Sequoia Financial Advisors

Latest statistics and disclosures from Sequoia Financial Advisors's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Sequoia Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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.

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

Past Filings by Sequoia Financial Advisors

SEC 13F filings are viewable for Sequoia Financial Advisors going back to 2013

View all past filings