Sequoia Financial Advisors
Latest statistics and disclosures from Sequoia Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, IXUS, VONG, AGG, RRR, and represent 23.29% of Sequoia Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: PANW (+$49M), WYNN (+$47M), GDEN (+$36M), PLNT (+$24M), SCI (+$14M), KHC (+$14M), AMT (+$9.4M), NVDA (+$9.1M), NEE (+$8.7M), SGOV (+$5.1M).
- Started 58 new stock positions in JBL, SPSM, AMJ, STEM, KWEB, BAP, BWXT, BB, NWL, HLAL.
- Reduced shares in these 10 stocks: , Radius Global Infrastrctre I (-$27M), BRK.B (-$16M), COST (-$12M), ATVI (-$11M), PCAR (-$10M), HD (-$8.9M), APTV (-$8.7M), GLD (-$6.9M), CZR (-$5.9M).
- Sold out of its positions in AMN, Aerojet Rocketdy, AFRM, BCE, VXX, BBWI, BIO, TECH, CRH, FUN.
- Sequoia Financial Advisors was a net buyer of stock by $103M.
- Sequoia Financial Advisors has $5.7B in assets under management (AUM), dropping by -2.14%.
- Central Index Key (CIK): 0001599900
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Portfolio Holdings for Sequoia Financial Advisors
Sequoia Financial Advisors holds 958 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Sequoia Financial Advisors has 958 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Sequoia Financial Advisors Sept. 30, 2023 positions
- Download the Sequoia Financial Advisors September 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 9.2 | $527M | 2.5M | 212.41 |
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| Ishares Tr Core Msci Total (IXUS) | 4.5 | $258M | 4.3M | 59.99 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 3.7 | $211M | 3.1M | 68.44 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 3.2 | $181M | +2% | 1.9M | 94.04 |
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| Red Rock Resorts Cl A (RRR) | 2.7 | $152M | 3.7M | 41.00 |
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| Apple (AAPL) | 2.5 | $140M | 820k | 171.21 |
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| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 2.2 | $127M | 4.0M | 31.67 |
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| Palo Alto Networks (PANW) | 2.0 | $115M | +75% | 489k | 234.44 |
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| Ishares Tr National Mun Etf (MUB) | 1.9 | $110M | -4% | 1.1M | 102.54 |
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| Amazon (AMZN) | 1.9 | $109M | +2% | 860k | 127.12 |
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| Vanguard Index Fds Value Etf (VTV) | 1.7 | $99M | 720k | 137.93 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 1.7 | $96M | +2% | 1.0M | 92.37 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 1.7 | $96M | 3.2M | 29.95 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.6 | $92M | -7% | 537k | 171.45 |
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| Microsoft Corporation (MSFT) | 1.5 | $85M | +6% | 270k | 315.75 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.5 | $85M | 2.0M | 43.56 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $82M | 629k | 130.86 |
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 1.3 | $77M | 1.6M | 46.55 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $68M | -19% | 193k | 350.30 |
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| Spdr Index Shs Fds Portfli Msci Gbl (SPGM) | 1.2 | $67M | 1.3M | 50.49 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.2 | $67M | +2% | 707k | 94.33 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.0 | $59M | 1.2M | 48.10 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.9 | $53M | -2% | 1.0M | 50.60 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.9 | $51M | +4% | 518k | 98.47 |
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| Vici Pptys (VICI) | 0.9 | $50M | 1.7M | 29.51 |
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| Caesars Entertainment (CZR) | 0.9 | $49M | -10% | 1.0M | 46.35 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.8 | $47M | 464k | 101.40 |
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| Wynn Resorts (WYNN) | 0.8 | $47M | +20031% | 507k | 92.41 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.8 | $45M | +6% | 1.1M | 40.37 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $44M | -5% | 102k | 427.48 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.8 | $43M | 159k | 272.31 |
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| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.7 | $38M | -8% | 814k | 46.47 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $38M | +7% | 286k | 131.85 |
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| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.6 | $37M | 747k | 48.88 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $36M | +3% | 83k | 429.43 |
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| Golden Entmt (GDEN) | 0.6 | $36M | NEW | 1.0M | 34.18 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.6 | $34M | +17% | 338k | 100.67 |
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| NVIDIA Corporation (NVDA) | 0.6 | $33M | +37% | 77k | 434.99 |
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| Blackstone Group Inc Com Cl A (BX) | 0.6 | $33M | +14% | 310k | 107.14 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $32M | 221k | 145.02 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.5 | $31M | 677k | 45.69 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.5 | $31M | -3% | 605k | 50.45 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.5 | $30M | +4% | 1.2M | 26.11 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $29M | +8% | 248k | 117.58 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.5 | $28M | +6% | 1.2M | 22.04 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $26M | +6% | 73k | 358.27 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.5 | $26M | 590k | 44.23 |
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| Wal-Mart Stores (WMT) | 0.4 | $25M | +8% | 157k | 159.93 |
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| Vail Resorts (MTN) | 0.4 | $25M | 112k | 221.89 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.4 | $25M | +7% | 325k | 75.98 |
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| Planet Fitness Cl A (PLNT) | 0.4 | $24M | NEW | 497k | 49.18 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $23M | 162k | 141.69 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.4 | $23M | 436k | 52.49 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.4 | $22M | 336k | 66.66 |
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| Walker & Dunlop (WD) | 0.4 | $22M | +16% | 296k | 74.24 |
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| Verizon Communications (VZ) | 0.4 | $22M | +4% | 675k | 32.41 |
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| Honeywell International (HON) | 0.4 | $22M | +25% | 117k | 184.74 |
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| salesforce (CRM) | 0.4 | $21M | +10% | 102k | 202.78 |
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| Ishares Core Msci Emkt (IEMG) | 0.4 | $21M | +3% | 434k | 47.59 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.3 | $19M | +10% | 437k | 43.78 |
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| Kraft Heinz (KHC) | 0.3 | $19M | +299% | 561k | 33.64 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.3 | $18M | 542k | 32.62 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.3 | $18M | +13% | 753k | 23.31 |
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| Goldman Sachs (GS) | 0.3 | $18M | +13% | 54k | 323.57 |
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| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.3 | $17M | 701k | 24.89 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 0.3 | $17M | +12% | 674k | 25.69 |
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| Ecolab (ECL) | 0.3 | $17M | +13% | 101k | 169.40 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.3 | $17M | -4% | 339k | 50.26 |
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| CVS Caremark Corporation (CVS) | 0.3 | $16M | +13% | 234k | 69.82 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.3 | $16M | -14% | 591k | 27.05 |
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| Tesla Motors (TSLA) | 0.3 | $16M | +4% | 64k | 250.22 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $16M | -5% | 67k | 234.92 |
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| Laboratory Corp Amer Hldgs Com New (LH) | 0.3 | $15M | +16% | 76k | 201.05 |
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| Zoetis Cl A (ZTS) | 0.3 | $15M | +6% | 87k | 173.98 |
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| BorgWarner (BWA) | 0.3 | $15M | +21% | 375k | 40.37 |
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| American Tower Reit (AMT) | 0.3 | $15M | +165% | 91k | 164.45 |
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| Sherwin-Williams Company (SHW) | 0.3 | $15M | +3% | 57k | 255.05 |
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| Service Corporation International (SCI) | 0.3 | $14M | NEW | 251k | 57.14 |
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| Pepsi (PEP) | 0.2 | $14M | -3% | 83k | 169.44 |
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| Nike CL B (NKE) | 0.2 | $14M | +46% | 143k | 95.62 |
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| Baxter International (BAX) | 0.2 | $14M | +17% | 357k | 37.74 |
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| Cisco Systems (CSCO) | 0.2 | $13M | -13% | 247k | 53.76 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.2 | $13M | -2% | 273k | 47.94 |
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| Endeavor Group Hldgs Cl A Com (EDR) | 0.2 | $13M | -11% | 646k | 19.90 |
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| Zimmer Holdings (ZBH) | 0.2 | $13M | +42% | 113k | 112.22 |
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| Servicenow (NOW) | 0.2 | $13M | -23% | 22k | 558.97 |
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| Freeport-mcmoran CL B (FCX) | 0.2 | $12M | +11% | 324k | 37.29 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $12M | -6% | 256k | 47.01 |
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| Nextera Energy (NEE) | 0.2 | $12M | +275% | 206k | 57.29 |
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| Pioneer Natural Resources (PXD) | 0.2 | $12M | +10% | 51k | 229.55 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.2 | $12M | 185k | 63.49 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $11M | 252k | 44.34 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $11M | +11% | 200k | 54.90 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.2 | $11M | 431k | 25.36 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $11M | 158k | 68.42 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.2 | $11M | 68k | 159.61 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $11M | 180k | 59.28 |
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| Meta Platforms Cl A (META) | 0.2 | $10M | +2% | 34k | 300.21 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.2 | $10M | -3% | 301k | 34.02 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $10M | -2% | 387k | 26.20 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $10M | -4% | 97k | 102.86 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $10M | -2% | 137k | 72.72 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.2 | $9.8M | 97k | 101.33 |
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| Home Depot (HD) | 0.2 | $9.8M | -47% | 32k | 302.16 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $9.7M | -3% | 55k | 176.76 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $9.3M | 224k | 41.42 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $9.0M | -2% | 96k | 94.19 |
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| UnitedHealth (UNH) | 0.2 | $8.9M | +22% | 18k | 504.18 |
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| Procter & Gamble Company (PG) | 0.2 | $8.8M | 61k | 145.86 |
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| Phillips 66 (PSX) | 0.2 | $8.7M | -26% | 72k | 120.15 |
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| Johnson & Johnson (JNJ) | 0.1 | $8.4M | -2% | 54k | 155.75 |
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| Chevron Corporation (CVX) | 0.1 | $8.3M | -3% | 49k | 168.62 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $8.2M | 81k | 101.38 |
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| Gilead Sciences (GILD) | 0.1 | $8.1M | -4% | 108k | 74.94 |
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| Pfizer (PFE) | 0.1 | $8.0M | -8% | 240k | 33.17 |
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| Visa Com Cl A (V) | 0.1 | $7.7M | +2% | 34k | 230.01 |
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| Starbucks Corporation (SBUX) | 0.1 | $7.6M | -3% | 83k | 91.27 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $7.6M | 257k | 29.40 |
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| Eli Lilly & Co. (LLY) | 0.1 | $7.5M | 14k | 537.15 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $7.4M | 148k | 49.85 |
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| Unilever Spon Adr New (UL) | 0.1 | $7.2M | -5% | 146k | 49.40 |
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| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.1 | $7.2M | -4% | 174k | 41.51 |
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| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.1 | $7.1M | -4% | 78k | 91.12 |
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| Progressive Corporation (PGR) | 0.1 | $7.1M | +3% | 51k | 139.30 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $6.9M | -15% | 73k | 94.70 |
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| Citigroup Com New (C) | 0.1 | $6.7M | -12% | 164k | 41.13 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $6.7M | +15% | 17k | 392.93 |
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| M&T Bank Corporation (MTB) | 0.1 | $6.4M | -9% | 51k | 126.45 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $6.4M | 64k | 100.14 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $6.4M | 72k | 88.26 |
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| Air Products & Chemicals (APD) | 0.1 | $6.3M | +9% | 22k | 283.40 |
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| Edison International (EIX) | 0.1 | $6.3M | -6% | 99k | 63.29 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $6.2M | +18% | 601k | 10.40 |
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| Realty Income (O) | 0.1 | $6.1M | -6% | 122k | 49.94 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $6.0M | 93k | 64.46 |
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| Merck & Co (MRK) | 0.1 | $6.0M | +2% | 58k | 103.08 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $5.9M | -8% | 64k | 93.18 |
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| Costco Wholesale Corporation (COST) | 0.1 | $5.9M | -67% | 10k | 564.94 |
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| Dimensional Etf Trust Short Duration F (DFSD) | 0.1 | $5.9M | +5% | 126k | 46.38 |
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| Abbvie (ABBV) | 0.1 | $5.8M | +4% | 39k | 149.06 |
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| McDonald's Corporation (MCD) | 0.1 | $5.8M | 22k | 263.44 |
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| Corning Incorporated (GLW) | 0.1 | $5.7M | -7% | 188k | 30.47 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $5.7M | 239k | 23.94 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $5.7M | +12% | 23k | 249.35 |
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| NiSource (NI) | 0.1 | $5.5M | -7% | 224k | 24.68 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $5.4M | 6.4k | 843.13 |
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| Digital Realty Trust (DLR) | 0.1 | $5.4M | -23% | 44k | 121.02 |
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| Eastman Chemical Company (EMN) | 0.1 | $5.3M | -8% | 70k | 76.72 |
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| United Parcel Service CL B (UPS) | 0.1 | $5.2M | -4% | 34k | 155.87 |
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| Medtronic SHS (MDT) | 0.1 | $5.2M | -5% | 67k | 78.36 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $5.1M | -10% | 99k | 51.87 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 0.1 | $5.0M | +5% | 218k | 23.19 |
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| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.1 | $5.0M | -6% | 54k | 93.74 |
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| General Dynamics Corporation (GD) | 0.1 | $5.0M | -9% | 23k | 220.97 |
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| ConocoPhillips (COP) | 0.1 | $4.8M | -2% | 40k | 119.81 |
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| Us Bancorp Del Com New (USB) | 0.1 | $4.7M | -12% | 142k | 33.06 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $4.7M | 12k | 395.92 |
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| Oracle Corporation (ORCL) | 0.1 | $4.7M | +5% | 44k | 105.92 |
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| Kroger (KR) | 0.1 | $4.6M | -6% | 103k | 44.75 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $4.4M | -2% | 41k | 107.64 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $4.4M | -6% | 73k | 60.26 |
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| Wec Energy Group (WEC) | 0.1 | $4.2M | +1149% | 53k | 80.55 |
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| Spdr Index Shs Fds S&p Gblinf Etf (GII) | 0.1 | $4.2M | -10% | 84k | 49.26 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.1 | $4.1M | +12% | 211k | 19.52 |
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| Advanced Micro Devices (AMD) | 0.1 | $4.1M | +6% | 40k | 102.82 |
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| Wp Carey (WPC) | 0.1 | $4.1M | -6% | 76k | 54.08 |
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| Eaton Corp SHS (ETN) | 0.1 | $4.0M | +6% | 19k | 213.28 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $4.0M | 10k | 389.52 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $4.0M | +3% | 13k | 307.11 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $4.0M | -7% | 56k | 70.76 |
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| Broadcom (AVGO) | 0.1 | $3.9M | +5% | 4.7k | 830.66 |
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| Amgen (AMGN) | 0.1 | $3.8M | 14k | 268.76 |
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| Boeing Company (BA) | 0.1 | $3.7M | 20k | 191.68 |
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| Ford Motor Company (F) | 0.1 | $3.7M | -25% | 298k | 12.42 |
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| Bank of America Corporation (BAC) | 0.1 | $3.7M | -3% | 134k | 27.38 |
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| Walgreen Boots Alliance (WBA) | 0.1 | $3.6M | -2% | 163k | 22.24 |
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| Globus Med Cl A (GMED) | 0.1 | $3.6M | 73k | 49.65 |
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| Netflix (NFLX) | 0.1 | $3.6M | 9.5k | 377.60 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $3.5M | -19% | 71k | 50.18 |
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| Southern Company (SO) | 0.1 | $3.5M | -2% | 55k | 64.72 |
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| Linde SHS (LIN) | 0.1 | $3.5M | +65% | 9.5k | 372.36 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $3.5M | +3% | 40k | 86.95 |
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| Vanguard World Fds Health Car Etf (VHT) | 0.1 | $3.4M | -7% | 15k | 235.09 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $3.4M | -3% | 38k | 90.39 |
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| Coca-Cola Company (KO) | 0.1 | $3.3M | -7% | 58k | 55.99 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $3.2M | -3% | 21k | 151.82 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $3.2M | +7% | 6.3k | 506.16 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $3.1M | -3% | 7.7k | 408.98 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $3.0M | 19k | 163.93 |
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| Caterpillar (CAT) | 0.1 | $3.0M | 11k | 273.00 |
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| General Electric Com New (GE) | 0.1 | $3.0M | 27k | 110.55 |
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| Abbott Laboratories (ABT) | 0.1 | $2.9M | -4% | 30k | 96.85 |
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| Lam Research Corporation (LRCX) | 0.1 | $2.9M | 4.6k | 626.79 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $2.9M | 5.7k | 509.89 |
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| Global Payments (GPN) | 0.0 | $2.8M | 25k | 115.39 |
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| Walt Disney Company (DIS) | 0.0 | $2.8M | -4% | 35k | 81.05 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $2.8M | -2% | 11k | 266.01 |
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| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.0 | $2.7M | +3% | 116k | 23.78 |
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| Smucker J M Com New (SJM) | 0.0 | $2.7M | -65% | 22k | 122.91 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $2.7M | -2% | 81k | 33.17 |
|
| International Business Machines (IBM) | 0.0 | $2.7M | -3% | 19k | 140.30 |
|
| Lowe's Companies (LOW) | 0.0 | $2.7M | 13k | 207.83 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $2.6M | +104% | 29k | 90.94 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.0 | $2.6M | -16% | 115k | 22.57 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $2.6M | -3% | 53k | 48.50 |
|
| Uber Technologies (UBER) | 0.0 | $2.5M | -6% | 55k | 45.99 |
|
| Danaher Corporation (DHR) | 0.0 | $2.5M | +6% | 10k | 248.11 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $2.4M | +30% | 35k | 69.29 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.0 | $2.4M | -5% | 51k | 48.37 |
|
| Intel Corporation (INTC) | 0.0 | $2.4M | 68k | 35.55 |
|
|
| McKesson Corporation (MCK) | 0.0 | $2.3M | 5.3k | 434.82 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $2.3M | 44k | 52.95 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $2.3M | 7.1k | 324.24 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $2.3M | +6% | 68k | 33.96 |
|
| 3M Company (MMM) | 0.0 | $2.3M | -3% | 24k | 93.62 |
|
| Qualcomm (QCOM) | 0.0 | $2.3M | -5% | 20k | 111.06 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $2.2M | 26k | 86.13 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $2.2M | -6% | 32k | 69.78 |
|
| Union Pacific Corporation (UNP) | 0.0 | $2.2M | +8% | 11k | 203.62 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $2.1M | 14k | 155.38 |
|
|
| Anthem (ELV) | 0.0 | $2.1M | +5% | 4.9k | 435.39 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $2.1M | 4.00 | 531477.00 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $2.1M | +5% | 21k | 101.86 |
|
| Arhaus Com Cl A (ARHS) | 0.0 | $2.1M | -39% | 228k | 9.30 |
|
| Morgan Stanley Com New (MS) | 0.0 | $2.1M | 26k | 81.67 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $2.1M | +2% | 33k | 64.38 |
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.0 | $2.1M | +8% | 95k | 21.94 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $2.1M | 26k | 79.00 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $2.0M | +8% | 16k | 128.74 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $2.0M | 35k | 58.04 |
|
|
| Intuit (INTU) | 0.0 | $2.0M | 3.9k | 510.98 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $2.0M | 22k | 92.14 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $2.0M | -13% | 11k | 189.07 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $2.0M | 13k | 153.84 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $1.9M | +7% | 29k | 67.68 |
|
| Booking Holdings (BKNG) | 0.0 | $1.9M | 626.00 | 3083.95 |
|
|
| Applied Materials (AMAT) | 0.0 | $1.9M | 14k | 138.45 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $1.9M | 43k | 43.72 |
|
|
| Ncino (NCNO) | 0.0 | $1.8M | 57k | 31.80 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $1.8M | +42% | 28k | 64.35 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.8M | -4% | 9.1k | 195.69 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $1.8M | -2% | 12k | 151.34 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $1.8M | -2% | 58k | 30.66 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $1.7M | -4% | 19k | 91.35 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $1.7M | +12% | 57k | 30.15 |
|
| Innovator Etfs Tr Grwt100 Pwr Buf (NJUL) | 0.0 | $1.7M | 34k | 50.80 |
|
|
| Cgi Cl A Sub Vtg (GIB) | 0.0 | $1.7M | 17k | 98.49 |
|
|
| American Electric Power Company (AEP) | 0.0 | $1.7M | +6% | 23k | 75.22 |
|
| Deere & Company (DE) | 0.0 | $1.7M | +27% | 4.5k | 377.36 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $1.7M | -46% | 7.9k | 208.25 |
|
Past Filings by Sequoia Financial Advisors
SEC 13F filings are viewable for Sequoia Financial Advisors going back to 2013
- Sequoia Financial Advisors 2023 Q3 filed Nov. 8, 2023
- Sequoia Financial Advisors 2023 Q2 filed Aug. 8, 2023
- Sequoia Financial Advisors 2023 Q1 filed April 25, 2023
- 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