Sequoia Financial Advisors, LLC ETFs

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
CWB Spdr Bloomberg Convertible Sec	$0	$340,000 0.0% of portfolio	4,375	Q2 2024 Added 14.38%
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$337,000 0.0% of portfolio	3,752	Q4 2024 Reduced 6.25%
PXF Invesco Iftse Rafi Dev Mkts Ex	$0	$335,000 0.0% of portfolio	7,015	Q4 2024 Added 16.45%
DHS Wisdomtree Tr U.S	$0	$335,000 0.0% of portfolio	3,590	Q4 2024 Added 7.74%
ICF Ishares Tr	$0	$333,000 0.0% of portfolio	5,532	Q3 2024 Added 4.93%
IEF Ishares Barclays	$0	$331,000 0.0% of portfolio	3,581	Q4 2024 Added 47.73%
IEI Ishares Barclays 3 7 Yr Treas	$0	$330,000 0.0% of portfolio	2,862	Q4 2024 Reduced 6.71%
POCT Innovator U.S. Equity Power Bu	$0	$319,000 0.0% of portfolio	8,084	Q4 2023 Added 28.11%
IGV Ishares Expanded Tech Software	$0	$319,000 0.0% of portfolio	3,193	Q3 2024 Added 36.57%
MMIT Indexiq Active ETF Tr Iq Macka	$0	$313,000 0.0% of portfolio	13,043	Q4 2024 Reduced 2.4%
GUNR Flexshares Tr Morningstar Glob	$0	$299,000 0.0% of portfolio	8,225	Q4 2024 Reduced 12.66%
QQQM Invesco Exchange Traded Fd Tr	$0	$291,000 0.0% of portfolio	1,386	Q4 2024 Added 15.89%
NOCT Innovator Growth 100 Power Buf	$0	$290,000 0.0% of portfolio	5,663	Q4 2024 Reduced 0.05%
VTWV Vanguard Russell 2000 Value Et	$0	$287,000 0.0% of portfolio	1,990	Q4 2024 Added 10.31%
ONEQ Fidelity Nasdaq Composite Inde	$0	$285,000 0.0% of portfolio	3,755	Q4 2024 New
USRT Ishares Core U.S. Reit ETF	$0	$280,000 0.0% of portfolio	4,890	Q4 2024 Added 11.77%
LQD Ishares Iboxx $ Investment Gra	$0	$278,000 0.0% of portfolio	2,605	Q4 2024 Added 5.64%
QLD Proshares Ultra Qqq	$0	$270,000 0.0% of portfolio	2,495	Q4 2024 Added 0.08%
IXN Ishares Global Information Tec	$0	$263,000 0.0% of portfolio	3,108	Q4 2023 New
CORP Pimco Investment Grade Corp Bd	$0	$261,000 0.0% of portfolio	2,745	Q4 2024 Reduced 23.56%
FLOT Ishares Tr Fltg Rate Nt ETF	$0	$258,000 0.0% of portfolio	5,084	Q4 2024 Reduced 3.75%
EPP Ishares Inc	$0	$256,000 0.0% of portfolio	5,865	Q4 2024 Reduced 20.24%
IYF Ishares Tr	$0	$255,000 0.0% of portfolio	2,309	Q4 2024 New
IJK Ishares S&P Midcap 400 Growth	$0	$252,000 0.0% of portfolio	2,773	Q4 2024 Added 2.93%
VNLA Janus Henderson Short Duration	$0	$252,000 0.0% of portfolio	5,161	Q3 2024 Reduced 53.26%
XAR Spdr S&P Aerospace & Defense E	$0	$247,000 0.0% of portfolio	1,494	Q4 2024 Added 0.27%
EPI Wisdomtree Tr India Earnings F	$0	$245,000 0.0% of portfolio	5,422	Q4 2024 Added 16.33%
JETS ETF Ser Solutions U S Global J	$0	$242,000 0.0% of portfolio	9,568	Q4 2024 New
PHO Invesco Exchange Traded Fd Tr	$0	$232,000 0.0% of portfolio	3,528	Q4 2024 New
DON Wisdomtree Tr U.S. Midcap Divi	$0	$230,000 0.0% of portfolio	4,513	Q4 2024 Reduced 4.24%
QUS Spdr Ser Tr Msci Usa Strategic	$0	$226,000 0.0% of portfolio	1,460	Q1 2024 Reduced 22.46%
IHE Ishares Tr	$0	$225,000 0.0% of portfolio	3,433	Q4 2024 Added 19.08%
PJUL Innovator U.S. Equity Power Bu	$0	$222,000 0.0% of portfolio	5,416	Q3 2024 Reduced 8.59%
SCHK Schwab Strategic Tr 1000 Index	$0	$218,000 0.0% of portfolio	7,719	Q4 2024 New
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$215,000 0.0% of portfolio	4,286	Q4 2024 Reduced 20.3%
HYLB Xtrackers Usd High Yield Corp	$0	$214,000 0.0% of portfolio	5,939	Q4 2024 Added 7.47%
VXF Vanguard Extended Market ETF	$0	$210,000 0.0% of portfolio	1,106	Q4 2024 New
VOX Vanguard Communication Service	$0	$209,000 0.0% of portfolio	1,350	Q4 2024 New
PDBC Invesco Act Mge Et Cmdt Fd Tr	$0	$203,000 0.0% of portfolio	15,640	Q4 2024 New
IVOG Vanguard S&P Mid Cap 400 Growt	$0	$202,000 0.0% of portfolio	1,794	Q4 2024 Added 0.28%
RPV Invesco Exchange Traded Fd Tr	$0	$201,000 0.0% of portfolio	2,230	Q4 2024 New
SIL Global X Silver Miners ETF	$0	$200,000 0.0% of portfolio	6,308	Q4 2024 New
IUSB Ishares Core Total Usd Bond Ma	$0	$200,000 0.0% of portfolio	4,427	Q4 2024 New
PLW Invesco 1 30 Laddered Treasury	$0	$0 0.0% of portfolio	7,771	Q4 2024 Added 0.04%
RYT Invesco S&P 500 Equal Weight T	$0	$0 0.0% of portfolio	16,408	Q3 2024 Added 72.57%

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