13F Filings History of Sequoia Wealth Management, LLC

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.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2019 19 $12.9M +$167K -$38.2M -$38M GSLC, VTI, IWM, HDV, SPHD 13F-HR 1/13/2020, 07:55 PM
Q3 2019 56 $49M +$19.2M -$75.5M -$56.3M VTI, GSLC, IVV, IWM, FSK 13F-HR 10/30/2019, 05:08 PM
Q2 2019 51 $106M +$2.97M -$25.4M -$22.4M USMV, ACWV, QQQ, RSP, XSLV 13F-HR 8/6/2019, 01:01 PM
Q1 2019 72 $123M +$15.4M -$6.34M +$9.09M USMV, ACWV, QQQ, RSP, XSLV 13F-HR 5/15/2019, 05:07 PM
Q4 2018 59 $101M +$17.8M -$18.8M -$1.01M USMV, ACWV, RSP, QQQ, XSLV 13F-HR 1/22/2019, 05:26 PM
Q3 2018 60 $116M +$18.4M -$1.2M +$17.2M USMV, RSP, ACWV, XSLV, VTI 13F-HR 11/27/2018, 08:30 AM
Q2 2018 53 $92.8M +$34.9M -$44.8M -$9.92M USMV, RSP, ACWV, XSLV, VTI 13F-HR 8/10/2018, 01:54 PM
Q1 2018 55 $104M +$10.7M -$14.4M -$3.77M RSP, USMV, ACWV, SPHD, PEY 13F-HR 5/8/2018, 02:13 PM
Q4 2017 58 $111M $0 $0 RSP, SPHD, USMV, ACWV, PEY 13F-HR 2/9/2018, 03:47 PM