HoldingsChannel.com
Sequoia Financial Advisors LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 1,474,095 +217,185 $190,026
     VTI1,474,095+217,185$190,026
ISHARES TR (IXUS) 2,744,971 +30,662 $129,041
     IXUS2,744,971+30,662$129,041
ISHARES TR (AGG) 917,177 +36,904 $105,815
     AGG917,177+36,904$105,815
VANGUARD SCOTTSDALE FDS (VONG) 472,605 +9,136 $73,102
     VONG472,605+9,136$73,102
SPDR INDEX SHS FDS (RWO) 1,938,984 +86,624 $69,803
     RWO1,938,984+86,624$69,803
SPDR INDEX SHS FDS (GII) 1,652,084 +48,857 $64,497
     GII1,652,084+48,857$64,497
SCHWAB STRATEGIC TR 720,277 +154,410 $44,117
     SCHX720,277+154,410$44,117
SCHWAB STRATEGIC TR 720,988 +70,131 $39,128
     SCHZ720,988+70,131$39,128
SPDR INDEX SHS FDS (CWI) 1,393,726 +117,889 $27,484
     CWI1,393,726+117,889$27,484
ISHARES TR (MUB) 241,192 +19,036 $27,257
     MUB241,192+19,036$27,257
SPDR INDEX SHS FDS (SPGM) 763,442 +763,442 $25,675
     SPGM763,442+763,442$25,675
APPLE INC 97,656 -7,138 $24,833
     AAPL97,656-7,138$24,833
SCHWAB STRATEGIC TR 386,402 +5,838 $22,713
     SCHR386,402+5,838$22,713
MICROSOFT CORP 143,709 +14,610 $22,664
     MSFT143,709+14,610$22,664
INVESCO EXCHANGE TRADED FD T (RSP) 195,158 -3,335 $16,397
     RSP195,158-3,335$16,397
BERKSHIRE HATHAWAY INC DEL      $12,752
     BRK.B69,747+11,658$12,752
PIMCO ETF TR (MINT) 128,174 +5,096 $12,687
     MINT128,174+5,096$12,687
WISDOMTREE TR 245,327 -17,194 $12,671
     AGGY245,327-17,194$12,671
PIMCO ETF TR (CORP) 114,702 +11,280 $12,142
     CORP114,702+11,280$12,142
AMAZON COM INC 5,925 +1,553 $11,552
     AMZN5,925+1,553$11,552
WISDOMTREE TR 262,183 -9,018 $10,202
     DGRW262,183-9,018$10,202
FIRST TR EXCHANGE TRADED FD (FDN) 80,085 -1,859 $9,909
     FDN80,085-1,859$9,909
SCHWAB STRATEGIC TR 380,601 +13,506 $9,287
     SCHC380,601+13,506$9,287
ISHARES TR (ITOT) 137,557 +41,877 $7,870
     ITOT137,557+41,877$7,870
ISHARES TR (ACWI) 121,267 +32,718 $7,588
     ACWI121,267+32,718$7,588
ISHARES TR (GOVT) 264,057 +10,761 $7,396
     GOVT264,057+10,761$7,396
SELECT SECTOR SPDR TR (XLI) 110,933 -7,413 $6,546
     XLI110,933-7,413$6,546
BROOKFIELD INFRAST PARTNERS 179,830 -874 $6,468
     BIP179,830-874$6,468
ALPHABET INC 5,291 +119 $6,152
     GOOG5,291+119$6,152
SPDR S&P 500 ETF TR (SPY) 23,433 +3,492 $6,040
     SPY23,433+3,492$6,040
ISHARES TR (IVV) 23,290 +2,217 $6,018
     IVV23,290+2,217$6,018
ALIBABA GROUP HLDG LTD 30,492 -199 $5,930
     BABA30,492-199$5,930
SCHWAB STRATEGIC TR 112,048 +11,599 $5,773
     SCHA112,048+11,599$5,773
SALESFORCE COM INC 40,068 -352 $5,769
     CRM40,068-352$5,769
SCHWAB STRATEGIC TR 70,444 +14,680 $5,611
     SCHG70,444+14,680$5,611
SPDR GOLD TRUST (GLD) 37,516 +428 $5,554
     GLD37,516+428$5,554
SCHWAB STRATEGIC TR 122,344 -1,776 $5,416
     SCHV122,344-1,776$5,416
INVESCO QQQ TR 27,682 +4,977 $5,271
     QQQ27,682+4,977$5,271
LABORATORY CORP AMER HLDGS 41,466 +14,091 $5,241
     LH41,466+14,091$5,241
SERVICENOW INC 17,881 -415 $5,124
     NOW17,881-415$5,124
SCHWAB STRATEGIC TR 237,085 +16,326 $4,905
     SCHE237,085+16,326$4,905
CENTENE CORP DEL 80,716 -3,675 $4,795
     CNC80,716-3,675$4,795
COMCAST CORP NEW 126,402 -8,202 $4,346
     CMCSA126,402-8,202$4,346
STERIS PLC 29,679 +29,679 $4,154
     STE29,679+29,679$4,154
ISHARES TR (IWM) 36,234 +3,917 $4,147
     IWM36,234+3,917$4,147
WALMART INC 35,984 +2,030 $4,089
     WMT35,984+2,030$4,089
INCYTE CORP 54,999 +28,518 $4,028
     INCY54,999+28,518$4,028
HOME DEPOT INC 21,402 +240 $3,996
     HD21,402+240$3,996
ISHARES TR (LQD) 31,555 +3,328 $3,897
     LQD31,555+3,328$3,897
AT&T INC 127,498 +12,056 $3,717
     T127,498+12,056$3,717

See Full List: All Stocks Held By Sequoia Financial Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Sequoia Financial Advisors LLC

Size ($ in 1000's)
At 03/31/2020: $1,354,292
At 12/31/2019: $1,574,430

Sequoia Financial Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sequoia Financial Advisors LLC 13F filings. Link to 13F filings: SEC filings

Sequoia Financial Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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