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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
75
15
12
1
7
2
56
14
8
SEQUOIA FINANCIAL ADVISORS LLC

Time Period2019-03-31

Total Holdings366

Total Value ($x1000)1,217,634
Activities
New83

Increased193

Unchanged29

Decreased61

Sold Out15

Top 10 Stock Holdingstotal 53.69%
IXUS13.14

VTI10.77

RWO6.56

GII5.57

AGG5

 
VONG3.71

CWI2.54

SCHC2.46

SCHX2.12

RSP1.82

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IXUS
13.14%
CORE MSCITOTAL
VTI
10.77%
TOTAL STK MKT
RWO
6.56%
DJ GLB RL ES ETF
GII
5.57%
S&P GBLINF ETF
AGG
5%
CORE TOTUSBD ETF
VONG
3.71%
VNG RUS1000GRW
CWI
2.54%
MSCI ACWI EXUS
SCHC
2.46%
INTL SCEQT ETF
SCHX
2.12%
US LRG CAP ETF
RSP
1.82%
S&P500 EQL WGT
AAPL
1.8%
COM
ACIM
1.63%
MSCI ACWI ETF
MUB
1.61%
NAT AMT FREE BD
SCHZ
1.48%
US AGGREGATE B
MSFT
1.22%
COM
BRK.B
1.06%
CL B NEW
DGRW
1.05%
US DIVD GRT FD
FDN
0.99%
DJ INTERNT IDX
SCHR
0.97%
INTRM TRM TRES
MINT
0.94%
ENHAN SHRT MAT
GNR
0.82%
GLB NAT RESRCE
XLI
0.78%
SBI INT-INDS
BIP
0.67%
LP INT UNIT
AMZN
0.66%
COM
AGGY
0.65%
BRCLYS US AGGR
CRM
0.52%
COM
NOW
0.51%
COM
CORP
0.51%
INV GRD CRP BD
GOOG
0.5%
CAP STK CL C
BABA
0.47%
SPONSORED ADS
SCHV
0.45%
US LCAP VA ETF
IVV
0.45%
CORE S&P500 ETF
AXP
0.44%
COM
SCHA
0.43%
US SML CAP ETF
DISCK
0.43%
COM SER C
CELG
0.42%
COM
SPY
0.42%
TR UNIT
MDT
0.41%
SHS
CBG
0.4%
CL A
IWM
0.39%
RUSSELL 2000 ETF
IBM
0.39%
COM
CNC
0.37%
COM
ATI
0.37%
COM
SCHE
0.37%
EMRG MKTEQ ETF
GLD
0.36%
GOLD SHS
LH
0.36%
COM NEW
XOM
0.35%
COM
MPC
0.35%
COM
WY
0.33%
COM
PEP
0.32%
COM
ACWI
0.31%
MSCI ACWI ETF
HD
0.31%
COM
PG
0.29%
COM
BA
0.29%
COM
CMCSA
0.28%
CL A
VEU
0.28%
ALLWRLD EX US
PFE
0.27%
COM
JPM
0.26%
COM
HON
0.25%
COM
SCZ
0.25%
EAFE SML CP ETF
JNJ
0.24%
COM
QQQ
0.24%
UNIT SER 1
CSCO
0.23%
COM
UTX
0.23%
COM
TFI
0.22%
NUVN BRCLY MUNI
T
0.22%
COM
GOVT
0.22%
U.S. TRS BD ETF
VZ
0.21%
COM
INTC
0.21%
COM
IJH
0.2%
CORE S&P MCP ETF
UCFC
0.2%
COM
ITOT
0.2%
CORE S&P TTL STK
IWD
0.2%
RUS 1000 VAL ETF
GILD
0.19%
COM
EFA
0.19%
MSCI EAFE ETF
MRK
0.19%
COM
DWDP
0.19%
COM
SCHM
0.19%
US MID-CAP ETF
UPS
0.17%
CL B
CASH
0.16%
COM
F
0.16%
COM PAR $0.01
CHRW
0.16%
COM NEW
IVW
0.15%
S&P 500 GRWT ETF
SHW
0.15%
COM
LQD
0.15%
IBOXX INV CP ETF
SJM
0.15%
COM NEW
CVX
0.15%
COM
FB
0.14%
CL A
PGX
0.14%
PFD ETF
SCHF
0.14%
INTL EQTY ETF
GOOGL
0.14%
CAP STK CL A
DIS
0.14%
COM DISNEY
SCHG
0.13%
US LCAP GR ETF
SCHO
0.13%
SHT TM US TRES
V
0.13%
COM CL A
IJR
0.12%
CORE S&P SCP ETF
VWO
0.12%
FTSE EMR MKT ETF
VMBS
0.12%
MORTG-BACK SEC
AMGN
0.12%
COM
WMT
0.11%
COM
BND
0.11%
TOTAL BND MRKT
DTE
0.11%
COM
BP
0.11%
SPONSORED ADR
MA
0.11%
CL A
PH
0.1%
COM
BAC
0.1%
COM
ORCL
0.1%
COM
MCD
0.1%
COM
MO
0.1%
COM
MMM
0.1%
COM
SBUX
0.1%
COM
XLU
0.1%
SBI INT-UTILS
KO
0.09%
COM
GE
0.09%
COM
VHT
0.09%
HEALTH CAR ETF
GNTX
0.09%
COM
NFLX
0.08%
COM
WEC
0.08%
COM
ACN
0.08%
SHS CLASS A
HBAN
0.08%
COM
LECO
0.08%
COM
VLO
0.08%
COM
IYR
0.08%
U.S. REAL ES ETF
SDY
0.08%
S&P DIVID ETF
EPD
0.08%
COM
YUM
0.07%
COM
IVE
0.07%
S&P 500 VAL ETF
LOW
0.07%
COM
FTY
0.07%
REAL EST 50 ETF
IWF
0.07%
RUS 1000 GRW ETF
TSS
0.07%
COM
NKE
0.07%
CL B
ABT
0.07%
COM
WFC
0.07%
COM
UNP
0.07%
COM
VOD
0.07%
SPNSR ADR NO PAR
IWS
0.07%
RUS MDCP VAL ETF
NEE
0.07%
COM
TDG
0.07%
COM
MDY
0.06%
UTSER1 S&PDCRP
VO
0.06%
MID CAP ETF
DVY
0.06%
SELECT DIVID ETF
ABBV
0.06%
COM
IWR
0.06%
RUS MID-CAP ETF
FUN
0.06%
DEPOSITRY UNIT
BSV
0.06%
SHORT TRM BOND
LARE
0.06%
TIERRA XP LATIN
AEP
0.06%
COM
MBB
0.06%
MBS ETF
ADP
0.06%
COM
IWN
0.06%
RUS 2000 VAL ETF
EFV
0.05%
EAFE VALUE ETF
PSX
0.05%
COM
CAT
0.05%
COM
LMT
0.05%
COM
AVGO
0.05%
COM
PNC
0.05%
COM
DUK
0.05%
COM NEW
KEY
0.05%
COM
BTI
0.05%
SPONSORED ADR
D
0.05%
COM
NVDA
0.05%
COM
TGT
0.05%
COM
CLX
0.05%
COM
IWW
0.05%
RUS 3000 VAL ETF
C
0.05%
COM NEW
QCOM
0.05%
COM
KLAC
0.05%
COM
PYPL
0.05%
COM
IEMG
0.05%
CORE MSCI EMKT
IP
0.04%
COM
WMB
0.04%
COM
CAG
0.04%
COM
COST
0.04%
COM
WAB
0.04%
COM
TSM
0.04%
SPONSORED ADR
EEM
0.04%
MSCI EMG MKT ETF
DAL
0.04%
COM NEW
KMB
0.04%
COM
ADBE
0.04%
COM
LVS
0.04%
COM
MIC
0.04%
MEMBERSHIP INT
PM
0.04%
COM
VYM
0.04%
HIGH DIV YLD
UNH
0.04%
COM
PKG
0.04%
COM
DHR
0.04%
COM
XLF
0.04%
SBI INT-FINL
BDX
0.04%
COM
TMO
0.04%
COM
WM
0.04%
COM
ITW
0.04%
COM
VBR
0.04%
SM CP VAL ETF
PFF
0.04%
U.S. PFD STK ETF
BBT
0.04%
COM
STAY
0.04%
UNIT 99/99/9999B
PRF
0.04%
FTSE RAFI 1000
IWB
0.04%
RUS 1000 ETF
AEM
0.04%
COM
VEA
0.04%
FTSE DEV MKT ETF
ICF
0.04%
COHEN&STEER REIT
IDV
0.04%
INTL SEL DIV ETF
OLN
0.04%
COM PAR $1
EMN
0.04%
COM
BKNG
0.04%
COM
MMP
0.04%
COM UNIT RP LP
IPG
0.04%
COM
CINF
0.04%
COM
NSC
0.04%
COM
GS
0.04%
COM
LLY
0.04%
COM
PAG
0.03%
COM
FMNB
0.03%
COM
LIN
0.03%
COM
SCHD
0.03%
US DIVIDEND EQ
CVS
0.03%
COM
QAI
0.03%
HEDGE MLTI ETF
ORLY
0.03%
COM
NVS
0.03%
SPONSORED ADR
SLB
0.03%
COM
LANC
0.03%
COM
VIG
0.03%
DIV APP ETF
HCN
0.03%
COM
ZTS
0.03%
CL A
YUMC
0.03%
COM
GUNR
0.03%
MORNSTAR UPSTR
BMY
0.03%
COM
XAR
0.03%
AEROSPACE DEF
ROK
0.03%
COM
TMST
0.03%
COM
BANR
0.03%
COM NEW
FUTY
0.03%
MSCI UTILS INDEX
ISRG
0.03%
COM NEW
ENB
0.03%
COM
VB
0.03%
SMALL CP ETF
O
0.03%
COM
SO
0.03%
COM
SAP
0.03%
SPON ADR
IEFA
0.03%
CORE MSCI EAFE
VONV
0.03%
VNG RUS1000VAL
RACE
0.03%
COM
VUG
0.03%
GROWTH ETF
XLV
0.03%
SBI HEALTHCARE
VLY
0.03%
COM
GD
0.03%
COM
CHKP
0.03%
ORD
RTN
0.03%
COM NEW
KHC
0.03%
COM
CL
0.03%
COM
DE
0.03%
COM
IFGL
0.03%
INTL DEV RE ETF
COP
0.03%
COM
RPM
0.03%
COM
ETN
0.03%
SHS
NWBI
0.03%
COM
SYY
0.03%
COM
EMR
0.03%
COM
USB
0.03%
COM NEW
INTU
0.03%
COM
HRS
0.03%
COM
FENY
0.03%
MSCI ENERGY IDX
TRV
0.03%
COM
AFL
0.02%
COM
RCL
0.02%
COM
CVY
0.02%
ZACKS MULT AST
NDSN
0.02%
COM
GSK
0.02%
SPONSORED ADR
EFG
0.02%
EAFE GRWTH ETF
PPG
0.02%
COM
ROP
0.02%
COM
GIS
0.02%
COM
EBAY
0.02%
COM
VTV
0.02%
VALUE ETF
BIDU
0.02%
SPON ADR REP A
DIA
0.02%
UT SER 1
SCHB
0.02%
US BRD MKT ETF
RPG
0.02%
S&P500 PUR GWT
NOC
0.02%
COM
APD
0.02%
COM
UL
0.02%
SPON ADR NEW
VT
0.02%
TT WRLD ST ETF
ALL
0.02%
COM
PAYX
0.02%
COM
BK
0.02%
COM
BSCJ
0.02%
BULSHS 2019 CB
ALDR
0.02%
COM
UGI
0.02%
COM
AMT
0.02%
COM
PGR
0.02%
COM
SCHH
0.02%
US REIT ETF
ADI
0.02%
COM
TSLA
0.02%
COM
EW
0.02%
COM
XLK
0.02%
TECHNOLOGY
VCSH
0.02%
SHRT TRM CORP BD
DJP
0.02%
DJUBS CMDT ETN36
CMS
0.02%
COM
ANTM
0.02%
COM
HDV
0.02%
HIGH DIVIDND ETF
RDS/A
0.02%
SPONS ADR A
WLTW
0.02%
SHS
MGA
0.02%
COM
FNDF
0.02%
SCHWB FDT INT LG
XYL
0.02%
COM
EXC
0.02%
COM
SHV
0.02%
SHRT TRS BD ETF
DEO
0.02%
SPON ADR NEW
STX
0.02%
SHS
OGE
0.02%
COM
STWD
0.02%
COM
SYK
0.02%
COM
DG
0.02%
COM
CCL
0.02%
PAIRED CTF
AEO
0.02%
COM
ALGN
0.02%
COM
VONE
0.02%
VNG RUS1000IDX
TROW
0.02%
COM
JKE
0.02%
MRNGSTR LG-CP GR
IGV
0.02%
NA TEC-SFTWR ETF
VCIT
0.02%
INT-TERM CORP
TLT
0.02%
20+ YR TR BD ETF
VNQ
0.02%
REIT ETF
VGSH
0.02%
SHTRM GVT BD ETF
TWTR
0.02%
COM
IBB
0.02%
NASDQ BIOTEC ETF
MKC
0.02%
COM NON VTG
STZ
0.02%
CL A
SPLV
0.02%
S&P500 LOW VOL
VFC
0.02%
COM
PXMG
0.02%
RUSEL MDCP GWT
IT
0.02%
COM
CNI
0.02%
COM
MDLZ
0.02%
CL A
CWB
0.02%
BRC CNV SECS ETF
BLK
0.02%
COM
MYO
0.02%
COM
ARCC
0.02%
COM
BSCK
0.02%
BULSHS 2020 CB
TIP
0.02%
TIPS BD ETF
BSCL
0.02%
BULSHS 2021 CB
DSI
0.02%
MSCI KLD400 SOC
BBVA
0.02%
SPONSORED ADR
KR
0.02%
COM
GM
0.02%
COM
BOX
0.02%
CL A
VOO
0.02%
SHS
JPS
0.01%
COM
VVR
0.01%
COM
NVG
0.01%
COM
ABEV
0.01%
SPONSORED ADR
IBN
0.01%
ADR
NLY
0.01%
COM
ACB
0.01%
COM
EVN
0.01%
SH BEN INT
ITUB
0.01%
SPON ADR REP PFD
JPC
0.01%
COM
ATHX
0.01%
COM
NVUS
0.01%
COM
BTX
0.01%
COM
GFI
0.01%
SPONSORED ADR
SIRI
0.01%
COM
NOG
< 0.01%
COM
DRAD
< 0.01%
COM
EVLV
< 0.01%
CL A
NNVC
< 0.01%
COM NEW
APDN
< 0.01%
COM NEW
SUB
0.16%
SHT NTLAMTFR ETF
PIZ
0.11%
DWA DEV MKTS
FRME
0.05%
COM
RDS/B
0.04%
SPON ADR B
AMJ
0.03%
ALERIAN ML ETN
XLP
0.03%
SBI CONS STPLS
HSIC
0.03%
COM
PSK
0.03%
WELLS FG PFD ETF
SHM
0.03%
NUVN BR SHT MUNI
TOCA
0.01%
COM
EGY
< 0.01%
COM NEW
SYNC
< 0.01%
COM
ALSK
< 0.01%
COM
CVEO
< 0.01%
COM
NTZ
< 0.01%
ADR