Lido Advisors, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings1,509 positions
State Street SPDR S&P 500 ETF | 4.6M | $2.5B | 11.4% | — | — | — | Decreased — |
State Street SPDR S&P 500 ETF | 4M | $2.2B | 10.1% | — | — | — | Decreased — |
State Street SPDR S&P 500 ETF | 6.4M | $1.6B | 7.1% | $497.91 | +10.52% | 26 qtrssince 2018-Q4 | Increased 100 |
INVESCO EXCH TRD SLF IDX FD | 63.1M | $1.2B | 5.5% | $17.56 | +4.00% | 11 qtrssince 2022-Q3 | Increased 62 |
INVESCO BULLETSHARES 2025 CO | 40.3M | $832.7M | 3.7% | — | — | 15 qtrssince 2021-Q3 | Decreased 0 |
Apple Inc. | 3.6M | $808.1M | 3.6% | $138.52 | +59.38% | 26 qtrssince 2018-Q4 | Increased 65 |
INVESCO EXCH TRD SLF IDX FD | 29.1M | $570.9M | 2.6% | $18.28 | +0.15% | 11 qtrssince 2022-Q3 | Increased 87 |
Microsoft Corporation | 1.3M | $488.1M | 2.2% | $305.50 | +21.45% | 26 qtrssince 2018-Q4 | Increased 63 |
NVIDIA Corporation | 4.2M | $459.4M | 2.1% | $50.51 | +114.05% | 26 qtrssince 2018-Q4 | Increased 66 |
FIDELITY COVINGTON TRUST | 2M | $327M | 1.5% | $99.34 | +61.25% | 26 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 1.7M | $319.6M | 1.4% | $167.68 | +10.88% | 26 qtrssince 2018-Q4 | Increased 57 |
ISHARES TR | 3.2M | $298.2M | 1.3% | $76.52 | +20.58% | 26 qtrssince 2018-Q4 | Increased 50 |
Amazon.com, Inc. | 1.2M | $236.3M | 1.1% | $153.94 | +23.59% | 26 qtrssince 2018-Q4 | Increased 57 |
iShares Core S&P 500 ETF | 418,363 | $235.1M | 1.1% | $499.50 | +10.50% | 26 qtrssince 2018-Q4 | Decreased 0 |
iShares Core S&P Total U.S. Stock Market ETF | 1.9M | $230.1M | 1.0% | $119.86 | +0.11% | 26 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY COVINGTON TRUST | 2.5M | $175.7M | 0.8% | $44.63 | +51.94% | 26 qtrssince 2018-Q4 | Increased 47 |
Invesco QQQ Trust Series I | 304,981 | $143.2M | 0.6% | $426.00 | +9.31% | 26 qtrssince 2018-Q4 | Decreased 0 |
Meta Platforms Inc | 222,345 | $128.2M | 0.6% | $417.52 | +37.38% | 26 qtrssince 2018-Q4 | Increased 49 |
FIDELITY COVINGTON TRUST | 1.5M | $126.2M | 0.6% | $64.07 | +30.37% | 26 qtrssince 2018-Q4 | Increased 46 |
FIDELITY COVINGTON TRUST | 1.8M | $124.8M | 0.6% | $53.09 | +25.92% | 26 qtrssince 2018-Q4 | Increased 42 |
Lido Advisors, LLC manages $22.2B across 1509 positions as of Q1 2025. Top holdings: SPY calls (11.4%), SPY puts (10.1%), SPY (7.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
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
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