Sequoia Financial Advisors Options Holdings (Q3 2023)
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 0 put contracts across companies such as KraneShares Trust KraneShares C (KWEB), SPDR S&P 500 (SPY), Paramount Global (PARA). Options positions can signal strategies around hedging risk, enhancing leverage, or adjusting portfolio exposure during market shifts.
Options Positions
Showing 7 of 7 positions.
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q3 2023 | KWEB | KraneShares Trust KraneShares C | CALL | 25,000 | $684,250.00 |
| Q3 2023 | SPY | SPDR S&P 500 | CALL | 1,400 | $598,472.00 |
| Q3 2023 | PARA | Paramount Global | CALL | 25,000 | $322,500.00 |
| Q3 2023 | PYPL | PayPal Holdings, Inc. | CALL | 2,000 | $116,920.00 |
| Q3 2023 | TM | Toyota Motor Corporation | CALL | 100 | $17,975.00 |
| Q3 2023 | AEM | Agnico Eagle Mines Limited | CALL | 200 | $9,090.00 |
| Q3 2023 | INTC | Intel Corporation | CALL | 100 | $3,555.00 |
Note: Notional value represents the total exposure of the options position.