Sequoia Wealth Management

Sequoia Wealth Management as of Sept. 30, 2019

Portfolio Holdings for Sequoia Wealth Management

Sequoia Wealth Management holds 56 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 16.8 $8.2M 54k 151.28
Goldman Sachs Etf Tr (GSLC) 6.8 $3.3M 55k 60.35
iShares S&P 500 Index (IVV) 6.2 $3.1M 10k 298.66
iShares Russell 2000 Index (IWM) 5.4 $2.7M 18k 152.37
Fs Investment Corporation 4.7 $2.3M 395k 5.82
wisdomtreetrusdivd.. (DGRW) 3.7 $1.8M 40k 45.37
iShares S&P MidCap 400 Index (IJH) 3.1 $1.5M 7.9k 193.26
First Tr Exchange Traded Fd nasdaq cea cyb (CIBR) 3.1 $1.5M 55k 27.89
Invesco S&p 500 High Div, Low V equities (SPHD) 2.5 $1.2M 29k 42.73
Invesco Qqq Trust Series 1 (QQQ) 2.3 $1.1M 5.9k 188.40
First Trust Cloud Computing Et (SKYY) 2.1 $1.0M 18k 56.79
iShares Russell 3000 Growth Index (IUSG) 2.0 $978k 16k 62.71
Vanguard Growth ETF (VUG) 2.0 $963k 5.8k 166.18
Ishares High Dividend Equity F (HDV) 1.9 $940k 10k 94.00
Spdr S&p 500 Etf (SPY) 1.9 $925k 3.1k 296.85
iShares Russell 1000 Value Index (IWD) 1.9 $921k 7.2k 128.43
iShares Dow Jones US Aerospace & Def.ETF (ITA) 1.7 $812k 3.7k 220.29
iShares S&P SmallCap 600 Index (IJR) 1.6 $801k 10k 78.09
iShares Russell 3000 Value Index (IUSV) 1.6 $788k 14k 57.63
Vanguard High Dividend Yield ETF (VYM) 1.5 $730k 8.2k 88.94
First Trust Amex Biotech Index Fnd (FBT) 1.4 $691k 5.5k 125.07
Vanguard Total Bond Market ETF (BND) 1.4 $665k 7.9k 84.12
iShares S&P NA Tech. Sec. Idx (IGM) 1.3 $635k 2.9k 218.59
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 1.3 $633k 6.9k 91.33
Vanguard Mid-Cap Growth ETF (VOT) 1.2 $590k 4.0k 148.20
Gw Pharmaceuticals Plc ads 1.2 $570k 4.9k 115.74
iShares Russell 1000 Index (IWB) 1.1 $541k 3.3k 164.89
iShares Lehman Aggregate Bond (AGG) 1.1 $525k 4.7k 112.81
Fidelity msci info tech i (FTEC) 1.1 $519k 8.0k 64.83
iShares Dow Jones US Technology (IYW) 1.0 $495k 2.4k 207.98
iShares Barclays 20+ Yr Treas.Bond (TLT) 1.0 $489k 3.4k 142.57
Ishares Tr usa min vo (USMV) 0.9 $428k 6.7k 64.27
iShares Dow Jones US Financial (IYF) 0.9 $419k 3.2k 130.08
First Tr Exch Trd Alpha Fd I em sml cp alph (FEMS) 0.8 $386k 11k 34.26
Vanguard Europe Pacific ETF (VEA) 0.8 $373k 9.1k 41.22
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.7 $351k 3.1k 111.89
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.7 $330k 5.5k 60.54
Ishares Inc core msci emkt (IEMG) 0.7 $324k 6.6k 48.89
iShares Russell Midcap Index Fund (IWR) 0.7 $316k 5.6k 56.08
Vanguard Small-Cap Value ETF (VBR) 0.6 $313k 2.4k 128.65
Ishares Msci Usa Quality Facto invalid (QUAL) 0.6 $306k 3.3k 93.04
Sempra Energy (SRE) 0.6 $291k 2.0k 148.02
Vanguard Emerging Markets ETF (VWO) 0.6 $290k 7.3k 39.99
iShares iBoxx $ High Yid Corp Bond (HYG) 0.6 $281k 3.2k 86.97
D First Tr Exchange-traded (FPE) 0.6 $277k 14k 19.67
Vanguard Short-Term Bond ETF (BSV) 0.6 $275k 3.4k 80.76
First Trust Financials AlphaDEX (FXO) 0.5 $252k 7.9k 31.91
Ishares Tr Msci Usa Momentum Factor (MTUM) 0.5 $247k 2.1k 119.73
EXACT Sciences Corporation (EXAS) 0.5 $236k 2.7k 89.06
iShares Dow Jones US Healthcare (IYH) 0.5 $231k 1.2k 192.50
Fidelity msci hlth care i (FHLC) 0.4 $204k 4.7k 43.87
Vanguard Mid-Cap Value ETF (VOE) 0.4 $203k 1.8k 112.90
Pimco Total Return Etf totl (BOND) 0.4 $201k 1.9k 108.36
Fireeye 0.3 $165k 13k 13.20
iShares Silver Trust (SLV) 0.3 $160k 10k 16.00
Wells Fargo Adv Inc Opport Fund (EAD) 0.3 $126k 15k 8.24