Portfolio (Quarterly)
Guide ↗
Sequoia Financial Advisors, LLC
· CIK 0001599900| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 161 | M PUT | MACYS INC | Consumer Cyclical | 1,000 | $22K | — | SOLD |
| 162 | SOFI CALL | SOFI TECHNOLOGIES INC | Financial Services | 800 | $21K | — | SOLD |
| 163 | — | AGILON HEALTH INC | — | 27,814 | $19K | — | SOLD |
| 164 | TMF | DIREXION SHS ETF TR | — | 481 | $18K | — | SOLD |
| 165 | SLV CALL | ISHARES SILVER TR | Financial Services | 200 | $13K | — | SOLD |
| 166 | SLV PUT | ISHARES SILVER TR | Financial Services | 200 | $13K | — | SOLD |
| 167 | RIO CALL | RIO TINTO PLC | Basic Materials | 500 | $2K | — | SOLD |
| 168 | HL CALL | HECLA MNG CO | Basic Materials | 400 | $2K | — | SOLD |
| 169 | UEC CALL | URANIUM ENERGY CORP | Energy | 1,100 | $1K | — | SOLD |
| 170 | JBHT CALL | HUNT J B TRANS SVCS INC | Industrials | 100 | $1K | — | SOLD |
| 171 | NG CALL | NOVAGOLD RES INC | Basic Materials | 400 | $964.0 | — | SOLD |
| 172 | MP CALL | MP MATERIALS CORP | Basic Materials | 200 | $44.0 | — | SOLD |
Sector Allocation
Technology
27.7%
Financial Services
19.0%
Industrials
12.6%
Consumer Cyclical
9.2%
Communication Services
8.3%
Healthcare
7.7%
Consumer Defensive
5.0%
Energy
4.7%
Utilities
2.3%
Basic Materials
2.3%