Lido Advisors, LLC
Institutional investor · Portfolio as of Q3 2019
Top Holdings575 positions
STATE STR SPDR S&P 500 ETF T | 1.6M | $478.9M | 24.2% | — | — | — | Increased — |
STATE STR SPDR S&P 500 ETF T | 422,100 | $125.3M | 6.3% | — | — | — | Increased — |
STATE STR SPDR S&P 500 ETF T | 240,376 | $71.7M | 3.6% | $237.66 | +12.99% | 4 qtrssince 2018-Q4 | Increased 61 |
Ishares S&P 500 Growth Index F | 353,736 | $63.7M | 3.2% | $36.10 | +18.23% | 4 qtrssince 2018-Q4 | Increased 56 |
ISHARES TR | 483,838 | $57.6M | 2.9% | $88.99 | +16.21% | 4 qtrssince 2018-Q4 | Decreased 0 |
ESSEX PPTY TR INC | 165,866 | $54.5M | 2.8% | $222.72 | +14.38% | 3 qtrssince 2019-Q1 | Unchanged 0 |
Fidelity MSCI Information Tech | 681,871 | $43.5M | 2.2% | $49.49 | +22.35% | 4 qtrssince 2018-Q4 | Increased 58 |
APPLE INC | 121,311 | $27.2M | 1.4% | $40.72 | +31.96% | 4 qtrssince 2018-Q4 | Increased 51 |
FIDELITY COVINGTON TRUST | 644,719 | $26.2M | 1.3% | $31.04 | +13.58% | 4 qtrssince 2018-Q4 | Increased 53 |
MICROSOFT CORP | 171,935 | $23.9M | 1.2% | $104.10 | +25.58% | 4 qtrssince 2018-Q4 | Increased 48 |
FIDELITY COVINGTON TRUST MSCI HLTH CARE I | 548,465 | $23.8M | 1.2% | $38.06 | +3.88% | 4 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY COVINGTON TRUST | 452,082 | $20.7M | 1.0% | $38.56 | +12.04% | 4 qtrssince 2018-Q4 | Increased 57 |
FIDELITY COVINGTON TRUST | 480,282 | $19.1M | 1.0% | $30.99 | +17.04% | 4 qtrssince 2018-Q4 | Increased 46 |
SELECT SECTOR SPDR TR | 486,199 | $19.1M | 1.0% | $28.17 | +10.21% | 3 qtrssince 2019-Q1 | Decreased 0 |
FIDELITY COVINGTON TRUST | 522,551 | $17.3M | 0.9% | $28.36 | +9.72% | 4 qtrssince 2018-Q4 | Increased 48 |
JOHNSON & JOHNSON | 127,400 | $16.5M | 0.8% | $111.90 | -4.55% | 4 qtrssince 2018-Q4 | Decreased 0 |
SELECT SECTOR SPDR TR | 327,023 | $16.2M | 0.8% | $46.22 | 0.00% | 1 qtr | New 55 |
iShares MSCI EAFE ETF | 241,531 | $15.8M | 0.8% | — | — | 4 qtrssince 2018-Q4 | Increased 41 |
INVESCO EXCHANGE TRADED FD T | 3,899 | $14.9M | 0.8% | $25.18 | +21.13% | 4 qtrssince 2018-Q4 | Decreased 0 |
State Street Utilities Select | 228,713 | $14.8M | 0.7% | $20.83 | +25.19% | 4 qtrssince 2018-Q4 | Decreased 0 |
Lido Advisors, LLC manages $2B across 575 positions as of Q3 2019. Top holdings: SPY calls (24.2%), SPY puts (6.3%), SPY (3.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 71 new positions, 46 exits, 263 increased. Top move: SPY (INCREASED, conviction 61). Portfolio: $2.0B across 575 positions.
Top holdings by portfolio weight
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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
Verify source filings on SEC EDGAR