Lido Advisors, LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings517 positions
State Street SPDR S&P 500 ETF | 1M | $293.1M | 19.0% | — | — | — | Increased — |
State Street SPDR S&P 500 ETF | 269,400 | $76.1M | 4.9% | — | — | — | Increased — |
State Street SPDR S&P 500 ETF | 199,124 | $56.5M | 3.7% | $231.58 | +9.33% | 2 qtrssince 2018-Q4 | Increased 71 |
ISHARES TR | 315,247 | $54.3M | 3.5% | $35.33 | +14.79% | 2 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 476,084 | $53.7M | 3.5% | $87.83 | +10.14% | 2 qtrssince 2018-Q4 | Increased 63 |
Essex Property Trust Inc | 165,859 | $48.3M | 3.1% | $222.72 | 0.00% | 1 qtr | New 81 |
FIDELITY COVINGTON TRUST | 584,475 | $34.6M | 2.3% | $47.64 | +17.46% | 2 qtrssince 2018-Q4 | Increased 57 |
Johnson & Johnson | 167,426 | $23.4M | 1.5% | $111.90 | +1.66% | 2 qtrssince 2018-Q4 | Increased 73 |
FIDELITY COVINGTON TRUST | 489,564 | $21.8M | 1.4% | $37.66 | +6.90% | 2 qtrssince 2018-Q4 | Increased 52 |
SELECT SECTOR SPDR TR | 536,980 | $19.4M | 1.3% | $28.17 | 0.00% | 1 qtr | New 65 |
EW SCRIPPS CO/THE | 919,828 | $19.3M | 1.3% | $11.44 | +33.79% | 2 qtrssince 2018-Q4 | Unchanged 0 |
Microsoft Corporation | 161,641 | $19.1M | 1.2% | $102.20 | +7.75% | 2 qtrssince 2018-Q4 | Increased 72 |
Apple Inc. | 99,620 | $18.9M | 1.2% | $38.33 | +17.99% | 2 qtrssince 2018-Q4 | Increased 51 |
FIDELITY COVINGTON TRUST | 488,945 | $18.3M | 1.2% | $29.79 | +7.91% | 2 qtrssince 2018-Q4 | Increased 51 |
SELECT SECTOR SPDR TR | 297,594 | $16.7M | 1.1% | $45.95 | 0.00% | 1 qtr | New 64 |
SELECT SECTOR SPDR TR | 181,571 | $16.7M | 1.1% | $76.79 | +5.08% | 2 qtrssince 2018-Q4 | Increased 55 |
FIDELITY COVINGTON TRUST | 430,247 | $16.4M | 1.1% | $30.09 | +14.51% | 2 qtrssince 2018-Q4 | Increased 51 |
iShares MSCI EAFE ETF | 242,609 | $15.7M | 1.0% | — | — | 2 qtrssince 2018-Q4 | Decreased 0 |
INVESCO EXCHANGE TRADED FD T | 479,225 | $15.4M | 1.0% | $25.18 | +15.08% | 2 qtrssince 2018-Q4 | Increased 46 |
SELECT SECTOR SPDR TR | 252,802 | $14.7M | 1.0% | $20.83 | +10.74% | 2 qtrssince 2018-Q4 | Decreased 0 |
Lido Advisors, LLC manages $1.5B across 517 positions as of Q1 2019. Top holdings: SPY calls (19.0%), SPY puts (4.9%), SPY (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 107 new positions, 36 exits, 239 increased. Top move: ESS (NEW, conviction 81). Portfolio: $1.5B across 517 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR