Sequoia Financial Advisors

Sequoia Financial Advisors as of Sept. 30, 2014

Portfolio Holdings for Sequoia Financial Advisors

Sequoia Financial Advisors holds 162 positions in its portfolio as reported in the September 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Jp Morgan Alerian Mlp Index (AMJ) 9.2 $13M 251k 53.08
Ipath Dow Jones-aig Commodity (DJP) 5.3 $7.7M 223k 34.37
Schwab Strategic Tr cmn (SCHV) 4.6 $6.7M 156k 42.64
SPDR Dow Jones Global Real Estate (RWO) 3.9 $5.6M 127k 44.33
Apple (AAPL) 3.1 $4.5M 45k 100.76
SPDR Gold Trust (GLD) 2.6 $3.8M 33k 116.21
Parker-Hannifin Corporation (PH) 2.6 $3.8M 33k 114.15
Schwab U S Large Cap Growth ETF (SCHG) 2.5 $3.5M 72k 49.18
Microsoft Corporation (MSFT) 1.9 $2.7M 58k 46.37
Cisco Systems (CSCO) 1.8 $2.6M 103k 25.17
Huntington Bancshares Incorporated (HBAN) 1.7 $2.4M 251k 9.73
PowerShares Dynamic Lg. Cap Value 1.7 $2.4M 80k 30.45
Utilities SPDR (XLU) 1.6 $2.3M 55k 42.09
Verizon Communications (VZ) 1.5 $2.1M 42k 49.98
Wal-Mart Stores (WMT) 1.3 $1.9M 25k 76.46
Becton, Dickinson and (BDX) 1.3 $1.9M 16k 113.83
SPDR DJ Wilshire Small Cap Value (SLYV) 1.2 $1.8M 18k 102.30
Intel Corporation (INTC) 1.2 $1.7M 50k 34.82
Enterprise Products Partners (EPD) 1.2 $1.7M 43k 40.29
PNC Financial Services (PNC) 1.2 $1.7M 20k 85.56
General Electric Company 1.2 $1.7M 65k 25.62
BP (BP) 0.9 $1.3M 30k 43.94
iShares S&P 500 Index (IVV) 0.9 $1.3M 6.6k 198.28
EMC Corporation 0.9 $1.3M 44k 29.25
Covidien 0.9 $1.3M 15k 86.52
Exxon Mobil Corporation (XOM) 0.9 $1.3M 13k 94.04
J.M. Smucker Company (SJM) 0.9 $1.2M 13k 98.96
Gilead Sciences (GILD) 0.8 $1.2M 11k 106.42
Procter & Gamble Company (PG) 0.8 $1.2M 14k 83.77
Qualcomm (QCOM) 0.8 $1.1M 15k 74.78
Stone Energy Corporation 0.8 $1.1M 35k 31.36
Skyworks Solutions (SWKS) 0.7 $963k 17k 58.02
Vanguard FTSE All-World ex-US ETF (VEU) 0.7 $967k 20k 49.23
Bed Bath & Beyond 0.7 $943k 14k 65.82
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.7 $941k 8.0k 118.19
iShares S&P 500 Value Index (IVE) 0.6 $928k 10k 90.06
Nuveen Insured Municipal Opp. Fund 0.6 $923k 65k 14.25
iShares Russell 1000 Growth Index (IWF) 0.6 $899k 9.8k 91.65
Amgen (AMGN) 0.6 $856k 6.1k 140.42
F5 Networks (FFIV) 0.6 $856k 7.2k 118.76
International Business Machines (IBM) 0.6 $836k 4.4k 189.91
Magellan Midstream Partners 0.6 $833k 9.9k 84.17
Flexshares Tr iboxx 3r targt (TDTT) 0.6 $835k 34k 24.70
PowerShares QQQ Trust, Series 1 0.6 $826k 8.4k 98.80
ConocoPhillips (COP) 0.6 $811k 11k 76.54
iShares S&P 500 Growth Index (IVW) 0.6 $812k 7.6k 106.81
Energy Transfer Equity (ET) 0.5 $745k 12k 61.65
Vanguard Emerging Markets ETF (VWO) 0.5 $728k 18k 41.69
United Sts Commodity Index F (USCI) 0.5 $721k 13k 55.08
iShares Russell 1000 Value Index (IWD) 0.5 $687k 6.9k 100.13
United Community Financial 0.5 $692k 148k 4.68
iShares S&P MidCap 400 Index (IJH) 0.5 $691k 5.1k 136.70
SPDR S&P Dividend (SDY) 0.5 $687k 9.2k 74.98
JPMorgan Chase & Co. (JPM) 0.5 $673k 11k 60.20
PPG Industries (PPG) 0.5 $678k 3.4k 196.64
Kinder Morgan Energy Partners 0.5 $664k 7.1k 93.27
Vodafone Group New Adr F (VOD) 0.5 $657k 20k 32.87
Johnson & Johnson (JNJ) 0.5 $649k 6.1k 106.57
Merck & Co (MRK) 0.5 $654k 11k 59.27
Pfizer (PFE) 0.4 $602k 20k 29.56
Sunoco Logistics Partners 0.4 $588k 12k 48.29
Pepsi (PEP) 0.4 $581k 6.2k 93.05
Starbucks Corporation (SBUX) 0.4 $556k 7.4k 75.47
MarkWest Energy Partners 0.4 $565k 7.4k 76.78
Nuveen Muni Value Fund (NUV) 0.4 $543k 58k 9.41
Two Harbors Investment 0.4 $537k 56k 9.67
Spdr S&p 500 Etf (SPY) 0.4 $540k 2.7k 197.08
At&t (T) 0.4 $538k 15k 35.23
iShares MSCI EAFE Index Fund (EFA) 0.4 $518k 8.1k 64.12
iShares S&P SmallCap 600 Index (IJR) 0.3 $501k 4.8k 104.24
Powershares Senior Loan Portfo mf 0.3 $481k 20k 24.29
Taiwan Semiconductor Mfg (TSM) 0.3 $467k 23k 20.19
First Financial Ban (FFBC) 0.3 $461k 29k 15.82
Williams Companies (WMB) 0.3 $460k 8.3k 55.32
Schlumberger (SLB) 0.3 $447k 4.4k 101.64
Dcp Midstream Partners 0.3 $442k 8.1k 54.43
Genesis Energy (GEL) 0.3 $448k 8.5k 52.66
Tesoro Logistics Lp us equity 0.3 $444k 6.3k 70.81
Ishares Tr fltg rate nt (FLOT) 0.3 $449k 8.8k 50.84
Eqt Midstream Partners 0.3 $440k 4.9k 89.70
Facebook Inc cl a (META) 0.3 $427k 5.4k 79.03
Vanguard European ETF (VGK) 0.3 $411k 7.4k 55.19
Mplx (MPLX) 0.3 $411k 7.0k 58.98
Encana Corp 0.3 $405k 19k 21.20
iShares Lehman Aggregate Bond (AGG) 0.3 $410k 3.8k 109.13
iShares iBoxx $ High Yid Corp Bond (HYG) 0.3 $404k 4.4k 91.88
WESTERN GAS EQUITY Partners 0.3 $408k 6.7k 61.00
Harley-Davidson (HOG) 0.3 $393k 6.8k 58.14
Vanguard Small-Cap Growth ETF (VBK) 0.3 $393k 3.3k 120.29
iShares Morningstar Large Growth (ILCG) 0.3 $396k 3.6k 108.94
Powershares Etf Tr Ii s^p500 low vol 0.3 $385k 11k 34.96
Google Inc Class C 0.3 $383k 663.00 577.68
Vanguard Small-Cap Value ETF (VBR) 0.3 $375k 3.8k 99.81
Banner Corp (BANR) 0.3 $379k 9.8k 38.50
Wpp Plc- (WPP) 0.3 $372k 3.7k 100.32
Valero Energy Partners 0.3 $373k 8.4k 44.64
Chevron Corporation (CVX) 0.2 $365k 3.1k 119.40
Buckeye Partners 0.2 $359k 4.5k 79.57
Plains All American Pipeline (PAA) 0.2 $359k 6.1k 58.93
SPDR Dow Jones Industrial Average ETF (DIA) 0.2 $365k 2.1k 170.08
Targa Res Corp (TRGP) 0.2 $355k 2.6k 136.07
Flexshares Tr mornstar upstr (GUNR) 0.2 $355k 10k 34.39
Plains Gp Hldgs L P shs a rep ltpn 0.2 $367k 12k 30.67
Google 0.2 $347k 589.00 589.13
Sap (SAP) 0.2 $338k 4.7k 72.07
Banco Itau Holding Financeira (ITUB) 0.2 $333k 24k 13.88
Dow Chemical Company 0.2 $320k 6.1k 52.48
Ford Motor Company (F) 0.2 $318k 22k 14.77
Financial Select Sector SPDR (XLF) 0.2 $311k 13k 23.18
Canadian Natl Ry (CNI) 0.2 $297k 4.2k 70.88
Energy Select Sector SPDR (XLE) 0.2 $303k 3.3k 90.72
Cepheid 0.2 $307k 7.0k 43.96
Rydex S&P MidCap 400 Pure Growth ETF 0.2 $297k 2.4k 122.27
Proshares Tr Ii Ultrashort Ye etf (YCS) 0.2 $306k 4.0k 75.67
Wells Fargo & Company (WFC) 0.2 $284k 5.5k 51.93
Linear Technology Corporation 0.2 $284k 6.4k 44.39
Amazon (AMZN) 0.2 $282k 874.00 322.65
Citigroup (C) 0.2 $288k 5.6k 51.77
ICICI Bank (IBN) 0.2 $275k 5.6k 49.10
Potash Corp. Of Saskatchewan I 0.2 $272k 7.9k 34.53
Stericycle (SRCL) 0.2 $270k 2.3k 116.58
iShares Russell 1000 Index (IWB) 0.2 $272k 2.5k 109.94
Walt Disney Company (DIS) 0.2 $265k 3.0k 88.93
Bristol Myers Squibb (BMY) 0.2 $263k 5.1k 51.15
Imperial Oil (IMO) 0.2 $261k 5.5k 47.21
Novo Nordisk A/S (NVO) 0.2 $254k 5.3k 47.66
iShares Dow Jones Transport. Avg. (IYT) 0.2 $265k 1.8k 150.74
Vanguard Value ETF (VTV) 0.2 $266k 3.3k 81.20
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.2 $259k 2.1k 121.20
Phillips 66 (PSX) 0.2 $260k 3.2k 81.28
Ecolab (ECL) 0.2 $249k 2.2k 114.64
Praxair 0.2 $241k 1.9k 129.08
ARM Holdings 0.2 $241k 5.5k 43.60
iShares Barclays TIPS Bond Fund (TIP) 0.2 $244k 2.2k 112.18
iShares Barclays 10-20 Yr Tresry Bd (TLH) 0.2 $238k 1.8k 130.55
Retail Properties Of America 0.2 $251k 17k 14.63
McDonald's Corporation (MCD) 0.2 $229k 2.4k 94.67
Bunge 0.2 $230k 2.7k 84.22
LKQ Corporation (LKQ) 0.2 $232k 8.7k 26.63
Boeing Company (BA) 0.2 $234k 1.8k 127.38
CVS Caremark Corporation (CVS) 0.2 $226k 2.8k 79.72
Occidental Petroleum Corporation (OXY) 0.2 $233k 2.4k 96.04
Mednax (MD) 0.2 $233k 4.3k 54.78
SPDR DJ International Real Estate ETF (RWX) 0.2 $232k 5.6k 41.35
Express Scripts Holding 0.2 $229k 3.2k 70.68
Home Depot (HD) 0.1 $216k 2.4k 91.91
Capital One Financial (COF) 0.1 $219k 2.7k 81.75
eBay (EBAY) 0.1 $215k 3.8k 56.50
Banco Bilbao Vizcaya Argentaria SA (BBVA) 0.1 $216k 18k 12.00
athenahealth 0.1 $214k 1.6k 131.85
Technology SPDR (XLK) 0.1 $211k 5.3k 39.87
iShares Cohen & Steers Realty Maj. (ICF) 0.1 $223k 2.6k 84.60
Coca-Cola Company (KO) 0.1 $204k 4.8k 42.72
Fiserv (FI) 0.1 $207k 3.2k 64.59
Chemed Corp Com Stk (CHE) 0.1 $200k 1.9k 102.72
Healthcare Services (HCSG) 0.1 $202k 7.1k 28.54
iShares S&P US Pref Stock Idx Fnd (PFF) 0.1 $209k 5.3k 39.49
Market Vectors High Yield Muni. Ind 0.1 $205k 6.7k 30.75
New York Reit 0.1 $147k 14k 10.29
Sirius Xm Holdings (SIRI) 0.0 $50k 14k 3.50
Alliance One International 0.0 $27k 14k 1.95
Enserv 0.0 $36k 10k 3.60