Lido Advisors, LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings654 positions
STATE STR SPDR S&P 500 ETF T | 1.7M | $539.7M | 21.5% | — | — | — | Increased — |
STATE STR SPDR S&P 500 ETF T | 483,000 | $155.5M | 6.2% | — | — | — | Increased — |
APPLE INC | 388,586 | $114.1M | 4.5% | $61.31 | +15.25% | 5 qtrssince 2018-Q4 | Increased 89 |
STATE STR SPDR S&P 500 ETF T | 290,089 | $93.7M | 3.7% | $247.08 | +18.44% | 5 qtrssince 2018-Q4 | Increased 65 |
Ishares S&P 500 Growth Index F | 384,582 | $74.5M | 3.0% | $36.91 | +25.16% | 5 qtrssince 2018-Q4 | Increased 55 |
ISHARES TR | 526,989 | $68.6M | 2.7% | $91.01 | +24.80% | 5 qtrssince 2018-Q4 | Increased 55 |
ALTRIA GROUP INC | 1.3M | $65.3M | 2.6% | $29.47 | +0.09% | 5 qtrssince 2018-Q4 | Increased 82 |
ESSEX PPTY TR INC | 165,876 | $50.2M | 2.0% | $222.72 | +6.04% | 4 qtrssince 2019-Q1 | Increased 46 |
Fidelity MSCI Information Tech | 672,913 | $48.8M | 1.9% | $49.49 | +39.43% | 5 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 214,867 | $33.9M | 1.3% | $113.03 | +31.64% | 5 qtrssince 2018-Q4 | Increased 56 |
FIDELITY COVINGTON TRUST MSCI HLTH CARE I | 662,800 | $33M | 1.3% | $39.33 | +15.50% | 5 qtrssince 2018-Q4 | Increased 54 |
FIDELITY COVINGTON TRUST | 701,274 | $31.2M | 1.2% | $31.66 | +22.29% | 5 qtrssince 2018-Q4 | Increased 50 |
JOHNSON & JOHNSON | 185,987 | $27.1M | 1.1% | $114.85 | +5.58% | 5 qtrssince 2018-Q4 | Increased 62 |
FIDELITY COVINGTON TRUST | 485,258 | $23.4M | 0.9% | $39.04 | +17.03% | 5 qtrssince 2018-Q4 | Increased 43 |
FIDELITY COVINGTON TRUST | 608,978 | $21.8M | 0.9% | $29.12 | +15.83% | 5 qtrssince 2018-Q4 | Increased 47 |
FIDELITY COVINGTON TRUST | 497,614 | $20.9M | 0.8% | $31.25 | +22.99% | 5 qtrssince 2018-Q4 | Increased 42 |
SELECT SECTOR SPDR TR | 467,806 | $18.1M | 0.7% | $28.17 | +9.51% | 4 qtrssince 2019-Q1 | Decreased 0 |
iShares MSCI EAFE ETF | 253,836 | $17.6M | 0.7% | — | — | 5 qtrssince 2018-Q4 | Increased 42 |
SELECT SECTOR SPDR TR | 274,999 | $17.3M | 0.7% | $51.07 | +3.19% | 4 qtrssince 2019-Q1 | Increased 64 |
INVESCO EXCHANGE TRADED FD T | 431,179 | $15.8M | 0.6% | $33.34 | +0.22% | 5 qtrssince 2018-Q4 | Increased 64 |
Lido Advisors, LLC manages $2.5B across 654 positions as of Q4 2019. Top holdings: SPY calls (21.5%), SPY puts (6.2%), AAPL (4.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 120 new positions, 43 exits, 309 increased. Top move: AAPL (INCREASED, conviction 89). Portfolio: $2.5B across 654 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