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

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.



Here is the complete portfolio of Sequoia Financial Advisors, LLC. Also check out:

1. Sequoia Financial Advisors, LLC's Undervalued Stocks
2. Sequoia Financial Advisors, LLC's Top Growth Companies, and
3. Sequoia Financial Advisors, LLC's High Yield stocks
4. Stocks that Sequoia Financial Advisors, LLC keeps buying

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