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, AAPL, AGG, and represent 20.37% of Sequoia Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: MSFT (+$93M), AAPL (+$85M), NVDA (+$77M), VTI (+$53M), AMZN (+$43M), AVGO (+$39M), TKO (+$38M), META (+$34M), LVS (+$34M), GOOG (+$31M).
- Started 287 new stock positions in BLDR, DGX, IR, SWKS, MOS, FSS, FUN, NDAQ, BBY, JLL.
- Reduced shares in these 10 stocks: RRR (-$198M), PANW (-$70M), WYNN (-$46M), JMST (-$21M), PXD (-$10M), VICI (-$8.7M), EIX (-$6.3M), DLR, WD, VZ.
- Sold out of its positions in Activision Blizzard, Aegon, ALYAF, AAT, AR, ABG, ACLS, BJ, BCPC, BNS.
- Sequoia Financial Advisors was a net buyer of stock by $1.7B.
- Sequoia Financial Advisors has $8.1B in assets under management (AUM), dropping by 41.38%.
- Central Index Key (CIK): 0001599900
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Portfolio Holdings for Sequoia Financial Advisors
Sequoia Financial Advisors holds 1189 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Sequoia Financial Advisors has 1189 total positions. Only the first 250 positions are shown.
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- Download the Sequoia Financial Advisors December 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 7.9 | $641M | +8% | 2.7M | 237.22 |
|
| Ishares Tr Core Msci Total (IXUS) | 3.7 | $295M | +5% | 4.5M | 64.93 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 3.2 | $257M | +7% | 3.3M | 78.02 |
|
| Apple (AAPL) | 3.0 | $243M | +54% | 1.3M | 192.53 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.6 | $207M | +8% | 2.1M | 99.25 |
|
| Microsoft Corporation (MSFT) | 2.4 | $195M | +91% | 518k | 376.04 |
|
| Amazon (AMZN) | 2.2 | $174M | +32% | 1.1M | 151.94 |
|
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 1.7 | $138M | +2% | 4.1M | 33.73 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.5 | $118M | +9% | 789k | 149.50 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 1.5 | $118M | +10% | 3.5M | 33.25 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 1.4 | $116M | +9% | 1.1M | 101.77 |
|
| NVIDIA Corporation (NVDA) | 1.4 | $115M | +204% | 233k | 495.22 |
|
| Ishares Tr National Mun Etf (MUB) | 1.4 | $113M | -2% | 1.0M | 108.41 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $104M | +18% | 747k | 139.69 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.3 | $103M | 539k | 191.17 |
|
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.3 | $101M | +12% | 2.2M | 46.04 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $84M | +10% | 780k | 108.25 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 1.0 | $84M | 1.6M | 51.83 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $80M | +16% | 225k | 356.66 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.9 | $75M | +19% | 1.5M | 51.05 |
|
| Spdr Index Shs Fds Portfli Msci Gbl (SPGM) | 0.9 | $74M | 1.3M | 55.34 |
|
|
| Palo Alto Networks (PANW) | 0.9 | $74M | -48% | 251k | 294.88 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $72M | +47% | 151k | 475.31 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $71M | +76% | 505k | 140.93 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.8 | $67M | +36% | 217k | 310.88 |
|
| Caesars Entertainment (CZR) | 0.8 | $67M | +37% | 1.4M | 46.88 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.7 | $60M | +7% | 558k | 108.26 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.7 | $60M | +17% | 544k | 109.37 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.7 | $58M | 1.0M | 56.40 |
|
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.6 | $52M | +9% | 1.2M | 42.40 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $50M | +25% | 105k | 477.63 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $48M | +26% | 281k | 170.10 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.6 | $47M | +20% | 903k | 51.66 |
|
| Meta Platforms Cl A (META) | 0.6 | $47M | +283% | 131k | 353.96 |
|
| Vici Pptys (VICI) | 0.6 | $46M | -15% | 1.4M | 32.29 |
|
| Broadcom (AVGO) | 0.5 | $44M | +737% | 40k | 1116.24 |
|
| Golden Entmt (GDEN) | 0.5 | $41M | 1.0M | 39.93 |
|
|
| Planet Fitness Cl A (PLNT) | 0.5 | $41M | +13% | 563k | 73.00 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.5 | $39M | +105% | 697k | 55.90 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.5 | $39M | -5% | 294k | 130.92 |
|
| Tko Group Holdings Cl A (TKO) | 0.5 | $38M | NEW | 470k | 81.58 |
|
| Honeywell International (HON) | 0.5 | $38M | +53% | 179k | 209.71 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.5 | $38M | +228% | 1.4M | 26.51 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $38M | +361% | 64k | 582.91 |
|
| Zoetis Cl A (ZTS) | 0.5 | $37M | +116% | 189k | 197.37 |
|
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.5 | $37M | -6% | 760k | 48.51 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.5 | $37M | +3% | 704k | 52.33 |
|
| Visa Com Cl A (V) | 0.5 | $36M | +316% | 140k | 260.35 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.4 | $36M | +8% | 1.2M | 28.64 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $36M | +18% | 87k | 409.52 |
|
| Goldman Sachs (GS) | 0.4 | $35M | +67% | 91k | 385.77 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.4 | $35M | +2% | 346k | 100.27 |
|
| Wal-Mart Stores (WMT) | 0.4 | $34M | +36% | 215k | 157.65 |
|
| Las Vegas Sands (LVS) | 0.4 | $34M | NEW | 683k | 49.21 |
|
| salesforce (CRM) | 0.4 | $33M | +23% | 126k | 263.14 |
|
| Home Depot (HD) | 0.4 | $33M | +191% | 94k | 346.55 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.4 | $32M | +1688% | 379k | 84.87 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.4 | $32M | +11% | 1.4M | 23.04 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $32M | +28% | 318k | 99.98 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $30M | +341% | 46k | 660.41 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.4 | $29M | +11% | 362k | 81.28 |
|
| Walker & Dunlop (WD) | 0.4 | $29M | -11% | 262k | 111.01 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.3 | $28M | +13% | 381k | 72.54 |
|
| Vail Resorts (MTN) | 0.3 | $28M | +14% | 128k | 215.51 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.3 | $28M | +5% | 462k | 59.62 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $27M | +6% | 173k | 157.80 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.3 | $27M | -3% | 568k | 46.62 |
|
| Pepsi (PEP) | 0.3 | $25M | +77% | 147k | 169.84 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $25M | +12% | 488k | 50.58 |
|
| T Rowe Price Etf Price Div Grwt (TDVG) | 0.3 | $24M | NEW | 692k | 35.27 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $24M | +612% | 45k | 530.79 |
|
| Tesla Motors (TSLA) | 0.3 | $23M | +45% | 93k | 248.48 |
|
| CVS Caremark Corporation (CVS) | 0.3 | $23M | +24% | 290k | 78.96 |
|
| Kraft Heinz (KHC) | 0.3 | $23M | +10% | 618k | 36.98 |
|
| Ecolab (ECL) | 0.3 | $23M | +13% | 115k | 198.35 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.3 | $23M | +17% | 791k | 28.61 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.3 | $22M | +10% | 484k | 46.36 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.3 | $22M | +18% | 893k | 24.96 |
|
| American Tower Reit (AMT) | 0.3 | $22M | +10% | 101k | 215.88 |
|
| Procter & Gamble Company (PG) | 0.3 | $22M | +145% | 149k | 146.54 |
|
| Verizon Communications (VZ) | 0.3 | $22M | -14% | 574k | 37.70 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $21M | +18% | 79k | 262.26 |
|
| Amgen (AMGN) | 0.3 | $21M | +398% | 71k | 288.02 |
|
| Laboratory Corp Amer Hldgs Com New (LH) | 0.2 | $20M | +14% | 87k | 227.29 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.2 | $19M | +3% | 560k | 34.36 |
|
| Nextera Energy (NEE) | 0.2 | $19M | +53% | 316k | 60.74 |
|
| Zimmer Holdings (ZBH) | 0.2 | $19M | +37% | 156k | 121.70 |
|
| Merck & Co (MRK) | 0.2 | $19M | +191% | 170k | 109.07 |
|
| Nike CL B (NKE) | 0.2 | $19M | +18% | 170k | 108.58 |
|
| Sherwin-Williams Company (SHW) | 0.2 | $18M | +3% | 59k | 311.90 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $18M | +920% | 217k | 84.14 |
|
| Servicenow (NOW) | 0.2 | $18M | +15% | 26k | 706.48 |
|
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.2 | $18M | -5% | 662k | 27.04 |
|
| Service Corporation International (SCI) | 0.2 | $18M | +3% | 259k | 68.45 |
|
| Caterpillar (CAT) | 0.2 | $18M | +444% | 59k | 295.67 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $18M | +27% | 254k | 68.80 |
|
| Bank of America Corporation (BAC) | 0.2 | $17M | +282% | 514k | 33.67 |
|
| Marsh & McLennan Companies (MMC) | 0.2 | $17M | +2229% | 91k | 189.47 |
|
| Baxter International (BAX) | 0.2 | $17M | +24% | 446k | 38.66 |
|
| McDonald's Corporation (MCD) | 0.2 | $17M | +160% | 57k | 296.51 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.2 | $17M | +12% | 665k | 25.52 |
|
| Abbott Laboratories (ABT) | 0.2 | $17M | +408% | 152k | 110.07 |
|
| BorgWarner (BWA) | 0.2 | $17M | +22% | 459k | 35.85 |
|
| Freeport-mcmoran CL B (FCX) | 0.2 | $16M | +18% | 384k | 42.57 |
|
| UnitedHealth (UNH) | 0.2 | $16M | +74% | 31k | 526.46 |
|
| Cisco Systems (CSCO) | 0.2 | $16M | +29% | 319k | 50.52 |
|
| Endeavor Group Hldgs Cl A Com (EDR) | 0.2 | $15M | 646k | 23.73 |
|
|
| United Parcel Service CL B (UPS) | 0.2 | $15M | +186% | 96k | 157.23 |
|
| Oracle Corporation (ORCL) | 0.2 | $15M | +223% | 143k | 105.43 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $15M | +134% | 53k | 277.15 |
|
| Johnson & Johnson (JNJ) | 0.2 | $15M | +71% | 92k | 156.74 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $14M | +20% | 191k | 75.10 |
|
| International Business Machines (IBM) | 0.2 | $14M | +354% | 87k | 163.55 |
|
| Johnson Ctls Intl SHS (JCI) | 0.2 | $14M | +5276% | 246k | 57.64 |
|
| American Axle & Manufact. Holdings (AXL) | 0.2 | $14M | NEW | 1.6M | 8.81 |
|
| BlackRock (BLK) | 0.2 | $14M | +754% | 17k | 811.83 |
|
| Nxp Semiconductors N V (NXPI) | 0.2 | $14M | +1509% | 60k | 229.68 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $13M | +14% | 206k | 65.06 |
|
| Iqvia Holdings (IQV) | 0.2 | $13M | +2775% | 58k | 231.38 |
|
| Waste Management (WM) | 0.2 | $13M | +681% | 74k | 179.10 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $13M | +275% | 29k | 453.24 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.2 | $13M | NEW | 118k | 110.13 |
|
| Parker-Hannifin Corporation (PH) | 0.2 | $13M | +172% | 28k | 460.70 |
|
| Microchip Technology (MCHP) | 0.2 | $13M | +2005% | 144k | 90.18 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.2 | $13M | -5% | 258k | 49.72 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $13M | +15% | 291k | 43.85 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.2 | $13M | 68k | 186.55 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $13M | -4% | 244k | 51.04 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.2 | $13M | -4% | 177k | 70.28 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $12M | +8% | 60k | 200.71 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $12M | +3% | 142k | 82.96 |
|
| Hershey Company (HSY) | 0.1 | $12M | +2799% | 63k | 186.44 |
|
| Norfolk Southern (NSC) | 0.1 | $11M | +1694% | 48k | 236.38 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $11M | +1205% | 50k | 224.88 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $11M | 298k | 37.22 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $11M | +9% | 105k | 105.23 |
|
| Cheniere Energy Com New (LNG) | 0.1 | $11M | +937% | 65k | 170.71 |
|
| Qualcomm (QCOM) | 0.1 | $11M | +272% | 76k | 144.63 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $11M | -3% | 376k | 29.23 |
|
| Citigroup Com New (C) | 0.1 | $11M | +29% | 212k | 51.44 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $11M | +2% | 229k | 47.24 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $10M | 98k | 105.43 |
|
|
| Chevron Corporation (CVX) | 0.1 | $10M | +37% | 68k | 149.16 |
|
| Abbvie (ABBV) | 0.1 | $10M | +66% | 65k | 154.97 |
|
| Boeing Company (BA) | 0.1 | $10M | +96% | 38k | 260.66 |
|
| At&t (T) | 0.1 | $10M | +457% | 595k | 16.78 |
|
| Rockwell Automation (ROK) | 0.1 | $10M | +676% | 32k | 310.48 |
|
| Deere & Company (DE) | 0.1 | $9.9M | +454% | 25k | 399.86 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $9.9M | +32% | 23k | 436.79 |
|
| Intuit (INTU) | 0.1 | $9.8M | +298% | 16k | 625.02 |
|
| Starbucks Corporation (SBUX) | 0.1 | $9.7M | +21% | 101k | 96.01 |
|
| Zscaler Incorporated (ZS) | 0.1 | $9.7M | NEW | 44k | 221.56 |
|
| Phillips 66 (PSX) | 0.1 | $9.6M | 72k | 133.14 |
|
|
| Gilead Sciences (GILD) | 0.1 | $9.6M | +9% | 118k | 81.01 |
|
| D.R. Horton (DHI) | 0.1 | $9.5M | +1693% | 63k | 151.98 |
|
| TJX Companies (TJX) | 0.1 | $9.4M | +954% | 100k | 93.81 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $9.3M | -69% | 184k | 50.74 |
|
| American Electric Power Company (AEP) | 0.1 | $9.3M | +408% | 115k | 81.22 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $9.1M | 80k | 113.99 |
|
|
| Progressive Corporation (PGR) | 0.1 | $8.8M | +9% | 56k | 159.28 |
|
| Pfizer (PFE) | 0.1 | $8.7M | +25% | 301k | 28.79 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $8.3M | +65% | 20k | 426.50 |
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $8.3M | +2% | 264k | 31.49 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $8.3M | 149k | 55.67 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $8.3M | +41% | 56k | 147.41 |
|
| Netflix (NFLX) | 0.1 | $8.2M | +78% | 17k | 486.89 |
|
| Realty Income (O) | 0.1 | $7.9M | +13% | 138k | 57.42 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $7.9M | +71% | 22k | 350.91 |
|
| Air Products & Chemicals (APD) | 0.1 | $7.8M | +29% | 29k | 273.80 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $7.6M | 598k | 12.72 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $7.6M | +29% | 29k | 259.67 |
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.1 | $7.6M | 172k | 44.02 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $7.5M | +7% | 78k | 97.04 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.1 | $7.5M | -26% | 72k | 104.76 |
|
| TransDigm Group Incorporated (TDG) | 0.1 | $7.5M | +14% | 7.4k | 1011.61 |
|
| Schlumberger Com Stk (SLB) | 0.1 | $7.4M | +824% | 143k | 52.04 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $7.4M | +12% | 72k | 102.88 |
|
| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.1 | $7.3M | -3% | 75k | 97.26 |
|
| Unilever Spon Adr New (UL) | 0.1 | $7.1M | 147k | 48.48 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $7.1M | +55% | 30k | 240.82 |
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.1 | $7.1M | +26% | 277k | 25.66 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $7.0M | +68% | 67k | 104.03 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $6.9M | 73k | 95.08 |
|
|
| Medtronic SHS (MDT) | 0.1 | $6.8M | +24% | 83k | 82.38 |
|
| Coca-Cola Company (KO) | 0.1 | $6.7M | +94% | 113k | 58.93 |
|
| M&T Bank Corporation (MTB) | 0.1 | $6.6M | -5% | 48k | 137.08 |
|
| Lowe's Companies (LOW) | 0.1 | $6.5M | +130% | 29k | 222.55 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $6.5M | +6% | 151k | 43.28 |
|
| Dimensional Etf Trust Short Duration F (DFSD) | 0.1 | $6.5M | +8% | 138k | 47.01 |
|
| Cdw (CDW) | 0.1 | $6.5M | +804% | 28k | 227.32 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $6.3M | -3% | 91k | 70.10 |
|
| Linde SHS (LIN) | 0.1 | $6.3M | +61% | 15k | 410.72 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $6.2M | +204% | 130k | 47.90 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $6.0M | +7% | 107k | 56.14 |
|
| Eastman Chemical Company (EMN) | 0.1 | $6.0M | -4% | 66k | 89.82 |
|
| NiSource (NI) | 0.1 | $5.9M | 224k | 26.55 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $5.9M | 238k | 24.79 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $5.8M | +390% | 14k | 406.88 |
|
| General Electric Com New (GE) | 0.1 | $5.8M | +70% | 46k | 127.63 |
|
| Omni (OMC) | 0.1 | $5.8M | +1627% | 67k | 86.51 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $5.7M | +69% | 9.6k | 596.57 |
|
| ConocoPhillips (COP) | 0.1 | $5.6M | +21% | 49k | 116.07 |
|
| Corning Incorporated (GLW) | 0.1 | $5.6M | 185k | 30.45 |
|
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.1 | $5.5M | +13% | 241k | 22.74 |
|
| Wec Energy Group (WEC) | 0.1 | $5.5M | +23% | 65k | 84.17 |
|
| Steris Shs Usd (STE) | 0.1 | $5.4M | +764% | 25k | 219.85 |
|
| Walt Disney Company (DIS) | 0.1 | $5.4M | +74% | 60k | 90.30 |
|
| Morgan Stanley Com New (MS) | 0.1 | $5.4M | +122% | 58k | 93.25 |
|
| Intel Corporation (INTC) | 0.1 | $5.3M | +55% | 105k | 50.25 |
|
| Applied Materials (AMAT) | 0.1 | $5.2M | +138% | 32k | 162.07 |
|
| Union Pacific Corporation (UNP) | 0.1 | $5.2M | +100% | 21k | 245.62 |
|
| Wp Carey (WPC) | 0.1 | $5.1M | +4% | 79k | 64.81 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $5.1M | +6% | 43k | 117.22 |
|
| Keysight Technologies (KEYS) | 0.1 | $5.1M | +1613% | 32k | 159.09 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $4.9M | -23% | 49k | 99.79 |
|
| Akamai Technologies (AKAM) | 0.1 | $4.9M | NEW | 41k | 118.35 |
|
| Anthem (ELV) | 0.1 | $4.7M | +103% | 9.9k | 471.58 |
|
| Tradeweb Mkts Cl A (TW) | 0.1 | $4.6M | NEW | 50k | 90.88 |
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $4.5M | +820% | 33k | 139.03 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $4.5M | +25% | 23k | 192.48 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $4.5M | +73% | 88k | 50.96 |
|
| Spdr Index Shs Fds S&p Gblinf Etf (GII) | 0.1 | $4.4M | 83k | 53.49 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $4.4M | -5% | 69k | 64.62 |
|
| MercadoLibre (MELI) | 0.1 | $4.4M | +120% | 2.8k | 1571.55 |
|
| Walgreen Boots Alliance (WBA) | 0.1 | $4.3M | 166k | 26.11 |
|
|
| Lam Research Corporation (LRCX) | 0.1 | $4.3M | +18% | 5.5k | 783.30 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $4.3M | +44% | 41k | 103.45 |
|
| Campbell Soup Company (CPB) | 0.1 | $4.3M | NEW | 99k | 43.23 |
|
| Tractor Supply Company (TSCO) | 0.1 | $4.2M | +1418% | 20k | 215.03 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $4.2M | 56k | 76.13 |
|
|
| L3harris Technologies (LHX) | 0.1 | $4.2M | +574% | 20k | 210.62 |
|
| F5 Networks (FFIV) | 0.1 | $4.2M | +698% | 23k | 178.98 |
|
| Ford Motor Company (F) | 0.1 | $4.2M | +14% | 342k | 12.19 |
|
| Shell Spon Ads (SHEL) | 0.1 | $4.1M | +92% | 63k | 65.80 |
|
| Wells Fargo & Company (WFC) | 0.1 | $4.1M | +166% | 83k | 49.22 |
|
| CSX Corporation (CSX) | 0.1 | $4.1M | +258% | 117k | 34.67 |
|
| Vanguard World Fds Health Car Etf (VHT) | 0.1 | $4.1M | +10% | 16k | 250.70 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $4.0M | +150% | 24k | 170.46 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $4.0M | +59% | 108k | 36.96 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $4.0M | +121% | 77k | 51.31 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $3.9M | +87% | 39k | 100.97 |
|
| Global Payments (GPN) | 0.0 | $3.9M | +24% | 31k | 127.00 |
|
| Globus Med Cl A (GMED) | 0.0 | $3.8M | 72k | 53.29 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $3.8M | +18% | 12k | 303.18 |
|
| Target Corporation (TGT) | 0.0 | $3.8M | +119% | 26k | 142.42 |
|
| Micron Technology (MU) | 0.0 | $3.7M | +81% | 44k | 85.34 |
|
| Textron (TXT) | 0.0 | $3.7M | +1623% | 46k | 80.42 |
|
| 3M Company (MMM) | 0.0 | $3.7M | +38% | 34k | 109.32 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $3.7M | +87% | 52k | 70.35 |
|
| Danaher Corporation (DHR) | 0.0 | $3.6M | +52% | 16k | 231.34 |
|
Past Filings by Sequoia Financial Advisors
SEC 13F filings are viewable for Sequoia Financial Advisors going back to 2013
- Sequoia Financial Advisors 2023 Q4 filed Jan. 26, 2024
- 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