Lido Advisors, LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings1,208 positions
State Street SPDR S&P 500 ETF | 5.6M | $2.4B | 18.2% | — | — | — | Decreased — |
State Street SPDR S&P 500 ETF | 3.5M | $1.5B | 11.3% | — | — | — | Decreased — |
INVESCO EXCH TRD SLF IDX FD | 55.7M | $1.2B | 8.8% | — | — | 18 qtrssince 2019-Q2 | Decreased 0 |
State Street SPDR S&P 500 ETF | 1.9M | $825.4M | 6.3% | $370.12 | +11.39% | 20 qtrssince 2018-Q4 | Increased 62 |
INVESCO BULLETSHARES 2025 CO | 36.9M | $741.1M | 5.6% | — | — | 9 qtrssince 2021-Q3 | Increased 85 |
Apple Inc. | 2.4M | $411.4M | 3.1% | $94.87 | +78.06% | 20 qtrssince 2018-Q4 | Increased 62 |
Microsoft Corporation | 661,387 | $208.8M | 1.6% | $215.20 | +43.36% | 20 qtrssince 2018-Q4 | Increased 54 |
FIDELITY COVINGTON TRUST | 1.7M | $203.2M | 1.5% | $85.18 | +41.96% | 20 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 2.5M | $170.5M | 1.3% | $62.76 | +7.44% | 20 qtrssince 2018-Q4 | Increased 62 |
INVESCO BULLETSHARES 2023 CO | 7.4M | $156.3M | 1.2% | — | — | 18 qtrssince 2019-Q2 | Decreased 0 |
ISHARES TR | 877,271 | $135M | 1.0% | $132.58 | +9.97% | 20 qtrssince 2018-Q4 | Increased 53 |
NVIDIA Corporation | 283,944 | $123.5M | 0.9% | $14.82 | +192.71% | 20 qtrssince 2018-Q4 | Increased 44 |
FIDELITY COVINGTON TRUST | 1.7M | $101.6M | 0.8% | $50.44 | +15.03% | 20 qtrssince 2018-Q4 | Increased 44 |
ISHARES TR | 1.1M | $99.1M | 0.8% | $87.12 | -4.06% | 19 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 748,688 | $95.2M | 0.7% | $121.26 | +4.83% | 20 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY COVINGTON TRUST | 2M | $91.5M | 0.7% | $39.90 | +10.96% | 20 qtrssince 2018-Q4 | Increased 44 |
Vanguard S&P 500 ETF | 220,446 | $86.6M | 0.7% | $349.13 | +8.28% | 20 qtrssince 2018-Q4 | Decreased 0 |
Apple Inc. | 473,600 | $81.1M | 0.6% | — | — | — | Increased — |
FIDELITY COVINGTON TRUST | 1.1M | $78.3M | 0.6% | $57.86 | +17.90% | 20 qtrssince 2018-Q4 | Increased 45 |
FIDELITY COVINGTON TRUST | 1.4M | $75.4M | 0.6% | $41.78 | +24.75% | 20 qtrssince 2018-Q4 | Increased 46 |
Lido Advisors, LLC manages $13.1B across 1208 positions as of Q3 2023. Top holdings: SPY calls (18.2%), SPY puts (11.3%), BSCO (8.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 113 new positions, 120 exits, 522 increased. Top move: BSCP (INCREASED, conviction 85). Portfolio: $13.1B across 1208 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