Lido Advisors, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings1,653 positions
State Street Spdr S&p 500 Etf Trust TR UNIT | 5.8M | $3.2B | 12.5% | — | — | — | Increased — |
State Street Spdr S&p 500 Etf Trust TR UNIT | 4.5M | $2.5B | 9.8% | — | — | — | Increased — |
State Street Spdr S&p 500 Etf Trust TR UNIT | 3M | $1.9B | 7.3% | $497.91 | +22.43% | 27 qtrssince 2018-Q4 | Decreased 0 |
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | 62M | $1.2B | 4.7% | $17.73 | +5.30% | 12 qtrssince 2022-Q3 | Decreased 0 |
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | 49.6M | $973.8M | 3.8% | $18.59 | +0.90% | 12 qtrssince 2022-Q3 | Increased 87 |
Apple Inc. | 3.9M | $796.9M | 3.1% | $142.68 | +43.11% | 27 qtrssince 2018-Q4 | Increased 62 |
NVIDIA Corp. | 4.6M | $731.4M | 2.8% | $59.54 | +164.69% | 27 qtrssince 2018-Q4 | Increased 59 |
Microsoft Corp. | 1.5M | $721.7M | 2.8% | $324.94 | +51.58% | 27 qtrssince 2018-Q4 | Increased 61 |
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 2.1M | $412.7M | 1.6% | $102.34 | +91.66% | 27 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 3.4M | $376.3M | 1.5% | $78.50 | +39.56% | 27 qtrssince 2018-Q4 | Increased 52 |
ISHARES S&P 500 VALUE ETF | 1.6M | $320.1M | 1.2% | $167.68 | +14.18% | 27 qtrssince 2018-Q4 | Decreased 0 |
Amazon.com, Inc. | 1.4M | $317.6M | 1.2% | $163.24 | +34.40% | 27 qtrssince 2018-Q4 | Increased 57 |
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 1.9M | $256.1M | 1.0% | $119.93 | +11.06% | 27 qtrssince 2018-Q4 | Increased 43 |
iShares Trust CORE S&P500 ETF | 409,878 | $254.5M | 1.0% | $499.50 | +22.48% | 27 qtrssince 2018-Q4 | Decreased 0 |
Invesco QQQ Trust, Series 1 UNIT SER 1 | 342,111 | $188.9M | 0.7% | $439.82 | +24.31% | 27 qtrssince 2018-Q4 | Increased 48 |
FIDELITY MSCI FINANCIALS INDEX ETF | 2.5M | $185.7M | 0.7% | $44.63 | +62.46% | 27 qtrssince 2018-Q4 | Decreased 0 |
Broadcom Inc | 641,910 | $176.9M | 0.7% | $126.73 | +115.53% | 27 qtrssince 2018-Q4 | Increased 47 |
Meta Platforms Inc | 228,329 | $168.5M | 0.7% | $425.85 | +72.62% | 27 qtrssince 2018-Q4 | Increased 44 |
Vanguard Index Funds S&P 500 ETF SHS | 267,940 | $152.6M | 0.6% | $407.60 | +37.38% | 27 qtrssince 2018-Q4 | Increased 52 |
Alphabet Inc. | 835,221 | $147.2M | 0.6% | $130.53 | +34.54% | 27 qtrssince 2018-Q4 | Increased 48 |
Lido Advisors, LLC manages $25.7B across 1653 positions as of Q2 2025. Top holdings: SPY calls (12.5%), SPY puts (9.8%), SPY (7.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 189 new positions, 106 exits, 672 increased. Top move: BSCR (INCREASED, conviction 87). Portfolio: $25.7B across 1653 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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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