Sequoia Financial Advisors, LLC Options Holdings

Sequoia Financial Advisors, LLC

  • $13 Billion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$22.2 Million
36K
Q2 2025
Added 18.03%
SLV
I Shares Silver Trust

ETFs
CALL
$6.56 Million
200K
Q2 2025
New holding
PGR
Progressive Corp

Financial Services
PUT
$6.8 Million
25.5K
Q2 2025
Added 11.84%
PEP
Pepsico Inc

Consumer Defensive
CALL
$3.3 Million
25K
Q2 2025
New holding
VST
Vistra Corp.

Utilities
PUT
$1.14 Million
5.9K
Q2 2025
Reduced 39.18%
NVDA
Nvidia Corp

Technology
PUT
$821,000
5.2K
Q1 2025
New holding
JNJ
Johnson & Johnson

Healthcare
PUT
$748,000
4.9K
Q1 2025
Reduced 2.0%
XOM
Exxon Mobil Corp

Energy
PUT
$808,000
7.5K
Q2 2025
New holding
NVO
Novo Nordisk A S

Healthcare
CALL
$690,000
10K
Q2 2025
New holding
DDOG
Datadog, Inc.

Technology
CALL
$671,000
5K
Q2 2025
New holding
AVGO
Broadcom Inc.

Technology
PUT
$1.21 Million
4.4K
Q2 2025
New holding
AAPL
Apple Inc.

Technology
PUT
$902,000
4.4K
Q2 2025
Reduced 33.33%
TSLA
Tesla, Inc.

Consumer Cyclical
PUT
$317,000
1K
Q2 2025
Added 14.29%
PAYC
Paycom Software, Inc.

Technology
PUT
$23,000
100
Q2 2025
New holding
VDE
Vanguard Energy ETF

ETFs
CALL
$107,000
900
Q2 2025
New holding
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
CALL
$60,000
600
Q2 2025
New holding
UNH
Unitedhealth Group Inc

Healthcare
CALL
$343,000
1.1K
Q2 2025
New holding
UBER
Uber Technologies, Inc

Technology
CALL
$233,000
2.5K
Q2 2025
Added 1150.0%
TSLA
Tesla, Inc.

Consumer Cyclical
CALL
$254,000
800
Q2 2025
Added 14.29%
NKE
Nike, Inc.

Consumer Cyclical
CALL
$56,000
800
Q2 2025
New holding
MSFT
Microsoft Corp

Technology
PUT
$596,000
1.2K
Q1 2025
New holding
BABA
Alibaba Group Holding LTD

Consumer Cyclical
CALL
$22,000
200
Q2 2025
New holding
AON
Aon PLC

Financial Services
PUT
$463,000
1.3K
Q4 2024
New holding
BMY
Bristol Myers Squibb CO

Healthcare
CALL
$9,000
200
Q2 2025
New holding
KO
Coca Cola CO

Consumer Defensive
CALL
$21,000
300
Q2 2025
New holding
CCI
Crown Castle International Corp

Real Estate
PUT
$523,000
5.1K
Q2 2025
New holding
DAL
Delta Air Lines, Inc.

Industrials
CALL
$9,000
200
Q2 2025
New holding
DKNG
Draft Kings Inc.

Consumer Cyclical
CALL
$4,000
100
Q2 2025
New holding
IBRX
Immunity Bio, Inc.

Healthcare
CALL
$422,000
160K
Q2 2025
New holding
INTC
Intel Corp

Technology
CALL
$2,000
100
Q2 2023
New holding
LULU
Lululemon Athletica Inc.

Consumer Cyclical
CALL
$23,000
100
Q2 2025
New holding
MCD
Mcdonalds Corp

Consumer Cyclical
PUT
$87,000
300
Q2 2025
New holding
ABBV
Abb Vie Inc.

Healthcare
CALL
$55,000
300
Q2 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 1,588
  • Current Value $13 Billion
  • Prior Value $11.6 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 260 stocks
  • Additional Purchases 859 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 376 stocks
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