0001085146-14-001508.txt : 20140805
0001085146-14-001508.hdr.sgml : 20140805
20140805121109
ACCESSION NUMBER: 0001085146-14-001508
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20140630
FILED AS OF DATE: 20140805
DATE AS OF CHANGE: 20140805
EFFECTIVENESS DATE: 20140805
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Sequoia Financial Advisors, LLC
CENTRAL INDEX KEY: 0001599900
IRS NUMBER: 341913859
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-15819
FILM NUMBER: 141015263
BUSINESS ADDRESS:
STREET 1: 3500 EMBASSY PARKWAY
CITY: AKRON
STATE: OH
ZIP: 44333
BUSINESS PHONE: 330-375-9480
MAIL ADDRESS:
STREET 1: 3500 EMBASSY PARKWAY
CITY: AKRON
STATE: OH
ZIP: 44333
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001599900
XXXXXXXX
06-30-2014
06-30-2014
false
Sequoia Financial Advisors, LLC
3500 EMBASSY PARKWAY
AKRON
OH
44333
13F HOLDINGS REPORT
028-15819
N
Gerry P. Knotek
Chief Compliance Officer
330-255-4323
/s/ Gerry P. Knotek
Akron
OH
07-30-2014
0
159
131565
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
209
1460
SH
SOLE
0
0
1460
AFLAC INC
COM
001055102
872
14003
SH
SOLE
0
0
14003
ALLERGAN INC
COM
018490102
262
1550
SH
SOLE
0
0
1550
ALLIANCE ONE INTL INC
COM
018772103
31
12478
SH
SOLE
0
0
12478
AMAZON COM INC
COM
023135106
284
874
SH
SOLE
0
0
874
AMGEN INC
COM
031162100
743
6276
SH
SOLE
0
0
6276
ANHEUSER BUSCH INBEV SA/NV
SPONSORED ADR
03524A108
251
2185
SH
SOLE
0
0
2185
APPLE INC
COM
037833100
4216
46759
SH
SOLE
0
0
46759
ARM HLDGS PLC
SPONSORED ADR
042068106
253
5596
SH
SOLE
0
0
5596
AT&T INC
COM
00206R102
507
14332
SH
SOLE
0
0
14332
BANCO BILBAO VIZCAYA ARGENTA
SPONSORED ADR
05946K101
233
18273
SH
SOLE
0
0
18273
BANNER CORP
COM NEW
06652V208
390
9845
SH
SOLE
0
0
9845
BARCLAYS BK PLC
DJUBS CMDT ETN36
06738C778
6900
174950
SH
SOLE
0
0
174950
BEACON ROOFING SUPPLY INC
COM
073685109
228
6878
SH
SOLE
0
0
6878
BECTON DICKINSON & CO
COM
075887109
1873
15833
SH
SOLE
0
0
15833
BED BATH & BEYOND INC
COM
075896100
792
13800
SH
SOLE
0
0
13800
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
585
4619
SH
SOLE
0
0
4619
BOEING CO
COM
097023105
238
1874
SH
SOLE
0
0
1874
BP PLC
SPONSORED ADR
055622104
1328
25185
SH
SOLE
0
0
25185
BUNGE LIMITED
COM
G16962105
234
3091
SH
SOLE
0
0
3091
CANADIAN NATL RY CO
COM
136375102
277
4253
SH
SOLE
0
0
4253
CAPITAL ONE FINL CORP
COM
14040H105
210
2547
SH
SOLE
0
0
2547
CEPHEID
COM
15670R107
479
9983
SH
SOLE
0
0
9983
CHEMED CORP NEW
COM
16359R103
260
2777
SH
SOLE
0
0
2777
CHEVRON CORP NEW
COM
166764100
368
2817
SH
SOLE
0
0
2817
CISCO SYS INC
COM
17275R102
2497
100477
SH
SOLE
0
0
100477
CITIGROUP INC
COM NEW
172967424
258
5471
SH
SOLE
0
0
5471
CLAYMORE EXCHANGE TRD FD TR
GUG MULTI ASSET
18383M506
252
9639
SH
SOLE
0
0
9639
COCA COLA CO
COM
191216100
202
4770
SH
SOLE
0
0
4770
CONOCOPHILLIPS
COM
20825C104
914
10657
SH
SOLE
0
0
10657
COSTAR GROUP INC
COM
22160N109
248
1567
SH
SOLE
0
0
1567
COVIDIEN PLC
SHS
G2554F113
1337
14831
SH
SOLE
0
0
14831
CVS CAREMARK CORPORATION
COM
126650100
213
2827
SH
SOLE
0
0
2827
DISNEY WALT CO
COM DISNEY
254687106
275
3206
SH
SOLE
0
0
3206
DOW CHEM CO
COM
260543103
314
6097
SH
SOLE
0
0
6097
E M C CORP MASS
COM
268648102
1988
75473
SH
SOLE
0
0
75473
ECOLAB INC
COM
278865100
402
3610
SH
SOLE
0
0
3610
ENCANA CORP
COM
292505104
381
16050
SH
SOLE
0
0
16050
ENSERVCO CORP
COM
29358Y102
26
10000
SH
SOLE
0
0
10000
EXPRESS SCRIPTS HLDG CO
COM
30219G108
274
3947
SH
SOLE
0
0
3947
EXXON MOBIL CORP
COM
30231G102
1444
14343
SH
SOLE
0
0
14343
FACEBOOK INC
CL A
30303M102
358
6240
SH
SOLE
0
0
6240
FASTENAL CO
COM
311900104
273
5507
SH
SOLE
0
0
5507
FISERV INC
COM
337738108
277
4585
SH
SOLE
0
0
4585
FLEXSHARES TR
MORNSTAR UPSTR
33939L407
368
9839
SH
SOLE
0
0
9839
FLEXSHARES TR
IBOXX 3R TARGT
33939L506
817
32369
SH
SOLE
0
0
32369
FLEXTRONICS INTL LTD
ORD
Y2573F102
123
11084
SH
SOLE
0
0
11084
FORD MTR CO DEL
COM PAR $0.01
345370860
367
21299
SH
SOLE
0
0
21299
GENERAL ELECTRIC CO
COM
369604103
1706
64923
SH
SOLE
0
0
64923
GENTEX CORP
COM
371901109
221
7608
SH
SOLE
0
0
7608
GILEAD SCIENCES INC
COM
375558103
917
11063
SH
SOLE
0
0
11063
GOOGLE INC
CL A
38259P508
374
639
SH
SOLE
0
0
639
GOOGLE INC
CL C
38259P706
413
718
SH
SOLE
0
0
718
GRAND CANYON ED INC
COM
38526M106
295
6414
SH
SOLE
0
0
6414
HARLEY DAVIDSON INC
COM
412822108
470
6731
SH
SOLE
0
0
6731
HOME DEPOT INC
COM
437076102
207
2557
SH
SOLE
0
0
2557
HUNTINGTON BANCSHARES INC
COM
446150104
2335
244707
SH
SOLE
0
0
244707
ICICI BK LTD
ADR
45104G104
283
5681
SH
SOLE
0
0
5681
IHS INC
CL A
451734107
306
2258
SH
SOLE
0
0
2258
IMPERIAL OIL LTD
COM NEW
453038408
296
5625
SH
SOLE
0
0
5625
INTEL CORP
COM
458140100
1477
47789
SH
SOLE
0
0
47789
INTERNATIONAL BUSINESS MACHS
COM
459200101
789
4355
SH
SOLE
0
0
4355
ISHARES
MRNGSTR LG-CP GR
464287119
434
4071
SH
SOLE
0
0
4071
ISHARES
TIPS BD ETF
464287176
269
2331
SH
SOLE
0
0
2331
ISHARES
TRANS AVG ETF
464287192
258
1758
SH
SOLE
0
0
1758
ISHARES
CORE S&P500 ETF
464287200
1303
6612
SH
SOLE
0
0
6612
ISHARES
CORE TOTUSBD ETF
464287226
414
3783
SH
SOLE
0
0
3783
ISHARES
IBOXX INV CP ETF
464287242
945
7924
SH
SOLE
0
0
7924
ISHARES
S&P 500 GRWT ETF
464287309
762
7241
SH
SOLE
0
0
7241
ISHARES
S&P 500 VAL ETF
464287408
889
9849
SH
SOLE
0
0
9849
ISHARES
MSCI EAFE ETF
464287465
521
7625
SH
SOLE
0
0
7625
ISHARES
CORE S&P MCP ETF
464287507
676
4722
SH
SOLE
0
0
4722
ISHARES
COHEN&STEER REIT
464287564
230
2636
SH
SOLE
0
0
2636
ISHARES
RUS 1000 VAL ETF
464287598
655
6472
SH
SOLE
0
0
6472
ISHARES
RUS 1000 GRW ETF
464287614
852
9366
SH
SOLE
0
0
9366
ISHARES
RUS 1000 ETF
464287622
272
2474
SH
SOLE
0
0
2474
ISHARES
CORE S&P SCP ETF
464287804
494
4405
SH
SOLE
0
0
4405
ISHARES
IBOXX HI YD ETF
464288513
465
4880
SH
SOLE
0
0
4880
ISHARES
10-20 YR TRS ETF
464288653
238
1844
SH
SOLE
0
0
1844
ISHARES
3-7 YR TR BD ETF
464288661
260
2133
SH
SOLE
0
0
2133
ISHARES TR
FLTG RATE BD ETF
46429B655
449
8832
SH
SOLE
0
0
8832
ITAU UNIBANCO HLDG SA
SPON ADR REP PFD
465562106
349
24300
SH
SOLE
0
0
24300
JOHNSON & JOHNSON
COM
478160104
588
5617
SH
SOLE
0
0
5617
JPMORGAN CHASE & CO
COM
46625H100
632
10966
SH
SOLE
0
0
10966
JPMORGAN CHASE & CO
ALERIAN ML ETN
46625H365
14083
268859
SH
SOLE
0
0
268859
LANCASTER COLONY CORP
COM
513847103
219
2306
SH
SOLE
0
0
2306
LINEAR TECHNOLOGY CORP
COM
535678106
430
9143
SH
SOLE
0
0
9143
LKQ CORP
COM
501889208
331
12407
SH
SOLE
0
0
12407
MAGNA INTL INC
COM
559222401
1076
9983
SH
SOLE
0
0
9983
MARKET VECTORS ETF TR
HG YLD MUN ETF
57060U878
201
6666
SH
SOLE
0
0
6666
MCDONALDS CORP
COM
580135101
288
2862
SH
SOLE
0
0
2862
MDU RES GROUP INC
COM
552690109
269
7672
SH
SOLE
0
0
7672
MEDNAX INC
COM
58502B106
354
6083
SH
SOLE
0
0
6083
MERCK & CO INC NEW
COM
58933Y105
649
11218
SH
SOLE
0
0
11218
MICROSOFT CORP
COM
594918104
2492
59759
SH
SOLE
0
0
59759
NATIONAL INSTRS CORP
COM
636518102
283
8722
SH
SOLE
0
0
8722
NOVO-NORDISK A S
ADR
670100205
210
4554
SH
SOLE
0
0
4554
NUVEEN MUN OPPORTUNITY FD IN
COM
670984103
897
63541
SH
SOLE
0
0
63541
NUVEEN MUN VALUE FD INC
COM
670928100
554
57452
SH
SOLE
0
0
57452
OCCIDENTAL PETE CORP DEL
COM
674599105
272
2655
SH
SOLE
0
0
2655
ONEOK INC NEW
COM
682680103
520
7636
SH
SOLE
0
0
7636
PARKER HANNIFIN CORP
COM
701094104
3207
25510
SH
SOLE
0
0
25510
PEPSICO INC
COM
713448108
557
6238
SH
SOLE
0
0
6238
PFIZER INC
COM
717081103
586
19741
SH
SOLE
0
0
19741
PHILLIPS 66
COM
718546104
258
3202
SH
SOLE
0
0
3202
PNC FINL SVCS GROUP INC
COM
693475105
1742
19566
SH
SOLE
0
0
19566
PORTFOLIO RECOVERY ASSOCS IN
COM
73640Q105
236
3965
SH
SOLE
0
0
3965
POTASH CORP SASK INC
COM
73755L107
299
7872
SH
SOLE
0
0
7872
POWERSHARES ETF TRUST II
SENIOR LN PORT
73936Q769
489
19648
SH
SOLE
0
0
19648
POWERSHARES QQQ TRUST
UNIT SER 1
73935A104
715
7610
SH
SOLE
0
0
7610
PPG INDS INC
COM
693506107
753
3583
SH
SOLE
0
0
3583
PRAXAIR INC
COM
74005P104
310
2333
SH
SOLE
0
0
2333
PROCTER & GAMBLE CO
COM
742718109
1100
13991
SH
SOLE
0
0
13991
PROSHARES TR II
ULTRASHORT YEN N
74347W569
262
4044
SH
SOLE
0
0
4044
PROTO LABS INC
COM
743713109
247
3018
SH
SOLE
0
0
3018
QUALCOMM INC
COM
747525103
961
12128
SH
SOLE
0
0
12128
RITCHIE BROS AUCTIONEERS
COM
767744105
264
10707
SH
SOLE
0
0
10707
ROPER INDS INC NEW
COM
776696106
222
1520
SH
SOLE
0
0
1520
RYDEX ETF TRUST
GUG S&P MC400 PG
78355W601
448
3573
SH
SOLE
0
0
3573
SAP AG
SPON ADR
803054204
325
4216
SH
SOLE
0
0
4216
SCHLUMBERGER LTD
COM
806857108
533
4522
SH
SOLE
0
0
4522
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
4432
91347
SH
SOLE
0
0
91347
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
6510
152007
SH
SOLE
0
0
152007
SELECT SECTOR SPDR TR
SBI INT-ENERGY
81369Y506
334
3340
SH
SOLE
0
0
3340
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
305
13419
SH
SOLE
0
0
13419
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
201
5242
SH
SOLE
0
0
5242
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
2655
59982
SH
SOLE
0
0
59982
SIRIUS XM HLDGS INC
COM
82968B103
49
14300
SH
SOLE
0
0
14300
SMUCKER J M CO
COM NEW
832696405
1314
12334
SH
SOLE
0
0
12334
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
327
1946
SH
SOLE
0
0
1946
SPDR GOLD TRUST
GOLD SHS
78463V107
4377
34186
SH
SOLE
0
0
34186
SPDR INDEX SHS FDS
DJ INTL RL ETF
78463X863
234
5290
SH
SOLE
0
0
5290
SPDR S&P 500 ETF TR
TR UNIT
78462F103
536
2740
SH
SOLE
0
0
2740
SPDR SERIES TRUST
BARC SHT TR CP
78464A474
233
7557
SH
SOLE
0
0
7557
SPDR SERIES TRUST
S&P DIVID ETF
78464A763
702
9160
SH
SOLE
0
0
9160
STAPLES INC
COM
855030102
158
14566
SH
SOLE
0
0
14566
STARBUCKS CORP
COM
855244109
690
8923
SH
SOLE
0
0
8923
STERICYCLE INC
COM
858912108
391
3306
SH
SOLE
0
0
3306
STONE ENERGY CORP
COM
861642106
1656
35401
SH
SOLE
0
0
35401
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADR
874039100
504
23566
SH
SOLE
0
0
23566
TARGA RES CORP
COM
87612G101
364
2609
SH
SOLE
0
0
2609
TIMKEN CO
COM
887389104
214
3159
SH
SOLE
0
0
3159
TWO HBRS INVT CORP
COM
90187B101
433
41306
SH
SOLE
0
0
41306
UNITED CMNTY FINL CORP OHIO
COM
909839102
608
147244
SH
SOLE
0
0
147244
UNITED PARCEL SERVICE INC
CL B
911312106
1119
10898
SH
SOLE
0
0
10898
UNITED STS COMMODITY INDEX F
COMM IDX FND
911717106
685
11299
SH
SOLE
0
0
11299
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
496
3892
SH
SOLE
0
0
3892
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
599
5679
SH
SOLE
0
0
5679
VANGUARD INDEX FDS
VALUE ETF
922908744
265
3276
SH
SOLE
0
0
3276
VANGUARD INDEX FDS
SMALL CP ETF
922908751
209
1787
SH
SOLE
0
0
1787
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
959
18349
SH
SOLE
0
0
18349
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
750
17385
SH
SOLE
0
0
17385
VERIZON COMMUNICATIONS INC
COM
92343V104
1105
22580
SH
SOLE
0
0
22580
VODAFONE GROUP PLC NEW
SPNSR ADR NO PAR
92857W308
662
19823
SH
SOLE
0
0
19823
WAL-MART STORES INC
COM
931142103
1942
25875
SH
SOLE
0
0
25875
WELLS FARGO & CO NEW
COM
949746101
288
5474
SH
SOLE
0
0
5474
WILLIAMS COS INC DEL
COM
969457100
324
5562
SH
SOLE
0
0
5562
WISDOMTREE TR
DEFA FD
97717W703
210
3748
SH
SOLE
0
0
3748
WPP PLC NEW
ADR
92937A102
408
3747
SH
SOLE
0
0
3747