Lido Advisors, LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings1,413 positions
STATE STR SPDR S&P 500 ETF T | 5.9M | $3.2B | 17.8% | — | — | — | Increased — |
STATE STR SPDR S&P 500 ETF T | 3.9M | $2.1B | 11.9% | — | — | — | Decreased — |
STATE STR SPDR S&P 500 ETF T | 2.1M | $1.1B | 6.2% | $378.72 | +40.03% | 23 qtrssince 2018-Q4 | Decreased 0 |
INVESCO BULLETSHARES 2025 CO | 48.1M | $984M | 5.5% | — | — | 12 qtrssince 2021-Q3 | Increased 65 |
INVESCO EXCH TRD SLF IDX FD | 38.5M | $738.4M | 4.1% | $17.28 | +0.78% | 8 qtrssince 2022-Q3 | Increased 82 |
INVESCO EXCH TRD SLF IDX FD | 31.5M | $663.9M | 3.7% | — | — | 21 qtrssince 2019-Q2 | Decreased 0 |
APPLE | 2.8M | $584M | 3.3% | $109.08 | +91.27% | 23 qtrssince 2018-Q4 | Increased 63 |
MICROSOFT | 891,125 | $398.3M | 2.2% | $264.38 | +66.13% | 23 qtrssince 2018-Q4 | Increased 59 |
NVIDIA | 3M | $368.3M | 2.1% | $24.42 | +404.53% | 23 qtrssince 2018-Q4 | Increased 86 |
FIDELITY COVINGTON TRUST | 1.9M | $318.1M | 1.8% | $92.80 | +82.89% | 23 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 2.6M | $238.5M | 1.3% | $63.80 | +43.60% | 23 qtrssince 2018-Q4 | Increased 50 |
AMAZON.COM | 819,486 | $158.4M | 0.9% | $130.56 | +48.02% | 23 qtrssince 2018-Q4 | Increased 47 |
FIDELITY COVINGTON TRUST | 2.4M | $136.5M | 0.8% | $42.05 | +32.75% | 23 qtrssince 2018-Q4 | Increased 44 |
FIDELITY COVINGTON TRUST MSCI HLTH CARE I | 1.9M | $133.1M | 0.7% | $52.53 | +26.38% | 23 qtrssince 2018-Q4 | Increased 45 |
ISHARES TR | 214,644 | $117.5M | 0.7% | $406.37 | +30.89% | 23 qtrssince 2018-Q4 | Increased 45 |
ISHARES TR | 624,680 | $113.7M | 0.6% | $134.72 | +29.82% | 23 qtrssince 2018-Q4 | Increased 45 |
VANGUARD INDEX FDS | 219,934 | $110.4M | 0.6% | $351.29 | +38.56% | 23 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY COVINGTON TRUST | 1.3M | $104.2M | 0.6% | $60.52 | +31.50% | 23 qtrssince 2018-Q4 | Increased 44 |
INVESCO EXCH TRD SLF IDX FD | 5.1M | $102.7M | 0.6% | $17.86 | +0.60% | 6 qtrssince 2023-Q1 | Increased 47 |
FIDELITY COVINGTON TRUST | 1.5M | $97.3M | 0.5% | $43.54 | +46.14% | 23 qtrssince 2018-Q4 | Increased 44 |
Lido Advisors, LLC manages $18B across 1413 positions as of Q2 2024. Top holdings: SPY calls (17.8%), SPY puts (11.9%), SPY (6.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
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
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