How many stocks does Lido Advisors, LLC own?

As of Q1 2023, Lido Advisors, LLC holds 1,158 positions in their 13F portfolio.

What is Lido Advisors, LLC's largest holding?

SPY calls at 16.4% of portfolio, worth $1.7B.

What is Lido Advisors, LLC's total portfolio value?

$10.3B as of Q1 2023, tracked across 1,158 holdings.

Is Lido Advisors, LLC a hedge fund?

Lido Advisors, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Lido Advisors, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Lido Advisors, LLC's portfolio changed in Q1 2023?

View Lido Advisors, LLC's latest portfolio changes, new positions, and exits for Q1 2023 on HoldingsIntel.

What is Lido Advisors, LLC's investment strategy?

Lido Advisors, LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

Lido Advisors, LLC

Institutional investor · Portfolio as of Q1 2023

Top Holdings1,158 positions

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Activity:

				Price Trend
SPY CALL STATE STR SPDR S&P 500 ETF T	4.1M	$1.7B	16.4%	—	—	—	—	Increased —
SPY PUT STATE STR SPDR S&P 500 ETF T	2.9M	$1.2B	11.7%	—	—	—	—	Increased —
BSCODelisted ETF INVESCO EXCH TRD SLF IDX FD	47M	$968.8M	9.4%	—	—	—	16 qtrssince 2019-Q2	Increased 63
SPY Unit STATE STR SPDR S&P 500 ETF T	1.8M	$722.6M	7.0%	—	$364.93	+7.41%	18 qtrssince 2018-Q4	Increased 72
AAPL Apple Inc.	2.2M	$362.6M	3.5%	—	$87.74	+84.93%	18 qtrssince 2018-Q4	Increased 63
BSCPDelisted ETF INVESCO BULLETSHARES 2025 CO	12.4M	$251.3M	2.4%	—	—	—	7 qtrssince 2021-Q3	Increased 85
BSCNDelisted ETF INVESCO BULLETSHARES 2023 CO	9.6M	$201.5M	2.0%	—	—	—	16 qtrssince 2019-Q2	Decreased 0
FTEC ETF FIDELITY COVINGTON TRUST	1.5M	$174.3M	1.7%	—	$81.85	+36.49%	18 qtrssince 2018-Q4	Increased 50
MSFT Microsoft Corporation	552,200	$159.2M	1.5%	—	$194.97	+43.87%	18 qtrssince 2018-Q4	Increased 48
AGG ETF ISHARES TR	1.1M	$111.8M	1.1%	—	$87.13	+0.07%	17 qtrssince 2019-Q1	Increased 76
FHLC ETF FIDELITY COVINGTON TRUST	1.5M	$92.9M	0.9%	—	$49.48	+18.13%	18 qtrssince 2018-Q4	Increased 45
IVW ETF ISHARES TR	1.4M	$91.5M	0.9%	—	$58.79	+6.52%	18 qtrssince 2018-Q4	Increased 44
AMZN Amazon.com, Inc.	824,120	$85.1M	0.8%	—	$120.58	-14.34%	18 qtrssince 2018-Q4	Increased 58
VOO ETF VANGUARD INDEX FDS	221,978	$83.5M	0.8%	—	$348.49	+3.09%	18 qtrssince 2018-Q4	Increased 68
NVDA NVIDIA Corporation	270,671	$75.2M	0.7%	—	$13.42	+106.33%	18 qtrssince 2018-Q4	Decreased 0
FNCL ETF FIDELITY COVINGTON TRUST	1.5M	$68.9M	0.7%	—	$38.59	+9.95%	18 qtrssince 2018-Q4	Increased 44
FDIS ETF FIDELITY COVINGTON TRUST	1M	$66.6M	0.6%	—	$56.71	+12.30%	18 qtrssince 2018-Q4	Increased 44
VEA ETF VANGUARD TAX-MANAGED FDS	1.4M	$64.4M	0.6%	—	$40.53	+0.31%	18 qtrssince 2018-Q4	Increased 67
FIDU ETF FIDELITY COVINGTON TRUST	1.2M	$62.1M	0.6%	—	$39.64	+27.55%	18 qtrssince 2018-Q4	Increased 44
AAPL PUT Apple Inc.	326,100	$53.8M	0.5%	—	—	—	—	Increased —

$10.3B

AUM

1,158

Positions

Q1 2023

Filing

HI rating · 3.5/5

Quarterly 13F Value Change

Reported 13F value ($B)

Reported 13F values and quarter-over-quarter reported value changes; not investment returns.
Quarter	Reported value in US dollars	Reported value change
2021-Q4	$9,178,841,000	28.2279096044%
2022-Q1	$8,972,438,000	-2.24868259511%
2022-Q2	$7,543,999,000	-15.9202994771%
2022-Q3	$7,958,411,000	5.49326689996%
2022-Q4	$8,200,047,173	3.03623641704%
2023-Q1	$10,279,687,848	25.3613257476%