Sequoia Financial Advisors 13F Activity & Position Changes (Q4 2019)

As of Dec 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 Q4 2019, the filing reported:

New Buys - Agree Realty Corporation, Align Technology, Inc., Ameriprise Financial, Inc., Broadcom Inc., Booking Holdings Inc. Common St, and 34 more

Increases - AbbVie Inc., Abbott Laboratories, Accenture plc, iShares MSCI ACWI ETF, Adobe Inc., and 189 more

Reductions - Apple Inc., Ambev S.A., American Electric Power Company, Allstate Corporation (The), Boeing Company (The), and 95 more

Complete Exits - Box, Inc., ConAgra Brands, Inc., CMS Energy Corporation, Eaton Vance Municipal Income Tr, Schwab Fundamental Internationa, and 10 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
Q4 2019	AAPL Apple Inc.	Apple Inc.	Sell	-816	-0.8%	$30.77K	104,794
Q4 2019	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+14,169	+114.8%	$2.35K	26,511
Q4 2019	ABEV Ambev S.A.	Ambev S.A.	Sell	-112	-0.4%	$141.00	30,285
Q4 2019	ABT Abbott Laboratories	Abbott Laboratories	Buy	+2,977	+27.7%	$1.19K	13,743
Q4 2019	ACN Accenture plc	Accenture plc	Buy	+211	+2.3%	$1.98K	9,419
Q4 2019	ACWI iShares MSCI ACWI ETF	iShares MSCI ACWI ETF	Buy	+8,109	+10.1%	$7.02K	88,549
Q4 2019	ADBE Adobe Inc.	Adobe Inc.	Buy	+7	+0.4%	$516.00	1,564
Q4 2019	ADC Agree Realty Corporation	Agree Realty Corporation	Buy - Position Entry	+5,646	-	$396.00	5,646
Q4 2019	ADI Analog Devices, Inc.	Analog Devices, Inc.	Buy	+17	+0.7%	$279.00	2,347
Q4 2019	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+169	+4.2%	$720.00	4,224
Q4 2019	AEM Agnico Eagle Mines Limited	Agnico Eagle Mines Limited	Buy	+11	+0.1%	$643.00	10,441
Q4 2019	AEP American Electric Power Company	American Electric Power Company	Sell	-1,555	-20.0%	$589.00	6,228
Q4 2019	AFL AFLAC Incorporated	AFLAC Incorporated	Buy	+153	+2.5%	$328.00	6,196
Q4 2019	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Buy	+63,248	+7.7%	$98.92K	880,273
Q4 2019	AGGY WisdomTree Yield Enhanced U.S.	WisdomTree Yield Enhanced U.S.	Buy	+28,761	+12.3%	$13.72K	262,521
Q4 2019	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy - Position Entry	+806	-	$225.00	806
Q4 2019	ALL Allstate Corporation (The)	Allstate Corporation (The)	Sell	-122	-4.8%	$271.00	2,406
Q4 2019	AMGN Amgen Inc.	Amgen Inc.	Buy	+291	+3.8%	$1.90K	7,881
Q4 2019	AMP Ameriprise Financial, Inc.	Ameriprise Financial, Inc.	Buy - Position Entry	+1,209	-	$201.00	1,209
Q4 2019	AMT American Tower Corporation (REI	American Tower Corporation (REI	Buy	+62	+4.3%	$345.00	1,502
Q4 2019	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+33	+0.8%	$8.08K	4,372
Q4 2019	APD Air Products and Chemicals, Inc	Air Products and Chemicals, Inc	Buy	+289	+16.5%	$480.00	2,045
Q4 2019	ARCC Ares Capital Corporation	Ares Capital Corporation	Buy	+5,831	+7.4%	$1.57K	84,117
Q4 2019	ATI ATI Inc.	ATI Inc.	Buy	+1,535	+0.9%	$3.57K	172,590
Q4 2019	AVGO Broadcom Inc.	Broadcom Inc.	Buy - Position Entry	+2,603	-	$823.00	2,603
Q4 2019	AXP American Express Company	American Express Company	Buy	+700	+1.6%	$5.64K	45,309
Q4 2019	BA Boeing Company (The)	Boeing Company (The)	Sell	-547	-5.9%	$2.83K	8,681
Q4 2019	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+172	+0.6%	$6.51K	30,691
Q4 2019	BAC Bank of America Corporation	Bank of America Corporation	Sell	-4,758	-3.8%	$4.20K	119,350
Q4 2019	BBVA Banco Bilbao Vizcaya Argentaria	Banco Bilbao Vizcaya Argentaria	Buy	+3,518	+9.3%	$231.00	41,374

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