Sequoia Financial Advisors

Sequoia Financial Advisors as of Dec. 31, 2017

Portfolio Holdings for Sequoia Financial Advisors

Sequoia Financial Advisors holds 308 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core Intl Stock Etf core (IXUS) 10.4 $99M 1.6M 63.08
Vanguard Total Stock Market ETF (VTI) 8.4 $79M 578k 137.25
Spdr Index Shs Fds s^p global nat res (GNR) 7.7 $73M 1.5M 49.07
SPDR Dow Jones Global Real Estate (RWO) 6.0 $57M 1.2M 48.80
Apple (AAPL) 3.7 $35M 206k 169.23
Vanguard Scottsdale Fds vng rus1000grw (VONG) 3.3 $31M 226k 138.03
iShares Lehman Aggregate Bond (AGG) 2.9 $28M 255k 109.33
Rydex S&P Equal Weight ETF 2.4 $23M 227k 101.03
iShares S&P Natl AMTFr Mncpl Bd (MUB) 1.9 $18M 166k 110.74
Schwab Strategic Tr us lrg cap etf (SCHX) 1.7 $16M 247k 63.78
SPDR MSCI ACWI ex-US (CWI) 1.6 $15M 393k 39.00
SPDR FTSE/Macquarie Global Infra (GII) 1.6 $15M 291k 51.80
First Trust DJ Internet Index Fund (FDN) 1.4 $14M 123k 109.88
wisdomtreetrusdivd.. (DGRW) 1.4 $13M 324k 41.43
Berkshire Hathaway (BRK.B) 1.3 $12M 61k 198.22
Intuit (INTU) 1.2 $12M 74k 157.78
Industrial SPDR (XLI) 1.2 $12M 153k 75.67
Nike (NKE) 1.1 $11M 170k 62.55
Brookfield Infrastructure Part (BIP) 1.1 $10M 223k 44.81
D Spdr Index Shs Fds (SPGM) 1.1 $10M 127k 78.86
Ishares Inc core msci emkt (IEMG) 0.8 $7.2M 127k 56.90
C.H. Robinson Worldwide (CHRW) 0.7 $6.9M 78k 89.09
Weyerhaeuser Company (WY) 0.7 $6.7M 189k 35.26
Wal-Mart Stores (WMT) 0.7 $6.5M 65k 98.76
Gilead Sciences (GILD) 0.7 $6.4M 90k 71.64
Schwab Strategic Tr us aggregate b (SCHZ) 0.7 $6.4M 124k 52.04
Intel Corporation (INTC) 0.7 $6.3M 136k 46.16
Schwab International Equity ETF (SCHF) 0.7 $6.2M 182k 34.07
Interactive Brokers (IBKR) 0.6 $5.9M 100k 59.21
Morgan Stanley (MS) 0.6 $5.8M 110k 52.47
Valero Energy Corporation (VLO) 0.6 $5.7M 63k 91.91
PowerShares Preferred Portfolio 0.6 $5.7M 385k 14.86
Citigroup (C) 0.6 $5.5M 74k 74.41
Oracle Corporation (ORCL) 0.6 $5.4M 114k 47.28
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.6 $5.3M 44k 121.56
Jp Morgan Alerian Mlp Index 0.6 $5.3M 191k 27.47
Schwab Strategic Tr cmn (SCHV) 0.6 $5.2M 96k 54.67
AFLAC Incorporated (AFL) 0.5 $5.2M 59k 87.78
Lazard Ltd-cl A shs a 0.5 $5.0M 96k 52.50
CenturyLink 0.5 $4.8M 287k 16.68
iShares S&P 500 Index (IVV) 0.5 $4.8M 18k 268.84
Carnival Corporation (CCL) 0.5 $4.6M 70k 66.36
Williams-Sonoma (WSM) 0.5 $4.5M 88k 51.70
Biogen Idec (BIIB) 0.5 $4.4M 14k 318.58
Microsoft Corporation (MSFT) 0.5 $4.4M 51k 85.53
Spdr S&p 500 Etf (SPY) 0.5 $4.2M 16k 266.88
Hanesbrands (HBI) 0.5 $4.3M 205k 20.91
Monsanto Company 0.4 $4.1M 35k 116.79
Tapestry (TPR) 0.4 $4.1M 93k 44.23
Amdocs Ltd ord (DOX) 0.4 $4.0M 61k 65.48
iShares Russell 2000 Index (IWM) 0.4 $3.9M 26k 152.46
Schwab U S Small Cap ETF (SCHA) 0.4 $3.9M 55k 69.74
Schwab U S Large Cap Growth ETF (SCHG) 0.4 $3.6M 51k 70.71
Facebook Inc cl a (META) 0.4 $3.6M 21k 176.44
SPDR Gold Trust (GLD) 0.4 $3.5M 28k 123.64
Schwab Intl Small Cap Equity ETF (SCHC) 0.4 $3.5M 95k 36.63
Vanguard Mid-Cap ETF (VO) 0.4 $3.4M 22k 154.78
Schwab Emerging Markets Equity ETF (SCHE) 0.4 $3.4M 122k 27.94
Pepsi (PEP) 0.3 $3.3M 27k 119.90
Vanguard Mortgage Bkd Sects ETF (VMBS) 0.3 $3.3M 63k 52.43
Vanguard FTSE All-World ex-US ETF (VEU) 0.3 $3.2M 59k 54.72
Exxon Mobil Corporation (XOM) 0.3 $3.1M 37k 83.65
T. Rowe Price (TROW) 0.3 $3.1M 30k 104.93
iShares MSCI ACWI Index Fund (ACWI) 0.3 $3.0M 42k 72.09
iShares Russell 1000 Value Index (IWD) 0.3 $3.0M 25k 119.41
Home Depot (HD) 0.3 $2.9M 15k 189.51
Schwab Strategic Tr intrm trm (SCHR) 0.3 $2.7M 51k 53.32
Dollar Tree (DLTR) 0.3 $2.6M 24k 107.31
Alibaba Group Holding (BABA) 0.3 $2.5M 14k 172.42
Penn National Gaming (PENN) 0.2 $2.3M 75k 31.33
Johnson & Johnson (JNJ) 0.2 $2.3M 16k 139.72
Aetna 0.2 $2.3M 13k 180.40
United Community Financial 0.2 $2.3M 248k 9.13
Procter & Gamble Company (PG) 0.2 $2.1M 23k 91.89
Centene Corporation (CNC) 0.2 $2.1M 21k 100.90
iShares S&P MidCap 400 Index (IJH) 0.2 $2.2M 11k 189.82
iShares MSCI EAFE Index Fund (EFA) 0.2 $2.0M 29k 70.33
Sch Us Mid-cap Etf etf (SCHM) 0.2 $2.0M 38k 53.27
J.M. Smucker Company (SJM) 0.2 $1.9M 15k 124.26
iShares S&P 500 Growth Index (IVW) 0.2 $1.9M 12k 152.76
inv grd crp bd (CORP) 0.2 $1.9M 18k 105.67
Wisdomtree Tr brclys us aggr (AGGY) 0.2 $1.9M 37k 50.72
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) 0.2 $1.9M 39k 48.96
Ishares Tr cmn (GOVT) 0.2 $1.8M 70k 25.08
Sch Fnd Intl Lg Etf (FNDF) 0.2 $1.7M 56k 30.39
JPMorgan Chase & Co. (JPM) 0.2 $1.6M 15k 106.96
PowerShares QQQ Trust, Series 1 0.2 $1.6M 10k 155.75
Vodafone Group New Adr F (VOD) 0.2 $1.6M 51k 31.90
Chevron Corporation (CVX) 0.2 $1.5M 12k 125.23
Parker-Hannifin Corporation (PH) 0.2 $1.5M 7.4k 199.65
Walt Disney Company (DIS) 0.1 $1.4M 13k 107.54
At&t (T) 0.1 $1.5M 37k 38.88
Sherwin-Williams Company (SHW) 0.1 $1.4M 3.5k 409.93
International Business Machines (IBM) 0.1 $1.5M 9.5k 153.39
BP (BP) 0.1 $1.3M 32k 42.04
Boeing Company (BA) 0.1 $1.4M 4.7k 294.98
Utilities SPDR (XLU) 0.1 $1.3M 25k 52.67
Vanguard Russell 1000 Value Et (VONV) 0.1 $1.4M 13k 108.54
Bank of America Corporation (BAC) 0.1 $1.2M 41k 29.52
iShares S&P SmallCap 600 Index (IJR) 0.1 $1.3M 17k 76.80
Vanguard Emerging Markets ETF (VWO) 0.1 $1.2M 27k 45.91
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.1 $1.2M 19k 64.51
Alphabet Inc Class C cs (GOOG) 0.1 $1.2M 1.2k 1046.47
Cisco Systems (CSCO) 0.1 $1.2M 31k 38.31
Merck & Co (MRK) 0.1 $1.2M 21k 56.28
Vanguard Total Bond Market ETF (BND) 0.1 $1.2M 14k 81.59
Vanguard Short Term Corporate Bond ETF (VCSH) 0.1 $1.2M 15k 79.30
Schwab Strategic Tr sht tm us tres (SCHO) 0.1 $1.1M 23k 50.04
Alphabet Inc Class A cs (GOOGL) 0.1 $1.2M 1.1k 1053.38
Pfizer (PFE) 0.1 $1.0M 28k 36.24
General Electric Company 0.1 $1.0M 59k 17.44
Lincoln Electric Holdings (LECO) 0.1 $1.1M 12k 91.60
Verizon Communications (VZ) 0.1 $1.0M 19k 52.93
Enterprise Products Partners (EPD) 0.1 $1.0M 38k 26.51
Total System Services 0.1 $924k 12k 79.12
iShares MSCI EAFE Value Index (EFV) 0.1 $914k 17k 55.21
IQ Hedge Multi-Strategy Tracker (QAI) 0.1 $932k 31k 30.45
United Parcel Service (UPS) 0.1 $882k 7.4k 119.09
3M Company (MMM) 0.1 $845k 3.6k 235.31
Wells Fargo & Company (WFC) 0.1 $848k 14k 60.66
Amgen (AMGN) 0.1 $832k 4.8k 173.88
Starbucks Corporation (SBUX) 0.1 $822k 14k 57.47
Wabtec Corporation (WAB) 0.1 $851k 11k 81.41
SPDR Dow Jones Industrial Average ETF (DIA) 0.1 $808k 3.3k 247.47
iShares S&P US Pref Stock Idx Fnd (PFF) 0.1 $877k 23k 38.07
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.1 $895k 19k 47.91
Two Hbrs Invt Corp Com New reit 0.1 $843k 52k 16.26
McDonald's Corporation (MCD) 0.1 $736k 4.3k 172.20
Yum! Brands (YUM) 0.1 $739k 9.1k 81.60
Amazon (AMZN) 0.1 $765k 654.00 1169.72
SPDR S&P MidCap 400 ETF (MDY) 0.1 $743k 2.2k 345.58
SPDR S&P Dividend (SDY) 0.1 $736k 7.8k 94.50
Dowdupont 0.1 $744k 10k 71.26
Coca-Cola Company (KO) 0.1 $658k 14k 45.90
Olin Corporation (OLN) 0.1 $667k 19k 35.55
Altria (MO) 0.1 $625k 8.7k 71.45
United Technologies Corporation 0.1 $633k 5.0k 127.60
Visa (V) 0.1 $650k 5.7k 114.08
iShares Russell 1000 Growth Index (IWF) 0.1 $656k 4.9k 134.59
iShares Dow Jones US Real Estate (IYR) 0.1 $668k 8.3k 80.97
PowerShares FTSE RAFI US 1000 0.1 $682k 6.0k 113.61
Vanguard Sht Term Govt Bond ETF (VGSH) 0.1 $634k 11k 60.24
Phillips 66 (PSX) 0.1 $639k 6.3k 101.20
Huntington Bancshares Incorporated (HBAN) 0.1 $556k 38k 14.57
Taiwan Semiconductor Mfg (TSM) 0.1 $531k 13k 39.65
MasterCard Incorporated (MA) 0.1 $553k 3.7k 151.26
PNC Financial Services (PNC) 0.1 $602k 4.2k 144.23
Automatic Data Processing (ADP) 0.1 $536k 4.6k 117.18
CVS Caremark Corporation (CVS) 0.1 $581k 8.0k 72.50
Honeywell International (HON) 0.1 $585k 3.8k 153.30
Nextera Energy (NEE) 0.1 $610k 3.9k 156.25
American Electric Power Company (AEP) 0.1 $535k 7.3k 73.51
Qualcomm (QCOM) 0.1 $599k 9.4k 63.98
Ford Motor Company (F) 0.1 $614k 49k 12.49
Lowe's Companies (LOW) 0.1 $588k 6.3k 92.88
Clorox Company (CLX) 0.1 $542k 3.6k 148.82
iShares S&P 500 Value Index (IVE) 0.1 $563k 4.9k 114.20
iShares S&P 1500 Index Fund (ITOT) 0.1 $598k 9.8k 61.16
Duke Energy (DUK) 0.1 $532k 6.3k 84.16
Timkensteel (MTUS) 0.1 $543k 36k 15.19
Medtronic (MDT) 0.1 $530k 6.6k 80.72
iShares MSCI Emerging Markets Indx (EEM) 0.1 $497k 11k 47.10
American Express Company (AXP) 0.1 $503k 5.1k 99.31
Bristol Myers Squibb (BMY) 0.1 $485k 7.9k 61.23
PPG Industries (PPG) 0.1 $485k 4.1k 116.90
Adobe Systems Incorporated (ADBE) 0.1 $467k 2.7k 175.17
Lockheed Martin Corporation (LMT) 0.1 $521k 1.6k 320.81
BB&T Corporation 0.1 $460k 9.2k 49.75
eBay (EBAY) 0.1 $454k 12k 37.73
Schlumberger (SLB) 0.1 $445k 6.6k 67.35
Accenture (ACN) 0.1 $489k 3.2k 153.15
Celgene Corporation 0.1 $435k 4.2k 104.44
Agnico (AEM) 0.1 $481k 10k 46.16
TransDigm Group Incorporated (TDG) 0.1 $486k 1.8k 274.73
Magellan Midstream Partners 0.1 $497k 7.0k 71.01
iShares Russell Midcap Value Index (IWS) 0.1 $430k 4.8k 89.21
Vanguard Small-Cap Value ETF (VBR) 0.1 $510k 3.8k 132.71
Vanguard High Dividend Yield ETF (VYM) 0.1 $455k 5.3k 85.69
Nuveen Insd Dividend Advantage (NVG) 0.1 $462k 30k 15.44
Abbvie (ABBV) 0.1 $482k 5.0k 96.73
Comcast Corporation (CMCSA) 0.0 $412k 10k 40.01
U.S. Bancorp (USB) 0.0 $355k 6.6k 53.59
Abbott Laboratories (ABT) 0.0 $372k 6.5k 57.10
Cincinnati Financial Corporation (CINF) 0.0 $373k 5.0k 75.04
Becton, Dickinson and (BDX) 0.0 $355k 1.7k 214.11
Lancaster Colony (MZTI) 0.0 $362k 2.8k 129.19
ConocoPhillips (COP) 0.0 $427k 7.8k 54.83
Royal Dutch Shell 0.0 $392k 5.7k 68.22
Target Corporation (TGT) 0.0 $347k 5.3k 65.18
UnitedHealth (UNH) 0.0 $374k 1.7k 220.39
General Dynamics Corporation (GD) 0.0 $355k 1.7k 203.56
Sap (SAP) 0.0 $427k 3.8k 112.49
Valley National Ban (VLY) 0.0 $425k 38k 11.23
Vanguard Short-Term Bond ETF (BSV) 0.0 $354k 4.5k 79.07
priceline.com Incorporated 0.0 $339k 195.00 1738.46
Cedar Fair 0.0 $424k 6.5k 65.02
Baidu (BIDU) 0.0 $417k 1.8k 234.27
iShares Russell 1000 Index (IWB) 0.0 $427k 2.9k 148.57
Northwest Bancshares (NWBI) 0.0 $376k 23k 16.72
Rockwell Automation (ROK) 0.0 $422k 2.1k 196.55
Consumer Staples Select Sect. SPDR (XLP) 0.0 $371k 6.5k 56.90
Consumer Discretionary SPDR (XLY) 0.0 $333k 3.4k 98.75
Vanguard REIT ETF (VNQ) 0.0 $419k 5.1k 82.97
Ipath Dow Jones-aig Commodity (DJP) 0.0 $420k 17k 24.39
PowerShares Emerging Markets Sovere 0.0 $398k 14k 29.58
Claymore/Zacks Multi-Asset Inc Idx 0.0 $335k 15k 22.39
iShares MSCI EAFE Growth Index (EFG) 0.0 $378k 4.7k 80.70
iShares Dow Jones US Aerospace & Def.ETF (ITA) 0.0 $389k 2.1k 187.92
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.0 $391k 3.9k 101.45
Rydex Etf Trust equity 0.0 $366k 8.3k 44.10
Banner Corp (BANR) 0.0 $394k 7.1k 55.17
Claymore Exchange Trd Fd Tr gug bull2018 e 0.0 $356k 17k 21.10
Yum China Holdings (YUMC) 0.0 $357k 8.9k 40.02
Canadian Natl Ry (CNI) 0.0 $264k 3.2k 82.65
Waste Management (WM) 0.0 $278k 3.2k 86.15
Norfolk Southern (NSC) 0.0 $259k 1.8k 144.94
Dominion Resources (D) 0.0 $311k 3.8k 81.07
FirstEnergy (FE) 0.0 $241k 7.9k 30.65
NVIDIA Corporation (NVDA) 0.0 $264k 1.4k 193.41
SYSCO Corporation (SYY) 0.0 $261k 4.3k 60.73
Travelers Companies (TRV) 0.0 $276k 2.0k 135.43
Harris Corporation 0.0 $253k 1.8k 141.90
International Paper Company (IP) 0.0 $272k 4.7k 58.05
Emerson Electric (EMR) 0.0 $257k 3.7k 69.63
Analog Devices (ADI) 0.0 $248k 2.8k 88.92
Raytheon Company 0.0 $332k 1.8k 187.78
Thermo Fisher Scientific (TMO) 0.0 $245k 1.3k 189.92
McKesson Corporation (MCK) 0.0 $299k 1.9k 155.89
Deere & Company (DE) 0.0 $278k 1.8k 156.53
Praxair 0.0 $254k 1.6k 154.41
Exelon Corporation (EXC) 0.0 $238k 6.0k 39.35
Shire 0.0 $266k 1.7k 155.19
Enbridge (ENB) 0.0 $289k 7.4k 39.14
Key (KEY) 0.0 $311k 15k 20.20
Seagate Technology Com Stk 0.0 $260k 6.2k 41.84
Macquarie Infrastructure Company 0.0 $271k 4.2k 64.22
Align Technology (ALGN) 0.0 $274k 1.2k 222.22
Banco Bilbao Vizcaya Argentaria SA (BBVA) 0.0 $313k 37k 8.51
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.0 $290k 2.8k 103.61
Fresenius Medical Care AG & Co. (FMS) 0.0 $252k 4.8k 52.63
American International (AIG) 0.0 $256k 4.3k 59.62
Tesla Motors (TSLA) 0.0 $323k 1.0k 310.88
Vanguard Dividend Appreciation ETF (VIG) 0.0 $315k 3.1k 101.97
iShares Cohen & Steers Realty Maj. (ICF) 0.0 $278k 2.7k 101.50
O'reilly Automotive (ORLY) 0.0 $315k 1.3k 240.27
iShares Morningstar Large Growth (ILCG) 0.0 $268k 1.7k 156.54
Rydex S&P 500 Pure Growth ETF 0.0 $303k 2.9k 104.95
D Spdr Series Trust (XHE) 0.0 $325k 5.0k 64.48
Flexshares Tr mornstar upstr (GUNR) 0.0 $319k 9.6k 33.31
Spdr Ser Tr cmn (FLRN) 0.0 $262k 8.6k 30.64
Us Silica Hldgs (SLCA) 0.0 $286k 8.8k 32.59
Claymore Exchange Trd Fd Tr gug bull2019 e 0.0 $277k 13k 21.12
Paypal Holdings (PYPL) 0.0 $292k 4.0k 73.53
Chubb (CB) 0.0 $248k 1.7k 146.23
Myomo 0.0 $257k 69k 3.75
Annaly Capital Management 0.0 $200k 17k 11.91
Starwood Property Trust (STWD) 0.0 $223k 10k 21.35
Suntrust Banks Inc $1.00 Par Cmn 0.0 $212k 3.3k 64.54
Caterpillar (CAT) 0.0 $228k 1.4k 157.46
Eli Lilly & Co. (LLY) 0.0 $231k 2.7k 84.40
American Eagle Outfitters (AEO) 0.0 $189k 10k 18.78
Northrop Grumman Corporation (NOC) 0.0 $219k 715.00 306.29
Kroger (KR) 0.0 $227k 8.3k 27.42
Novartis (NVS) 0.0 $205k 2.4k 83.84
Allstate Corporation (ALL) 0.0 $228k 2.2k 104.59
Colgate-Palmolive Company (CL) 0.0 $219k 2.9k 75.31
GlaxoSmithKline 0.0 $232k 6.5k 35.50
Philip Morris International (PM) 0.0 $234k 2.2k 105.60
Symantec Corporation 0.0 $219k 7.8k 28.05
Danaher Corporation (DHR) 0.0 $220k 2.4k 93.02
Southern Company (SO) 0.0 $215k 4.5k 48.04
Illinois Tool Works (ITW) 0.0 $222k 1.3k 166.79
Kellogg Company (K) 0.0 $227k 3.3k 68.07
Banco Itau Holding Financeira (ITUB) 0.0 $185k 14k 12.98
Nordson Corporation (NDSN) 0.0 $213k 1.5k 146.59
UGI Corporation (UGI) 0.0 $232k 4.9k 47.02
Unilever 0.0 $213k 3.8k 55.47
Technology SPDR (XLK) 0.0 $202k 3.2k 63.86
iShares Russell Midcap Index Fund (IWR) 0.0 $230k 1.1k 208.14
iShares Russell 2000 Value Index (IWN) 0.0 $227k 1.8k 125.97
Vanguard Europe Pacific ETF (VEA) 0.0 $214k 4.8k 44.76
iShares Lehman MBS Bond Fund (MBB) 0.0 $228k 2.1k 106.49
iShares Barclays TIPS Bond Fund (TIP) 0.0 $208k 1.8k 114.29
SPDR Barclays Capital Convertible SecETF (CWB) 0.0 $212k 4.2k 50.63
PowerShares DWA Devld Markt Tech 0.0 $236k 8.5k 27.64
Spdr Index Shs Fds stoxx eur 50 etf (SPEU) 0.0 $207k 5.8k 35.87
Farmers Natl Banc Corp (FMNB) 0.0 $150k 10k 14.72
Xylem (XYL) 0.0 $205k 3.0k 68.06
Flexshares Tr iboxx 3r targt (TDTT) 0.0 $234k 9.6k 24.30
Retail Properties Of America 0.0 $163k 12k 13.46
Washington Prime (WB) 0.0 $203k 2.0k 103.41
Ferrari Nv Ord (RACE) 0.0 $210k 2.0k 105.00
ICICI Bank (IBN) 0.0 $129k 13k 9.74
Gold Fields (GFI) 0.0 $97k 23k 4.29
Rite Aid Corporation 0.0 $101k 51k 1.97
Asa (ASA) 0.0 $113k 10k 11.30
BioTime 0.0 $105k 49k 2.14
Athersys 0.0 $51k 28k 1.82
Sirius Xm Holdings 0.0 $63k 12k 5.34
Alder Biopharmaceuticals 0.0 $132k 12k 11.48
Natuzzi, S.p.A 0.0 $26k 16k 1.62
Alaska Communications Systems 0.0 $34k 13k 2.72
Stanley Furniture 0.0 $10k 12k 0.83
Emerson Radio (MSN) 0.0 $19k 13k 1.49
Klondex Mines 0.0 $32k 12k 2.61
Perma-fix Env. (PESI) 0.0 $40k 11k 3.64
Nanoviricides 0.0 $15k 18k 0.85
Evine Live Inc cl a 0.0 $17k 12k 1.42