Sequoia Financial Advisors

Sequoia Financial Advisors as of June 30, 2017

Portfolio Holdings for Sequoia Financial Advisors

Sequoia Financial Advisors holds 285 positions in its portfolio as reported in the June 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core Intl Stock Etf core (IXUS) 9.4 $76M 1.3M 57.36
Vanguard Total Stock Market ETF (VTI) 8.9 $72M 576k 124.45
Spdr Index Shs Fds s^p global nat res (GNR) 6.3 $51M 1.2M 41.53
SPDR Dow Jones Global Real Estate (RWO) 5.2 $42M 887k 47.59
Apple (AAPL) 3.5 $28M 196k 144.02
Vanguard Scottsdale Fds vng rus1000grw (VONG) 3.0 $25M 203k 121.62
iShares Lehman Aggregate Bond (AGG) 3.0 $24M 218k 109.51
Rydex S&P Equal Weight ETF 2.6 $21M 227k 92.68
Schwab Strategic Tr us lrg cap etf (SCHX) 1.9 $15M 263k 57.77
iShares S&P Natl AMTFr Mncpl Bd (MUB) 1.7 $14M 127k 110.12
SPDR MSCI ACWI ex-US (CWI) 1.7 $14M 388k 35.66
wisdomtreetrusdivd.. (DGRW) 1.6 $13M 347k 36.78
First Trust DJ Internet Index Fund (FDN) 1.5 $12M 128k 94.74
Level 3 Communications 1.5 $12M 200k 59.30
Industrial SPDR (XLI) 1.3 $11M 158k 68.11
Berkshire Hathaway (BRK.B) 1.3 $10M 60k 169.38
SPDR FTSE/Macquarie Global Infra (GII) 1.3 $10M 203k 50.44
Nike (NKE) 1.2 $10M 171k 59.00
Intuit (INTU) 1.2 $9.9M 74k 132.80
Brookfield Infrastructure Part (BIP) 1.1 $9.1M 222k 40.91
D Spdr Index Shs Fds (SPGM) 1.1 $8.9M 124k 71.82
Schwab International Equity ETF (SCHF) 0.8 $6.6M 209k 31.78
Weyerhaeuser Company (WY) 0.8 $6.4M 191k 33.50
Ishares Inc core msci emkt (IEMG) 0.8 $6.4M 128k 50.04
Schwab Strategic Tr us aggregate b (SCHZ) 0.8 $6.2M 119k 52.25
Gilead Sciences (GILD) 0.8 $6.1M 86k 70.79
Jp Morgan Alerian Mlp Index (AMJ) 0.7 $6.0M 201k 29.70
Ishares Msci Usa Quality Facto invalid (QUAL) 0.7 $5.3M 71k 74.37
Oracle Corporation (ORCL) 0.6 $5.2M 103k 50.14
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.6 $5.0M 42k 120.51
Wal-Mart Stores (WMT) 0.6 $4.6M 61k 75.68
Expedia (EXPE) 0.6 $4.6M 31k 148.94
Morgan Stanley (MS) 0.6 $4.5M 102k 44.56
Schwab Emerging Markets Equity ETF (SCHE) 0.6 $4.5M 180k 24.85
Schwab Strategic Tr cmn (SCHV) 0.6 $4.6M 91k 50.20
Citigroup (C) 0.6 $4.5M 67k 66.89
Schwab U S Small Cap ETF (SCHA) 0.6 $4.5M 70k 63.91
Intel Corporation (INTC) 0.5 $4.4M 130k 33.74
Carnival Corporation (CCL) 0.5 $4.2M 65k 65.58
AFLAC Incorporated (AFL) 0.5 $4.3M 55k 77.67
Darden Restaurants (DRI) 0.5 $4.3M 48k 90.43
iShares Russell 2000 Index (IWM) 0.5 $4.3M 30k 140.93
Alaska Air (ALK) 0.5 $4.2M 47k 89.76
Lazard Ltd-cl A shs a 0.5 $4.1M 89k 46.33
Coach 0.5 $3.9M 83k 47.34
Valero Energy Corporation (VLO) 0.5 $4.0M 59k 67.46
iShares S&P 500 Index (IVV) 0.5 $3.8M 16k 243.43
PowerShares Preferred Portfolio 0.5 $3.8M 250k 15.11
Interactive Brokers (IBKR) 0.5 $3.7M 100k 37.42
Monsanto Company 0.5 $3.7M 32k 118.35
SPDR Gold Trust (GLD) 0.5 $3.7M 31k 118.03
Stericycle (SRCL) 0.4 $3.4M 45k 76.32
Amdocs Ltd ord (DOX) 0.4 $3.5M 54k 64.46
Biogen Idec (BIIB) 0.4 $3.4M 13k 271.36
Yum! Brands (YUM) 0.4 $3.3M 45k 73.76
Pepsi (PEP) 0.4 $3.2M 28k 115.50
Pandora Media 0.4 $3.2M 360k 8.92
Spdr S&p 500 Etf (SPY) 0.4 $3.1M 13k 241.76
Schwab U S Large Cap Growth ETF (SCHG) 0.4 $3.0M 47k 63.20
Microsoft Corporation (MSFT) 0.3 $2.8M 41k 68.93
Vanguard FTSE All-World ex-US ETF (VEU) 0.3 $2.7M 54k 50.03
Schwab Strategic Tr intrm trm (SCHR) 0.3 $2.6M 48k 53.97
Vanguard Mid-Cap ETF (VO) 0.3 $2.4M 17k 142.49
Vanguard Mortgage Bkd Sects ETF (VMBS) 0.3 $2.4M 45k 52.65
Schwab Intl Small Cap Equity ETF (SCHC) 0.3 $2.4M 71k 33.63
Corning Incorporated (GLW) 0.3 $2.3M 77k 30.05
Home Depot (HD) 0.3 $2.4M 16k 153.40
iShares MSCI ACWI Index Fund (ACWI) 0.3 $2.3M 35k 65.48
General Electric Company 0.3 $2.3M 85k 27.01
Williams-Sonoma (WSM) 0.3 $2.3M 47k 48.49
Johnson & Johnson (JNJ) 0.3 $2.1M 16k 132.32
T. Rowe Price (TROW) 0.3 $2.2M 30k 74.22
Two Harbors Investment 0.3 $2.1M 215k 9.91
Procter & Gamble Company (PG) 0.3 $2.1M 24k 87.13
United Community Financial 0.2 $2.0M 245k 8.31
iShares S&P MidCap 400 Index (IJH) 0.2 $2.0M 12k 173.96
Coca-Cola Company (KO) 0.2 $1.9M 43k 44.84
Exxon Mobil Corporation (XOM) 0.2 $1.8M 23k 80.72
inv grd crp bd (CORP) 0.2 $1.9M 18k 105.09
Wisdomtree Tr brclys us aggr (AGGY) 0.2 $1.8M 36k 50.51
iShares Russell 1000 Value Index (IWD) 0.2 $1.8M 16k 109.30
Yum China Holdings (YUMC) 0.2 $1.8M 45k 39.42
J.M. Smucker Company (SJM) 0.2 $1.7M 15k 118.36
Sch Us Mid-cap Etf etf (SCHM) 0.2 $1.7M 36k 48.16
Vodafone Group New Adr F (VOD) 0.2 $1.7M 58k 28.72
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) 0.2 $1.7M 34k 48.69
Sch Fnd Intl Lg Etf (FNDF) 0.2 $1.6M 56k 28.01
iShares MSCI EAFE Index Fund (EFA) 0.2 $1.5M 24k 65.20
At&t (T) 0.2 $1.5M 39k 37.74
International Business Machines (IBM) 0.2 $1.4M 9.2k 153.85
PowerShares QQQ Trust, Series 1 0.2 $1.4M 10k 137.68
Utilities SPDR (XLU) 0.2 $1.4M 28k 51.97
iShares MSCI EAFE Value Index (EFV) 0.2 $1.4M 27k 51.71
Facebook Inc cl a (META) 0.2 $1.4M 9.2k 150.94
Walt Disney Company (DIS) 0.2 $1.3M 12k 106.26
Merck & Co (MRK) 0.1 $1.2M 19k 64.07
Ishares Tr cmn (GOVT) 0.1 $1.2M 49k 25.25
Pfizer (PFE) 0.1 $1.1M 33k 33.59
Parker-Hannifin Corporation (PH) 0.1 $1.2M 7.3k 159.83
BP (BP) 0.1 $1.1M 31k 34.65
JPMorgan Chase & Co. (JPM) 0.1 $1.1M 12k 91.39
Sherwin-Williams Company (SHW) 0.1 $1.1M 3.0k 350.92
Wabtec Corporation (WAB) 0.1 $1.0M 11k 91.49
Vanguard Total Bond Market ETF (BND) 0.1 $1.0M 12k 81.82
Vanguard Short Term Corporate Bond ETF (VCSH) 0.1 $1.0M 13k 80.04
Vanguard Sht Term Govt Bond ETF (VGSH) 0.1 $1.0M 17k 60.77
Schwab Strategic Tr sht tm us tres (SCHO) 0.1 $1.1M 22k 50.40
Vanguard Emerging Markets ETF (VWO) 0.1 $977k 24k 40.83
SPDR S&P Dividend (SDY) 0.1 $940k 11k 88.87
Vanguard Russell 1000 Value Et (VONV) 0.1 $969k 9.6k 101.19
Alphabet Inc Class C cs (GOOG) 0.1 $991k 1.1k 909.17
Chevron Corporation (CVX) 0.1 $887k 8.5k 104.34
Cisco Systems (CSCO) 0.1 $923k 30k 31.29
Wells Fargo & Company (WFC) 0.1 $856k 15k 55.42
Verizon Communications (VZ) 0.1 $893k 20k 44.63
IQ Hedge Multi-Strategy Tracker (QAI) 0.1 $906k 31k 29.42
Alphabet Inc Class A cs (GOOGL) 0.1 $883k 950.00 929.47
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.1 $881k 18k 48.53
Bank of America Corporation (BAC) 0.1 $796k 33k 24.27
United Parcel Service (UPS) 0.1 $801k 7.2k 110.65
Amgen (AMGN) 0.1 $794k 4.6k 172.27
Starbucks Corporation (SBUX) 0.1 $811k 14k 58.35
Enterprise Products Partners (EPD) 0.1 $832k 31k 27.07
iShares S&P 500 Growth Index (IVW) 0.1 $780k 5.7k 136.91
SPDR Dow Jones Industrial Average ETF (DIA) 0.1 $787k 3.7k 213.34
Nuveen Insd Dividend Advantage (NVG) 0.1 $835k 55k 15.14
Boeing Company (BA) 0.1 $725k 3.7k 197.66
iShares S&P 500 Value Index (IVE) 0.1 $758k 7.2k 104.97
iShares S&P US Pref Stock Idx Fnd (PFF) 0.1 $737k 19k 39.20
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.1 $724k 13k 57.85
3M Company (MMM) 0.1 $614k 2.9k 208.28
Visa (V) 0.1 $626k 6.7k 93.82
iShares Dow Jones US Real Estate (IYR) 0.1 $617k 7.7k 79.80
Taiwan Semiconductor Mfg (TSM) 0.1 $528k 15k 34.99
McDonald's Corporation (MCD) 0.1 $531k 3.5k 153.11
Olin Corporation (OLN) 0.1 $568k 19k 30.28
Altria (MO) 0.1 $600k 8.1k 74.49
ConocoPhillips (COP) 0.1 $572k 13k 43.94
United Technologies Corporation 0.1 $531k 4.4k 122.04
Qualcomm (QCOM) 0.1 $568k 10k 55.24
Celgene Corporation 0.1 $574k 4.4k 129.78
iShares Russell 1000 Growth Index (IWF) 0.1 $580k 4.9k 119.00
Timkensteel (MTUS) 0.1 $557k 36k 15.38
Huntington Bancshares Incorporated (HBAN) 0.1 $510k 38k 13.52
PNC Financial Services (PNC) 0.1 $516k 4.1k 124.79
NVIDIA Corporation (NVDA) 0.1 $483k 3.3k 144.61
PPG Industries (PPG) 0.1 $478k 4.3k 109.94
Automatic Data Processing (ADP) 0.1 $461k 4.5k 102.54
Dow Chemical Company 0.1 $520k 8.2k 63.08
CVS Caremark Corporation (CVS) 0.1 $515k 6.4k 80.39
Honeywell International (HON) 0.1 $469k 3.5k 133.31
Nextera Energy (NEE) 0.1 $477k 3.4k 140.21
Valley National Ban (VLY) 0.1 $500k 42k 11.82
Clorox Company (CLX) 0.1 $472k 3.5k 133.30
Amazon (AMZN) 0.1 $455k 470.00 968.09
Agnico (AEM) 0.1 $470k 10k 45.11
Vanguard Small-Cap Value ETF (VBR) 0.1 $488k 4.0k 122.83
iShares S&P SmallCap 600 Index (IJR) 0.1 $507k 7.2k 70.15
Duke Energy (DUK) 0.1 $470k 5.6k 83.53
Starwood Property Trust (STWD) 0.1 $371k 17k 22.39
Bristol Myers Squibb (BMY) 0.1 $414k 7.4k 55.70
Adobe Systems Incorporated (ADBE) 0.1 $381k 2.7k 141.43
BB&T Corporation 0.1 $372k 8.2k 45.39
eBay (EBAY) 0.1 $423k 12k 34.89
American Electric Power Company (AEP) 0.1 $437k 6.3k 69.52
Accenture (ACN) 0.1 $428k 3.5k 123.66
Sap (SAP) 0.1 $394k 3.8k 104.56
Baidu (BIDU) 0.1 $365k 2.0k 179.01
Northwest Bancshares (NWBI) 0.1 $413k 27k 15.59
Tesla Motors (TSLA) 0.1 $365k 1.0k 362.10
Vanguard REIT ETF (VNQ) 0.1 $409k 4.9k 83.13
Vanguard High Dividend Yield ETF (VYM) 0.1 $374k 4.8k 78.26
Ipath Dow Jones-aig Commodity (DJP) 0.1 $396k 18k 22.68
iShares S&P 1500 Index Fund (ITOT) 0.1 $376k 6.8k 55.42
PowerShares Emerging Markets Sovere 0.1 $395k 14k 29.31
iShares S&P NA Tec. Semi. Idx (SOXX) 0.1 $401k 2.9k 140.21
Banner Corp (BANR) 0.1 $404k 7.1k 56.57
Phillips 66 (PSX) 0.1 $381k 4.6k 82.72
Medtronic (MDT) 0.1 $399k 4.5k 88.77
Comcast Corporation (CMCSA) 0.0 $297k 7.6k 38.87
iShares MSCI Emerging Markets Indx (EEM) 0.0 $297k 7.2k 41.41
MasterCard Incorporated (MA) 0.0 $311k 2.6k 121.29
U.S. Bancorp (USB) 0.0 $350k 6.8k 51.85
American Express Company (AXP) 0.0 $289k 3.4k 84.11
Regeneron Pharmaceuticals (REGN) 0.0 $350k 712.00 491.57
Travelers Companies (TRV) 0.0 $283k 2.2k 126.62
Harris Corporation 0.0 $320k 2.9k 109.07
Cincinnati Financial Corporation (CINF) 0.0 $330k 4.6k 72.37
Becton, Dickinson and (BDX) 0.0 $303k 1.6k 195.36
McKesson Corporation (MCK) 0.0 $316k 1.9k 164.75
Lancaster Colony (LANC) 0.0 $348k 2.8k 122.75
Lockheed Martin Corporation (LMT) 0.0 $356k 1.3k 277.69
Royal Dutch Shell 0.0 $307k 5.6k 54.46
Schlumberger (SLB) 0.0 $285k 4.3k 65.87
Ford Motor Company (F) 0.0 $360k 32k 11.20
Henry Schein (HSIC) 0.0 $317k 1.7k 183.13
Anheuser-Busch InBev NV (BUD) 0.0 $292k 2.6k 110.44
priceline.com Incorporated 0.0 $363k 194.00 1871.13
Seagate Technology Com Stk 0.0 $295k 7.6k 38.74
iShares Russell 1000 Index (IWB) 0.0 $339k 2.5k 135.44
Banco Bilbao Vizcaya Argentaria SA (BBVA) 0.0 $313k 38k 8.35
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.0 $294k 2.7k 108.97
Rockwell Automation (ROK) 0.0 $328k 2.0k 161.90
iShares Russell Midcap Value Index (IWS) 0.0 $351k 4.2k 84.17
Consumer Staples Select Sect. SPDR (XLP) 0.0 $344k 6.3k 54.94
PowerShares Intl. Dividend Achiev. 0.0 $286k 19k 15.34
Claymore/Zacks Multi-Asset Inc Idx 0.0 $313k 15k 20.92
iShares MSCI EAFE Growth Index (EFG) 0.0 $346k 4.7k 73.87
iShares Morningstar Mid Growth Idx (IMCG) 0.0 $285k 1.6k 182.81
Rydex S&P 500 Pure Growth ETF 0.0 $355k 3.8k 94.16
Claymore Exchange-traded Fd gugg crp bd 2017 0.0 $328k 15k 22.58
D Spdr Series Trust (XHE) 0.0 $309k 5.0k 61.31
Flexshares Tr mornstar upstr (GUNR) 0.0 $342k 12k 28.53
Flexshares Tr iboxx 3r targt (TDTT) 0.0 $357k 15k 24.57
Claymore Exchange Trd Fd Tr gug bull2018 e 0.0 $358k 17k 21.22
Abbvie (ABBV) 0.0 $355k 4.9k 72.61
Canadian Natl Ry (CNI) 0.0 $265k 3.3k 81.14
Abbott Laboratories (ABT) 0.0 $266k 5.5k 48.62
Norfolk Southern (NSC) 0.0 $217k 1.8k 121.57
Dominion Resources (D) 0.0 $211k 2.8k 76.67
FirstEnergy (FE) 0.0 $258k 8.9k 29.11
Northrop Grumman Corporation (NOC) 0.0 $223k 868.00 256.91
SYSCO Corporation (SYY) 0.0 $206k 4.1k 50.27
International Paper Company (IP) 0.0 $274k 4.8k 56.53
Emerson Electric (EMR) 0.0 $212k 3.6k 59.52
Raytheon Company 0.0 $220k 1.4k 161.65
Kroger (KR) 0.0 $243k 10k 23.33
Thermo Fisher Scientific (TMO) 0.0 $205k 1.2k 174.47
Gartner (IT) 0.0 $210k 1.7k 123.60
Deere & Company (DE) 0.0 $216k 1.7k 123.85
General Mills (GIS) 0.0 $224k 4.0k 55.38
GlaxoSmithKline 0.0 $281k 6.5k 43.20
Philip Morris International (PM) 0.0 $234k 2.0k 117.59
Praxair 0.0 $210k 1.6k 132.24
Symantec Corporation 0.0 $213k 7.6k 28.19
Target Corporation (TGT) 0.0 $231k 4.4k 52.29
UnitedHealth (UNH) 0.0 $207k 1.1k 185.48
Exelon Corporation (EXC) 0.0 $261k 7.2k 36.04
Shire 0.0 $233k 1.4k 165.01
Buckeye Partners 0.0 $221k 3.5k 63.95
General Dynamics Corporation (GD) 0.0 $253k 1.3k 197.81
Lowe's Companies (LOW) 0.0 $228k 2.9k 77.66
Kellogg Company (K) 0.0 $232k 3.3k 69.57
Advanced Micro Devices (AMD) 0.0 $277k 22k 12.48
Enbridge (ENB) 0.0 $260k 6.5k 39.77
Align Technology (ALGN) 0.0 $264k 1.8k 150.00
UGI Corporation (UGI) 0.0 $239k 4.9k 48.44
Unilever (UL) 0.0 $223k 4.1k 54.06
Fresenius Medical Care AG & Co. (FMS) 0.0 $235k 4.9k 48.27
TransDigm Group Incorporated (TDG) 0.0 $282k 1.1k 268.57
Prospect Capital Corporation (PSEC) 0.0 $237k 29k 8.12
American International (AIG) 0.0 $219k 3.5k 62.66
iShares Russell 2000 Value Index (IWN) 0.0 $214k 1.8k 118.76
iShares Barclays TIPS Bond Fund (TIP) 0.0 $206k 1.8k 113.19
iShares Cohen & Steers Realty Maj. (ICF) 0.0 $267k 2.6k 101.29
iShares Morningstar Large Growth (ILCG) 0.0 $238k 1.7k 139.02
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.0 $261k 2.1k 123.64
SPDR Barclays Capital Convertible SecETF (CWB) 0.0 $208k 4.2k 49.68
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.0 $257k 2.5k 101.62
PowerShares Hgh Yield Corporate Bnd 0.0 $275k 15k 18.99
PowerShares DWA Devld Markt Tech 0.0 $249k 9.7k 25.65
Claymore Exchange Trd Fd Tr gug bull2019 e 0.0 $279k 13k 21.27
Wpp Plc- (WPP) 0.0 $232k 2.2k 105.60
Alibaba Group Holding (BABA) 0.0 $252k 1.8k 141.02
Chubb (CB) 0.0 $224k 1.5k 145.55
Uniti Group Inc Com reit (UNIT) 0.0 $233k 9.3k 25.18
ICICI Bank (IBN) 0.0 $122k 14k 8.96
Danaher Corporation (DHR) 0.0 $200k 2.4k 84.57
Fifth Street Finance 0.0 $137k 28k 4.86
Banco Itau Holding Financeira (ITUB) 0.0 $160k 15k 11.04
BioTime 0.0 $154k 49k 3.14
Retail Properties Of America 0.0 $148k 12k 12.22
Viewray (VRAYQ) 0.0 $162k 25k 6.48
Colony Northstar 0.0 $153k 11k 14.07
Gold Fields (GFI) 0.0 $79k 23k 3.50
Natuzzi, S.p.A 0.0 $42k 16k 2.62
Asa (ASA) 0.0 $117k 10k 11.70
Klondex Mines 0.0 $41k 12k 3.35
Sirius Xm Holdings (SIRI) 0.0 $65k 12k 5.51
Windstream Holdings 0.0 $60k 15k 3.91
Alaska Communications Systems 0.0 $28k 13k 2.24
Stanley Furniture 0.0 $14k 12k 1.17
Enserv 0.0 $3.0k 10k 0.30
Perma-fix Env. (PESI) 0.0 $40k 11k 3.64
Nanoviricides 0.0 $24k 18k 1.36