- Sequoia Financial Advisors Options Activity (Q3 2025)
As of Sep 30, 2025, the Sequoia Financial Advisors portfolio disclosed options positions in its latest SEC 13F filing reported on Oct 29, 2025. These filings include call and put options tied to underlying equity holdings, providing a deeper look at the fund's use of derivatives for exposure and hedging.
The reported options activity included 21 call contracts and 17 put contracts across companies such as SPDR S&P 500 (SPY), Invesco QQQ Trust, Series 1 (QQQ), Progressive Corporation (The) (PGR). Options positions can signal strategies around hedging risk, enhancing leverage, or adjusting portfolio exposure during market shifts.
Options Positions
Showing 30 of 38 positions.
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q3 2025 | SPY | SPDR S&P 500 | CALL | 41,600 | $27,713,088.00 |
| Q3 2025 | QQQ | Invesco QQQ Trust, Series 1 | CALL | 10,900 | $6,544,033.00 |
| Q3 2025 | PGR | Progressive Corporation (The) | PUT | 25,500 | $6,297,225.00 |
| Q3 2025 | MSFT | Microsoft Corporation | PUT | 8,200 | $4,247,190.00 |
| Q3 2025 | GOOGL | Alphabet Inc. | PUT | 12,700 | $3,087,370.00 |
| Q3 2025 | AAPL | Apple Inc. | PUT | 11,000 | $2,800,930.00 |
| Q3 2025 | NVDA | NVIDIA Corporation | PUT | 8,900 | $1,660,562.00 |
| Q3 2025 | AVGO | Broadcom Inc. | PUT | 4,400 | $1,451,604.00 |
| Q3 2025 | VST | Vistra Corp. | PUT | 5,900 | $1,155,928.00 |
| Q3 2025 | XOM | Exxon Mobil Corporation | PUT | 7,500 | $845,625.00 |
| Q3 2025 | AMZN | Amazon.com, Inc. | PUT | 3,600 | $790,452.00 |
| Q3 2025 | JNJ | Johnson & Johnson | PUT | 3,700 | $686,054.00 |
| Q3 2025 | UPS | United Parcel Service, Inc. | PUT | 6,600 | $551,298.00 |
| Q3 2025 | SPY | SPDR S&P 500 | PUT | 33,000 | $530,145.00 |
| Q3 2025 | AON | Aon Plc | PUT | 1,300 | $463,554.00 |
| Q3 2025 | TJX | TJX Companies, Inc. (The) | CALL | 1,000 | $144,540.00 |
| Q3 2025 | GLD | SPDR Gold Trust | CALL | 400 | $142,188.00 |
| Q3 2025 | BHC | Bausch Health Companies Inc. | CALL | 20,000 | $129,000.00 |
| Q3 2025 | DIS | Walt Disney Company (The) | CALL | 1,000 | $114,500.00 |
| Q3 2025 | XLY | SPDR Select Sector Fund - Consu | PUT | 400 | $95,856.00 |
| Q3 2025 | JD | JD.com, Inc. | CALL | 2,500 | $87,450.00 |
| Q3 2025 | META | Meta Platforms, Inc. | CALL | 100 | $73,438.00 |
| Q3 2025 | CDNS | Cadence Design Systems, Inc. | CALL | 200 | $70,252.00 |
| Q3 2025 | NKE | Nike, Inc. | CALL | 1,000 | $69,730.00 |
| Q3 2025 | ET | Energy Transfer LP | CALL | 4,000 | $68,640.00 |
| Q3 2025 | NUE | Nucor Corporation | CALL | 500 | $67,715.00 |
| Q3 2025 | GDX | VanEck Gold Miners ETF | CALL | 800 | $61,120.00 |
| Q3 2025 | MP | MP Materials Corp. | PUT | 900 | $60,363.00 |
| Q3 2025 | ADP | Automatic Data Processing, Inc. | PUT | 200 | $58,700.00 |
| Q3 2025 | XLC | The Communication Services Sele | PUT | 400 | $47,348.00 |
Note: Notional value represents the total exposure of the options position. For strike, expiration, and historical option strategies, visit the live options page on InsiderSet.
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