Lido Advisors, LLC
Institutional investor · Portfolio as of Q4 2018
Top Holdings433 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 803,300 | $200.8M | 19.8% | — | — | — | New — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 214,500 | $53.6M | 5.3% | — | — | — | New — |
ISHARES S&P 500 GROWTH ETF | 355,254 | $53.5M | 5.3% | $35.07 | 0.00% | 1 qtr | New 91 |
ISHARES S&P 500/BARRA VALUE | 406,088 | $41.1M | 4.1% | $86.64 | 0.00% | 1 qtr | New 81 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 142,649 | $35.9M | 3.5% | $222.81 | 0.00% | 1 qtr | New 80 |
FIDELITY MSCI INFO TECH ETF | 505,432 | $24.9M | 2.5% | $46.07 | 0.00% | 1 qtr | New 74 |
FIDELITY HEALTH CARE ETF | 422,832 | $17.6M | 1.7% | $37.08 | 0.00% | 1 qtr | New 65 |
TECHNOLOGY SELECT SECTOR FUND SPDR | 249,684 | $15.5M | 1.5% | $28.78 | 0.00% | 1 qtr | New 64 |
FIDELITY FINANCIALS ETF | 423,686 | $14.6M | 1.4% | $29.53 | 0.00% | 1 qtr | New 64 |
ISHARES MSCI EAFE ETF CL USD INC | 248,547 | $14.6M | 1.4% | $47.49 | 0.00% | 1 qtr | New 64 |
SCRIPPS E W CO OHIO | 919,828 | $14.5M | 1.4% | $11.34 | 0.00% | 1 qtr | New 64 |
UTILITIES SELECT SECTOR SPDR | 264,424 | $14M | 1.4% | $21.23 | 0.00% | 1 qtr | New 64 |
APPLE INC | 87,736 | $13.8M | 1.4% | $37.39 | 0.00% | 1 qtr | New 64 |
INVESCO S&P 500 QUALITY ETF | 457,673 | $12.7M | 1.3% | $24.94 | 0.00% | 1 qtr | New 64 |
HEALTH CARE SELECT SECTOR SPDR | 144,932 | $12.5M | 1.2% | $75.63 | 0.00% | 1 qtr | New 64 |
CONSUMER DISCRETIONARY SELT | 123,077 | $12.2M | 1.2% | $45.90 | 0.00% | 1 qtr | New 64 |
FIDELITY COVINGTON TRUST | 371,937 | $12.2M | 1.2% | $29.31 | 0.00% | 1 qtr | New 64 |
FIDELITY COVINGTON TRUST | 273,374 | $10.5M | 1.0% | $35.73 | 0.00% | 1 qtr | New 63 |
ANALOG DEVICES INC | 108,440 | $9.3M | 0.9% | $75.07 | 0.00% | 1 qtr | New 54 |
AMAZON.COM INC | 6,039 | $9.1M | 0.9% | $73.90 | 0.00% | 1 qtr | New 54 |
Lido Advisors, LLC manages $1B across 433 positions as of Q4 2018. Top holdings: SPY (19.8%), SPY (5.3%), IVW (5.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 404 new positions, 0 exits, 0 increased. Top move: IVW (NEW, conviction 91). 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer