Lido Advisors, LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings1,023 positions
State Street Spdr S&p 500 Etf Trust TR UNIT | 3.4M | $1.3B | 16.1% | — | — | — | Decreased — |
State Street Spdr S&p 500 Etf Trust TR UNIT | 2.7M | $1B | 12.5% | — | — | — | Decreased — |
INVESCO | 45.9M | $940.3M | 11.5% | $19.19 | -0.16% | 15 qtrssince 2019-Q2 | Increased 71 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 1.5M | $567.8M | 6.9% | $359.82 | +1.37% | 17 qtrssince 2018-Q4 | Increased 65 |
Apple Inc. | 2M | $256.7M | 3.1% | $79.31 | +60.95% | 17 qtrssince 2018-Q4 | Increased 60 |
INVESCO | 10.5M | $219.8M | 2.7% | $20.39 | -0.84% | 15 qtrssince 2019-Q2 | Decreased 0 |
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 1.5M | $139.5M | 1.7% | $80.76 | +14.48% | 17 qtrssince 2018-Q4 | Increased 49 |
Microsoft Corp. | 550,466 | $132M | 1.6% | $194.70 | +19.54% | 17 qtrssince 2018-Q4 | Decreased 0 |
ISHARES S&P 500 VALUE ETF | 835,400 | $121.2M | 1.5% | $130.59 | +3.86% | 17 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY MSCI HEALTH CARE INDEX ETF | 1.4M | $90.7M | 1.1% | $48.89 | +23.98% | 17 qtrssince 2018-Q4 | Increased 49 |
ISHARES TR | 1.4M | $79.6M | 1.0% | $58.59 | -2.43% | 17 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY MSCI FINANCIALS INDEX ETF | 1.4M | $69.4M | 0.8% | $38.38 | +16.80% | 17 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA Corp. | 408,724 | $59.7M | 0.7% | $13.42 | +8.53% | 17 qtrssince 2018-Q4 | Increased 58 |
Fidelity Covington Trust MSCI INDL INDX | 1.1M | $56.8M | 0.7% | $39.13 | +23.45% | 17 qtrssince 2018-Q4 | Increased 41 |
Fidelity Covington Trust MSCI CONSM DIS | 975,148 | $55.3M | 0.7% | $56.41 | -2.54% | 17 qtrssince 2018-Q4 | Increased 43 |
ALTRIA GROUP INC | 1.1M | $51.2M | 0.6% | $29.82 | +15.15% | 17 qtrssince 2018-Q4 | Increased 43 |
UnitedHealth Group Inc. | 93,473 | $49.6M | 0.6% | $333.38 | +47.63% | 17 qtrssince 2018-Q4 | Increased 46 |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 242,308 | $46.3M | 0.6% | $170.31 | +6.81% | 17 qtrssince 2018-Q4 | Increased 62 |
Amazon.com, Inc. | 546,415 | $45.9M | 0.6% | $129.37 | -35.07% | 17 qtrssince 2018-Q4 | Increased 44 |
SELECT SECTOR SPDR TR | 333,411 | $45.3M | 0.6% | $115.58 | +10.46% | 17 qtrssince 2018-Q4 | Increased 48 |
Lido Advisors, LLC manages $8.2B across 1023 positions as of Q4 2022. Top holdings: SPY calls (16.1%), SPY puts (12.5%), BSCO (11.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 84 new positions, 64 exits, 475 increased. Top move: BSCO (INCREASED, conviction 71). Portfolio: $8.2B across 1023 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
Verify source filings on SEC EDGAR