Sequoia Financial Advisors, LLC Buys JANUS DETROIT STR, iShares MSCI ACWI Index Fund, ISHARES TRUST, Sells ServiceNow Inc, Salesforce.com Inc, Alibaba Group Holding

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Akron, OH, based Investment company Sequoia Financial Advisors, LLC (Current Portfolio) buys JANUS DETROIT STR, iShares MSCI ACWI Index Fund, ISHARES TRUST, Vanguard Mortgage-Backed Securities ETF, Uber Technologies Inc, sells ServiceNow Inc, Salesforce.com Inc, Alibaba Group Holding, Polaris Inc, Exxon Mobil Corp during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Sequoia Financial Advisors, LLC. As of 2020Q3, Sequoia Financial Advisors, LLC owns 382 stocks with a total value of $1.9 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) - 1,649,636 shares, 14.97% of the total portfolio. Shares added by 3.33%
  2. iShares Core MSCI Total International Stock ETF (IXUS) - 2,840,932 shares, 8.83% of the total portfolio. Shares added by 2.81%
  3. ISHARES TRUST (AGG) - 1,059,058 shares, 6.66% of the total portfolio. Shares added by 12.29%
  4. Vanguard Russell 1000 Growth Index Fund (VONG) - 450,950 shares, 5.36% of the total portfolio. Shares added by 0.79%
  5. SCHWAB STRATEGIC T (SCHX) - 812,063 shares, 3.49% of the total portfolio. Shares reduced by 2.09%
New Purchase: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Sequoia Financial Advisors, LLC initiated holding in Vanguard Intermediate-Term Corporate Bond ETF. The purchase prices were between $95.12 and $97.1, with an estimated average price of $96.15. The stock is now traded at around $95.82. The impact to a portfolio due to this purchase was 0.18%. The holding were 34,552 shares as of .

New Purchase: VMware Inc (VMW)

Sequoia Financial Advisors, LLC initiated holding in VMware Inc. The purchase prices were between $134.48 and $153.1, with an estimated average price of $142.09. The stock is now traded at around $149.20. The impact to a portfolio due to this purchase was 0.18%. The holding were 24,018 shares as of .

New Purchase: ARK ETF TR (ARKK)

Sequoia Financial Advisors, LLC initiated holding in ARK ETF TR. The purchase prices were between $73.5 and $97.21, with an estimated average price of $85.6. The stock is now traded at around $99.18. The impact to a portfolio due to this purchase was 0.03%. The holding were 6,459 shares as of .

New Purchase: VANECK VECTORS ETF (GDXJ)

Sequoia Financial Advisors, LLC initiated holding in VANECK VECTORS ETF. The purchase prices were between $49.13 and $64.05, with an estimated average price of $57.64. The stock is now traded at around $56.44. The impact to a portfolio due to this purchase was 0.02%. The holding were 6,414 shares as of .

New Purchase: ISHARES TRUST (IYW)

Sequoia Financial Advisors, LLC initiated holding in ISHARES TRUST. The purchase prices were between $270.46 and $329.42, with an estimated average price of $291.72. The stock is now traded at around $311.18. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,513 shares as of .

New Purchase: iShares 1-3 Year Treasury Bond ETF (SHY)

Sequoia Financial Advisors, LLC initiated holding in iShares 1-3 Year Treasury Bond ETF. The purchase prices were between $86.46 and $86.63, with an estimated average price of $86.53. The stock is now traded at around $86.41. The impact to a portfolio due to this purchase was 0.02%. The holding were 3,610 shares as of .

Added: JANUS DETROIT STR (VNLA)

Sequoia Financial Advisors, LLC added to a holding in JANUS DETROIT STR by 20.42%. The purchase prices were between $50.18 and $50.44, with an estimated average price of $50.36. The stock is now traded at around $50.43. The impact to a portfolio due to this purchase was 0.29%. The holding were 637,376 shares as of .

Added: iShares MSCI ACWI Index Fund (ACWI)

Sequoia Financial Advisors, LLC added to a holding in iShares MSCI ACWI Index Fund by 37.82%. The purchase prices were between $74.27 and $84.01, with an estimated average price of $79.16. The stock is now traded at around $82.44. The impact to a portfolio due to this purchase was 0.23%. The holding were 196,858 shares as of .

Added: ISHARES TRUST (GOVT)

Sequoia Financial Advisors, LLC added to a holding in ISHARES TRUST by 48.36%. The purchase prices were between $27.79 and $28.25, with an estimated average price of $27.99. The stock is now traded at around $27.65. The impact to a portfolio due to this purchase was 0.21%. The holding were 425,852 shares as of .

Added: Uber Technologies Inc (UBER)

Sequoia Financial Advisors, LLC added to a holding in Uber Technologies Inc by 1529.97%. The purchase prices were between $29.42 and $37.95, with an estimated average price of $32.98. The stock is now traded at around $36.75. The impact to a portfolio due to this purchase was 0.2%. The holding were 110,121 shares as of .

Added: Vanguard Mortgage-Backed Securities ETF (VMBS)

Sequoia Financial Advisors, LLC added to a holding in Vanguard Mortgage-Backed Securities ETF by 129.53%. The purchase prices were between $54.16 and $54.5, with an estimated average price of $54.34. The stock is now traded at around $54.11. The impact to a portfolio due to this purchase was 0.2%. The holding were 120,526 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 30.84%. The purchase prices were between $250.49 and $302.76, with an estimated average price of $271.11. The stock is now traded at around $284.74. The impact to a portfolio due to this purchase was 0.19%. The holding were 55,454 shares as of .

Sold Out: Polaris Inc (PII)

Sequoia Financial Advisors, LLC sold out a holding in Polaris Inc. The sale prices were between $87.87 and $107.62, with an estimated average price of $98.37.

Sold Out: Lincoln Electric Holdings Inc (LECO)

Sequoia Financial Advisors, LLC sold out a holding in Lincoln Electric Holdings Inc. The sale prices were between $82.51 and $98.45, with an estimated average price of $92.1.

Sold Out: Valero Energy Corp (VLO)

Sequoia Financial Advisors, LLC sold out a holding in Valero Energy Corp. The sale prices were between $43.32 and $59.69, with an estimated average price of $52.42.

Sold Out: Phillips 66 (PSX)

Sequoia Financial Advisors, LLC sold out a holding in Phillips 66. The sale prices were between $51.84 and $69.11, with an estimated average price of $61.11.

Sold Out: Invesco S P 500 Low Volatility ETF (SPLV)

Sequoia Financial Advisors, LLC sold out a holding in Invesco S P 500 Low Volatility ETF. The sale prices were between $49.96 and $55.57, with an estimated average price of $53.04.

Sold Out: Micron Technology Inc (MU)

Sequoia Financial Advisors, LLC sold out a holding in Micron Technology Inc. The sale prices were between $42.66 and $52.64, with an estimated average price of $48.39.



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