Sequoia Financial Advisors Options Holdings (Q3 2024)
As of Sep 30, 2024, 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 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.