Sequoia Financial Advisors
Latest statistics and disclosures from Sequoia Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, VONG, IXUS, MSFT, AGG, and represent 21.17% of Sequoia Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: AMT (+$39M), SSNC (+$31M), VTI (+$30M), WMT (+$26M), VCIT (+$24M), TMO (+$20M), RTX (+$20M), XYL (+$18M), SLB (+$17M), PG (+$16M).
- Started 99 new stock positions in MNMD, FLO, QGEN, IEO, EVLV, IGIB, VOT, BAH, HYG, SSNC.
- Reduced shares in these 10 stocks: FNDF (-$96M), IXUS (-$59M), CZR (-$50M), NVDA (-$43M), IVLU (-$37M), , VTV (-$26M), ECL (-$26M), PANW (-$24M), VUG (-$24M).
- Sold out of its positions in APG, ARKG, AMG, AEM, LNT, Altitude Acq Cl A -cw27, ABCB, APA, APP, ARM.
- Sequoia Financial Advisors was a net seller of stock by $-560M.
- Sequoia Financial Advisors has $8.0B in assets under management (AUM), dropping by -0.27%.
- Central Index Key (CIK): 0001599900
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Portfolio Holdings for Sequoia Financial Advisors
Sequoia Financial Advisors holds 1146 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Sequoia Financial Advisors has 1146 total positions. Only the first 250 positions are shown.
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- Download the Sequoia Financial Advisors March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 9.1 | $732M | +4% | 2.8M | 259.90 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 3.5 | $284M | 3.3M | 86.67 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 3.1 | $250M | -19% | 3.7M | 67.86 |
|
| Microsoft Corporation (MSFT) | 2.7 | $220M | 522k | 420.72 |
|
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| Ishares Tr Core Us Aggbd Et (AGG) | 2.7 | $218M | +6% | 2.2M | 97.94 |
|
| Apple (AAPL) | 2.7 | $214M | 1.3M | 171.48 |
|
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| Amazon (AMZN) | 2.4 | $197M | -4% | 1.1M | 180.38 |
|
| NVIDIA Corporation (NVDA) | 2.1 | $167M | -20% | 185k | 903.56 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 1.7 | $134M | +3% | 3.7M | 36.54 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 1.6 | $130M | +3% | 1.2M | 110.13 |
|
| Ishares Tr National Mun Etf (MUB) | 1.4 | $114M | 1.1M | 107.60 |
|
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.4 | $110M | +11% | 2.4M | 45.31 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.3 | $108M | -2% | 524k | 205.72 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $105M | -6% | 699k | 150.93 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.3 | $102M | -20% | 628k | 162.86 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $95M | 227k | 420.52 |
|
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 1.1 | $92M | 1.6M | 56.98 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $88M | +2% | 797k | 110.52 |
|
| Spdr Index Shs Fds Portfli Msci Gbl (SPGM) | 1.0 | $81M | 1.4M | 59.68 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $80M | 154k | 523.07 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.9 | $76M | 1.5M | 50.60 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $75M | -2% | 492k | 152.26 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.9 | $71M | +9% | 596k | 119.51 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.8 | $62M | -2% | 1.0M | 62.06 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.8 | $62M | +5% | 590k | 105.03 |
|
| American Tower Reit (AMT) | 0.7 | $59M | +193% | 297k | 197.59 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $55M | -2% | 275k | 200.30 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.7 | $54M | +83% | 664k | 80.51 |
|
| Meta Platforms Cl A (META) | 0.7 | $53M | -17% | 109k | 485.58 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.6 | $51M | +9% | 988k | 51.36 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $51M | -32% | 147k | 344.20 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $51M | -8% | 96k | 525.73 |
|
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.6 | $50M | -66% | 1.4M | 35.61 |
|
| Palo Alto Networks (PANW) | 0.6 | $47M | -33% | 166k | 284.13 |
|
| Thermo Fisher Scientific (TMO) | 0.6 | $46M | +77% | 80k | 581.21 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $45M | +22% | 389k | 116.24 |
|
| Vici Pptys (VICI) | 0.5 | $43M | 1.4M | 30.20 |
|
|
| Eli Lilly & Co. (LLY) | 0.5 | $43M | -14% | 55k | 777.96 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $42M | +9% | 95k | 444.01 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.5 | $42M | +20% | 416k | 100.71 |
|
| Broadcom (AVGO) | 0.5 | $42M | -20% | 31k | 1325.39 |
|
| Raytheon Technologies Corp (RTX) | 0.5 | $41M | +94% | 423k | 97.53 |
|
| Tko Group Holdings Cl A (TKO) | 0.5 | $41M | 470k | 86.41 |
|
|
| Procter & Gamble Company (PG) | 0.5 | $40M | +67% | 249k | 162.25 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.5 | $39M | +2% | 718k | 54.43 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.5 | $39M | +3% | 1.3M | 30.22 |
|
| Wal-Mart Stores (WMT) | 0.5 | $39M | +198% | 641k | 60.17 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.5 | $38M | -10% | 622k | 61.53 |
|
| Honeywell International (HON) | 0.5 | $38M | +2% | 183k | 205.25 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.5 | $37M | -27% | 882k | 41.95 |
|
| salesforce (CRM) | 0.5 | $37M | -3% | 122k | 301.18 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.4 | $35M | +10% | 1.5M | 22.77 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.4 | $34M | 380k | 89.90 |
|
|
| Amgen (AMGN) | 0.4 | $34M | +66% | 119k | 284.32 |
|
| Home Depot (HD) | 0.4 | $34M | -6% | 88k | 383.60 |
|
| Visa Com Cl A (V) | 0.4 | $32M | -18% | 114k | 279.08 |
|
| Ss&c Technologies Holding (SSNC) | 0.4 | $31M | NEW | 486k | 64.37 |
|
| Verizon Communications (VZ) | 0.4 | $31M | +29% | 743k | 41.96 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.4 | $31M | +4% | 396k | 78.64 |
|
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.4 | $31M | -16% | 634k | 48.09 |
|
| Zoetis Cl A (ZTS) | 0.4 | $30M | -4% | 180k | 169.21 |
|
| Goldman Sachs (GS) | 0.4 | $30M | -21% | 71k | 417.69 |
|
| Laboratory Corp Amer Hldgs Com New (LH) | 0.4 | $30M | +54% | 135k | 218.46 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $29M | -12% | 40k | 732.62 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.4 | $29M | 467k | 62.34 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $29M | -2% | 168k | 169.37 |
|
| Zimmer Holdings (ZBH) | 0.3 | $28M | +34% | 209k | 131.98 |
|
| T Rowe Price Etf Price Div Grwt (TDVG) | 0.3 | $27M | +2% | 707k | 38.00 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $27M | +5% | 513k | 51.60 |
|
| Walker & Dunlop (WD) | 0.3 | $27M | 262k | 101.06 |
|
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.3 | $26M | 574k | 46.00 |
|
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.3 | $26M | +4% | 829k | 31.61 |
|
| Planet Fitness Cl A (PLNT) | 0.3 | $26M | -26% | 415k | 62.63 |
|
| Schlumberger Com Stk (SLB) | 0.3 | $25M | +221% | 459k | 54.81 |
|
| Parker-Hannifin Corporation (PH) | 0.3 | $25M | +59% | 45k | 555.79 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.3 | $25M | +8% | 967k | 25.49 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.3 | $24M | +10% | 535k | 45.61 |
|
| Pepsi (PEP) | 0.3 | $24M | -6% | 137k | 175.01 |
|
| Golden Entmt (GDEN) | 0.3 | $24M | -37% | 645k | 37.08 |
|
| Las Vegas Sands (LVS) | 0.3 | $23M | -35% | 443k | 51.70 |
|
| Cheniere Energy Com New (LNG) | 0.3 | $23M | +117% | 140k | 161.28 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $22M | -2% | 77k | 288.03 |
|
| Merck & Co (MRK) | 0.3 | $21M | -6% | 159k | 132.00 |
|
| Nextera Energy (NEE) | 0.3 | $21M | +3% | 327k | 63.91 |
|
| Caterpillar (CAT) | 0.3 | $21M | -4% | 57k | 366.43 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.3 | $21M | 564k | 36.75 |
|
|
| Baxter International (BAX) | 0.2 | $20M | +4% | 466k | 42.74 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $20M | -48% | 150k | 131.37 |
|
| Xylem (XYL) | 0.2 | $19M | +1134% | 148k | 129.24 |
|
| Servicenow (NOW) | 0.2 | $19M | -2% | 25k | 762.39 |
|
| McDonald's Corporation (MCD) | 0.2 | $19M | +16% | 67k | 281.95 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $19M | +2% | 261k | 72.34 |
|
| Sherwin-Williams Company (SHW) | 0.2 | $19M | -8% | 54k | 347.33 |
|
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.2 | $18M | -2% | 648k | 28.40 |
|
| Bank of America Corporation (BAC) | 0.2 | $18M | -8% | 471k | 37.92 |
|
| Marsh & McLennan Companies (MMC) | 0.2 | $18M | -5% | 87k | 205.98 |
|
| BorgWarner (BWA) | 0.2 | $18M | +11% | 511k | 34.74 |
|
| Johnson Ctls Intl SHS (JCI) | 0.2 | $17M | +4% | 258k | 65.32 |
|
| Endeavor Group Hldgs Cl A Com (EDR) | 0.2 | $17M | 646k | 25.78 |
|
|
| Nike CL B (NKE) | 0.2 | $17M | +3% | 177k | 93.98 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $17M | +52% | 35k | 480.70 |
|
| International Business Machines (IBM) | 0.2 | $16M | 86k | 190.96 |
|
|
| Chevron Corporation (CVX) | 0.2 | $16M | +53% | 104k | 157.74 |
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| Abbott Laboratories (ABT) | 0.2 | $16M | -7% | 141k | 113.66 |
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| Johnson & Johnson (JNJ) | 0.2 | $16M | +7% | 99k | 158.19 |
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| Service Corporation International (SCI) | 0.2 | $16M | -19% | 209k | 74.21 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $15M | +376% | 254k | 60.74 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $15M | +323% | 183k | 81.78 |
|
| Oracle Corporation (ORCL) | 0.2 | $15M | -18% | 117k | 125.61 |
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| Waste Management (WM) | 0.2 | $15M | -6% | 69k | 213.15 |
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| Cisco Systems (CSCO) | 0.2 | $14M | -10% | 287k | 49.91 |
|
| American Axle & Manufact. Holdings (AXL) | 0.2 | $14M | +18% | 1.9M | 7.36 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $14M | -14% | 163k | 84.44 |
|
| United Parcel Service CL B (UPS) | 0.2 | $14M | -4% | 92k | 148.63 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.2 | $14M | 67k | 205.09 |
|
|
| Iqvia Holdings (IQV) | 0.2 | $14M | -6% | 54k | 252.89 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $13M | 142k | 92.72 |
|
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.2 | $13M | -3% | 171k | 76.19 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.2 | $13M | 259k | 49.05 |
|
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $13M | 60k | 210.30 |
|
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| Nxp Semiconductors N V (NXPI) | 0.2 | $12M | -16% | 50k | 247.77 |
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| Caesars Entertainment (CZR) | 0.2 | $12M | -80% | 283k | 43.74 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $12M | -5% | 232k | 53.39 |
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| Microchip Technology (MCHP) | 0.2 | $12M | -5% | 136k | 89.71 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $12M | 294k | 40.90 |
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| Tesla Motors (TSLA) | 0.1 | $12M | -26% | 68k | 175.79 |
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| Norfolk Southern (NSC) | 0.1 | $12M | -2% | 47k | 254.87 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $12M | -2% | 366k | 31.95 |
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| Progressive Corporation (PGR) | 0.1 | $12M | 56k | 206.82 |
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| BlackRock (BLK) | 0.1 | $11M | -20% | 14k | 833.73 |
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| Citigroup Com New (C) | 0.1 | $11M | -15% | 180k | 63.24 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $11M | -6% | 98k | 115.30 |
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.1 | $11M | NEW | 175k | 63.17 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $11M | -3% | 220k | 49.24 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $11M | -14% | 43k | 250.04 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $11M | -15% | 247k | 43.35 |
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| Qualcomm (QCOM) | 0.1 | $11M | -17% | 63k | 169.30 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $10M | 99k | 104.73 |
|
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| UnitedHealth (UNH) | 0.1 | $10M | -33% | 21k | 494.71 |
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| Abbvie (ABBV) | 0.1 | $9.9M | -16% | 54k | 182.10 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $9.7M | -35% | 133k | 73.15 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $9.6M | -5% | 76k | 125.96 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $9.5M | +3% | 155k | 61.05 |
|
| American Electric Power Company (AEP) | 0.1 | $9.4M | -4% | 110k | 86.10 |
|
| D.R. Horton (DHI) | 0.1 | $9.4M | -8% | 57k | 164.55 |
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| TJX Companies (TJX) | 0.1 | $9.4M | -7% | 93k | 101.42 |
|
| Advanced Micro Devices (AMD) | 0.1 | $8.9M | -12% | 49k | 180.49 |
|
| Deere & Company (DE) | 0.1 | $8.8M | -14% | 21k | 410.73 |
|
| Eaton Corp SHS (ETN) | 0.1 | $8.5M | -8% | 27k | 312.68 |
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.1 | $8.2M | +9% | 303k | 26.94 |
|
| TransDigm Group Incorporated (TDG) | 0.1 | $8.2M | -10% | 6.6k | 1231.61 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $8.0M | -3% | 577k | 13.95 |
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| Starbucks Corporation (SBUX) | 0.1 | $8.0M | -13% | 87k | 91.39 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $7.9M | -4% | 254k | 31.21 |
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| Gilead Sciences (GILD) | 0.1 | $7.7M | -11% | 105k | 73.25 |
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| Pfizer (PFE) | 0.1 | $7.6M | -8% | 275k | 27.75 |
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| Intuit (INTU) | 0.1 | $7.5M | -26% | 12k | 649.98 |
|
| Zscaler Incorporated (ZS) | 0.1 | $7.5M | -10% | 39k | 192.63 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.1 | $7.3M | 71k | 103.98 |
|
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $7.3M | -21% | 144k | 50.74 |
|
| General Dynamics Corporation (GD) | 0.1 | $7.2M | -12% | 26k | 282.49 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $7.2M | -9% | 65k | 110.50 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $7.2M | -23% | 15k | 481.58 |
|
| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.1 | $7.1M | 74k | 96.05 |
|
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| Duke Energy Corp Com New (DUK) | 0.1 | $7.1M | -5% | 74k | 96.71 |
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| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.1 | $7.1M | -5% | 163k | 43.40 |
|
| Netflix (NFLX) | 0.1 | $7.0M | -31% | 12k | 607.32 |
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| Realty Income (O) | 0.1 | $7.0M | -6% | 129k | 54.10 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $6.9M | -7% | 67k | 102.28 |
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| Unilever Spon Adr New (UL) | 0.1 | $6.9M | -7% | 137k | 50.19 |
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| Lowe's Companies (LOW) | 0.1 | $6.8M | -8% | 27k | 254.73 |
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| General Electric Com New (GE) | 0.1 | $6.6M | -18% | 38k | 175.53 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $6.5M | -4% | 86k | 75.98 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $6.5M | +54% | 119k | 54.23 |
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| Walt Disney Company (DIS) | 0.1 | $6.4M | -12% | 53k | 122.36 |
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| Eastman Chemical Company (EMN) | 0.1 | $6.2M | -7% | 62k | 100.22 |
|
| Coca-Cola Company (KO) | 0.1 | $6.1M | -11% | 100k | 61.19 |
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| NiSource (NI) | 0.1 | $6.0M | -2% | 218k | 27.66 |
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| Ishares Tr Short Treas Bd (SHV) | 0.1 | $6.0M | -53% | 54k | 110.54 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.1 | $5.9M | +9% | 264k | 22.37 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $5.9M | -5% | 101k | 58.65 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $5.9M | +120% | 45k | 129.35 |
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| Corning Incorporated (GLW) | 0.1 | $5.8M | -4% | 177k | 32.96 |
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| Omni (OMC) | 0.1 | $5.8M | -9% | 60k | 96.76 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $5.8M | -37% | 42k | 136.05 |
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| Us Bancorp Del Com New (USB) | 0.1 | $5.7M | -15% | 127k | 44.70 |
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| Medtronic SHS (MDT) | 0.1 | $5.7M | -21% | 65k | 87.15 |
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| Westrock (WRK) | 0.1 | $5.6M | NEW | 114k | 49.45 |
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| Applied Materials (AMAT) | 0.1 | $5.6M | -16% | 27k | 206.23 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $5.6M | -7% | 220k | 25.25 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $5.5M | +2% | 45k | 123.18 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $5.5M | -29% | 16k | 346.61 |
|
| Cdw (CDW) | 0.1 | $5.3M | -26% | 21k | 255.78 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $5.3M | +14% | 232k | 23.01 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $5.2M | -60% | 11k | 454.86 |
|
| Wec Energy Group (WEC) | 0.1 | $5.1M | -3% | 63k | 82.12 |
|
| Air Products & Chemicals (APD) | 0.1 | $5.1M | -26% | 21k | 242.28 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $5.0M | +3% | 24k | 208.27 |
|
| Tradeweb Mkts Cl A (TW) | 0.1 | $4.8M | -7% | 46k | 104.17 |
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| ConocoPhillips (COP) | 0.1 | $4.8M | -22% | 38k | 127.28 |
|
| Tractor Supply Company (TSCO) | 0.1 | $4.8M | -6% | 18k | 261.72 |
|
| Linde SHS (LIN) | 0.1 | $4.8M | -32% | 10k | 464.32 |
|
| Keysight Technologies (KEYS) | 0.1 | $4.7M | -5% | 30k | 156.38 |
|
| Danaher Corporation (DHR) | 0.1 | $4.6M | +19% | 19k | 249.72 |
|
| Intel Corporation (INTC) | 0.1 | $4.6M | 104k | 44.17 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $4.5M | -24% | 11k | 418.03 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $4.5M | +3% | 17k | 270.53 |
|
| Wp Carey (WPC) | 0.1 | $4.4M | 79k | 56.44 |
|
|
| Lam Research Corporation (LRCX) | 0.1 | $4.4M | -16% | 4.5k | 971.53 |
|
| Union Pacific Corporation (UNP) | 0.1 | $4.4M | -16% | 18k | 245.93 |
|
| Ford Motor Company (F) | 0.1 | $4.4M | -3% | 330k | 13.28 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $4.2M | -12% | 8.4k | 504.62 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $4.2M | -7% | 52k | 80.63 |
|
| Campbell Soup Company (CPB) | 0.1 | $4.1M | -6% | 93k | 44.45 |
|
| Target Corporation (TGT) | 0.1 | $4.1M | -12% | 23k | 177.21 |
|
| Morgan Stanley Com New (MS) | 0.1 | $4.1M | -25% | 43k | 94.16 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $4.0M | -38% | 81k | 50.17 |
|
| Boeing Company (BA) | 0.1 | $4.0M | -45% | 21k | 192.99 |
|
| Akamai Technologies (AKAM) | 0.0 | $4.0M | -11% | 37k | 108.76 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $3.9M | -5% | 65k | 60.38 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $3.9M | -26% | 30k | 128.40 |
|
| Textron (TXT) | 0.0 | $3.9M | -11% | 41k | 95.93 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $3.9M | 22k | 179.11 |
|
|
| Uber Technologies (UBER) | 0.0 | $3.9M | -6% | 50k | 76.99 |
|
| Steris Shs Usd (STE) | 0.0 | $3.9M | -30% | 17k | 224.82 |
|
| Globus Med Cl A (GMED) | 0.0 | $3.9M | 72k | 53.64 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $3.8M | +2% | 45k | 84.09 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $3.8M | 40k | 94.41 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $3.8M | -20% | 26k | 145.51 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $3.7M | -10% | 11k | 337.05 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $3.7M | -10% | 21k | 174.21 |
|
| Charles River Laboratories (CRL) | 0.0 | $3.7M | -3% | 14k | 270.95 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $3.7M | +24% | 87k | 42.12 |
|
| Martin Marietta Materials (MLM) | 0.0 | $3.6M | -8% | 5.9k | 613.94 |
|
| Williams-Sonoma (WSM) | 0.0 | $3.6M | 11k | 317.54 |
|
|
| Micron Technology (MU) | 0.0 | $3.6M | -30% | 30k | 117.89 |
|
| Masco Corporation (MAS) | 0.0 | $3.6M | -7% | 45k | 78.88 |
|
| Arhaus Com Cl A (ARHS) | 0.0 | $3.5M | 228k | 15.39 |
|
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $3.5M | NEW | 32k | 108.50 |
|
| Spdr Index Shs Fds S&p Gblinf Etf (GII) | 0.0 | $3.5M | -21% | 65k | 54.15 |
|
| Global Payments (GPN) | 0.0 | $3.5M | -14% | 26k | 133.66 |
|
| Onto Innovation (ONTO) | 0.0 | $3.5M | -3% | 19k | 181.08 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.0 | $3.5M | +3% | 127k | 27.19 |
|
| CSX Corporation (CSX) | 0.0 | $3.4M | -20% | 93k | 37.07 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $3.4M | -4% | 15k | 231.69 |
|
| Cgi Cl A Sub Vtg (GIB) | 0.0 | $3.4M | 31k | 110.49 |
|
|
| L3harris Technologies (LHX) | 0.0 | $3.4M | -20% | 16k | 213.10 |
|
| McKesson Corporation (MCK) | 0.0 | $3.3M | -9% | 6.2k | 536.88 |
|
| Bwx Technologies (BWXT) | 0.0 | $3.3M | -3% | 33k | 102.62 |
|
| Southern Company (SO) | 0.0 | $3.3M | -11% | 46k | 71.74 |
|
Past Filings by Sequoia Financial Advisors
SEC 13F filings are viewable for Sequoia Financial Advisors going back to 2013
- Sequoia Financial Advisors 2024 Q1 filed April 30, 2024
- Sequoia Financial Advisors 2023 Q4 filed Jan. 26, 2024
- Sequoia Financial Advisors 2023 Q3 filed Nov. 8, 2023
- Sequoia Financial Advisors 2023 Q2 filed Aug. 8, 2023
- Sequoia Financial Advisors 2023 Q1 filed April 25, 2023
- Sequoia Financial Advisors 2022 Q4 restated filed Feb. 10, 2023
- Sequoia Financial Advisors 2022 Q4 filed Jan. 18, 2023
- Sequoia Financial Advisors 2022 Q3 filed Oct. 26, 2022
- Sequoia Financial Advisors 2022 Q2 filed July 22, 2022
- Sequoia Financial Advisors 2022 Q1 filed May 13, 2022
- Sequoia Financial Advisors 2021 Q4 restated filed Feb. 22, 2022
- Sequoia Financial Advisors 2021 Q4 filed Feb. 11, 2022
- Sequoia Financial Advisors 2021 Q3 filed Oct. 26, 2021
- Sequoia Financial Advisors 2021 Q2 filed July 27, 2021
- Sequoia Financial Advisors 2021 Q1 filed May 14, 2021
- Sequoia Financial Advisors 2020 Q4 filed Feb. 12, 2021