Lido Advisors, LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings987 positions
State Street Spdr S&p 500 Etf Trust TR UNIT | 5.6M | $2.7B | 29.1% | — | — | — | Increased — |
State Street Spdr S&p 500 Etf Trust TR UNIT | 2.2M | $1B | 11.3% | — | — | — | Decreased — |
State Street Spdr S&p 500 Etf Trust TR UNIT | 1.3M | $633.6M | 6.9% | $354.85 | +25.63% | 13 qtrssince 2018-Q4 | Increased 74 |
Apple Inc. | 2M | $353.6M | 3.9% | $76.15 | +127.77% | 13 qtrssince 2018-Q4 | Increased 58 |
INVESCO | 13.1M | $281.4M | 3.1% | $20.42 | -0.32% | 11 qtrssince 2019-Q2 | Increased 62 |
INVESCO | 10.6M | $225.9M | 2.5% | $21.41 | -0.16% | 12 qtrssince 2019-Q1 | Decreased 0 |
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 1.3M | $181.4M | 2.0% | $78.93 | +66.36% | 13 qtrssince 2018-Q4 | Increased 55 |
ISHARES TR | 2M | $169.4M | 1.8% | $59.56 | +36.17% | 13 qtrssince 2018-Q4 | Decreased 0 |
Microsoft Corp. | 464,179 | $156.1M | 1.7% | $183.37 | +76.35% | 13 qtrssince 2018-Q4 | Increased 54 |
Amazon.com, Inc. | 26,815 | $89.4M | 1.0% | $130.63 | +27.63% | 13 qtrssince 2018-Q4 | Increased 46 |
FIDELITY MSCI HEALTH CARE INDEX ETF | 1.3M | $87.2M | 1.0% | $47.63 | +35.20% | 13 qtrssince 2018-Q4 | Increased 48 |
Fidelity Covington Trust MSCI CONSM DIS | 915,247 | $80.8M | 0.9% | $54.26 | +56.43% | 13 qtrssince 2018-Q4 | Increased 43 |
ISHARES S&P 500 VALUE ETF | 515,049 | $80.7M | 0.9% | $114.34 | +25.39% | 13 qtrssince 2018-Q4 | Increased 45 |
FIDELITY MSCI FINANCIALS INDEX ETF | 1.2M | $68.9M | 0.8% | $37.17 | +37.50% | 13 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA Corp. | 202,515 | $59.6M | 0.6% | $12.85 | +127.96% | 13 qtrssince 2018-Q4 | Decreased 0 |
ESSEX PPTY TR INC | 166,607 | $58.7M | 0.6% | $221.84 | +32.89% | 12 qtrssince 2019-Q1 | Increased 41 |
Fidelity Covington Trust MSCI INDL INDX | 1M | $57.9M | 0.6% | $38.51 | +36.87% | 13 qtrssince 2018-Q4 | Increased 44 |
FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | 1.1M | $56.7M | 0.6% | $37.32 | +31.62% | 13 qtrssince 2018-Q4 | Increased 43 |
Alphabet Inc. | 18,421 | $53.4M | 0.6% | $94.85 | +51.28% | 13 qtrssince 2018-Q4 | Increased 45 |
ALTRIA GROUP INC | 1.1M | $51M | 0.6% | $29.64 | +10.97% | 13 qtrssince 2018-Q4 | Increased 44 |
Lido Advisors, LLC manages $9.2B across 987 positions as of Q4 2021. Top holdings: SPY puts (29.1%), SPY calls (11.3%), SPY (6.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 92 new positions, 69 exits, 471 increased. Top move: SPY (INCREASED, conviction 74). Portfolio: $9.2B across 987 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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