Sequoia Financial Advisors

Sequoia Financial Advisors as of Dec. 31, 2018

Portfolio Holdings for Sequoia Financial Advisors

Sequoia Financial Advisors holds 298 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core Intl Stock Etf core (IXUS) 10.5 $91M 1.7M 52.53
Vanguard Total Stock Market ETF (VTI) 9.7 $84M 658k 127.63
SPDR Dow Jones Global Real Estate (RWO) 7.0 $60M 1.4M 44.26
SPDR FTSE/Macquarie Global Infra (GII) 5.7 $50M 1.1M 45.13
Vanguard Scottsdale Fds vng rus1000grw (VONG) 4.0 $35M 258k 134.49
iShares Lehman Aggregate Bond (AGG) 3.5 $30M 281k 106.49
Spdr Index Shs Fds s^p global nat res (GNR) 2.7 $24M 573k 41.24
Invesco S&p 500 Equal Weight Etf (RSP) 2.3 $20M 216k 91.40
Schwab Intl Small Cap Equity ETF (SCHC) 2.3 $20M 672k 29.10
iShares S&P Natl AMTFr Mncpl Bd (MUB) 2.2 $19M 176k 109.04
SPDR MSCI ACWI ex-US (CWI) 1.8 $16M 476k 32.74
Schwab Strategic Tr us lrg cap etf (SCHX) 1.8 $15M 258k 59.70
Apple (AAPL) 1.7 $15M 95k 157.74
Berkshire Hathaway (BRK.B) 1.4 $12M 59k 204.18
wisdomtreetrusdivd.. (DGRW) 1.3 $12M 301k 38.33
Schwab Strategic Tr us aggregate b (SCHZ) 1.3 $11M 221k 50.59
Microsoft Corporation (MSFT) 1.2 $10M 100k 101.57
First Trust DJ Internet Index Fund (FDN) 1.2 $10M 88k 116.66
D Spdr Index Shs Fds (SPGM) 1.0 $8.9M 128k 69.62
Industrial SPDR (XLI) 1.0 $8.3M 129k 64.41
Schwab Emerging Markets Equity ETF (SCHE) 0.9 $7.9M 335k 23.53
Brookfield Infrastructure Part (BIP) 0.8 $6.9M 199k 34.53
Pgx etf (PGX) 0.8 $6.7M 500k 13.47
Wal-Mart Stores (WMT) 0.7 $6.3M 67k 93.16
Schwab Strategic Tr cmn (SCHV) 0.7 $6.1M 124k 49.29
Ishares Inc core msci emkt (IEMG) 0.7 $6.2M 131k 47.15
Amazon (AMZN) 0.7 $6.0M 4.0k 1501.88
Schwab Strategic Tr intrm trm (SCHR) 0.7 $5.7M 108k 52.95
salesforce (CRM) 0.6 $5.5M 40k 136.96
iShares Russell 1000 Value Index (IWD) 0.6 $5.3M 48k 111.05
Alphabet Inc Class C cs (GOOG) 0.6 $5.3M 5.1k 1035.64
Centene Corporation (CNC) 0.6 $4.9M 42k 115.29
inv grd crp bd (CORP) 0.6 $5.0M 50k 99.04
iShares S&P 500 Index (IVV) 0.5 $4.7M 19k 251.61
Discovery Communications 0.5 $4.7M 202k 23.08
American Express Company (AXP) 0.5 $4.6M 49k 95.33
Wisdomtree Tr brclys us aggr (AGGY) 0.5 $4.6M 96k 48.22
Servicenow (NOW) 0.5 $4.4M 25k 178.06
iShares Russell 2000 Index (IWM) 0.5 $4.4M 33k 133.91
Spdr S&p 500 Etf (SPY) 0.5 $4.2M 17k 249.93
SPDR Gold Trust (GLD) 0.5 $4.2M 35k 121.25
Alibaba Group Holding (BABA) 0.5 $4.1M 30k 137.06
CVS Caremark Corporation (CVS) 0.5 $4.1M 62k 65.52
Marathon Petroleum Corp (MPC) 0.5 $4.1M 69k 59.02
Cbre Group Inc Cl A (CBRE) 0.5 $4.0M 100k 40.04
Carnival Corporation (CCL) 0.4 $3.8M 77k 49.30
Allegheny Technologies Incorporated (ATI) 0.4 $3.8M 173k 21.77
Schwab U S Large Cap Growth ETF (SCHG) 0.4 $3.7M 54k 68.92
Laboratory Corp. of America Holdings (LH) 0.4 $3.5M 28k 126.36
Weyerhaeuser Company (WY) 0.4 $3.5M 162k 21.86
Schwab U S Small Cap ETF (SCHA) 0.4 $3.6M 59k 60.67
Vanguard Mid-Cap ETF (VO) 0.4 $3.3M 24k 138.17
Schwab International Equity ETF (SCHF) 0.3 $3.0M 107k 28.35
Pepsi (PEP) 0.3 $2.8M 26k 110.49
Vanguard FTSE All-World ex-US ETF (VEU) 0.3 $2.8M 62k 45.57
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.3 $2.8M 25k 112.80
Home Depot (HD) 0.3 $2.7M 16k 171.83
Invesco Qqq Trust Series 1 (QQQ) 0.3 $2.6M 17k 154.23
Vanguard Mortgage Bkd Sects ETF (VMBS) 0.3 $2.5M 49k 51.48
United Community Financial 0.3 $2.4M 276k 8.85
iShares MSCI ACWI Index Fund (ACWI) 0.3 $2.4M 38k 64.16
Schwab Strategic Tr sht tm us tres (SCHO) 0.3 $2.4M 47k 49.91
Johnson & Johnson (JNJ) 0.3 $2.3M 18k 129.08
Procter & Gamble Company (PG) 0.3 $2.2M 24k 91.92
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.3 $2.2M 22k 100.93
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) 0.3 $2.2M 46k 48.13
iShares MSCI EAFE Index Fund (EFA) 0.2 $2.2M 37k 58.79
iShares S&P MidCap 400 Index (IJH) 0.2 $2.0M 12k 166.07
Boeing Company (BA) 0.2 $1.9M 5.8k 322.52
C.H. Robinson Worldwide (CHRW) 0.2 $1.9M 22k 84.11
Gilead Sciences (GILD) 0.2 $1.8M 29k 62.53
Sch Us Mid-cap Etf etf (SCHM) 0.2 $1.8M 37k 47.94
Exxon Mobil Corporation (XOM) 0.2 $1.7M 25k 68.21
Sherwin-Williams Company (SHW) 0.2 $1.7M 4.4k 393.38
Intel Corporation (INTC) 0.2 $1.7M 37k 46.92
Ishares Tr cmn (GOVT) 0.2 $1.8M 72k 24.65
J.M. Smucker Company (SJM) 0.2 $1.6M 18k 93.48
iShares S&P 500 Growth Index (IVW) 0.2 $1.6M 11k 150.69
JPMorgan Chase & Co. (JPM) 0.2 $1.5M 16k 97.61
Vanguard Russell 1000 Value Et (VONV) 0.2 $1.6M 16k 97.09
Cisco Systems (CSCO) 0.2 $1.5M 34k 43.33
Merck & Co (MRK) 0.2 $1.4M 19k 76.42
Walt Disney Company (DIS) 0.2 $1.4M 13k 109.68
United Parcel Service (UPS) 0.2 $1.4M 14k 97.51
At&t (T) 0.2 $1.3M 47k 28.55
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.2 $1.4M 13k 105.43
Facebook Inc cl a (META) 0.2 $1.4M 10k 131.11
Sch Fnd Intl Lg Etf (FNDF) 0.2 $1.4M 54k 25.22
Alphabet Inc Class A cs (GOOGL) 0.2 $1.3M 1.3k 1044.96
Pfizer (PFE) 0.1 $1.3M 29k 43.65
Vanguard Total Bond Market ETF (BND) 0.1 $1.3M 17k 79.22
Verizon Communications (VZ) 0.1 $1.2M 22k 56.24
Amgen (AMGN) 0.1 $1.2M 6.4k 194.66
iShares S&P SmallCap 600 Index (IJR) 0.1 $1.2M 18k 69.32
Vanguard Emerging Markets ETF (VWO) 0.1 $1.2M 31k 38.10
Parker-Hannifin Corporation (PH) 0.1 $1.1M 7.4k 149.10
Utilities SPDR (XLU) 0.1 $1.2M 22k 52.94
BP (BP) 0.1 $1.1M 28k 37.94
Chevron Corporation (CVX) 0.1 $1.0M 9.5k 108.81
3M Company (MMM) 0.1 $1.0M 5.3k 190.58
Starbucks Corporation (SBUX) 0.1 $1.0M 16k 64.42
Oracle Corporation (ORCL) 0.1 $995k 22k 45.15
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.1 $1.0M 20k 51.84
MasterCard Incorporated (MA) 0.1 $942k 5.0k 188.66
Lincoln Electric Holdings (LECO) 0.1 $956k 12k 78.85
Invesco Dwa Developed Markets Momentum Etf etf (PIZ) 0.1 $936k 41k 22.97
Total System Services 0.1 $853k 11k 81.31
Bank of America Corporation (BAC) 0.1 $898k 36k 24.64
Yum! Brands (YUM) 0.1 $836k 9.1k 91.95
Visa (V) 0.1 $875k 6.6k 131.90
Enterprise Products Partners (EPD) 0.1 $888k 36k 24.60
SPDR Dow Jones Industrial Average ETF (DIA) 0.1 $862k 3.7k 233.10
iShares S&P US Pref Stock Idx Fnd (PFF) 0.1 $865k 25k 34.24
iShares FTSE NAREIT Real Est 50 Ind (USRT) 0.1 $836k 19k 44.85
Vodafone Group New Adr F (VOD) 0.1 $836k 43k 19.28
Dowdupont 0.1 $831k 16k 53.48
McDonald's Corporation (MCD) 0.1 $773k 4.4k 177.46
International Business Machines (IBM) 0.1 $797k 7.0k 113.71
iShares S&P 1500 Index Fund (ITOT) 0.1 $788k 14k 56.79
Abbvie (ABBV) 0.1 $763k 8.3k 92.15
Nike (NKE) 0.1 $675k 9.1k 74.14
Vanguard Short-Term Bond ETF (BSV) 0.1 $686k 8.7k 78.61
SPDR S&P MidCap 400 ETF (MDY) 0.1 $676k 2.2k 302.46
iShares Dow Jones US Real Estate (IYR) 0.1 $665k 8.9k 74.91
SPDR S&P Dividend (SDY) 0.1 $706k 7.9k 89.50
IQ Hedge Multi-Strategy Tracker (QAI) 0.1 $690k 24k 28.86
PNC Financial Services (PNC) 0.1 $611k 5.2k 116.92
Coca-Cola Company (KO) 0.1 $586k 12k 47.32
United Technologies Corporation 0.1 $625k 5.9k 106.49
Accenture (ACN) 0.1 $569k 4.0k 140.95
TransDigm Group Incorporated (TDG) 0.1 $602k 1.8k 340.31
iShares Russell 1000 Growth Index (IWF) 0.1 $641k 4.9k 130.84
iShares MSCI EAFE Value Index (EFV) 0.1 $645k 14k 45.22
Huntington Bancshares Incorporated (HBAN) 0.1 $485k 41k 11.92
iShares MSCI Emerging Markets Indx (EEM) 0.1 $532k 14k 39.08
Abbott Laboratories (ABT) 0.1 $520k 7.2k 72.39
Wells Fargo & Company (WFC) 0.1 $558k 12k 46.04
Automatic Data Processing (ADP) 0.1 $550k 4.2k 131.05
Thermo Fisher Scientific (TMO) 0.1 $487k 2.2k 223.91
Honeywell International (HON) 0.1 $556k 4.2k 132.13
Nextera Energy (NEE) 0.1 $555k 3.2k 173.71
American Electric Power Company (AEP) 0.1 $502k 6.7k 74.68
Qualcomm (QCOM) 0.1 $512k 9.0k 56.86
Lowe's Companies (LOW) 0.1 $555k 6.0k 92.36
Clorox Company (CLX) 0.1 $561k 3.6k 154.08
Cedar Fair (FUN) 0.1 $484k 10k 47.27
Vanguard Health Care ETF (VHT) 0.1 $544k 3.4k 160.61
Phillips 66 (PSX) 0.1 $555k 6.4k 86.13
Duke Energy (DUK) 0.1 $494k 5.7k 86.38
Bristol Myers Squibb (BMY) 0.1 $434k 8.4k 51.98
Adobe Systems Incorporated (ADBE) 0.1 $390k 1.7k 226.48
Cincinnati Financial Corporation (CINF) 0.1 $392k 5.1k 77.47
Lancaster Colony (LANC) 0.1 $458k 2.6k 176.83
Lockheed Martin Corporation (LMT) 0.1 $465k 1.8k 262.12
BB&T Corporation 0.1 $431k 10k 43.31
Netflix (NFLX) 0.1 $410k 1.5k 267.45
Wabtec Corporation (WAB) 0.1 $457k 6.5k 70.31
Agnico (AEM) 0.1 $421k 10k 40.40
First Merchants Corporation (FRME) 0.1 $430k 13k 34.30
Vanguard Small-Cap Value ETF (VBR) 0.1 $401k 3.5k 113.92
Vanguard Dividend Appreciation ETF (VIG) 0.1 $396k 4.0k 97.90
O'reilly Automotive (ORLY) 0.1 $415k 1.2k 344.11
Vanguard High Dividend Yield ETF (VYM) 0.1 $452k 5.8k 77.94
Farmers Natl Banc Corp (FMNB) 0.1 $391k 31k 12.73
Medtronic (MDT) 0.1 $444k 4.9k 91.00
Comcast Corporation (CMCSA) 0.0 $375k 11k 34.04
Taiwan Semiconductor Mfg (TSM) 0.0 $371k 10k 36.90
Goldman Sachs (GS) 0.0 $305k 1.8k 167.03
Caterpillar (CAT) 0.0 $344k 2.7k 127.03
Costco Wholesale Corporation (COST) 0.0 $324k 1.6k 203.52
Eli Lilly & Co. (LLY) 0.0 $369k 3.2k 115.86
Health Care SPDR (XLV) 0.0 $313k 3.6k 86.58
Dominion Resources (D) 0.0 $328k 4.6k 71.51
NVIDIA Corporation (NVDA) 0.0 $352k 2.6k 133.49
Valero Energy Corporation (VLO) 0.0 $373k 5.0k 74.94
Becton, Dickinson and (BDX) 0.0 $370k 1.6k 225.61
Olin Corporation (OLN) 0.0 $383k 19k 20.13
Altria (MO) 0.0 $363k 7.3k 49.43
ConocoPhillips (COP) 0.0 $330k 5.3k 62.38
Royal Dutch Shell 0.0 $312k 5.2k 59.92
Target Corporation (TGT) 0.0 $306k 4.6k 66.05
UnitedHealth (UNH) 0.0 $372k 1.5k 249.33
Danaher Corporation (DHR) 0.0 $351k 3.4k 103.05
Valley National Ban (VLY) 0.0 $336k 38k 8.88
Enbridge (ENB) 0.0 $303k 9.7k 31.12
iShares Russell 1000 Index (IWB) 0.0 $343k 2.5k 138.64
Macquarie Infrastructure Company 0.0 $374k 10k 36.59
Northwest Bancshares (NWBI) 0.0 $347k 21k 16.94
Realty Income (O) 0.0 $311k 4.9k 63.07
Rockwell Automation (ROK) 0.0 $323k 2.1k 150.44
Magellan Midstream Partners 0.0 $362k 6.3k 57.11
iShares S&P 500 Value Index (IVE) 0.0 $346k 3.4k 101.14
iShares Russell Midcap Value Index (IWS) 0.0 $370k 4.8k 76.41
Tesla Motors (TSLA) 0.0 $303k 909.00 333.33
Vanguard Growth ETF (VUG) 0.0 $321k 2.4k 134.31
Vanguard Value ETF (VTV) 0.0 $375k 3.8k 98.01
iShares Lehman MBS Bond Fund (MBB) 0.0 $348k 3.3k 104.50
iShares Russell 3000 Value Index (IUSV) 0.0 $329k 6.7k 49.12
iShares Lehman Short Treasury Bond (SHV) 0.0 $331k 3.0k 110.33
iShares MSCI EAFE Growth Index (EFG) 0.0 $332k 4.8k 69.15
Banner Corp (BANR) 0.0 $382k 7.1k 53.49
Flexshares Tr mornstar upstr (GUNR) 0.0 $353k 12k 29.32
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.0 $331k 6.0k 55.01
Timkensteel (TMST) 0.0 $312k 36k 8.73
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) 0.0 $321k 3.2k 101.55
Linde 0.0 $369k 2.4k 156.22
U.S. Bancorp (USB) 0.0 $285k 6.2k 45.77
Canadian Natl Ry (CNI) 0.0 $218k 2.9k 74.25
Waste Management (WM) 0.0 $301k 3.4k 89.13
Norfolk Southern (NSC) 0.0 $269k 1.8k 149.61
General Electric Company 0.0 $297k 39k 7.57
PPG Industries (PPG) 0.0 $264k 2.6k 102.05
RPM International (RPM) 0.0 $276k 4.7k 58.71
Royal Caribbean Cruises (RCL) 0.0 $250k 2.6k 97.89
SYSCO Corporation (SYY) 0.0 $275k 4.4k 62.73
T. Rowe Price (TROW) 0.0 $219k 2.4k 92.17
Travelers Companies (TRV) 0.0 $218k 1.8k 119.58
Union Pacific Corporation (UNP) 0.0 $235k 1.7k 138.07
AFLAC Incorporated (AFL) 0.0 $264k 5.8k 45.56
International Paper Company (IP) 0.0 $263k 6.5k 40.42
Emerson Electric (EMR) 0.0 $246k 4.1k 59.85
Raytheon Company 0.0 $242k 1.6k 153.07
Novartis (NVS) 0.0 $218k 2.5k 85.83
Allstate Corporation (ALL) 0.0 $227k 2.8k 82.46
Deere & Company (DE) 0.0 $264k 1.8k 149.15
GlaxoSmithKline 0.0 $274k 7.2k 38.19
Intuitive Surgical (ISRG) 0.0 $251k 525.00 478.10
Schlumberger (SLB) 0.0 $259k 7.2k 36.03
Henry Schein (HSIC) 0.0 $268k 3.4k 78.45
Southern Company (SO) 0.0 $264k 6.0k 43.90
General Dynamics Corporation (GD) 0.0 $254k 1.6k 157.28
Sap (SAP) 0.0 $292k 2.9k 99.62
Baidu (BIDU) 0.0 $279k 1.8k 158.88
Key (KEY) 0.0 $217k 15k 14.76
Nordson Corporation (NDSN) 0.0 $269k 2.3k 119.40
UGI Corporation (UGI) 0.0 $262k 4.9k 53.37
Celgene Corporation 0.0 $258k 4.0k 64.02
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.0 $277k 2.7k 102.74
iShares Russell Midcap Index Fund (IWR) 0.0 $222k 4.8k 46.44
Consumer Staples Select Sect. SPDR (XLP) 0.0 $272k 5.4k 50.84
Financial Select Sector SPDR (XLF) 0.0 $265k 11k 23.83
Vanguard Small-Cap ETF (VB) 0.0 $256k 1.9k 131.89
iShares Cohen & Steers Realty Maj. (ICF) 0.0 $252k 2.6k 95.60
Ipath Dow Jones-aig Commodity (DJP) 0.0 $248k 12k 21.22
Jp Morgan Alerian Mlp Index (AMJ) 0.0 $291k 13k 22.32
Vanguard Total World Stock Idx (VT) 0.0 $240k 3.7k 65.57
SPDR Wells Fargo Prfd Stk ETF (PSK) 0.0 $266k 6.7k 39.57
Citigroup (C) 0.0 $251k 4.8k 52.00
Spdr Series Trust aerospace def (XAR) 0.0 $257k 3.3k 79.05
Zoetis Inc Cl A (ZTS) 0.0 $292k 3.4k 85.46
Anthem (ELV) 0.0 $220k 837.00 262.84
Paypal Holdings (PYPL) 0.0 $272k 3.2k 83.98
Willis Towers Watson (WTW) 0.0 $226k 1.5k 151.58
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.0 $244k 5.1k 48.00
Yum China Holdings (YUMC) 0.0 $294k 8.8k 33.52
Myomo 0.0 $259k 180k 1.44
Booking Holdings (BKNG) 0.0 $286k 166.00 1722.89
Invesco Bulletshares 2019 Corp 0.0 $276k 13k 21.04
Invesco Exchange Traded Fd T s&p500 pur gwt (RPG) 0.0 $271k 2.7k 99.56
Invesco Zacks Multi-asset Income Etf exchange traded fund (CVY) 0.0 $267k 14k 19.21
American Eagle Outfitters (AEO) 0.0 $200k 10k 19.37
Kimberly-Clark Corporation (KMB) 0.0 $203k 1.8k 114.11
Harris Corporation 0.0 $213k 1.6k 134.90
Analog Devices (ADI) 0.0 $204k 2.4k 85.86
Air Products & Chemicals (APD) 0.0 $202k 1.3k 160.06
Ford Motor Company (F) 0.0 $168k 22k 7.66
Banco Bilbao Vizcaya Argentaria SA (BBVA) 0.0 $173k 33k 5.28
Banco Itau Holding Financeira (ITUB) 0.0 $179k 20k 9.14
Dollar General (DG) 0.0 $216k 2.0k 107.95
iShares Barclays TIPS Bond Fund (TIP) 0.0 $204k 1.9k 109.50
iShares Morningstar Large Growth (ILCG) 0.0 $205k 1.3k 158.30
Nuveen Insd Dividend Advantage (NVG) 0.0 $140k 10k 13.97
Vanguard Short Term Corporate Bond ETF (VCSH) 0.0 $205k 2.6k 77.83
Vanguard Sht Term Govt Bond ETF (VGSH) 0.0 $212k 3.5k 60.21
Vanguard Scottsdale Fds cmn (VONE) 0.0 $210k 1.8k 114.69
Schwab Strategic Tr us reit etf (SCHH) 0.0 $208k 5.4k 38.55
Xylem (XYL) 0.0 $201k 3.0k 66.73
Ferrari Nv Ord (RACE) 0.0 $204k 2.0k 99.66
Etf Managers Tr tierra xp latin (MJ) 0.0 $216k 8.7k 24.97
Invesco Bulletshares 2020 Corp 0.0 $213k 10k 21.06
ICICI Bank (IBN) 0.0 $129k 13k 10.30
Gold Fields (GFI) 0.0 $80k 23k 3.54
BioTime 0.0 $63k 69k 0.92
Athersys 0.0 $94k 65k 1.45
Ambev Sa- (ABEV) 0.0 $95k 24k 3.91
Sirius Xm Holdings (SIRI) 0.0 $58k 10k 5.73
Alder Biopharmaceuticals 0.0 $118k 12k 10.26
Tocagen 0.0 $93k 11k 8.23
Natuzzi, S.p.A 0.0 $8.0k 11k 0.76
VAALCO Energy (EGY) 0.0 $21k 14k 1.47
Alaska Communications Systems 0.0 $18k 13k 1.44
Digirad Corporation 0.0 $8.0k 14k 0.56
Synacor 0.0 $19k 13k 1.45
Nanoviricides 0.0 $5.0k 25k 0.20
Evine Live Inc cl a 0.0 $10k 25k 0.40
Applied Dna Sciences 0.0 $4.0k 10k 0.40
Civeo 0.0 $17k 12k 1.40
Novus Therapeutics 0.0 $36k 23k 1.60