Sequoia Financial Advisors 13F Activity & Position Changes (Q1 2018)

As of Mar 31, 2018, the Sequoia Financial Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Apr 30, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2018, the filing reported:

New Buys - Applied Materials, Inc., Air Products and Chemicals, Inc, Booking Holdings Inc. Common St, Costco Wholesale Corporation, Salesforce, Inc., and 16 more

Increases - AbbVie Inc., Abbott Laboratories, Accenture plc, American Electric Power Company, AFLAC Incorporated, and 113 more

Reductions - Apple Inc., iShares MSCI ACWI ETF, Analog Devices, Inc., Automatic Data Processing, Inc., iShares Core U.S. Aggregate Bon, and 90 more

Complete Exits - American International Group, I, Biogen Inc., Colgate-Palmolive Company, SPDR Bloomberg Investment Grade, Kellanova, and 9 more

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2018	AAPL Apple Inc.	Apple Inc.	Sell	-5,907	-2.9%	$33.48K	199,557
Q1 2018	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+2,252	+45.2%	$685.00	7,235
Q1 2018	ABT Abbott Laboratories	Abbott Laboratories	Buy	+898	+13.8%	$444.00	7,413
Q1 2018	ACN Accenture plc	Accenture plc	Buy	+1,170	+36.6%	$670.00	4,363
Q1 2018	ACWI iShares MSCI ACWI ETF	iShares MSCI ACWI ETF	Sell	-1,434	-3.4%	$2.91K	40,598
Q1 2018	ADI Analog Devices, Inc.	Analog Devices, Inc.	Sell	-499	-17.9%	$209.00	2,290
Q1 2018	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Sell	-118	-2.6%	$506.00	4,456
Q1 2018	AEP American Electric Power Company	American Electric Power Company	Buy	+871	+12.0%	$559.00	8,149
Q1 2018	AFL AFLAC Incorporated	AFLAC Incorporated	Buy	+59,171	+100.8%	$5.16K	117,849
Q1 2018	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Sell	-30,463	-12.0%	$24.07K	224,405
Q1 2018	AGGY WisdomTree Yield Enhanced U.S.	WisdomTree Yield Enhanced U.S.	Buy	+21,524	+58.1%	$2.89K	58,591
Q1 2018	AIG American International Group, I	American International Group, I	Sell - Position Exit	-4,294	-100.0%	$0.00	-
Q1 2018	ALGN Align Technology, Inc.	Align Technology, Inc.	Sell	-232	-18.8%	$251.00	1,001
Q1 2018	ALL Allstate Corporation (The)	Allstate Corporation (The)	Buy	+27	+1.2%	$209.00	2,207
Q1 2018	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Buy - Position Entry	+5,938	-	$330.00	5,938
Q1 2018	AMGN Amgen Inc.	Amgen Inc.	Sell	-104	-2.2%	$798.00	4,681
Q1 2018	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+434	+66.4%	$1.57K	1,088
Q1 2018	APD Air Products and Chemicals, Inc	Air Products and Chemicals, Inc	Buy - Position Entry	+1,285	-	$204.00	1,285
Q1 2018	AXP American Express Company	American Express Company	Sell	-268	-5.3%	$447.00	4,797
Q1 2018	BA Boeing Company (The)	Boeing Company (The)	Buy	+144	+3.1%	$1.57K	4,802
Q1 2018	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+13,058	+91.4%	$5.02K	27,349
Q1 2018	BAC Bank of America Corporation	Bank of America Corporation	Buy	+675	+1.6%	$1.26K	41,976
Q1 2018	BBVA Banco Bilbao Vizcaya Argentaria	Banco Bilbao Vizcaya Argentaria	Buy	+361	+1.0%	$294.00	37,158
Q1 2018	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Sell	-53	-3.2%	$348.00	1,605
Q1 2018	BIDU Baidu, Inc.	Baidu, Inc.	Buy	+2	+0.1%	$398.00	1,782
Q1 2018	BIIB Biogen Inc.	Biogen Inc.	Sell - Position Exit	-13,896	-100.0%	$0.00	-
Q1 2018	BKNG Booking Holdings Inc. Common St	Booking Holdings Inc. Common St	Buy - Position Entry	+206	-	$429.00	206
Q1 2018	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Buy	+1,022	+12.9%	$566.00	8,943
Q1 2018	BND Vanguard Total Bond Market ETF	Vanguard Total Bond Market ETF	Sell	-1,187	-8.3%	$1.05K	13,153
Q1 2018	BP BP p.l.c.	BP p.l.c.	Buy	+41	+0.1%	$1.28K	31,604

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