Sequoia Financial Advisors Options Holdings (Q4 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 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.