Sequoia Financial Advisors
Latest statistics and disclosures from Sequoia Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, VONG, AAPL, IXUS, MSFT, and represent 22.59% of Sequoia Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$203M), JPIE (+$70M), BINC (+$68M), PYLD (+$58M), VTI (+$31M), LH (+$28M), AVGO (+$27M), DFAU (+$27M), CHDN (+$26M), WYNN (+$23M).
- Started 114 new stock positions in LH, BFST, TFIN, Sila Realty Trust, GOVI, SOLV, CHDN, NBIX, FNDE, LXP.
- Reduced shares in these 10 stocks: AGG (-$194M), FBND (-$84M), TLH (-$56M), GOVT (-$33M), , SCHZ (-$25M), VMBS (-$21M), LVS (-$19M), SCHW (-$16M), BAX (-$15M).
- Sold out of its positions in AAON, ARKW, AAP, ALB, DIVO, MFIC, ARW, BATRK, BIDU, BALL.
- Sequoia Financial Advisors was a net buyer of stock by $248M.
- Sequoia Financial Advisors has $8.3B in assets under management (AUM), dropping by 3.20%.
- Central Index Key (CIK): 0001599900
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Portfolio Holdings for Sequoia Financial Advisors
Sequoia Financial Advisors holds 1200 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Sequoia Financial Advisors has 1200 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Sequoia Financial Advisors June 30, 2024 positions
- Download the Sequoia Financial Advisors June 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 9.4 | $784M | +4% | 2.9M | 267.51 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 3.7 | $311M | 3.3M | 93.81 |
|
|
| Apple (AAPL) | 3.2 | $268M | 1.3M | 210.62 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 3.1 | $259M | +4% | 3.8M | 67.56 |
|
| Microsoft Corporation (MSFT) | 3.0 | $253M | +8% | 566k | 446.95 |
|
| NVIDIA Corporation (NVDA) | 2.7 | $226M | +888% | 1.8M | 123.54 |
|
| Amazon (AMZN) | 2.6 | $213M | 1.1M | 193.25 |
|
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 2.0 | $164M | +19% | 4.4M | 37.49 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 1.7 | $139M | +4% | 1.2M | 112.40 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $123M | -3% | 678k | 182.15 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.3 | $109M | -3% | 507k | 215.01 |
|
| Ishares Tr National Mun Etf (MUB) | 1.3 | $108M | -4% | 1.0M | 106.55 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.3 | $104M | +2% | 645k | 160.90 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 1.1 | $94M | 1.6M | 58.85 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $92M | +2% | 503k | 183.42 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $91M | 223k | 406.80 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $90M | +5% | 841k | 106.66 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $84M | 155k | 544.22 |
|
|
| Spdr Index Shs Fds Portfli Msci Gbl (SPGM) | 1.0 | $80M | -3% | 1.3M | 60.78 |
|
| Broadcom (AVGO) | 0.9 | $78M | +54% | 48k | 1605.54 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.9 | $76M | 1.5M | 50.11 |
|
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.9 | $75M | +6% | 636k | 118.50 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.8 | $70M | NEW | 1.5M | 45.46 |
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.8 | $68M | NEW | 1.3M | 52.20 |
|
| Meta Platforms Cl A (META) | 0.7 | $62M | +13% | 123k | 504.22 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.7 | $58M | NEW | 2.3M | 25.64 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $58M | +5% | 155k | 374.39 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.7 | $57M | -11% | 892k | 64.25 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $57M | +13% | 62k | 905.38 |
|
| Palo Alto Networks (PANW) | 0.7 | $56M | 165k | 339.01 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $54M | -3% | 265k | 202.26 |
|
| First Tr Exchange-traded Managd Mun Etf (FMB) | 0.6 | $52M | +3% | 1.0M | 51.06 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $52M | 95k | 547.23 |
|
|
| Tko Group Holdings Cl A (TKO) | 0.6 | $51M | 470k | 107.99 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.6 | $49M | 1.4M | 35.03 |
|
|
| Exxon Mobil Corporation (XOM) | 0.6 | $47M | +4% | 408k | 115.12 |
|
| Thermo Fisher Scientific (TMO) | 0.6 | $47M | +5% | 84k | 553.00 |
|
| Raytheon Technologies Corp (RTX) | 0.6 | $46M | +8% | 459k | 100.39 |
|
| Wal-Mart Stores (WMT) | 0.5 | $45M | +3% | 666k | 67.71 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $45M | 94k | 479.11 |
|
|
| American Tower Reit (AMT) | 0.5 | $43M | -25% | 222k | 194.38 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.5 | $43M | +17% | 1.0M | 41.54 |
|
| Planet Fitness Cl A (PLNT) | 0.5 | $43M | +39% | 577k | 73.59 |
|
| Procter & Gamble Company (PG) | 0.5 | $42M | 252k | 164.92 |
|
|
| Vici Pptys (VICI) | 0.5 | $41M | 1.4M | 29.05 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.5 | $41M | +7% | 1.4M | 29.67 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.5 | $40M | 617k | 64.00 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.5 | $39M | +5% | 755k | 51.87 |
|
| Honeywell International (HON) | 0.5 | $39M | 183k | 213.54 |
|
|
| Costco Wholesale Corporation (COST) | 0.5 | $39M | +13% | 45k | 850.00 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.5 | $39M | -27% | 481k | 79.93 |
|
| Amgen (AMGN) | 0.5 | $38M | +3% | 123k | 312.45 |
|
| Visa Com Cl A (V) | 0.4 | $34M | +13% | 130k | 262.47 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.4 | $34M | +3% | 392k | 86.61 |
|
| Home Depot (HD) | 0.4 | $34M | +12% | 99k | 344.24 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.4 | $34M | -19% | 333k | 100.71 |
|
| Pepsi (PEP) | 0.4 | $33M | +46% | 201k | 164.93 |
|
| Xylem (XYL) | 0.4 | $33M | +63% | 242k | 135.63 |
|
| Goldman Sachs (GS) | 0.4 | $33M | 73k | 452.32 |
|
|
| Zoetis Cl A (ZTS) | 0.4 | $33M | +5% | 189k | 173.36 |
|
| Waste Management (WM) | 0.4 | $32M | +118% | 150k | 213.34 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.4 | $32M | +5% | 419k | 76.57 |
|
| Ss&c Technologies Holding (SSNC) | 0.4 | $32M | +5% | 512k | 62.67 |
|
| Caesars Entertainment (CZR) | 0.4 | $32M | +183% | 801k | 39.74 |
|
| salesforce (CRM) | 0.4 | $30M | -3% | 117k | 257.10 |
|
| Ishares Core Msci Emkt (IEMG) | 0.4 | $29M | +5% | 543k | 53.53 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.3 | $29M | +12% | 1.1M | 26.73 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.3 | $29M | +2% | 477k | 60.08 |
|
| Verizon Communications (VZ) | 0.3 | $29M | -6% | 694k | 41.24 |
|
| T Rowe Price Etf Price Div Grwt (TDVG) | 0.3 | $29M | +5% | 742k | 38.50 |
|
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.3 | $28M | -6% | 592k | 47.77 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.3 | $28M | +4% | 862k | 31.99 |
|
| Labcorp Holdings Com Shs (LH) | 0.3 | $28M | NEW | 136k | 203.51 |
|
| Microchip Technology (MCHP) | 0.3 | $27M | +118% | 296k | 91.50 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $27M | -2% | 163k | 164.28 |
|
| Churchill Downs (CHDN) | 0.3 | $26M | NEW | 189k | 139.60 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.3 | $26M | -76% | 570k | 44.93 |
|
| Cheniere Energy Com New (LNG) | 0.3 | $25M | +3% | 145k | 174.83 |
|
| Nxp Semiconductors N V (NXPI) | 0.3 | $24M | +80% | 90k | 269.09 |
|
| Parker-Hannifin Corporation (PH) | 0.3 | $24M | +4% | 47k | 505.81 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $23M | +3% | 79k | 297.54 |
|
| Wynn Resorts (WYNN) | 0.3 | $23M | +6720% | 258k | 89.50 |
|
| Caterpillar (CAT) | 0.3 | $23M | +19% | 68k | 333.10 |
|
| Zimmer Holdings (ZBH) | 0.3 | $23M | 208k | 108.53 |
|
|
| Merck & Co (MRK) | 0.3 | $22M | +12% | 178k | 123.84 |
|
| Nextera Energy (NEE) | 0.3 | $22M | -4% | 311k | 70.81 |
|
| Schlumberger Com Stk (SLB) | 0.3 | $22M | 466k | 47.18 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $22M | -89% | 225k | 97.07 |
|
| Marsh & McLennan Companies (MMC) | 0.3 | $22M | +18% | 102k | 210.72 |
|
| Bank of America Corporation (BAC) | 0.3 | $21M | +13% | 537k | 39.77 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.2 | $20M | 569k | 35.94 |
|
|
| Golden Entmt (GDEN) | 0.2 | $20M | 645k | 31.36 |
|
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.2 | $20M | NEW | 784k | 25.42 |
|
| Qualcomm (QCOM) | 0.2 | $19M | +54% | 97k | 199.18 |
|
| Servicenow (NOW) | 0.2 | $19M | -2% | 24k | 786.68 |
|
| Oracle Corporation (ORCL) | 0.2 | $18M | +11% | 130k | 141.20 |
|
| McDonald's Corporation (MCD) | 0.2 | $18M | +7% | 72k | 254.84 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $18M | +3% | 36k | 500.25 |
|
| Endeavor Group Hldgs Cl A Com (EDR) | 0.2 | $18M | 646k | 27.03 |
|
|
| Walker & Dunlop (WD) | 0.2 | $17M | -34% | 172k | 98.20 |
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| Abbott Laboratories (ABT) | 0.2 | $17M | +14% | 162k | 103.91 |
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| Chevron Corporation (CVX) | 0.2 | $16M | 105k | 156.42 |
|
|
| International Business Machines (IBM) | 0.2 | $16M | +10% | 95k | 172.95 |
|
| Sherwin-Williams Company (SHW) | 0.2 | $16M | 54k | 298.43 |
|
|
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.2 | $16M | -11% | 572k | 28.31 |
|
| Johnson Ctls Intl SHS (JCI) | 0.2 | $16M | -7% | 239k | 66.47 |
|
| United Parcel Service CL B (UPS) | 0.2 | $15M | +21% | 111k | 136.85 |
|
| BorgWarner (BWA) | 0.2 | $15M | -7% | 471k | 32.24 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $15M | 162k | 92.54 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $15M | 254k | 58.52 |
|
|
| Service Corporation International (SCI) | 0.2 | $15M | 208k | 71.13 |
|
|
| Tesla Motors (TSLA) | 0.2 | $15M | +8% | 74k | 197.88 |
|
| Johnson & Johnson (JNJ) | 0.2 | $14M | -4% | 95k | 146.16 |
|
| Iqvia Holdings (IQV) | 0.2 | $14M | +18% | 64k | 211.44 |
|
| American Axle & Manufact. Holdings (AXL) | 0.2 | $13M | 1.9M | 6.99 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $13M | -11% | 163k | 81.65 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.2 | $13M | -2% | 65k | 204.94 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $13M | -7% | 132k | 100.84 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.2 | $13M | -6% | 160k | 78.05 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $12M | +9% | 47k | 259.31 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $12M | 60k | 202.89 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $12M | 229k | 53.13 |
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| BlackRock (BLK) | 0.1 | $12M | +13% | 15k | 787.31 |
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| Norfolk Southern (NSC) | 0.1 | $12M | +19% | 56k | 214.69 |
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| TJX Companies (TJX) | 0.1 | $12M | +16% | 108k | 110.10 |
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| Progressive Corporation (PGR) | 0.1 | $12M | 56k | 207.71 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $12M | 294k | 39.27 |
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| UnitedHealth (UNH) | 0.1 | $11M | +7% | 22k | 509.25 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $11M | -5% | 347k | 32.24 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $11M | -4% | 94k | 118.78 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $11M | -40% | 90k | 123.80 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $11M | +4% | 103k | 104.55 |
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| Citigroup Com New (C) | 0.1 | $11M | -8% | 165k | 63.46 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $9.6M | 246k | 39.16 |
|
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $9.6M | 152k | 62.87 |
|
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| D.R. Horton (DHI) | 0.1 | $9.6M | +18% | 68k | 140.93 |
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| Abbvie (ABBV) | 0.1 | $9.5M | +2% | 55k | 171.52 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $9.4M | -9% | 199k | 47.45 |
|
| Eaton Corp SHS (ETN) | 0.1 | $9.4M | +10% | 30k | 313.55 |
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.1 | $9.3M | 175k | 53.24 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $9.2M | -14% | 115k | 80.13 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $9.1M | 75k | 121.87 |
|
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| Dimensional Etf Trust Intl High Profit (DIHP) | 0.1 | $8.8M | +10% | 335k | 26.32 |
|
| Advanced Micro Devices (AMD) | 0.1 | $8.6M | +7% | 53k | 162.21 |
|
| American Electric Power Company (AEP) | 0.1 | $8.5M | -11% | 97k | 87.74 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $8.4M | +457% | 325k | 25.87 |
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| Zscaler Incorporated (ZS) | 0.1 | $8.3M | +10% | 43k | 192.19 |
|
| Intuit (INTU) | 0.1 | $8.2M | +7% | 12k | 657.23 |
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| Netflix (NFLX) | 0.1 | $8.0M | +3% | 12k | 674.91 |
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| General Dynamics Corporation (GD) | 0.1 | $8.0M | +7% | 28k | 290.14 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $7.9M | -6% | 6.2k | 1277.61 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $7.6M | 580k | 13.18 |
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| Pfizer (PFE) | 0.1 | $7.6M | 271k | 27.98 |
|
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $7.4M | 43k | 173.81 |
|
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| Palantir Technologies Cl A (PLTR) | 0.1 | $7.4M | +26% | 293k | 25.33 |
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| Applied Materials (AMAT) | 0.1 | $7.0M | +9% | 30k | 235.99 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.1 | $7.0M | -4% | 67k | 103.73 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $6.9M | +5% | 16k | 441.16 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $6.9M | -5% | 136k | 50.74 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.1 | $6.9M | +17% | 311k | 22.10 |
|
| Coca-Cola Company (KO) | 0.1 | $6.7M | +5% | 106k | 63.66 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $6.7M | -8% | 59k | 112.63 |
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| Unilever Spon Adr New (UL) | 0.1 | $6.7M | -11% | 121k | 54.99 |
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| Gilead Sciences (GILD) | 0.1 | $6.6M | -7% | 97k | 68.61 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $6.5M | -6% | 238k | 27.44 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $6.3M | 46k | 138.20 |
|
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| Lowe's Companies (LOW) | 0.1 | $6.3M | +6% | 29k | 220.46 |
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| Starbucks Corporation (SBUX) | 0.1 | $6.3M | -7% | 81k | 77.85 |
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| Ge Aerospace Com New (GE) | 0.1 | $6.2M | +4% | 39k | 158.97 |
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| Realty Income (O) | 0.1 | $6.2M | -9% | 117k | 52.82 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $6.1M | +53% | 124k | 49.42 |
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| Corning Incorporated (GLW) | 0.1 | $6.0M | -12% | 155k | 38.85 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $6.0M | +44% | 31k | 194.53 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $6.0M | 102k | 58.64 |
|
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| Cisco Systems (CSCO) | 0.1 | $5.8M | -57% | 123k | 47.51 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $5.8M | +6% | 26k | 226.23 |
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| Westrock (WRK) | 0.1 | $5.8M | 115k | 50.26 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $5.7M | +5% | 47k | 120.98 |
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| NiSource (NI) | 0.1 | $5.6M | -11% | 193k | 28.81 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $5.6M | -12% | 75k | 74.08 |
|
| Walt Disney Company (DIS) | 0.1 | $5.6M | +6% | 56k | 99.29 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $5.5M | +36% | 15k | 364.51 |
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| Ishares Tr Short Treas Bd (SHV) | 0.1 | $5.4M | -9% | 49k | 110.50 |
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| Lam Research Corporation (LRCX) | 0.1 | $5.3M | +8% | 4.9k | 1064.75 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $5.2M | +3% | 11k | 468.74 |
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| Eastman Chemical Company (EMN) | 0.1 | $5.2M | -13% | 53k | 97.97 |
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| Tradeweb Mkts Cl A (TW) | 0.1 | $5.2M | +4% | 49k | 106.00 |
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| Tractor Supply Company (TSCO) | 0.1 | $5.1M | +3% | 19k | 270.00 |
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| Air Products & Chemicals (APD) | 0.1 | $5.1M | -6% | 20k | 258.05 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $5.0M | -13% | 189k | 26.56 |
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| Medtronic SHS (MDT) | 0.1 | $4.9M | -3% | 63k | 78.71 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $4.9M | NEW | 55k | 89.72 |
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| Globus Med Cl A (GMED) | 0.1 | $4.9M | 72k | 68.49 |
|
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| Cdw (CDW) | 0.1 | $4.9M | +5% | 22k | 223.85 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $4.9M | -8% | 11k | 467.12 |
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| Danaher Corporation (DHR) | 0.1 | $4.8M | +4% | 19k | 249.85 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $4.8M | 16k | 303.41 |
|
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| Linde SHS (LIN) | 0.1 | $4.8M | +4% | 11k | 438.81 |
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| Omni (OMC) | 0.1 | $4.7M | -12% | 53k | 89.70 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $4.7M | +5% | 18k | 266.01 |
|
| Micron Technology (MU) | 0.1 | $4.6M | +15% | 35k | 131.53 |
|
| Union Pacific Corporation (UNP) | 0.1 | $4.6M | +12% | 20k | 226.26 |
|
| Morgan Stanley Com New (MS) | 0.1 | $4.5M | +8% | 47k | 97.19 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $4.5M | +4% | 32k | 142.74 |
|
| Wec Energy Group (WEC) | 0.1 | $4.5M | -9% | 57k | 78.46 |
|
| ConocoPhillips (COP) | 0.1 | $4.4M | +2% | 39k | 114.38 |
|
| Wp Carey (WPC) | 0.1 | $4.4M | 80k | 55.05 |
|
|
| Onto Innovation (ONTO) | 0.1 | $4.3M | +2% | 20k | 219.56 |
|
| Keysight Technologies (KEYS) | 0.1 | $4.2M | +2% | 31k | 136.75 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $4.2M | -14% | 102k | 41.53 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $4.2M | +14% | 52k | 81.08 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $4.2M | -93% | 41k | 102.70 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $4.2M | -10% | 7.5k | 555.53 |
|
| Steris Shs Usd (STE) | 0.0 | $4.0M | +6% | 18k | 219.54 |
|
| L3harris Technologies (LHX) | 0.0 | $4.0M | +11% | 18k | 224.58 |
|
| Martin Marietta Materials (MLM) | 0.0 | $3.9M | +22% | 7.3k | 541.80 |
|
| Southern Company (SO) | 0.0 | $3.9M | +11% | 51k | 77.57 |
|
| Boeing Company (BA) | 0.0 | $3.8M | 21k | 182.01 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $3.8M | 22k | 174.47 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $3.8M | +16% | 64k | 59.39 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.0 | $3.8M | +11% | 141k | 26.90 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $3.8M | +3% | 34k | 112.82 |
|
| Stryker Corporation (SYK) | 0.0 | $3.8M | +31% | 11k | 340.25 |
|
| Textron (TXT) | 0.0 | $3.7M | +6% | 44k | 85.86 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $3.7M | -80% | 51k | 73.69 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $3.7M | 23k | 159.43 |
|
|
| McKesson Corporation (MCK) | 0.0 | $3.7M | +2% | 6.4k | 584.07 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $3.7M | 41k | 91.15 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $3.7M | +10% | 29k | 129.63 |
|
| Target Corporation (TGT) | 0.0 | $3.7M | +7% | 25k | 148.04 |
|
| Campbell Soup Company (CPB) | 0.0 | $3.7M | -12% | 81k | 45.19 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $3.6M | -9% | 47k | 77.76 |
|
| Uber Technologies (UBER) | 0.0 | $3.6M | 50k | 72.68 |
|
|
| Cameco Corporation (CCJ) | 0.0 | $3.6M | +2% | 74k | 49.20 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $3.6M | 88k | 41.11 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $3.5M | +10% | 13k | 282.38 |
|
| Masco Corporation (MAS) | 0.0 | $3.5M | +17% | 53k | 66.67 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $3.5M | -85% | 77k | 45.40 |
|
| Anthem (ELV) | 0.0 | $3.4M | +4% | 6.3k | 541.86 |
|
| CSX Corporation (CSX) | 0.0 | $3.4M | +8% | 101k | 33.45 |
|
| Ford Motor Company (F) | 0.0 | $3.4M | -18% | 268k | 12.54 |
|
| Spdr Index Shs Fds S&p Gblinf Etf (GII) | 0.0 | $3.3M | -5% | 61k | 54.65 |
|
| Dupont De Nemours (DD) | 0.0 | $3.3M | +236% | 41k | 80.49 |
|
| Nvent Electric SHS (NVT) | 0.0 | $3.3M | +3% | 43k | 76.61 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $3.3M | +6% | 7.3k | 444.82 |
|
| At&t (T) | 0.0 | $3.3M | -4% | 170k | 19.11 |
|
| Bwx Technologies (BWXT) | 0.0 | $3.3M | +5% | 34k | 95.00 |
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.0 | $3.2M | +6% | 130k | 24.63 |
|
| Philip Morris International (PM) | 0.0 | $3.2M | +17% | 32k | 101.38 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $3.1M | 3.1k | 1022.85 |
|
Past Filings by Sequoia Financial Advisors
SEC 13F filings are viewable for Sequoia Financial Advisors going back to 2013
- Sequoia Financial Advisors 2024 Q2 filed July 15, 2024
- Sequoia Financial Advisors 2024 Q1 filed April 30, 2024
- 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