Lido Advisors, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings1,498 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 4.9M | $2.9B | 13.0% | — | — | — | Decreased — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 4.3M | $2.5B | 11.3% | — | — | — | Decreased — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2.7M | $1.6B | 7.2% | $429.23 | +35.45% | 25 qtrssince 2018-Q4 | Increased 77 |
INVESCO EXCH TRD SLF IDX FD | 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% | $146.61 | +69.57% | 25 qtrssince 2018-Q4 | Increased 64 |
MICROSOFT CORP | 1.1M | $461M | 2.1% | $295.33 | +42.79% | 25 qtrssince 2018-Q4 | Increased 59 |
NVIDIA CORP | 3.4M | $451.8M | 2.1% | $114.81 | +19.72% | 25 qtrssince 2018-Q4 | Increased 54 |
FIDELITY MSCI INFO TECH ETF | 2M | $360.7M | 1.6% | $97.25 | +91.09% | 25 qtrssince 2018-Q4 | Increased 50 |
ISHARES S&P 500 GROWTH ETF | 3.1M | $317.5M | 1.4% | $78.07 | +30.61% | 25 qtrssince 2018-Q4 | Increased 67 |
ISHARES S&P 500/BARRA VALUE | 1.4M | $270M | 1.2% | $166.34 | +12.66% | 25 qtrssince 2018-Q4 | Increased 66 |
ISHARES CORE S&P 500 ETF | 435,580 | $256.4M | 1.2% | $503.81 | +15.81% | 25 qtrssince 2018-Q4 | Increased 78 |
ISHARES CORE S&P TOTAL U.S. | 1.9M | $242.9M | 1.1% | $121.12 | +5.27% | 25 qtrssince 2018-Q4 | Increased 78 |
AMAZON.COM INC | 1M | $227.2M | 1.0% | $137.96 | +60.41% | 25 qtrssince 2018-Q4 | Increased 56 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 320,228 | $163.7M | 0.7% | $426.80 | +20.20% | 25 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY FINANCIALS ETF | 2.3M | $158.3M | 0.7% | $43.02 | +57.10% | 25 qtrssince 2018-Q4 | Increased 43 |
FIDELITY COVINGTON TRUST | 1.4M | $134.8M | 0.6% | $63.02 | +54.78% | 25 qtrssince 2018-Q4 | Increased 43 |
APPLE INC | 503,700 | $126.1M | 0.6% | — | — | — | Decreased — |
ALPHABET INC-CL C | 644,149 | $122.7M | 0.6% | $134.27 | +42.95% | 25 qtrssince 2018-Q4 | Increased 55 |
FIDELITY HEALTH CARE ETF | 1.8M | $119.2M | 0.5% | $53.46 | +20.25% | 25 qtrssince 2018-Q4 | Increased 45 |
Lido Advisors, LLC manages $22B across 1498 positions as of Q4 2024. Top holdings: SPY (13.0%), SPY (11.3%), SPY (7.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 140 new positions, 76 exits, 722 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