Sequoia Financial Advisors

Sequoia Financial Advisors as of Dec. 31, 2016

Portfolio Holdings for Sequoia Financial Advisors

Sequoia Financial Advisors holds 275 positions in its portfolio as reported in the December 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 8.0 $56M 484k 115.32
SPDR Dow Jones Global Real Estate (RWO) 6.4 $45M 961k 46.77
Ishares Core Intl Stock Etf core (IXUS) 6.1 $43M 845k 50.49
Spdr Index Shs Fds s^p global nat res (GNR) 5.6 $39M 957k 41.09
iShares Lehman Aggregate Bond (AGG) 5.1 $35M 327k 108.06
Apple (AAPL) 3.1 $22M 190k 115.82
Rydex S&P Equal Weight ETF 2.8 $20M 229k 86.64
Vanguard Scottsdale Fds vng rus1000grw (VONG) 2.4 $17M 154k 107.53
iShares S&P Natl AMTFr Mncpl Bd (MUB) 2.1 $15M 139k 108.18
SPDR MSCI ACWI ex-US (CWI) 1.9 $13M 420k 31.49
wisdomtreetrusdivd.. (DGRW) 1.7 $12M 351k 33.27
Schwab Strategic Tr us lrg cap etf (SCHX) 1.6 $11M 213k 53.26
Level 3 Communications 1.6 $11M 200k 56.36
Ishares Msci Usa Quality Facto invalid (QUAL) 1.6 $11M 156k 69.10
First Trust DJ Internet Index Fund (FDN) 1.5 $10M 129k 79.83
Industrial SPDR (XLI) 1.4 $10M 163k 62.22
Berkshire Hathaway (BRK.B) 1.4 $9.5M 59k 162.98
D Spdr Index Shs Fds (SPGM) 1.4 $9.5M 145k 65.52
Nike (NKE) 1.2 $8.7M 171k 50.83
Schwab Strategic Tr us aggregate b (SCHZ) 1.2 $8.7M 169k 51.50
Intuit (INTU) 1.2 $8.6M 75k 114.61
SPDR FTSE/Macquarie Global Infra (GII) 1.2 $8.2M 183k 45.00
Pepsi (PEP) 1.1 $8.0M 76k 104.63
Brookfield Infrastructure Part (BIP) 1.0 $7.3M 218k 33.47
Jp Morgan Alerian Mlp Index (AMJ) 1.0 $7.1M 224k 31.61
Vanguard Small-Cap Value ETF (VBR) 0.9 $6.4M 53k 121.00
Wisdomtree Tr blmbg us bull (USDU) 0.8 $5.8M 207k 27.97
Weyerhaeuser Company (WY) 0.8 $5.5M 184k 30.09
Gilead Sciences (GILD) 0.7 $5.2M 73k 71.61
Yum! Brands (YUM) 0.7 $4.9M 77k 63.33
JPMorgan Chase & Co. (JPM) 0.7 $4.8M 56k 86.30
Ishares Inc core msci emkt (IEMG) 0.7 $4.9M 114k 42.45
International Business Machines (IBM) 0.7 $4.7M 28k 166.00
Pandora Media 0.7 $4.7M 360k 13.04
Vaneck Vectors Etf Tr Retail E (RTH) 0.7 $4.7M 62k 75.81
Intel Corporation (INTC) 0.7 $4.6M 128k 36.27
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.7 $4.6M 39k 117.17
Cisco Systems (CSCO) 0.6 $3.8M 127k 30.22
iShares S&P 500 Index (IVV) 0.5 $3.7M 17k 224.98
Morgan Stanley (MS) 0.5 $3.7M 87k 42.25
Interactive Brokers (IBKR) 0.5 $3.7M 100k 36.51
Wal-Mart Stores (WMT) 0.5 $3.5M 50k 69.13
Alaska Air (ALK) 0.5 $3.4M 38k 88.74
Valero Energy Corporation (VLO) 0.5 $3.3M 48k 68.31
AFLAC Incorporated (AFL) 0.5 $3.2M 46k 69.59
Oracle Corporation (ORCL) 0.5 $3.2M 83k 38.45
Schwab U S Small Cap ETF (SCHA) 0.5 $3.1M 51k 61.48
SPDR Gold Trust (GLD) 0.4 $3.1M 28k 109.59
Darden Restaurants (DRI) 0.4 $3.0M 42k 72.72
Biogen Idec (BIIB) 0.4 $2.9M 10k 283.53
Amdocs Ltd ord (DOX) 0.4 $2.9M 49k 58.25
Schwab Strategic Tr cmn (SCHV) 0.4 $2.8M 58k 48.09
Allegheny Technologies Incorporated (ATI) 0.4 $2.6M 165k 15.93
Schwab Strategic Tr intrm trm (SCHR) 0.4 $2.7M 50k 53.36
Microsoft Corporation (MSFT) 0.3 $2.5M 40k 62.14
Coach 0.3 $2.4M 69k 35.03
Spdr S&p 500 Etf (SPY) 0.3 $2.3M 10k 223.52
Procter & Gamble Company (PG) 0.3 $2.2M 27k 84.08
iShares MSCI ACWI Index Fund (ACWI) 0.3 $2.2M 38k 59.17
Schwab Intl Small Cap Equity ETF (SCHC) 0.3 $2.2M 76k 29.10
Exxon Mobil Corporation (XOM) 0.3 $2.1M 24k 90.25
United Community Financial 0.3 $2.1M 231k 8.94
General Electric Company 0.3 $2.0M 64k 31.61
Yum China Holdings (YUMC) 0.3 $2.0M 77k 26.13
Home Depot (HD) 0.3 $1.9M 14k 134.05
inv grd crp bd (CORP) 0.3 $1.9M 19k 102.28
Wisdomtree Tr brclys us aggr (AGGY) 0.3 $1.9M 39k 49.57
iShares Russell 1000 Value Index (IWD) 0.3 $1.9M 18k 105.88
iShares S&P MidCap 400 Index (IJH) 0.3 $1.8M 11k 165.30
Johnson & Johnson (JNJ) 0.2 $1.7M 15k 115.23
Vanguard Sht Term Govt Bond ETF (VGSH) 0.2 $1.7M 29k 60.93
Vanguard Mortgage Bkd Sects ETF (VMBS) 0.2 $1.7M 33k 52.30
At&t (T) 0.2 $1.7M 40k 42.54
J.M. Smucker Company (SJM) 0.2 $1.6M 13k 128.07
Sch Fnd Intl Lg Etf (FNDF) 0.2 $1.6M 63k 25.09
Corning Incorporated (GLW) 0.2 $1.6M 64k 24.27
Coca-Cola Company (KO) 0.2 $1.5M 35k 41.46
Vanguard FTSE All-World ex-US ETF (VEU) 0.2 $1.5M 33k 44.17
Monsanto Company 0.2 $1.4M 13k 105.22
Carnival Corporation (CCL) 0.2 $1.4M 26k 52.06
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) 0.2 $1.4M 30k 47.45
Merck & Co (MRK) 0.2 $1.3M 22k 58.85
iShares MSCI EAFE Index Fund (EFA) 0.2 $1.3M 22k 57.75
Skyworks Solutions (SWKS) 0.2 $1.4M 18k 74.65
Utilities SPDR (XLU) 0.2 $1.3M 27k 48.55
iShares MSCI EAFE Value Index (EFV) 0.2 $1.3M 28k 47.25
Schwab International Equity ETF (SCHF) 0.2 $1.3M 46k 27.67
PowerShares QQQ Trust, Series 1 0.2 $1.2M 10k 118.44
Vanguard Total Bond Market ETF (BND) 0.2 $1.2M 15k 80.77
Schwab Emerging Markets Equity ETF (SCHE) 0.2 $1.2M 55k 21.56
Ishares Tr cmn (GOVT) 0.2 $1.2M 49k 24.92
Walt Disney Company (DIS) 0.2 $1.2M 11k 104.20
IQ Hedge Multi-Strategy Tracker (QAI) 0.2 $1.1M 38k 28.68
Two Harbors Investment 0.1 $1.1M 122k 8.72
Pfizer (PFE) 0.1 $1.0M 32k 32.49
Verizon Communications (VZ) 0.1 $1.0M 19k 53.40
Parker-Hannifin Corporation (PH) 0.1 $1.0M 7.3k 139.94
Facebook Inc cl a (META) 0.1 $1.0M 9.1k 115.05
Qualcomm (QCOM) 0.1 $1.0M 15k 65.19
Vanguard Short-Term Bond ETF (BSV) 0.1 $966k 12k 79.41
iShares Russell 2000 Index (IWM) 0.1 $998k 7.4k 134.86
Schwab Strategic Tr sht tm us tres (SCHO) 0.1 $980k 19k 50.40
Chevron Corporation (CVX) 0.1 $917k 7.8k 117.67
Wells Fargo & Company (WFC) 0.1 $882k 16k 55.08
Amgen (AMGN) 0.1 $890k 6.1k 146.14
Enterprise Products Partners (EPD) 0.1 $921k 34k 27.03
SPDR S&P Dividend (SDY) 0.1 $921k 11k 85.54
iShares S&P US Pref Stock Idx Fnd (PFF) 0.1 $918k 25k 37.20
Nuveen Insd Dividend Advantage (NVG) 0.1 $939k 65k 14.46
Vodafone Group New Adr F (VOD) 0.1 $930k 38k 24.43
Alphabet Inc Class C cs (GOOG) 0.1 $911k 1.2k 772.03
Sherwin-Williams Company (SHW) 0.1 $807k 3.0k 268.73
SPDR Dow Jones Industrial Average ETF (DIA) 0.1 $841k 4.3k 197.56
Alphabet Inc Class A cs (GOOGL) 0.1 $823k 1.0k 792.11
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.1 $855k 18k 47.96
Bank of America Corporation (BAC) 0.1 $757k 34k 22.09
Starbucks Corporation (SBUX) 0.1 $800k 14k 55.50
PNC Financial Services (PNC) 0.1 $712k 6.1k 116.95
United Parcel Service (UPS) 0.1 $686k 6.0k 114.64
ConocoPhillips (COP) 0.1 $681k 14k 50.11
Sch Us Mid-cap Etf etf (SCHM) 0.1 $682k 15k 45.17
Ishares Tr eafe min volat (EFAV) 0.1 $690k 11k 61.24
Vanguard Emerging Markets ETF (VWO) 0.1 $624k 17k 35.79
PowerShares Hgh Yield Corporate Bnd 0.1 $607k 32k 18.80
Vanguard Russell 1000 Value Et (VONV) 0.1 $640k 6.5k 97.81
3M Company (MMM) 0.1 $532k 3.0k 178.58
Dow Chemical Company 0.1 $538k 9.4k 57.18
iShares S&P 500 Growth Index (IVW) 0.1 $579k 4.8k 121.77
iShares S&P 500 Value Index (IVE) 0.1 $554k 5.5k 101.37
Timkensteel (MTUS) 0.1 $561k 36k 15.49
Huntington Bancshares Incorporated (HBAN) 0.1 $488k 37k 13.22
Starwood Property Trust (STWD) 0.1 $486k 22k 21.96
American Express Company (AXP) 0.1 $524k 7.1k 74.07
PPG Industries (PPG) 0.1 $475k 5.0k 94.72
Automatic Data Processing (ADP) 0.1 $457k 4.4k 102.72
Boeing Company (BA) 0.1 $496k 3.2k 155.68
CVS Caremark Corporation (CVS) 0.1 $501k 6.3k 78.96
Olin Corporation (OLN) 0.1 $474k 19k 25.63
Valley National Ban (VLY) 0.1 $492k 42k 11.63
Visa (V) 0.1 $466k 6.0k 78.10
Northwest Bancshares (NWBI) 0.1 $478k 27k 18.05
Celgene Corporation 0.1 $512k 4.4k 115.76
iShares Russell 1000 Growth Index (IWF) 0.1 $498k 4.8k 104.84
Rydex S&P 500 Pure Growth ETF 0.1 $517k 6.2k 83.58
Dell Technologies Inc Class V equity 0.1 $515k 9.4k 55.01
Taiwan Semiconductor Mfg (TSM) 0.1 $446k 16k 28.78
McDonald's Corporation (MCD) 0.1 $409k 3.4k 121.62
eBay (EBAY) 0.1 $419k 14k 29.66
United Technologies Corporation 0.1 $454k 4.1k 109.64
American Electric Power Company (AEP) 0.1 $395k 6.3k 63.01
Accenture (ACN) 0.1 $423k 3.6k 117.01
Clorox Company (CLX) 0.1 $425k 3.5k 120.02
Agnico (AEM) 0.1 $438k 10k 42.03
iShares S&P SmallCap 600 Index (IJR) 0.1 $421k 3.1k 137.54
Vanguard REIT ETF (VNQ) 0.1 $410k 5.0k 82.56
Ipath Dow Jones-aig Commodity (DJP) 0.1 $428k 18k 24.26
PowerShares Emerging Markets Sovere 0.1 $418k 15k 28.23
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.1 $423k 8.5k 49.85
iShares Morningstar Mid Growth Idx (IMCG) 0.1 $399k 2.5k 162.20
Banner Corp (BANR) 0.1 $399k 7.1k 55.87
Express Scripts Holding 0.1 $400k 5.8k 68.81
Phillips 66 (PSX) 0.1 $426k 4.9k 86.37
Claymore Exchange Trd Fd Tr gug bull2018 e 0.1 $423k 20k 21.17
Annaly Capital Management 0.1 $327k 33k 9.97
U.S. Bancorp (USB) 0.1 $382k 7.4k 51.32
Bristol Myers Squibb (BMY) 0.1 $365k 6.2k 58.41
NVIDIA Corporation (NVDA) 0.1 $340k 3.2k 106.75
Cincinnati Financial Corporation (CINF) 0.1 $337k 4.5k 75.73
Altria (MO) 0.1 $329k 4.9k 67.58
BB&T Corporation 0.1 $356k 7.6k 46.97
Honeywell International (HON) 0.1 $357k 3.1k 115.95
Nextera Energy (NEE) 0.1 $355k 3.0k 119.45
Royal Dutch Shell 0.1 $329k 5.7k 57.98
Schlumberger (SLB) 0.1 $369k 4.4k 83.98
Buckeye Partners 0.1 $318k 4.8k 66.24
Sap (SAP) 0.1 $326k 3.8k 86.47
Solar Cap (SLRC) 0.1 $332k 16k 20.84
Baidu (BIDU) 0.1 $338k 2.1k 164.40
Ares Capital Corporation (ARCC) 0.1 $383k 23k 16.48
Hercules Technology Growth Capital (HTGC) 0.1 $334k 24k 14.09
Prospect Capital Corporation (PSEC) 0.1 $322k 39k 8.35
iShares Russell Midcap Value Index (IWS) 0.1 $335k 4.2k 80.34
Vanguard High Dividend Yield ETF (VYM) 0.1 $363k 4.8k 75.81
iShares S&P 1500 Index Fund (ITOT) 0.1 $328k 6.4k 51.24
iShares S&P NA Tec. Semi. Idx (SOXX) 0.1 $351k 2.9k 122.73
Claymore Exchange-traded Fd gugg crp bd 2017 0.1 $334k 15k 22.64
Medtronic (MDT) 0.1 $337k 4.7k 71.19
BP (BP) 0.0 $283k 7.6k 37.40
Comcast Corporation (CMCSA) 0.0 $276k 4.0k 69.12
MasterCard Incorporated (MA) 0.0 $259k 2.5k 103.19
Western Union Company (WU) 0.0 $258k 12k 21.72
Regeneron Pharmaceuticals (REGN) 0.0 $257k 700.00 367.14
FirstEnergy (FE) 0.0 $274k 8.9k 30.92
Travelers Companies (TRV) 0.0 $277k 2.3k 122.30
V.F. Corporation (VFC) 0.0 $310k 5.8k 53.31
Becton, Dickinson and (BDX) 0.0 $297k 1.8k 165.28
Lancaster Colony (LANC) 0.0 $285k 2.0k 141.23
General Mills (GIS) 0.0 $256k 4.1k 61.76
Target Corporation (TGT) 0.0 $296k 4.1k 72.20
Ford Motor Company (F) 0.0 $253k 21k 12.13
Exelon Corporation (EXC) 0.0 $271k 7.6k 35.44
Shire 0.0 $281k 1.6k 170.61
TJX Companies (TJX) 0.0 $260k 3.5k 75.23
Henry Schein (HSIC) 0.0 $263k 1.7k 151.94
Kellogg Company (K) 0.0 $246k 3.3k 73.76
priceline.com Incorporated 0.0 $284k 194.00 1463.92
Seagate Technology Com Stk 0.0 $272k 7.1k 38.23
iShares Russell 1000 Index (IWB) 0.0 $312k 2.5k 124.65
Banco Bilbao Vizcaya Argentaria SA (BBVA) 0.0 $257k 38k 6.76
Oneok Partners 0.0 $275k 6.4k 42.94
Rockwell Automation (ROK) 0.0 $272k 2.0k 134.25
Magellan Midstream Partners 0.0 $277k 3.7k 75.72
Materials SPDR (XLB) 0.0 $250k 5.0k 49.60
Apollo Investment 0.0 $269k 46k 5.85
iShares Cohen & Steers Realty Maj. (ICF) 0.0 $263k 2.6k 99.77
PowerShares Preferred Portfolio 0.0 $297k 21k 14.23
iShares Morningstar Large Growth (ILCG) 0.0 $283k 2.3k 121.04
PowerShares Dynamic Lg. Cap Value 0.0 $274k 8.1k 33.68
Rydex S&P Equal Weight Consumer Dis ETF 0.0 $272k 3.1k 88.17
SPDR DJ Wilshire Small Cap Value (SLYV) 0.0 $296k 2.5k 119.02
PowerShares DWA Devld Markt Tech 0.0 $247k 12k 21.39
Rydex Etf Trust indls etf 0.0 $287k 2.9k 99.14
Schwab U S Large Cap Growth ETF (SCHG) 0.0 $263k 4.7k 55.77
Powershares Senior Loan Portfo mf 0.0 $313k 13k 23.35
Citigroup (C) 0.0 $279k 4.7k 59.39
Flexshares Tr mornstar upstr (GUNR) 0.0 $266k 9.3k 28.70
Ishares Tr usa min vo (USMV) 0.0 $305k 6.8k 45.18
Duke Energy (DUK) 0.0 $287k 3.7k 77.67
Wpp Plc- (WPP) 0.0 $289k 2.6k 110.69
Orange Sa (ORAN) 0.0 $248k 16k 15.17
Communications Sales&leas Incom us equities / etf's 0.0 $312k 12k 25.43
Blackstone 0.0 $244k 9.0k 26.98
Canadian Natl Ry (CNI) 0.0 $222k 3.3k 67.35
Dominion Resources (D) 0.0 $211k 2.8k 76.67
SYSCO Corporation (SYY) 0.0 $230k 4.1k 55.45
Adobe Systems Incorporated (ADBE) 0.0 $222k 2.2k 102.87
Lockheed Martin Corporation (LMT) 0.0 $239k 958.00 249.48
GlaxoSmithKline 0.0 $217k 5.6k 38.47
Sanofi-Aventis SA (SNY) 0.0 $211k 5.2k 40.53
Symantec Corporation 0.0 $218k 9.1k 23.90
General Dynamics Corporation (GD) 0.0 $234k 1.4k 172.82
Lowe's Companies (LOW) 0.0 $221k 3.1k 71.22
Fifth Street Finance 0.0 $244k 46k 5.36
Amazon (AMZN) 0.0 $213k 284.00 750.00
TICC Capital 0.0 $225k 34k 6.62
Plains All American Pipeline (PAA) 0.0 $230k 7.1k 32.33
UGI Corporation (UGI) 0.0 $226k 4.9k 46.04
Fresenius Medical Care AG & Co. (FMS) 0.0 $208k 4.9k 42.29
TransDigm Group Incorporated (TDG) 0.0 $237k 950.00 249.47
American International (AIG) 0.0 $232k 3.6k 65.32
iShares Russell 2000 Value Index (IWN) 0.0 $214k 1.8k 118.76
BioTime 0.0 $177k 49k 3.61
iShares Barclays TIPS Bond Fund (TIP) 0.0 $203k 1.8k 113.22
iShares MSCI EAFE Growth Index (EFG) 0.0 $222k 3.5k 63.77
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.0 $226k 2.2k 101.39
Retail Properties Of America 0.0 $195k 13k 15.33
Abbvie (ABBV) 0.0 $227k 3.6k 62.74
Ishares Inc msci frntr 100 (FM) 0.0 $200k 8.0k 24.88
Northstar Realty Finance 0.0 $222k 15k 15.16
Gladstone Capital Corporation (GLAD) 0.0 $116k 12k 9.36
Banco Itau Holding Financeira (ITUB) 0.0 $151k 15k 10.30
Banco Santander (SAN) 0.0 $167k 32k 5.17
Synergy Pharmaceuticals 0.0 $111k 18k 6.09
Windstream Holdings 0.0 $162k 22k 7.35
ICICI Bank (IBN) 0.0 $93k 12k 7.51
Gold Fields (GFI) 0.0 $68k 23k 3.01
Natuzzi, S.p.A 0.0 $36k 16k 2.25
Klondex Mines 0.0 $57k 12k 4.66
Sirius Xm Holdings (SIRI) 0.0 $53k 12k 4.49
Viewray (VRAYQ) 0.0 $63k 20k 3.15
Ciber 0.0 $19k 30k 0.63
Alaska Communications Systems 0.0 $21k 13k 1.68
Pengrowth Energy Corp 0.0 $33k 23k 1.44
Enserv 0.0 $6.0k 10k 0.60
Nanoviricides 0.0 $19k 18k 1.08