Sequoia Financial Advisors 13F Activity & Position Changes (Q2 2018)

As of Jun 30, 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 Q2 2018, the filing reported:

New Buys - ARK Innovation ETF, BlackRock, Inc., Invesco Zacks Multi-Asset Incom, Invesco DB Commodity Index Trac, Elevance Health, Inc., and 15 more

Increases - AbbVie Inc., Abbott Laboratories, American Eagle Outfitters, Inc., AFLAC Incorporated, iShares Core U.S. Aggregate Bon, and 102 more

Reductions - Apple Inc., Accenture plc, iShares MSCI ACWI ETF, Adobe Inc., Analog Devices, Inc., and 92 more

Complete Exits - Allstate Corporation (The), Air Products and Chemicals, Inc, Chubb Limited, Interactive Brokers Group, Inc., Intuit Inc., and 11 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 2018	AAPL Apple Inc.	Apple Inc.	Sell	-104,711	-52.5%	$17.56K	94,846
Q2 2018	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+250	+3.5%	$694.00	7,485
Q2 2018	ABT Abbott Laboratories	Abbott Laboratories	Buy	+603	+8.1%	$489.00	8,016
Q2 2018	ACN Accenture plc	Accenture plc	Sell	-142	-3.3%	$691.00	4,221
Q2 2018	ACWI iShares MSCI ACWI ETF	iShares MSCI ACWI ETF	Sell	-1,738	-4.3%	$2.76K	38,860
Q2 2018	ADBE Adobe Inc.	Adobe Inc.	Sell	-248	-9.3%	$590.00	2,418
Q2 2018	ADI Analog Devices, Inc.	Analog Devices, Inc.	Sell	-106	-4.6%	$209.00	2,184
Q2 2018	AEO American Eagle Outfitters, Inc.	American Eagle Outfitters, Inc.	Buy	+99	+1.0%	$236.00	10,164
Q2 2018	AEP American Electric Power Company	American Electric Power Company	Sell	-960	-11.8%	$498.00	7,189
Q2 2018	AFL AFLAC Incorporated	AFLAC Incorporated	Buy	+1,414	+1.2%	$5.13K	119,263
Q2 2018	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Buy	+4,048	+1.8%	$24.29K	228,453
Q2 2018	AGGY WisdomTree Yield Enhanced U.S.	WisdomTree Yield Enhanced U.S.	Buy	+4,004	+6.8%	$3.03K	62,595
Q2 2018	ALGN Align Technology, Inc.	Align Technology, Inc.	Sell	-43	-4.3%	$328.00	958
Q2 2018	ALL Allstate Corporation (The)	Allstate Corporation (The)	Sell - Position Exit	-2,207	-100.0%	$0.00	-
Q2 2018	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Buy	+5	+0.1%	$275.00	5,943
Q2 2018	AMGN Amgen Inc.	Amgen Inc.	Buy	+1,283	+27.4%	$1.10K	5,964
Q2 2018	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+113	+10.4%	$2.04K	1,201
Q2 2018	APD Air Products and Chemicals, Inc	Air Products and Chemicals, Inc	Sell - Position Exit	-1,285	-100.0%	$0.00	-
Q2 2018	ARKK ARK Innovation ETF	ARK Innovation ETF	Buy - Position Entry	+7,015	-	$316.00	7,015
Q2 2018	AXP American Express Company	American Express Company	Buy	+21,584	+449.9%	$2.58K	26,381
Q2 2018	BA Boeing Company (The)	Boeing Company (The)	Buy	+8	+0.2%	$1.61K	4,810
Q2 2018	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+1,399	+5.1%	$5.33K	28,748
Q2 2018	BAC Bank of America Corporation	Bank of America Corporation	Buy	+780	+1.9%	$1.21K	42,756
Q2 2018	BBVA Banco Bilbao Vizcaya Argentaria	Banco Bilbao Vizcaya Argentaria	Sell	-330	-0.9%	$258.00	36,828
Q2 2018	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Sell	-137	-8.5%	$352.00	1,468
Q2 2018	BKNG Booking Holdings Inc. Common St	Booking Holdings Inc. Common St	Sell	-21	-10.2%	$375.00	185
Q2 2018	BLK BlackRock, Inc.	BlackRock, Inc.	Buy - Position Entry	+7,559	-	$3.77K	7,559
Q2 2018	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Buy	+334	+3.7%	$513.00	9,277
Q2 2018	BND Vanguard Total Bond Market ETF	Vanguard Total Bond Market ETF	Sell	-144	-1.1%	$1.03K	13,009
Q2 2018	BP BP p.l.c.	BP p.l.c.	Sell	-99	-0.3%	$1.44K	31,505

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