- 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 |
|---|---|---|---|
| Q2 2024 | SPY SPDR S&P 500 | PUT | 4,600 |
| Q2 2024 | SPYG SPDR Series Trust SPDR Portfoli | PUT | 4,000 |
| Q2 2024 | TLT iShares 20+ Year Treasury Bond | CALL | 1,100 |
| Q2 2024 | VZ Verizon Communications Inc. | CALL | 300 |
| Q2 2024 | WING Wingstop Inc. | PUT | 100 |
| Q1 2024 | AAPL Apple Inc. | PUT | 100 |
| Q1 2024 | ADM Archer-Daniels-Midland Company | CALL | 300 |
| Q1 2024 | BABA Alibaba Group Holding Limited | CALL | 1,500 |
| Q1 2024 | CAT Caterpillar, Inc. | PUT | 100 |
| Q1 2024 | COST Costco Wholesale Corporation | PUT | 200 |
| Q1 2024 | DECK Deckers Outdoor Corporation | PUT | 100 |
| Q1 2024 | GE GE Aerospace | PUT | 100 |
| Q1 2024 | INTC Intel Corporation | CALL | 100 |
| Q1 2024 | IP International Paper Company | CALL | 1,000 |
| Q1 2024 | IR Ingersoll Rand Inc. | PUT | 100 |
| Q1 2024 | IWM iShares Russell 2000 ETF | PUT | 900 |
| Q1 2024 | KWEB KraneShares Trust KraneShares C | CALL | 19,100 |
| Q1 2024 | MLM Martin Marietta Materials, Inc. | PUT | 100 |
| Q1 2024 | SCHW Charles Schwab Corporation (The | CALL | 100 |
| Q1 2024 | SPY SPDR S&P 500 | CALL | 3,400 |
| Q1 2024 | SPY SPDR S&P 500 | PUT | 5,700 |
| Q1 2024 | SPYG SPDR Series Trust SPDR Portfoli | PUT | 7,000 |
| Q4 2023 | AEM Agnico Eagle Mines Limited | CALL | 200 |
| Q4 2023 | AMZN Amazon.com, Inc. | CALL | 100 |
| Q4 2023 | BABA Alibaba Group Holding Limited | CALL | 4,000 |
| Q4 2023 | DBRG DigitalBridge Group, Inc. | CALL | 2,500 |
| Q4 2023 | GOVT iShares U.S. Treasury Bond ETF | PUT | 4,500 |
| Q4 2023 | INTC Intel Corporation | CALL | 100 |
| Q4 2023 | KWEB KraneShares Trust KraneShares C | CALL | 19,100 |
| Q4 2023 | SPY SPDR S&P 500 | CALL | 1,400 |