Sequoia Financial Advisors

Sequoia Financial Advisors as of March 31, 2015

Portfolio Holdings for Sequoia Financial Advisors

Sequoia Financial Advisors holds 182 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR Dow Jones Global Real Estate (RWO) 12.9 $28M 569k 49.69
Jp Morgan Alerian Mlp Index (AMJ) 6.1 $13M 313k 42.80
Schwab Strategic Tr cmn (SCHV) 3.6 $7.8M 180k 43.27
iShares MSCI EAFE Value Index (EFV) 3.5 $7.6M 144k 53.28
iShares Russell 1000 Value Index (IWD) 3.2 $7.1M 69k 103.07
Schwab Strategic Tr us aggregate b (SCHZ) 2.7 $5.9M 112k 52.91
Apple (AAPL) 2.5 $5.5M 44k 124.42
Rydex S&P 500 Pure Growth ETF 2.1 $4.6M 55k 83.09
IQ Hedge Multi-Strategy Tracker (QAI) 1.8 $3.8M 128k 29.94
PowerShares Dynamic Lg. Cap Value 1.7 $3.7M 122k 30.81
Sch Fnd Intl Lg Etf (FNDF) 1.7 $3.7M 138k 26.60
SPDR Gold Trust (GLD) 1.6 $3.4M 30k 113.66
Schwab International Equity ETF (SCHF) 1.6 $3.4M 113k 30.23
Schwab Emerging Markets Equity ETF (SCHE) 1.5 $3.3M 137k 24.36
SPDR FTSE/Macquarie Global Infra (GII) 1.5 $3.3M 68k 48.58
Cisco Systems (CSCO) 1.4 $3.0M 110k 27.53
Humana (HUM) 1.3 $2.8M 16k 178.01
Becton, Dickinson and (BDX) 1.3 $2.8M 19k 143.57
Huntington Bancshares Incorporated (HBAN) 1.2 $2.7M 246k 11.05
Accenture (ACN) 1.1 $2.4M 26k 93.70
Gilead Sciences (GILD) 1.1 $2.4M 25k 98.14
Ipath Dow Jones-aig Commodity (DJP) 1.1 $2.3M 84k 27.73
Wal-Mart Stores (WMT) 1.0 $2.2M 27k 82.24
PNC Financial Services (PNC) 1.0 $2.1M 23k 93.25
Parker-Hannifin Corporation (PH) 0.9 $2.1M 17k 118.75
Qualcomm (QCOM) 0.9 $2.0M 29k 69.33
Eaton (ETN) 0.8 $1.8M 26k 67.95
iShares S&P 500 Index (IVV) 0.7 $1.4M 6.8k 207.85
Microsoft Corporation (MSFT) 0.6 $1.4M 34k 40.65
Procter & Gamble Company (PG) 0.6 $1.4M 17k 81.97
PowerShares Hgh Yield Corporate Bnd 0.6 $1.4M 72k 18.98
Dow Chemical Company 0.6 $1.3M 28k 47.99
Spdr S&p 500 Etf (SPY) 0.6 $1.3M 6.4k 206.44
General Electric Company 0.6 $1.3M 53k 24.81
Honeywell International (HON) 0.6 $1.3M 13k 104.28
Utilities SPDR (XLU) 0.6 $1.3M 29k 44.42
Amdocs Ltd ord (DOX) 0.6 $1.3M 23k 54.41
Nuveen Insured Municipal Opp. Fund 0.6 $1.3M 86k 14.68
Vanguard FTSE All-World ex-US ETF (VEU) 0.6 $1.2M 25k 48.72
Alaska Air (ALK) 0.6 $1.2M 18k 66.19
Schwab Strategic Tr us lrg cap etf (SCHX) 0.6 $1.2M 24k 49.56
J.M. Smucker Company (SJM) 0.5 $1.2M 10k 115.78
Schwab U S Small Cap ETF (SCHA) 0.5 $1.2M 21k 57.58
Enterprise Products Partners (EPD) 0.5 $1.2M 35k 32.94
Cardinal Health (CAH) 0.5 $1.1M 13k 90.25
Exxon Mobil Corporation (XOM) 0.5 $1.1M 13k 85.01
Schwab U S Large Cap Growth ETF (SCHG) 0.5 $1.1M 21k 53.89
Tyson Foods (TSN) 0.5 $1.1M 28k 38.29
Johnson & Johnson (JNJ) 0.5 $1.0M 10k 100.60
PowerShares QQQ Trust, Series 1 0.5 $997k 9.4k 105.55
United Parcel Service (UPS) 0.5 $981k 10k 96.92
Vanguard Emerging Markets ETF (VWO) 0.5 $980k 24k 40.87
iShares Russell 1000 Growth Index (IWF) 0.4 $970k 9.8k 98.89
iShares S&P 500 Value Index (IVE) 0.4 $956k 10k 92.52
Rydex S&P Equal Weight ETF 0.4 $933k 12k 81.04
Nuveen Muni Value Fund (NUV) 0.4 $944k 95k 9.90
Powershares Etf Tr Ii s^p500 low vol 0.4 $944k 25k 37.94
Pepsi (PEP) 0.4 $923k 9.7k 95.59
Scripps Networks Interactive 0.4 $910k 13k 68.58
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.4 $915k 7.5k 121.66
Amgen (AMGN) 0.4 $883k 5.5k 159.91
iShares S&P 500 Growth Index (IVW) 0.4 $825k 7.2k 113.97
ConocoPhillips (COP) 0.4 $818k 13k 62.25
United Community Financial 0.4 $817k 150k 5.46
International Business Machines (IBM) 0.4 $792k 4.9k 160.55
Merck & Co (MRK) 0.4 $791k 14k 57.47
Starbucks Corporation (SBUX) 0.3 $771k 8.1k 94.69
Flexshares Tr iboxx 3r targt (TDTT) 0.3 $757k 31k 24.38
Vanguard Europe Pacific ETF (VEA) 0.3 $733k 18k 39.81
SPDR S&P Dividend (SDY) 0.3 $717k 9.2k 78.19
PowerShares Emerging Markets Sovere 0.3 $718k 25k 28.40
Two Harbors Investment 0.3 $690k 65k 10.61
iShares S&P MidCap 400 Index (IJH) 0.3 $703k 4.6k 152.07
PowerShares DWA Devld Markt Tech 0.3 $702k 28k 24.88
Spdr Series Trust equity (IBND) 0.3 $705k 23k 31.08
Berkshire Hathaway (BRK.B) 0.3 $673k 4.7k 144.42
Pfizer (PFE) 0.3 $675k 19k 34.79
At&t (T) 0.3 $684k 21k 32.64
Kinder Morgan (KMI) 0.3 $663k 16k 42.03
JPMorgan Chase & Co. (JPM) 0.3 $628k 10k 60.62
SPDR DJ Wilshire Small Cap Value (SLYV) 0.3 $607k 5.7k 107.04
Vodafone Group New Adr F (VOD) 0.3 $606k 19k 32.67
Taiwan Semiconductor Mfg (TSM) 0.3 $585k 25k 23.49
iShares MSCI EAFE Index Fund (EFA) 0.3 $565k 8.8k 64.15
Chevron Corporation (CVX) 0.2 $540k 5.1k 105.00
iShares S&P SmallCap 600 Index (IJR) 0.2 $545k 4.6k 118.02
Stone Energy Corporation 0.2 $520k 35k 14.69
Powershares Senior Loan Portfo mf 0.2 $525k 22k 24.11
First Financial Ban (FFBC) 0.2 $508k 29k 17.81
Wells Fargo & Company (WFC) 0.2 $492k 9.0k 54.44
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.2 $505k 4.6k 110.53
Proshares Tr Ii Ultrashort Ye etf (YCS) 0.2 $513k 5.8k 88.94
SPDR Barclays Capital Intl Tresy Bd ETF (BWX) 0.2 $454k 8.5k 53.12
Banner Corp (BANR) 0.2 $452k 9.8k 45.91
PPG Industries (PPG) 0.2 $440k 2.0k 225.53
Intel Corporation (INTC) 0.2 $447k 14k 31.27
iShares S&P US Pref Stock Idx Fnd (PFF) 0.2 $435k 11k 40.14
Ishares Tr fltg rate nt (FLOT) 0.2 $442k 8.7k 50.62
Google Inc Class C 0.2 $433k 791.00 547.41
Vanguard Small-Cap Value ETF (VBR) 0.2 $420k 3.8k 109.29
BP (BP) 0.2 $393k 10k 39.08
Potash Corp. Of Saskatchewan I 0.2 $384k 12k 32.24
Ford Motor Company (F) 0.2 $395k 25k 16.12
Amazon (AMZN) 0.2 $394k 1.1k 371.70
iShares iBoxx $ High Yid Corp Bond (HYG) 0.2 $391k 4.3k 90.51
Express Scripts Holding 0.2 $384k 4.4k 86.68
Wpp Plc- (WPP) 0.2 $397k 3.5k 113.72
Boeing Company (BA) 0.2 $376k 2.5k 150.10
Google 0.2 $361k 651.00 554.53
iShares Morningstar Large Growth (ILCG) 0.2 $376k 3.2k 118.28
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 0.2 $366k 12k 30.75
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.2 $375k 3.8k 99.23
Facebook Inc cl a (META) 0.2 $376k 4.6k 82.28
Schlumberger (SLB) 0.2 $347k 4.2k 83.37
Magellan Midstream Partners 0.2 $359k 4.7k 76.68
SPDR Dow Jones Industrial Average ETF (DIA) 0.2 $357k 2.0k 177.79
Coca-Cola Company (KO) 0.1 $318k 7.9k 40.51
Bristol Myers Squibb (BMY) 0.1 $327k 5.1k 64.50
Sap (SAP) 0.1 $323k 4.5k 72.26
Energy Select Sector SPDR (XLE) 0.1 $324k 4.2k 77.46
Financial Select Sector SPDR (XLF) 0.1 $333k 14k 24.11
Vanguard Value ETF (VTV) 0.1 $337k 4.0k 83.73
Phillips 66 (PSX) 0.1 $335k 4.3k 78.53
ICICI Bank (IBN) 0.1 $300k 29k 10.37
U.S. Bancorp (USB) 0.1 $313k 7.2k 43.61
Verizon Communications (VZ) 0.1 $304k 6.3k 48.59
Buckeye Partners 0.1 $308k 4.1k 75.62
Oracle Corporation (ORCL) 0.1 $308k 7.1k 43.18
Energy Transfer Equity (ET) 0.1 $300k 4.7k 63.30
Retail Properties Of America 0.1 $302k 19k 16.01
Duke Energy (DUK) 0.1 $315k 4.1k 76.72
Walt Disney Company (DIS) 0.1 $291k 2.8k 104.79
eBay (EBAY) 0.1 $292k 5.1k 57.59
Nextera Energy (NEE) 0.1 $289k 2.8k 104.03
Novo Nordisk A/S (NVO) 0.1 $290k 5.4k 53.42
iShares Russell 1000 Index (IWB) 0.1 $290k 2.5k 115.86
Northwest Bancshares (NWBI) 0.1 $289k 24k 11.87
iShares Dow Jones Transport. Avg. (IYT) 0.1 $275k 1.8k 156.43
Vanguard Small-Cap Growth ETF (VBK) 0.1 $282k 2.1k 131.71
Flexshares Tr mornstar upstr (GUNR) 0.1 $292k 9.8k 29.79
Canadian Natl Ry (CNI) 0.1 $262k 3.9k 66.79
CVS Caremark Corporation (CVS) 0.1 $272k 2.6k 103.34
United Technologies Corporation 0.1 $263k 2.2k 117.25
Stericycle (SRCL) 0.1 $268k 1.9k 140.53
EMC Corporation 0.1 $261k 10k 25.58
Baidu (BIDU) 0.1 $262k 1.3k 208.10
Plains All American Pipeline (PAA) 0.1 $259k 5.3k 48.72
ARM Holdings 0.1 $268k 5.4k 49.29
iShares Lehman Aggregate Bond (AGG) 0.1 $255k 2.3k 111.60
iShares Cohen & Steers Realty Maj. (ICF) 0.1 $267k 2.6k 101.29
Proshares Tr pshs sh msci emr (EUM) 0.1 $261k 10k 25.46
3M Company (MMM) 0.1 $245k 1.5k 164.76
Nike (NKE) 0.1 $236k 2.4k 100.25
Clorox Company (CLX) 0.1 $251k 2.3k 110.57
Healthcare Services (HCSG) 0.1 $234k 7.3k 32.07
Vanguard Small-Cap ETF (VB) 0.1 $251k 2.1k 122.38
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.1 $231k 1.9k 123.93
Ecolab (ECL) 0.1 $212k 1.9k 114.47
Home Depot (HD) 0.1 $213k 1.9k 113.72
Abbott Laboratories (ABT) 0.1 $217k 4.7k 46.26
Bunge 0.1 $213k 2.6k 82.37
Capital One Financial (COF) 0.1 $222k 2.8k 78.72
Imperial Oil (IMO) 0.1 $212k 5.3k 39.96
Anheuser-Busch InBev NV (BUD) 0.1 $212k 1.7k 121.77
Technology SPDR (XLK) 0.1 $211k 5.1k 41.44
Vanguard Total Stock Market ETF (VTI) 0.1 $223k 2.1k 107.31
Vanguard REIT ETF (VNQ) 0.1 $213k 2.5k 84.22
SPDR DJ International Real Estate ETF (RWX) 0.1 $222k 5.1k 43.33
Citigroup (C) 0.1 $224k 4.4k 51.41
McDonald's Corporation (MCD) 0.1 $202k 2.1k 97.21
FirstEnergy (FE) 0.1 $206k 5.9k 35.12
Lancaster Colony (LANC) 0.1 $206k 2.2k 95.24
Lockheed Martin Corporation (LMT) 0.1 $201k 990.00 203.03
Banco Itau Holding Financeira (ITUB) 0.1 $187k 17k 11.08
Cepheid 0.1 $202k 3.5k 56.92
Vanguard High Dividend Yield ETF (VYM) 0.1 $207k 3.0k 68.36
Ishares Inc core msci emkt (IEMG) 0.1 $202k 4.2k 48.33
Banco Bilbao Vizcaya Argentaria SA (BBVA) 0.1 $175k 17k 10.03
New York Reit 0.1 $144k 14k 10.44
Sirius Xm Holdings (SIRI) 0.0 $55k 14k 3.85
Alliance One International 0.0 $34k 31k 1.10
Enserv 0.0 $18k 10k 1.80