Sequoia Financial Advisors, LLC Options Holdings

Sequoia Financial Advisors, LLC

$11.6 Billion
Q1 2025

Options Holdings Table

Stock	Option Type	Value	Options Held	Last Trade	Trade History
SPY Spdr S&P 500 ETF Trust ETFs	CALL	$17.1 Million	30.5K	Q1 2025 Added 68.51%
PGR Progressive Corp Financial Services	PUT	$6.45 Million	22.8K	Q4 2024 New holding
AAPL Apple Inc. Technology	PUT	$1.47 Million	6.6K	Q1 2025 Added 200.0%
VST Vistra Corp. Utilities	PUT	$1.14 Million	9.7K	Q1 2025 New holding
JNJ Johnson & Johnson Healthcare	PUT	$812,000	4.9K	Q1 2025 Reduced 2.0%
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	CALL	$132,000	800	Q1 2025 New holding
TSLA Tesla, Inc. Consumer Cyclical	CALL	$181,000	700	Q1 2025 New holding
TSLA Tesla, Inc. Consumer Cyclical	PUT	$259,000	1K	Q1 2025 New holding
UBER Uber Technologies, Inc Technology	CALL	$14,000	200	Q1 2025 New holding
AON Aon PLC Financial Services	PUT	$518,000	1.3K	Q4 2024 New holding
NVDA Nvidia Corp Technology	PUT	$563,000	5.2K	Q1 2025 New holding
MSFT Microsoft Corp Technology	PUT	$450,000	1.2K	Q1 2025 New holding
MRVL Marvell Technology, Inc. Technology	CALL	$6,000	100	Q1 2025 New holding
KWEB Kraneshares Tr Csi China Inter ETFs	CALL	$174,000	5K	Q1 2025 New holding
INTC Intel Corp Technology	CALL	$2,000	100	Q2 2023 New holding
CVNA Carvana Co. Consumer Cyclical	PUT	$41,000	200	Q1 2025 New holding
ZS Zscaler, Inc. Technology	CALL	$39,000	200	Q1 2025 New holding

Summary

Portfolio
No. of Stocks 1,369
Current Value $11.6 Billion
Prior Value $11.5 Billion
Filing
Period Q1 2025
Filing Date April 23, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 129 stocks
Additional Purchases 656 stocks
Sold out of 0 stocks
Reduced holdings in 511 stocks

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