Lido Advisors, LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings981 positions
State Street Spdr S&p 500 Etf Trust TR UNIT | 5.1M | $2.3B | 25.8% | — | — | — | Decreased — |
State Street Spdr S&p 500 Etf Trust TR UNIT | 2.5M | $1.1B | 12.6% | — | — | — | Increased — |
State Street Spdr S&p 500 Etf Trust TR UNIT | 1.5M | $667.4M | 7.4% | $361.85 | +17.51% | 14 qtrssince 2018-Q4 | Increased 68 |
Apple Inc. | 1.9M | $337.2M | 3.8% | $76.15 | +124.26% | 14 qtrssince 2018-Q4 | Decreased 0 |
INVESCO | 12.6M | $266.2M | 3.0% | $19.43 | -0.26% | 12 qtrssince 2019-Q2 | Increased 85 |
INVESCO | 10.6M | $223.8M | 2.5% | $20.42 | -1.59% | 12 qtrssince 2019-Q2 | Decreased 0 |
ISHARES S&P 500 VALUE ETF | 1.2M | $183.5M | 2.0% | $130.59 | +9.66% | 14 qtrssince 2018-Q4 | Increased 84 |
INVESCO | 8.3M | $177M | 2.0% | $21.41 | -0.72% | 13 qtrssince 2019-Q1 | Decreased 0 |
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 1.3M | $165.1M | 1.8% | $78.98 | +51.41% | 14 qtrssince 2018-Q4 | Increased 48 |
Microsoft Corp. | 491,518 | $151.5M | 1.7% | $189.69 | +56.60% | 14 qtrssince 2018-Q4 | Increased 51 |
Amazon.com, Inc. | 28,135 | $91.7M | 1.0% | $132.15 | +23.34% | 14 qtrssince 2018-Q4 | Increased 49 |
FIDELITY MSCI HEALTH CARE INDEX ETF | 1.3M | $86.7M | 1.0% | $48.16 | +28.29% | 14 qtrssince 2018-Q4 | Increased 44 |
Fidelity Covington Trust MSCI CONSM DIS | 1M | $80.4M | 0.9% | $56.45 | +34.92% | 14 qtrssince 2018-Q4 | Increased 47 |
ISHARES TR | 972,966 | $74.3M | 0.8% | $59.56 | +24.52% | 14 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY MSCI FINANCIALS INDEX ETF | 1.3M | $71.9M | 0.8% | $38.08 | +30.60% | 14 qtrssince 2018-Q4 | Increased 45 |
ESSEX PPTY TR INC | 167,343 | $57.8M | 0.6% | $222.14 | +30.97% | 13 qtrssince 2019-Q1 | Increased 42 |
Fidelity Covington Trust MSCI INDL INDX | 1.1M | $57.8M | 0.6% | $38.99 | +29.85% | 14 qtrssince 2018-Q4 | Increased 43 |
FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | 1.2M | $56.3M | 0.6% | $38.00 | +14.65% | 14 qtrssince 2018-Q4 | Increased 46 |
NVIDIA Corp. | 205,686 | $56.1M | 0.6% | $13.07 | +107.95% | 14 qtrssince 2018-Q4 | Increased 42 |
ALTRIA GROUP INC | 1M | $54.2M | 0.6% | $29.64 | +24.45% | 14 qtrssince 2018-Q4 | Decreased 0 |
Lido Advisors, LLC manages $9B across 981 positions as of Q1 2022. Top holdings: SPY puts (25.8%), SPY calls (12.6%), SPY (7.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 116 new positions, 119 exits, 424 increased. Top move: BSCO (INCREASED, conviction 85). Portfolio: $9.0B across 981 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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