Lido Advisors, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings1,653 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 5.8M | $3.2B | 12.5% | — | — | — | Increased — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 4.5M | $2.5B | 9.8% | — | — | — | Increased — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 3M | $1.9B | 7.3% | $499.66 | +22.36% | 27 qtrssince 2018-Q4 | Decreased 0 |
INVESCO EXCH TRD SLF IDX FD | 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% | $157.28 | +29.82% | 27 qtrssince 2018-Q4 | Increased 62 |
NVIDIA CORP | 4.6M | $731.4M | 2.8% | $117.46 | +34.29% | 27 qtrssince 2018-Q4 | Increased 59 |
MICROSOFT CORP | 1.5M | $721.7M | 2.8% | $327.59 | +50.86% | 27 qtrssince 2018-Q4 | Increased 61 |
FIDELITY MSCI INFO TECH ETF | 2.1M | $412.7M | 1.6% | $102.60 | +89.93% | 27 qtrssince 2018-Q4 | Increased 51 |
ISHARES S&P 500 GROWTH ETF | 3.4M | $376.3M | 1.5% | $80.29 | +36.07% | 27 qtrssince 2018-Q4 | Increased 52 |
ISHARES S&P 500/BARRA VALUE | 1.6M | $320.1M | 1.2% | $169.47 | +13.66% | 27 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 1.4M | $317.6M | 1.2% | $157.89 | +41.43% | 27 qtrssince 2018-Q4 | Increased 57 |
ISHARES CORE S&P TOTAL U.S. | 1.9M | $256.1M | 1.0% | $121.19 | +10.17% | 27 qtrssince 2018-Q4 | Increased 43 |
ISHARES CORE S&P 500 ETF | 409,878 | $254.5M | 1.0% | $503.81 | +21.76% | 27 qtrssince 2018-Q4 | Decreased 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 342,111 | $188.9M | 0.7% | $439.82 | +24.31% | 27 qtrssince 2018-Q4 | Increased 48 |
FIDELITY FINANCIALS ETF | 2.5M | $185.7M | 0.7% | $45.22 | +61.08% | 27 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 641,910 | $176.9M | 0.7% | $176.48 | +52.08% | 27 qtrssince 2018-Q4 | Increased 47 |
META PLATFORMS INC-CLASS A | 228,329 | $168.5M | 0.7% | $424.63 | +72.51% | 27 qtrssince 2018-Q4 | Increased 44 |
VANGUARD S&P 500 ETF | 267,940 | $152.6M | 0.6% | $407.77 | +37.82% | 27 qtrssince 2018-Q4 | Increased 52 |
ALPHABET INC-CL A | 835,221 | $147.2M | 0.6% | $131.11 | +35.95% | 27 qtrssince 2018-Q4 | Increased 48 |
Lido Advisors, LLC manages $25.7B across 1653 positions as of Q2 2025. Top holdings: SPY (12.5%), SPY (9.8%), SPY (7.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 188 new positions, 105 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
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