Lido Advisors, LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings934 positions
State Street SPDR S&P 500 ETF | 3.6M | $1.4B | 17.5% | — | — | — | Decreased — |
State Street SPDR S&P 500 ETF | 3.5M | $1.3B | 16.9% | — | — | — | Increased — |
INVESCO EXCH TRD SLF IDX FD | 40.1M | $816.7M | 10.3% | — | — | 14 qtrssince 2019-Q2 | Increased 75 |
State Street SPDR S&P 500 ETF | 1.4M | $541.8M | 6.8% | $359.55 | -5.68% | 16 qtrssince 2018-Q4 | Increased 68 |
Apple Inc. | 1.9M | $256.3M | 3.2% | $76.15 | +78.00% | 16 qtrssince 2018-Q4 | Decreased 0 |
INVESCO BULLETSHARES 2023 CO | 10.8M | $226.2M | 2.8% | — | — | 14 qtrssince 2019-Q2 | Increased 57 |
Microsoft Corporation | 565,690 | $131.7M | 1.7% | $194.70 | +15.76% | 16 qtrssince 2018-Q4 | Increased 55 |
FIDELITY COVINGTON TRUST | 1.4M | $130.3M | 1.6% | $80.41 | +10.36% | 16 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 838,941 | $107.8M | 1.4% | $130.59 | -8.51% | 16 qtrssince 2018-Q4 | Decreased 0 |
INVESCO BULLETSHARES 2022 CO | 3.9M | $83.1M | 1.0% | $21.41 | — | 15 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.4M | $80.2M | 1.0% | $58.59 | -3.73% | 16 qtrssince 2018-Q4 | Increased 63 |
FIDELITY COVINGTON TRUST | 1.4M | $79M | 1.0% | $48.48 | +12.30% | 16 qtrssince 2018-Q4 | Increased 44 |
FIDELITY COVINGTON TRUST | 1.5M | $65.3M | 0.8% | $38.38 | +4.37% | 16 qtrssince 2018-Q4 | Increased 45 |
Amazon.com, Inc. | 514,841 | $58.2M | 0.7% | $132.15 | -14.49% | 16 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY COVINGTON TRUST | 943,281 | $57.4M | 0.7% | $56.45 | +4.31% | 16 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY COVINGTON TRUST | 1.1M | $48.7M | 0.6% | $39.09 | +6.03% | 16 qtrssince 2018-Q4 | Increased 43 |
ALTRIA GROUP INC | 1.1M | $43.6M | 0.5% | $29.65 | +0.22% | 16 qtrssince 2018-Q4 | Increased 42 |
UnitedHealth Group Incorporated | 84,412 | $42.6M | 0.5% | $316.33 | +47.75% | 16 qtrssince 2018-Q4 | Increased 44 |
ESSEX PPTY TR INC | 170,503 | $41.3M | 0.5% | $221.99 | -6.49% | 15 qtrssince 2019-Q1 | Increased 41 |
FIDELITY COVINGTON TRUST | 1.3M | $41.1M | 0.5% | $37.13 | -18.88% | 16 qtrssince 2018-Q4 | Increased 46 |
Lido Advisors, LLC manages $8B across 934 positions as of Q3 2022. Top holdings: SPY puts (17.5%), SPY calls (16.9%), BSCO (10.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 134 new positions, 122 exits, 362 increased. Top move: BSCO (INCREASED, conviction 75). Portfolio: $8.0B across 934 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
Verify source filings on SEC EDGAR