Portfolio (Quarterly)
Guide ↗
Sequoia Financial Advisors, LLC
· CIK 0001599900| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | PROP | PRAIRIE OPER CO | Financial Services | 11,150 | $23K | — | SOLD |
| 102 | OPK | OPKO HEALTH INC | Healthcare | 16,264 | $19K | — | SOLD |
| 103 | AFRM CALL | AFFIRM HLDGS INC | Technology | 100 | $5K | — | SOLD |
| 104 | VST CALL | VISTRA CORP | Utilities | 400 | $3K | — | SOLD |
| 105 | GOSS CALL | GOSSAMER BIO INC | Healthcare | 3,000 | $986.0 | — | SOLD |
| 106 | XLE CALL | SELECT SECTOR SPDR TR | — | 100 | $285.0 | — | SOLD |
| 107 | TECK CALL | TECK RESOURCES LTD | Basic Materials | 100 | $13.0 | — | SOLD |
Sector Allocation
Technology
31.5%
Financial Services
19.3%
Industrials
14.1%
Healthcare
8.2%
Consumer Cyclical
8.1%
Communication Services
5.3%
Consumer Defensive
4.5%
Energy
3.9%
Utilities
2.3%
Basic Materials
1.5%