Sequoia Financial Advisors Options Holdings (Q3 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 8 call contracts and 7 put contracts across companies such as Starbucks Corporation (SBUX), SPDR S&P 500 (SPY), Tesla, Inc. (TSLA). Options positions can signal strategies around hedging risk, enhancing leverage, or adjusting portfolio exposure during market shifts.
Options Positions
Showing 15 of 15 positions.
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q3 2024 | SBUX | Starbucks Corporation | PUT | 10,200 | $994,398.00 |
| Q3 2024 | SPY | SPDR S&P 500 | CALL | 1,400 | $803,264.00 |
| Q3 2024 | TSLA | Tesla, Inc. | CALL | 1,000 | $261,630.00 |
| Q3 2024 | MSFT | Microsoft Corporation | PUT | 300 | $129,090.00 |
| Q3 2024 | SPY | SPDR S&P 500 | PUT | 200 | $114,752.00 |
| Q3 2024 | XLP | SPDR Select Sector Fund - Consu | PUT | 500 | $41,500.00 |
| Q3 2024 | XLU | SPDR Select Sector Fund - Utili | PUT | 500 | $40,390.00 |
| Q3 2024 | IEF | iShares 7-10 Year Treasury Bond | CALL | 400 | $39,248.00 |
| Q3 2024 | TXT | Textron Inc. | CALL | 400 | $35,432.00 |
| Q3 2024 | USRT | iShares Core U.S. REIT ETF | PUT | 400 | $24,628.00 |
| Q3 2024 | SNOW | Snowflake Inc. | CALL | 200 | $22,972.00 |
| Q3 2024 | VZ | Verizon Communications Inc. | PUT | 500 | $22,455.00 |
| Q3 2024 | UBER | Uber Technologies, Inc. | CALL | 200 | $15,032.00 |
| Q3 2024 | NVDA | NVIDIA Corporation | CALL | 100 | $12,144.00 |
| Q3 2024 | INTC | Intel Corporation | CALL | 100 | $2,346.00 |
Note: Notional value represents the total exposure of the options position.