Lido Advisors, LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings1,380 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 5.8M | $3B | 17.8% | — | — | — | Increased — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 4.6M | $2.4B | 14.0% | — | — | — | Increased — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2.1M | $1.1B | 6.5% | $381.15 | +34.34% | 22 qtrssince 2018-Q4 | Increased 63 |
INVESCO | 45.8M | $946.7M | 5.6% | $18.39 | +3.54% | 11 qtrssince 2021-Q3 | Decreased 0 |
INVESCO | 35.5M | $750.8M | 4.4% | $19.26 | +5.66% | 20 qtrssince 2019-Q2 | Decreased 0 |
INVESCO EXCH TRD SLF IDX FD | 25.1M | $507.6M | 3.0% | $17.38 | +0.37% | 7 qtrssince 2022-Q3 | Increased 87 |
APPLE INC | 2.5M | $436.5M | 2.6% | $122.46 | +38.52% | 22 qtrssince 2018-Q4 | Increased 53 |
MICROSOFT CORP | 802,486 | $337.6M | 2.0% | $246.94 | +68.18% | 22 qtrssince 2018-Q4 | Increased 52 |
FIDELITY MSCI INFO TECH ETF | 1.8M | $280M | 1.6% | $90.56 | +70.60% | 22 qtrssince 2018-Q4 | Increased 51 |
NVIDIA CORP | 275,714 | $249.1M | 1.5% | $18.94 | +376.75% | 22 qtrssince 2018-Q4 | Decreased 0 |
ISHARES S&P 500 GROWTH ETF | 2.5M | $211.7M | 1.2% | $65.46 | +27.95% | 22 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY FINANCIALS ETF | 2.3M | $134.8M | 0.8% | $42.14 | +37.10% | 22 qtrssince 2018-Q4 | Increased 43 |
AMAZON.COM INC | 744,350 | $134.3M | 0.8% | $111.53 | +61.73% | 22 qtrssince 2018-Q4 | Increased 45 |
FIDELITY HEALTH CARE ETF | 1.9M | $129.3M | 0.8% | $52.26 | +30.05% | 22 qtrssince 2018-Q4 | Increased 46 |
ISHARES S&P 500/BARRA VALUE | 594,800 | $111.1M | 0.7% | $135.13 | +33.77% | 22 qtrssince 2018-Q4 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 203,737 | $107.1M | 0.6% | $400.50 | +28.27% | 22 qtrssince 2018-Q4 | Increased 44 |
VANGUARD S&P 500 ETF | 220,903 | $106.2M | 0.6% | $350.26 | +34.24% | 22 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY COVINGTON TRUST | 1.2M | $101.4M | 0.6% | $60.10 | +35.35% | 22 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY COVINGTON TRUST | 1.4M | $97.3M | 0.6% | $43.10 | +53.81% | 22 qtrssince 2018-Q4 | Increased 44 |
INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | 4.6M | $92.1M | 0.5% | $18.05 | +0.09% | 5 qtrssince 2023-Q1 | Increased 68 |
Lido Advisors, LLC manages $17B across 1380 positions as of Q1 2024. Top holdings: SPY (17.8%), SPY (14.0%), SPY (6.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 121 new positions, 76 exits, 563 increased. Top move: BSCQ (INCREASED, conviction 87). Portfolio: $17.0B across 1380 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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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