Sequoia Financial Advisors

Sequoia Financial Advisors as of March 31, 2016

Portfolio Holdings for Sequoia Financial Advisors

Sequoia Financial Advisors holds 203 positions in its portfolio as reported in the March 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR Dow Jones Global Real Estate (RWO) 10.3 $32M 650k 48.97
Apple (AAPL) 6.6 $21M 188k 108.99
Schwab Strategic Tr us aggregate b (SCHZ) 3.5 $11M 208k 52.82
Nike (NKE) 3.5 $11M 174k 61.47
Level 3 Communications 3.4 $11M 200k 52.85
Schwab Strategic Tr cmn (SCHV) 3.4 $10M 241k 43.20
Sch Fnd Intl Lg Etf (FNDF) 2.9 $8.9M 378k 23.66
Intuit (INTU) 2.6 $8.0M 77k 104.01
Rydex S&P 500 Pure Growth ETF 2.5 $7.8M 98k 79.40
iShares Russell 1000 Value Index (IWD) 2.4 $7.4M 75k 98.81
IQ Hedge Multi-Strategy Tracker (QAI) 2.4 $7.4M 256k 28.82
Schwab International Equity ETF (SCHF) 2.1 $6.5M 241k 27.11
Schwab Strategic Tr us lrg cap etf (SCHX) 2.1 $6.4M 131k 48.84
Intel Corporation (INTC) 1.8 $5.6M 173k 32.35
Cisco Systems (CSCO) 1.7 $5.3M 185k 28.47
SPDR FTSE/Macquarie Global Infra (GII) 1.5 $4.7M 105k 45.01
Interactive Brokers (IBKR) 1.3 $4.0M 102k 39.32
Wal-Mart Stores (WMT) 1.3 $4.0M 59k 68.49
Gilead Sciences (GILD) 1.2 $3.7M 40k 91.85
Schwab Emerging Markets Equity ETF (SCHE) 1.1 $3.3M 159k 20.77
Pandora Media 1.0 $3.2M 360k 8.95
Alphabet Inc Class A cs (GOOGL) 1.0 $3.2M 4.2k 762.97
Tyson Foods (TSN) 1.0 $3.1M 47k 66.67
SPDR Gold Trust (GLD) 1.0 $3.0M 25k 117.65
iShares S&P 500 Index (IVV) 0.9 $3.0M 14k 206.63
PowerShares DWA Devld Markt Tech 0.9 $2.8M 123k 23.06
Oracle Corporation (ORCL) 0.9 $2.7M 66k 40.90
Huntington Bancshares Incorporated (HBAN) 0.8 $2.6M 275k 9.54
JPMorgan Chase & Co. (JPM) 0.8 $2.6M 43k 59.21
Honeywell International (HON) 0.8 $2.6M 23k 112.06
Alaska Air (ALK) 0.8 $2.5M 31k 82.03
AFLAC Incorporated (AFL) 0.8 $2.4M 38k 63.15
Amdocs Ltd ord (DOX) 0.8 $2.3M 39k 60.42
Microsoft Corporation (MSFT) 0.7 $2.3M 41k 55.23
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.7 $2.1M 40k 53.15
General Electric Company 0.7 $2.1M 65k 31.79
Cardinal Health (CAH) 0.7 $2.0M 25k 81.95
Valero Energy Corporation (VLO) 0.7 $2.0M 31k 64.13
PowerShares Hgh Yield Corporate Bnd 0.7 $2.0M 114k 17.80
iShares S&P MidCap 400 Index (IJH) 0.6 $1.9M 13k 144.19
Spdr S&p 500 Etf (SPY) 0.6 $1.8M 8.9k 205.51
Schwab U S Small Cap ETF (SCHA) 0.6 $1.7M 34k 52.04
Home Depot (HD) 0.5 $1.7M 12k 133.40
Procter & Gamble Company (PG) 0.5 $1.6M 20k 82.33
Jp Morgan Alerian Mlp Index (AMJ) 0.5 $1.6M 60k 27.10
Exxon Mobil Corporation (XOM) 0.5 $1.5M 18k 83.57
iShares MSCI EAFE Value Index (EFV) 0.5 $1.5M 34k 44.85
Johnson & Johnson (JNJ) 0.5 $1.5M 13k 108.20
United Community Financial 0.5 $1.4M 240k 5.87
J.M. Smucker Company (SJM) 0.4 $1.3M 10k 129.81
Eaton (ETN) 0.4 $1.3M 21k 62.58
International Business Machines (IBM) 0.4 $1.1M 7.6k 151.50
United Parcel Service (UPS) 0.3 $1.1M 10k 105.49
At&t (T) 0.3 $1.1M 28k 39.18
PowerShares QQQ Trust, Series 1 0.3 $1.1M 9.8k 109.22
Pepsi (PEP) 0.3 $1.1M 10k 102.47
iShares MSCI EAFE Index Fund (EFA) 0.3 $1.1M 19k 57.14
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.3 $1.1M 9.0k 118.79
Starbucks Corporation (SBUX) 0.3 $949k 16k 59.68
Utilities SPDR (XLU) 0.3 $947k 19k 49.60
PowerShares Emerging Markets Sovere 0.3 $968k 34k 28.31
Two Harbors Investment 0.3 $897k 113k 7.94
Amgen (AMGN) 0.3 $883k 5.9k 149.86
iShares S&P 500 Value Index (IVE) 0.3 $885k 9.8k 89.93
Vanguard FTSE All-World ex-US ETF (VEU) 0.3 $899k 21k 43.17
Schwab Strategic Tr sht tm us tres (SCHO) 0.3 $896k 18k 50.78
Sherwin-Williams Company (SHW) 0.3 $863k 3.0k 284.82
Qualcomm (QCOM) 0.3 $860k 17k 51.15
iShares S&P US Pref Stock Idx Fnd (PFF) 0.3 $872k 22k 39.03
Merck & Co (MRK) 0.3 $844k 16k 52.92
SPDR S&P Dividend (SDY) 0.3 $845k 11k 79.88
Parker-Hannifin Corporation (PH) 0.3 $810k 7.3k 111.13
Enterprise Products Partners (EPD) 0.3 $793k 32k 24.63
Vanguard Emerging Markets ETF (VWO) 0.3 $795k 23k 34.58
Pfizer (PFE) 0.2 $788k 27k 29.65
Wells Fargo & Company (WFC) 0.2 $761k 16k 48.37
Facebook Inc cl a (META) 0.2 $776k 6.8k 114.13
Berkshire Hathaway (BRK.B) 0.2 $701k 4.9k 141.76
iShares S&P 500 Growth Index (IVW) 0.2 $719k 6.2k 115.84
PNC Financial Services (PNC) 0.2 $654k 7.7k 84.51
iShares S&P SmallCap 600 Index (IJR) 0.2 $653k 5.8k 112.55
Schwab Intl Small Cap Equity ETF (SCHC) 0.2 $640k 22k 28.93
Vodafone Group New Adr F (VOD) 0.2 $659k 21k 32.05
Alphabet Inc Class C cs (GOOG) 0.2 $645k 866.00 744.80
Taiwan Semiconductor Mfg (TSM) 0.2 $611k 23k 26.21
Chevron Corporation (CVX) 0.2 $610k 6.4k 95.45
Rydex S&P Equal Weight ETF 0.2 $619k 7.9k 78.54
iShares Lehman MBS Bond Fund (MBB) 0.2 $632k 5.8k 109.40
Ishares Inc core msci emkt (IEMG) 0.2 $618k 15k 41.64
Verizon Communications (VZ) 0.2 $596k 11k 54.09
WisdomTree Japan Total Dividend (DXJ) 0.2 $578k 13k 43.69
Flexshares Tr iboxx 3r targt (TDTT) 0.2 $589k 24k 24.76
ConocoPhillips (COP) 0.2 $553k 14k 40.26
Accenture (ACN) 0.2 $567k 4.9k 115.43
iShares Russell 1000 Growth Index (IWF) 0.2 $572k 5.7k 99.72
First Financial Ban (FFBC) 0.2 $523k 29k 18.16
Coca-Cola Company (KO) 0.2 $507k 11k 46.35
Walt Disney Company (DIS) 0.1 $475k 4.8k 99.39
Amazon (AMZN) 0.1 $457k 770.00 593.51
Bank of America Corporation (BAC) 0.1 $423k 31k 13.53
Bristol Myers Squibb (BMY) 0.1 $438k 6.9k 63.87
Visa (V) 0.1 $439k 5.7k 76.47
Northwest Bancshares (NWBI) 0.1 $430k 32k 13.51
SPDR Dow Jones Industrial Average ETF (DIA) 0.1 $423k 2.4k 176.62
Phillips 66 (PSX) 0.1 $442k 5.1k 86.63
PPG Industries (PPG) 0.1 $415k 3.7k 111.53
United Technologies Corporation 0.1 $394k 3.9k 100.20
Valley National Ban (VLY) 0.1 $404k 42k 9.55
Celgene Corporation 0.1 $402k 4.0k 100.10
iShares Lehman Aggregate Bond (AGG) 0.1 $394k 3.6k 110.71
Vanguard Small-Cap Value ETF (VBR) 0.1 $392k 3.8k 102.00
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 0.1 $387k 3.5k 109.60
Ipath Dow Jones-aig Commodity (DJP) 0.1 $392k 18k 21.52
Banner Corp (BANR) 0.1 $414k 9.8k 42.05
U.S. Bancorp (USB) 0.1 $380k 9.4k 40.63
McDonald's Corporation (MCD) 0.1 $373k 3.0k 125.55
CVS Caremark Corporation (CVS) 0.1 $375k 3.6k 103.85
Clorox Company (CLX) 0.1 $358k 2.8k 126.01
iShares iBoxx $ High Yid Corp Bond (HYG) 0.1 $369k 4.5k 81.80
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.1 $360k 2.9k 126.01
PowerShares Dynamic Lg. Cap Value 0.1 $373k 12k 30.08
BP (BP) 0.1 $336k 11k 30.19
Automatic Data Processing (ADP) 0.1 $334k 3.7k 89.62
Dow Chemical Company 0.1 $329k 6.5k 50.92
Olin Corporation (OLN) 0.1 $348k 20k 17.35
Nextera Energy (NEE) 0.1 $354k 3.0k 118.28
Schlumberger (SLB) 0.1 $328k 4.4k 73.84
Henry Schein (HSIC) 0.1 $352k 2.0k 172.80
priceline.com Incorporated 0.1 $325k 252.00 1289.68
Vanguard REIT ETF (VNQ) 0.1 $337k 4.0k 83.73
Wpp Plc- (WPP) 0.1 $345k 3.0k 116.40
Timkensteel (MTUS) 0.1 $330k 36k 9.11
Medtronic (MDT) 0.1 $348k 4.6k 75.10
3M Company (MMM) 0.1 $297k 1.8k 166.39
Sap (SAP) 0.1 $303k 3.8k 80.46
Baidu (BIDU) 0.1 $322k 1.7k 190.65
iShares Russell Midcap Value Index (IWS) 0.1 $296k 4.2k 70.98
Vanguard High Dividend Yield ETF (VYM) 0.1 $323k 4.7k 69.11
iShares Morningstar Large Growth (ILCG) 0.1 $305k 2.6k 118.26
Express Scripts Holding 0.1 $294k 4.3k 68.66
Cincinnati Financial Corporation (CINF) 0.1 $291k 4.4k 65.42
eBay (EBAY) 0.1 $285k 12k 23.83
Royal Dutch Shell 0.1 $282k 5.7k 49.12
Ford Motor Company (F) 0.1 $267k 20k 13.52
Buckeye Partners 0.1 $289k 4.3k 67.89
TJX Companies (TJX) 0.1 $283k 3.6k 78.42
iShares Russell 1000 Index (IWB) 0.1 $286k 2.5k 114.26
iShares Cohen & Steers Realty Maj. (ICF) 0.1 $272k 2.6k 103.19
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 0.1 $276k 9.0k 30.61
Duke Energy (DUK) 0.1 $277k 3.4k 80.71
MasterCard Incorporated (MA) 0.1 $257k 2.7k 94.66
Abbott Laboratories (ABT) 0.1 $245k 5.9k 41.86
Boeing Company (BA) 0.1 $254k 2.0k 126.87
Universal Health Services (UHS) 0.1 $250k 2.0k 124.81
Lancaster Colony (LANC) 0.1 $240k 2.2k 110.70
Altria (MO) 0.1 $237k 3.8k 62.72
Exelon Corporation (EXC) 0.1 $249k 7.0k 35.82
EMC Corporation 0.1 $260k 9.7k 26.68
Fastenal Company (FAST) 0.1 $247k 5.0k 48.99
ARM Holdings 0.1 $261k 6.0k 43.75
Magellan Midstream Partners 0.1 $247k 3.6k 68.78
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.1 $241k 2.2k 111.57
WisdomTree India Earnings Fund (EPI) 0.1 $258k 13k 19.50
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.1 $250k 2.7k 93.21
Canadian Natl Ry (CNI) 0.1 $204k 3.3k 62.42
FirstEnergy (FE) 0.1 $222k 6.2k 36.00
Adobe Systems Incorporated (ADBE) 0.1 $211k 2.2k 93.94
Lockheed Martin Corporation (LMT) 0.1 $219k 987.00 221.88
Capital One Financial (COF) 0.1 $226k 3.3k 69.35
Southern Company (SO) 0.1 $219k 4.2k 51.70
Lowe's Companies (LOW) 0.1 $223k 3.0k 75.59
FirstMerit Corporation 0.1 $203k 9.6k 21.05
Rockwell Automation (ROK) 0.1 $202k 1.8k 113.67
American International (AIG) 0.1 $221k 4.1k 54.05
Vanguard Small-Cap ETF (VB) 0.1 $213k 1.9k 111.29
O'reilly Automotive (ORLY) 0.1 $203k 742.00 273.58
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.1 $227k 7.8k 28.97
iShares 10+ Year Credit Bond Fund ETF (IGLB) 0.1 $209k 3.5k 59.16
Schwab U S Large Cap Growth ETF (SCHG) 0.1 $214k 4.1k 52.35
Flexshares Tr mornstar upstr (GUNR) 0.1 $229k 9.5k 24.17
Abbvie (ABBV) 0.1 $202k 3.5k 57.06
Exchange Traded Concepts Tr robo stx glb etf (ROBO) 0.1 $230k 9.3k 24.66
Potash Corp. Of Saskatchewan I 0.1 $178k 11k 17.03
Fifth Third Ban (FITB) 0.1 $185k 11k 16.73
SPDR DJ International Real Estate ETF (RWX) 0.1 $201k 4.9k 41.42
Retail Properties Of America 0.1 $192k 12k 15.85
BioTime 0.1 $142k 50k 2.87
Annaly Capital Management 0.0 $112k 11k 10.30
Banco Itau Holding Financeira (ITUB) 0.0 $116k 13k 8.63
Barclays Bk Plc Ipsp croil etn 0.0 $126k 25k 5.13
Farmers Natl Banc Corp (FMNB) 0.0 $126k 14k 8.88
Banco Bilbao Vizcaya Argentaria SA (BBVA) 0.0 $95k 15k 6.55
Energy Transfer Equity (ET) 0.0 $73k 10k 7.12
Sirius Xm Holdings (SIRI) 0.0 $47k 12k 3.98
Axcelis Technologies 0.0 $42k 15k 2.80
Klondex Mines 0.0 $33k 12k 2.70
Synergy Pharmaceuticals 0.0 $45k 16k 2.78
Nanoviricides 0.0 $39k 18k 2.18
Natuzzi, S.p.A 0.0 $15k 10k 1.50
Enserv 0.0 $6.0k 10k 0.60
Carbylan Therapeutics Inc Common Stock Usd 0.001 0.0 $10k 15k 0.67
Chromadex Corp (CDXC) 0.0 $14k 10k 1.40
Cytori Therapeutics 0.0 $5.0k 25k 0.20