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, SJM, and represent 29.24% of Sequoia Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: VTV (+$58M), VTI (+$46M), AGG (+$41M), SCHX (+$36M), FMB (+$25M), VONG (+$24M), IXUS (+$22M), JMST (+$22M), MUB (+$22M), VTEB (+$21M).
- Started 121 new stock positions in SID, WMB, KHC, FHN, URI, SRVR, ROP, SLF, CME, SWN.
- Reduced shares in these 10 stocks: AXL (-$24M), SJM (-$23M), GD (-$8.8M), RTX (-$6.9M), CVX (-$5.7M), LOB, AAPL, PGX, ABBV, LMT.
- Sold out of its positions in AMLP, ARKQ, ARKF, AXL, ADSK, BIG, CHH, CBSH, VLRS, CS.
- Sequoia Financial Advisors was a net buyer of stock by $549M.
- Sequoia Financial Advisors has $4.0B in assets under management (AUM), dropping by 9.01%.
- Central Index Key (CIK): 0001599900
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Portfolio Holdings for Sequoia Financial Advisors
Companies in the Sequoia Financial Advisors portfolio as of the March 2022 quarterly 13F filing
Sequoia Financial Advisors has 670 total positions. Only the first 250 positions are shown.
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- Download the Sequoia Financial Advisors March 2022 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Vanguard Index Fds Total Stk Mkt (VTI) | 11.6 | $463M | +11% | 2.0M | 227.67 | |
Ishares Tr Core Msci Total (IXUS) | 5.8 | $231M | +10% | 3.5M | 66.58 | |
Ishares Tr Core Us Aggbd Et (AGG) | 4.7 | $189M | +27% | 1.8M | 107.10 | |
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 4.3 | $171M | +16% | 2.4M | 71.36 | |
Smucker J M Com New (SJM) | 2.9 | $116M | -16% | 856k | 135.41 | |
Ishares Tr National Mun Etf (MUB) | 2.5 | $101M | +27% | 923k | 109.64 | |
Apple (AAPL) | 2.5 | $98M | -3% | 562k | 174.61 | |
Dimensional Etf Trust Us Equity Etf (DFUS) | 2.1 | $85M | 1.7M | 49.02 | ||
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 2.1 | $84M | +8% | 2.6M | 32.24 | |
Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.0 | $78M | +30% | 1.6M | 49.77 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.8 | $73M | +96% | 1.4M | 53.85 | |
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) | 1.8 | $71M | +3% | 1.3M | 54.80 | |
Ishares Tr Msci Acwi Etf (ACWI) | 1.7 | $68M | +14% | 678k | 99.78 | |
Ishares Tr Russell 2000 Etf (IWM) | 1.6 | $64M | +37% | 313k | 205.27 | |
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J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 1.5 | $61M | +47% | 1.2M | 50.27 | |
Vanguard Index Fds Value Etf (VTV) | 1.5 | $60M | +3272% | 406k | 147.78 | |
Microsoft Corporation (MSFT) | 1.5 | $59M | +9% | 193k | 308.31 | |
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 1.2 | $50M | +15% | 1.6M | 31.52 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $44M | 125k | 352.91 | ||
Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.1 | $44M | 870k | 50.57 | ||
Vanguard World Mega Cap Val Etf (MGV) | 1.1 | $44M | +8% | 406k | 107.32 | |
Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $42M | +19% | 92k | 453.69 | |
Amazon (AMZN) | 1.0 | $41M | +8% | 12k | 3259.89 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.9 | $35M | +148% | 684k | 51.55 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.7 | $30M | 187k | 157.71 | ||
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $29M | +5% | 81k | 362.54 | |
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.6 | $26M | +3549% | 490k | 53.06 | |
Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.6 | $26M | 942k | 27.52 | ||
Ishares Tr Us Treas Bd Etf (GOVT) | 0.6 | $26M | +14% | 1.0M | 24.91 | |
Schwab Strategic Tr Intrm Trm Tres (SCHR) | 0.6 | $22M | -2% | 420k | 53.25 | |
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) | 0.6 | $22M | NEW | 436k | 50.64 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.6 | $22M | +15% | 256k | 86.04 | |
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.5 | $21M | NEW | 390k | 53.13 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $20M | +4% | 45k | 451.65 | |
Alphabet Cap Stk Cl C (GOOG) | 0.5 | $20M | +13% | 7.0k | 2792.97 | |
Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.5 | $19M | +3% | 342k | 56.06 | |
JPMorgan Chase & Co. (JPM) | 0.5 | $18M | +43% | 135k | 136.32 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $18M | 71k | 250.07 | ||
Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.4 | $17M | +4% | 372k | 46.58 | |
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.4 | $16M | +2% | 578k | 27.58 | |
Chevron Corporation (CVX) | 0.4 | $16M | -26% | 98k | 162.84 | |
Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.4 | $16M | +27% | 216k | 72.80 | |
Palo Alto Networks (PANW) | 0.4 | $16M | 25k | 622.51 | ||
Dimensional Etf Trust Internatnal Val (DFIV) | 0.4 | $16M | +2% | 467k | 33.48 | |
Merck & Co (MRK) | 0.4 | $15M | +16% | 185k | 82.05 | |
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.4 | $15M | +14% | 303k | 50.10 | |
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.4 | $15M | +21% | 534k | 28.15 | |
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.4 | $15M | +8% | 562k | 26.24 | |
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.4 | $15M | +5% | 146k | 100.16 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $14M | +112% | 191k | 74.82 | |
First Tr Exchange-traded Dj Internt Idx (FDN) | 0.3 | $14M | 74k | 187.88 | ||
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $14M | +108% | 288k | 47.36 | |
salesforce (CRM) | 0.3 | $14M | +32% | 64k | 212.31 | |
Air Products & Chemicals (APD) | 0.3 | $13M | +55% | 53k | 249.91 | |
Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.3 | $13M | -3% | 207k | 63.67 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $13M | 130k | 100.94 | ||
Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.3 | $13M | -3% | 273k | 47.85 | |
Spdr Index Shs Fds S&p Gblinf Etf (GII) | 0.3 | $13M | -16% | 222k | 58.08 | |
Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.3 | $13M | -3% | 124k | 104.14 | |
Costco Wholesale Corporation (COST) | 0.3 | $13M | +13% | 22k | 575.88 | |
Wal-Mart Stores (WMT) | 0.3 | $13M | +94% | 86k | 148.92 | |
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.3 | $13M | -12% | 235k | 54.01 | |
Ishares Core Msci Emkt (IEMG) | 0.3 | $13M | +33% | 228k | 55.55 | |
Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.3 | $13M | 332k | 37.97 | ||
Tesla Motors (TSLA) | 0.3 | $12M | +10% | 11k | 1077.64 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $12M | +3% | 161k | 76.38 | |
Brookfield Infrast Partners Lp Int Unit (BIP) | 0.3 | $12M | 186k | 66.23 | ||
Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.3 | $12M | +22% | 182k | 66.34 | |
Laboratory Corp Amer Hldgs Com New (LH) | 0.3 | $12M | +7% | 45k | 263.65 | |
Walt Disney Company (DIS) | 0.3 | $12M | +139% | 84k | 137.17 | |
Honeywell International (HON) | 0.3 | $11M | +474% | 58k | 194.59 | |
Servicenow (NOW) | 0.3 | $11M | +10% | 20k | 556.86 | |
CVS Caremark Corporation (CVS) | 0.3 | $11M | -4% | 109k | 101.21 | |
Cisco Systems (CSCO) | 0.3 | $11M | +21% | 195k | 55.76 | |
McDonald's Corporation (MCD) | 0.3 | $11M | +12% | 44k | 247.28 | |
Medtronic SHS (MDT) | 0.3 | $10M | +14% | 94k | 110.94 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $10M | +104% | 193k | 53.39 | |
Uber Technologies (UBER) | 0.3 | $10M | +9% | 288k | 35.68 | |
Comcast Corp Cl A (CMCSA) | 0.3 | $10M | +8% | 216k | 46.82 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $10M | +13% | 97k | 104.26 | |
Pepsi (PEP) | 0.3 | $10M | +12% | 60k | 167.39 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $9.9M | +18% | 92k | 107.88 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.2 | $9.8M | -2% | 95k | 102.98 | |
NVIDIA Corporation (NVDA) | 0.2 | $9.8M | -13% | 36k | 272.84 | |
Meta Platforms Cl A (FB) | 0.2 | $9.7M | +12% | 44k | 222.37 | |
Exxon Mobil Corporation (XOM) | 0.2 | $9.7M | +17% | 117k | 82.59 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $9.3M | 130k | 71.39 | ||
Goldman Sachs (GS) | 0.2 | $9.1M | +7% | 27k | 330.09 | |
BorgWarner (BWA) | 0.2 | $9.0M | +24% | 231k | 38.90 | |
Sherwin-Williams Company (SHW) | 0.2 | $8.9M | +179% | 36k | 249.60 | |
Wisdomtree Tr Yield Enhanced (SHAG) | 0.2 | $8.9M | NEW | 184k | 48.48 | |
Abbvie (ABBV) | 0.2 | $8.9M | -25% | 55k | 162.11 | |
Freeport-mcmoran CL B (FCX) | 0.2 | $8.7M | +8% | 175k | 49.74 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $8.5M | 3.0k | 2781.68 | ||
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $8.5M | 304k | 27.77 | ||
Home Depot (HD) | 0.2 | $8.4M | +3% | 28k | 299.33 | |
Procter & Gamble Company (PG) | 0.2 | $8.1M | 53k | 152.79 | ||
United Parcel Service CL B (UPS) | 0.2 | $7.8M | 36k | 214.45 | ||
Paccar (PCAR) | 0.2 | $7.7M | +9% | 88k | 88.06 | |
Verizon Communications (VZ) | 0.2 | $7.5M | +20% | 147k | 50.94 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $7.3M | +21% | 27k | 268.38 | |
Truist Financial Corp equities (TFC) | 0.2 | $7.2M | +19% | 126k | 56.70 | |
Huntington Bancshares Incorporated (HBAN) | 0.2 | $7.0M | 479k | 14.62 | ||
Vanguard World Fds Health Car Etf (VHT) | 0.2 | $6.9M | 27k | 254.38 | ||
Spdr Gold Tr Gold Shs (GLD) | 0.2 | $6.9M | +2% | 38k | 180.65 | |
Johnson & Johnson (JNJ) | 0.2 | $6.8M | +3% | 39k | 177.24 | |
Zimmer Holdings (ZBH) | 0.2 | $6.7M | +11% | 52k | 127.89 | |
Pioneer Natural Resources (PXD) | 0.2 | $6.6M | +11% | 26k | 250.03 | |
Intel Corporation (INTC) | 0.2 | $6.3M | +32% | 128k | 49.56 | |
Select Sector Spdr Tr Financial (XLF) | 0.2 | $6.3M | +24% | 165k | 38.32 | |
Advanced Micro Devices (AMD) | 0.1 | $5.6M | +94% | 51k | 109.34 | |
Gilead Sciences (GILD) | 0.1 | $5.5M | +18% | 93k | 59.45 | |
Goldman Sachs Etf Tr Access Invt Gr (GIGB) | 0.1 | $5.5M | -7% | 110k | 49.83 | |
3M Company (MMM) | 0.1 | $5.2M | +57% | 35k | 148.90 | |
Marathon Petroleum Corp (MPC) | 0.1 | $5.2M | -19% | 61k | 85.51 | |
Blackstone Group Inc Com Cl A (BX) | 0.1 | $5.1M | +579% | 40k | 126.95 | |
Select Sector Spdr Tr Energy (XLE) | 0.1 | $5.0M | +35% | 65k | 76.44 | |
Us Bancorp Del Com New (USB) | 0.1 | $5.0M | +21% | 93k | 53.15 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $4.9M | +7% | 80k | 60.97 | |
Realty Income (O) | 0.1 | $4.8M | +30% | 70k | 69.29 | |
Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $4.8M | +24% | 47k | 102.81 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $4.8M | -2% | 83k | 57.59 | |
Visa Com Cl A (V) | 0.1 | $4.6M | +22% | 21k | 221.80 | |
UnitedHealth (UNH) | 0.1 | $4.5M | +18% | 8.9k | 509.98 | |
NiSource (NI) | 0.1 | $4.5M | +25% | 141k | 31.80 | |
Phillips 66 (PSX) | 0.1 | $4.4M | +13% | 51k | 86.40 | |
Ford Motor Company (F) | 0.1 | $4.3M | -18% | 256k | 16.91 | |
Omni (OMC) | 0.1 | $4.2M | +27% | 50k | 84.88 | |
Pfizer (PFE) | 0.1 | $4.2M | -33% | 80k | 51.78 | |
Comerica Incorporated (CMA) | 0.1 | $4.1M | -9% | 46k | 90.44 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $4.0M | +20% | 24k | 165.97 | |
Edison International (EIX) | 0.1 | $4.0M | +1829% | 57k | 70.10 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $4.0M | +10% | 9.6k | 415.23 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $3.9M | +27% | 49k | 78.89 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $3.9M | -26% | 32k | 120.94 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $3.9M | 16k | 237.84 | ||
Ishares Tr Select Divid Etf (DVY) | 0.1 | $3.8M | +27% | 30k | 128.11 | |
Sempra Energy (SRE) | 0.1 | $3.8M | +26% | 23k | 168.10 | |
M&T Bank Corporation (MTB) | 0.1 | $3.8M | +15% | 22k | 169.51 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $3.7M | +5% | 49k | 75.86 | |
Shyft Group (SHYF) | 0.1 | $3.5M | 96k | 36.11 | ||
Msc Indl Direct Cl A (MSM) | 0.1 | $3.4M | +25% | 40k | 85.21 | |
Kellogg Company (K) | 0.1 | $3.4M | +26% | 53k | 64.49 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $3.3M | +11% | 9.8k | 337.18 | |
Unilever Spon Adr New (UL) | 0.1 | $3.2M | +562% | 71k | 45.56 | |
Ishares Tr Mbs Etf (MBB) | 0.1 | $3.1M | 31k | 101.88 | ||
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.1 | $3.1M | -15% | 64k | 49.09 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $3.1M | +85% | 11k | 277.63 | |
Nextera Energy (NEE) | 0.1 | $3.0M | +29% | 36k | 84.70 | |
Dbx Etf Tr Xtrack Usd High (HYLB) | 0.1 | $3.0M | +29% | 80k | 37.72 | |
Raytheon Technologies Corp (RTX) | 0.1 | $2.9M | -70% | 30k | 99.08 | |
Hanesbrands (HBI) | 0.1 | $2.9M | +18% | 197k | 14.89 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $2.9M | +21% | 39k | 73.60 | |
Amgen (AMGN) | 0.1 | $2.8M | +4% | 12k | 241.79 | |
Cleveland-cliffs (CLF) | 0.1 | $2.8M | -5% | 88k | 32.21 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $2.8M | +6% | 35k | 79.55 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $2.7M | +3% | 25k | 108.38 | |
Abbott Laboratories (ABT) | 0.1 | $2.7M | -21% | 23k | 118.33 | |
Qualcomm (QCOM) | 0.1 | $2.7M | -11% | 18k | 152.79 | |
Parker-Hannifin Corporation (PH) | 0.1 | $2.7M | +19% | 9.4k | 283.82 | |
Select Sector Spdr Tr Technology (XLK) | 0.1 | $2.6M | -2% | 17k | 158.92 | |
Lockheed Martin Corporation (LMT) | 0.1 | $2.6M | -52% | 6.0k | 441.46 | |
Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $2.6M | +15% | 25k | 105.67 | |
Starbucks Corporation (SBUX) | 0.1 | $2.6M | +9% | 29k | 90.97 | |
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $2.6M | +3% | 26k | 101.29 | |
C H Robinson Worldwide Com New (CHRW) | 0.1 | $2.6M | -8% | 24k | 107.70 | |
Bank of America Corporation (BAC) | 0.1 | $2.5M | +17% | 61k | 41.21 | |
At&t (T) | 0.1 | $2.5M | +16% | 106k | 23.63 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $2.5M | -3% | 65k | 37.91 | |
Eli Lilly & Co. (LLY) | 0.1 | $2.4M | +22% | 8.4k | 286.39 | |
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $2.4M | -58% | 177k | 13.57 | |
Premier Financial Corp (PFC) | 0.1 | $2.4M | -27% | 79k | 30.34 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $2.4M | +43% | 11k | 212.48 | |
Caterpillar (CAT) | 0.1 | $2.3M | +41% | 11k | 222.86 | |
Applied Materials (AMAT) | 0.1 | $2.3M | +14% | 18k | 131.78 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $2.3M | +26% | 63k | 36.72 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $2.3M | +43% | 15k | 155.75 | |
Ishares Tr Core Msci Euro (IEUR) | 0.1 | $2.3M | +153% | 43k | 53.40 | |
Newell Rubbermaid (NWL) | 0.1 | $2.3M | +33% | 106k | 21.41 | |
Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $2.3M | +10% | 30k | 75.87 | |
Mastercard Incorporated Cl A (MA) | 0.1 | $2.3M | +16% | 6.3k | 357.30 | |
TransDigm Group Incorporated (TDG) | 0.1 | $2.2M | -50% | 3.5k | 651.41 | |
International Business Machines (IBM) | 0.1 | $2.2M | +8% | 17k | 129.99 | |
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $2.2M | +14% | 36k | 60.72 | |
Target Corporation (TGT) | 0.1 | $2.2M | +12% | 10k | 212.17 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $2.2M | +6% | 47k | 46.13 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $2.2M | +2% | 16k | 137.02 | |
Boeing Company (BA) | 0.1 | $2.1M | -4% | 11k | 191.54 | |
Lam Research Corporation (LRCX) | 0.1 | $2.1M | +6% | 4.0k | 537.41 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.1 | $2.0M | +36% | 42k | 48.02 | |
Lowe's Companies (LOW) | 0.0 | $2.0M | +44% | 9.9k | 202.21 | |
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.0 | $2.0M | -14% | 41k | 47.88 | |
Oracle Corporation (ORCL) | 0.0 | $2.0M | +24% | 24k | 82.76 | |
Texas Instruments Incorporated (TXN) | 0.0 | $2.0M | +10% | 11k | 183.50 | |
Danaher Corporation (DHR) | 0.0 | $2.0M | +40% | 6.7k | 293.41 | |
Thermo Fisher Scientific (TMO) | 0.0 | $1.9M | +36% | 3.3k | 590.66 | |
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $1.9M | 39k | 49.55 | ||
Coca-Cola Company (KO) | 0.0 | $1.9M | -27% | 31k | 62.02 | |
Bristol Myers Squibb (BMY) | 0.0 | $1.9M | +29% | 25k | 73.01 | |
Royal Caribbean Cruises (RCL) | 0.0 | $1.8M | +3% | 21k | 83.80 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $1.7M | +134% | 25k | 69.52 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $1.7M | +29% | 22k | 77.89 | |
Anthem (ANTM) | 0.0 | $1.7M | +28% | 3.4k | 490.94 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $1.6M | +3% | 14k | 119.62 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $1.6M | +2% | 21k | 78.02 | |
General Dynamics Corporation (GD) | 0.0 | $1.6M | -84% | 6.7k | 241.17 | |
Morgan Stanley Com New (MS) | 0.0 | $1.6M | -6% | 30k | 53.91 | |
American Express Company (AXP) | 0.0 | $1.6M | +22% | 8.5k | 186.99 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $1.6M | +30% | 3.7k | 416.44 | |
Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.6M | 7.4k | 208.48 | ||
Northwest Bancshares (NWBI) | 0.0 | $1.5M | +3% | 114k | 13.51 | |
Colgate-Palmolive Company (CL) | 0.0 | $1.5M | +17% | 20k | 75.85 | |
Paypal Holdings (PYPL) | 0.0 | $1.5M | +19% | 13k | 115.65 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $1.5M | -37% | 19k | 78.08 | |
Nike CL B (NKE) | 0.0 | $1.5M | +6% | 11k | 134.57 | |
DTE Energy Company (DTE) | 0.0 | $1.5M | -13% | 11k | 132.18 | |
Broadcom (AVGO) | 0.0 | $1.5M | +32% | 2.3k | 629.65 | |
Gentex Corporation (GNTX) | 0.0 | $1.5M | 50k | 29.18 | ||
Southern Company (SO) | 0.0 | $1.4M | +15% | 19k | 72.54 | |
American Electric Power Company (AEP) | 0.0 | $1.4M | -14% | 14k | 99.79 | |
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $1.4M | NEW | 29k | 48.32 | |
General Motors Company (GM) | 0.0 | $1.4M | +32% | 31k | 43.73 | |
Wells Fargo & Company (WFC) | 0.0 | $1.4M | +33% | 28k | 48.49 | |
Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $1.3M | +15% | 8.3k | 161.36 | |
PNC Financial Services (PNC) | 0.0 | $1.3M | +7% | 7.3k | 184.45 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $1.3M | +13% | 2.9k | 455.67 | |
The Trade Desk Com Cl A (TTD) | 0.0 | $1.3M | +4% | 18k | 69.27 | |
Ishares Tr Core Msci Pac (IPAC) | 0.0 | $1.3M | +141% | 21k | 60.89 | |
Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.0 | $1.3M | +10% | 20k | 62.78 | |
Vanguard Index Fds Growth Etf (VUG) | 0.0 | $1.2M | +14% | 4.3k | 287.57 | |
Union Pacific Corporation (UNP) | 0.0 | $1.2M | +33% | 4.5k | 273.29 | |
Intuitive Surgical Com New (ISRG) | 0.0 | $1.2M | +9% | 4.0k | 301.77 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $1.2M | +27% | 1.8k | 667.98 | |
Shell Spon Ads (SHEL) | 0.0 | $1.2M | NEW | 22k | 54.95 | |
Eaton Corp SHS (ETN) | 0.0 | $1.2M | -58% | 7.8k | 151.80 | |
Ishares Tr Tips Bd Etf (TIP) | 0.0 | $1.2M | +19% | 9.5k | 124.60 | |
Automatic Data Processing (ADP) | 0.0 | $1.2M | +22% | 5.1k | 227.53 | |
Yum! Brands (YUM) | 0.0 | $1.2M | +5% | 9.8k | 118.57 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $1.2M | 10k | 112.17 | ||
ConocoPhillips (COP) | 0.0 | $1.1M | +59% | 12k | 100.04 | |
Philip Morris International (PM) | 0.0 | $1.1M | +15% | 12k | 93.94 | |
Micron Technology (MU) | 0.0 | $1.1M | +5% | 15k | 77.91 | |
Intuit (INTU) | 0.0 | $1.1M | +24% | 2.3k | 481.10 | |
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $1.1M | NEW | 12k | 94.89 | |
Astrazeneca Sponsored Adr (AZN) | 0.0 | $1.1M | +39% | 17k | 66.29 | |
Charles Schwab Corporation (SCHW) | 0.0 | $1.1M | +25% | 13k | 84.28 | |
Netflix (NFLX) | 0.0 | $1.1M | +14% | 2.9k | 374.40 | |
Duke Energy Corp Com New (DUK) | 0.0 | $1.1M | +29% | 9.8k | 111.68 | |
Edwards Lifesciences (EW) | 0.0 | $1.1M | +11% | 9.2k | 117.74 | |
General Electric Com New (GE) | 0.0 | $1.1M | +2% | 12k | 91.50 |
Past Filings by Sequoia Financial Advisors
SEC 13F filings are viewable for Sequoia Financial Advisors going back to 2013
- 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
- Sequoia Financial Advisors 2019 Q3 filed Oct. 22, 2019
- Sequoia Financial Advisors 2019 Q2 filed July 31, 2019
- Sequoia Financial Advisors 2019 Q1 filed May 13, 2019
- Sequoia Financial Advisors 2018 Q4 filed Feb. 14, 2019