Sequoia Wealth Management

Sequoia Wealth Management as of March 31, 2019

Portfolio Holdings for Sequoia Wealth Management

Sequoia Wealth Management holds 72 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr usa min vo (USMV) 9.7 $12M 204k 58.83
Ishares Inc ctr wld minvl (ACWV) 9.2 $11M 128k 89.48
Invesco Qqq Trust Series 1 (QQQ) 8.9 $11M 61k 179.48
Invesco S&p 500 Equal Weight Etf (RSP) 8.7 $11M 103k 104.54
Invesco S&p Smallcap Low Volatility Etf (XSLV) 7.4 $9.2M 195k 46.96
Vanguard Total Stock Market ETF (VTI) 5.6 $6.9M 48k 144.70
First Trust IPOX-100 Index Fund (FPX) 3.5 $4.3M 57k 75.00
Goldman Sachs Etf Tr (GSLC) 2.4 $3.0M 52k 56.79
Fs Investment Corporation 2.3 $2.9M 472k 6.05
iShares Russell 2000 Index (IWM) 2.3 $2.8M 19k 153.38
iShares S&P SmallCap 600 Index (IJR) 2.2 $2.7M 35k 77.19
iShares S&P 500 Index (IVV) 2.1 $2.6M 9.3k 284.39
Ishares High Dividend Equity F (HDV) 2.1 $2.6M 28k 93.35
Invesco Exchange Traded Fd T dwa nasdaq mnt 1.8 $2.2M 20k 109.86
iShares MSCI Emerging Markets Indx (EEM) 1.7 $2.1M 50k 42.93
First Tr Exchange Traded Fd nasdaq cea cyb (CIBR) 1.4 $1.8M 63k 28.08
Invesco Bulletshares 2020 Corp 1.4 $1.7M 82k 21.26
iShares S&P MidCap 400 Index (IJH) 1.3 $1.6M 8.5k 189.14
Invesco Exchange Traded Fd Tr etf (PEY) 1.3 $1.6M 89k 17.89
wisdomtreetrusdivd.. (DGRW) 1.3 $1.6M 36k 43.22
Advisorshares Tr bny grwth (AADR) 1.2 $1.5M 33k 45.59
Invesco Exchange Traded Fd Ts&p Sml600 Gwt etf/equity (RZG) 1.2 $1.5M 13k 112.92
Direxion Shs Etf Tr all cp insider 1.2 $1.5M 38k 38.40
Invesco S&p 500 High Div, Low V equities (SPHD) 1.1 $1.3M 32k 42.48
iShares Russell 3000 Growth Index (IUSG) 0.8 $1.1M 17k 60.34
First Trust Cloud Computing Et (SKYY) 0.8 $986k 17k 57.64
iShares Russell 1000 Value Index (IWD) 0.7 $906k 7.3k 123.65
Vanguard Growth ETF (VUG) 0.7 $889k 5.7k 156.35
Spdr S&p 500 Etf (SPY) 0.7 $846k 3.0k 281.91
Janus Detroit Str Tr fund (JMBS) 0.7 $826k 16k 51.33
First Tr Exchange Traded Fd fst low mtg etf (LMBS) 0.7 $817k 16k 51.18
iShares Dow Jones US Aerospace & Def.ETF (ITA) 0.6 $753k 3.8k 200.21
iShares Russell 3000 Value Index (IUSV) 0.6 $741k 14k 54.69
Gw Pharmaceuticals Plc ads 0.6 $728k 4.3k 168.32
iShares S&P NA Tech. Sec. Idx (IGM) 0.5 $667k 3.2k 205.61
Vanguard Mid-Cap Growth ETF (VOT) 0.5 $643k 4.5k 142.79
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.5 $614k 7.1k 86.88
Vanguard Total Bond Market ETF (BND) 0.5 $588k 7.2k 81.17
Ishares Inc core msci emkt (IEMG) 0.4 $544k 11k 51.85
iShares Russell 1000 Index (IWB) 0.4 $526k 3.3k 157.49
First Trust Financials AlphaDEX (FXO) 0.4 $536k 18k 30.35
First Tr Exch Trd Alpha Fd I em sml cp alph (FEMS) 0.4 $529k 15k 35.44
Vanguard High Dividend Yield ETF (VYM) 0.4 $518k 6.0k 85.85
iShares Dow Jones US Financial (IYF) 0.4 $511k 4.3k 118.31
iShares Barclays 20+ Yr Treas.Bond (TLT) 0.4 $500k 4.0k 125.00
iShares Dow Jones US Technology (IYW) 0.4 $481k 2.5k 191.10
Amazon (AMZN) 0.4 $475k 260.00 1825.00
First Trust Amex Biotech Index Fnd (FBT) 0.4 $466k 3.1k 150.91
Fidelity msci info tech i (FTEC) 0.4 $475k 8.0k 59.34
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.3 $424k 7.0k 60.65
iShares Lehman Aggregate Bond (AGG) 0.3 $388k 3.6k 108.65
Vanguard Europe Pacific ETF (VEA) 0.3 $373k 9.1k 40.77
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.3 $336k 3.1k 107.11
Vanguard Emerging Markets ETF (VWO) 0.3 $328k 7.7k 42.54
Abbott Laboratories (ABT) 0.3 $326k 4.1k 78.90
iShares Russell Midcap Index Fund (IWR) 0.2 $307k 5.7k 54.02
Microsoft Corporation (MSFT) 0.2 $298k 2.5k 117.83
Vanguard Short-Term Bond ETF (BSV) 0.2 $291k 3.7k 79.60
WisdomTree SmallCap Earnings Fund (EES) 0.2 $285k 7.9k 36.07
Vanguard Small-Cap Value ETF (VBR) 0.2 $274k 2.1k 128.76
D First Tr Exchange-traded (FPE) 0.2 $266k 14k 19.02
Ssga Active Etf Tr blkstn gsosrln (SRLN) 0.2 $277k 6.0k 45.79
Fidelity msci hlth care i (FHLC) 0.2 $269k 6.0k 44.63
Danaher Corporation (DHR) 0.2 $260k 2.0k 131.71
Sempra Energy (SRE) 0.2 $244k 1.9k 125.84
Abbvie (ABBV) 0.2 $250k 3.1k 80.10
iShares Barclays TIPS Bond Fund (TIP) 0.2 $239k 2.1k 112.79
iShares Dow Jones US Healthcare (IYH) 0.2 $233k 1.2k 194.17
Home Depot (HD) 0.2 $223k 1.1k 194.08
Visa (V) 0.2 $220k 1.4k 156.36
Apple (AAPL) 0.2 $216k 1.1k 188.32
Global X Fds glb x mlp enr 0.1 $180k 14k 13.23