Lido Advisors, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings1,498 positions
State Street Spdr S&p 500 Etf Trust TR UNIT | 4.9M | $2.9B | 13.0% | — | — | — | Decreased — |
State Street Spdr S&p 500 Etf Trust TR UNIT | 4.3M | $2.5B | 11.3% | — | — | — | Decreased — |
State Street Spdr S&p 500 Etf Trust TR UNIT | 2.7M | $1.6B | 7.2% | $425.89 | +34.96% | 25 qtrssince 2018-Q4 | Increased 77 |
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | 62.6M | $1.2B | 5.5% | $17.73 | +2.69% | 10 qtrssince 2022-Q3 | Increased 74 |
INVESCO | 47.9M | $989M | 4.5% | $18.49 | +7.35% | 14 qtrssince 2021-Q3 | Increased 61 |
Apple Inc. | 3.3M | $819M | 3.7% | $129.27 | +92.32% | 25 qtrssince 2018-Q4 | Increased 64 |
Microsoft Corp. | 1.1M | $461M | 2.1% | $293.13 | +41.84% | 25 qtrssince 2018-Q4 | Increased 59 |
NVIDIA Corp. | 3.4M | $451.8M | 2.1% | $35.55 | +276.78% | 25 qtrssince 2018-Q4 | Increased 54 |
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 2M | $360.7M | 1.6% | $96.95 | +89.16% | 25 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 3.1M | $317.5M | 1.4% | $76.09 | +32.48% | 25 qtrssince 2018-Q4 | Increased 67 |
ISHARES S&P 500 VALUE ETF | 1.4M | $270M | 1.2% | $164.29 | +12.90% | 25 qtrssince 2018-Q4 | Increased 66 |
iShares Trust CORE S&P500 ETF | 435,580 | $256.4M | 1.2% | $499.50 | +15.41% | 25 qtrssince 2018-Q4 | Increased 78 |
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 1.9M | $242.9M | 1.1% | $119.86 | +5.23% | 25 qtrssince 2018-Q4 | Increased 78 |
Amazon.com, Inc. | 1M | $227.2M | 1.0% | $146.71 | +49.54% | 25 qtrssince 2018-Q4 | Increased 56 |
Invesco QQQ Trust, Series 1 UNIT SER 1 | 320,228 | $163.7M | 0.7% | $426.80 | +20.20% | 25 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY MSCI FINANCIALS INDEX ETF | 2.3M | $158.3M | 0.7% | $42.40 | +57.35% | 25 qtrssince 2018-Q4 | Increased 43 |
Fidelity Covington Trust MSCI CONSM DIS | 1.4M | $134.8M | 0.6% | $62.52 | +53.70% | 25 qtrssince 2018-Q4 | Increased 43 |
Apple Inc. | 503,700 | $126.1M | 0.6% | — | — | — | Decreased — |
Alphabet Inc. | 644,149 | $122.7M | 0.6% | $129.21 | +46.53% | 25 qtrssince 2018-Q4 | Increased 55 |
FIDELITY MSCI HEALTH CARE INDEX ETF | 1.8M | $119.2M | 0.5% | $53.07 | +20.07% | 25 qtrssince 2018-Q4 | Increased 45 |
Lido Advisors, LLC manages $22B across 1498 positions as of Q4 2024. Top holdings: SPY calls (13.0%), SPY puts (11.3%), SPY (7.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 143 new positions, 79 exits, 720 increased. Top move: IVV (INCREASED, conviction 78). Portfolio: $22.0B across 1498 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