Lido Advisors, LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings806 positions
STATE STR SPDR S&P 500 ETF T | 2.5M | $916.1M | 19.1% | — | — | — | Decreased — |
STATE STR SPDR S&P 500 ETF T | 2M | $747.4M | 15.6% | — | — | — | Increased — |
INVESCO BULLETSHARES 2022 CO | 12.3M | $266.8M | 5.6% | $21.40 | +1.65% | 8 qtrssince 2019-Q1 | Increased 72 |
APPLE | 1.6M | $218.3M | 4.6% | $62.54 | +105.99% | 9 qtrssince 2018-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 578,581 | $217.2M | 4.5% | $286.05 | +21.06% | 9 qtrssince 2018-Q4 | Increased 75 |
ISHARES TR | 1.7M | $107.4M | 2.2% | $39.51 | +55.76% | 9 qtrssince 2018-Q4 | Increased 83 |
FIDELITY COVINGTON TRUST | 842,735 | $88.1M | 1.8% | $55.58 | +81.06% | 9 qtrssince 2018-Q4 | Increased 48 |
MICROSOFT | 338,320 | $75.2M | 1.6% | $141.82 | +49.54% | 9 qtrssince 2018-Q4 | Increased 54 |
AMAZON.COM | 14,773 | $48.1M | 1.0% | $102.35 | +59.10% | 9 qtrssince 2018-Q4 | Increased 52 |
FIDELITY COVINGTON TRUST MSCI HLTH CARE I | 828,377 | $47.8M | 1.0% | $40.77 | +31.64% | 9 qtrssince 2018-Q4 | Increased 43 |
ISHARES TR | 364,326 | $46.6M | 1.0% | $90.73 | +26.71% | 9 qtrssince 2018-Q4 | Decreased 0 |
INVESCO BULLETSHARES 2021 CO | 2.2M | $45.9M | 1.0% | $21.33 | -0.55% | 8 qtrssince 2019-Q1 | Decreased 0 |
ALTRIA GROUP INC | 1.1M | $44.6M | 0.9% | $29.37 | -9.83% | 9 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY COVINGTON TRUST | 605,048 | $43.3M | 0.9% | $42.11 | +62.22% | 9 qtrssince 2018-Q4 | Increased 43 |
ESSEX PPTY TR INC | 166,643 | $39.9M | 0.8% | $221.82 | -12.80% | 8 qtrssince 2019-Q1 | Decreased 0 |
FIDELITY COVINGTON TRUST | 851,795 | $36M | 0.7% | $31.99 | +18.39% | 9 qtrssince 2018-Q4 | Increased 46 |
FIDELITY COVINGTON TRUST | 735,351 | $33.5M | 0.7% | $30.37 | +42.55% | 9 qtrssince 2018-Q4 | Increased 44 |
FIDELITY COVINGTON TRUST | 644,005 | $30.3M | 0.6% | $32.01 | +36.52% | 9 qtrssince 2018-Q4 | Increased 42 |
JOHNSON & JOHNSON | 191,026 | $30.1M | 0.6% | $114.80 | +17.06% | 9 qtrssince 2018-Q4 | Decreased 0 |
TESLA INC | 38,453 | $27.1M | 0.6% | $28.24 | +732.83% | 6 qtrssince 2019-Q3 | Decreased 0 |
Lido Advisors, LLC manages $4.8B across 806 positions as of Q4 2020. Top holdings: SPY calls (19.1%), SPY puts (15.6%), BSCM (5.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 207 new positions, 61 exits, 289 increased. Top move: IVW (INCREASED, conviction 83). Portfolio: $4.8B across 806 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