Sequoia Wealth Management
Latest statistics and disclosures from Sequoia Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GSLC, VTI, IWM, HDV, SPHD, and represent 47.27% of Sequoia Wealth Management's stock portfolio.
- Added to shares of these 1 stock: BOND.
- Reduced shares in these 10 stocks: VTI (-$7.7M), IVV, Fs Investment Corporation, IWM, GSLC, IJH, DGRW, QQQ, IUSG, VUG.
- Sold out of its positions in Fs Investment Corporation, FHLC, Fireeye, FXO, FEMS, FPE, Gw Pharmaceuticals Plc ads, QQQ, IVV, AGG.
- Sequoia Wealth Management was a net seller of stock by $-38M.
- Sequoia Wealth Management has $13M in assets under management (AUM), dropping by -73.63%.
- Central Index Key (CIK): 0001730811
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Portfolio Holdings for Sequoia Wealth Management
Sequoia Wealth Management holds 19 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Goldman Sachs Etf Tr (GSLC) | 15.5 | $2.0M | -43% | 31k | 64.66 |
|
| Vanguard Total Stock Market ETF (VTI) | 9.0 | $1.2M | -86% | 7.1k | 163.55 |
|
| iShares Russell 2000 Index (IWM) | 7.7 | $991k | -65% | 6.0k | 165.64 |
|
| Ishares High Dividend Equity F (HDV) | 7.6 | $981k | 10k | 98.10 |
|
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| Invesco S&p 500 High Div, Low V equities (SPHD) | 7.5 | $967k | -23% | 22k | 44.01 |
|
| First Tr Exchange Traded Fd nasdaq cea cyb (CIBR) | 7.3 | $949k | -42% | 32k | 30.03 |
|
| wisdomtreetrusdivd.. (DGRW) | 6.4 | $826k | -57% | 17k | 48.45 |
|
| iShares Dow Jones US Aerospace & Def.ETF (ITA) | 5.9 | $760k | -7% | 3.4k | 222.03 |
|
| First Trust Cloud Computing Et (SKYY) | 5.7 | $735k | -31% | 12k | 60.34 |
|
| Fidelity msci info tech i (FTEC) | 4.5 | $580k | 8.0k | 72.45 |
|
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| iShares Dow Jones US Technology (IYW) | 4.3 | $554k | 2.4k | 232.77 |
|
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| First Trust Amex Biotech Index Fnd (FBT) | 3.1 | $396k | -51% | 2.7k | 148.76 |
|
| iShares S&P NA Tech. Sec. Idx (IGM) | 3.1 | $395k | -43% | 1.6k | 242.03 |
|
| Pimco Total Return Etf totl (BOND) | 2.8 | $367k | +83% | 3.4k | 107.85 |
|
| iShares Dow Jones US Financial (IYF) | 2.3 | $293k | -33% | 2.1k | 137.69 |
|
| iShares Dow Jones US Healthcare (IYH) | 2.0 | $259k | 1.2k | 215.83 |
|
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| EXACT Sciences Corporation (EXAS) | 1.9 | $245k | 2.7k | 92.45 |
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| iShares S&P SmallCap 600 Index (IJR) | 1.7 | $225k | -73% | 2.7k | 83.74 |
|
| iShares Russell 1000 Index (IWB) | 1.7 | $222k | -62% | 1.2k | 178.17 |
|
Past Filings by Sequoia Wealth Management
SEC 13F filings are viewable for Sequoia Wealth Management going back to 2017
- Sequoia Wealth Management 2019 Q4 filed Jan. 14, 2020
- Sequoia Wealth Management 2019 Q3 filed Oct. 30, 2019
- Sequoia Wealth Management 2019 Q2 filed Aug. 6, 2019
- Sequoia Wealth Management 2019 Q1 filed May 15, 2019
- Sequoia Wealth Management 2018 Q4 filed Jan. 22, 2019
- Sequoia Wealth Management 2018 Q3 filed Nov. 27, 2018
- Sequoia Wealth Management 2018 Q2 filed Aug. 10, 2018
- Sequoia Wealth Management 2018 Q1 filed May 8, 2018
- Sequoia Wealth Management 2017 Q4 filed Feb. 9, 2018