13F Filings History of Sequoia Wealth Management, LLC

Latest 13F report
Q4 2019 - 14 Jan 2020
Value $
$12,906,000
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 $12,906,000 as of Q4 2019. Top holdings included GSLC, VTI, IWM, HDV, and SPHD.

Notify me when Sequoia Wealth Management, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2019 19 $12,906,000 +$166,946 -$38,214,912 -$38,047,966 GSLC, VTI, IWM, HDV, SPHD 13F-HR 13 Jan 2020, 19:55
Q3 2019 56 $48,951,000 +$19,204,405 -$75,543,835 -$56,339,430 VTI, GSLC, IVV, IWM, FSK 13F-HR 30 Oct 2019, 17:08
Q2 2019 51 $105,565,000 +$2,972,931 -$25,400,745 -$22,427,814 USMV, ACWV, QQQ, RSP, XSLV 13F-HR 06 Aug 2019, 13:01
Q1 2019 72 $123,343,000 +$15,433,200 -$6,339,157 +$9,094,043 USMV, ACWV, QQQ, RSP, XSLV 13F-HR 15 May 2019, 17:07
Q4 2018 59 $100,970,000 +$17,788,545 -$18,797,355 -$1,008,810 USMV, ACWV, RSP, QQQ, XSLV 13F-HR 22 Jan 2019, 17:26
Q3 2018 60 $116,484,000 +$18,426,576 -$1,203,829 +$17,222,747 USMV, RSP, ACWV, XSLV, VTI 13F-HR 27 Nov 2018, 08:30
Q2 2018 53 $92,756,000 +$34,869,414 -$44,786,237 -$9,916,823 USMV, RSP, ACWV, XSLV, VTI 13F-HR 10 Aug 2018, 13:54
Q1 2018 55 $103,531,000 +$10,667,584 -$14,437,437 -$3,769,853 RSP, USMV, ACWV, SPHD, PEY 13F-HR 08 May 2018, 14:13
Q4 2017 58 $110,736,000 $0 $0 $0 RSP, SPHD, USMV, ACWV, PEY 13F-HR 09 Feb 2018, 15:47