Lido Advisors, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings1,509 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 4.6M | $2.5B | 11.4% | — | — | — | Decreased — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 4M | $2.2B | 10.1% | — | — | — | Decreased — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 6.4M | $1.6B | 7.1% | $499.66 | +10.25% | 26 qtrssince 2018-Q4 | Increased 100 |
INVESCO EXCH TRD SLF IDX FD | 63.1M | $1.2B | 5.5% | $17.73 | +4.00% | 11 qtrssince 2022-Q3 | Increased 62 |
INVESCO | 40.3M | $832.7M | 3.7% | $18.49 | +8.54% | 15 qtrssince 2021-Q3 | Decreased 0 |
APPLE INC | 3.6M | $808.1M | 3.6% | $154.10 | +43.26% | 26 qtrssince 2018-Q4 | Increased 65 |
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | 29.1M | $570.9M | 2.6% | $18.48 | +0.15% | 11 qtrssince 2022-Q3 | Increased 87 |
MICROSOFT CORP | 1.3M | $488.1M | 2.2% | $308.27 | +22.23% | 26 qtrssince 2018-Q4 | Increased 63 |
NVIDIA CORP | 4.2M | $459.4M | 2.1% | $113.75 | -3.60% | 26 qtrssince 2018-Q4 | Increased 66 |
FIDELITY MSCI INFO TECH ETF | 2M | $327M | 1.5% | $99.65 | +61.51% | 26 qtrssince 2018-Q4 | Increased 51 |
ISHARES S&P 500/BARRA VALUE | 1.7M | $319.6M | 1.4% | $169.47 | +9.95% | 26 qtrssince 2018-Q4 | Increased 57 |
ISHARES S&P 500 GROWTH ETF | 3.2M | $298.2M | 1.3% | $78.44 | +17.59% | 26 qtrssince 2018-Q4 | Increased 50 |
AMAZON.COM INC | 1.2M | $236.3M | 1.1% | $147.05 | +31.05% | 26 qtrssince 2018-Q4 | Increased 57 |
ISHARES CORE S&P 500 ETF | 418,363 | $235.1M | 1.1% | $503.81 | +9.71% | 26 qtrssince 2018-Q4 | Decreased 0 |
ISHARES CORE S&P TOTAL U.S. | 1.9M | $230.1M | 1.0% | $121.12 | -0.69% | 26 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY FINANCIALS ETF | 2.5M | $175.7M | 0.8% | $45.22 | +50.31% | 26 qtrssince 2018-Q4 | Increased 47 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 304,981 | $143.2M | 0.6% | $426.80 | +9.48% | 26 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 222,345 | $128.2M | 0.6% | $416.35 | +38.21% | 26 qtrssince 2018-Q4 | Increased 49 |
FIDELITY COVINGTON TRUST | 1.5M | $126.2M | 0.6% | $64.58 | +30.28% | 26 qtrssince 2018-Q4 | Increased 46 |
FIDELITY HEALTH CARE ETF | 1.8M | $124.8M | 0.6% | $53.49 | +25.19% | 26 qtrssince 2018-Q4 | Increased 42 |
Lido Advisors, LLC manages $22.2B across 1509 positions as of Q1 2025. Top holdings: SPY (11.4%), SPY (10.1%), SPY (7.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 124 new positions, 84 exits, 673 increased. Top move: SPY (INCREASED, conviction 100). Portfolio: $22.2B across 1509 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