $19M | +37% | 175k | 110.95 | |
Alphabet Cap Stk Cl C (GOOG) | 0.4 | $18M | +49% | 206k | 88.73 | |
Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.4 | $18M | +3% | 346k | 51.15 | |
Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.4 | $18M | +20% | 265k | 66.58 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $18M | 66k | 266.28 | ||
Pepsi (PEP) | 0.4 | $17M | +77% | 97k | 180.66 | |
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.4 | $17M | -65% | 183k | 94.26 | |
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.4 | $17M | +15% | 380k | 44.98 | |
Cisco Systems (CSCO) | 0.4 | $17M | +49% | 349k | 47.64 | |
Home Depot (HD) | 0.4 | $17M | +33% | 52k | 315.86 | |
Chevron Corporation (CVX) | 0.4 | $16M | -3% | 91k | 179.49 | |
Wal-Mart Stores (WMT) | 0.4 | $16M | +39% | 115k | 141.79 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $16M | +7% | 42k | 382.43 | |
Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.4 | $16M | -6% | 323k | 49.23 | |
Ishares Core Msci Emkt (IEMG) | 0.4 | $16M | +21% | 335k | 46.70 | |
Huntington Bancshares Incorporated (HBAN) | 0.4 | $16M | +46% | 1.1M | 14.10 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $15M | +14% | 70k | 210.52 | |
Dimensional Etf Trust Internatnal Val (DFIV) | 0.4 | $15M | +4% | 480k | 30.40 | |
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.4 | $15M | +15% | 663k | 21.95 | |
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.4 | $14M | +3% | 317k | 45.52 | |
Honeywell International (HON) | 0.4 | $14M | +17% | 67k | 214.30 | |
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.3 | $14M | -9% | 144k | 98.65 | |
Medtronic SHS (MDT) | 0.3 | $13M | +81% | 171k | 77.72 | |
Phillips 66 (PSX) | 0.3 | $13M | +56% | 121k | 104.08 | |
Thermo Fisher Scientific (TMO) | 0.3 | $12M | +24% | 23k | 550.69 | |
Sherwin-Williams Company (SHW) | 0.3 | $12M | +145% | 52k | 237.33 | |
Gilead Sciences (GILD) | 0.3 | $12M | +15% | 138k | 85.85 | |
Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.3 | $12M | 192k | 60.36 | ||
Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.3 | $11M | 338k | 33.48 | ||
Laboratory Corp Amer Hldgs Com New (LH) | 0.3 | $11M | +5% | 48k | 235.48 | |
CVS Caremark Corporation (CVS) | 0.3 | $11M | +10% | 120k | 93.19 | |
Costco Wholesale Corporation (COST) | 0.3 | $11M | +34% | 24k | 456.50 | |
Servicenow (NOW) | 0.3 | $11M | +37% | 28k | 388.27 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $11M | -12% | 62k | 174.36 | |
Starbucks Corporation (SBUX) | 0.3 | $11M | +42% | 106k | 99.20 | |
Air Products & Chemicals (APD) | 0.3 | $11M | +42% | 34k | 308.26 | |
Goldman Sachs (GS) | 0.3 | $10M | +12% | 30k | 343.38 | |
Omni (OMC) | 0.3 | $10M | +45% | 128k | 81.57 | |
3M Company (MMM) | 0.3 | $10M | +72% | 87k | 119.92 | |
Realty Income (O) | 0.3 | $10M | +69% | 163k | 63.43 | |
BorgWarner (BWA) | 0.3 | $10M | +8% | 255k | 40.25 | |
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.3 | $10M | -8% | 422k | 24.28 | |
Smucker J M Com New (SJM) | 0.2 | $10M | +1276% | 64k | 158.46 | |
Unilever Spon Adr New (UL) | 0.2 | $10M | +48% | 198k | 50.35 | |
McDonald's Corporation (MCD) | 0.2 | $9.9M | -14% | 38k | 263.53 | |
Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $9.7M | +44% | 117k | 83.03 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $9.6M | -2% | 113k | 84.80 | |
Procter & Gamble Company (PG) | 0.2 | $9.6M | +61% | 63k | 151.56 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $9.6M | +28% | 172k | 55.56 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $9.5M | +97% | 108k | 88.23 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $9.5M | +4% | 162k | 58.50 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $9.5M | -4% | 234k | 40.51 | |
Paccar (PCAR) | 0.2 | $9.4M | +5% | 95k | 98.97 | |
Johnson & Johnson (JNJ) | 0.2 | $9.3M | +66% | 53k | 176.65 | |
salesforce (CRM) | 0.2 | $9.3M | +7% | 70k | 132.59 | |
Ecolab (ECL) | 0.2 | $9.2M | +12% | 63k | 145.56 | |
Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.2 | $8.9M | -7% | 208k | 42.65 | |
Edison International (EIX) | 0.2 | $8.9M | +49% | 139k | 63.62 | |
Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.2 | $8.7M | -8% | 94k | 93.00 | |
NiSource (NI) | 0.2 | $8.7M | +48% | 318k | 27.42 | |
First Tr Exchange-traded Dj Internt Idx (FDN) | 0.2 | $8.6M | 70k | 123.15 | ||
Clorox Company (CLX) | 0.2 | $8.6M | +61% | 61k | 140.33 | |
Brookfield Infrast Partners Lp Int Unit (BIP) | 0.2 | $8.4M | 273k | 30.99 | ||
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.2 | $8.4M | 85k | 98.21 | ||
Us Bancorp Del Com New (USB) | 0.2 | $8.3M | +46% | 190k | 43.61 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $7.8M | +45% | 103k | 75.54 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $7.7M | 172k | 44.81 | ||
NVIDIA Corporation (NVDA) | 0.2 | $7.5M | +102% | 51k | 146.14 | |
Zimmer Holdings (ZBH) | 0.2 | $7.4M | +6% | 58k | 127.50 | |
Freeport-mcmoran CL B (FCX) | 0.2 | $7.4M | +7% | 195k | 38.00 | |
Paypal Holdings (PYPL) | 0.2 | $7.4M | +9% | 104k | 71.22 | |
Comerica Incorporated (CMA) | 0.2 | $7.3M | +49% | 109k | 66.85 | |
M&T Bank Corporation (MTB) | 0.2 | $7.3M | +46% | 50k | 145.06 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $7.2M | 110k | 66.02 | ||
UnitedHealth (UNH) | 0.2 | $7.1M | +73% | 13k | 530.17 | |
Palo Alto Networks (PANW) | 0.2 | $7.0M | +7% | 50k | 139.54 | |
Activision Blizzard (ATVI) | 0.2 | $6.9M | +9% | 90k | 76.55 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $6.8M | +53% | 50k | 135.75 | |
Pioneer Natural Resources (PXD) | 0.2 | $6.8M | +14% | 30k | 228.39 | |
Zoetis Cl A (ZTS) | 0.2 | $6.6M | +1578% | 45k | 146.55 | |
Blackstone Group Inc Com Cl A (BX) | 0.2 | $6.6M | +59% | 89k | 74.19 | |
Msc Indl Direct Cl A (MSM) | 0.2 | $6.5M | +39% | 80k | 81.70 | |
Ishares Tr Select Divid Etf (DVY) | 0.2 | $6.4M | +46% | 54k | 120.60 | |
Progressive Corporation (PGR) | 0.2 | $6.2M | +862% | 48k | 129.71 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $6.2M | +20% | 26k | 241.89 | |
United Parcel Service CL B (UPS) | 0.2 | $6.2M | +74% | 35k | 173.84 | |
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $6.1M | -3% | 259k | 23.67 | |
Tesla Motors (TSLA) | 0.1 | $6.1M | +34% | 50k | 123.18 | |
Toronto Dominion Bk Ont Com New (TD) | 0.1 | $6.1M | +30% | 94k | 64.76 | |
Visa Com Cl A (V) | 0.1 | $5.9M | +62% | 29k | 207.76 | |
Abbvie (ABBV) | 0.1 | $5.9M | -16% | 37k | 161.61 | |
Corning Incorporated (GLW) | 0.1 | $5.9M | +53% | 184k | 31.94 | |
Pfizer (PFE) | 0.1 | $5.5M | +68% | 108k | 51.24 | |
Intel Corporation (INTC) | 0.1 | $5.5M | +21% | 208k | 26.43 | |
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $5.3M | +36% | 144k | 36.93 | |
Advance Auto Parts (AAP) | 0.1 | $5.2M | +45% | 36k | 147.03 | |
Cabot Oil & Gas Corporation (CTRA) | 0.1 | $5.1M | NEW | 208k | 24.57 | |
Select Sector Spdr Tr Energy (XLE) | 0.1 | $5.1M | +5% | 58k | 87.47 | |
Spdr Index Shs Fds S&p Gblinf Etf (GII) | 0.1 | $5.0M | -50% | 96k | 52.42 | |
J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $5.0M | NEW | 101k | 49.69 | |
Eli Lilly & Co. (LLY) | 0.1 | $4.8M | +118% | 13k | 365.85 | |
Vanguard World Fds Health Car Etf (VHT) | 0.1 | $4.6M | -11% | 19k | 248.04 | |
Newell Rubbermaid (NWL) | 0.1 | $4.6M | +95% | 349k | 13.08 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $4.4M | +12% | 88k | 50.14 | |
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $4.2M | -30% | 25k | 169.64 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $4.1M | +51% | 20k | 203.81 | |
Lockheed Martin Corporation (LMT) | 0.1 | $4.0M | +111% | 8.3k | 486.48 | |
Nextera Energy (NEE) | 0.1 | $4.0M | +62% | 48k | 83.60 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $4.0M | +320% | 96k | 41.97 | |
TransDigm Group Incorporated (TDG) | 0.1 | $4.0M | NEW | 6.4k | 629.65 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $4.0M | +80% | 11k | 351.35 | |
Mastercard Incorporated Cl A (MA) | 0.1 | $3.7M | +97% | 11k | 347.71 | |
Eaton Corp SHS (ETN) | 0.1 | $3.6M | +296% | 23k | 156.95 | |
Southern Company (SO) | 0.1 | $3.6M | +163% | 50k | 71.41 | |
Amgen (AMGN) | 0.1 | $3.5M | +133% | 13k | 262.64 | |
Ford Motor Company (F) | 0.1 | $3.4M | +46% | 292k | 11.63 | |
Meta Platforms Cl A (META) | 0.1 | $3.3M | +102% | 27k | 120.34 | |
Coca-Cola Company (KO) | 0.1 | $3.3M | +81% | 52k | 63.61 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $3.3M | +2% | 22k | 151.65 | |
Abbott Laboratories (ABT) | 0.1 | $3.2M | +77% | 29k | 109.79 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $3.2M | +24% | 12k | 266.84 | |
Liberty Media Corp Del Com C Braves Grp (BATRK) | 0.1 | $3.2M | NEW | 99k | 32.23 | |
Select Sector Spdr Tr Financial (XLF) | 0.1 | $3.2M | 94k | 34.20 | ||
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $3.2M | -3% | 60k | 52.57 | |
Dollar General (DG) | 0.1 | $3.1M | +943% | 13k | 246.25 | |
Parker-Hannifin Corporation (PH) | 0.1 | $3.1M | +339% | 11k | 290.99 | |
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) | 0.1 | $3.0M | NEW | 129k | 23.36 | |
Walt Disney Company (DIS) | 0.1 | $2.9M | -60% | 34k | 86.88 | |
Raytheon Technologies Corp (RTX) | 0.1 | $2.9M | +49% | 29k | 100.92 | |
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $2.9M | +56% | 34k | 86.19 | |
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.1 | $2.9M | -54% | 71k | 40.90 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $2.9M | +39% | 40k | 71.84 | |
Wisdomtree Tr Yield Enhanced (SHAG) | 0.1 | $2.9M | -27% | 61k | 46.66 | |
International Business Machines (IBM) | 0.1 | $2.7M | +59% | 19k | 140.89 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $2.7M | +69% | 19k | 145.07 | |
Oracle Corporation (ORCL) | 0.1 | $2.7M | +61% | 33k | 81.74 | |
Bank of America Corporation (BAC) | 0.1 | $2.7M | +44% | 80k | 33.12 | |
Boeing Company (BA) | 0.1 | $2.6M | +51% | 14k | 190.49 | |
Danaher Corporation (DHR) | 0.1 | $2.6M | +57% | 9.9k | 265.43 | |
Chord Energy Corporation Com New (CHRD) | 0.1 | $2.6M | -7% | 19k | 136.81 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.6M | +31% | 12k | 214.24 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $2.5M | +83% | 40k | 61.64 | |
Caterpillar (CAT) | 0.1 | $2.5M | +11% | 10k | 239.55 | |
Comcast Corp Cl A (CMCSA) | 0.1 | $2.5M | -68% | 71k | 34.97 | |
Texas Instruments Incorporated (TXN) | 0.1 | $2.4M | +130% | 15k | 165.22 | |
ConocoPhillips (COP) | 0.1 | $2.4M | +67% | 21k | 118.00 | |
Shyft Group (SHYF) | 0.1 | $2.4M | NEW | 96k | 24.86 | |
Advanced Micro Devices (AMD) | 0.1 | $2.4M | -31% | 37k | 64.77 | |
C H Robinson Worldwide Com New (CHRW) | 0.1 | $2.4M | +12% | 26k | 91.56 | |
Qualcomm (QCOM) | 0.1 | $2.4M | +107% | 21k | 109.94 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $2.3M | +33% | 13k | 183.54 | |
Lowe's Companies (LOW) | 0.1 | $2.3M | +51% | 12k | 199.24 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $2.3M | -67% | 31k | 74.49 | |
Bristol Myers Squibb (BMY) | 0.1 | $2.3M | +55% | 32k | 71.95 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $2.3M | -17% | 22k | 105.43 | |
Anthem (ELV) | 0.1 | $2.2M | +42% | 4.4k | 512.97 | |
At&t (T) | 0.1 | $2.2M | +38% | 120k | 18.41 | |
Aon Shs Cl A (AON) | 0.1 | $2.2M | +428% | 7.3k | 300.13 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $2.2M | +97% | 20k | 108.21 | |
Dimensional Etf Trust Intl Small Cap V (DISV) | 0.1 | $2.2M | +153% | 97k | 22.21 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $2.1M | +24% | 33k | 65.61 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.1M | +106% | 14k | 151.84 | |
Premier Financial Corp (PFC) | 0.1 | $2.1M | +119% | 79k | 26.97 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $2.1M | +5% | 67k | 31.00 | |
Broadcom (AVGO) | 0.0 | $2.0M | +101% | 3.6k | 559.12 | |
Ishares Tr Mbs Etf (MBB) | 0.0 | $2.0M | -17% | 21k | 92.75 | |
Telefonica S A Sponsored Adr (TEF) | 0.0 | $2.0M | +3857% | 552k | 3.57 | |
Truist Financial Corp equities (TFC) | 0.0 | $2.0M | +13% | 46k | 43.03 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $1.9M | +620% | 23k | 83.60 | |
Lam Research Corporation (LRCX) | 0.0 | $1.9M | +25% | 4.5k | 420.34 | |
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $1.8M | 35k | 51.79 | ||
Select Sector Spdr Tr Technology (XLK) | 0.0 | $1.8M | -5% | 14k | 124.44 | |
American Electric Power Company (AEP) | 0.0 | $1.8M | +42% | 19k | 94.95 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $1.8M | -10% | 27k | 65.64 | |
Northwest Bancshares (NWBI) | 0.0 | $1.8M | +4% | 125k | 13.98 | |
Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $1.7M | -6% | 25k | 70.63 | |
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT) | 0.0 | $1.7M | NEW | 71k | 24.13 | |
Target Corporation (TGT) | 0.0 | $1.7M | +41% | 11k | 149.03 | |
Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $1.7M | 30k | 56.48 | ||
Adobe Systems Incorporated (ADBE) | 0.0 | $1.7M | +186% | 5.0k | 336.53 | |
Philip Morris International (PM) | 0.0 | $1.7M | +72% | 17k | 101.21 | |
Morgan Stanley Com New (MS) | 0.0 | $1.7M | -20% | 20k | 85.02 | |
Union Pacific Corporation (UNP) | 0.0 | $1.6M | +148% | 7.9k | 207.08 | |
Intuitive Surgical Com New (ISRG) | 0.0 | $1.6M | +102% | 6.1k | 265.35 | |
Nike CL B (NKE) | 0.0 | $1.6M | +52% | 14k | 117.01 | |
Marathon Petroleum Corp (MPC) | 0.0 | $1.6M | +26% | 14k | 116.39 | |
Deere & Company (DE) | 0.0 | $1.6M | +86% | 3.6k | 428.79 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $1.6M | +20% | 12k | 135.85 | |
Linde SHS (LIN) | 0.0 | $1.6M | +51% | 4.8k | 326.18 | |
Automatic Data Processing (ADP) | 0.0 | $1.5M | +20% | 6.5k | 238.87 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $1.5M | +19% | 23k | 67.45 | |
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $1.5M | -8% | 31k | 48.24 | |
Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $1.5M | -18% | 18k | 81.52 | |
Ishares Tr Core Msci Euro (IEUR) | 0.0 | $1.5M | 31k | 47.50 | ||
Astrazeneca Sponsored Adr (AZN) | 0.0 | $1.5M | +78% | 22k | 67.80 | |
Cgi Cl A Sub Vtg (GIB) | 0.0 | $1.5M | NEW | 17k | 86.13 | |
General Dynamics Corporation (GD) | 0.0 | $1.5M | +30% | 5.9k | 248.11 | |
Shell Spon Ads (SHEL) | 0.0 | $1.4M | +39% | 25k | 56.95 | |
Netflix (NFLX) | 0.0 | $1.4M | +101% | 4.9k | 294.86 | |
Wells Fargo & Company (WFC) | 0.0 | $1.4M | +34% | 34k | 41.29 | |
McKesson Corporation (MCK) | 0.0 | $1.4M | +250% | 3.8k | 375.16 | |
Intuit (INTU) | 0.0 | $1.4M | +40% | 3.6k | 389.20 | |
Novo-nordisk A S Adr (NVO) | 0.0 | $1.4M | +82% | 10k | 135.34 | |
Yum! Brands (YUM) | 0.0 | $1.4M | +377% | 11k | 128.08 | |
Monster Beverage Corp (MNST) | 0.0 | $1.4M | NEW | 14k | 101.53 | |
PNC Financial Services (PNC) | 0.0 | $1.4M | +13% | 8.7k | 157.94 | |
Applied Materials (AMAT) | 0.0 | $1.4M | -12% | 14k | 97.38 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $1.4M | -40% | 35k | 38.98 | |
Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $1.4M | +139% | 15k | 90.48 | |
Gentex Corporation (GNTX) | 0.0 | $1.3M | NEW | 49k | 27.27 | |
Vanguard Index Fds Growth Etf (VUG) | 0.0 | $1.3M | +47% | 6.3k | 213.10 | |
American Express Company (AXP) | 0.0 | $1.3M | +64% | 9.1k | 147.74 |
Past Filings by Sequoia Financial Advisors
SEC 13F filings are viewable for Sequoia Financial Advisors going back to 2013
- Sequoia Financial Advisors 2022 Q4 restated filed Feb. 10, 2023
- Sequoia Financial Advisors 2022 Q4 filed Jan. 18, 2023
- Sequoia Financial Advisors 2022 Q3 filed Oct. 26, 2022
- Sequoia Financial Advisors 2022 Q2 filed July 22, 2022
- Sequoia Financial Advisors 2022 Q1 filed May 13, 2022
- Sequoia Financial Advisors 2021 Q4 restated filed Feb. 22, 2022
- Sequoia Financial Advisors 2021 Q4 filed Feb. 11, 2022
- Sequoia Financial Advisors 2021 Q3 filed Oct. 26, 2021
- Sequoia Financial Advisors 2021 Q2 filed July 27, 2021
- Sequoia Financial Advisors 2021 Q1 filed May 14, 2021
- Sequoia Financial Advisors 2020 Q4 filed Feb. 12, 2021
- Sequoia Financial Advisors 2020 Q3 filed Oct. 23, 2020
- Sequoia Financial Advisors 2020 Q2 restated filed Aug. 25, 2020
- Sequoia Financial Advisors 2020 Q2 filed Aug. 11, 2020
- Sequoia Financial Advisors 2020 Q1 filed May 11, 2020
- Sequoia Financial Advisors 2019 Q4 filed Feb. 13, 2020