Sequoia Financial Advisors, LLC

Q4 2013 13F-HR Holdings

Location
Akron, OH
Holdings as of
12/31/2013
Date filed
2/12/2014
Form type
13F-HR
Num holdings
148
Total value ($000)
$120,841
Net value change ($000)
—
New positions
148
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 5/15/2014 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JPM 16,451 —
SCHV 5,744 —
SCHG 5,639 —
XLU 5,304 —
AAPL 3,360 —
PH 3,266 —
MSFT 2,775 —
HBAN 2,331 —
WMT 2,006 —
EPD 1,969 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type