Sequoia Financial Advisors 13F Activity & Position Changes (Q1 2019)

As of Mar 31, 2019, 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 2019, the filing reported:

New Buys - Align Technology, Inc., American Tower Corporation (REI, Ares Capital Corporation, Broadcom Inc., The Bank of New York Mellon Cor, and 69 more

Increases - Apple Inc., AbbVie Inc., Ambev S.A., Abbott Laboratories, Accenture plc, and 173 more

Reductions - Baidu, Inc., Bristol-Myers Squibb Company, CBRE Group Inc, Carnival Corporation, Canadian National Railway Compa, and 50 more

Complete Exits - VAALCO Energy, Inc., First Merchants Corporation, Henry Schein, Inc., Invesco Dorsey Wright Developed, SPDR ICE Preferred Securities E, and 3 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 2019	AAPL Apple Inc.	Apple Inc.	Buy	+20,174	+21.1%	$21.95K	115,578
Q1 2019	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+1,135	+13.7%	$759.00	9,415
Q1 2019	ABEV Ambev S.A.	Ambev S.A.	Buy	+9,669	+39.8%	$146.00	33,982
Q1 2019	ABT Abbott Laboratories	Abbott Laboratories	Buy	+3,429	+47.7%	$848.00	10,612
Q1 2019	ACN Accenture plc	Accenture plc	Buy	+1,597	+39.6%	$992.00	5,634
Q1 2019	ACWI iShares MSCI ACWI ETF	iShares MSCI ACWI ETF	Buy	+15,330	+40.8%	$3.82K	52,938
Q1 2019	ADBE Adobe Inc.	Adobe Inc.	Buy	+212	+12.3%	$515.00	1,934
Q1 2019	ADI Analog Devices, Inc.	Analog Devices, Inc.	Buy	+174	+7.3%	$268.00	2,550
Q1 2019	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+122	+2.9%	$690.00	4,319
Q1 2019	AEO American Eagle Outfitters, Inc.	American Eagle Outfitters, Inc.	Buy	+412	+4.0%	$238.00	10,736
Q1 2019	AEP American Electric Power Company	American Electric Power Company	Buy	+1,968	+29.3%	$728.00	8,690
Q1 2019	AFL AFLAC Incorporated	AFLAC Incorporated	Buy	+259	+4.5%	$303.00	6,053
Q1 2019	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Buy	+277,396	+98.9%	$60.86K	558,008
Q1 2019	AGGY WisdomTree Yield Enhanced U.S.	WisdomTree Yield Enhanced U.S.	Buy	+62,600	+65.5%	$7.88K	158,244
Q1 2019	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy - Position Entry	+837	-	$238.00	837
Q1 2019	ALL Allstate Corporation (The)	Allstate Corporation (The)	Buy	+190	+6.9%	$277.00	2,943
Q1 2019	AMGN Amgen Inc.	Amgen Inc.	Buy	+1,337	+21.0%	$1.46K	7,707
Q1 2019	AMT American Tower Corporation (REI	American Tower Corporation (REI	Buy - Position Entry	+1,379	-	$272.00	1,379
Q1 2019	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+513	+12.9%	$8.02K	4,504
Q1 2019	APD Air Products and Chemicals, Inc	Air Products and Chemicals, Inc	Buy	+200	+15.8%	$279.00	1,462
Q1 2019	ARCC Ares Capital Corporation	Ares Capital Corporation	Buy - Position Entry	+12,574	-	$216.00	12,574
Q1 2019	ATI ATI Inc.	ATI Inc.	Buy	+2,799	+1.6%	$4.48K	175,315
Q1 2019	AVGO Broadcom Inc.	Broadcom Inc.	Buy - Position Entry	+2,205	-	$663.00	2,205
Q1 2019	AXP American Express Company	American Express Company	Buy	+505	+1.0%	$5.35K	48,981
Q1 2019	BA Boeing Company (The)	Boeing Company (The)	Buy	+3,284	+56.4%	$3.48K	9,110
Q1 2019	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+833	+2.8%	$5.67K	31,075
Q1 2019	BAC Bank of America Corporation	Bank of America Corporation	Buy	+9,046	+24.8%	$1.25K	45,491
Q1 2019	BBVA Banco Bilbao Vizcaya Argentaria	Banco Bilbao Vizcaya Argentaria	Buy	+2,914	+8.9%	$204.00	35,670
Q1 2019	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Buy	+299	+18.2%	$484.00	1,939
Q1 2019	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-21	-1.2%	$286.00	1,735

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