Sequoia Financial Advisors 13F Activity & Position Changes (Q2 2015)

As of Jun 30, 2015, 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 Q2 2015, the filing reported:

New Buys - AbbVie Inc., Automatic Data Processing, Inc., American International Group, I, Baxter International Inc., WisdomTree Japan Hedged Equity , and 14 more

Increases - Apple Inc., Abbott Laboratories, Accenture plc, Alaska Air Group, Inc., Amgen Inc., and 86 more

Reductions - iShares Core U.S. Aggregate Bon, Amazon.com, Inc., Boeing Company (The), Becton, Dickinson and Company, Bristol-Myers Squibb Company, and 20 more

Complete Exits - SPDR Bloomberg International Tr, Ecolab Inc., FirstEnergy Corp., Healthcare Services Group, Inc., Home Depot, Inc. (The), 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
Q2 2015	AAPL Apple Inc.	Apple Inc.	Buy	+1,521	+3.5%	$5.69K	45,379
Q2 2015	ABBV AbbVie Inc.	AbbVie Inc.	Buy - Position Entry	+3,318	-	$223.00	3,318
Q2 2015	ABT Abbott Laboratories	Abbott Laboratories	Buy	+5,121	+109.2%	$482.00	9,812
Q2 2015	ACN Accenture plc	Accenture plc	Buy	+3,275	+12.6%	$2.83K	29,261
Q2 2015	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy - Position Entry	+3,597	-	$289.00	3,597
Q2 2015	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Sell	-147	-6.4%	$233.00	2,138
Q2 2015	AIG American International Group, I	American International Group, I	Buy - Position Entry	+3,517	-	$217.00	3,517
Q2 2015	ALK Alaska Air Group, Inc.	Alaska Air Group, Inc.	Buy	+1,257	+6.9%	$1.25K	19,356
Q2 2015	AMGN Amgen Inc.	Amgen Inc.	Buy	+60	+1.1%	$857.00	5,582
Q2 2015	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-243	-22.9%	$355.00	817
Q2 2015	BA Boeing Company (The)	Boeing Company (The)	Sell	-2	-0.1%	$347.00	2,503
Q2 2015	BAX Baxter International Inc.	Baxter International Inc.	Buy - Position Entry	+3,579	-	$250.00	3,579
Q2 2015	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Sell	-8,740	-45.6%	$1.48K	10,429
Q2 2015	BIDU Baidu, Inc.	Baidu, Inc.	Buy	+500	+39.7%	$350.00	1,759
Q2 2015	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Sell	-15	-0.3%	$336.00	5,055
Q2 2015	BP BP p.l.c.	BP p.l.c.	Buy	+405	+4.0%	$418.00	10,462
Q2 2015	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+68	+1.5%	$644.00	4,728
Q2 2015	BUD Anheuser-Busch Inbev SA Sponsor	Anheuser-Busch Inbev SA Sponsor	Buy	+8	+0.5%	$211.00	1,749
Q2 2015	BWX SPDR Bloomberg International Tr	SPDR Bloomberg International Tr	Sell - Position Exit	-8,546	-100.0%	$0.00	-
Q2 2015	C Citigroup, Inc.	Citigroup, Inc.	Buy	+177	+4.1%	$250.00	4,534
Q2 2015	CAH Cardinal Health, Inc.	Cardinal Health, Inc.	Buy	+882	+7.0%	$1.13K	13,502
Q2 2015	CLX Clorox Company (The)	Clorox Company (The)	Buy	+571	+25.2%	$296.00	2,841
Q2 2015	COF Capital One Financial Corporati	Capital One Financial Corporati	Buy	+49	+1.7%	$252.00	2,869
Q2 2015	COP ConocoPhillips	ConocoPhillips	Buy	+1,342	+10.2%	$889.00	14,483
Q2 2015	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Buy	+5,610	+5.1%	$3.16K	115,067
Q2 2015	CVS CVS Health Corporation	CVS Health Corporation	Buy	+45	+1.7%	$281.00	2,677
Q2 2015	CVX Chevron Corporation	Chevron Corporation	Buy	+752	+14.6%	$569.00	5,895
Q2 2015	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Buy	+342	+17.0%	$413.00	2,350
Q2 2015	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+10	+0.4%	$318.00	2,787
Q2 2015	DJP iPath Bloomberg Commodity Index	iPath Bloomberg Commodity Index	Sell	-38,401	-45.7%	$1.32K	45,560

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