Sequoia Financial Advisors, LLC Diversified Active

CIK: 0001599900 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 13, 2015

Total Value ($000): $229,953 (100.0% shares, 0.0% debt)

Holdings (173)

RWO SPDR INDEX SHS FDS 14.1%
Value ($000) $32,455 Shares 718,668 Est. Cost $47.72 Unrealized
IWD ISHARES TR 4.6%
Value ($000) $10,628 Shares 113,935 Est. Cost $102.01 Unrealized
EFV ISHARES TR 4.2%
Value ($000) $9,752 Shares 210,670 Est. Cost $52.32 Unrealized
JPMORGAN CHASE & CO 3.9%
Value ($000) $8,904 Shares 293,005 Est. Cost $45.19 Unrealized
SCHV SCHWAB STRATEGIC TR 3.6%
Value ($000) $8,277 Shares 207,862 Est. Cost $41.31 Unrealized
SCHZ SCHWAB STRATEGIC TR 3.2%
Value ($000) $7,458 Shares 143,035 Est. Cost $52.70 Unrealized
RYDEX ETF TRUST 2.7%
Value ($000) $6,192 Shares 80,016 Est. Cost $82.06 Unrealized
FNDF SCHWAB STRATEGIC TR 2.5%
Value ($000) $5,790 Shares 243,907 Est. Cost $25.95 Unrealized
QAI INDEXIQ ETF TR 2.2%
Value ($000) $5,123 Shares 177,869 Est. Cost $29.75 Unrealized
AAPL APPLE INC 2.1%
Value ($000) $4,878 Shares 44,224 Est. Cost $18.86 Unrealized +39.4%
SCHF SCHWAB STRATEGIC TR 2.0%
Value ($000) $4,627 Shares 169,058 Est. Cost $29.84 Unrealized
GII SPDR INDEX SHS FDS 1.9%
Value ($000) $4,406 Shares 102,875 Est. Cost $47.50 Unrealized
SCHX SCHWAB STRATEGIC TR 1.9%
Value ($000) $4,330 Shares 94,633 Est. Cost $46.78 Unrealized
SCHE SCHWAB STRATEGIC TR 1.8%
Value ($000) $4,203 Shares 207,846 Est. Cost $23.78 Unrealized
CSCO CISCO SYS INC 1.6%
Value ($000) $3,740 Shares 142,485 Est. Cost $18.00 Unrealized +8.7%
GOOGLE INC 1.6%
Value ($000) $3,677 Shares 5,760 Est. Cost $680.56 Unrealized
ACN ACCENTURE PLC IRELAND 1.6%
Value ($000) $3,603 Shares 36,666 Est. Cost $75.11 Unrealized +11.6%
GILD GILEAD SCIENCES INC 1.3%
Value ($000) $2,889 Shares 29,426 Est. Cost $63.33 Unrealized +22.4%
GLD SPDR GOLD TRUST 1.2%
Value ($000) $2,739 Shares 25,628 Est. Cost $128.03 Unrealized
MOH MOLINA HEALTHCARE INC 1.2%
Value ($000) $2,678 Shares 38,902 Est. Cost $74.17 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC 1.1%
Value ($000) $2,603 Shares 245,570 Est. Cost $5.69 Unrealized +28.6%
SJM SMUCKER J M CO 1.0%
Value ($000) $2,369 Shares 20,760 Est. Cost $77.16 Unrealized +5.9%
ALK ALASKA AIR GROUP INC 0.8%
Value ($000) $1,907 Shares 24,007 Est. Cost $61.53 Unrealized +14.3%
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $1,847 Shares 9,638 Est. Cost $195.24 Unrealized
POWERSHARES ETF TRUST II 0.8%
Value ($000) $1,828 Shares 81,392 Est. Cost $23.96 Unrealized
WMT WAL-MART STORES INC 0.8%
Value ($000) $1,814 Shares 27,969 Est. Cost $20.55 Unrealized -8.0%
DOX AMDOCS LTD 0.8%
Value ($000) $1,747 Shares 30,709 Est. Cost $40.47 Unrealized +16.6%
HON HONEYWELL INTL INC 0.7%
Value ($000) $1,658 Shares 17,510 Est. Cost $73.19 Unrealized +0.2%
TSN TYSON FOODS INC 0.7%
Value ($000) $1,625 Shares 37,696 Est. Cost $31.62 Unrealized +5.3%
MSFT MICROSOFT CORP 0.7%
Value ($000) $1,611 Shares 36,396 Est. Cost $31.38 Unrealized +24.0%
POWERSHARES GLOBAL ETF TRUST 0.7%
Value ($000) $1,559 Shares 87,557 Est. Cost $18.83 Unrealized
SCHA SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,502 Shares 29,577 Est. Cost $57.11 Unrealized
GENERAL ELECTRIC CO 0.6%
Value ($000) $1,489 Shares 59,026 Est. Cost $26.51 Unrealized
IVV ISHARES TR 0.6%
Value ($000) $1,449 Shares 7,517 Est. Cost $186.99 Unrealized
CAH CARDINAL HEALTH INC 0.6%
Value ($000) $1,397 Shares 18,190 Est. Cost $63.39 Unrealized -1.7%
NUVEEN MUN OPPORTUNITY FD IN 0.6%
Value ($000) $1,395 Shares 99,013 Est. Cost $13.79 Unrealized
ETN EATON CORP PLC 0.6%
Value ($000) $1,358 Shares 26,465 Est. Cost $50.65 Unrealized -8.2%
FDX FEDEX CORP 0.6%
Value ($000) $1,312 Shares 9,115 Est. Cost $136.29 Unrealized 0.0%
PG PROCTER & GAMBLE CO 0.6%
Value ($000) $1,279 Shares 17,777 Est. Cost $59.04 Unrealized -4.6%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,208 Shares 16,245 Est. Cost $55.80 Unrealized -12.0%
NUVEEN MUN VALUE FD INC 0.5%
Value ($000) $1,169 Shares 119,147 Est. Cost $9.54 Unrealized
POWERSHARES ETF TRUST 0.5%
Value ($000) $1,162 Shares 41,497 Est. Cost $30.60 Unrealized
UNITED CMNTY FINL CORP OHIO 0.5%
Value ($000) $1,122 Shares 224,366 Est. Cost $4.21 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,121 Shares 12,012 Est. Cost $71.01 Unrealized +2.1%
RYDEX ETF TRUST 0.5%
Value ($000) $1,049 Shares 14,262 Est. Cost $80.26 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $1,042 Shares 24,445 Est. Cost $50.06 Unrealized
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $1,024 Shares 10,378 Est. Cost $69.35 Unrealized -2.2%
POWERSHARES QQQ TRUST 0.4%
Value ($000) $1,023 Shares 10,054 Est. Cost $91.71 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $1,019 Shares 10,805 Est. Cost $62.78 Unrealized +10.7%
XLU SELECT SECTOR SPDR TR 0.4%
Value ($000) $943 Shares 21,773 Est. Cost $37.97 Unrealized
IVE ISHARES TR 0.4%
Value ($000) $929 Shares 11,060 Est. Cost $86.51 Unrealized
IWF ISHARES TR 0.4%
Value ($000) $897 Shares 9,647 Est. Cost $86.25 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $848 Shares 25,641 Est. Cost $40.99 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.4%
Value ($000) $843 Shares 33,851 Est. Cost $39.62 Unrealized
IVW ISHARES TR 0.4%
Value ($000) $833 Shares 7,726 Est. Cost $101.05 Unrealized
SBUX STARBUCKS CORP 0.4%
Value ($000) $832 Shares 14,639 Est. Cost $35.72 Unrealized +26.9%
POWERSHARES GLOBAL ETF TRUST 0.4%
Value ($000) $822 Shares 29,973 Est. Cost $28.28 Unrealized
T AT&T INC 0.3%
Value ($000) $797 Shares 24,470 Est. Cost $11.50 Unrealized +6.7%
QCOM QUALCOMM INC 0.3%
Value ($000) $796 Shares 14,807 Est. Cost $52.58 Unrealized -16.1%
AMGN AMGEN INC 0.3%
Value ($000) $781 Shares 5,645 Est. Cost $81.89 Unrealized +42.0%
TWO HBRS INVT CORP 0.3%
Value ($000) $780 Shares 88,446 Est. Cost $9.81 Unrealized
LQD ISHARES TR 0.3%
Value ($000) $774 Shares 6,665 Est. Cost $114.31 Unrealized
DJP BARCLAYS BK PLC 0.3%
Value ($000) $771 Shares 31,549 Est. Cost $37.26 Unrealized
SDY SPDR SERIES TRUST 0.3%
Value ($000) $763 Shares 10,573 Est. Cost $74.29 Unrealized
TDTT FLEXSHARES TR 0.3%
Value ($000) $760 Shares 31,176 Est. Cost $24.91 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $757 Shares 5,223 Est. Cost $105.14 Unrealized -9.3%
PH PARKER HANNIFIN CORP 0.3%
Value ($000) $747 Shares 7,675 Est. Cost $95.57 Unrealized -4.1%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $675 Shares 3,030 Est. Cost $85.82 Unrealized -7.2%
MRK MERCK & CO INC NEW 0.3%
Value ($000) $673 Shares 13,620 Est. Cost $33.67 Unrealized +14.1%
COP CONOCOPHILLIPS 0.3%
Value ($000) $670 Shares 13,977 Est. Cost $47.97 Unrealized -23.3%
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $663 Shares 7,429 Est. Cost $55.05 Unrealized +23.0%
IJH ISHARES TR 0.3%
Value ($000) $654 Shares 4,790 Est. Cost $134.53 Unrealized
PFF ISHARES TR 0.3%
Value ($000) $645 Shares 16,718 Est. Cost $39.32 Unrealized
DXJ WISDOMTREE TR 0.3%
Value ($000) $642 Shares 13,186 Est. Cost $53.35 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $632 Shares 10,363 Est. Cost $40.92 Unrealized +21.3%
PFE PFIZER INC 0.3%
Value ($000) $629 Shares 20,011 Est. Cost $17.89 Unrealized +15.2%
GOOGLE INC 0.3%
Value ($000) $620 Shares 1,019 Est. Cost $559.03 Unrealized
SCHO SCHWAB STRATEGIC TR 0.3%
Value ($000) $589 Shares 11,587 Est. Cost $50.73 Unrealized
VOD VODAFONE GROUP PLC NEW 0.3%
Value ($000) $587 Shares 18,491 Est. Cost $33.40 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $584 Shares 4,480 Est. Cost $144.38 Unrealized -5.1%
VEA VANGUARD TAX MANAGED INTL FD 0.3%
Value ($000) $583 Shares 16,349 Est. Cost $39.80 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $543 Shares 26,177 Est. Cost $20.79 Unrealized
FFBC FIRST FINL BANCORP OH 0.2%
Value ($000) $540 Shares 28,283 Est. Cost $10.85 Unrealized +16.0%
META FACEBOOK INC 0.2%
Value ($000) $524 Shares 5,824 Est. Cost $60.67 Unrealized +50.2%
EFA ISHARES TR 0.2%
Value ($000) $521 Shares 9,097 Est. Cost $66.44 Unrealized
NKE NIKE INC 0.2%
Value ($000) $517 Shares 4,207 Est. Cost $43.15 Unrealized +14.9%
SCHC SCHWAB STRATEGIC TR 0.2%
Value ($000) $517 Shares 18,121 Est. Cost $30.75 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $515 Shares 4,837 Est. Cost $109.18 Unrealized
WISDOMTREE TR 0.2%
Value ($000) $514 Shares 20,341 Est. Cost $27.37 Unrealized
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $495 Shares 9,649 Est. Cost $37.93 Unrealized +8.3%
MUB ISHARES TR 0.2%
Value ($000) $494 Shares 4,513 Est. Cost $110.53 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $470 Shares 15,592 Est. Cost $18.91 Unrealized +19.6%
BANR BANNER CORP 0.2%
Value ($000) $470 Shares 9,845 Est. Cost $27.55 Unrealized +18.5%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $465 Shares 5,889 Est. Cost $69.82 Unrealized -22.9%
USDU WISDOMTREE TR 0.2%
Value ($000) $450 Shares 15,608 Est. Cost $28.83 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $432 Shares 11,961 Est. Cost $35.91 Unrealized -8.3%
V VISA INC 0.2%
Value ($000) $421 Shares 6,041 Est. Cost $62.99 Unrealized +5.4%
ABT ABBOTT LABS 0.2%
Value ($000) $402 Shares 9,993 Est. Cost $38.43 Unrealized +1.0%
AMZN AMAZON COM INC 0.2%
Value ($000) $398 Shares 777 Est. Cost $17.50 Unrealized +44.4%
EXPRESS SCRIPTS HLDG CO 0.2%
Value ($000) $393 Shares 4,851 Est. Cost $75.36 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF 0.2%
Value ($000) $385 Shares 2,367 Est. Cost $167.46 Unrealized
NWBI NORTHWEST BANCSHARES INC MD 0.2%
Value ($000) $381 Shares 29,346 Est. Cost $6.76 Unrealized +6.3%
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $372 Shares 3,843 Est. Cost $97.64 Unrealized
HYG ISHARES TR 0.2%
Value ($000) $366 Shares 4,391 Est. Cost $93.07 Unrealized
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $357 Shares 12,909 Est. Cost $22.47 Unrealized -13.0%
USB US BANCORP DEL 0.2%
Value ($000) $356 Shares 8,687 Est. Cost $29.38 Unrealized +1.4%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $355 Shares 4,422 Est. Cost $66.90 Unrealized -4.5%
PPG PPG INDS INC 0.2%
Value ($000) $354 Shares 4,034 Est. Cost $83.39 Unrealized +1.2%
BP BP PLC 0.2%
Value ($000) $353 Shares 11,558 Est. Cost $48.05 Unrealized
ILCG ISHARES TR 0.1%
Value ($000) $343 Shares 3,061 Est. Cost $99.65 Unrealized
WPP WPP PLC NEW 0.1%
Value ($000) $337 Shares 3,244 Est. Cost $108.48 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $335 Shares 3,690 Est. Cost $97.19 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $329 Shares 7,559 Est. Cost $27.19 Unrealized -0.6%
CLX CLOROX CO DEL 0.1%
Value ($000) $328 Shares 2,841 Est. Cost $79.97 Unrealized +4.9%
DIS DISNEY WALT CO 0.1%
Value ($000) $323 Shares 3,163 Est. Cost $69.62 Unrealized +43.3%
PSX PHILLIPS 66 0.1%
Value ($000) $320 Shares 4,169 Est. Cost $46.63 Unrealized +15.9%
F FORD MTR CO DEL 0.1%
Value ($000) $317 Shares 23,340 Est. Cost $8.96 Unrealized -9.1%
KO COCA COLA CO 0.1%
Value ($000) $303 Shares 7,550 Est. Cost $28.02 Unrealized +2.9%
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $302 Shares 6,044 Est. Cost $45.24 Unrealized
RWX SPDR INDEX SHS FDS 0.1%
Value ($000) $297 Shares 7,543 Est. Cost $42.56 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $295 Shares 4,106 Est. Cost $51.79 Unrealized -8.9%
TJX TJX COS INC NEW 0.1%
Value ($000) $292 Shares 4,093 Est. Cost $28.72 Unrealized +5.7%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $291 Shares 2,981 Est. Cost $19.83 Unrealized -2.0%
BA BOEING CO 0.1%
Value ($000) $288 Shares 2,196 Est. Cost $112.02 Unrealized +10.1%
AGG ISHARES TR 0.1%
Value ($000) $285 Shares 2,599 Est. Cost $107.06 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $280 Shares 4,067 Est. Cost $66.60 Unrealized -11.5%
PRICELINE GRP INC 0.1%
Value ($000) $280 Shares 226 Est. Cost $1149.78 Unrealized
SPSB SPDR SERIES TRUST 0.1%
Value ($000) $279 Shares 9,137 Est. Cost $30.58 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $274 Shares 4,633 Est. Cost $34.36 Unrealized +29.6%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $270 Shares 4,975 Est. Cost $45.76 Unrealized
SAP SAP SE 0.1%
Value ($000) $270 Shares 4,165 Est. Cost $82.19 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $269 Shares 4,468 Est. Cost $83.97 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $268 Shares 2,503 Est. Cost $103.21 Unrealized
CELGENE CORP 0.1%
Value ($000) $266 Shares 2,455 Est. Cost $115.74 Unrealized
BUCKEYE PARTNERS L P 0.1%
Value ($000) $265 Shares 4,475 Est. Cost $77.88 Unrealized
EBAY EBAY INC 0.1%
Value ($000) $259 Shares 10,596 Est. Cost $21.88 Unrealized +9.4%
POWERSHARES ETF TRUST II 0.1%
Value ($000) $258 Shares 11,178 Est. Cost $24.57 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $257 Shares 4,205 Est. Cost $86.11 Unrealized
GUNR FLEXSHARES TR 0.1%
Value ($000) $253 Shares 10,790 Est. Cost $34.20 Unrealized
IYT ISHARES TR 0.1%
Value ($000) $246 Shares 1,758 Est. Cost $131.97 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $245 Shares 527 Est. Cost $486.84 Unrealized +9.7%
ICF ISHARES TR 0.1%
Value ($000) $244 Shares 2,636 Est. Cost $82.32 Unrealized
HSIC SCHEIN HENRY INC 0.1%
Value ($000) $240 Shares 1,807 Est. Cost $55.40 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $233 Shares 1,125 Est. Cost $153.91 Unrealized 0.0%
YCS PROSHARES TR II 0.1%
Value ($000) $232 Shares 2,641 Est. Cost $72.06 Unrealized
IEI ISHARES TR 0.1%
Value ($000) $230 Shares 1,847 Est. Cost $119.96 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $228 Shares 2,313 Est. Cost $70.72 Unrealized +6.5%
BIDU BAIDU INC 0.1%
Value ($000) $228 Shares 1,661 Est. Cost $205.51 Unrealized
IBN ICICI BK LTD 0.1%
Value ($000) $225 Shares 26,807 Est. Cost $18.11 Unrealized
POTASH CORP SASK INC 0.1%
Value ($000) $222 Shares 10,795 Est. Cost $34.68 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $221 Shares 2,051 Est. Cost $117.23 Unrealized
ARM HLDGS PLC 0.1%
Value ($000) $218 Shares 5,045 Est. Cost $49.50 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $216 Shares 9,528 Est. Cost $21.92 Unrealized
ORLY O REILLY AUTOMOTIVE INC NEW 0.1%
Value ($000) $214 Shares 855 Est. Cost $16.15 Unrealized 0.0%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $213 Shares 2,819 Est. Cost $82.69 Unrealized
ADBE ADOBE SYS INC 0.1%
Value ($000) $212 Shares 2,582 Est. Cost $81.07 Unrealized 0.0%
MZTI LANCASTER COLONY CORP 0.1%
Value ($000) $210 Shares 2,159 Est. Cost $94.97 Unrealized 0.0%
CVS CVS HEALTH CORP 0.1%
Value ($000) $208 Shares 2,159 Est. Cost $47.21 Unrealized +64.8%
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $206 Shares 3,633 Est. Cost $48.90 Unrealized -1.6%
NVS NOVARTIS A G 0.1%
Value ($000) $205 Shares 2,227 Est. Cost $98.06 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $204 Shares 4,107 Est. Cost $35.64 Unrealized +14.3%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $201 Shares 2,036 Est. Cost $98.72 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $200 Shares 5,067 Est. Cost $39.30 Unrealized
STONE ENERGY CORP 0.1%
Value ($000) $187 Shares 37,726 Est. Cost $34.62 Unrealized
FIRSTMERIT CORP 0.1%
Value ($000) $180 Shares 10,185 Est. Cost $17.67 Unrealized
RETAIL PPTYS AMER INC 0.1%
Value ($000) $171 Shares 12,114 Est. Cost $14.76 Unrealized
BIOTIME INC 0.1%
Value ($000) $135 Shares 44,900 Est. Cost $3.01 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.1%
Value ($000) $131 Shares 15,617 Est. Cost $11.90 Unrealized
ITUB ITAU UNIBANCO HLDG SA 0.1%
Value ($000) $118 Shares 17,826 Est. Cost $13.86 Unrealized
SIRIUS XM HLDGS INC 0.0%
Value ($000) $44 Shares 11,800 Est. Cost $3.43 Unrealized
NANOVIRICIDES INC 0.0%
Value ($000) $21 Shares 17,858 Est. Cost $1.18 Unrealized
CYTORI THERAPEUTICS INC 0.0%
Value ($000) $9 Shares 25,000 Est. Cost $0.36 Unrealized
ENSERVCO CORP 0.0%
Value ($000) $7 Shares 10,000 Est. Cost $2.40 Unrealized