Sequoia Wealth Management

Sequoia Wealth Management as of Dec. 31, 2018

Portfolio Holdings for Sequoia Wealth Management

Sequoia Wealth Management holds 59 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 Tr usa min vo (USMV) 11.8 $12M 228k 52.40
Ishares Inc ctr wld minvl (ACWV) 9.8 $9.9M 121k 81.26
Invesco S&p 500 Equal Weight Etf (RSP) 9.1 $9.2M 101k 91.40
Invesco Qqq Trust Series 1 (QQQ) 8.8 $8.9M 58k 154.26
Invesco S&p Smallcap Low Volatility Etf (XSLV) 7.9 $8.0M 187k 42.64
Vanguard Total Stock Market ETF (VTI) 5.0 $5.0M 39k 127.62
First Trust IPOX-100 Index Fund (FPX) 3.5 $3.5M 57k 62.06
Goldman Sachs Etf Tr (GSLC) 3.0 $3.0M 60k 50.29
iShares Russell 2000 Index (IWM) 2.8 $2.8M 21k 133.90
Ishares High Dividend Equity F (HDV) 2.6 $2.6M 31k 84.37
Fs Investment Corporation 2.4 $2.4M 472k 5.18
iShares S&P 500 Index (IVV) 2.2 $2.2M 8.8k 251.62
Invesco Bulletshares 2020 Corp 1.8 $1.8M 85k 21.08
Bsjj etf 1.7 $1.7M 73k 23.64
Invesco Exchange Traded Fd T dwa nasdaq mnt 1.7 $1.7M 19k 87.95
First Tr Exchange Traded Fd nasdaq cea cyb (CIBR) 1.6 $1.6M 69k 23.43
wisdomtreetrusdivd.. (DGRW) 1.4 $1.4M 36k 38.34
Invesco Exchange Traded Fd Tr etf (PEY) 1.3 $1.4M 85k 15.84
Invesco Exchange Traded Fd Ts&p Sml600 Gwt etf/equity (RZG) 1.3 $1.3M 13k 104.11
Invesco S&p 500 High Div, Low V equities (SPHD) 1.3 $1.3M 35k 38.20
Advisorshares Tr bny grwth (AADR) 1.3 $1.3M 32k 40.07
Direxion Shs Etf Tr all cp insider 1.2 $1.2M 36k 33.67
iShares S&P MidCap 400 Index (IJH) 1.0 $1.0M 6.1k 166.10
First Trust Cloud Computing Et (SKYY) 1.0 $1.0M 21k 48.46
Vanguard Growth ETF (VUG) 0.8 $775k 5.8k 134.29
Spdr S&p 500 Etf (SPY) 0.8 $753k 3.0k 250.00
First Trust Financials AlphaDEX (FXO) 0.7 $695k 26k 27.00
iShares S&P SmallCap 600 Index (IJR) 0.7 $691k 10k 69.31
iShares Dow Jones US Aerospace & Def.ETF (ITA) 0.7 $663k 3.8k 172.84
iShares Russell 1000 Value Index (IWD) 0.7 $658k 5.9k 111.13
iShares Russell 3000 Growth Index (IUSG) 0.6 $590k 11k 52.72
iShares Dow Jones US Financial (IYF) 0.6 $579k 5.4k 106.32
iShares S&P NA Tech. Sec. Idx (IGM) 0.6 $563k 3.3k 171.75
Vanguard Mid-Cap Growth ETF (VOT) 0.5 $539k 4.5k 119.70
iShares Barclays 20+ Yr Treas.Bond (TLT) 0.5 $486k 4.0k 121.50
Vanguard High Dividend Yield ETF (VYM) 0.5 $471k 6.0k 78.06
iShares Russell 1000 Index (IWB) 0.5 $463k 3.3k 138.62
D First Tr Exchange-traded (FPE) 0.4 $443k 25k 17.96
Gw Pharmaceuticals Plc ads 0.4 $431k 4.4k 97.40
Exxon Mobil Corporation (XOM) 0.4 $412k 6.0k 68.12
WisdomTree SmallCap Earnings Fund (EES) 0.4 $414k 13k 32.07
iShares Russell 3000 Value Index (IUSV) 0.4 $400k 8.1k 49.09
iShares Dow Jones US Technology (IYW) 0.4 $394k 2.5k 159.90
First Tr Exch Trd Alpha Fd I em sml cp alph (FEMS) 0.4 $386k 12k 32.16
Fidelity msci info tech i (FTEC) 0.4 $374k 7.6k 49.21
Vanguard Europe Pacific ETF (VEA) 0.3 $324k 8.7k 37.10
First Trust Amex Biotech Index Fnd (FBT) 0.3 $325k 2.6k 124.19
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.3 $305k 2.9k 104.27
Abbvie (ABBV) 0.3 $301k 3.3k 92.25
Vanguard Emerging Markets ETF (VWO) 0.3 $296k 7.8k 38.15
iShares Russell Midcap Index Fund (IWR) 0.3 $262k 5.6k 46.51
Vanguard Small-Cap Value ETF (VBR) 0.2 $243k 2.1k 114.19
Fidelity msci hlth care i (FHLC) 0.2 $239k 5.8k 41.31
iShares MSCI Emerging Markets Indx (EEM) 0.2 $226k 5.8k 39.02
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.2 $218k 2.6k 82.80
Ishares Inc Em Hgh Yld Bd other (EMHY) 0.2 $223k 5.0k 44.33
iShares Dow Jones US Healthcare (IYH) 0.2 $217k 1.2k 180.83
Apple (AAPL) 0.2 $200k 1.3k 157.85
Sempra Energy (SRE) 0.2 $203k 1.9k 108.04