- 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 |
|---|---|---|---|
| Q3 2024 | IEF iShares 7-10 Year Treasury Bond | CALL | 400 |
| Q3 2024 | INTC Intel Corporation | CALL | 100 |
| Q3 2024 | MSFT Microsoft Corporation | PUT | 300 |
| Q3 2024 | NVDA NVIDIA Corporation | CALL | 100 |
| Q3 2024 | SBUX Starbucks Corporation | PUT | 10,200 |
| Q3 2024 | SNOW Snowflake Inc. | CALL | 200 |
| Q3 2024 | SPY SPDR S&P 500 | CALL | 1,400 |
| Q3 2024 | SPY SPDR S&P 500 | PUT | 200 |
| Q3 2024 | TSLA Tesla, Inc. | CALL | 1,000 |
| Q3 2024 | TXT Textron Inc. | CALL | 400 |
| Q3 2024 | UBER Uber Technologies, Inc. | CALL | 200 |
| Q3 2024 | USRT iShares Core U.S. REIT ETF | PUT | 400 |
| Q3 2024 | VZ Verizon Communications Inc. | PUT | 500 |
| Q3 2024 | XLP SPDR Select Sector Fund - Consu | PUT | 500 |
| Q3 2024 | XLU SPDR Select Sector Fund - Utili | PUT | 500 |
| Q2 2024 | COST Costco Wholesale Corporation | PUT | 200 |
| Q2 2024 | DECK Deckers Outdoor Corporation | CALL | 100 |
| Q2 2024 | F Ford Motor Company | CALL | 1,000 |
| Q2 2024 | FNV Franco-Nevada Corporation | CALL | 200 |
| Q2 2024 | GLD SPDR Gold Trust | CALL | 200 |
| Q2 2024 | GM General Motors Company | PUT | 400 |
| Q2 2024 | HON Honeywell International Inc. | CALL | 200 |
| Q2 2024 | INTC Intel Corporation | CALL | 100 |
| Q2 2024 | IWM iShares Russell 2000 ETF | PUT | 900 |
| Q2 2024 | META Meta Platforms, Inc. | CALL | 300 |
| Q2 2024 | NVDA NVIDIA Corporation | CALL | 1,000 |
| Q2 2024 | NVDA NVIDIA Corporation | PUT | 2,000 |
| Q2 2024 | SHOP Shopify Inc. | PUT | 600 |
| Q2 2024 | SNPS Synopsys, Inc. | CALL | 100 |
| Q2 2024 | SPY SPDR S&P 500 | CALL | 3,900 |