Lido Advisors, LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings585 positions
STATE STR SPDR S&P 500 ETF T | 2.1M | $553.1M | 23.5% | — | — | — | Increased — |
STATE STR SPDR S&P 500 ETF T | 642,400 | $168.1M | 7.1% | — | — | — | Increased — |
INVESCO BULLETSHARES 2022 CO | 6.7M | $141.9M | 6.0% | $21.07 | 0.00% | 5 qtrssince 2019-Q1 | Increased 95 |
APPLE INC | 401,737 | $102.2M | 4.3% | $61.31 | +0.03% | 6 qtrssince 2018-Q4 | Increased 57 |
STATE STR SPDR S&P 500 ETF T | 302,071 | $78.3M | 3.3% | $246.63 | -4.42% | 6 qtrssince 2018-Q4 | Increased 57 |
Ishares S&P 500 Growth Index F | 408,273 | $67.4M | 2.9% | $37.06 | +6.59% | 6 qtrssince 2018-Q4 | Increased 54 |
ISHARES TR | 563,397 | $54.2M | 2.3% | $90.60 | -6.41% | 6 qtrssince 2018-Q4 | Increased 54 |
Fidelity MSCI Information Tech | 722,109 | $45.3M | 1.9% | $50.21 | +19.46% | 6 qtrssince 2018-Q4 | Increased 49 |
ALTRIA GROUP INC | 1.1M | $44.2M | 1.9% | $29.47 | -20.32% | 6 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 241,364 | $38.1M | 1.6% | $117.00 | +27.53% | 6 qtrssince 2018-Q4 | Increased 51 |
ESSEX PPTY TR INC | 165,908 | $36.9M | 1.6% | $222.71 | -21.66% | 5 qtrssince 2019-Q1 | Increased 46 |
FIDELITY COVINGTON TRUST MSCI HLTH CARE I | 710,975 | $30.6M | 1.3% | $39.34 | +0.42% | 6 qtrssince 2018-Q4 | Increased 49 |
JOHNSON & JOHNSON | 191,490 | $25.1M | 1.1% | $114.70 | -4.36% | 6 qtrssince 2018-Q4 | Increased 46 |
FIDELITY COVINGTON TRUST | 753,211 | $22.1M | 0.9% | $31.26 | -17.22% | 6 qtrssince 2018-Q4 | Increased 43 |
AMAZON COM INC | 10,463 | $20.4M | 0.9% | $82.87 | +17.64% | 6 qtrssince 2018-Q4 | Increased 49 |
FIDELITY COVINGTON TRUST | 521,065 | $19.7M | 0.8% | $38.83 | -7.55% | 6 qtrssince 2018-Q4 | Increased 43 |
FIDELITY COVINGTON TRUST | 653,787 | $19M | 0.8% | $29.01 | -5.32% | 6 qtrssince 2018-Q4 | Increased 43 |
FIDELITY COVINGTON TRUST | 533,861 | $16.3M | 0.7% | $31.03 | -9.72% | 6 qtrssince 2018-Q4 | Increased 43 |
SELECT SECTOR SPDR TR | 241,193 | $13.1M | 0.6% | $51.07 | -10.24% | 5 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO | 117,088 | $12.9M | 0.5% | $97.29 | -4.82% | 6 qtrssince 2018-Q4 | Decreased 0 |
Lido Advisors, LLC manages $2.4B across 585 positions as of Q1 2020. Top holdings: SPY calls (23.5%), SPY puts (7.1%), BSCM (6.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 46 new positions, 117 exits, 229 increased. Top move: BSCM (INCREASED, conviction 95). Portfolio: $2.4B across 585 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