SEQUOIA FINANCIAL ADVISORS, LLC Information

3500 EMBASSY PARKWAY, AKRON, Ohio, 44333, (330) 375-9480

Report Date: 03/31/2014

Position Statistics

Total Positions 171
New Positions 21
Increased Positions 101
Decreased Positions 61
Positions with Activity 162
Sold Out Positions 15
Total Mkt Value (in $ millions) 128

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 3.67%
Capital Goods 0.5%
Conglomerates 0.58%
Consumer Cyclical 1.84%
Consumer/Non-Cyclical 3.6%
Energy 8.52%
Financial 48.7%
Healthcare 4.73%
Services 4.82%
Technology 14.17%
Transportation 0.8%
Utilities 6.15%

171 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
JPMORGAN CHASE & CO ALERIAN ML ETN 19,142 682 3.70 368,043
SCHWAB STRATEGIC TR US LCAP GR ETF 5,673 -421 (6.9) 116,046
SCHWAB STRATEGIC TR US LCAP VA ETF 5,499 -557 (9.2) 128,061
APPLE INC COM 4,323 200 4.84 43,946
SELECT SECTOR SPDR TR SBI INT-UTILS 4,299 -1,657 (27.82) 100,834
PARKER HANNIFIN CORP COM 2,995 5 .17 25,434
MICROSOFT CORP COM 2,507 -749 (23) 57,125
HUNTINGTON BANCSHARES INC COM 2,390 12 .53 242,869
ENTERPRISE PRODS PARTNERS L P COM 2,163 -161 (6.93) 27,642
E M C CORP MASS COM 2,070 -65 (3.03) 70,248
WAL-MART STORES INC COM 1,940 16 .84 25,710
INTEL CORP COM 1,572 73 4.88 45,975
CISCO SYS INC COM 1,516 996 191.53 58,962
EXXON MOBIL CORP COM 1,439 82 6.03 13,896
PNC FINL SVCS GROUP INC COM 1,390 38 2.78 16,654
CARDINAL HEALTH INC COM 1,378 32 2.35 19,063
ISHARES TR CORE S&P500 ETF 1,310 New 6,612
SMUCKER J M CO COM NEW 1,273 569 80.82 12,328
STONE ENERGY CORP COM 1,229 New 31,106
PROCTER & GAMBLE CO COM 1,190 70 6.30 15,129