Lido Advisors, LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings1,158 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 4.1M | $1.7B | 16.4% | — | — | — | Increased — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2.9M | $1.2B | 11.7% | — | — | — | Increased — |
INVESCO | 47M | $968.8M | 9.4% | $19.20 | +0.96% | 16 qtrssince 2019-Q2 | Increased 63 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.8M | $722.6M | 7.0% | $367.61 | +5.97% | 18 qtrssince 2018-Q4 | Increased 72 |
APPLE INC | 2.2M | $362.6M | 3.5% | $113.53 | +42.92% | 18 qtrssince 2018-Q4 | Increased 63 |
INVESCO | 12.4M | $251.3M | 2.4% | $18.15 | +0.18% | 7 qtrssince 2021-Q3 | Increased 85 |
INVESCO | 9.6M | $201.5M | 2.0% | $20.39 | +0.14% | 16 qtrssince 2019-Q2 | Decreased 0 |
FIDELITY MSCI INFO TECH ETF | 1.5M | $174.3M | 1.7% | $82.06 | +34.37% | 18 qtrssince 2018-Q4 | Increased 50 |
MICROSOFT CORP | 552,200 | $159.2M | 1.5% | $197.07 | +41.12% | 18 qtrssince 2018-Q4 | Increased 48 |
ISHARES TR | 1.1M | $111.8M | 1.1% | $87.74 | +0.07% | 17 qtrssince 2019-Q1 | Increased 76 |
FIDELITY HEALTH CARE ETF | 1.5M | $92.9M | 0.9% | $49.83 | +17.14% | 18 qtrssince 2018-Q4 | Increased 45 |
ISHARES S&P 500 GROWTH ETF | 1.4M | $91.5M | 0.9% | $63.25 | -2.15% | 18 qtrssince 2018-Q4 | Increased 44 |
AMAZON.COM INC | 824,120 | $85.1M | 0.8% | $106.39 | -4.13% | 18 qtrssince 2018-Q4 | Increased 58 |
VANGUARD S&P 500 ETF | 221,978 | $83.5M | 0.8% | $347.32 | +2.89% | 18 qtrssince 2018-Q4 | Increased 68 |
NVIDIA CORP | 270,671 | $75.2M | 0.7% | $16.21 | +68.78% | 18 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY FINANCIALS ETF | 1.5M | $68.9M | 0.7% | $39.26 | +8.27% | 18 qtrssince 2018-Q4 | Increased 44 |
FIDELITY COVINGTON TRUST | 1M | $66.6M | 0.6% | $57.20 | +9.18% | 18 qtrssince 2018-Q4 | Increased 44 |
VANGUARD FTSE DEVELOPED ETF | 1.4M | $64.4M | 0.6% | $40.74 | +0.26% | 18 qtrssince 2018-Q4 | Increased 67 |
FIDELITY COVINGTON TRUST | 1.2M | $62.1M | 0.6% | $39.98 | +25.70% | 18 qtrssince 2018-Q4 | Increased 44 |
APPLE INC | 326,100 | $53.8M | 0.5% | — | — | — | Increased — |
Lido Advisors, LLC manages $10.3B across 1158 positions as of Q1 2023. Top holdings: SPY (16.4%), SPY (11.7%), BSCO (9.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 231 new positions, 87 exits, 499 increased. Top move: BSCP (INCREASED, conviction 85). Portfolio: $10.3B across 1158 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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