Lido Advisors, LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings923 positions
STATE STR SPDR S&P 500 ETF T | 3.8M | $1.5B | 19.2% | — | — | — | Decreased — |
STATE STR SPDR S&P 500 ETF T | 3.1M | $1.2B | 15.4% | — | — | — | Increased — |
INVESCO EXCH TRD SLF IDX FD | 32.5M | $674.7M | 8.9% | — | — | 13 qtrssince 2019-Q2 | Increased 99 |
STATE STR SPDR S&P 500 ETF T | 1.3M | $476.9M | 6.3% | $361.85 | -1.42% | 15 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 1.9M | $256.1M | 3.4% | $76.15 | +75.85% | 15 qtrssince 2018-Q4 | Decreased 0 |
INVESCO BULLETSHARES 2023 CO | 9.9M | $208.3M | 2.8% | — | — | 13 qtrssince 2019-Q2 | Decreased 0 |
ISHARES TR | 1.1M | $157.5M | 2.1% | $130.59 | -2.82% | 15 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY COVINGTON TRUST | 1.5M | $143.1M | 1.9% | $80.41 | +16.86% | 15 qtrssince 2018-Q4 | Increased 53 |
MICROSOFT CORP | 486,314 | $124.9M | 1.7% | $189.69 | +30.75% | 15 qtrssince 2018-Q4 | Decreased 0 |
INVESCO BULLETSHARES 2022 CO | 4.9M | $104.6M | 1.4% | $21.41 | -1.04% | 14 qtrssince 2019-Q1 | Decreased 0 |
FIDELITY COVINGTON TRUST | 1.3M | $78.9M | 1.0% | $48.16 | +18.54% | 15 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY COVINGTON TRUST | 1.4M | $62.2M | 0.8% | $38.23 | +7.91% | 15 qtrssince 2018-Q4 | Increased 44 |
ISHARES TR | 959,477 | $57.9M | 0.8% | $59.56 | -1.46% | 15 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 538,908 | $57.2M | 0.8% | $132.15 | -19.63% | 15 qtrssince 2018-Q4 | Increased 67 |
FIDELITY COVINGTON TRUST | 971,551 | $57.2M | 0.8% | $56.45 | +0.72% | 15 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY COVINGTON TRUST | 1.1M | $48.7M | 0.6% | $39.01 | +9.51% | 15 qtrssince 2018-Q4 | Increased 41 |
ESSEX PPTY TR INC | 168,733 | $44.1M | 0.6% | $222.14 | -0.03% | 14 qtrssince 2019-Q1 | Increased 41 |
ALTRIA GROUP INC | 1M | $43.9M | 0.6% | $29.65 | +1.41% | 15 qtrssince 2018-Q4 | Increased 42 |
MICROSOFT CORP | 169,900 | $43.6M | 0.6% | — | — | — | Increased — |
FIDELITY COVINGTON TRUST | 1.2M | $41.6M | 0.6% | $38.00 | -10.03% | 15 qtrssince 2018-Q4 | Decreased 0 |
Lido Advisors, LLC manages $7.5B across 923 positions as of Q2 2022. Top holdings: SPY puts (19.2%), SPY calls (15.4%), BSCO (8.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 107 new positions, 164 exits, 334 increased. Top move: BSCO (INCREASED, conviction 99). Portfolio: $7.5B across 923 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Famous Investors' Portfolios
What the most-followed managers hold, and what they bought and sold each quarter.
- Warren Buffett (Chairman Emeritus)Berkshire Hathaway
- Leopold AschenbrennerSituational Awareness
- Michael BurryScion Asset Management
- Cathie WoodARK Invest
- Bill AckmanPershing Square
- Stanley DruckenmillerDuquesne Family Office
- David TepperAppaloosa
- Ray Dalio (Founder)Bridgewater Associates
- Li LuHimalaya Capital
- Carl IcahnCarl C. Icahn
- Brad GerstnerAltimeter Capital
- Seth KlarmanThe Baupost Group
- Howard Marks (Co‑founder)Oaktree Capital Management
- Ken GriffinCitadel
- Paul Tudor JonesTudor Investment Corp
- George Soros (Founder)Soros Fund Management
- Steve CohenPoint72
- Terry SmithFundsmith
- Ken Fisher (Founder)Fisher Investments
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR