0001085146-18-001274.txt : 20180508 0001085146-18-001274.hdr.sgml : 20180508 20180508141301 ACCESSION NUMBER: 0001085146-18-001274 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180508 DATE AS OF CHANGE: 20180508 EFFECTIVENESS DATE: 20180508 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sequoia Wealth Management, LLC CENTRAL INDEX KEY: 0001730811 IRS NUMBER: 465178336 STATE OF INCORPORATION: IL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18333 FILM NUMBER: 18813984 BUSINESS ADDRESS: STREET 1: 2500 WEST HIGGINS ROAD STREET 2: SUITE 360 CITY: HOFFMAN ESTATES STATE: IL ZIP: 60169 BUSINESS PHONE: 8473105900 MAIL ADDRESS: STREET 1: 2500 WEST HIGGINS ROAD STREET 2: SUITE 360 CITY: HOFFMAN ESTATES STATE: IL ZIP: 60169 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001730811 XXXXXXXX 03-31-2018 03-31-2018 false Sequoia Wealth Management, LLC
2500 West Higgins Road Suite 360 Hoffman Estates IL 60169
13F HOLDINGS REPORT 028-18333 N
Gerardo Martinez Regulatory Consultant 310-275-7300 /s/ Gerardo Martinez Beverly Hills CA 05-08-2018 0 57 103537
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 225 3750 SH SOLE 1850 0 1900 ABBVIE INC COM 00287Y109 325 3430 SH SOLE 2341 0 1089 ADVISORSHARES TR ADVISORSHS ETF 00768Y206 2542 43389 SH SOLE 156 0 43233 CLAYMORE EXCHANGE TRD FD TR GUG BUL 2019 HY 18383M373 1296 53312 SH SOLE 310 0 53002 CLAYMORE EXCHANGE TRD FD TR GUG BULL2020 E 18383M514 1305 61826 SH SOLE 355 0 61471 CORPORATE CAP TR INC COM 219880101 1125 66711 SH SOLE 2028 0 64683 DBX ETF TR XTRACK RUSS 1000 233051481 548 17217 SH SOLE 0 0 17217 DIREXION SHS ETF TR ALL CP INSIDER 25459Y769 944 23044 SH SOLE 0 0 23044 FIRST TR EXCH TRD ALPHA FD I EM SML CP ALPH 33737J307 366 8191 SH SOLE 2571 0 5620 FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 613 12650 SH SOLE 0 0 12650 FIRST TR EXCHANGE TRADED FD FINLS ALPHADEX 33734X135 794 25589 SH SOLE 0 0 25589 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 1384 55188 SH SOLE 0 0 55188 FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 2873 41951 SH SOLE 132 0 41819 FIRST TR EXCHANGE-TRADED FD PFD SECS INC ETF 33739E108 674 34604 SH SOLE 0 0 34604 FS INVT CORP COM 302635107 73 10000 SH SOLE 0 0 10000 GOLDMAN SACHS ETF TR EQUITY ETF 381430503 3175 59432 SH SOLE 0 0 59432 ISHARES INC CORE MSCI EMKT 46434G103 386 6635 SH SOLE 0 0 6635 ISHARES INC MIN VOL GBL ETF 464286525 9058 108083 SH SOLE 246 0 107837 ISHARES TR CORE HIGH DV ETF 46429B663 2025 23908 SH SOLE 19 0 23889 ISHARES TR CORE S&P MCP ETF 464287507 1218 6488 SH SOLE 506 0 5982 ISHARES TR CORE S&P SCP ETF 464287804 301 3914 SH SOLE 0 0 3914 ISHARES TR CORE S&P US GWT 464287671 415 7638 SH SOLE 2805 0 4833 ISHARES TR CORE S&P US VLU 464287663 297 5593 SH SOLE 2670 0 2923 ISHARES TR CORE S&P500 ETF 464287200 2681 10097 SH SOLE 0 0 10097 ISHARES TR MIN VOL EAFE ETF 46429B689 552 7502 SH SOLE 4501 0 3001 ISHARES TR MIN VOL USA ETF 46429B697 9150 176267 SH SOLE 401 0 175866 ISHARES TR MSCI EMG MKT ETF 464287234 335 6953 SH SOLE 1361 0 5592 ISHARES TR N AMER TECH ETF 464287549 835 4655 SH SOLE 0 0 4655 ISHARES TR RUS 1000 ETF 464287622 492 3350 SH SOLE 0 0 3350 ISHARES TR RUS 1000 VAL ETF 464287598 542 4522 SH SOLE 0 0 4522 ISHARES TR RUS MID CAP ETF 464287499 290 1407 SH SOLE 0 0 1407 ISHARES TR RUSSELL 2000 ETF 464287655 3691 24308 SH SOLE 1623 0 22685 ISHARES TR U.S. FINLS ETF 464287788 2335 19801 SH SOLE 0 0 19801 ISHARES TR U.S. TECH ETF 464287721 649 3862 SH SOLE 0 0 3862 ISHARES TR US AER DEF ETF 464288760 869 4378 SH SOLE 0 0 4378 ISHARES TR US HLTHCARE ETF 464287762 207 1200 SH SOLE 0 0 1200 JONES LANG LASALLE INC COM 48020Q107 209 1200 SH SOLE 0 0 1200 POWERSHARES ETF TR II PWRSHS SP500 LOW 73937B654 8579 217672 SH SOLE 425 0 217247 POWERSHARES ETF TR II S&P600 LOVL PT 73937B639 7691 170783 SH SOLE 397 0 170386 POWERSHARES ETF TRUST DYNAMIC OTC PT 73935X203 1412 13182 SH SOLE 0 0 13182 POWERSHARES ETF TRUST HI YLD EQ DVDN 73935X302 8192 481059 SH SOLE 997 0 480062 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 806 5026 SH SOLE 397 0 4629 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 3 500 SH Call SOLE 0 0 500 RYDEX ETF TRUST GUG S&P SC600 PG 78355W809 1052 9128 SH SOLE 0 0 9128 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 13229 133144 SH SOLE 255 0 132889 SEMPRA ENERGY COM 816851109 207 1863 SH SOLE 0 0 1863 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 237 981 SH SOLE 0 0 981 SPDR S&P 500 ETF TR TR UNIT 78462F103 642 2438 SH SOLE 0 0 2438 SPDR S&P 500 ETF TR TR UNIT 78462F103 3 500 SH Call SOLE 0 0 500 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 297 3733 SH SOLE 0 0 3733 VANGUARD INDEX FDS GROWTH ETF 922908736 604 4250 SH SOLE 0 0 4250 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 246 1900 SH SOLE 0 0 1900 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3346 24648 SH SOLE 871 0 23777 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 370 7884 SH SOLE 0 0 7884 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 322 3780 SH SOLE 0 0 3780 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 370 4493 SH SOLE 843 0 3650 WISDOMTREE TR US QTLY DIV GRT 97717X669 1130 27937 SH SOLE 0 0 27937