Sequoia Financial Advisors Options Holdings (Q4 2024)
As of Dec 31, 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 7 call contracts and 6 put contracts across companies such as SPDR S&P 500 (SPY), Progressive Corporation (The) (PGR), Johnson & Johnson (JNJ). Options positions can signal strategies around hedging risk, enhancing leverage, or adjusting portfolio exposure during market shifts.
Options Positions
Showing 13 of 13 positions.
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q4 2024 | SPY | SPDR S&P 500 | CALL | 18,100 | $10,608,048.00 |
| Q4 2024 | PGR | Progressive Corporation (The) | PUT | 22,800 | $5,463,108.00 |
| Q4 2024 | JNJ | Johnson & Johnson | PUT | 5,000 | $723,100.00 |
| Q4 2024 | AAPL | Apple Inc. | PUT | 2,200 | $550,924.00 |
| Q4 2024 | AON | Aon Plc | PUT | 1,300 | $466,908.00 |
| Q4 2024 | SCI | Service Corporation Internation | PUT | 5,000 | $399,100.00 |
| Q4 2024 | TSLA | Tesla, Inc. | CALL | 700 | $282,688.00 |
| Q4 2024 | SPY | SPDR S&P 500 | PUT | 200 | $117,216.00 |
| Q4 2024 | GDX | VanEck Gold Miners ETF | CALL | 1,200 | $40,692.00 |
| Q4 2024 | SOXX | iShares Semiconductor ETF | CALL | 100 | $21,549.00 |
| Q4 2024 | IGV | iShares Expanded Tech-Software | CALL | 200 | $20,024.00 |
| Q4 2024 | ACWI | iShares MSCI ACWI ETF | CALL | 100 | $11,750.00 |
| Q4 2024 | INTC | Intel Corporation | CALL | 100 | $2,005.00 |
Note: Notional value represents the total exposure of the options position.