Sequoia Wealth Management

Sequoia Wealth Management as of Sept. 30, 2018

Portfolio Holdings for Sequoia Wealth Management

Sequoia Wealth Management holds 60 positions in its portfolio as reported in the September 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr usa min vo (USMV) 10.6 $12M 217k 57.01
Invesco S&p 500 Equal Weight Etf (RSP) 9.1 $11M 100k 106.77
Ishares Inc ctr wld minvl (ACWV) 8.8 $10M 117k 87.86
Invesco S&p Smallcap Low Volatility Etf (XSLV) 7.6 $8.9M 180k 49.50
Vanguard Total Stock Market ETF (VTI) 4.5 $5.3M 36k 149.53
iShares Russell 2000 Index (IWM) 3.9 $4.5M 27k 168.40
First Trust IPOX-100 Index Fund (FPX) 3.8 $4.4M 59k 74.25
Goldman Sachs Etf Tr (GSLC) 3.1 $3.6M 61k 58.80
Advisorshares Tr bny grwth (AADR) 3.0 $3.4M 64k 53.74
iShares S&P 500 Index (IVV) 2.6 $3.1M 11k 292.69
Ishares Inc core msci emkt (IEMG) 2.6 $3.0M 59k 51.82
iShares S&P SmallCap 600 Index (IJR) 2.6 $3.0M 34k 87.21
Corporate Capital Trust 2.3 $2.7M 175k 15.26
iShares S&P MidCap 400 Value Index (IJJ) 2.2 $2.6M 15k 167.38
Ishares High Dividend Equity F (HDV) 2.0 $2.4M 26k 90.81
Invesco Exchange Traded Fd T dwa nasdaq mnt 1.9 $2.3M 20k 116.79
iShares Dow Jones US Financial (IYF) 1.7 $2.0M 16k 121.59
Invesco Bulletshares 2020 Corp 1.6 $1.9M 88k 21.12
Bsjj etf 1.6 $1.8M 76k 24.31
Invesco Exchange Traded Fd Ts&p Sml600 Gwt etf/equity (RZG) 1.5 $1.8M 13k 134.01
iShares S&P MidCap 400 Index (IJH) 1.5 $1.8M 8.8k 201.02
First Tr Exchange Traded Fd nasdaq cea cyb (CIBR) 1.5 $1.7M 60k 28.50
Invesco Exchange Traded Fd Tr etf (PEY) 1.4 $1.6M 88k 17.99
Direxion Shs Etf Tr all cp insider 1.3 $1.5M 36k 41.19
Invesco S&p 500 High Div, Low V equities (SPHD) 1.2 $1.4M 35k 41.39
wisdomtreetrusdivd.. (DGRW) 1.2 $1.4M 32k 44.38
iShares S&P NA Tech. Sec. Idx (IGM) 0.9 $1.1M 5.1k 209.27
Invesco Qqq Trust Series 1 (QQQ) 0.9 $1.0M 5.6k 186.11
First Trust Financials AlphaDEX (FXO) 0.8 $934k 29k 31.96
iShares Russell 3000 Growth Index (IUSG) 0.8 $917k 15k 62.04
iShares Dow Jones US Aerospace & Def.ETF (ITA) 0.8 $895k 4.1k 216.03
First Trust Cloud Computing Et (SKYY) 0.7 $863k 15k 56.88
Spdr S&p 500 Etf (SPY) 0.7 $790k 2.7k 290.65
iShares Dow Jones US Technology (IYW) 0.6 $750k 3.9k 194.20
Vanguard Growth ETF (VUG) 0.6 $728k 4.5k 161.35
iShares Russell 1000 Value Index (IWD) 0.6 $712k 5.6k 126.96
Ishares Tr eafe min volat (EFAV) 0.6 $647k 8.9k 72.86
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.5 $625k 7.5k 83.37
Vanguard Total Bond Market ETF (BND) 0.5 $617k 7.8k 78.73
iShares Russell 3000 Value Index (IUSV) 0.5 $611k 11k 56.63
iShares Russell 1000 Index (IWB) 0.5 $540k 3.3k 161.73
D First Tr Exchange-traded (FPE) 0.4 $505k 26k 19.10
Vanguard High Dividend Yield ETF (VYM) 0.4 $463k 5.3k 86.93
Gw Pharmaceuticals Plc ads 0.4 $423k 2.5k 172.65
WisdomTree SmallCap Earnings Fund (EES) 0.3 $336k 8.4k 39.99
iShares Russell Midcap Index Fund (IWR) 0.3 $311k 1.4k 221.04
Abbvie (ABBV) 0.3 $309k 3.3k 94.79
Dbx Etf Tr xtrc rus1000 cmp (DEUS) 0.2 $293k 8.7k 33.55
Vanguard Emerging Markets ETF (VWO) 0.2 $285k 7.0k 40.81
Abbott Laboratories (ABT) 0.2 $266k 3.7k 72.86
Vanguard Mid-Cap Growth ETF (VOT) 0.2 $270k 1.9k 142.11
First Tr Exch Trd Alpha Fd I em sml cp alph (FEMS) 0.2 $266k 7.4k 35.71
Ssga Active Etf Tr blkstn gsosrln (SRLN) 0.2 $258k 5.5k 47.04
iShares Dow Jones US Healthcare (IYH) 0.2 $243k 1.2k 202.50
Home Depot (HD) 0.2 $228k 1.1k 207.08
iShares Barclays TIPS Bond Fund (TIP) 0.2 $232k 2.1k 109.33
iShares MSCI Emerging Markets Indx (EEM) 0.2 $218k 5.1k 42.89
Sempra Energy (SRE) 0.2 $215k 1.9k 113.70
SPDR Dow Jones Industrial Average ETF (DIA) 0.2 $200k 758.00 263.85
Global X Fds glb x mlp enr 0.1 $148k 11k 13.53