0001085146-14-002055.txt : 20141029
0001085146-14-002055.hdr.sgml : 20141029
20141029102305
ACCESSION NUMBER: 0001085146-14-002055
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20140930
FILED AS OF DATE: 20141029
DATE AS OF CHANGE: 20141029
EFFECTIVENESS DATE: 20141029
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: 141178965
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
09-30-2014
09-30-2014
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
10-27-2014
0
162
144200
INFORMATION TABLE
2
infotable.xml
ALLIANCE ONE INTL INC
COM
018772103
27
13830
SH
SOLE
0
0
13830
AMAZON COM INC
COM
023135106
282
874
SH
SOLE
0
0
874
AMGEN INC
COM
031162100
856
6096
SH
SOLE
0
0
6096
APPLE INC
COM
037833100
4549
45149
SH
SOLE
0
0
45149
ARM HLDGS PLC
SPONSORED ADR
042068106
241
5527
SH
SOLE
0
0
5527
AT&T INC
COM
00206R102
538
15272
SH
SOLE
0
0
15272
ATHENAHEALTH INC
COM
04685W103
214
1623
SH
SOLE
0
0
1623
BANCO BILBAO VIZCAYA ARGENTA
SPONSORED ADR
05946K101
216
17996
SH
SOLE
0
0
17996
BANNER CORP
COM NEW
06652V208
379
9845
SH
SOLE
0
0
9845
BARCLAYS BK PLC
DJUBS CMDT ETN36
06738C778
7658
222823
SH
SOLE
0
0
222823
BECTON DICKINSON & CO
COM
075887109
1866
16393
SH
SOLE
0
0
16393
BED BATH & BEYOND INC
COM
075896100
943
14326
SH
SOLE
0
0
14326
BOEING CO
COM
097023105
234
1837
SH
SOLE
0
0
1837
BP PLC
SPONSORED ADR
055622104
1316
29952
SH
SOLE
0
0
29952
BRISTOL MYERS SQUIBB CO
COM
110122108
263
5142
SH
SOLE
0
0
5142
BUCKEYE PARTNERS L P
UNIT LTD PARTN
118230101
359
4512
SH
SOLE
0
0
4512
BUNGE LIMITED
COM
G16962105
230
2731
SH
SOLE
0
0
2731
CANADIAN NATL RY CO
COM
136375102
297
4190
SH
SOLE
0
0
4190
CAPITAL ONE FINL CORP
COM
14040H105
219
2679
SH
SOLE
0
0
2679
CEPHEID
COM
15670R107
307
6983
SH
SOLE
0
0
6983
CHEMED CORP NEW
COM
16359R103
200
1947
SH
SOLE
0
0
1947
CHEVRON CORP NEW
COM
166764100
365
3057
SH
SOLE
0
0
3057
CISCO SYS INC
COM
17275R102
2588
102830
SH
SOLE
0
0
102830
CITIGROUP INC
COM NEW
172967424
288
5563
SH
SOLE
0
0
5563
COCA COLA CO
COM
191216100
204
4775
SH
SOLE
0
0
4775
CONOCOPHILLIPS
COM
20825C104
811
10596
SH
SOLE
0
0
10596
COVIDIEN PLC
SHS
G2554F113
1292
14933
SH
SOLE
0
0
14933
CVS HEALTH CORP
COM
126650100
226
2835
SH
SOLE
0
0
2835
DCP MIDSTREAM PARTNERS LP
COM UT LTD PTN
23311P100
442
8120
SH
SOLE
0
0
8120
DISNEY WALT CO
COM DISNEY
254687106
265
2980
SH
SOLE
0
0
2980
DOW CHEM CO
COM
260543103
320
6097
SH
SOLE
0
0
6097
E M C CORP MASS
COM
268648102
1293
44198
SH
SOLE
0
0
44198
EBAY INC
COM
278642103
215
3805
SH
SOLE
0
0
3805
ECOLAB INC
COM
278865100
249
2172
SH
SOLE
0
0
2172
ENCANA CORP
COM
292505104
405
19102
SH
SOLE
0
0
19102
ENERGY TRANSFER EQUITY L P
COM UT LTD PTN
29273V100
745
12084
SH
SOLE
0
0
12084
ENSERVCO CORP
COM
29358Y102
36
10000
SH
SOLE
0
0
10000
ENTERPRISE PRODS PARTNERS L
COM
293792107
1737
43113
SH
SOLE
0
0
43113
EQT MIDSTREAM PARTNERS LP
UNIT LTD PARTN
26885B100
440
4905
SH
SOLE
0
0
4905
EXPRESS SCRIPTS HLDG CO
COM
30219G108
229
3240
SH
SOLE
0
0
3240
EXXON MOBIL CORP
COM
30231G102
1252
13313
SH
SOLE
0
0
13313
F5 NETWORKS INC
COM
315616102
856
7208
SH
SOLE
0
0
7208
FACEBOOK INC
CL A
30303M102
427
5403
SH
SOLE
0
0
5403
FIRST FINL BANCORP OH
COM
320209109
461
29143
SH
SOLE
0
0
29143
FISERV INC
COM
337738108
207
3205
SH
SOLE
0
0
3205
FLEXSHARES TR
MORNSTAR UPSTR
33939L407
355
10323
SH
SOLE
0
0
10323
FLEXSHARES TR
IBOXX 3R TARGT
33939L506
835
33803
SH
SOLE
0
0
33803
FORD MTR CO DEL
COM PAR $0.01
345370860
318
21527
SH
SOLE
0
0
21527
GENERAL ELECTRIC CO
COM
369604103
1668
65105
SH
SOLE
0
0
65105
GENESIS ENERGY L P
UNIT LTD PARTN
371927104
448
8508
SH
SOLE
0
0
8508
GILEAD SCIENCES INC
COM
375558103
1186
11145
SH
SOLE
0
0
11145
GOOGLE INC
CL A
38259P508
347
589
SH
SOLE
0
0
589
GOOGLE INC
CL C
38259P706
383
663
SH
SOLE
0
0
663
HARLEY DAVIDSON INC
COM
412822108
393
6760
SH
SOLE
0
0
6760
HEALTHCARE SVCS GRP INC
COM
421906108
202
7077
SH
SOLE
0
0
7077
HOME DEPOT INC
COM
437076102
216
2350
SH
SOLE
0
0
2350
HUNTINGTON BANCSHARES INC
COM
446150104
2446
251340
SH
SOLE
0
0
251340
ICICI BK LTD
ADR
45104G104
275
5601
SH
SOLE
0
0
5601
IMPERIAL OIL LTD
COM NEW
453038408
261
5528
SH
SOLE
0
0
5528
INTEL CORP
COM
458140100
1742
50022
SH
SOLE
0
0
50022
INTERNATIONAL BUSINESS MACHS
COM
459200101
836
4402
SH
SOLE
0
0
4402
ISHARES
IBOXX HI YD ETF
464288513
404
4397
SH
SOLE
0
0
4397
ISHARES
10-20 YR TRS ETF
464288653
238
1823
SH
SOLE
0
0
1823
ISHARES
3-7 YR TR BD ETF
464288661
259
2137
SH
SOLE
0
0
2137
ISHARES
U.S. PFD STK ETF
464288687
209
5292
SH
SOLE
0
0
5292
ISHARES TR
MRNGSTR LG-CP GR
464287119
396
3635
SH
SOLE
0
0
3635
ISHARES TR
TIPS BD ETF
464287176
244
2175
SH
SOLE
0
0
2175
ISHARES TR
TRANS AVG ETF
464287192
265
1758
SH
SOLE
0
0
1758
ISHARES TR
CORE S&P500 ETF
464287200
1311
6612
SH
SOLE
0
0
6612
ISHARES TR
CORE US AGGBD ET
464287226
410
3757
SH
SOLE
0
0
3757
ISHARES TR
IBOXX INV CP ETF
464287242
941
7962
SH
SOLE
0
0
7962
ISHARES TR
S&P 500 GRWT ETF
464287309
812
7602
SH
SOLE
0
0
7602
ISHARES TR
S&P 500 VAL ETF
464287408
928
10304
SH
SOLE
0
0
10304
ISHARES TR
MSCI EAFE ETF
464287465
518
8079
SH
SOLE
0
0
8079
ISHARES TR
CORE S&P MCP ETF
464287507
691
5055
SH
SOLE
0
0
5055
ISHARES TR
COHEN&STEER REIT
464287564
223
2636
SH
SOLE
0
0
2636
ISHARES TR
RUS 1000 VAL ETF
464287598
687
6861
SH
SOLE
0
0
6861
ISHARES TR
RUS 1000 GRW ETF
464287614
899
9809
SH
SOLE
0
0
9809
ISHARES TR
RUS 1000 ETF
464287622
272
2474
SH
SOLE
0
0
2474
ISHARES TR
CORE S&P SCP ETF
464287804
501
4806
SH
SOLE
0
0
4806
ISHARES TR
FLTG RATE BD ETF
46429B655
449
8832
SH
SOLE
0
0
8832
ITAU UNIBANCO HLDG SA
SPON ADR REP PFD
465562106
333
23993
SH
SOLE
0
0
23993
JOHNSON & JOHNSON
COM
478160104
649
6090
SH
SOLE
0
0
6090
JPMORGAN CHASE & CO
COM
46625H100
673
11179
SH
SOLE
0
0
11179
JPMORGAN CHASE & CO
ALERIAN ML ETN
46625H365
13317
250883
SH
SOLE
0
0
250883
KINDER MORGAN ENERGY PARTNER
UT LTD PARTNER
494550106
664
7119
SH
SOLE
0
0
7119
LINEAR TECHNOLOGY CORP
COM
535678106
284
6398
SH
SOLE
0
0
6398
LKQ CORP
COM
501889208
232
8712
SH
SOLE
0
0
8712
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
833
9897
SH
SOLE
0
0
9897
MARKET VECTORS ETF TR
HG YLD MUN ETF
57060U878
205
6666
SH
SOLE
0
0
6666
MARKWEST ENERGY PARTNERS L P
UNIT LTD PARTN
570759100
565
7359
SH
SOLE
0
0
7359
MCDONALDS CORP
COM
580135101
229
2419
SH
SOLE
0
0
2419
MEDNAX INC
COM
58502B106
233
4253
SH
SOLE
0
0
4253
MERCK & CO INC NEW
COM
58933Y105
654
11034
SH
SOLE
0
0
11034
MICROSOFT CORP
COM
594918104
2696
58145
SH
SOLE
0
0
58145
MPLX LP
COM UNIT REP LTD
55336V100
411
6969
SH
SOLE
0
0
6969
NEW YORK REIT INC
COM
64976L109
147
14288
SH
SOLE
0
0
14288
NOVO-NORDISK A S
ADR
670100205
254
5329
SH
SOLE
0
0
5329
NUVEEN MUN OPPORTUNITY FD IN
COM
670984103
923
64774
SH
SOLE
0
0
64774
NUVEEN MUN VALUE FD INC
COM
670928100
543
57698
SH
SOLE
0
0
57698
OCCIDENTAL PETE CORP DEL
COM
674599105
233
2426
SH
SOLE
0
0
2426
PARKER HANNIFIN CORP
COM
701094104
3769
33017
SH
SOLE
0
0
33017
PEPSICO INC
COM
713448108
581
6244
SH
SOLE
0
0
6244
PFIZER INC
COM
717081103
602
20364
SH
SOLE
0
0
20364
PHILLIPS 66
COM
718546104
260
3199
SH
SOLE
0
0
3199
PLAINS ALL AMERN PIPELINE L
UNIT LTD PARTN
726503105
359
6092
SH
SOLE
0
0
6092
PLAINS GP HLDGS L P
SHS A REP LTPN
72651A108
367
11966
SH
SOLE
0
0
11966
PNC FINL SVCS GROUP INC
COM
693475105
1700
19869
SH
SOLE
0
0
19869
POTASH CORP SASK INC
COM
73755L107
272
7878
SH
SOLE
0
0
7878
POWERSHARES ETF TR II
S&P500 LOW VOL
73937B779
385
11014
SH
SOLE
0
0
11014
POWERSHARES ETF TRUST
DYNM LRG CP VL
73935X708
2438
80078
SH
SOLE
0
0
80078
POWERSHARES ETF TRUST II
SENIOR LN PORT
73936Q769
481
19803
SH
SOLE
0
0
19803
POWERSHARES QQQ TRUST
UNIT SER 1
73935A104
826
8360
SH
SOLE
0
0
8360
PPG INDS INC
COM
693506107
678
3448
SH
SOLE
0
0
3448
PRAXAIR INC
COM
74005P104
241
1867
SH
SOLE
0
0
1867
PROCTER & GAMBLE CO
COM
742718109
1170
13966
SH
SOLE
0
0
13966
PROSHARES TR II
ULTRASHORT YEN N
74347W569
306
4044
SH
SOLE
0
0
4044
QUALCOMM INC
COM
747525103
1139
15232
SH
SOLE
0
0
15232
RETAIL PPTYS AMER INC
CL A
76131V202
251
17152
SH
SOLE
0
0
17152
RYDEX ETF TRUST
GUG S&P MC400 PG
78355W601
297
2429
SH
SOLE
0
0
2429
SAP AG
SPON ADR
803054204
338
4690
SH
SOLE
0
0
4690
SCHLUMBERGER LTD
COM
806857108
447
4398
SH
SOLE
0
0
4398
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
3528
71733
SH
SOLE
0
0
71733
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
6671
156432
SH
SOLE
0
0
156432
SELECT SECTOR SPDR TR
SBI INT-ENERGY
81369Y506
303
3340
SH
SOLE
0
0
3340
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
311
13419
SH
SOLE
0
0
13419
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
211
5292
SH
SOLE
0
0
5292
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
2307
54815
SH
SOLE
0
0
54815
SIRIUS XM HLDGS INC
COM
82968B103
50
14300
SH
SOLE
0
0
14300
SKYWORKS SOLUTIONS INC
COM
83088M102
963
16597
SH
SOLE
0
0
16597
SMUCKER J M CO
COM NEW
832696405
1241
12540
SH
SOLE
0
0
12540
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
365
2146
SH
SOLE
0
0
2146
SPDR GOLD TRUST
GOLD SHS
78463V107
3811
32795
SH
SOLE
0
0
32795
SPDR INDEX SHS FDS
DJ GLB RL ES ETF
78463X749
5634
127093
SH
SOLE
0
0
127093
SPDR INDEX SHS FDS
DJ INTL RL ETF
78463X863
232
5611
SH
SOLE
0
0
5611
SPDR S&P 500 ETF TR
TR UNIT
78462F103
540
2740
SH
SOLE
0
0
2740
SPDR SERIES TRUST
S&P 600 SMCP VAL
78464A300
1795
17546
SH
SOLE
0
0
17546
SPDR SERIES TRUST
S&P DIVID ETF
78464A763
687
9163
SH
SOLE
0
0
9163
STARBUCKS CORP
COM
855244109
556
7367
SH
SOLE
0
0
7367
STERICYCLE INC
COM
858912108
270
2316
SH
SOLE
0
0
2316
STONE ENERGY CORP
COM
861642106
1110
35401
SH
SOLE
0
0
35401
SUNOCO LOGISTICS PRTNRS L P
COM UNITS
86764L108
588
12176
SH
SOLE
0
0
12176
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADR
874039100
467
23135
SH
SOLE
0
0
23135
TARGA RES CORP
COM
87612G101
355
2609
SH
SOLE
0
0
2609
TESORO LOGISTICS LP
COM UNIT LP
88160T107
444
6270
SH
SOLE
0
0
6270
TWO HBRS INVT CORP
COM
90187B101
537
55506
SH
SOLE
0
0
55506
UNITED CMNTY FINL CORP OHIO
COM
909839102
692
147822
SH
SOLE
0
0
147822
UNITED STS COMMODITY INDEX F
COMM IDX FND
911717106
721
13090
SH
SOLE
0
0
13090
VALERO ENERGY PARTNERS LP
COM UNT REP LP
91914J102
373
8355
SH
SOLE
0
0
8355
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
393
3267
SH
SOLE
0
0
3267
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
375
3757
SH
SOLE
0
0
3757
VANGUARD INDEX FDS
VALUE ETF
922908744
266
3276
SH
SOLE
0
0
3276
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
967
19643
SH
SOLE
0
0
19643
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
728
17463
SH
SOLE
0
0
17463
VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
922042874
411
7447
SH
SOLE
0
0
7447
VERIZON COMMUNICATIONS INC
COM
92343V104
2116
42334
SH
SOLE
0
0
42334
VODAFONE GROUP PLC NEW
SPNSR ADR NO PAR
92857W308
657
19987
SH
SOLE
0
0
19987
WAL-MART STORES INC
COM
931142103
1901
24864
SH
SOLE
0
0
24864
WELLS FARGO & CO NEW
COM
949746101
284
5469
SH
SOLE
0
0
5469
WESTERN GAS EQUITY PARTNERS
COMUNT LTD PT
95825R103
408
6689
SH
SOLE
0
0
6689
WILLIAMS COS INC DEL
COM
969457100
460
8316
SH
SOLE
0
0
8316
WPP PLC NEW
ADR
92937A102
372
3708
SH
SOLE
0
0
3708