Sequoia Financial Advisors, LLC Options Holdings

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$10.6 Million
18.1K
Q4 2024
Added 1192.86%
PGR
Progressive Corp

Financial Services
PUT
$5.46 Million
22.8K
Q4 2024
New holding
JNJ
Johnson & Johnson

Healthcare
PUT
$723,000
5K
Q4 2024
New holding
TSLA
Tesla, Inc.

Consumer Cyclical
CALL
$282,000
700
Q4 2024
Reduced 30.0%
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$117,000
200
Q4 2024
Added 1192.86%
SCI
Service Corp International

Consumer Cyclical
PUT
$399,000
5K
Q4 2024
New holding
AON
Aon PLC

Financial Services
PUT
$466,000
1.3K
Q4 2024
New holding
ACWI
Ishares Msci Acwi ETF

ETFs
CALL
$11,000
100
Q4 2024
New holding
SOXX
Ishares Semiconductor ETF

ETFs
CALL
$21,000
100
Q4 2024
New holding
IGV
Ishares Expanded Tech Software

ETFs
CALL
$20,000
200
Q4 2024
New holding
AAPL
Apple Inc.

Technology
PUT
$550,000
2.2K
Q4 2024
New holding
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
CALL
$40,000
1.2K
Q4 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 1,347
  • Current Value $11.5 Billion
  • Prior Value $8.93 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 150 stocks
  • Additional Purchases 837 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 300 stocks
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