Sequoia Wealth Management

Sequoia Wealth Management as of June 30, 2019

Portfolio Holdings for Sequoia Wealth Management

Sequoia Wealth Management holds 51 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr usa min vo (USMV) 12.7 $13M 214k 62.92
Ishares Inc ctr wld minvl (ACWV) 11.9 $13M 136k 92.74
Invesco Qqq Trust Series 1 (QQQ) 11.5 $12M 63k 191.95
Invesco S&p 500 Equal Weight Etf (RSP) 10.6 $11M 103k 108.40
Invesco S&p Smallcap Low Volatility Etf (XSLV) 9.2 $9.7M 203k 47.66
Vanguard Total Stock Market ETF (VTI) 6.2 $6.6M 43k 151.89
First Trust IPOX-100 Index Fund (FPX) 4.1 $4.3M 54k 79.91
iShares S&P 500 Index (IVV) 2.5 $2.7M 8.9k 299.26
Invesco Exchange Traded Fd T dwa nasdaq mnt 2.3 $2.4M 20k 121.98
Ishares High Dividend Equity F (HDV) 2.0 $2.1M 22k 94.39
iShares Russell 2000 Index (IWM) 1.6 $1.7M 11k 153.80
Advisorshares Tr bny grwth (AADR) 1.6 $1.7M 32k 51.80
Invesco Exchange Traded Fd Tr etf (PEY) 1.5 $1.6M 90k 18.19
Invesco Bulletshares 2020 Corp 1.5 $1.6M 75k 21.29
Invesco Exchange Traded Fd Ts&p Sml600 Gwt etf/equity (RZG) 1.4 $1.5M 14k 110.76
Direxion Shs Etf Tr all cp insider 1.4 $1.5M 38k 39.11
Goldman Sachs Etf Tr (GSLC) 1.3 $1.4M 23k 59.91
iShares S&P MidCap 400 Index (IJH) 1.2 $1.3M 6.7k 193.64
wisdomtreetrusdivd.. (DGRW) 1.0 $1.1M 24k 44.38
Vanguard Growth ETF (VUG) 1.0 $1.0M 6.1k 167.54
Spdr S&p 500 Etf (SPY) 0.9 $986k 3.3k 297.26
iShares Russell 1000 Value Index (IWD) 0.8 $881k 6.9k 127.90
First Tr Exchange Traded Fd fst low mtg etf (LMBS) 0.7 $757k 15k 51.80
First Tr Exchange Traded Fd nasdaq cea cyb (CIBR) 0.7 $755k 25k 30.02
Janus Detroit Str Tr fund (JMBS) 0.7 $763k 15k 51.80
Gw Pharmaceuticals Plc ads 0.7 $708k 4.3k 163.70
iShares Russell 3000 Growth Index (IUSG) 0.6 $647k 10k 63.62
iShares S&P SmallCap 600 Index (IJR) 0.6 $635k 8.2k 77.20
Vanguard Mid-Cap Growth ETF (VOT) 0.6 $606k 4.0k 152.22
Vanguard High Dividend Yield ETF (VYM) 0.6 $596k 6.8k 88.07
iShares Barclays 20+ Yr Treas.Bond (TLT) 0.5 $532k 4.0k 133.00
iShares Russell 3000 Value Index (IUSV) 0.5 $475k 8.3k 57.02
First Trust Amex Biotech Index Fnd (FBT) 0.4 $458k 3.3k 138.24
First Tr Exch Trd Alpha Fd I em sml cp alph (FEMS) 0.4 $422k 12k 36.51
Invesco S&p 500 High Div, Low V equities (SPHD) 0.4 $404k 9.7k 41.71
iShares Russell Midcap Index Fund (IWR) 0.3 $369k 6.5k 56.68
Vanguard Europe Pacific ETF (VEA) 0.3 $374k 9.0k 41.48
iShares Russell 1000 Index (IWB) 0.3 $346k 2.1k 165.16
First Trust Cloud Computing Et (SKYY) 0.3 $329k 5.5k 59.50
Vanguard Small-Cap Value ETF (VBR) 0.3 $314k 2.4k 129.06
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.3 $318k 2.9k 108.72
iShares S&P NA Tech. Sec. Idx (IGM) 0.3 $300k 1.3k 223.71
Vanguard Emerging Markets ETF (VWO) 0.3 $290k 6.8k 42.67
Sempra Energy (SRE) 0.3 $271k 1.9k 141.07
Vanguard Short-Term Bond ETF (BSV) 0.2 $255k 3.2k 80.29
D First Tr Exchange-traded (FPE) 0.2 $252k 13k 19.59
iShares MSCI Emerging Markets Indx (EEM) 0.2 $244k 5.7k 43.06
WisdomTree SmallCap Earnings Fund (EES) 0.2 $241k 6.9k 34.78
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.2 $237k 2.6k 90.01
Ishares Tr Msci Usa Momentum Factor (MTUM) 0.2 $211k 1.7k 121.47
Vanguard Mid-Cap Value ETF (VOE) 0.2 $200k 1.8k 111.23