Lido Advisors, LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings1,413 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 5.9M | $3.2B | 17.8% | — | — | — | Increased — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 3.9M | $2.1B | 11.9% | — | — | — | Decreased — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2.1M | $1.1B | 6.2% | $381.15 | +40.22% | 23 qtrssince 2018-Q4 | Decreased 0 |
INVESCO | 48.1M | $984M | 5.5% | $18.43 | +4.44% | 12 qtrssince 2021-Q3 | Increased 65 |
INVESCO EXCH TRD SLF IDX FD | 38.5M | $738.4M | 4.1% | $17.45 | +0.78% | 8 qtrssince 2022-Q3 | Increased 82 |
INVESCO | 31.5M | $663.9M | 3.7% | $19.26 | +7.12% | 21 qtrssince 2019-Q2 | Decreased 0 |
APPLE INC | 2.8M | $584M | 3.3% | $129.53 | +61.07% | 23 qtrssince 2018-Q4 | Increased 63 |
MICROSOFT CORP | 891,125 | $398.3M | 2.2% | $266.34 | +65.95% | 23 qtrssince 2018-Q4 | Increased 59 |
NVIDIA CORP | 3M | $368.3M | 2.1% | $113.82 | +8.50% | 23 qtrssince 2018-Q4 | Increased 86 |
FIDELITY MSCI INFO TECH ETF | 1.9M | $318.1M | 1.8% | $93.06 | +82.96% | 23 qtrssince 2018-Q4 | Increased 50 |
ISHARES S&P 500 GROWTH ETF | 2.6M | $238.5M | 1.3% | $66.19 | +38.81% | 23 qtrssince 2018-Q4 | Increased 50 |
AMAZON.COM INC | 819,486 | $158.4M | 0.9% | $119.02 | +62.36% | 23 qtrssince 2018-Q4 | Increased 47 |
FIDELITY FINANCIALS ETF | 2.4M | $136.5M | 0.8% | $42.68 | +32.62% | 23 qtrssince 2018-Q4 | Increased 44 |
FIDELITY HEALTH CARE ETF | 1.9M | $133.1M | 0.7% | $52.92 | +26.72% | 23 qtrssince 2018-Q4 | Increased 45 |
ISHARES CORE S&P 500 ETF | 214,644 | $117.5M | 0.7% | $407.40 | +31.64% | 23 qtrssince 2018-Q4 | Increased 45 |
ISHARES S&P 500/BARRA VALUE | 624,680 | $113.7M | 0.6% | $137.13 | +29.03% | 23 qtrssince 2018-Q4 | Increased 45 |
VANGUARD S&P 500 ETF | 219,934 | $110.4M | 0.6% | $350.26 | +40.17% | 23 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY COVINGTON TRUST | 1.3M | $104.2M | 0.6% | $60.98 | +31.30% | 23 qtrssince 2018-Q4 | Increased 44 |
INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | 5.1M | $102.7M | 0.6% | $18.06 | +0.60% | 6 qtrssince 2023-Q1 | Increased 47 |
FIDELITY COVINGTON TRUST | 1.5M | $97.3M | 0.5% | $43.86 | +46.13% | 23 qtrssince 2018-Q4 | Increased 44 |
Lido Advisors, LLC manages $18B across 1413 positions as of Q2 2024. Top holdings: SPY (17.8%), SPY (11.9%), SPY (6.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 82 new positions, 72 exits, 612 increased. Top move: NVDA (INCREASED, conviction 86). Portfolio: $18.0B across 1413 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