Sequoia Financial Advisors, LLC Buys Schwab U.S. Large-Cap, Steris PLC, Amazon.com Inc, Sells CBRE Group Inc, Medtronic PLC, American Express Co

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May 11, 2020
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Akron, OH, based Investment company Sequoia Financial Advisors, LLC (Current Portfolio) buys Schwab U.S. Large-Cap, Steris PLC, Amazon.com Inc, iShares Core S&P Total U.S. Stock Market, Berkshire Hathaway Inc, sells CBRE Group Inc, Medtronic PLC, American Express Co, Bristol-Myers Squibb Company, Allegheny Technologies Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Sequoia Financial Advisors, LLC. As of 2020Q1, Sequoia Financial Advisors, LLC owns 360 stocks with a total value of $1.3 billion. These are the details of the buys and sells.

For the details of Sequoia Financial Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/sequoia+financial+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Sequoia Financial Advisors, LLC
  1. Vanguard Total Stock Market (VTI) - 1,474,095 shares, 14.28% of the total portfolio. Shares added by 17.28%
  2. iShares Core MSCI Total International Stock ETF (IXUS) - 2,744,971 shares, 9.70% of the total portfolio. Shares added by 1.13%
  3. iShares Core U.S. Aggregate Bond (AGG) - 917,177 shares, 7.95% of the total portfolio. Shares added by 4.19%
  4. Vanguard Russell 1000 Growth Index Fund (VONG) - 472,605 shares, 5.50% of the total portfolio. Shares added by 1.97%
  5. SPDR DJ Wilshire Global Real Estate (RWO) - 1,938,984 shares, 5.25% of the total portfolio. Shares added by 4.68%
New Purchase: Steris PLC (STE)

Sequoia Financial Advisors, LLC initiated holding in Steris PLC. The purchase prices were between $107.76 and $168.51, with an estimated average price of $149.96. The stock is now traded at around $149.44. The impact to a portfolio due to this purchase was 0.31%. The holding were 29,679 shares as of .

New Purchase: First Defiance Financial Corp (FDEF)

Sequoia Financial Advisors, LLC initiated holding in First Defiance Financial Corp. The purchase prices were between $11.5 and $31.95, with an estimated average price of $25.7. The stock is now traded at around $15.22. The impact to a portfolio due to this purchase was 0.11%. The holding were 96,748 shares as of .

New Purchase: Thor Industries Inc (THO)

Sequoia Financial Advisors, LLC initiated holding in Thor Industries Inc. The purchase prices were between $34.61 and $88.09, with an estimated average price of $69.96. The stock is now traded at around $77.11. The impact to a portfolio due to this purchase was 0.1%. The holding were 31,273 shares as of .

New Purchase: PIMCO Dynamic Credit & Mortgage Income Fund (PCI)

Sequoia Financial Advisors, LLC initiated holding in PIMCO Dynamic Credit & Mortgage Income Fund. The purchase prices were between $14.28 and $25.54, with an estimated average price of $23.26. The stock is now traded at around $17.29. The impact to a portfolio due to this purchase was 0.05%. The holding were 37,024 shares as of .

New Purchase: Anheuser-Busch InBev SA/NV (BUD)

Sequoia Financial Advisors, LLC initiated holding in Anheuser-Busch InBev SA/NV. The purchase prices were between $35.18 and $83.45, with an estimated average price of $65.86. The stock is now traded at around $42.85. The impact to a portfolio due to this purchase was 0.05%. The holding were 16,025 shares as of .

New Purchase: Consolidated Edison Inc (ED)

Sequoia Financial Advisors, LLC initiated holding in Consolidated Edison Inc. The purchase prices were between $65.35 and $94.74, with an estimated average price of $87.87. The stock is now traded at around $72.52. The impact to a portfolio due to this purchase was 0.04%. The holding were 6,825 shares as of .

Added: Schwab U.S. Large-Cap (SCHX)

Sequoia Financial Advisors, LLC added to a holding in Schwab U.S. Large-Cap by 27.29%. The purchase prices were between $53.21 and $81.03, with an estimated average price of $73.44. The stock is now traded at around $69.55. The impact to a portfolio due to this purchase was 0.71%. The holding were 720,277 shares as of .

Added: Amazon.com Inc (AMZN)

Sequoia Financial Advisors, LLC added to a holding in Amazon.com Inc by 35.52%. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2404.00. The impact to a portfolio due to this purchase was 0.23%. The holding were 5,925 shares as of .

Added: iShares Core S&P Total U.S. Stock Market (ITOT)

Sequoia Financial Advisors, LLC added to a holding in iShares Core S&P Total U.S. Stock Market by 43.77%. The purchase prices were between $49.42 and $76.04, with an estimated average price of $68.3. The stock is now traded at around $65.05. The impact to a portfolio due to this purchase was 0.18%. The holding were 137,557 shares as of .

Added: Berkshire Hathaway Inc (BRK.B)

Sequoia Financial Advisors, LLC added to a holding in Berkshire Hathaway Inc by 20.07%. The purchase prices were between $162.13 and $230.2, with an estimated average price of $213.25. The stock is now traded at around $173.98. The impact to a portfolio due to this purchase was 0.16%. The holding were 69,747 shares as of .

Added: Incyte Corp (INCY)

Sequoia Financial Advisors, LLC added to a holding in Incyte Corp by 107.69%. The purchase prices were between $63.18 and $87.32, with an estimated average price of $75.84. The stock is now traded at around $97.38. The impact to a portfolio due to this purchase was 0.16%. The holding were 54,999 shares as of .

Added: Nike Inc (NKE)

Sequoia Financial Advisors, LLC added to a holding in Nike Inc by 231.82%. The purchase prices were between $62.8 and $104.58, with an estimated average price of $93.5. The stock is now traded at around $89.93. The impact to a portfolio due to this purchase was 0.15%. The holding were 35,890 shares as of .

Sold Out: CBRE Group Inc (CBRE)

Sequoia Financial Advisors, LLC sold out a holding in CBRE Group Inc. The sale prices were between $29.83 and $64.25, with an estimated average price of $55.57.

Sold Out: Allegheny Technologies Inc (ATI)

Sequoia Financial Advisors, LLC sold out a holding in Allegheny Technologies Inc. The sale prices were between $5.23 and $20.66, with an estimated average price of $16.15.

Sold Out: United Community Financial Corp (UCFC)

Sequoia Financial Advisors, LLC sold out a holding in United Community Financial Corp. The sale prices were between $10.93 and $11.81, with an estimated average price of $11.46.

Sold Out: KLA Corp (KLAC)

Sequoia Financial Advisors, LLC sold out a holding in KLA Corp. The sale prices were between $114.02 and $182.57, with an estimated average price of $161.82.

Sold Out: Harley-Davidson Inc (HOG)

Sequoia Financial Advisors, LLC sold out a holding in Harley-Davidson Inc. The sale prices were between $15.34 and $37.19, with an estimated average price of $30.52.

Sold Out: Delta Air Lines Inc (DAL)

Sequoia Financial Advisors, LLC sold out a holding in Delta Air Lines Inc. The sale prices were between $21.35 and $62.03, with an estimated average price of $50.04.

Reduced: Medtronic PLC (MDT)

Sequoia Financial Advisors, LLC reduced to a holding in Medtronic PLC by 86.9%. The sale prices were between $72.92 and $121.3, with an estimated average price of $106.86. The stock is now traded at around $97.80. The impact to a portfolio due to this sale was -0.33%. Sequoia Financial Advisors, LLC still held 6,748 shares as of .

Reduced: American Express Co (AXP)

Sequoia Financial Advisors, LLC reduced to a holding in American Express Co by 89.62%. The sale prices were between $68.96 and $136.93, with an estimated average price of $117.01. The stock is now traded at around $85.94. The impact to a portfolio due to this sale was -0.32%. Sequoia Financial Advisors, LLC still held 4,701 shares as of .

Reduced: Bristol-Myers Squibb Company (BMY)

Sequoia Financial Advisors, LLC reduced to a holding in Bristol-Myers Squibb Company by 77.31%. The sale prices were between $46.4 and $67.43, with an estimated average price of $61.34. The stock is now traded at around $62.08. The impact to a portfolio due to this sale was -0.28%. Sequoia Financial Advisors, LLC still held 19,809 shares as of .



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