Sequoia Financial Advisors 13F Activity & Position Changes (Q4 2018)
As of Dec 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 Q4 2018, the filing reported:
New Buys - VAALCO Energy, Inc., First Merchants Corporation, Goldman Sachs Group, Inc. (The), Henry Schein, Inc., iShares Core MSCI EAFE ETF, and 9 more
Increases - Apple Inc., AbbVie Inc., Adobe Inc., Analog Devices, Inc., American Eagle Outfitters, Inc., and 117 more
Reductions - Abbott Laboratories, Accenture plc, iShares MSCI ACWI ETF, AFLAC Incorporated, Booking Holdings Inc. Common St, and 78 more
Complete Exits - Align Technology, Inc., Applied Materials, Inc., BlackRock, Inc., SPDR Bloomberg Convertible Secu, eBay Inc., and 28 more
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 2018
|
AAPL
Apple Inc.
|
Buy |
+854
|
|
Q4 2018
|
ABBV
AbbVie Inc.
|
Buy |
+1,102
|
|
Q4 2018
|
ABT
Abbott Laboratories
|
Sell |
-138
|
|
Q4 2018
|
ACN
Accenture plc
|
Sell |
-102
|
|
Q4 2018
|
ACWI
iShares MSCI ACWI ETF
|
Sell |
-1,056
|
|
Q4 2018
|
ADBE
Adobe Inc.
|
Buy |
+28
|
|
Q4 2018
|
ADI
Analog Devices, Inc.
|
Buy |
+161
|
|
Q4 2018
|
AEO
American Eagle Outfitters, Inc.
|
Buy |
+105
|
|
Q4 2018
|
AEP
American Electric Power Company
|
Buy |
+53
|
|
Q4 2018
|
AFL
AFLAC Incorporated
|
Sell |
-113,358
|
|
Q4 2018
|
AGG
iShares Core U.S. Aggregate Bon
|
Buy |
+44,527
|
|
Q4 2018
|
AGGY
WisdomTree Yield Enhanced U.S.
|
Buy |
+11,157
|
|
Q4 2018
|
ALGN
Align Technology, Inc.
|
Sell - Position Exit |
-744
|
|
Q4 2018
|
ALL
Allstate Corporation (The)
|
Buy |
+379
|
|
Q4 2018
|
AMAT
Applied Materials, Inc.
|
Sell - Position Exit |
-7,149
|
|
Q4 2018
|
AMGN
Amgen Inc.
|
Buy |
+675
|
|
Q4 2018
|
AMZN
Amazon.com, Inc.
|
Buy |
+2,609
|
|
Q4 2018
|
ATI
ATI Inc.
|
Buy |
+83,678
|
|
Q4 2018
|
AXP
American Express Company
|
Buy |
+21,762
|
|
Q4 2018
|
BA
Boeing Company (The)
|
Buy |
+1,217
|
|
Q4 2018
|
BABA
Alibaba Group Holding Limited
|
Buy |
+799
|
|
Q4 2018
|
BAC
Bank of America Corporation
|
Buy |
+49
|
|
Q4 2018
|
BDX
Becton, Dickinson and Company
|
Buy |
+172
|
|
Q4 2018
|
BKNG
Booking Holdings Inc. Common St
|
Sell |
-11
|
|
Q4 2018
|
BLK
BlackRock, Inc.
|
Sell - Position Exit |
-7,616
|
|
Q4 2018
|
BMY
Bristol-Myers Squibb Company
|
Sell |
-30
|
|
Q4 2018
|
BND
Vanguard Total Bond Market ETF
|
Buy |
+3,095
|
|
Q4 2018
|
BP
BP p.l.c.
|
Sell |
-3,527
|
|
Q4 2018
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-495
|
|
Q4 2018
|
BSV
Vanguard Short-Term Bond ETF
|
Buy |
+2,447
|
Page 1 of 9