HoldingsChannel.com
Sequoia Financial Advisors LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 1,174,399 +184,238 $177,334
     VTI1,174,399+184,238$177,334
ISHARES TR (IXUS) 2,659,793 -178,832 $153,630
     IXUS2,659,793-178,832$153,630
ISHARES TR (AGG) 817,025 +120,810 $92,463
     AGG817,025+120,810$92,463
SPDR INDEX SHS FDS (RWO) 1,765,420 +41,954 $91,555
     RWO1,765,420+41,954$91,555
SPDR INDEX SHS FDS (GII) 1,516,880 +42,549 $80,994
     GII1,516,880+42,549$80,994
VANGUARD SCOTTSDALE FDS (VONG) 443,951 +125,623 $72,879
     VONG443,951+125,623$72,879
SCHWAB STRATEGIC TR 520,801 +67,140 $36,940
     SCHX520,801+67,140$36,940
SCHWAB STRATEGIC TR 578,890 +124,149 $31,173
     SCHZ578,890+124,149$31,173
SPDR INDEX SHS FDS (CWI) 1,220,457 +229,121 $29,340
     CWI1,220,457+229,121$29,340
SPDR INDEX SHS FDS (SPGM) 653,262 +653,262 $26,072
     SPGM653,262+653,262$26,072
APPLE INC 105,610 -11,318 $23,654
     AAPL105,610-11,318$23,654
ISHARES TR (MUB) 198,305 +17,142 $22,627
     MUB198,305+17,142$22,627
SCHWAB STRATEGIC TR 334,898 +50,114 $18,607
     SCHR334,898+50,114$18,607
MICROSOFT CORP 123,990 -6,865 $17,238
     MSFT123,990-6,865$17,238
WISDOMTREE TR 283,020 -6,084 $12,761
     DGRW283,020-6,084$12,761
BERKSHIRE HATHAWAY INC DEL      $12,390
     BRK.B59,560-2,047$12,390
WISDOMTREE TR 233,760 +27,048 $12,221
     AGGY233,760+27,048$12,221
PIMCO ETF TR (MINT) 117,502 +197 $11,953
     MINT117,502+197$11,953
FIRST TR EXCHANGE TRADED FD (FDN) 84,658 -873 $11,398
     FDN84,658-873$11,398
SCHWAB STRATEGIC TR 341,361 -622,592 $10,855
     SCHC341,361-622,592$10,855
PIMCO ETF TR (CORP) 90,863 +12,110 $9,969
     CORP90,863+12,110$9,969
SELECT SECTOR SPDR TR (XLI) 123,635 -1,901 $9,598
     XLI123,635-1,901$9,598
BROOKFIELD INFRAST PARTNERS 185,106 -1,320 $9,183
     BIP185,106-1,320$9,183
AMAZON COM INC 4,339 -81 $7,532
     AMZN4,339-81$7,532
SCHWAB STRATEGIC TR 97,291 +11,087 $6,784
     SCHA97,291+11,087$6,784
SCHWAB STRATEGIC TR 118,654 +5,713 $6,731
     SCHV118,654+5,713$6,731
COMCAST CORP NEW 138,706 -3,554 $6,253
     CMCSA138,706-3,554$6,253
ISHARES TR (IVV) 20,922 +1,871 $6,246
     IVV20,922+1,871$6,246
ALPHABET INC 5,071 -161 $6,182
     GOOG5,071-161$6,182
INTERNATIONAL BUSINESS MACHS 41,114 +3,961 $5,979
     IBM41,114+3,961$5,979
ISHARES TR (ACWI) 80,440 +11,968 $5,932
     ACWI80,440+11,968$5,932
SPDR S&P 500 ETF TR (SPY) 19,673 +1,778 $5,838
     SPY19,673+1,778$5,838
SALESFORCE COM INC 38,585 -1,495 $5,728
     CRM38,585-1,495$5,728
ISHARES TR (ITOT) 85,161 +19,707 $5,712
     ITOT85,161+19,707$5,712
ISHARES TR (GOVT) 216,675 +55,949 $5,704
     GOVT216,675+55,949$5,704
MEDTRONIC PLC 51,442 -3,462 $5,588
     MDT51,442-3,462$5,588
AMERICAN EXPRESS CO 44,609 -3,888 $5,276
     AXP44,609-3,888$5,276
SCHWAB STRATEGIC TR 207,908 +17,289 $5,225
     SCHE207,908+17,289$5,225
CELGENE CORP 52,011 -2,623 $5,165
     CELG52,011-2,623$5,165
SPDR GOLD TRUST (GLD) 36,966 +2,055 $5,133
     GLD36,966+2,055$5,133
ALIBABA GROUP HLDG LTD 30,519 -623 $5,104
     BABA30,519-623$5,104
CBRE GROUP INC 93,820 -5,163 $4,973
     CBRE93,820-5,163$4,973
DISCOVERY COMMUNICATNS NEW 195,563 -8,477 $4,815
     DISCK195,563-8,477$4,815
ISHARES TR (IWM) 31,412 -26 $4,754
     IWM31,412-26$4,754
LABORATORY CORP AMER HLDGS 26,841 -1,455 $4,509
     LH26,841-1,455$4,509
HOME DEPOT INC 19,366 -1,430 $4,493
     HD19,366-1,430$4,493
SCHWAB STRATEGIC TR 53,310 +33,396 $4,479
     SCHG53,310+33,396$4,479
MARATHON PETE CORP 73,329 -782 $4,455
     MPC73,329-782$4,455
AT&T INC 117,160 +33,775 $4,433
     T117,160+33,775$4,433
SERVICENOW INC 17,209 -1,166 $4,369
     NOW17,209-1,166$4,369

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 09/30/2019: $1,380,919
At 06/30/2019: $1,344,429

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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