Lido Advisors, LLC
Institutional investor · Portfolio as of Q2 2019
Top Holdings537 positions
State Street SPDR S&P 500 ETF | 1.4M | $405.6M | 23.2% | — | — | — | Increased — |
State Street SPDR S&P 500 ETF | 344,300 | $100.9M | 5.8% | — | — | — | Increased — |
State Street SPDR S&P 500 ETF | 212,423 | $62.5M | 3.6% | $233.60 | +12.97% | 3 qtrssince 2018-Q4 | Increased 58 |
ISHARES TR | 343,458 | $61.6M | 3.5% | $35.91 | +17.95% | 3 qtrssince 2018-Q4 | Increased 59 |
ISHARES TR | 523,823 | $61.1M | 3.5% | $88.99 | +13.03% | 3 qtrssince 2018-Q4 | Increased 60 |
ESSEX PPTY TR INC | 165,866 | $48.7M | 2.8% | $222.72 | +1.62% | 2 qtrssince 2019-Q1 | Increased 50 |
FIDELITY COVINGTON TRUST | 583,909 | $36.4M | 2.1% | $47.64 | +23.79% | 3 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY COVINGTON TRUST | 558,319 | $25.1M | 1.4% | $38.06 | +7.39% | 3 qtrssince 2018-Q4 | Increased 51 |
FIDELITY COVINGTON TRUST | 549,516 | $22M | 1.3% | $30.31 | +13.98% | 3 qtrssince 2018-Q4 | Increased 50 |
Microsoft Corporation | 160,527 | $21.5M | 1.2% | $102.20 | +22.84% | 3 qtrssince 2018-Q4 | Decreased 0 |
Apple Inc. | 106,520 | $21.1M | 1.2% | $38.91 | +21.57% | 3 qtrssince 2018-Q4 | Increased 48 |
SELECT SECTOR SPDR TR | 516,955 | $19M | 1.1% | $28.17 | +2.32% | 2 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 129,172 | $18M | 1.0% | $111.90 | +1.99% | 3 qtrssince 2018-Q4 | Decreased 0 |
SELECT SECTOR SPDR TR | 293,942 | $17.1M | 1.0% | $45.95 | +4.28% | 2 qtrssince 2019-Q1 | Decreased 0 |
SELECT SECTOR SPDR TR | 179,118 | $16.6M | 0.9% | $76.79 | +6.56% | 3 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY COVINGTON TRUST | 410,576 | $16.3M | 0.9% | $30.09 | +19.62% | 3 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY COVINGTON TRUST | 345,919 | $15.8M | 0.9% | $37.13 | +15.90% | 3 qtrssince 2018-Q4 | Increased 43 |
INVESCO EXCHANGE TRADED FD T | 467,305 | $15.4M | 0.9% | $25.18 | +19.05% | 3 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 233,902 | $15.4M | 0.9% | — | — | 3 qtrssince 2018-Q4 | Decreased 0 |
SELECT SECTOR SPDR TR | 244,194 | $14.6M | 0.8% | $20.83 | +14.42% | 3 qtrssince 2018-Q4 | Decreased 0 |
Lido Advisors, LLC manages $1.7B across 537 positions as of Q2 2019. Top holdings: SPY calls (23.2%), SPY puts (5.8%), SPY (3.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 61 new positions, 48 exits, 220 increased. Top move: IVE (INCREASED, conviction 60). Portfolio: $1.7B across 537 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
Verify source filings on SEC EDGAR