Sequoia Financial Advisors

Sequoia Financial Advisors as of June 30, 2016

Portfolio Holdings for Sequoia Financial Advisors

Sequoia Financial Advisors holds 255 positions in its portfolio as reported in the June 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR Dow Jones Global Real Estate (RWO) 9.1 $33M 646k 50.36
Apple (AAPL) 5.2 $18M 192k 95.60
Schwab Strategic Tr us aggregate b (SCHZ) 3.1 $11M 209k 53.72
Schwab Strategic Tr cmn (SCHV) 3.0 $11M 237k 44.79
Level 3 Communications 2.9 $10M 200k 51.49
Nike (NKE) 2.7 $9.6M 174k 55.20
Sch Fnd Intl Lg Etf (FNDF) 2.5 $8.9M 376k 23.74
iShares Russell 1000 Value Index (IWD) 2.5 $8.7M 85k 103.24
Intuit (INTU) 2.4 $8.6M 77k 111.61
Pepsi (PEP) 2.2 $7.8M 74k 105.94
Rydex S&P 500 Pure Growth ETF 2.2 $7.7M 95k 80.91
IQ Hedge Multi-Strategy Tracker (QAI) 2.1 $7.6M 262k 29.16
Schwab International Equity ETF (SCHF) 1.8 $6.5M 239k 27.11
Yum! Brands (YUM) 1.8 $6.4M 77k 82.92
Cisco Systems (CSCO) 1.7 $6.0M 210k 28.69
SPDR FTSE/Macquarie Global Infra (GII) 1.5 $5.5M 117k 46.68
Wal-Mart Stores (WMT) 1.4 $4.9M 67k 73.03
Intel Corporation (INTC) 1.3 $4.8M 145k 32.80
Pandora Media 1.3 $4.5M 360k 12.45
International Business Machines (IBM) 1.0 $3.7M 25k 151.79
Gilead Sciences (GILD) 1.0 $3.7M 44k 83.42
Interactive Brokers (IBKR) 1.0 $3.5M 100k 35.40
Spdr S&p 500 Etf (SPY) 1.0 $3.5M 17k 209.46
Schwab Emerging Markets Equity ETF (SCHE) 0.9 $3.3M 157k 21.29
Tyson Foods (TSN) 0.9 $3.3M 49k 66.79
SPDR Gold Trust (GLD) 0.9 $3.2M 26k 126.47
iShares S&P 500 Index (IVV) 0.9 $3.1M 15k 210.48
JPMorgan Chase & Co. (JPM) 0.9 $3.1M 50k 62.14
Oracle Corporation (ORCL) 0.8 $3.0M 74k 40.93
AFLAC Incorporated (AFL) 0.8 $3.0M 41k 72.17
PowerShares DWA Devld Markt Tech 0.8 $2.7M 120k 22.71
Amdocs Ltd ord (DOX) 0.7 $2.5M 43k 57.73
Huntington Bancshares Incorporated (HBAN) 0.7 $2.5M 277k 8.94
EMC Corporation 0.7 $2.5M 91k 27.17
Darden Restaurants (DRI) 0.7 $2.4M 39k 63.35
Vanguard Utilities ETF (VPU) 0.7 $2.4M 21k 114.48
General Electric Company 0.7 $2.3M 73k 31.48
PowerShares Hgh Yield Corporate Bnd 0.6 $2.2M 121k 18.40
Cardinal Health (CAH) 0.6 $2.2M 28k 78.00
Vanguard Materials ETF (VAW) 0.6 $2.2M 21k 102.42
Procter & Gamble Company (PG) 0.6 $2.1M 25k 84.67
iShares MSCI EAFE Index Fund (EFA) 0.6 $2.1M 38k 55.81
Microsoft Corporation (MSFT) 0.6 $2.1M 40k 51.18
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.6 $2.1M 40k 51.90
Alaska Air (ALK) 0.6 $2.0M 34k 58.29
Jp Morgan Alerian Mlp Index (AMJ) 0.5 $1.9M 60k 31.81
Valero Energy Corporation (VLO) 0.5 $1.8M 36k 51.00
iShares S&P 500 Growth Index (IVW) 0.5 $1.9M 16k 116.59
iShares S&P MidCap 400 Index (IJH) 0.5 $1.8M 12k 149.39
Schwab U S Small Cap ETF (SCHA) 0.5 $1.8M 34k 54.04
Schwab Strategic Tr sht tm us tres (SCHO) 0.5 $1.8M 35k 50.95
Home Depot (HD) 0.5 $1.6M 13k 127.73
Exxon Mobil Corporation (XOM) 0.4 $1.6M 17k 93.73
Johnson & Johnson (JNJ) 0.4 $1.6M 13k 121.30
J.M. Smucker Company (SJM) 0.4 $1.6M 10k 152.42
United Community Financial 0.4 $1.5M 240k 6.08
iShares MSCI EAFE Value Index (EFV) 0.4 $1.5M 34k 42.93
Enterprise Products Partners (EPD) 0.4 $1.4M 47k 29.26
Merck & Co (MRK) 0.4 $1.3M 22k 57.62
Amgen (AMGN) 0.3 $1.2M 8.2k 152.12
Magellan Midstream Partners 0.3 $1.2M 16k 76.01
iShares S&P US Pref Stock Idx Fnd (PFF) 0.3 $1.2M 31k 39.88
At&t (T) 0.3 $1.2M 28k 43.21
PowerShares QQQ Trust, Series 1 0.3 $1.2M 11k 107.57
Nuveen Insd Dividend Advantage (NVG) 0.3 $1.2M 73k 16.26
United Parcel Service (UPS) 0.3 $1.1M 10k 107.75
iShares Lehman Aggregate Bond (AGG) 0.3 $1.1M 9.7k 112.65
PowerShares Emerging Markets Sovere 0.3 $1.1M 37k 29.59
Berkshire Hathaway (BRK.B) 0.3 $1.0M 7.1k 144.72
Wells Fargo & Company (WFC) 0.3 $984k 21k 47.32
Two Harbors Investment 0.3 $967k 113k 8.56
Pfizer (PFE) 0.3 $964k 27k 35.21
Walt Disney Company (DIS) 0.3 $953k 9.7k 97.82
iShares S&P 500 Value Index (IVE) 0.3 $947k 10k 92.90
Facebook Inc cl a (META) 0.3 $968k 8.5k 114.23
Eaton (ETN) 0.3 $966k 16k 59.76
Alphabet Inc Class C cs (GOOG) 0.3 $959k 1.4k 692.42
SPDR S&P Dividend (SDY) 0.3 $913k 11k 83.93
Sherwin-Williams Company (SHW) 0.2 $881k 3.0k 293.57
Qualcomm (QCOM) 0.2 $887k 17k 53.58
Starbucks Corporation (SBUX) 0.2 $896k 16k 57.13
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.2 $895k 7.3k 122.77
iShares S&P SmallCap 600 Index (IJR) 0.2 $899k 7.7k 116.22
Vanguard Emerging Markets ETF (VWO) 0.2 $883k 25k 35.22
SPDR Dow Jones Industrial Average ETF (DIA) 0.2 $843k 4.7k 178.98
Parker-Hannifin Corporation (PH) 0.2 $788k 7.3k 108.11
Ishares Tr eafe min volat (EFAV) 0.2 $732k 11k 66.41
Utilities SPDR (XLU) 0.2 $699k 13k 52.47
Vanguard FTSE All-World ex-US ETF (VEU) 0.2 $703k 16k 42.84
Alphabet Inc Class A cs (GOOGL) 0.2 $724k 1.0k 703.60
Chevron Corporation (CVX) 0.2 $670k 6.4k 104.82
Rydex S&P Equal Weight ETF 0.2 $682k 8.5k 80.34
Express Scripts Holding 0.2 $684k 9.0k 75.76
iShares Lehman MBS Bond Fund (MBB) 0.2 $635k 5.8k 109.92
iShares Morningstar Mid Growth Idx (IMCG) 0.2 $658k 4.2k 156.00
Vodafone Group New Adr F (VOD) 0.2 $641k 21k 30.88
Taiwan Semiconductor Mfg (TSM) 0.2 $607k 23k 26.23
PNC Financial Services (PNC) 0.2 $602k 7.4k 81.44
ConocoPhillips (COP) 0.2 $601k 14k 43.61
Schlumberger (SLB) 0.2 $620k 7.8k 79.13
iShares Russell 2000 Index (IWM) 0.2 $605k 5.3k 114.93
Ishares Inc core msci emkt (IEMG) 0.2 $621k 15k 41.84
Spectra Energy 0.2 $558k 15k 36.64
Verizon Communications (VZ) 0.2 $580k 10k 55.83
Amazon (AMZN) 0.2 $561k 784.00 715.56
Agnico (AEM) 0.2 $557k 10k 53.45
Coca-Cola Company (KO) 0.1 $542k 12k 45.33
Bristol Myers Squibb (BMY) 0.1 $521k 7.1k 73.56
Plains All American Pipeline (PAA) 0.1 $526k 19k 27.48
Celgene Corporation 0.1 $544k 5.5k 98.62
Schwab Intl Small Cap Equity ETF (SCHC) 0.1 $551k 19k 28.80
First Financial Ban (FFBC) 0.1 $515k 27k 19.46
American Express Company (AXP) 0.1 $490k 8.1k 60.82
Accenture (ACN) 0.1 $485k 4.3k 113.34
Northwest Bancshares (NWBI) 0.1 $484k 33k 14.84
Coach 0.1 $451k 11k 40.70
V.F. Corporation (VFC) 0.1 $456k 7.4k 61.49
Olin Corporation (OLN) 0.1 $460k 19k 24.83
Visa (V) 0.1 $467k 6.3k 74.15
iShares Russell 1000 Growth Index (IWF) 0.1 $477k 4.8k 100.42
Ipath Dow Jones-aig Commodity (DJP) 0.1 $450k 18k 24.70
Schwab Strategic Tr us lrg cap etf (SCHX) 0.1 $460k 9.2k 49.79
Vanguard Russell 1000 Value Et (VONV) 0.1 $459k 5.1k 89.84
Bank of America Corporation (BAC) 0.1 $416k 31k 13.26
United Technologies Corporation 0.1 $427k 4.2k 102.55
Buckeye Partners 0.1 $443k 6.3k 70.38
Holly Energy Partners 0.1 $435k 13k 34.66
SPDR S&P MidCap 400 ETF (MDY) 0.1 $418k 1.5k 272.14
PowerShares FTSE RAFI US 1000 0.1 $432k 4.8k 90.51
Banner Corp (BANR) 0.1 $419k 9.8k 42.56
McDonald's Corporation (MCD) 0.1 $379k 3.1k 120.39
PPG Industries (PPG) 0.1 $375k 3.6k 104.28
Honeywell International (HON) 0.1 $391k 3.4k 116.37
Nextera Energy (NEE) 0.1 $393k 3.0k 130.43
Valley National Ban (VLY) 0.1 $386k 42k 9.13
Clorox Company (CLX) 0.1 $393k 2.8k 138.33
Vanguard Small-Cap Value ETF (VBR) 0.1 $405k 3.8k 105.39
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 0.1 $393k 3.5k 111.30
Phillips 66 (PSX) 0.1 $405k 5.1k 79.38
Medtronic (MDT) 0.1 $410k 4.7k 86.79
BP (BP) 0.1 $364k 10k 35.56
Starwood Property Trust (STWD) 0.1 $353k 17k 20.74
Automatic Data Processing (ADP) 0.1 $344k 3.7k 91.81
Dow Chemical Company 0.1 $342k 6.9k 49.69
Cincinnati Financial Corporation (CINF) 0.1 $339k 4.5k 74.80
CVS Caremark Corporation (CVS) 0.1 $363k 3.8k 95.75
Potash Corp. Of Saskatchewan I 0.1 $367k 23k 16.24
Altria (MO) 0.1 $357k 5.2k 68.89
eBay (EBAY) 0.1 $343k 15k 23.43
Henry Schein (HSIC) 0.1 $360k 2.0k 176.73
Baidu (BIDU) 0.1 $371k 2.2k 165.33
Vanguard REIT ETF (VNQ) 0.1 $368k 4.1k 88.78
Vanguard High Dividend Yield ETF (VYM) 0.1 $364k 5.1k 71.48
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.1 $364k 2.9k 127.41
Spdr Series Trust equity (IBND) 0.1 $368k 11k 32.53
Timkensteel (MTUS) 0.1 $348k 36k 9.61
U.S. Bancorp (USB) 0.1 $332k 8.2k 40.33
Western Union Company (WU) 0.1 $314k 16k 19.18
3M Company (MMM) 0.1 $315k 1.8k 175.10
Royal Dutch Shell 0.1 $321k 5.7k 55.91
Exelon Corporation (EXC) 0.1 $337k 9.3k 36.31
priceline.com Incorporated 0.1 $315k 252.00 1250.00
iShares Russell Midcap Value Index (IWS) 0.1 $310k 4.2k 74.34
iShares iBoxx $ High Yid Corp Bond (HYG) 0.1 $315k 3.7k 84.81
SPDR DJ Wilshire REIT (RWR) 0.1 $315k 3.2k 99.37
Wpp Plc- (WPP) 0.1 $310k 3.0k 104.59
Orange Sa (ORAN) 0.1 $321k 20k 16.41
Annaly Capital Management 0.1 $291k 26k 11.08
Blackstone 0.1 $281k 11k 24.57
Johnson Controls 0.1 $279k 6.3k 44.21
Universal Health Services (UHS) 0.1 $270k 2.0k 134.00
Lancaster Colony (LANC) 0.1 $277k 2.2k 127.77
Lockheed Martin Corporation (LMT) 0.1 $284k 1.1k 248.03
Sanofi-Aventis SA (SNY) 0.1 $296k 7.1k 41.89
Ford Motor Company (F) 0.1 $288k 23k 12.55
TJX Companies (TJX) 0.1 $281k 3.6k 77.22
Sap (SAP) 0.1 $282k 3.8k 75.14
Kellogg Company (K) 0.1 $281k 3.4k 81.57
iShares Russell 1000 Index (IWB) 0.1 $293k 2.5k 117.06
Oneok Partners 0.1 $289k 7.2k 40.08
ARM Holdings 0.1 $270k 5.9k 45.56
iShares Cohen & Steers Realty Maj. (ICF) 0.1 $285k 2.6k 108.12
iShares Morningstar Large Growth (ILCG) 0.1 $283k 2.4k 117.23
SPDR DJ International Real Estate ETF (RWX) 0.1 $272k 6.6k 41.51
PowerShares Dynamic Lg. Cap Value 0.1 $292k 9.5k 30.78
Vanguard Scottsdale Fds vng rus1000grw (VONG) 0.1 $270k 2.6k 102.27
Ishares Tr usa min vo (USMV) 0.1 $301k 6.5k 46.22
Duke Energy (DUK) 0.1 $296k 3.5k 85.77
Mplx (MPLX) 0.1 $303k 9.0k 33.59
MasterCard Incorporated (MA) 0.1 $239k 2.7k 88.03
FirstEnergy (FE) 0.1 $233k 6.7k 34.90
Travelers Companies (TRV) 0.1 $247k 2.1k 118.98
Boeing Company (BA) 0.1 $263k 2.0k 130.07
GlaxoSmithKline 0.1 $244k 5.6k 43.32
Shire 0.1 $258k 1.4k 184.29
Lowe's Companies (LOW) 0.1 $236k 3.0k 79.09
Discovery Communications 0.1 $238k 10k 23.89
Solar Cap (SLRC) 0.1 $250k 13k 19.05
Ares Capital Corporation (ARCC) 0.1 $247k 17k 14.21
Western Gas Partners 0.1 $243k 4.8k 50.40
Hercules Technology Growth Capital (HTGC) 0.1 $244k 20k 12.43
Prospect Capital Corporation (PSEC) 0.1 $256k 33k 7.83
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.1 $246k 2.2k 113.89
Flexshares Tr iboxx 3r targt (TDTT) 0.1 $234k 9.4k 24.89
Communications Sales&leas Incom us equities / etf's 0.1 $264k 9.1k 28.94
Comcast Corporation (CMCSA) 0.1 $228k 3.5k 65.27
iShares MSCI Emerging Markets Indx (EEM) 0.1 $209k 6.1k 34.40
Eli Lilly & Co. (LLY) 0.1 $201k 2.6k 78.70
Kimberly-Clark Corporation (KMB) 0.1 $210k 1.5k 137.52
SYSCO Corporation (SYY) 0.1 $211k 4.2k 50.62
Adobe Systems Incorporated (ADBE) 0.1 $215k 2.2k 95.73
Raytheon Company 0.1 $218k 1.6k 136.25
CenturyLink 0.1 $201k 6.9k 29.01
Becton, Dickinson and (BDX) 0.1 $223k 1.3k 169.71
McKesson Corporation (MCK) 0.1 $215k 1.2k 186.63
Southern Company (SO) 0.1 $219k 4.1k 53.56
General Dynamics Corporation (GD) 0.1 $202k 1.5k 139.02
Fastenal Company (FAST) 0.1 $224k 5.1k 44.34
Westpac Banking Corporation 0.1 $221k 10k 22.11
Rockwell Automation (ROK) 0.1 $204k 1.8k 114.80
American International (AIG) 0.1 $217k 4.1k 52.82
O'reilly Automotive (ORLY) 0.1 $201k 742.00 270.89
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.1 $201k 4.2k 48.17
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.1 $224k 7.8k 28.59
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 0.1 $201k 6.5k 30.76
iShares 10+ Year Credit Bond Fund ETF (IGLB) 0.1 $221k 3.5k 62.55
Schwab U S Large Cap Growth ETF (SCHG) 0.1 $208k 4.0k 52.59
Retail Properties Of America 0.1 $205k 12k 16.92
Eqt Midstream Partners 0.1 $230k 2.9k 80.31
Abbvie (ABBV) 0.1 $202k 3.3k 61.83
Walgreen Boots Alliance (WBA) 0.1 $217k 2.6k 83.30
Fidelity Bond Etf (FBND) 0.1 $217k 4.3k 50.30
Apollo Investment 0.1 $192k 35k 5.55
Windstream Holdings 0.1 $188k 20k 9.25
Fifth Street Finance 0.0 $152k 31k 4.84
TICC Capital 0.0 $160k 30k 5.26
Banco Itau Holding Financeira (ITUB) 0.0 $127k 13k 9.44
Banco Santander (SAN) 0.0 $147k 38k 3.91
BioTime 0.0 $128k 49k 2.61
Farmers Natl Banc Corp (FMNB) 0.0 $125k 14k 8.79
Northstar Realty Finance 0.0 $137k 12k 11.44
Gold Fields (GFI) 0.0 $111k 23k 4.91
Gladstone Capital Corporation (GLAD) 0.0 $98k 14k 7.23
Enerplus Corp (ERF) 0.0 $100k 15k 6.54
Banco Bilbao Vizcaya Argentaria SA (BBVA) 0.0 $86k 15k 5.75
Synergy Pharmaceuticals 0.0 $62k 16k 3.82
Natuzzi, S.p.A 0.0 $23k 16k 1.44
Alaska Communications Systems 0.0 $21k 13k 1.68
Pengrowth Energy Corp 0.0 $23k 12k 1.88
Klondex Mines 0.0 $45k 12k 3.68
Nanoviricides 0.0 $28k 18k 1.59
Sirius Xm Holdings (SIRI) 0.0 $50k 13k 3.96
Ciber 0.0 $16k 11k 1.52
Enserv 0.0 $6.0k 10k 0.60
Carbylan Therapeutics Inc Common Stock Usd 0.001 0.0 $10k 15k 0.67