Sequoia Financial Advisors Options Holdings (Q1 2024)
According to the SEC 13F filed on Jul 17, 2026, the Sequoia Financial Advisors portfolio disclosed options positions as of quarter-end Jun 30, 2026. These positions 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 7 call contracts and 11 put contracts across companies such as SPDR S&P 500 (SPY), SPDR S&P 500 (SPY), SPDR Series Trust SPDR Portfoli (SPYG). Options positions can signal strategies around hedging risk, enhancing leverage, or adjusting portfolio exposure during market shifts.
Options Positions
Showing 18 of 18 positions.
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q1 2024 | SPY | SPDR S&P 500 | PUT | 5,700 | $2,981,499.00 |
| Q1 2024 | SPY | SPDR S&P 500 | CALL | 3,400 | $1,778,438.00 |
| Q1 2024 | SPYG | SPDR Series Trust SPDR Portfoli | PUT | 7,000 | $512,050.00 |
| Q1 2024 | KWEB | KraneShares Trust KraneShares C | CALL | 19,100 | $501,375.00 |
| Q1 2024 | IWM | iShares Russell 2000 ETF | PUT | 900 | $189,270.00 |
| Q1 2024 | COST | Costco Wholesale Corporation | PUT | 200 | $146,526.00 |
| Q1 2024 | BABA | Alibaba Group Holding Limited | CALL | 1,500 | $108,540.00 |
| Q1 2024 | DECK | Deckers Outdoor Corporation | PUT | 100 | $94,126.00 |
| Q1 2024 | MLM | Martin Marietta Materials, Inc. | PUT | 100 | $61,394.00 |
| Q1 2024 | IP | International Paper Company | CALL | 1,000 | $39,020.00 |
| Q1 2024 | CAT | Caterpillar, Inc. | PUT | 100 | $36,643.00 |
| Q1 2024 | TT | Trane Technologies | PUT | 100 | $30,020.00 |
| Q1 2024 | ADM | Archer-Daniels-Midland Company | CALL | 300 | $18,843.00 |
| Q1 2024 | GE | GE Aerospace | PUT | 100 | $17,553.00 |
| Q1 2024 | AAPL | Apple Inc. | PUT | 100 | $17,148.00 |
| Q1 2024 | IR | Ingersoll Rand Inc. | PUT | 100 | $9,495.00 |
| Q1 2024 | SCHW | Charles Schwab Corporation (The | CALL | 100 | $7,234.00 |
| Q1 2024 | INTC | Intel Corporation | CALL | 100 | $4,417.00 |
Note: Notional value represents the total exposure of the options position.