Lido Advisors, LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings1,380 positions
State Street SPDR S&P 500 ETF | 5.8M | $3B | 17.8% | — | — | — | Increased — |
State Street SPDR S&P 500 ETF | 4.6M | $2.4B | 14.0% | — | — | — | Increased — |
State Street SPDR S&P 500 ETF | 2.1M | $1.1B | 6.5% | $378.72 | +34.16% | 22 qtrssince 2018-Q4 | Increased 63 |
INVESCO BULLETSHARES 2025 CO | 45.8M | $946.7M | 5.6% | — | — | 11 qtrssince 2021-Q3 | Decreased 0 |
INVESCO EXCH TRD SLF IDX FD | 35.5M | $750.8M | 4.4% | — | — | 20 qtrssince 2019-Q2 | Decreased 0 |
INVESCO EXCH TRD SLF IDX FD | 25.1M | $507.6M | 3.0% | $17.21 | +0.37% | 7 qtrssince 2022-Q3 | Increased 87 |
Apple Inc. | 2.5M | $436.5M | 2.6% | $100.18 | +69.32% | 22 qtrssince 2018-Q4 | Increased 53 |
Microsoft Corporation | 802,486 | $337.6M | 2.0% | $245.07 | +68.40% | 22 qtrssince 2018-Q4 | Increased 52 |
FIDELITY COVINGTON TRUST | 1.8M | $280M | 1.6% | $90.31 | +70.52% | 22 qtrssince 2018-Q4 | Increased 51 |
NVIDIA Corporation | 275,714 | $249.1M | 1.5% | $16.40 | +449.41% | 22 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 2.5M | $211.7M | 1.2% | $63.02 | +32.55% | 22 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY COVINGTON TRUST | 2.3M | $134.8M | 0.8% | $41.53 | +37.23% | 22 qtrssince 2018-Q4 | Increased 43 |
Amazon.com, Inc. | 744,350 | $134.3M | 0.8% | $124.23 | +45.20% | 22 qtrssince 2018-Q4 | Increased 45 |
FIDELITY COVINGTON TRUST | 1.9M | $129.3M | 0.8% | $51.88 | +29.69% | 22 qtrssince 2018-Q4 | Increased 46 |
ISHARES TR | 594,800 | $111.1M | 0.7% | $132.70 | +34.65% | 22 qtrssince 2018-Q4 | Decreased 0 |
iShares Core S&P 500 ETF | 203,737 | $107.1M | 0.6% | $399.65 | +27.48% | 22 qtrssince 2018-Q4 | Increased 44 |
Vanguard S&P 500 ETF | 220,903 | $106.2M | 0.6% | $351.29 | +32.70% | 22 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY COVINGTON TRUST | 1.2M | $101.4M | 0.6% | $59.64 | +35.58% | 22 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY COVINGTON TRUST | 1.4M | $97.3M | 0.6% | $42.78 | +53.80% | 22 qtrssince 2018-Q4 | Increased 44 |
INVESCO EXCH TRD SLF IDX FD | 4.6M | $92.1M | 0.5% | $17.85 | +0.09% | 5 qtrssince 2023-Q1 | Increased 68 |
Lido Advisors, LLC manages $17B across 1380 positions as of Q1 2024. Top holdings: SPY calls (17.8%), SPY puts (14.0%), SPY (6.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 122 new positions, 77 exits, 562 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
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