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 June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Ishares Core Intl Stock Etf core 9.44 1.33M +13% 57.36
Vanguard Total Stock Market ETF (VTI) 8.89 576304 +3% 124.45
Spdr Index Shs Fds s^p global nat res 6.35 1.23M +6% 41.53
SPDR Dow Jones Global Real Estate (RWO) 5.23 886951 -11% 47.59
Apple (AAPL) 3.49 195707 144.02
Vanguard Scottsdale Fds vng rus1000grw 3.05 202471 +7% 121.62
iShares Lehman Aggregate Bond (AGG) 2.95 217723 -24% 109.51
Rydex S&P; Equal Weight ETF (RSP) 2.60 226638 92.68
Schwab Strategic Tr us lrg cap etf 1.88 262913 +2% 57.77
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 1.73 126908 -11% 110.12
SPDR MSCI ACWI ex-US (CWI) 1.71 387530 35.66
*wisdomtreetrusdivdgrtfdadded 1.58 347014 -2% 36.78
First Trust DJ Internet Index Fund (FDN) 1.51 128447 94.74
Level 3 Communications 1.47 200096 59.30
Industrial SPDR (XLI) 1.33 157584 -2% 68.11
Berkshire Hathaway (BRK.B) 1.27 60445 169.38
SPDR FTSE/Macquarie Global Infra (GII) 1.27 202492 +3% 50.44
NIKE (NKE) 1.25 170795 59.00
Intuit (INTU) 1.22 74267 132.80
Brookfield Infrastructure Part 1.12 221852 40.91
D Spdr Index Shs Fds 1.11 124183 +2% 71.82
Schwab International Equity ETF (SCHF) 0.82 209098 +5% 31.78
Weyerhaeuser Company (WY) 0.79 191139 33.50
Ishares Inc core msci emkt 0.79 127486 50.04
Schwab Strategic Tr us aggregate b 0.77 118951 -23% 52.25
Gilead Sciences (GILD) 0.75 85597 +6% 70.79
Jp Morgan Alerian Mlp Index 0.74 201181 -10% 29.70
Ishares Msci Usa Quality Facto invalid 0.66 71361 -52% 74.37
Oracle Corporation (ORCL) 0.64 102745 +13% 50.14
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 0.62 41763 +3% 120.51
Wal-Mart Stores (WMT) 0.57 61232 +9% 75.68
Expedia 0.57 30805 +6% 148.94
Morgan Stanley (MS) 0.56 101771 +8% 44.56
Schwab Emerging Markets Equity ETF (SCHE) 0.56 180294 +73% 24.85
Schwab Strategic Tr cmn 0.56 90664 +4% 50.20
Citigroup Inc 0.56 67443 +8% 66.89
Schwab U S Small Cap ETF (SCHA) 0.55 69677 63.91
Intel Corporation (INTC) 0.54 130151 +4% 33.74
Carnival Corporation (CCL) 0.53 64628 +7% 65.58
AFLAC Incorporated (AFL) 0.53 54883 +8% 77.67
Darden Restaurants (DRI) 0.53 47550 +6% 90.43
iShares Russell 2000 Index (IWM) 0.53 30383 +9% 140.93
Alaska Air (ALK) 0.52 47048 +8% 89.76
Lazard Ltd-cl A shs a 0.51 88569 +9% 46.33
Coach (COH) 0.49 83255 +9% 47.34
Valero Energy Corporation (VLO) 0.49 58979 +11% 67.46
iShares S&P; 500 Index (IVV) 0.47 15532 243.43
PowerShares Preferred Portfolio (PGX) 0.47 250015 +1098% 15.11
Interactive Brokers (IBKR) 0.46 100200 37.42
Monsanto Company (MON) 0.46 31627 +8% 118.35
SPDR Gold Trust (GLD) 0.46 31441 +3% 118.03
Stericycle (SRCL) 0.43 44953 NEW 76.32
Amdocs Ltd ord 0.43 54082 +4% 64.46
Biogen Idec (BIIB) 0.42 12544 +10% 271.36
Yum! Brands (YUM) 0.41 45406 73.76
Pepsi (PEP) 0.40 27861 -53% 115.50
Pandora Media Inc 0.40 360000 8.92
SPDR S&P; 500 ETF (SPY) 0.39 12984 +20% 241.76
Schwab U S Large Cap Growth ETF (SCHG) 0.37 47199 +8% 63.20
Microsoft Corporation (MSFT) 0.35 40737 +6% 68.93
Vanguard FTSE All-World ex-US ETF (VEU) 0.34 54185 +23% 50.03
Schwab Strategic Tr intrm trm 0.32 48005 -32% 53.97
Vanguard Mid-Cap ETF (VO) 0.30 16913 +11% 142.49
Vanguard Mortgage Bkd Sects ETF (VMBS) 0.30 45372 +92% 52.65
Schwab Intl Small Cap Equity ETF (SCHC) 0.30 71253 +14% 33.63
Corning Incorporated (GLW) 0.29 77098 +5% 30.05
Home Depot (HD) 0.29 15463 +8% 153.40
iShares MSCI ACWI Index Fund (ACWI) 0.29 35215 65.48
General Electric Company (GE) 0.28 85085 +19% 27.01
Williams-Sonoma (WSM) 0.28 46627 NEW 48.49
Johnson & Johnson (JNJ) 0.27 16181 +12% 132.32
T. Rowe Price (TROW) 0.27 29561 NEW 74.22
Two Harbors Investment (TWO) 0.26 215008 9.91
Procter & Gamble Company (PG) 0.26 23745 +2% 87.13
United Community Financial (UCFC) 0.25 245075 +3% 8.31
iShares S&P; MidCap 400 Index (IJH) 0.25 11612 +7% 173.96
Coca-Cola Company (KO) 0.24 42526 +20% 44.84
Exxon Mobil Corporation (XOM) 0.23 22585 80.72
inv grd crp bd 0.23 17984 -34% 105.09
Wisdomtree Tr brclys us aggr 0.23 36174 -37% 50.51
iShares Russell 1000 Value Index (IWD) 0.22 16176 109.30
Yum China Holdings 0.22 44770 39.42
J.M. Smucker Company (SJM) 0.21 14566 +17% 118.36
Sch Us Mid-cap Etf etf 0.21 35986 +8% 48.16
Vodafone Group New Adr F 0.21 57622 +3% 28.72
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni 0.21 34175 -11% 48.69
Sch Fnd Intl Lg Etf 0.20 56371 28.01
iShares MSCI EAFE Index Fund (EFA) 0.19 23621 +6% 65.20
AT&T; (T) 0.18 39297 -3% 37.74
International Business Machines (IBM) 0.18 9197 153.85
PowerShares QQQ Trust, Series 1 (QQQQ) 0.18 10401 +3% 137.68
Utilities SPDR (XLU) 0.18 27671 -3% 51.97
iShares MSCI EAFE Value Index (EFV) 0.17 26668 51.71
Facebook Inc cl a 0.17 9229 +3% 150.94
Walt Disney Company (DIS) 0.16 12065 +8% 106.26
Merck & Co (MRK) 0.15 18496 +8% 64.07
Ishares Tr cmn 0.15 49338 -13% 25.25
Pfizer (PFE) 0.14 32624 +9% 33.59
Parker-Hannifin Corporation (PH) 0.14 7289 159.83
BP (BP) 0.13 30703 +9% 34.65
JPMorgan Chase & Co. (JPM) 0.13 11795 91.39
Sherwin-Williams Company (SHW) 0.13 3032 350.92
Wabtec Corporation (WAB) 0.13 11203 NEW 91.49
Vanguard Total Bond Market ETF (BND) 0.13 12356 -7% 81.82
Vanguard Short Term Corporate Bond ETF (VCSH) 0.13 12744 NEW 80.04
Vanguard Sht Term Govt Bond ETF (VGSH) 0.13 16948 +206% 60.77
Schwab Strategic Tr sht tm us tres 0.13 21548 +93% 50.40
Vanguard Emerging Markets ETF (VWO) 0.12 23929 +47% 40.83
SPDR S&P; Dividend (SDY) 0.12 10577 88.87
Vanguard Russell 1000 Value Et 0.12 9576 +11% 101.19
Alphabet Inc Class C cs 0.12 1090 -5% 909.17
Chevron Corporation (CVX) 0.11 8501 +11% 104.34
Cisco Systems (CSCO) 0.11 29495 -78% 31.29
Wells Fargo & Company (WFC) 0.11 15447 +4% 55.42
Verizon Communications (VZ) 0.11 20007 -2% 44.63
IQ Hedge Multi-Strategy Tracker (QAI) 0.11 30798 -9% 29.42
Alphabet Inc Class A cs 0.11 950 -6% 929.47
Nuveen Barclays Shrt Term Muni bdfund 0.11 18155 48.53
Bank of America Corporation (BAC) 0.10 32804 -3% 24.27
United Parcel Service (UPS) 0.10 7239 110.65
Amgen (AMGN) 0.10 4609 -18% 172.27
Starbucks Corporation (SBUX) 0.10 13900 58.35
Enterprise Products Partners 0.10 30740 +2% 27.07
iShares S&P; 500 Growth Index (IVW) 0.10 5697 +39% 136.91
SPDR Dow Jones Industrial Average ETF (DIA) 0.10 3689 213.34
Nuveen Insd Dividend Advantage 0.10 55137 -12% 15.14
Boeing Company (BA) 0.09 3668 +6% 197.66
iShares S&P; 500 Value Index (IVE) 0.09 7221 +57% 104.97
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.09 18803 +9% 39.20
ISHARES TR MSCI Small Cap msci small cap 0.09 12515 +19% 57.85
3M Company (MMM) 0.08 2948 208.28
Visa (V) 0.08 6672 +11% 93.82
iShares Dow Jones US Real Estate (IYR) 0.08 7732 -3% 79.80
Taiwan Semiconductor Mfg (TSM) 0.07 15090 34.99
McDonald's Corporation (MCD) 0.07 3468 153.11
Olin Corporation (OLN) 0.07 18760 -2% 30.28
Altria (MO) 0.07 8055 +20% 74.49
ConocoPhillips (COP) 0.07 13018 43.94
United Technologies Corporation (UTX) 0.07 4351 122.04
QUALCOMM (QCOM) 0.07 10283 55.24
Celgene Corporation (CELG) 0.07 4423 129.78
iShares Russell 1000 Growth Index (IWF) 0.07 4874 119.00
Timkensteel 0.07 36213 15.38
Huntington Bancshares Incorporated (HBAN) 0.06 37717 +3% 13.52
PNC Financial Services (PNC) 0.06 4135 124.79
NVIDIA Corporation (NVDA) 0.06 3340 +19% 144.61
PPG Industries (PPG) 0.06 4348 -4% 109.94
Automatic Data Processing (ADP) 0.06 4496 102.54
Dow Chemical Company (DOW) 0.06 8244 -12% 63.08
CVS Caremark Corporation (CVS) 0.06 6406 80.39
Honeywell International (HON) 0.06 3518 +3% 133.31
Nextera Energy Inc C om 0.06 3402 140.21
Valley National Ban (VLY) 0.06 42300 11.82
Clorox Company (CLX) 0.06 3541 133.30
Amazon (AMZN) 0.06 470 +60% 968.09
Agnico Com 0.06 10420 45.11
Vanguard Small-Cap Value ETF (VBR) 0.06 3973 -92% 122.83
iShares S&P; SmallCap 600 Index (IJR) 0.06 7227 +36% 70.15
Duke Energy 0.06 5627 +45% 83.53
Starwood Property Trust (STWD) 0.05 16569 -17% 22.39
Bristol Myers Squibb (BMY) 0.05 7433 +5% 55.70
Adobe Systems Incorporated (ADBE) 0.05 2694 +24% 141.43
BB&T; Corporation (BBT) 0.05 8196 45.39
eBay (EBAY) 0.05 12124 -9% 34.89
American Electric Power Company (AEP) 0.05 6286 69.52
Accenture 0.05 3461 -2% 123.66
SAP AG (SAP) 0.05 3768 -10% 104.56
Baidu (BIDU) 0.05 2039 179.01
Northwest Bancshares (NWBI) 0.05 26487 15.59
Tesla Motors (TSLA) 0.05 1008 NEW 362.10
Vanguard REIT ETF (VNQ) 0.05 4920 +11% 83.13
Vanguard High Dividend Yield ETF (VYM) 0.05 4779 78.26
Ipath Dow Jones-aig Commodity 0.05 17459 22.68
iShares S&P; 1500 Index Fund (ISI) 0.05 6784 55.42
PowerShares Emerging Markets Sovere (PCY) 0.05 13478 29.31
iShares S&P; NA Tec. Semi. Idx. Fd. (SOXX) 0.05 2860 140.21
Banner Corp Com 0.05 7142 56.57
Phillips 66 0.05 4606 -2% 82.72
Medtronic 0.05 4495 -3% 88.77
Comcast Corporation (CMCSA) 0.04 7640 38.87
iShares MSCI Emerging Markets Indx (EEM) 0.04 7173 +14% 41.41
MasterCard Incorporated (MA) 0.04 2564 121.29
U.S. Ban (USB) 0.04 6750 51.85
American Express Company (AXP) 0.04 3436 -2% 84.11
Regeneron Pharmaceuticals (REGN) 0.04 712 491.57
Travelers Companies (TRV) 0.04 2235 -11% 126.62
Harris Corporation (HRS) 0.04 2934 109.07
Cincinnati Financial Corporation (CINF) 0.04 4560 72.37
Becton, Dickinson and (BDX) 0.04 1551 195.36
McKesson Corporation (MCK) 0.04 1918 164.75
Lancaster Colony (LANC) 0.04 2835 122.75
Lockheed Martin Corporation (LMT) 0.04 1282 277.69
Royal Dutch Shell (RDS.B) 0.04 5637 54.46
Schlumberger (SLB) 0.04 4327 65.87
Ford Motor Company (F) 0.04 32140 +35% 11.20
Henry Schein (HSIC) 0.04 1731 183.13
Anheuser-Busch InBev NV (BUD) 0.04 2644 -20% 110.44
priceline.com Incorporated (PCLN) 0.04 194 1871.13
Seagate Technology Com Stk 0.04 7614 +7% 38.74
iShares Russell 1000 Index (IWB) 0.04 2503 135.44
Banco Bilbao Vizcaya Argentaria SA (BBVA) 0.04 37484 8.35
CHECK POINT SOFTWARE Technolog Com Stk 0.04 2698 108.97
Rockwell Automation (ROK) 0.04 2026 161.90
iShares Russell Midcap Value Index (IWS) 0.04 4170 84.17
Consumer Staples Select Sect. SPDR (XLP) 0.04 6261 NEW 54.94
PowerShares Intl. Dividend Achiev. (PID) 0.04 18640 NEW 15.34
Claymore/Zacks Multi-Asset Inc Idx (CVY) 0.04 14961 NEW 20.92
iShares MSCI EAFE Growth Index (EFG) 0.04 4684 73.87
iShares Morningstar Mid Growth Idx (JKH) 0.04 1559 -32% 182.81
Rydex S&P; 500 Pure Growth ETF (RPG) 0.04 3770 94.16
Claymore Exchange-traded Fd gugg crp bd 2017 0.04 14525 22.58
D Spdr Series Trust 0.04 5040 NEW 61.31
Flexshares Tr mornstar upstr 0.04 11987 +40% 28.53
Flexshares Tr iboxx 3r targt 0.04 14531 NEW 24.57
Claymore Exchange Trd Fd Tr gug bull2018 e 0.04 16870 21.22
Abbvie 0.04 4889 +11% 72.61
Canadian Natl Ry Co 0.03 3266 81.14
Abbott Laboratories (ABT) 0.03 5471 +5% 48.62
Norfolk Southern (NSC) 0.03 1785 121.57
Dominion Resources (D) 0.03 2752 76.67
FirstEnergy (FE) 0.03 8863 29.11
Northrop Grumman Corporation (NOC) 0.03 868 +2% 256.91
SYSCO Corporation (SYY) 0.03 4098 -2% 50.27
International Paper Company (IP) 0.03 4847 +7% 56.53
Emerson Electric (EMR) 0.03 3562 59.52
Raytheon Company (RTN) 0.03 1361 161.65
Kroger (KR) 0.03 10414 NEW 23.33
Thermo Fisher Scientific (TMO) 0.03 1175 NEW 174.47
Gartner (IT) 0.03 1699 NEW 123.60
Deere & Company (DE) 0.03 1744 NEW 123.85
General Mills (GIS) 0.03 4045 55.38
GlaxoSmithKline (GSK) 0.03 6505 43.20
Philip Morris International (PM) 0.03 1990 +2% 117.59
Praxair (PX) 0.03 1588 NEW 132.24
Symantec Corporation (SYMC) 0.03 7556 -2% 28.19
Target Corporation (TGT) 0.03 4418 +8% 52.29
UnitedHealth (UNH) 0.03 1116 NEW 185.48
Exelon Corporation (EXC) 0.03 7241 -3% 36.04
Shire (SHPGY) 0.03 1412 +4% 165.01
Buckeye Partners (BPL) 0.03 3456 63.95
General Dynamics Corporation (GD) 0.03 1279 197.81
Lowe's Companies (LOW) 0.03 2936 -9% 77.66
Kellogg Company (K) 0.03 3335 69.57
Advanced Micro Devices (AMD) 0.03 22200 +6% 12.48
Enbridge Inc 0.03 6538 +29% 39.77
Align Technology (ALGN) 0.03 1760 NEW 150.00
UGI Corporation (UGI) 0.03 4934 48.44
Unilever (UL) 0.03 4125 NEW 54.06
Fresenius Medical Care AG & Co. (FMS) 0.03 4868 48.27
TransDigm Group Incorporated (TDG) 0.03 1050 268.57
Prospect Capital Corporation (PSEC) 0.03 29185 -15% 8.12
American International (AIG) 0.03 3495 +4% 62.66
iShares Russell 2000 Value Index (IWN) 0.03 1802 118.76
iShares Barclays TIPS Bond Fund (TIP) 0.03 1820 113.19
iShares Cohen & Steers Realty Maj. (ICF) 0.03 2636 101.29
iShares Morningstar Large Growth (JKE) 0.03 1712 -20% 139.02
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.03 2111 NEW 123.64
SPDR Barclays Capital Convertible SecETF (CWB) 0.03 4187 NEW 49.68
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.03 2529 101.62
PowerShares Hgh Yield Corporate Bnd (PHB) 0.03 14479 -16% 18.99
PowerShares DWA Devld Markt Tech (PIZ) 0.03 9708 25.65
Claymore Exchange Trd Fd Tr gug bull2019 e 0.03 13115 21.27
Wpp Plc- 0.03 2197 -12% 105.60
Alibaba Group Holding Ltd Spon 0.03 1787 NEW 141.02
Chubb 0.03 1539 145.55
Uniti Group Inc Com reit 0.03 9253 -11% 25.18
ICICI Bank (IBN) 0.02 13614 +10% 8.96
Danaher Corporation (DHR) 0.02 2365 84.57
Fifth Street Finance (FSC) 0.02 28198 -25% 4.86
Banco Itau Holding Financeira S.A. (ITUB) 0.02 14490 11.04
BioTime (BTIM) 0.02 48983 3.14
Retail Properties Of America 0.02 12114 12.22
Viewray 0.02 25000 6.48
Colony Northstar 0.02 10874 -24% 14.07
Gold Fields (GFI) 0.01 22595 3.50
Natuzzi, S.p.A (NTZ) 0.01 16000 2.62
Asa Limited shs 0.01 10000 11.70
Klondex Mines (KDX) 0.01 12238 3.35
Sirius Xm Holdings 0.01 11800 5.51
Windstream Holdings 0.01 15337 -16% 3.91
Alaska Communications Systems (ALSK) 0.00 12500 2.24
Stanley Furniture (STLY) 0.00 12000 1.17
Enserv 0.00 10000 0.30
Perma-fix Env. 0.00 11000 3.64
Nanoviricides 0.00 17583 1.36
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Past 13F-HR SEC Filings by Sequoia Financial Advisors

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