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 September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Ishares Core Intl Stock Etf core 10.81 1.50M +12% 60.98
Vanguard Total Stock Market ETF (VTI) 9.32 607385 +5% 129.52
Spdr Index Shs Fds s^p global nat res 6.94 1.28M +3% 45.97
SPDR Dow Jones Global Real Estate (RWO) 4.87 863549 -2% 47.65
Apple (AAPL) 3.61 197893 154.12
Vanguard Scottsdale Fds vng rus1000grw 3.29 216411 +6% 128.29
iShares Lehman Aggregate Bond (AGG) 3.05 234613 +7% 109.59
Rydex S&P; Equal Weight ETF (RSP) 2.56 226253 95.54
Schwab Strategic Tr us lrg cap etf 1.90 267138 60.04
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 1.82 138860 +9% 110.87
SPDR MSCI ACWI ex-US (CWI) 1.72 383820 37.83
SPDR FTSE/Macquarie Global Infra (GII) 1.64 266438 +31% 51.98
*wisdomtreetrusdivdgrtfdadded 1.46 322740 -6% 38.16
Berkshire Hathaway (BRK.B) 1.34 61528 183.31
Industrial SPDR (XLI) 1.29 153365 -2% 71.00
Level 3 Communications 1.26 200096 53.29
Intuit (INTU) 1.25 74267 142.14
Brookfield Infrastructure Part 1.15 224361 43.14
D Spdr Index Shs Fds 1.11 124223 75.43
NIKE (NKE) 1.05 170668 51.85
Gilead Sciences (GILD) 0.84 87458 +2% 81.02
Ishares Inc core msci emkt 0.82 128194 54.02
Weyerhaeuser Company (WY) 0.76 189248 34.03
Schwab International Equity ETF (SCHF) 0.72 180693 -13% 33.47
Schwab Strategic Tr us aggregate b 0.72 116564 -2% 52.36
Jp Morgan Alerian Mlp Index 0.66 197957 28.22
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 0.64 44778 +7% 121.22
Oracle Corporation (ORCL) 0.62 108248 +5% 48.35
Intel Corporation (INTC) 0.60 133668 +2% 38.08
Morgan Stanley (MS) 0.60 105028 +3% 48.17
Citigroup Inc 0.60 70082 +3% 72.74
Wal-Mart Stores (WMT) 0.59 64116 +4% 78.14
Schwab Strategic Tr cmn 0.59 96556 +6% 51.82
PowerShares Preferred Portfolio (PGX) 0.57 321070 +28% 15.03
Valero Energy Corporation (VLO) 0.56 61541 +4% 76.92
AFLAC Incorporated (AFL) 0.55 57173 +4% 81.38
Interactive Brokers (IBKR) 0.53 100200 45.04
Hanesbrands (HBI) 0.53 182686 NEW 24.64
Williams-Sonoma (WSM) 0.52 88109 +88% 49.86
Carnival Corporation (CCL) 0.51 67079 +3% 64.57
SPDR S&P; 500 ETF (SPY) 0.50 16921 +30% 251.23
Lazard Ltd-cl A shs a 0.50 92645 +4% 45.22
Biogen Idec (BIIB) 0.49 13282 +5% 313.13
Monsanto Company (MON) 0.48 33480 +5% 119.83
iShares S&P; 500 Index (IVV) 0.47 15527 252.91
SPDR Gold Trust (GLD) 0.45 31441 121.59
Alaska Air (ALK) 0.45 49567 +5% 76.26
Amdocs Ltd ord 0.44 57433 +6% 64.32
Schwab U S Small Cap ETF (SCHA) 0.44 54867 -21% 67.36
Coach (COH) 0.42 87035 +4% 40.28
iShares Russell 2000 Index (IWM) 0.42 24058 -20% 148.18
Stericycle (SRCL) 0.41 48320 +7% 71.63
Microsoft Corporation (MSFT) 0.40 45759 +12% 74.50
Schwab Emerging Markets Equity ETF (SCHE) 0.40 125497 -30% 26.91
Schwab U S Large Cap Growth ETF (SCHG) 0.40 50947 +7% 66.07
Pepsi (PEP) 0.36 26968 -3% 111.43
iShares Russell 1000 Value Index (IWD) 0.34 25159 +55% 113.84
Vanguard Mid-Cap ETF (VO) 0.34 19610 +15% 147.02
T. Rowe Price (TROW) 0.33 30635 +3% 90.65
Vanguard FTSE All-World ex-US ETF (VEU) 0.33 53571 52.72
Pandora Media Inc 0.33 360000 7.70
Vanguard Mortgage Bkd Sects ETF (VMBS) 0.32 50562 +11% 52.79
Exxon Mobil Corporation (XOM) 0.31 31620 +40% 81.97
CVS Caremark Corporation (CVS) 0.31 31750 +395% 81.32
Home Depot (HD) 0.30 15523 163.56
iShares MSCI ACWI Index Fund (ACWI) 0.30 37173 +5% 68.81
Schwab Strategic Tr intrm trm 0.30 46745 -2% 53.91
Schwab Intl Small Cap Equity ETF (SCHC) 0.30 70683 35.82
United Community Financial (UCFC) 0.28 246118 9.60
Johnson & Johnson (JNJ) 0.25 15988 130.04
Procter & Gamble Company (PG) 0.25 23446 90.98
iShares S&P; MidCap 400 Index (IJH) 0.24 11217 -3% 178.92
iShares MSCI EAFE Index Fund (EFA) 0.23 28627 +21% 68.47
Dollar Tree (DLTR) 0.23 22760 NEW 86.82
Sch Us Mid-cap Etf etf 0.23 38568 +7% 50.12
iShares S&P; 500 Growth Index (IVW) 0.22 13037 +128% 143.44
inv grd crp bd 0.22 17490 -2% 105.37
General Electric Company (GE) 0.21 73008 -14% 24.18
Wisdomtree Tr brclys us aggr 0.21 35070 -3% 50.73
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni 0.21 36191 +5% 48.91
Sch Fnd Intl Lg Etf 0.20 56223 29.86
Vodafone Group New Adr F 0.20 57951 28.46
J.M. Smucker Company (SJM) 0.19 14949 +2% 104.96
Facebook Inc cl a 0.19 9541 +3% 170.84
Coca-Cola Company (KO) 0.18 33806 -20% 45.02
AT&T; (T) 0.18 38718 39.18
PowerShares QQQ Trust, Series 1 (QQQQ) 0.18 10255 145.49
Ishares Tr cmn 0.18 58949 +19% 25.24
International Business Machines (IBM) 0.16 9373 145.10
Utilities SPDR (XLU) 0.16 26096 -5% 53.03
JPMorgan Chase & Co. (JPM) 0.15 12865 +9% 95.53
Merck & Co (MRK) 0.15 19761 +6% 64.01
Parker-Hannifin Corporation (PH) 0.15 7289 175.06
Schwab Strategic Tr sht tm us tres 0.15 24439 +13% 50.41
Vanguard Russell 1000 Value Et 0.15 12548 +31% 103.60
BP (BP) 0.14 30933 38.44
Pfizer (PFE) 0.14 33887 +3% 35.71
Walt Disney Company (DIS) 0.14 11672 -3% 98.61
Vanguard Emerging Markets ETF (VWO) 0.14 27962 +16% 43.56
Lincoln Electric Holdings (LECO) 0.13 11747 NEW 91.68
Vanguard Short Term Corporate Bond ETF (VCSH) 0.13 13401 +5% 80.14
Alphabet Inc Class C cs 0.13 1122 +2% 959.00
Bank of America Corporation (BAC) 0.12 39970 +21% 25.34
Chevron Corporation (CVX) 0.12 8956 +5% 117.46
Cisco Systems (CSCO) 0.12 29760 33.64
Boeing Company (BA) 0.12 3863 +5% 254.21
Enterprise Products Partners 0.12 37434 +21% 26.07
SPDR S&P; Dividend (SDY) 0.12 10891 +2% 91.36
Vanguard Total Bond Market ETF (BND) 0.12 12521 81.94
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.12 25057 +33% 38.79
Alphabet Inc Class A cs 0.12 1015 +6% 973.40
Nuveen Barclays Shrt Term Muni bdfund 0.12 20347 +12% 48.61
United Parcel Service (UPS) 0.11 7407 +2% 120.02
Sherwin-Williams Company (SHW) 0.11 2509 -17% 357.91
iShares MSCI EAFE Value Index (EFV) 0.11 16555 -37% 54.61
IQ Hedge Multi-Strategy Tracker (QAI) 0.11 30668 29.87
Verizon Communications (VZ) 0.10 16473 -17% 49.47
Amgen (AMGN) 0.10 4366 -5% 186.44
ISHARES TR MSCI Small Cap msci small cap 0.10 13019 +4% 61.99
Nuveen Insd Dividend Advantage 0.10 55137 15.40
Wells Fargo & Company (WFC) 0.09 14425 -6% 55.18
Starbucks Corporation (SBUX) 0.09 13529 -2% 53.74
Wabtec Corporation (WAB) 0.09 10453 -6% 75.77
SPDR Dow Jones Industrial Average ETF (DIA) 0.09 3254 -11% 223.72
iShares S&P; SmallCap 600 Index (IJR) 0.09 9741 +34% 74.22
3M Company (MMM) 0.08 3213 +8% 209.77
Yum! Brands (YUM) 0.08 8913 -80% 73.60
Olin Corporation (OLN) 0.08 18760 34.28
Celgene Corporation (CELG) 0.08 4353 145.88
iShares S&P; 500 Value Index (IVE) 0.08 5896 -18% 107.87
iShares Dow Jones US Real Estate (IYR) 0.08 8236 +6% 79.89
PowerShares FTSE RAFI US 1000 (PRF) 0.08 6492 NEW 107.21
Dowdupont Inc 0.08 10070 NEW 69.22
Taiwan Semiconductor Mfg (TSM) 0.07 15075 37.55
PNC Financial Services (PNC) 0.07 4206 134.81
McDonald's Corporation (MCD) 0.07 3710 +6% 156.60
ConocoPhillips (COP) 0.07 12478 -4% 50.09
United Technologies Corporation (UTX) 0.07 4843 +11% 116.04
Visa (V) 0.07 5787 -13% 105.24
iShares Russell 1000 Growth Index (IWF) 0.07 4874 125.15
iShares S&P; 1500 Index Fund (ISI) 0.07 10504 +54% 57.60
Timkensteel 0.07 36241 16.50
Huntington Bancshares Incorporated (HBAN) 0.06 36159 -4% 13.97
Automatic Data Processing (ADP) 0.06 4557 109.28
Lockheed Martin Corporation (LMT) 0.06 1528 +19% 310.21
Altria (MO) 0.06 7565 -6% 63.45
eBay (EBAY) 0.06 12335 38.43
Honeywell International (HON) 0.06 3709 +5% 141.82
Nextera Energy Inc C om 0.06 3619 +6% 146.45
QUALCOMM (QCOM) 0.06 9935 -3% 51.84
Clorox Company (CLX) 0.06 3542 131.85
Vanguard Short-Term Bond ETF (BSV) 0.06 5971 NEW 79.89
Amazon (AMZN) 0.06 543 +15% 961.33
Agnico Com 0.06 10420 45.20
Magellan Midstream Partners (MMP) 0.06 7187 NEW 71.10
Vanguard Small-Cap Value ETF (VBR) 0.06 3843 -3% 127.76
Vanguard Sht Term Govt Bond ETF (VGSH) 0.06 9007 -46% 60.73
Duke Energy 0.06 6033 +7% 83.87
U.S. Ban (USB) 0.05 7143 +5% 53.62
Bristol Myers Squibb (BMY) 0.05 6653 -10% 63.73
PPG Industries (PPG) 0.05 4183 -3% 108.77
Adobe Systems Incorporated (ADBE) 0.05 2595 -3% 149.13
Harris Corporation (HRS) 0.05 2963 131.62
Cincinnati Financial Corporation (CINF) 0.05 4980 +9% 76.51
BB&T; Corporation (BBT) 0.05 9440 +15% 46.93
American Electric Power Company (AEP) 0.05 6323 70.22
Ford Motor Company (F) 0.05 34143 +6% 11.98
Accenture 0.05 3379 -2% 134.95
Lowe's Companies (LOW) 0.05 4842 +64% 79.93
SAP AG (SAP) 0.05 3848 +2% 109.67
Valley National Ban (VLY) 0.05 37839 -10% 12.05
Baidu (BIDU) 0.05 1767 -13% 247.88
Northwest Bancshares (NWBI) 0.05 26487 17.25
Rockwell Automation (ROK) 0.05 2199 +8% 178.26
TransDigm Group Incorporated (TDG) 0.05 1769 +68% 255.51
Vanguard REIT ETF (VNQ) 0.05 4765 -3% 83.11
Vanguard High Dividend Yield ETF (VYM) 0.05 4795 81.13
Ipath Dow Jones-aig Commodity 0.05 17459 23.25
PowerShares Emerging Markets Sovere (PCY) 0.05 13457 29.80
Banner Corp Com 0.05 7142 61.33
Phillips 66 0.05 4656 91.71
Abbvie 0.05 4922 88.79
Medtronic 0.05 5446 +21% 77.86
Comcast Corporation (CMCSA) 0.04 8118 +6% 38.43
iShares MSCI Emerging Markets Indx (EEM) 0.04 7218 44.75
MasterCard Incorporated (MA) 0.04 2556 141.24
Starwood Property Trust (STWD) 0.04 15126 -8% 21.75
American Express Company (AXP) 0.04 3695 +7% 90.39
McKesson Corporation (MCK) 0.04 1931 153.81
Lancaster Colony (LANC) 0.04 2802 120.27
Royal Dutch Shell (RDS.B) 0.04 5644 62.54
Schlumberger (SLB) 0.04 4703 +8% 69.74
priceline.com Incorporated (PCLN) 0.04 187 -3% 1828.88
Cedar Fair (FUN) 0.04 5446 NEW 64.08
iShares Russell 1000 Index (IWB) 0.04 2503 139.83
Banco Bilbao Vizcaya Argentaria SA (BBVA) 0.04 37440 8.92
CHECK POINT SOFTWARE Technolog Com Stk 0.04 2698 114.16
iShares Russell Midcap Value Index (IWS) 0.04 4170 84.89
Tesla Motors (TSLA) 0.04 1042 +3% 340.69
PowerShares Intl. Dividend Achiev. (PID) 0.04 18640 16.15
Claymore/Zacks Multi-Asset Inc Idx (CVY) 0.04 14961 21.72
iShares MSCI EAFE Growth Index (EFG) 0.04 4684 77.28
iShares Dow Jones US Aerospace & Def.ETF (ITA) 0.04 2070 NEW 178.26
Rydex S&P; 500 Pure Growth ETF (RPG) 0.04 3730 100.00
Claymore Exchange-traded Fd gugg crp bd 2017 0.04 14425 22.60
Rydex Etf Trust equity 0.04 8300 NEW 41.33
D Spdr Series Trust 0.04 5040 62.70
Flexshares Tr mornstar upstr 0.04 10043 -16% 31.17
Claymore Exchange Trd Fd Tr gug bull2018 e 0.04 16870 21.16
Alibaba Group Holding Ltd Spon 0.04 1868 +4% 172.91
Yum China Holdings 0.04 8770 -80% 40.02
Canadian Natl Ry Co 0.03 3266 82.98
Abbott Laboratories (ABT) 0.03 5517 53.29
Regeneron Pharmaceuticals (REGN) 0.03 559 -21% 447.23
Norfolk Southern (NSC) 0.03 1804 132.48
Dominion Resources (D) 0.03 3580 +30% 76.82
FirstEnergy (FE) 0.03 8912 30.86
SYSCO Corporation (SYY) 0.03 4121 53.87
International Paper Company (IP) 0.03 4557 -5% 56.84
Emerson Electric (EMR) 0.03 3590 62.95
Raytheon Company (RTN) 0.03 1300 -4% 186.92
Thermo Fisher Scientific (TMO) 0.03 1194 189.28
Becton, Dickinson and (BDX) 0.03 1478 -4% 196.21
Deere & Company (DE) 0.03 1860 +6% 125.81
GlaxoSmithKline (GSK) 0.03 6375 40.63
Philip Morris International (PM) 0.03 2095 +5% 111.22
Praxair (PX) 0.03 1656 +4% 139.49
Symantec Corporation (SYMC) 0.03 7847 +3% 32.75
UnitedHealth (UNH) 0.03 1310 +17% 196.18
Exelon Corporation (EXC) 0.03 7246 37.68
Shire (SHPGY) 0.03 1669 +18% 153.39
Buckeye Partners (BPL) 0.03 4588 +32% 57.11
Southern Company (SO) 0.03 4333 NEW 49.16
Anheuser-Busch InBev NV (BUD) 0.03 2441 -7% 119.21
General Dynamics Corporation (GD) 0.03 1285 205.45
Enbridge Inc 0.03 6891 +5% 41.79
Key (KEY) 0.03 11761 NEW 18.79
Align Technology (ALGN) 0.03 1468 -16% 185.97
UGI Corporation (UGI) 0.03 4934 46.82
Unilever (UL) 0.03 3725 -9% 57.99
Fresenius Medical Care AG & Co. (FMS) 0.03 4868 48.89
American International (AIG) 0.03 3531 61.46
iShares Russell 2000 Value Index (IWN) 0.03 1802 124.31
ONEOK (OKE) 0.03 4298 NEW 55.37
iShares Cohen & Steers Realty Maj. (ICF) 0.03 2636 100.53
O'reilly Automotive Inc 0.03 1101 NEW 215.26
SPDR DJ Wilshire REIT (RWR) 0.03 2518 NEW 92.53
iShares Morningstar Large Growth (JKE) 0.03 1712 146.61
iShares Morningstar Mid Growth Idx (JKH) 0.03 1489 -4% 189.39
SPDR Barclays Capital Convertible SecETF (CWB) 0.03 4187 51.11
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.03 2529 101.62
PowerShares Hgh Yield Corporate Bnd (PHB) 0.03 14366 19.07
PowerShares DWA Devld Markt Tech (PIZ) 0.03 9658 27.02
Ishares Tr fltg rate nt 0.03 5632 NEW 50.96
Flexshares Tr iboxx 3r targt 0.03 9630 -33% 24.61
Claymore Exchange Trd Fd Tr gug bull2019 e 0.03 13115 21.27
Paypal Holdings 0.03 3668 NEW 64.07
Chubb 0.03 1628 +5% 142.51
Ferrari Nv Ord 0.03 2000 NEW 110.50
Annaly Capital Management (NLY) 0.02 11067 NEW 12.20
Eli Lilly & Co. (LLY) 0.02 2371 NEW 85.62
Northrop Grumman Corporation (NOC) 0.02 723 -16% 287.69
Xilinx (XLNX) 0.02 2834 NEW 70.92
Novartis AG (NVS) 0.02 2364 NEW 85.87
Gartner (IT) 0.02 1654 -2% 124.55
Danaher Corporation (DHR) 0.02 2395 85.59
Kellogg Company (K) 0.02 3347 62.44
Fifth Street Finance (FSC) 0.02 25229 -10% 5.47
Seagate Technology Com Stk 0.02 6214 -18% 33.15
Banco Itau Holding Financeira S.A. (ITUB) 0.02 14490 13.73
Prospect Capital Corporation (PSEC) 0.02 25945 -11% 6.71
BioTime (BTIM) 0.02 48983 2.84
iShares Barclays TIPS Bond Fund (TIP) 0.02 1820 113.74
Ralph Lauren Corp 0.02 2364 NEW 88.41
Retail Properties Of America 0.02 12114 13.13
Wpp Plc- 0.02 2242 +2% 92.77
Alder Biopharmaceuticals 0.02 15406 NEW 12.27
ICICI Bank (IBN) 0.01 13611 8.60
Gold Fields (GFI) 0.01 22595 4.29
Asa Limited shs 0.01 10000 11.90
Klondex Mines (KDX) 0.01 12238 3.68
Sirius Xm Holdings 0.01 11800 5.51
Natuzzi, S.p.A (NTZ) 0.00 16000 2.06
Alaska Communications Systems (ALSK) 0.00 12500 2.24
Stanley Furniture (STLY) 0.00 12000 1.17
Emerson Radio (MSN) 0.00 12794 NEW 1.33
Perma-fix Env. 0.00 11000 3.82
Nanoviricides 0.00 17583 1.14
Windstream Holdings 0.00 13768 -10% 1.74

Past 13F-HR SEC Filings by Sequoia Financial Advisors

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