Sequoia Financial Advisors Options Holdings (Q2 2023)
As of Jun 30, 2023, the Sequoia Financial Advisors portfolio disclosed options positions in its latest SEC 13F filing reported on Jul 17, 2026. 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 3 call contracts and 1 put contract across companies such as SPDR S&P 500 (SPY), SPDR S&P 500 (SPY), Toyota Motor Corporation (TM). Options positions can signal strategies around hedging risk, enhancing leverage, or adjusting portfolio exposure during market shifts.
Options Positions
Showing 4 of 4 positions.
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2023 | SPY | SPDR S&P 500 | CALL | 1,400 | $620,592.00 |
| Q2 2023 | SPY | SPDR S&P 500 | PUT | 1,000 | $443,280.00 |
| Q2 2023 | TM | Toyota Motor Corporation | CALL | 100 | $16,075.00 |
| Q2 2023 | INTC | Intel Corporation | CALL | 100 | $3,344.00 |
Note: Notional value represents the total exposure of the options position.