Sequoia Financial Advisors, LLC Buys JANUS DETROIT STR, ISHARES TRUST, SCHWAB STRATEGIC T, Sells Nike Inc, Johnson Controls International PLC, Thor Industries Inc

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Aug 25, 2020
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Akron, OH, based Investment company Sequoia Financial Advisors, LLC (Current Portfolio) buys JANUS DETROIT STR, ISHARES TRUST, SCHWAB STRATEGIC T, ISHARES TRUST, Zimmer Biomet Holdings Inc, sells Nike Inc, Johnson Controls International PLC, Thor Industries Inc, Bank of New York Mellon Corp, Tapestry Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Sequoia Financial Advisors, LLC. As of 2020Q2, Sequoia Financial Advisors, LLC owns 361 stocks with a total value of $1.7 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 INDEX FDS (VTI) - 1,596,454 shares, 14.94% of the total portfolio. Shares added by 8.30%
  2. iShares Core MSCI Total International Stock ETF (IXUS) - 2,763,313 shares, 9.00% of the total portfolio. Shares added by 0.67%
  3. ISHARES TRUST (AGG) - 943,112 shares, 6.66% of the total portfolio. Shares added by 2.83%
  4. Vanguard Russell 1000 Growth Index Fund (VONG) - 447,397 shares, 5.28% of the total portfolio. Shares reduced by 5.33%
  5. SPDR INDEX SHS FDS (RWO) - 1,701,434 shares, 3.97% of the total portfolio. Shares reduced by 12.25%
New Purchase: JANUS DETROIT STR (VNLA)

Sequoia Financial Advisors, LLC initiated holding in JANUS DETROIT STR. The purchase prices were between $49.1 and $50.26, with an estimated average price of $49.81. The stock is now traded at around $50.39. The impact to a portfolio due to this purchase was 1.59%. The holding were 529,313 shares as of .

New Purchase: ISHARES TRUST (GOVT)

Sequoia Financial Advisors, LLC initiated holding in ISHARES TRUST. The purchase prices were between $27.52 and $28.12, with an estimated average price of $27.88. The stock is now traded at around $27.97. The impact to a portfolio due to this purchase was 0.48%. The holding were 287,033 shares as of .

New Purchase: Zimmer Biomet Holdings Inc (ZBH)

Sequoia Financial Advisors, LLC initiated holding in Zimmer Biomet Holdings Inc. The purchase prices were between $89.63 and $137.4, with an estimated average price of $118.39. The stock is now traded at around $137.60. The impact to a portfolio due to this purchase was 0.34%. The holding were 47,077 shares as of .

New Purchase: F5 Networks Inc (FFIV)

Sequoia Financial Advisors, LLC initiated holding in F5 Networks Inc. The purchase prices were between $103.73 and $149.02, with an estimated average price of $134.11. The stock is now traded at around $133.75. The impact to a portfolio due to this purchase was 0.16%. The holding were 18,683 shares as of .

New Purchase: VANGUARD INDEX FDS (VNQ)

Sequoia Financial Advisors, LLC initiated holding in VANGUARD INDEX FDS. The purchase prices were between $64.53 and $86.79, with an estimated average price of $75.73. The stock is now traded at around $81.61. The impact to a portfolio due to this purchase was 0.06%. The holding were 12,413 shares as of .

New Purchase: Brookfield Infrastructure Corp (BIPC)

Sequoia Financial Advisors, LLC initiated holding in Brookfield Infrastructure Corp. The purchase prices were between $32.54 and $51.28, with an estimated average price of $43.36. The stock is now traded at around $51.22. The impact to a portfolio due to this purchase was 0.05%. The holding were 19,763 shares as of .

Added: ISHARES TRUST (IWM)

Sequoia Financial Advisors, LLC added to a holding in ISHARES TRUST by 377.81%. The purchase prices were between $104.27 and $152.57, with an estimated average price of $130.6. The stock is now traded at around $156.40. The impact to a portfolio due to this purchase was 1.17%. The holding were 173,131 shares as of .

Added: SCHWAB STRATEGIC T (SCHZ)

Sequoia Financial Advisors, LLC added to a holding in SCHWAB STRATEGIC T by 20.14%. The purchase prices were between $54.27 and $56.24, with an estimated average price of $55.62. The stock is now traded at around $56.27. The impact to a portfolio due to this purchase was 0.49%. The holding were 866,201 shares as of .

Added: SCHWAB STRATEGIC T (SCHA)

Sequoia Financial Advisors, LLC added to a holding in SCHWAB STRATEGIC T by 69.45%. The purchase prices were between $47.17 and $70.43, with an estimated average price of $59.73. The stock is now traded at around $71.35. The impact to a portfolio due to this purchase was 0.3%. The holding were 189,863 shares as of .

Added: PowerShares QQQ Trust Ser 1 (QQQ)

Sequoia Financial Advisors, LLC added to a holding in PowerShares QQQ Trust Ser 1 by 53.11%. The purchase prices were between $182.31 and $248.84, with an estimated average price of $223.35. The stock is now traded at around $285.86. The impact to a portfolio due to this purchase was 0.22%. The holding were 42,383 shares as of .

Added: Berkshire Hathaway Inc (BRK.B)

Sequoia Financial Advisors, LLC added to a holding in Berkshire Hathaway Inc by 24.00%. The purchase prices were between $169.25 and $201.56, with an estimated average price of $182.68. The stock is now traded at around $213.35. The impact to a portfolio due to this purchase was 0.18%. The holding were 86,484 shares as of .

Added: ISHARES TRUST (IWB)

Sequoia Financial Advisors, LLC added to a holding in ISHARES TRUST by 332.95%. The purchase prices were between $134.82 and $179.11, with an estimated average price of $161.01. The stock is now traded at around $191.57. The impact to a portfolio due to this purchase was 0.15%. The holding were 18,777 shares as of .

Sold Out: Johnson Controls International PLC (JCI)

Sequoia Financial Advisors, LLC sold out a holding in Johnson Controls International PLC. The sale prices were between $25.16 and $36.81, with an estimated average price of $30.69.

Sold Out: Bank of New York Mellon Corp (BK)

Sequoia Financial Advisors, LLC sold out a holding in Bank of New York Mellon Corp. The sale prices were between $32.06 and $42.3, with an estimated average price of $36.52.

Sold Out: Tapestry Inc (TPR)

Sequoia Financial Advisors, LLC sold out a holding in Tapestry Inc. The sale prices were between $11.01 and $17.98, with an estimated average price of $14.2.

Sold Out: PIMCO Dynamic Credit & Mortgage Income Fund (PCI)

Sequoia Financial Advisors, LLC sold out a holding in PIMCO Dynamic Credit & Mortgage Income Fund. The sale prices were between $15.48 and $19.72, with an estimated average price of $17.89.

Sold Out: ISHARES TRUST (IYR)

Sequoia Financial Advisors, LLC sold out a holding in ISHARES TRUST. The sale prices were between $63.82 and $86.25, with an estimated average price of $75.3.

Sold Out: Cedar Fair LP (FUN)

Sequoia Financial Advisors, LLC sold out a holding in Cedar Fair LP. The sale prices were between $16.28 and $38.92, with an estimated average price of $28.27.

Reduced: Nike Inc (NKE)

Sequoia Financial Advisors, LLC reduced to a holding in Nike Inc by 69.59%. The sale prices were between $78.86 and $104.29, with an estimated average price of $92.09. The stock is now traded at around $111.51. The impact to a portfolio due to this sale was -0.15%. Sequoia Financial Advisors, LLC still held 10,914 shares as of .

Reduced: Thor Industries Inc (THO)

Sequoia Financial Advisors, LLC reduced to a holding in Thor Industries Inc by 93.94%. The sale prices were between $36.16 and $114.76, with an estimated average price of $77.34. The stock is now traded at around $99.98. The impact to a portfolio due to this sale was -0.09%. Sequoia Financial Advisors, LLC still held 1,894 shares as of .

Reduced: ISHARES TRUST (EFA)

Sequoia Financial Advisors, LLC reduced to a holding in ISHARES TRUST by 36.53%. The sale prices were between $50.19 and $63.75, with an estimated average price of $57.11. The stock is now traded at around $65.31. The impact to a portfolio due to this sale was -0.05%. Sequoia Financial Advisors, LLC still held 21,449 shares as of .

Reduced: SPDR INDEX SHS FDS (GNR)

Sequoia Financial Advisors, LLC reduced to a holding in SPDR INDEX SHS FDS by 36.92%. The sale prices were between $29.79 and $40.38, with an estimated average price of $35.06. The stock is now traded at around $39.42. The impact to a portfolio due to this sale was -0.04%. Sequoia Financial Advisors, LLC still held 31,047 shares as of .

Reduced: Duke Energy Corp (DUK)

Sequoia Financial Advisors, LLC reduced to a holding in Duke Energy Corp by 58.59%. The sale prices were between $76.02 and $91.91, with an estimated average price of $84.51. The stock is now traded at around $80.85. The impact to a portfolio due to this sale was -0.04%. Sequoia Financial Advisors, LLC still held 4,844 shares as of .

Reduced: Philip Morris International Inc (PM)

Sequoia Financial Advisors, LLC reduced to a holding in Philip Morris International Inc by 52.44%. The sale prices were between $67.78 and $77.96, with an estimated average price of $72.91. The stock is now traded at around $79.62. The impact to a portfolio due to this sale was -0.03%. Sequoia Financial Advisors, LLC still held 5,416 shares as of .



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