Lido Advisors, LLC
Institutional investor · Portfolio as of Q4 2018
Top Holdings433 positions
State Street Spdr S&p 500 Etf Trust TR UNIT | 803,300 | $200.8M | 19.8% | — | — | — | First report — |
State Street Spdr S&p 500 Etf Trust TR UNIT | 214,500 | $53.6M | 5.3% | — | — | — | First report — |
ISHARES TR | 355,254 | $53.5M | 5.3% | $35.33 | 0.00% | 1 qtr | First report 0 |
ISHARES S&P 500 VALUE ETF | 406,088 | $41.1M | 4.1% | $86.29 | 0.00% | 1 qtr | First report 0 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 142,649 | $35.9M | 3.5% | $223.02 | 0.00% | 1 qtr | First report 0 |
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 505,432 | $24.9M | 2.5% | $46.33 | 0.00% | 1 qtr | First report 0 |
FIDELITY MSCI HEALTH CARE INDEX ETF | 422,832 | $17.6M | 1.7% | $37.25 | 0.00% | 1 qtr | First report 0 |
SELECT SECTOR SPDR TR | 249,684 | $15.5M | 1.5% | $28.95 | 0.00% | 1 qtr | First report 0 |
FIDELITY MSCI FINANCIALS INDEX ETF | 423,686 | $14.6M | 1.4% | $29.43 | 0.00% | 1 qtr | First report 0 |
iShares Trust MSCI EAFE ETF | 248,547 | $14.6M | 1.4% | $47.49 | 0.00% | 1 qtr | First report 0 |
SCRIPPS E W CO OHIO | 919,828 | $14.5M | 1.4% | $11.34 | 0.00% | 1 qtr | First report 0 |
STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 264,424 | $14M | 1.4% | $20.83 | 0.00% | 1 qtr | First report 0 |
Apple Inc. | 87,736 | $13.8M | 1.4% | $37.39 | 0.00% | 1 qtr | First report 0 |
INVESCO S&P 500 QUALITY ETF | 457,673 | $12.7M | 1.3% | $25.00 | 0.00% | 1 qtr | First report 0 |
SELECT SECTOR SPDR TR | 144,932 | $12.5M | 1.2% | $75.80 | 0.00% | 1 qtr | First report 0 |
Select Sector Spdr Trust STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 123,077 | $12.2M | 1.2% | $46.11 | 0.00% | 1 qtr | First report 0 |
Fidelity Covington Trust MSCI INDL INDX | 371,937 | $12.2M | 1.2% | $29.41 | 0.00% | 1 qtr | First report 0 |
Fidelity Covington Trust MSCI CONSM DIS | 273,374 | $10.5M | 1.0% | $35.85 | 0.00% | 1 qtr | First report 0 |
Analog Devices Inc. | 108,440 | $9.3M | 0.9% | $75.07 | 0.00% | 1 qtr | First report 0 |
Amazon.com, Inc. | 6,039 | $9.1M | 0.9% | $75.10 | 0.00% | 1 qtr | First report 0 |
Lido Advisors, LLC manages $1B across 433 positions as of Q4 2018. Top holdings: SPY calls (19.8%), SPY puts (5.3%), IVW (5.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
First quarter we have for this fund: 433 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $1.0B across 433 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR