- 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 |
|---|---|---|---|
| Q4 2023 | TM Toyota Motor Corporation | CALL | 100 |
| Q4 2023 | WBD Warner Bros. Discovery, Inc. - | CALL | 1,000 |
| Q4 2023 | XLK SPDR Select Sector Fund - Techn | PUT | 100 |
| Q3 2023 | AEM Agnico Eagle Mines Limited | CALL | 200 |
| Q3 2023 | INTC Intel Corporation | CALL | 100 |
| Q3 2023 | KWEB KraneShares Trust KraneShares C | CALL | 25,000 |
| Q3 2023 | PARA Paramount Global | CALL | 25,000 |
| Q3 2023 | PYPL PayPal Holdings, Inc. | CALL | 2,000 |
| Q3 2023 | SPY SPDR S&P 500 | CALL | 1,400 |
| Q3 2023 | TM Toyota Motor Corporation | CALL | 100 |
| Q2 2023 | INTC Intel Corporation | CALL | 100 |
| Q2 2023 | SPY SPDR S&P 500 | CALL | 1,400 |
| Q2 2023 | SPY SPDR S&P 500 | PUT | 1,000 |
| Q2 2023 | TM Toyota Motor Corporation | CALL | 100 |
| Q1 2023 | SPY SPDR S&P 500 | CALL | 1,600 |
| Q1 2023 | SPY SPDR S&P 500 | PUT | 1,000 |
| Q1 2023 | TM Toyota Motor Corporation | CALL | 100 |
| Q1 2023 | TXN Texas Instruments Incorporated | PUT | 1,500 |
| Q4 2022 | PARA Paramount Global | CALL | 2,000 |
| Q4 2022 | SPY SPDR S&P 500 | CALL | 200 |
| Q4 2022 | TM Toyota Motor Corporation | CALL | 100 |
| Q4 2022 | TXN Texas Instruments Incorporated | PUT | 1,500 |
| Q4 2022 | UBER Uber Technologies, Inc. | CALL | 700 |
| Q4 2022 | UMC United Microelectronics Corpora | CALL | 200 |
| Q2 2021 | QYLG Global X Nasdaq 100 Covered Cal | CALL | 20,803 |
| Q2 2021 | XYLD Global X Funds Global X S&P 500 | CALL | 46,500 |
| Q1 2021 | QYLG Global X Nasdaq 100 Covered Cal | CALL | 20,507 |
| Q1 2021 | XYLD Global X Funds Global X S&P 500 | CALL | 46,500 |