0001085146-16-003224
Sequoia Financial Advisors, LLC (CIK 0001599900)
Total Value: $144,645
Total Holdings: 161
| Quarter | Filling ID |
|---|---|
| Q4 25 | 0002002654-26-000001 |
| Q3 25 | 0002002654-25-000006 |
| Q2 25 | 0002002654-25-000004 |
| Q1 25 | 0002002654-25-000003 |
| Q4 24 | 0002002654-25-000001 |
| Q3 24 | 0002002654-24-000005 |
| Q2 24 | 0002002654-24-000004 |
| Q1 24 | 0002002654-24-000002 |
| Q4 23 | 0002002654-24-000001 |
| Q3 23 | 0002002654-23-000008 |
| Q2 23 | 0002002654-23-000007 |
| Q1 23 | 0002002654-23-000006 |
| Q4 22 | 0002002654-23-000005 |
| Q3 22 | 0002002654-23-000004 |
| Q2 22 | 0002002654-23-000003 |
| Q1 22 | 0002002654-23-000002 |
| Q4 21 | 0002002654-23-000001 |
| Name | Title | CUSIP | Ticker | Value | Shares | Share Price | Investment | % of Portfolio |
|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | ALERIAN ML ETN | 46625H365 | AMJEUR | $11,817 | 257,177 | SOLE | ||
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | 78463X749 | RWO | $9,478 | 198,584 | SOLE | ||
| BARCLAYS BK PLC | DJUBS CMDT ETN36 | 06738C778 | DJP | $7,655 | 255,947 | SOLE | ||
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | SCHV | $6,855 | 155,433 | SOLE | ||
| APPLE INC | COM | 037833100 | AAPL | $4,732 | 42,872 | SOLE | ||
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | SCHG | $3,648 | 70,441 | SOLE | ||
| SPDR GOLD TRUST | GOLD SHS | 78463V107 | GLD | $3,419 | 30,101 | SOLE | ||
| QUALCOMM INC | COM | 747525103 | QCOM | $3,120 | 41,969 | SOLE | ||
| MICROSOFT CORP | COM | 594918104 | MSFT | $2,845 | 61,242 | SOLE | ||
| POWERSHARES ETF TRUST | DYNM LRG CP VL | 73935X708 | PWVUSD | $2,760 | 88,256 | SOLE | ||
| HUNTINGTON BANCSHARES INC | COM | 446150104 | HBAN | $2,644 | 251,340 | SOLE | ||
| BECTON DICKINSON & CO | COM | 075887109 | BDX | $2,484 | 17,849 | SOLE | ||
| PARKER HANNIFIN CORP | COM | 701094104 | PH | $2,229 | 17,287 | SOLE | ||
| WAL-MART STORES INC | COM | 931142103 | WMT | $2,195 | 25,555 | SOLE | ||
| HUMANA INC | COM | 444859102 | HUM | $2,179 | 15,169 | SOLE | ||
| PNC FINL SVCS GROUP INC | COM | 693475105 | PNC | $1,999 | 21,912 | SOLE | ||
| SPDR SERIES TRUST | S&P 600 SMCP VAL | 78464A300 | SLYV | $1,994 | 18,856 | SOLE | ||
| CISCO SYS INC | COM | 17275R102 | CSCO | $1,894 | 68,091 | SOLE | ||
| SMUCKER J M CO | COM NEW | 832696405 | SJM | $1,794 | 17,761 | SOLE | ||
| EATON CORP PLC | SHS | G29183103 | $1,784 | 26,254 | SOLE | |||
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | XLU | $1,445 | 30,602 | SOLE | ||
| ISHARES TR | CORE S&P500 ETF | 464287200 | IVV | $1,389 | 6,713 | SOLE | ||
| PROCTER & GAMBLE CO | COM | 742718109 | PG | $1,372 | 15,063 | SOLE | ||
| BED BATH & BEYOND INC | COM | 075896100 | BBBYEUR | $1,300 | 17,072 | SOLE | ||
| DOW CHEM CO | COM | 260543103 | $1,212 | 26,563 | SOLE | |||
| EXXON MOBIL CORP | COM | 30231G102 | XOM | $1,181 | 12,775 | SOLE | ||
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | $1,163 | 13,025 | SOLE | |||
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | $1,146 | 31,741 | SOLE | |||
| GILEAD SCIENCES INC | COM | 375558103 | GILD | $1,126 | 11,947 | SOLE | ||
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | VEU | $1,109 | 23,660 | SOLE | ||
| NUVEEN MUN OPPORTUNITY FD IN | COM | 670984103 | $1,107 | 75,436 | SOLE | |||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | SPY | $1,086 | 5,283 | SOLE | ||
| AMDOCS LTD | SHS | G02602103 | $1,041 | 22,313 | SOLE | |||
| GENERAL ELECTRIC CO | COM | 369604103 | GE | $1,012 | 40,057 | SOLE | ||
| POWERSHARES QQQ TRUST | UNIT SER 1 | 73935A104 | $997 | 9,655 | SOLE | |||
| SCRIPPS NETWORKS INTERACT IN | CL A COM | 811065101 | SNI | $993 | 13,189 | SOLE | ||
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | IWF | $938 | 9,809 | SOLE | ||
| ISHARES TR | S&P 500 VAL ETF | 464287408 | IVE | $937 | 9,990 | SOLE | ||
| ISHARES TR | IBOXX INV CP ETF | 464287242 | LQD | $907 | 7,594 | SOLE | ||
| AMGEN INC | COM | 031162100 | AMGN | $902 | 5,661 | SOLE | ||
| UNITED CMNTY FINL CORP OHIO | COM | 909839102 | UCFCUSD | $797 | 148,476 | SOLE | ||
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | IVW | $771 | 6,908 | SOLE | ||
| FLEXSHARES TR | IBOXX 3R TARGT | 33939L506 | TDTT | $768 | 31,637 | SOLE | ||
| CONOCOPHILLIPS | COM | 20825C104 | COP | $765 | 11,080 | SOLE | ||
| NUVEEN MUN VALUE FD INC | COM | 670928100 | NUV | $737 | 76,410 | SOLE | ||
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | VWO | $737 | 18,415 | SOLE | ||
| SPDR SERIES TRUST | S&P DIVID ETF | 78464A763 | SDY | $723 | 9,169 | SOLE | ||
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | IBM | $708 | 4,413 | SOLE | ||
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | IWD | $706 | 6,759 | SOLE | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BRK/B | $689 | 4,591 | SOLE |