• 13F History

Sequoia Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2019 - Jan 14, 2020
Value $
$12.9M
Signature - Title
Gerardo Martinez - Regulatory Consultant
Location
Hoffman Estates, IL
Summary
This page shows a list of all the recent 13F filings made by Sequoia Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sequoia Wealth Management, LLC reported 19 stock holdings with total value $12.9M as of Q4 2019. Top holdings included GSLC, VTI, IWM, HDV, and SPHD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2019 19 $12.9M +$167K -$15.5M -$15.4M GSLC, VTI, IWM, HDV, SPHD 13F-HR 1/13/2020, 06:55 PM
Q3 2019 56 $48.8M +$19.1M -$25.5M -$6.37M VTI, GSLC, IVV, IWM, FSKXXXX 13F-HR 10/30/2019, 05:08 PM
Q2 2019 51 $106M +$2.97M -$14.6M -$11.6M USMV, ACWV, QQQ, RSP, XSLV 13F-HR 8/6/2019, 01:01 PM
Q1 2019 72 $123M +$15.4M -$3.98M +$11.5M USMV, ACWV, QQQ, RSP, XSLV 13F-HR 5/15/2019, 05:07 PM
Q4 2018 59 $101M +$17.8M -$7.63M +$10.2M USMV, ACWV, RSP, QQQ, XSLV 13F-HR 1/22/2019, 04:26 PM
Q3 2018 60 $116M +$18.4M -$1.66M +$16.8M USMV, RSP, ACWV, XSLV, VTI 13F-HR 11/27/2018, 07:30 AM
Q2 2018 52 $92.8M +$34.9M -$480K +$34.4M USMV, RSP, ACWV, XSLV, VTI 13F-HR 8/10/2018, 01:54 PM
Q1 2018 55 $104M +$10.7M -$9.32M +$1.34M RSPXXXX, USMV, ACWV, SPHDXXXX, PEYXXXX 13F-HR 5/8/2018, 02:13 PM
Q4 2017 58 $111M RSPXXXX, SPHDXXXX, USMV, ACWV, PEYXXXX 13F-HR 2/9/2018, 02:47 PM