HoldingsChannel.com
Sequoia Financial Advisors LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 1,596,454 +122,359 $249,893
     VTI1,596,454+122,359$249,893
ISHARES TR (IXUS) 2,763,313 +18,342 $150,656
     IXUS2,763,313+18,342$150,656
ISHARES TR (AGG) 943,112 +25,935 $111,485
     AGG943,112+25,935$111,485
VANGUARD SCOTTSDALE FDS (VONG) 447,397 -25,208 $88,280
     VONG447,397-25,208$88,280
SPDR INDEX SHS FDS (RWO) 1,701,434 -237,550 $66,407
     RWO1,701,434-237,550$66,407
SCHWAB STRATEGIC TR 829,401 +109,124 $61,459
     SCHX829,401+109,124$61,459
SPDR INDEX SHS FDS (GII) 1,370,653 -281,431 $59,980
     GII1,370,653-281,431$59,980
SCHWAB STRATEGIC TR 866,201 +145,213 $48,715
     SCHZ866,201+145,213$48,715
APPLE INC 99,281 +1,625 $36,218
     AAPL99,281+1,625$36,218
SPDR INDEX SHS FDS (SPGM) 839,565 +76,123 $33,440
     SPGM839,565+76,123$33,440
ISHARES TR (MUB) 280,073 +38,881 $32,320
     MUB280,073+38,881$32,320
MICROSOFT CORP 143,832 +123 $29,271
     MSFT143,832+123$29,271
SPDR INDEX SHS FDS (CWI) 1,216,970 -176,756 $27,577
     CWI1,216,970-176,756$27,577
JANUS DETROIT STR TR 529,313 +529,313 $26,603
     VNLA529,313+529,313$26,603
ISHARES TR (IWM) 173,131 +136,897 $24,789
     IWM173,131+136,897$24,789
SCHWAB STRATEGIC TR 398,452 +12,050 $23,421
     SCHR398,452+12,050$23,421
INVESCO EXCHANGE TRADED FD T (RSP) 192,199 -2,959 $19,558
     RSP192,199-2,959$19,558
AMAZON COM INC 6,386 +461 $17,618
     AMZN6,386+461$17,618
BERKSHIRE HATHAWAY INC DEL      $15,438
     BRK.B86,484+16,737$15,438
PIMCO ETF TR (CORP) 125,101 +10,399 $14,296
     CORP125,101+10,399$14,296
PIMCO ETF TR (MINT) 138,047 +9,873 $14,038
     MINT138,047+9,873$14,038
WISDOMTREE TR 260,683 +15,356 $14,030
     AGGY260,683+15,356$14,030
FIRST TR NASDAQ 100 TECH IND (FDN) 79,927 -158 $13,628
     FDN79,927-158$13,628
SCHWAB STRATEGIC TR 189,863 +77,815 $12,406
     SCHA189,863+77,815$12,406
WISDOMTREE TR 259,361 -2,822 $11,798
     DGRW259,361-2,822$11,798
SCHWAB STRATEGIC TR 393,794 +13,193 $11,644
     SCHC393,794+13,193$11,644
ISHARES TR (ITOT) 165,465 +27,908 $11,490
     ITOT165,465+27,908$11,490
ISHARES TR (ACWI) 142,839 +21,572 $10,530
     ACWI142,839+21,572$10,530
INVESCO QQQ TR 42,383 +14,701 $10,494
     QQQ42,383+14,701$10,494
SPDR S&P 500 ETF TR (SPY) 30,313 +6,880 $9,347
     SPY30,313+6,880$9,347
SALESFORCE COM INC 44,344 +4,276 $8,307
     CRM44,344+4,276$8,307
ISHARES TR (GOVT) 287,033 +22,976 $8,034
     GOVT287,033+22,976$8,034
SERVICENOW INC 19,702 +1,821 $7,980
     NOW19,702+1,821$7,980
LABORATORY CORP AMER HLDGS 47,768 +6,302 $7,935
     LH47,768+6,302$7,935
ALIBABA GROUP HLDG LTD 34,880 +4,388 $7,524
     BABA34,880+4,388$7,524
SELECT SECTOR SPDR TR (XLI) 109,197 -1,736 $7,502
     XLI109,197-1,736$7,502
BROOKFIELD INFRAST PARTNERS 179,287 -543 $7,370
     BIP179,287-543$7,370
SCHWAB STRATEGIC TR 146,989 +24,645 $7,366
     SCHV146,989+24,645$7,366
ISHARES TR (IVV) 23,666 +376 $7,329
     IVV23,666+376$7,329
SCHWAB STRATEGIC TR 70,276 -168 $7,136
     SCHG70,276-168$7,136
SCHWAB STRATEGIC TR 261,730 +24,645 $6,373
     SCHE261,730+24,645$6,373
ALPHABET INC 4,270 -1,021 $6,036
     GOOG4,270-1,021$6,036
HOME DEPOT INC 23,239 +1,837 $5,822
     HD23,239+1,837$5,822
SPDR GOLD TR (GLD) 34,625 -2,891 $5,795
     GLD34,625-2,891$5,795
CENTENE CORP DEL 91,140 +10,424 $5,792
     CNC91,140+10,424$5,792
COMCAST CORP NEW 145,295 +18,893 $5,664
     CMCSA145,295+18,893$5,664
ZIMMER BIOMET HOLDINGS INC 47,077 +47,077 $5,619
     ZBH47,077+47,077$5,619
PALO ALTO NETWORKS INC 24,138 +3,071 $5,544
     PANW24,138+3,071$5,544
INCYTE CORP 51,086 -3,913 $5,311
     INCY51,086-3,913$5,311
STERIS PLC 34,208 +4,529 $5,249
     STE34,208+4,529$5,249

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 06/30/2020: $1,690,810
At 03/31/2020: $1,354,292

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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