- Sequoia Financial Advisors Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | Apr 23, 2025 | |
| Total Stocks | 1352 | |
| Portfolio Value | $12.93B |
Sequoia Financial Advisors Options Activity
| Date | Symbol | Option | Quantity |
|---|---|---|---|
| Q1 2025 | AAPL Apple Inc. | PUT | 6,600 |
| Q1 2025 | AON Aon Plc | PUT | 1,300 |
| Q1 2025 | CVNA Carvana Co. | PUT | 200 |
| Q1 2025 | INTC Intel Corporation | CALL | 100 |
| Q1 2025 | JNJ Johnson & Johnson | PUT | 4,900 |
| Q1 2025 | KWEB KraneShares Trust KraneShares C | CALL | 5,000 |
| Q1 2025 | MRVL Marvell Technology, Inc. | CALL | 100 |
| Q1 2025 | MSFT Microsoft Corporation | PUT | 1,200 |
| Q1 2025 | NVDA NVIDIA Corporation | PUT | 5,200 |
| Q1 2025 | PGR Progressive Corporation (The) | PUT | 22,800 |
| Q1 2025 | SPY SPDR S&P 500 | CALL | 30,500 |
| Q1 2025 | TSLA Tesla, Inc. | CALL | 700 |
| Q1 2025 | TSLA Tesla, Inc. | PUT | 1,000 |
| Q1 2025 | TSM Taiwan Semiconductor Manufactur | CALL | 800 |
| Q1 2025 | UBER Uber Technologies, Inc. | CALL | 200 |
| Q1 2025 | VST Vistra Corp. | PUT | 9,700 |
| Q1 2025 | ZS Zscaler, Inc. | CALL | 200 |
| Q4 2024 | AAPL Apple Inc. | PUT | 2,200 |
| Q4 2024 | ACWI iShares MSCI ACWI ETF | CALL | 100 |
| Q4 2024 | AON Aon Plc | PUT | 1,300 |
| Q4 2024 | GDX VanEck Gold Miners ETF | CALL | 1,200 |
| Q4 2024 | IGV iShares Expanded Tech-Software | CALL | 200 |
| Q4 2024 | INTC Intel Corporation | CALL | 100 |
| Q4 2024 | JNJ Johnson & Johnson | PUT | 5,000 |
| Q4 2024 | PGR Progressive Corporation (The) | PUT | 22,800 |
| Q4 2024 | SCI Service Corporation Internation | PUT | 5,000 |
| Q4 2024 | SOXX iShares Semiconductor ETF | CALL | 100 |
| Q4 2024 | SPY SPDR S&P 500 | CALL | 18,100 |
| Q4 2024 | SPY SPDR S&P 500 | PUT | 200 |
| Q4 2024 | TSLA Tesla, Inc. | CALL | 700 |