Sequoia Financial Advisors

Sequoia Financial Advisors as of Dec. 31, 2015

Portfolio Holdings for Sequoia Financial Advisors

Sequoia Financial Advisors holds 161 positions in its portfolio as reported in the December 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Jp Morgan Alerian Mlp Index (AMJ) 8.2 $12M 257k 45.95
SPDR Dow Jones Global Real Estate (RWO) 6.5 $9.5M 199k 47.73
Ipath Dow Jones-aig Commodity (DJP) 5.3 $7.7M 256k 29.91
Schwab Strategic Tr cmn (SCHV) 4.7 $6.9M 155k 44.10
Apple (AAPL) 3.3 $4.7M 43k 110.38
Schwab U S Large Cap Growth ETF (SCHG) 2.5 $3.6M 70k 51.79
SPDR Gold Trust (GLD) 2.4 $3.4M 30k 113.58
Qualcomm (QCOM) 2.2 $3.1M 42k 74.34
Microsoft Corporation (MSFT) 2.0 $2.8M 61k 46.46
PowerShares Dynamic Lg. Cap Value 1.9 $2.8M 88k 31.27
Huntington Bancshares Incorporated (HBAN) 1.8 $2.6M 251k 10.52
Becton, Dickinson and (BDX) 1.7 $2.5M 18k 139.17
Parker-Hannifin Corporation (PH) 1.5 $2.2M 17k 128.94
Wal-Mart Stores (WMT) 1.5 $2.2M 26k 85.89
Humana (HUM) 1.5 $2.2M 15k 143.65
PNC Financial Services (PNC) 1.4 $2.0M 22k 91.23
SPDR DJ Wilshire Small Cap Value (SLYV) 1.4 $2.0M 19k 105.75
Cisco Systems (CSCO) 1.3 $1.9M 68k 27.82
J.M. Smucker Company (SJM) 1.2 $1.8M 18k 101.01
Eaton (ETN) 1.2 $1.8M 26k 67.95
Utilities SPDR (XLU) 1.0 $1.4M 31k 47.22
iShares S&P 500 Index (IVV) 1.0 $1.4M 6.7k 206.91
Procter & Gamble Company (PG) 0.9 $1.4M 15k 91.08
Bed Bath & Beyond 0.9 $1.3M 17k 76.15
Dow Chemical Company 0.8 $1.2M 27k 45.63
Exxon Mobil Corporation (XOM) 0.8 $1.2M 13k 92.45
Accenture (ACN) 0.8 $1.2M 13k 89.29
Enterprise Products Partners (EPD) 0.8 $1.1M 32k 36.10
Gilead Sciences (GILD) 0.8 $1.1M 12k 94.25
Vanguard FTSE All-World ex-US ETF (VEU) 0.8 $1.1M 24k 46.87
Nuveen Insured Municipal Opp. Fund 0.8 $1.1M 75k 14.67
Spdr S&p 500 Etf (SPY) 0.8 $1.1M 5.3k 205.57
Amdocs Ltd ord (DOX) 0.7 $1.0M 22k 46.65
General Electric Company 0.7 $1.0M 40k 25.26
PowerShares QQQ Trust, Series 1 0.7 $997k 9.7k 103.26
Scripps Networks Interactive 0.7 $993k 13k 75.29
iShares Russell 1000 Growth Index (IWF) 0.7 $938k 9.8k 95.63
iShares S&P 500 Value Index (IVE) 0.7 $937k 10k 93.79
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.6 $907k 7.6k 119.44
Amgen (AMGN) 0.6 $902k 5.7k 159.34
United Community Financial 0.6 $797k 149k 5.37
ConocoPhillips (COP) 0.5 $765k 11k 69.04
iShares S&P 500 Growth Index (IVW) 0.5 $771k 6.9k 111.61
Flexshares Tr iboxx 3r targt (TDTT) 0.5 $768k 32k 24.28
Vanguard Emerging Markets ETF (VWO) 0.5 $737k 18k 40.02
Nuveen Muni Value Fund (NUV) 0.5 $737k 76k 9.65
SPDR S&P Dividend (SDY) 0.5 $723k 9.2k 78.85
International Business Machines (IBM) 0.5 $708k 4.4k 160.44
iShares Russell 1000 Value Index (IWD) 0.5 $706k 6.8k 104.45
Berkshire Hathaway (BRK.B) 0.5 $689k 4.6k 150.08
Johnson & Johnson (JNJ) 0.5 $686k 6.6k 104.57
Pepsi (PEP) 0.5 $686k 7.3k 94.50
iShares S&P MidCap 400 Index (IJH) 0.5 $679k 4.7k 144.84
Kinder Morgan (KMI) 0.5 $660k 16k 42.33
Taiwan Semiconductor Mfg (TSM) 0.5 $658k 29k 22.39
United Sts Commodity Index F (USCI) 0.5 $645k 13k 48.26
Vodafone Group New Adr F (VOD) 0.5 $657k 19k 34.20
Two Harbors Investment 0.4 $631k 63k 10.01
Starbucks Corporation (SBUX) 0.4 $641k 7.8k 82.03
Pfizer (PFE) 0.4 $627k 20k 31.14
Merck & Co (MRK) 0.4 $617k 11k 56.83
Stone Energy Corporation 0.4 $597k 35k 16.86
JPMorgan Chase & Co. (JPM) 0.4 $566k 9.0k 62.56
Intel Corporation (INTC) 0.4 $532k 15k 36.26
iShares S&P SmallCap 600 Index (IJR) 0.4 $538k 4.7k 114.01
First Financial Ban (FFBC) 0.4 $524k 28k 18.60
Rydex S&P Equal Weight ETF 0.4 $516k 6.5k 80.00
At&t (T) 0.3 $508k 15k 33.59
Powershares Etf Tr Ii s^p500 low vol 0.3 $506k 13k 37.99
PPG Industries (PPG) 0.3 $486k 2.1k 231.32
iShares MSCI EAFE Index Fund (EFA) 0.3 $492k 8.1k 60.90
Ishares Tr fltg rate nt (FLOT) 0.3 $441k 8.7k 50.50
Proshares Tr Ii Ultrashort Ye etf (YCS) 0.3 $427k 4.8k 89.35
Banner Corp (BANR) 0.3 $424k 9.8k 43.07
Wpp Plc- (WPP) 0.3 $423k 4.1k 104.16
Magellan Midstream Partners 0.3 $403k 4.9k 82.57
BP (BP) 0.3 $388k 10k 38.15
Wells Fargo & Company (WFC) 0.3 $392k 7.2k 54.83
Vanguard Small-Cap Value ETF (VBR) 0.3 $397k 3.8k 105.67
iShares iBoxx $ High Yid Corp Bond (HYG) 0.3 $387k 4.3k 89.69
iShares S&P US Pref Stock Idx Fnd (PFF) 0.3 $384k 9.7k 39.40
Powershares Senior Loan Portfo mf 0.3 $392k 16k 24.05
ICICI Bank (IBN) 0.3 $377k 33k 11.55
Schlumberger (SLB) 0.3 $374k 4.4k 85.43
Cepheid 0.3 $378k 7.0k 54.13
Express Scripts Holding 0.3 $370k 4.4k 84.63
Sap (SAP) 0.2 $358k 5.1k 69.69
SPDR Dow Jones Industrial Average ETF (DIA) 0.2 $355k 2.0k 177.77
iShares Morningstar Large Growth (ILCG) 0.2 $367k 3.2k 113.10
Chevron Corporation (CVX) 0.2 $342k 3.1k 112.13
Ford Motor Company (F) 0.2 $346k 22k 15.48
Amazon (AMZN) 0.2 $348k 1.1k 310.44
iShares Lehman Aggregate Bond (AGG) 0.2 $344k 3.1k 110.19
Financial Select Sector SPDR (XLF) 0.2 $341k 14k 24.77
Alphabet Inc Class C cs (GOOG) 0.2 $349k 663.00 526.40
Vanguard Small-Cap Growth ETF (VBK) 0.2 $339k 2.7k 125.98
Facebook Inc cl a (META) 0.2 $339k 4.3k 77.98
Canadian Natl Ry (CNI) 0.2 $314k 4.6k 68.95
EMC Corporation 0.2 $313k 11k 29.78
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 0.2 $317k 10k 30.55
Boeing Company (BA) 0.2 $304k 2.3k 129.97
Stericycle (SRCL) 0.2 $304k 2.3k 131.26
Buckeye Partners 0.2 $309k 4.1k 75.57
Energy Transfer Equity (ET) 0.2 $303k 5.3k 57.42
Citigroup (C) 0.2 $299k 5.5k 54.15
Flexshares Tr mornstar upstr (GUNR) 0.2 $306k 10k 30.58
Alphabet Inc Class A cs (GOOGL) 0.2 $305k 574.00 531.36
Bristol Myers Squibb (BMY) 0.2 $295k 5.0k 59.11
Linear Technology Corporation 0.2 $292k 6.4k 45.64
iShares Russell 1000 Index (IWB) 0.2 $287k 2.5k 114.66
ARM Holdings 0.2 $286k 6.2k 46.29
iShares Dow Jones Transport. Avg. (IYT) 0.2 $288k 1.8k 163.82
Retail Properties Of America 0.2 $286k 17k 16.67
Bunge 0.2 $268k 3.0k 90.82
Verizon Communications (VZ) 0.2 $276k 5.9k 46.80
Potash Corp. Of Saskatchewan I 0.2 $279k 7.9k 35.36
eBay (EBAY) 0.2 $274k 4.9k 56.09
Anheuser-Busch InBev NV (BUD) 0.2 $277k 2.5k 112.33
Plains All American Pipeline (PAA) 0.2 $270k 5.3k 51.36
CVS Caremark Corporation (CVS) 0.2 $265k 2.8k 96.15
Imperial Oil (IMO) 0.2 $262k 6.1k 42.99
Novo Nordisk A/S (NVO) 0.2 $263k 6.2k 42.28
Energy Select Sector SPDR (XLE) 0.2 $260k 3.3k 79.24
Vanguard Value ETF (VTV) 0.2 $260k 3.1k 84.53
iShares Cohen & Steers Realty Maj. (ICF) 0.2 $255k 2.6k 96.74
U.S. Bancorp (USB) 0.2 $249k 5.5k 45.00
Home Depot (HD) 0.2 $247k 2.4k 105.11
LKQ Corporation (LKQ) 0.2 $245k 8.7k 28.12
Banco Itau Holding Financeira (ITUB) 0.2 $247k 19k 12.99
Healthcare Services (HCSG) 0.2 $241k 7.8k 30.89
Walt Disney Company (DIS) 0.2 $231k 2.5k 94.25
Capital One Financial (COF) 0.2 $233k 2.8k 82.59
Praxair 0.2 $235k 1.8k 129.76
Fiserv (FI) 0.2 $227k 3.2k 70.83
Oracle Corporation (ORCL) 0.2 $229k 5.1k 44.89
athenahealth 0.2 $236k 1.6k 145.41
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.2 $229k 1.9k 122.33
Ecolab (ECL) 0.1 $224k 2.1k 104.58
FirstEnergy (FE) 0.1 $223k 5.7k 39.05
Western Digital (WDC) 0.1 $216k 1.9k 110.94
Technology SPDR (XLK) 0.1 $210k 5.1k 41.44
Mednax (MD) 0.1 $212k 3.2k 66.08
SPDR DJ International Real Estate ETF (RWX) 0.1 $217k 5.2k 41.52
Rydex S&P MidCap 400 Pure Growth ETF 0.1 $210k 1.7k 121.67
Phillips 66 (PSX) 0.1 $224k 3.1k 71.84
Coca-Cola Company (KO) 0.1 $206k 4.9k 42.16
McDonald's Corporation (MCD) 0.1 $204k 2.2k 93.79
Lancaster Colony (LANC) 0.1 $203k 2.2k 93.85
Grand Canyon Education (LOPE) 0.1 $209k 4.5k 46.61
CoStar (CSGP) 0.1 $202k 1.1k 183.30
Chemed Corp Com Stk (CHE) 0.1 $206k 1.9k 105.80
Vanguard Small-Cap ETF (VB) 0.1 $208k 1.8k 116.40
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.1 $209k 2.2k 95.13
Medtronic (MDT) 0.1 $206k 2.9k 72.20
Banco Bilbao Vizcaya Argentaria SA (BBVA) 0.1 $187k 20k 9.38
Northwest Bancshares (NWBI) 0.1 $176k 14k 12.51
New York Reit 0.1 $151k 14k 10.57
Klondex Mines 0.0 $43k 25k 1.71
Sirius Xm Holdings (SIRI) 0.0 $50k 14k 3.50
Alliance One Intl 0.0 $41k 26k 1.58
Enserv 0.0 $16k 10k 1.60