Sequoia Financial Advisors 13F Activity & Position Changes (Q4 2013)
As of Dec 31, 2013, 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 Q4 2013, the filing reported:
New Buys - Apple Inc., AFLAC Incorporated, iShares Core U.S. Aggregate Bon, Amgen Inc., Amazon.com, Inc., and 102 more
Increases - None reported
Reductions - None reported
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q4 2013
|
AAPL
Apple Inc.
|
Buy - Position Entry |
+5,988
|
|
Q4 2013
|
AFL
AFLAC Incorporated
|
Buy - Position Entry |
+13,047
|
|
Q4 2013
|
AGG
iShares Core U.S. Aggregate Bon
|
Buy - Position Entry |
+6,507
|
|
Q4 2013
|
AMGN
Amgen Inc.
|
Buy - Position Entry |
+6,399
|
|
Q4 2013
|
AMZN
Amazon.com, Inc.
|
Buy - Position Entry |
+769
|
|
Q4 2013
|
BA
Boeing Company (The)
|
Buy - Position Entry |
+1,885
|
|
Q4 2013
|
BANR
Banner Corporation
|
Buy - Position Entry |
+9,845
|
|
Q4 2013
|
BECN
Beacon Roofing Supply, Inc.
|
Buy - Position Entry |
+5,806
|
|
Q4 2013
|
BP
BP p.l.c.
|
Buy - Position Entry |
+5,133
|
|
Q4 2013
|
CAH
Cardinal Health, Inc.
|
Buy - Position Entry |
+18,625
|
|
Q4 2013
|
COP
ConocoPhillips
|
Buy - Position Entry |
+26,051
|
|
Q4 2013
|
CSCO
Cisco Systems, Inc.
|
Buy - Position Entry |
+20,225
|
|
Q4 2013
|
CSGP
CoStar Group, Inc.
|
Buy - Position Entry |
+1,335
|
|
Q4 2013
|
CVS
CVS Health Corporation
|
Buy - Position Entry |
+2,859
|
|
Q4 2013
|
CVX
Chevron Corporation
|
Buy - Position Entry |
+2,626
|
|
Q4 2013
|
DIA
SPDR Dow Jones Industrial Avera
|
Buy - Position Entry |
+1,926
|
|
Q4 2013
|
DIS
Walt Disney Company (The)
|
Buy - Position Entry |
+3,081
|
|
Q4 2013
|
DWM
WisdomTree International Equity
|
Buy - Position Entry |
+3,748
|
|
Q4 2013
|
ECL
Ecolab Inc.
|
Buy - Position Entry |
+2,977
|
|
Q4 2013
|
EFA
iShares MSCI EAFE ETF
|
Buy - Position Entry |
+9,640
|
|
Q4 2013
|
EFV
iShares MSCI EAFE Value ETF
|
Buy - Position Entry |
+6,669
|
|
Q4 2013
|
EPD
Enterprise Products Partners L.
|
Buy - Position Entry |
+29,700
|
|
Q4 2013
|
ET
Energy Transfer LP
|
Buy - Position Entry |
+10,234
|
|
Q4 2013
|
F
Ford Motor Company
|
Buy - Position Entry |
+20,899
|
|
Q4 2013
|
FAST
Fastenal Company
|
Buy - Position Entry |
+4,669
|
|
Q4 2013
|
FE
FirstEnergy Corp.
|
Buy - Position Entry |
+6,109
|
|
Q4 2013
|
FI
Fiserv, Inc.
|
Buy - Position Entry |
+3,890
|
|
Q4 2013
|
FLEX
Flex
|
Buy - Position Entry |
+10,862
|
|
Q4 2013
|
FLOT
iShares Floating Rate Bond ETF
|
Buy - Position Entry |
+7,900
|
|
Q4 2013
|
GEL
Genesis Energy, L.P.
|
Buy - Position Entry |
+11,526
|
Page 1 of 4