Sequoia Financial Advisors, LLC Options Holdings

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

Options Holdings Table

Stock	Option Type	Value	Options Held	Last Trade	Trade History
SBUX Starbucks Corp Consumer Cyclical	PUT	$994,000	10.2K	Q3 2024 New holding
SPY Spdr S&P 500 ETF Trust ETFs	CALL	$803,000	1.4K	Q3 2024 Reduced 95.65%
INTC Intel Corp Technology	CALL	$2,000	100	Q2 2023 New holding
UBER Uber Technologies, Inc Technology	CALL	$15,000	200	Q3 2024 New holding
TXT Textron Inc Industrials	CALL	$35,000	400	Q3 2024 New holding
TSLA Tesla, Inc. Consumer Cyclical	CALL	$261,000	1K	Q3 2024 New holding
SPY Spdr S&P 500 ETF Trust ETFs	PUT	$114,000	200	Q3 2024 Reduced 95.65%
SNOW Snowflake Inc. Technology	CALL	$22,000	200	Q3 2024 New holding
XLU Utilities Sector Spdr ETFs	PUT	$40,000	500	Q3 2024 New holding
XLP Consumer Staples Sector Spdr ETFs	PUT	$38,000	500	Q3 2024 New holding
NVDA Nvidia Corp Technology	CALL	$12,000	100	Q3 2024 Reduced 90.0%
MSFT Microsoft Corp Technology	PUT	$129,000	300	Q3 2024 New holding
USRT Ishares Core U.S. Reit ETF ETFs	PUT	$24,000	400	Q3 2024 New holding
IEF Ishares Barclays ETFs	CALL	$39,000	400	Q3 2024 New holding
VZ Verizon Communications Inc Communication Services	PUT	$22,000	500	Q3 2024 New holding

Summary

Portfolio
No. of Stocks 1,289
Current Value $8.93 Billion
Prior Value $8.06 Billion
Filing
Period Q3 2024
Filing Date October 21, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 155 stocks
Additional Purchases 712 stocks
Sold out of 0 stocks
Reduced holdings in 343 stocks

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