Lido Advisors, LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings1,211 positions
STATE STR SPDR S&P 500 ETF T | 5.7M | $2.5B | 18.0% | — | — | — | Increased — |
STATE STR SPDR S&P 500 ETF T | 5.3M | $2.3B | 16.6% | — | — | — | Increased — |
INVESCO EXCH TRD SLF IDX FD | 58.9M | $1.2B | 8.6% | — | — | 17 qtrssince 2019-Q2 | Increased 76 |
STATE STR SPDR S&P 500 ETF T | 1.9M | $852.9M | 6.1% | $369.97 | +15.14% | 19 qtrssince 2018-Q4 | Increased 67 |
INVESCO BULLETSHARES 2025 CO | 24.4M | $491.5M | 3.5% | — | — | 8 qtrssince 2021-Q3 | Increased 92 |
APPLE | 2.2M | $431.8M | 3.1% | $88.98 | +114.78% | 19 qtrssince 2018-Q4 | Increased 58 |
MICROSOFT | 594,063 | $202.3M | 1.4% | $204.63 | +62.27% | 19 qtrssince 2018-Q4 | Increased 52 |
FIDELITY COVINGTON TRUST | 1.5M | $197.5M | 1.4% | $81.85 | +56.74% | 19 qtrssince 2018-Q4 | Decreased 0 |
INVESCO BULLETSHARES 2023 CO | 8.9M | $189.1M | 1.3% | — | — | 17 qtrssince 2019-Q2 | Decreased 0 |
ISHARES TR | 1.8M | $129.6M | 0.9% | $61.10 | +13.32% | 19 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 792,047 | $127.7M | 0.9% | $131.16 | +15.85% | 19 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM | 885,842 | $115.5M | 0.8% | $121.26 | +7.50% | 19 qtrssince 2018-Q4 | Increased 46 |
NVIDIA | 271,469 | $114.8M | 0.8% | $13.50 | +212.28% | 19 qtrssince 2018-Q4 | Increased 42 |
<![CDATA[iShares by Blackrock]]> | 1.1M | $110.5M | 0.8% | $87.12 | -0.87% | 18 qtrssince 2019-Q1 | Increased 42 |
FIDELITY COVINGTON TRUST MSCI HLTH CARE I | 1.6M | $101M | 0.7% | $50.07 | +20.31% | 19 qtrssince 2018-Q4 | Increased 45 |
VANGUARD INDEX FDS | 225,438 | $91.8M | 0.7% | $349.13 | +11.87% | 19 qtrssince 2018-Q4 | Increased 43 |
FIDELITY COVINGTON TRUST | 1.9M | $88.5M | 0.6% | $39.71 | +12.17% | 19 qtrssince 2018-Q4 | Increased 51 |
APPLE | 436,000 | $84.6M | 0.6% | — | — | — | Increased — |
VANGUARD TAX-MANAGED FDS | 1.7M | $78.1M | 0.6% | $40.76 | +2.93% | 19 qtrssince 2018-Q4 | Increased 49 |
FIDELITY COVINGTON TRUST | 1M | $76.8M | 0.5% | $57.13 | +25.08% | 19 qtrssince 2018-Q4 | Increased 43 |
Lido Advisors, LLC manages $14B across 1211 positions as of Q2 2023. Top holdings: SPY calls (18.0%), SPY puts (16.6%), BSCO (8.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 142 new positions, 97 exits, 491 increased. Top move: BSCP (INCREASED, conviction 92). Portfolio: $14.0B across 1211 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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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