HoldingsChannel.com
Sequoia Financial Advisors LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES TR (IXUS) 2,838,625 +83,259 $166,457
     IXUS2,838,625+83,259$166,457
VANGUARD INDEX FDS (VTI) 990,161 +83,977 $148,613
     VTI990,161+83,977$148,613
SPDR INDEX SHS FDS (RWO) 1,723,466 +128,011 $86,001
     RWO1,723,466+128,011$86,001
SPDR INDEX SHS FDS (GII) 1,474,331 +156,003 $78,331
     GII1,474,331+156,003$78,331
ISHARES TR (AGG) 696,215 +138,207 $77,524
     AGG696,215+138,207$77,524
VANGUARD SCOTTSDALE FDS (VONG) 318,328 +27,422 $51,652
     VONG318,328+27,422$51,652
SPDR INDEX SHS FDS (CWI) 991,336 +136,762 $36,352
     CWI991,336+136,762$36,352
SCHWAB STRATEGIC TR 453,661 +71,988 $31,842
     SCHX453,661+71,988$31,842
SCHWAB STRATEGIC TR 963,953 +34,268 $31,463
     SCHC963,953+34,268$31,463
SCHWAB STRATEGIC TR 454,741 +107,252 $24,101
     SCHZ454,741+107,252$24,101
SPDR INDEX SHS FDS (ACIM) 301,427 +47,636 $24,099
     ACIM301,427+47,636$24,099
APPLE INC 116,928 +1,350 $23,142
     AAPL116,928+1,350$23,142
INVESCO EXCHANGE TRADED FD T (RSP) 204,854 -7,078 $22,083
     RSP204,854-7,078$22,083
ISHARES TR (MUB) 181,163 +4,659 $20,488
     MUB181,163+4,659$20,488
MICROSOFT CORP 130,855 +4,422 $17,529
     MSFT130,855+4,422$17,529
SCHWAB STRATEGIC TR 284,784 +66,193 $15,652
     SCHR284,784+66,193$15,652
BERKSHIRE HATHAWAY INC DEL      $13,133
     BRK.B61,607-2,925$13,133
WISDOMTREE TR 289,104 -9,116 $12,619
     DGRW289,104-9,116$12,619
FIRST TR EXCHANGE TRADED FD (FDN) 85,531 -1,100 $12,301
     FDN85,531-1,100$12,301
PIMCO ETF TR (MINT) 117,305 +4,872 $11,936
     MINT117,305+4,872$11,936
WISDOMTREE TR 206,712 +48,468 $10,592
     AGGY206,712+48,468$10,592
SELECT SECTOR SPDR TR (XLI) 125,536 -1,247 $9,719
     XLI125,536-1,247$9,719
PIMCO ETF TR (CORP) 78,753 +19,375 $8,462
     CORP78,753+19,375$8,462
AMAZON COM INC 4,420 -84 $8,370
     AMZN4,420-84$8,370
BROOKFIELD INFRAST PARTNERS 186,426 -8,572 $8,005
     BIP186,426-8,572$8,005
SPDR INDEX SHS FDS (GNR) 157,143 -58,303 $7,208
     GNR157,143-58,303$7,208
SCHWAB STRATEGIC TR 112,941 +12,106 $6,340
     SCHV112,941+12,106$6,340
SCHWAB STRATEGIC TR 86,204 +12,026 $6,162
     SCHA86,204+12,026$6,162
SALESFORCE COM INC 40,080 +88 $6,081
     CRM40,080+88$6,081
COMCAST CORP NEW 142,260 +57,321 $6,015
     CMCSA142,260+57,321$6,015
AMERICAN EXPRESS CO 48,497 -484 $5,987
     AXP48,497-484$5,987
DISCOVERY INC 204,040 +449 $5,805
     DISCK204,040+449$5,805
ALPHABET INC 5,232 +78 $5,655
     GOOG5,232+78$5,655
ISHARES TR (IVV) 19,051 -176 $5,615
     IVV19,051-176$5,615
MEDTRONIC PLC 54,904 +674 $5,347
     MDT54,904+674$5,347
ALIBABA GROUP HLDG LTD 31,142 +67 $5,277
     BABA31,142+67$5,277
SPDR S&P 500 ETF TR (SPY) 17,895 -181 $5,243
     SPY17,895-181$5,243
INTERNATIONAL BUSINESS MACHS 37,153 +3,579 $5,123
     IBM37,153+3,579$5,123
CBRE GROUP INC 98,983 -505 $5,078
     CBRE98,983-505$5,078
CELGENE CORP 54,634 +278 $5,050
     CELG54,634+278$5,050
ISHARES TR (ACWI) 68,472 +15,534 $5,047
     ACWI68,472+15,534$5,047
SERVICENOW INC 18,375 -6,834 $5,045
     NOW18,375-6,834$5,045
SCHWAB STRATEGIC TR 190,619 +19,196 $5,002
     SCHE190,619+19,196$5,002
LABORATORY CORP AMER HLDGS 28,296 -1 $4,892
     LH28,296-1$4,892
ISHARES TR (IWM) 31,438 +237 $4,889
     IWM31,438+237$4,889
SPDR GOLD TRUST (GLD) 34,911 -1,409 $4,650
     GLD34,911-1,409$4,650
CENTENE CORP DEL 88,147 +2,359 $4,622
     CNC88,147+2,359$4,622
ALLEGHENY TECHNOLOGIES INC 180,247 +4,932 $4,542
     ATI180,247+4,932$4,542
ISHARES TR (ITOT) 65,454 +27,613 $4,361
     ITOT65,454+27,613$4,361
HOME DEPOT INC 20,796 +1,249 $4,325
     HD20,796+1,249$4,325

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 06/30/2019: $1,344,429
At 03/31/2019: $1,217,634

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

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.