Lido Advisors, LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings1,342 positions
State Street SPDR S&P 500 ETF | 5.6M | $2.7B | 18.0% | — | — | — | Increased — |
State Street SPDR S&P 500 ETF | 3.5M | $1.7B | 11.2% | — | — | — | Increased — |
INVESCO EXCH TRD SLF IDX FD | 49.7M | $1B | 7.0% | — | — | 19 qtrssince 2019-Q2 | Decreased 0 |
State Street SPDR S&P 500 ETF | 2.1M | $981.3M | 6.6% | $375.63 | +22.53% | 21 qtrssince 2018-Q4 | Increased 66 |
INVESCO BULLETSHARES 2025 CO | 46.4M | $949.5M | 6.4% | — | — | 10 qtrssince 2021-Q3 | Increased 76 |
Apple Inc. | 2.5M | $489.5M | 3.3% | $100.09 | +90.03% | 21 qtrssince 2018-Q4 | Increased 61 |
Microsoft Corporation | 748,936 | $281.6M | 1.9% | $233.09 | +57.96% | 21 qtrssince 2018-Q4 | Increased 55 |
FIDELITY COVINGTON TRUST | 1.7M | $245.6M | 1.7% | $87.07 | +62.78% | 21 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 2.6M | $191.5M | 1.3% | $63.02 | +17.77% | 21 qtrssince 2018-Q4 | Increased 49 |
ISHARES TR | 880,411 | $153.1M | 1.0% | $132.70 | +24.76% | 21 qtrssince 2018-Q4 | Increased 48 |
NVIDIA Corporation | 297,569 | $147.4M | 1.0% | $16.40 | +201.10% | 21 qtrssince 2018-Q4 | Increased 45 |
FIDELITY COVINGTON TRUST | 2.2M | $119.1M | 0.8% | $41.21 | +24.10% | 21 qtrssince 2018-Q4 | Increased 48 |
FIDELITY COVINGTON TRUST | 1.7M | $112.2M | 0.8% | $50.83 | +22.32% | 21 qtrssince 2018-Q4 | Increased 44 |
Amazon.com, Inc. | 707,005 | $107.4M | 0.7% | $121.26 | +25.30% | 21 qtrssince 2018-Q4 | Decreased 0 |
Apple Inc. | 541,200 | $104.2M | 0.7% | — | — | — | Increased — |
Vanguard S&P 500 ETF | 227,137 | $99.2M | 0.7% | $351.29 | +20.20% | 21 qtrssince 2018-Q4 | Increased 43 |
FIDELITY COVINGTON TRUST | 1.2M | $97.4M | 0.7% | $59.64 | +29.49% | 21 qtrssince 2018-Q4 | Increased 46 |
iShares Core S&P 500 ETF | 196,735 | $94M | 0.6% | $395.74 | +16.59% | 21 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 904,481 | $89.8M | 0.6% | $87.12 | +2.42% | 20 qtrssince 2019-Q1 | Decreased 0 |
FIDELITY COVINGTON TRUST | 1.4M | $84.2M | 0.6% | $41.78 | +41.79% | 21 qtrssince 2018-Q4 | Decreased 0 |
Lido Advisors, LLC manages $14.8B across 1342 positions as of Q4 2023. Top holdings: SPY calls (18.0%), SPY puts (11.2%), BSCO (7.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 242 new positions, 109 exits, 460 increased. Top move: BSCP (INCREASED, conviction 76). Portfolio: $14.8B across 1342 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Famous Investors' Portfolios
What the most-followed managers hold, and what they bought and sold each quarter.
- Warren Buffett (Chairman Emeritus)Berkshire Hathaway
- Leopold AschenbrennerSituational Awareness
- Michael BurryScion Asset Management
- Cathie WoodARK Invest
- Bill AckmanPershing Square
- Stanley DruckenmillerDuquesne Family Office
- David TepperAppaloosa
- Ray Dalio (Founder)Bridgewater Associates
- Li LuHimalaya Capital
- Carl IcahnCarl C. Icahn
- Brad GerstnerAltimeter Capital
- Seth KlarmanThe Baupost Group
- Howard Marks (Co‑founder)Oaktree Capital Management
- Ken GriffinCitadel
- Paul Tudor JonesTudor Investment Corp
- George Soros (Founder)Soros Fund Management
- Steve CohenPoint72
- Terry SmithFundsmith
- Ken Fisher (Founder)Fisher Investments
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR