Sequoia Financial Advisors, LLC ETFs

Sequoia Financial Advisors, LLC

$14.6 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IJK Ishares S&P Midcap 400 Growth	$0	$391,000 0.0% of portfolio	4,087	Q3 2025 New
IXN Ishares Global Information Tec	$0	$382,000 0.0% of portfolio	3,708	Q3 2025 New
FLDR Fidelity Merrimack Str Tr Low	$0	$380,000 0.0% of portfolio	7,580	Q3 2025 New
GDXJ Vaneck ETF Tr Jr Gold Miners E	$0	$377,000 0.0% of portfolio	3,808	Q3 2025 New
USHY Ishares Tr Broad Usd High Yiel	$0	$373,000 0.0% of portfolio	9,885	Q3 2025 New
PJUN Innovator U.S. Equity Power Bu	$0	$369,000 0.0% of portfolio	8,974	Q3 2025 New
AIQ Global X Funds Global X Artifi	$0	$368,000 0.0% of portfolio	7,461	Q3 2025 New
JIG J P Morgan Exchange Traded Fd	$0	$366,000 0.0% of portfolio	4,869	Q3 2025 New
DHS Wisdomtree Tr U.S	$0	$366,000 0.0% of portfolio	3,640	Q3 2025 New
USFR Wisdomtree Floating Rate Treas	$0	$362,000 0.0% of portfolio	7,217	Q3 2025 New
XMHQ Invesco Exchange Traded Fd Tr	$0	$361,000 0.0% of portfolio	3,448	Q3 2025 New
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$359,000 0.0% of portfolio	6,244	Q3 2025 New
FPE First Tr Pfd Secs & Income ETF	$0	$357,000 0.0% of portfolio	19,578	Q3 2025 New
IYT Ishares Tr U.S. Transportation	$0	$353,000 0.0% of portfolio	4,923	Q3 2025 New
IYF Ishares Tr	$0	$350,000 0.0% of portfolio	2,770	Q3 2025 New
LDUR Pimco Enhanced Low Duration Ac	$0	$348,000 0.0% of portfolio	3,626	Q3 2025 New
TDIV First Trust Nasdaq Technology	$0	$341,000 0.0% of portfolio	3,461	Q3 2025 New
URNM Sprott Fds Tr Uranium Miners E	$0	$341,000 0.0% of portfolio	5,658	Q3 2025 New
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$339,000 0.0% of portfolio	3,393	Q3 2025 New
VOOV Vanguard S&P 500 Value ETF	$0	$337,000 0.0% of portfolio	1,691	Q3 2025 New
HYG Ishares Tr	$0	$335,000 0.0% of portfolio	4,127	Q3 2025 New
QLD Proshares Ultra Qqq	$0	$331,000 0.0% of portfolio	2,419	Q3 2025 New
IGV Ishares Expanded Tech Software	$0	$330,000 0.0% of portfolio	2,878	Q3 2025 New
ICF Ishares Tr	$0	$324,000 0.0% of portfolio	5,272	Q3 2025 New
PJUL Innovator U.S. Equity Power Bu	$0	$323,000 0.0% of portfolio	7,081	Q3 2025 New
SIVR Abrdn Silver ETF Trust	$2.26B	$321,000 0.0% of portfolio	7,236	Q3 2025 New
IGF Ishares Global Infrastructure	$0	$318,000 0.0% of portfolio	5,212	Q3 2025 New
TFI Spdr Nuveen Bloomberg Municipa	$0	$318,000 0.0% of portfolio	6,995	Q3 2025 New
ARKK Ark ETF Tr Innovation ETF (De)	$0	$317,000 0.0% of portfolio	3,684	Q3 2025 New
TLT Ishares Barclays 20+ Year Trea	$0	$317,000 0.0% of portfolio	3,549	Q3 2025 New
BBUS J P Morgan Exchg Traded Fd	$0	$311,000 0.0% of portfolio	2,578	Q3 2025 New
GWX Spdr Index Shs Fd Spdr S&P Int	$0	$311,000 0.0% of portfolio	7,741	Q3 2025 New
DSTX ETF Ser Sol Distillate Intl Fu	$0	$307,000 0.0% of portfolio	10,206	Q3 2025 New
RXI Ishares Tr	$0	$301,000 0.0% of portfolio	1,455	Q3 2025 New
SPIB Spdr Portfolio Intermediate Te	$0	$301,000 0.0% of portfolio	8,901	Q3 2025 New
IYH Ishares Tr	$0	$298,000 0.0% of portfolio	5,082	Q3 2025 New
VIOG Vanguard S&P Small Cap 600 Gro	$0	$296,000 0.0% of portfolio	2,435	Q3 2025 New
IXP Ishares Global Comm Services E	$0	$293,000 0.0% of portfolio	2,378	Q3 2025 New
FBT First Trust Nyse Arca Biotechn	$0	$291,000 0.0% of portfolio	1,625	Q3 2025 New
CGGO Capital Group Global Growth Eq	$0	$283,000 0.0% of portfolio	8,300	Q3 2025 New
POCT Innovator U.S. Equity Power Bu	$0	$282,000 0.0% of portfolio	6,566	Q3 2025 New
CGGR Capital Group Growth ETF Shs C	$0	$277,000 0.0% of portfolio	6,323	Q3 2025 New
EPP Ishares Inc	$0	$276,000 0.0% of portfolio	5,359	Q3 2025 New
HDEF Xtrackers Msci Eafe High Div Y	$0	$275,000 0.0% of portfolio	9,379	Q3 2025 New
NOCT Innovator Growth 100 Power Buf	$0	$275,000 0.0% of portfolio	4,857	Q3 2025 New
PFXF Vaneck ETF Tr Preferred Securi	$0	$275,000 0.0% of portfolio	15,505	Q3 2025 New
VIGI Vanguard Whitehall Fds Intl Di	$0	$268,000 0.0% of portfolio	3,001	Q3 2025 New
HYLB Xtrackers Usd High Yield Corp	$0	$264,000 0.0% of portfolio	7,125	Q3 2025 New
BOND Pimco Active Bond Exchange Tra	$0	$264,000 0.0% of portfolio	2,831	Q3 2025 New
SCHK Schwab Strategic Tr 1000 Index	$0	$264,000 0.0% of portfolio	8,228	Q3 2025 New

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