Sequoia Financial Advisors

Sequoia Financial Advisors as of Sept. 30, 2021

Portfolio Holdings for Sequoia Financial Advisors

Sequoia Financial Advisors holds 257 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 14.9 $147M 662k 222.06
Ishares Tr Core Msci Total (IXUS) 9.0 $89M 1.3M 71.00
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 5.9 $58M 825k 70.47
Ishares Tr Core Us Aggbd Et (AGG) 3.8 $38M 328k 114.83
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 2.9 $29M 873k 32.83
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.9 $28M 272k 104.03
Apple (AAPL) 2.7 $27M 189k 141.50
Ishares Tr National Mun Etf (MUB) 2.6 $26M 219k 116.17
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.5 $25M 163k 149.82
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.5 $24M 456k 53.13
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 2.2 $22M 394k 54.74
Ishares Tr Russell 2000 Etf (IWM) 1.9 $19M 86k 218.76
First Tr Exchange-traded Dj Internt Idx (FDN) 1.7 $17M 71k 235.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $16M 59k 272.93
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.6 $16M 286k 54.26
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 1.4 $14M 273k 50.72
Microsoft Corporation (MSFT) 1.4 $14M 48k 281.92
Ishares Tr Msci Acwi Etf (ACWI) 1.4 $13M 134k 99.92
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.2 $12M 205k 58.84
Vanguard World Mega Cap Val Etf (MGV) 1.2 $12M 119k 97.85
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.1 $11M 107k 101.93
Spdr Index Shs Fds Msci Acwi Exus (CWI) 1.0 $10M 350k 28.97
Brookfield Infrast Partners Lp Int Unit (BIP) 1.0 $9.9M 177k 56.11
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 1.0 $9.8M 193k 51.06
Spdr Index Shs Fds S&p Gblinf Etf (GII) 0.9 $9.2M 174k 52.74
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.9 $8.7M 89k 97.84
Amazon (AMZN) 0.8 $8.1M 2.5k 3285.02
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.8 $7.7M 136k 56.71
Ishares Tr Core S&p500 Etf (IVV) 0.6 $6.1M 14k 430.79
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $6.0M 17k 357.96
Spdr Gold Tr Gold Shs (GLD) 0.6 $5.6M 34k 164.21
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.6 $5.4M 131k 41.52
Alphabet Cap Stk Cl C (GOOG) 0.5 $5.4M 2.0k 2665.18
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $4.9M 49k 100.10
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $4.9M 33k 148.10
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.5 $4.7M 41k 113.57
Palo Alto Networks (PANW) 0.5 $4.7M 9.7k 479.03
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.4 $4.3M 84k 51.92
salesforce (CRM) 0.4 $4.1M 15k 271.21
JPMorgan Chase & Co. (JPM) 0.4 $4.0M 25k 163.70
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $4.0M 60k 67.47
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $4.0M 9.2k 429.08
Facebook Cl A (META) 0.4 $3.7M 11k 339.37
Servicenow (NOW) 0.4 $3.7M 6.0k 622.24
Wal-Mart Stores (WMT) 0.4 $3.7M 27k 139.39
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $3.7M 67k 54.77
Home Depot (HD) 0.4 $3.5M 11k 328.26
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $3.3M 109k 30.48
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $3.3M 125k 26.53
Laboratory Corp Amer Hldgs Com New (LH) 0.3 $3.3M 12k 281.47
Uber Technologies (UBER) 0.3 $3.2M 72k 44.80
Walt Disney Company (DIS) 0.3 $3.2M 19k 169.18
Pepsi (PEP) 0.3 $3.0M 20k 150.41
CVS Caremark Corporation (CVS) 0.3 $2.8M 34k 84.86
Goldman Sachs (GS) 0.3 $2.8M 7.5k 378.04
McDonald's Corporation (MCD) 0.3 $2.8M 12k 241.16
Premier Financial Corp (PFC) 0.3 $2.8M 86k 31.85
Procter & Gamble Company (PG) 0.3 $2.7M 20k 139.80
Comcast Corp Cl A (CMCSA) 0.3 $2.7M 48k 55.94
Merck & Co (MRK) 0.3 $2.7M 35k 75.10
Huntington Bancshares Incorporated (HBAN) 0.3 $2.6M 170k 15.46
Chevron Corporation (CVX) 0.3 $2.5M 25k 101.46
Air Products & Chemicals (APD) 0.3 $2.5M 9.6k 256.06
General Dynamics Corporation (GD) 0.3 $2.5M 13k 196.02
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $2.4M 22k 111.65
Raytheon Technologies Corp (RTX) 0.2 $2.4M 28k 85.95
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $2.4M 9.0k 263.03
Costco Wholesale Corporation (COST) 0.2 $2.3M 5.2k 449.31
Weyerhaeuser Co Mtn Be Com New (WY) 0.2 $2.3M 65k 35.57
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $2.3M 43k 53.29
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $2.2M 37k 60.96
Alphabet Cap Stk Cl A (GOOGL) 0.2 $2.1M 787.00 2673.44
BorgWarner (BWA) 0.2 $2.1M 48k 43.20
Parker-Hannifin Corporation (PH) 0.2 $2.0M 7.3k 279.66
TransDigm Group Incorporated (TDG) 0.2 $2.0M 3.2k 624.69
Tesla Motors (TSLA) 0.2 $2.0M 2.6k 775.52
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $1.9M 28k 68.70
Sherwin-Williams Company (SHW) 0.2 $1.8M 6.5k 279.65
Cisco Systems (CSCO) 0.2 $1.8M 32k 54.43
Incyte Corporation (INCY) 0.2 $1.8M 26k 68.76
Paccar (PCAR) 0.2 $1.7M 22k 78.92
Vmware Cl A Com 0.2 $1.6M 11k 148.68
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $1.6M 22k 74.42
Abbvie (ABBV) 0.2 $1.6M 15k 107.84
Freeport-mcmoran CL B (FCX) 0.1 $1.4M 44k 32.53
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $1.4M 17k 85.46
Amgen (AMGN) 0.1 $1.4M 6.7k 212.69
Johnson & Johnson (JNJ) 0.1 $1.4M 8.7k 161.54
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.1 $1.4M 28k 50.20
Smucker J M Com New (SJM) 0.1 $1.4M 11k 120.04
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $1.4M 13k 103.89
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $1.3M 25k 51.19
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $1.3M 12k 101.82
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $1.3M 83k 15.03
Qualcomm (QCOM) 0.1 $1.2M 9.6k 128.99
Bank of America Corporation (BAC) 0.1 $1.2M 27k 42.45
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $1.1M 8.6k 132.98
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.1 $1.1M 22k 51.57
United Parcel Service CL B (UPS) 0.1 $1.1M 6.0k 182.09
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $1.1M 12k 94.43
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.1M 2.7k 394.29
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $1.1M 13k 82.39
At&t (T) 0.1 $1.1M 39k 27.02
Gilead Sciences (GILD) 0.1 $1.0M 15k 69.86
Honeywell International (HON) 0.1 $1.0M 4.8k 212.27
Starbucks Corporation (SBUX) 0.1 $1.0M 9.1k 110.33
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $986k 13k 76.69
Vanguard World Fds Health Car Etf (VHT) 0.1 $964k 3.9k 247.18
Verizon Communications (VZ) 0.1 $953k 18k 54.03
Yum! Brands (YUM) 0.1 $937k 7.7k 122.31
Select Sector Spdr Tr Financial (XLF) 0.1 $925k 25k 37.52
Royal Caribbean Cruises (RCL) 0.1 $898k 10k 89.00
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $890k 5.7k 156.58
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $889k 9.0k 98.33
Morgan Stanley Com New (MS) 0.1 $873k 12k 75.42
Pfizer (PFE) 0.1 $868k 20k 43.02
Ishares Tr Select Divid Etf (DVY) 0.1 $841k 7.3k 114.67
Visa Com Cl A (V) 0.1 $822k 3.7k 222.70
NVIDIA Corporation (NVDA) 0.1 $818k 3.9k 207.14
Medtronic SHS (MDT) 0.1 $815k 6.5k 125.35
Ishares Core Msci Emkt (IEMG) 0.1 $805k 13k 61.78
Select Sector Spdr Tr Energy (XLE) 0.1 $802k 15k 52.12
International Business Machines (IBM) 0.1 $800k 5.8k 138.99
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $781k 16k 50.02
Paypal Holdings (PYPL) 0.1 $745k 2.9k 260.22
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $737k 12k 62.77
UnitedHealth (UNH) 0.1 $731k 1.9k 390.70
Rockwell Automation (ROK) 0.1 $727k 2.5k 294.09
Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.1 $726k 14k 51.37
Abbott Laboratories (ABT) 0.1 $700k 5.9k 118.14
Intel Corporation (INTC) 0.1 $662k 12k 53.25
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $647k 13k 50.49
Mastercard Incorporated Cl A (MA) 0.1 $641k 1.8k 347.43
PNC Financial Services (PNC) 0.1 $627k 3.2k 195.63
Clorox Company (CLX) 0.1 $608k 3.7k 165.67
Ishares Tr Rus 1000 Etf (IWB) 0.1 $598k 2.5k 241.71
Intuitive Surgical Com New (ISRG) 0.1 $595k 599.00 993.32
3M Company (MMM) 0.1 $585k 3.3k 175.36
Nextera Energy (NEE) 0.1 $571k 7.3k 78.54
Eli Lilly & Co. (LLY) 0.1 $571k 2.5k 230.99
Accenture Plc Ireland Shs Class A (ACN) 0.1 $563k 1.8k 319.70
Constellation Brands Cl A (STZ) 0.1 $552k 2.6k 210.69
General Electric Com New (GE) 0.1 $552k 5.4k 103.08
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $550k 5.4k 101.76
Exxon Mobil Corporation (XOM) 0.1 $548k 9.3k 58.85
Truist Financial Corp equities (TFC) 0.1 $546k 9.3k 58.62
Agnico (AEM) 0.1 $540k 10k 51.82
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $531k 7.2k 73.91
Adobe Systems Incorporated (ADBE) 0.1 $530k 920.00 576.09
Invesco Exchange Traded Fd T Zacks Mult Ast (CVY) 0.1 $517k 22k 23.80
Danaher Corporation (DHR) 0.1 $506k 1.7k 304.64
Nike CL B (NKE) 0.1 $504k 3.5k 145.12
Oracle Corporation (ORCL) 0.1 $504k 5.8k 87.14
Ark Etf Tr Genomic Rev Etf (ARKG) 0.1 $499k 6.7k 74.70
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $499k 13k 38.73
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $488k 5.6k 87.47
Scotts Miracle-gro Cl A (SMG) 0.0 $482k 3.3k 146.37
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $477k 2.8k 169.39
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $470k 4.1k 113.28
Netflix (NFLX) 0.0 $469k 768.00 610.68
American Express Company (AXP) 0.0 $469k 2.8k 167.50
Lowe's Companies (LOW) 0.0 $464k 2.3k 202.97
Timkensteel (MTUS) 0.0 $461k 35k 13.08
Ark Etf Tr Innovation Etf (ARKK) 0.0 $461k 4.2k 110.55
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $459k 3.1k 148.16
Yum China Holdings (YUMC) 0.0 $457k 7.9k 58.05
Southern Company (SO) 0.0 $446k 7.2k 62.02
Progressive Corporation (PGR) 0.0 $429k 4.7k 90.45
Boeing Company (BA) 0.0 $423k 1.9k 219.97
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $422k 6.6k 63.87
Us Bancorp Del Com New (USB) 0.0 $422k 7.1k 59.44
Diebold Nixdorf Com Stk 0.0 $415k 41k 10.12
Target Corporation (TGT) 0.0 $394k 1.7k 228.80
Banner Corp Com New (BANR) 0.0 $394k 7.1k 55.17
Thermo Fisher Scientific (TMO) 0.0 $391k 684.00 571.64
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $390k 3.7k 106.56
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $381k 9.8k 38.80
L3harris Technologies (LHX) 0.0 $372k 1.7k 219.99
Ford Motor Company (F) 0.0 $372k 26k 14.17
Marathon Petroleum Corp (MPC) 0.0 $369k 6.0k 61.74
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $368k 2.9k 127.47
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $367k 1.8k 200.44
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.0 $354k 4.2k 85.30
Lockheed Martin Corporation (LMT) 0.0 $354k 1.0k 345.03
Macy's (M) 0.0 $354k 16k 22.62
Kellogg Company (K) 0.0 $353k 5.5k 64.01
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $353k 4.3k 81.98
Hanesbrands (HBI) 0.0 $353k 21k 17.15
Wells Fargo & Company (WFC) 0.0 $349k 7.5k 46.42
Nordson Corporation (NDSN) 0.0 $346k 1.5k 238.13
Ishares Tr Cohen Steer Reit (ICF) 0.0 $345k 5.3k 65.44
Linde SHS 0.0 $338k 1.2k 293.40
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $335k 3.5k 95.82
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.0 $335k 9.2k 36.47
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.0 $328k 3.9k 84.21
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $325k 6.4k 50.44
Analog Devices (ADI) 0.0 $324k 1.9k 167.70
Waste Management (WM) 0.0 $313k 2.1k 149.19
Plug Power Com New (PLUG) 0.0 $306k 12k 25.50
O'reilly Automotive (ORLY) 0.0 $304k 498.00 610.44
Bristol Myers Squibb (BMY) 0.0 $301k 5.1k 59.21
B&G Foods (BGS) 0.0 $299k 10k 29.90
Ishares Tr Eafe Value Etf (EFV) 0.0 $298k 5.9k 50.77
Becton, Dickinson and (BDX) 0.0 $293k 1.2k 245.81
Bath &#38 Body Works In (BBWI) 0.0 $291k 4.6k 63.10
Coca-Cola Company (KO) 0.0 $291k 5.6k 52.42
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.0 $289k 2.1k 138.81
American Electric Power Company (AEP) 0.0 $288k 3.5k 81.29
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $287k 3.7k 78.29
First Solar (FSLR) 0.0 $286k 3.0k 95.33
Caterpillar (CAT) 0.0 $283k 1.5k 192.26
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.0 $283k 1.5k 192.26
Mp Materials Corp Com Cl A (MP) 0.0 $282k 8.8k 32.23
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $281k 1.8k 160.02
Ishares Tr Msci Eafe Etf (EFA) 0.0 $280k 3.6k 78.12
Yeti Hldgs (YETI) 0.0 $278k 3.2k 85.67
General Motors Company (GM) 0.0 $272k 5.2k 52.72
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $271k 800.00 338.75
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $266k 2.4k 109.02
Indexiq Etf Tr Hedge Mlti Etf (QAI) 0.0 $265k 8.3k 31.79
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $264k 1.5k 179.59
Realty Income (O) 0.0 $261k 4.0k 64.93
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $261k 1.8k 144.52
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $261k 3.8k 68.87
Sap Se Spon Adr (SAP) 0.0 $253k 1.9k 134.79
Cincinnati Financial Corporation (CINF) 0.0 $244k 2.1k 114.39
Automatic Data Processing (ADP) 0.0 $242k 1.2k 200.00
Athersys 0.0 $241k 181k 1.33
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $238k 1.0k 236.82
Ishares Msci Emrg Chn (EMXC) 0.0 $234k 3.9k 60.57
Ishares Tr Tips Bd Etf (TIP) 0.0 $233k 1.8k 127.53
Novartis Sponsored Adr (NVS) 0.0 $231k 2.8k 81.63
Big Lots (BIG) 0.0 $227k 5.2k 43.34
Illumina (ILMN) 0.0 $225k 554.00 406.14
BlackRock (BLK) 0.0 $225k 268.00 839.55
Airbnb Com Cl A (ABNB) 0.0 $223k 1.3k 168.05
Ishares Tr Morningstar Grwt (ILCG) 0.0 $221k 3.4k 65.68
Eaton Corp SHS (ETN) 0.0 $220k 1.5k 149.46
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 0.0 $217k 2.7k 80.07
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $216k 1.5k 145.75
eBay (EBAY) 0.0 $216k 3.1k 69.70
Bhp Group Sponsored Ads (BHP) 0.0 $212k 4.0k 53.52
Farmers Natl Banc Corp (FMNB) 0.0 $208k 13k 15.69
Twitter 0.0 $208k 3.4k 60.50
Ishares Tr Ishares Biotech (IBB) 0.0 $207k 1.3k 161.34
Zoetis Cl A (ZTS) 0.0 $206k 1.1k 193.79
Vonage Holdings 0.0 $188k 12k 16.14
Mister Car Wash (MCW) 0.0 $183k 10k 18.30
Gold Fields Sponsored Adr (GFI) 0.0 $183k 23k 8.10
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $146k 22k 6.60
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.0 $98k 19k 5.25
Ambev Sa Sponsored Adr (ABEV) 0.0 $66k 24k 2.75
Sirius Xm Holdings (SIRI) 0.0 $61k 10k 6.07
Smiledirectclub Cl A Com (SDCCQ) 0.0 $53k 10k 5.30
Alithya Group Cl A Sub Vtg (ALYAF) 0.0 $52k 20k 2.60
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $36k 13k 2.82
Zomedica Corp (ZOM) 0.0 $8.0k 15k 0.53