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Lido Advisors

Latest statistics and disclosures from Lido Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, BSCP, BSCO, AAPL, BSCQ, and represent 54.22% of Lido Advisors's stock portfolio.
Added to shares of these 10 stocks: SPY (+$667M), BSCQ (+$444M), BSCS (+$56M), MSFT (+$26M), VT (+$26M), SHY (+$24M), XLF (+$21M), IJK (+$21M), IJJ (+$21M), QQQ (+$15M).
Started 122 new stock positions in APP, FLO, CRSP, HCAT, MOH, KNSL, EFC, OLED, YEAR, RELX.
Reduced shares in these 10 stocks: BSCO (-$298M), IVE (-$53M), ACWI (-$27M), SCHG (-$25M), NVDA (-$22M), XLI (-$20M), VEU (-$15M), PEP (-$15M), BSCP (-$13M), UTEN (-$11M).
Sold out of its positions in DTEC, AWF, AWR, AMPH, ATR, ARR, BNY, Blackrock Kelso Capital, BXP, BRZE.
Lido Advisors was a net buyer of stock by $1.1B.
Lido Advisors has $17B in assets under management (AUM), dropping by 14.65%.
Central Index Key (CIK): 0001650150

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Portfolio Holdings for Lido Advisors

Lido Advisors holds 1205 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Lido Advisors has 1205 total positions. Only the first 250 positions are shown.

Sign up to view all of the Lido Advisors March 31, 2024 positions
Download the Lido Advisors March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)	38.4	$6.5B	+11%	12M	523.07	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	5.5	$936M		46M	20.43	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	4.4	$745M	-28%	36M	20.97	View chart
Apple Put Option (AAPL)	3.1	$526M		3.1M	171.48	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	2.8	$481M	+1176%	25M	19.21	View chart
Microsoft Corporation Put Option (MSFT)	2.4	$408M	+6%	971k	420.72	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	1.7	$280M	+5%	1.8M	155.84	View chart
NVIDIA Corporation Put Option (NVDA)	1.6	$278M	-7%	307k	903.56	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.2	$212M		2.5M	84.44	View chart
Amazon Put Option (AMZN)	0.9	$145M	+6%	804k	180.38	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.8	$135M	+2%	2.3M	59.40	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.8	$129M	+6%	1.9M	69.77	View chart
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)	0.7	$123M	+14%	276k	444.01	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$111M	-32%	595k	186.81	View chart
Ishares Tr Core S&p500 Etf Put Option (IVV)	0.6	$108M	+3%	204k	525.73	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$106M	-2%	221k	480.71	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.6	$101M		1.2M	82.48	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.6	$97M	+4%	1.4M	67.81	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.5	$92M	+154%	4.6M	20.07	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$91M	+4%	350k	259.90	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.5	$89M	+3%	1.8M	49.56	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$83M	-5%	850k	97.94	View chart
Alphabet Cap Stk Cl A Put Option (GOOGL)	0.5	$77M	+9%	512k	150.93	View chart
Berkshire Hathaway Inc Del Cl B New Put Option (BRK.B)	0.4	$68M	-2%	161k	420.52	View chart
Alphabet Cap Stk Cl C Put Option (GOOG)	0.4	$66M	+9%	435k	152.26	View chart
UnitedHealth Put Option (UNH)	0.4	$64M	-4%	129k	494.70	View chart
Abbvie Put Option (ABBV)	0.4	$63M	+4%	348k	182.10	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.3	$56M	+15%	1.2M	47.58	View chart
Altria Put Option (MO)	0.3	$56M	-3%	1.3M	43.62	View chart
Meta Platforms Cl A Put Option (META)	0.3	$55M	-6%	114k	485.58	View chart
Home Depot Put Option (HD)	0.3	$54M	+10%	140k	383.60	View chart
Tesla Motors Put Option (TSLA)	0.3	$54M		305k	175.79	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$53M	-15%	1.1M	50.17	View chart
Ishares Tr Rus 1000 Grw Etf Put Option (IWF)	0.3	$50M	+3%	147k	337.05	View chart
JPMorgan Chase & Co. Put Option (JPM)	0.3	$48M		242k	200.30	View chart
Broadcom Put Option (AVGO)	0.3	$48M	-18%	36k	1325.41	View chart
Select Sector Spdr Tr Technology Put Option (XLK)	0.3	$46M	-5%	222k	208.27	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.3	$44M	+88%	480k	91.25	View chart
Exxon Mobil Corporation Put Option (XOM)	0.3	$43M	+4%	367k	116.24	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.3	$43M	+2%	1.6M	25.87	View chart
Johnson & Johnson Put Option (JNJ)	0.3	$43M	+6%	269k	158.19	View chart
Essex Property Trust (ESS)	0.2	$42M		170k	247.26	View chart
Adobe Systems Incorporated Put Option (ADBE)	0.2	$41M	+3%	81k	504.60	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$41M	+100%	346k	118.29	View chart
Walt Disney Company Put Option (DIS)	0.2	$39M	+3%	318k	122.36	View chart
Palo Alto Networks (PANW)	0.2	$37M	+23%	129k	284.13	View chart
Goldman Sachs (GS)	0.2	$36M	+4%	85k	417.69	View chart
Target Corporation Call Option (TGT)	0.2	$35M	+19%	195k	177.21	View chart
Visa Com Cl A Put Option (V)	0.2	$33M	-6%	120k	279.08	View chart
Eli Lilly & Co. Put Option (LLY)	0.2	$33M	+5%	43k	777.96	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$33M	+255%	404k	81.78	View chart
Netflix Put Option (NFLX)	0.2	$33M	+3%	54k	607.33	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$32M	+4%	280k	115.30	View chart
Select Sector Spdr Tr Financial Put Option (XLF)	0.2	$32M	+199%	750k	42.12	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$30M	+10%	226k	131.36	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$30M	+3%	57k	524.34	View chart
Ishares Tr Russell 2000 Etf Put Option (IWM)	0.2	$29M	+5%	139k	210.30	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$29M	-3%	164k	175.27	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$28M	-7%	334k	85.06	View chart
Procter & Gamble Company Put Option (PG)	0.2	$28M	+17%	172k	162.25	View chart
Costco Wholesale Corporation Put Option (COST)	0.2	$28M		38k	732.63	View chart
Advanced Micro Devices Put Option (AMD)	0.2	$28M	+7%	152k	180.49	View chart
Charles Schwab Corporation Call Option (SCHW)	0.2	$27M		367k	72.34	View chart
Mastercard Incorporated Cl A Put Option (MA)	0.2	$27M	+3%	55k	481.57	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$26M	NEW	237k	110.50	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.2	$26M	+12%	988k	26.09	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.2	$26M	+4%	492k	52.37	View chart
McKesson Corporation Put Option (MCK)	0.2	$26M	+2%	48k	536.85	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$25M	-2%	205k	120.99	View chart
Ishares Tr Ibonds Dec24 Etf (Principal) (IBDP)	0.1	$25M	+2%	977k	25.05	View chart
Danaher Corporation Put Option (DHR)	0.1	$25M	+40%	98k	249.72	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$24M	-6%	296k	81.66	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$23M	-14%	451k	50.60	View chart
Lockheed Martin Corporation Put Option (LMT)	0.1	$22M		49k	454.87	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$22M	+3%	163k	136.51	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.1	$22M	+27%	509k	42.42	View chart
Applied Materials (AMAT)	0.1	$21M	+7%	104k	206.23	View chart
Lam Research Corporation Put Option (LRCX)	0.1	$21M	+7%	22k	971.57	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$21M	-6%	115k	183.89	View chart
Analog Devices (ADI)	0.1	$21M	+2%	106k	197.79	View chart
Amgen (AMGN)	0.1	$21M	+7%	74k	284.32	View chart
Servicenow Put Option (NOW)	0.1	$21M	+5%	27k	762.40	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$21M	+4%	1.0M	20.16	View chart
American Tower Reit (AMT)	0.1	$21M	+4%	104k	197.59	View chart
Intuitive Surgical Com New Put Option (ISRG)	0.1	$20M	+2%	51k	399.09	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$20M	-56%	184k	110.13	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$20M	-8%	307k	65.87	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt Call Option (RSP)	0.1	$20M	-5%	119k	169.37	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$20M		403k	50.03	View chart
Wal-Mart Stores Put Option (WMT)	0.1	$20M	+192%	334k	60.17	View chart
J.B. Hunt Transport Services (JBHT)	0.1	$20M	+7%	98k	199.25	View chart
Intuit Put Option (INTU)	0.1	$20M	+73%	30k	650.00	View chart
Novo-nordisk A S Adr Call Option (NVO)	0.1	$19M	+8%	147k	128.40	View chart
Nike CL B Put Option (NKE)	0.1	$19M	-2%	200k	93.98	View chart
Constellation Brands Cl A (STZ)	0.1	$19M	+5%	69k	271.77	View chart
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ)	0.1	$19M	+64%	750k	24.81	View chart
Micron Technology Call Option (MU)	0.1	$18M	+6%	156k	117.89	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$18M	+227%	179k	102.76	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$18M	+239%	138k	130.73	View chart
Verizon Communications (VZ)	0.1	$18M	+2%	429k	41.96	View chart
Chevron Corporation Put Option (CVX)	0.1	$18M		114k	157.74	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.1	$18M	-5%	869k	20.49	View chart
Merck & Co Put Option (MRK)	0.1	$18M	-3%	134k	131.95	View chart
Accenture Plc Ireland Shs Class A Put Option (ACN)	0.1	$18M	-2%	51k	346.61	View chart
Abbott Laboratories Put Option (ABT)	0.1	$17M	+2%	149k	113.66	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$17M	+6%	68k	249.86	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$17M	-3%	93k	182.61	View chart
Qualcomm Put Option (QCOM)	0.1	$17M	+11%	99k	169.30	View chart
Eaton Corp SHS Put Option (ETN)	0.1	$16M		52k	312.68	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$16M		147k	110.52	View chart
American Express Company Put Option (AXP)	0.1	$16M	+6%	72k	227.69	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$16M	+3%	155k	103.79	View chart
Deere & Company Put Option (DE)	0.1	$16M	-5%	39k	410.74	View chart
Oracle Corporation Put Option (ORCL)	0.1	$16M	+3%	127k	125.61	View chart
Illinois Tool Works (ITW)	0.1	$16M	+3%	58k	269.73	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$16M	-49%	266k	58.65	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$15M		255k	60.42	View chart
General Dynamics Corporation (GD)	0.1	$15M		55k	282.49	View chart
Ishares Tr Ibonds Dec2026 (Principal) (IBDR)	0.1	$15M	+21%	647k	23.85	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$15M		142k	107.60	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$15M	-10%	209k	72.63	View chart
Pepsi Put Option (PEP)	0.1	$15M	-49%	87k	175.01	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$15M	-16%	194k	76.28	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$14M	-2%	26k	557.43	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$14M		366k	39.02	View chart
Cisco Systems Call Option (CSCO)	0.1	$14M	+9%	285k	49.91	View chart
Caterpillar Put Option (CAT)	0.1	$14M	-11%	39k	366.43	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$14M	-13%	488k	29.02	View chart
Texas Instruments Incorporated Put Option (TXN)	0.1	$14M	+5%	81k	174.21	View chart
Ishares Tr Ibonds 27 Etf (Principal) (IBDS)	0.1	$14M	+17%	584k	23.80	View chart
Thermo Fisher Scientific Put Option (TMO)	0.1	$13M	-2%	22k	581.21	View chart
Vaneck Etf Trust Semiconductr Etf Put Option (SMH)	0.1	$13M	-3%	57k	224.99	View chart
United Parcel Service CL B Put Option (UPS)	0.1	$13M	+27%	86k	148.63	View chart
Hilton Worldwide Holdings Put Option (HLT)	0.1	$13M	+3%	60k	213.31	View chart
International Business Machines Put Option (IBM)	0.1	$13M	+8%	67k	190.96	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$13M		86k	147.73	View chart
Corning Incorporated Put Option (GLW)	0.1	$13M	+6%	384k	32.96	View chart
Coca-Cola Company Put Option (KO)	0.1	$13M	+9%	206k	61.18	View chart
Linde SHS (LIN)	0.1	$12M	-7%	27k	464.32	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$12M	+3%	54k	228.59	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$12M	-12%	147k	83.58	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$12M	+4343%	229k	53.39	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$12M	+294%	296k	41.08	View chart
Raytheon Technologies Corp Put Option (RTX)	0.1	$12M		125k	97.53	View chart
Colgate-Palmolive Company Put Option (CL)	0.1	$12M		132k	90.05	View chart
Starbucks Corporation Put Option (SBUX)	0.1	$12M	-17%	130k	91.39	View chart
Vanguard World Financials Etf (VFH)	0.1	$12M	+14%	115k	102.39	View chart
RBB F/m 10 Year Inve	0.1	$12M	NEW	234k	50.09	View chart
Vanguard World Health Car Etf (VHT)	0.1	$12M	+8%	43k	270.52	View chart
S&p Global Put Option (SPGI)	0.1	$12M	+12%	27k	425.45	View chart
Arista Networks (ANET)	0.1	$11M	+4%	39k	290.00	View chart
Lithia Motors (LAD)	0.1	$11M	NEW	38k	300.86	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$11M	+6%	135k	84.09	View chart
Medtronic SHS (MDT)	0.1	$11M	+15%	129k	87.84	View chart
TJX Companies (TJX)	0.1	$11M	-9%	110k	101.42	View chart
Ishares Tr Msci Eafe Etf Put Option (EFA)	0.1	$11M	+64%	137k	79.86	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO)	0.1	$11M	+4%	431k	24.78	View chart
McDonald's Corporation Put Option (MCD)	0.1	$11M		38k	281.95	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$11M	-10%	123k	86.48	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$11M	-3%	172k	61.05	View chart
Vertex Pharmaceuticals Incorporated Put Option (VRTX)	0.1	$11M		25k	418.01	View chart
Ishares Tr Conser Alloc Etf (AOK)	0.1	$10M	-18%	284k	36.83	View chart
Intel Corporation Put Option (INTC)	0.1	$10M	+2%	236k	44.17	View chart
Booking Holdings (BKNG)	0.1	$10M	+7%	2.9k	3627.88	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$10M	+3%	35k	300.09	View chart
BlackRock (BLK)	0.1	$10M	+5%	12k	833.70	View chart
Kinder Morgan (KMI)	0.1	$10M	+10%	564k	18.34	View chart
Bank of America Corporation Put Option (BAC)	0.1	$10M	+3%	271k	37.92	View chart
Union Pacific Corporation (UNP)	0.1	$10M		42k	245.93	View chart
RBB F/m 3 Year Inves	0.1	$10M	NEW	203k	50.10	View chart
salesforce Put Option (CRM)	0.1	$9.8M	+10%	32k	301.18	View chart
Stryker Corporation (SYK)	0.1	$9.7M	-5%	27k	358.64	View chart
Nextera Energy Put Option (NEE)	0.1	$9.6M	+5%	150k	63.91	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$9.6M	-3%	496k	19.29	View chart
Boeing Company Put Option (BA)	0.1	$9.5M		49k	192.99	View chart
Spdr Gold Tr Gold Shs Put Option (GLD)	0.1	$9.5M		46k	205.72	View chart
Bristol Myers Squibb Put Option (BMY)	0.1	$9.5M	+21%	175k	54.23	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$9.5M	+428%	111k	85.27	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.1	$9.3M	+2%	400k	23.23	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$9.2M	-9%	51k	179.11	View chart
Capital One Financial (COF)	0.1	$9.2M	+3%	62k	148.90	View chart
Select Sector Spdr Tr Energy Put Option (XLE)	0.1	$9.1M	-4%	97k	94.41	View chart
Travelers Companies Call Option (TRV)	0.1	$9.1M	+5%	40k	230.14	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$9.1M	-68%	72k	125.96	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$9.0M	+10%	28k	317.73	View chart
Marathon Oil Corporation Put Option (MRO)	0.1	$9.0M	+9%	318k	28.34	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$8.9M	NEW	47k	187.35	View chart
Moderna (MRNA)	0.1	$8.8M		82k	106.56	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.1	$8.7M	-8%	365k	23.94	View chart
Vanguard World Industrial Etf (VIS)	0.1	$8.7M	+14%	36k	244.15	View chart
Pfizer (PFE)	0.1	$8.5M	+15%	306k	27.75	View chart
Dex (DXCM)	0.1	$8.5M	+5%	61k	138.67	View chart
Keysight Technologies (KEYS)	0.0	$8.5M	+7%	54k	156.38	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$8.4M	-3%	68k	123.18	View chart
Synopsys (SNPS)	0.0	$8.4M	+9%	15k	571.60	View chart
Lauder Estee Cos Cl A (EL)	0.0	$8.3M	+10%	54k	154.15	View chart
Spdr Ser Tr Ice Pfd Sec Etf (PSK)	0.0	$8.3M	-6%	237k	34.87	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$8.2M	+417%	135k	60.74	View chart
Monolithic Power Systems (MPWR)	0.0	$8.1M	+5%	12k	678.50	View chart
Philip Morris International Put Option (PM)	0.0	$8.1M	-6%	89k	91.62	View chart
Vanguard World Materials Etf (VAW)	0.0	$8.1M		40k	204.43	View chart
L3harris Technologies (LHX)	0.0	$8.0M	+9%	38k	213.10	View chart
Metropcs Communications Put Option (TMUS)	0.0	$8.0M	-14%	49k	163.22	View chart
Charter Communications Inc N Cl A Put Option (CHTR)	0.0	$7.9M	+10%	27k	290.63	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$7.8M	-4%	58k	135.06	View chart
Qorvo (QRVO)	0.0	$7.8M		68k	114.83	View chart
Zoetis Cl A (ZTS)	0.0	$7.8M	+6%	46k	169.21	View chart
Sherwin-Williams Company Put Option (SHW)	0.0	$7.8M	-7%	22k	347.33	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.0	$7.7M	-9%	138k	56.18	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.0	$7.7M	+7%	216k	35.91	View chart
Marsh & McLennan Companies Put Option (MMC)	0.0	$7.7M	+6%	37k	205.98	View chart
Sempra Energy (SRE)	0.0	$7.6M	+7%	104k	72.45	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$7.5M	+14%	57k	131.22	View chart
Southwest Airlines (LUV)	0.0	$7.5M	+3%	258k	29.19	View chart
Roper Industries (ROP)	0.0	$7.5M	-4%	13k	560.82	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$7.4M		26k	288.03	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$7.3M	-21%	45k	162.86	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$7.2M	-41%	185k	38.86	View chart
Electronic Arts (EA)	0.0	$7.1M	+10%	54k	132.67	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$7.1M	-30%	43k	164.35	View chart
Schlumberger Com Stk Put Option (SLB)	0.0	$7.0M	+4%	128k	54.81	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$6.9M	+4%	304k	22.71	View chart
Proshares Tr Pshs Ult S&p 500 Put Option (SSO)	0.0	$6.9M	-24%	89k	77.52	View chart
Cleanspark Com New (CLSK)	0.0	$6.9M		324k	21.21	View chart
Wells Fargo & Company (WFC)	0.0	$6.8M	-3%	118k	57.96	View chart
Southern Company Put Option (SO)	0.0	$6.7M	+26%	93k	71.74	View chart
Kla Corp Com New Put Option (KLAC)	0.0	$6.7M	+23%	9.5k	698.57	View chart
Canadian Natl Ry (CNI)	0.0	$6.6M	-7%	50k	131.72	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$6.6M	+16%	32k	204.14	View chart
Intercontinental Exchange (ICE)	0.0	$6.6M		48k	137.43	View chart
Becton, Dickinson and (BDX)	0.0	$6.5M	+6%	26k	247.45	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$6.5M	+2775%	113k	57.85	View chart
RBB F/m 2year Inves	0.0	$6.5M	NEW	130k	50.15	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.0	$6.5M	-19%	128k	50.45	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$6.3M		10.00	634440.00	View chart
Honeywell International Put Option (HON)	0.0	$6.3M	+16%	31k	205.25	View chart
General Electric Com New (GE)	0.0	$6.3M	+10%	36k	175.53	View chart
Lululemon Athletica (LULU)	0.0	$6.3M		16k	390.66	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$6.3M		116k	53.80	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.0	$6.3M		163k	38.47	View chart
Automatic Data Processing Put Option (ADP)	0.0	$6.2M	-13%	25k	249.74	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$6.2M	-3%	197k	31.62	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$6.2M	+17%	15k	398.69	View chart
Northrop Grumman Corporation Put Option (NOC)	0.0	$6.1M	+2%	13k	478.66	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.0	$6.0M	+20%	214k	28.00	View chart
CVS Caremark Corporation Put Option (CVS)	0.0	$6.0M	+24%	75k	79.76	View chart
Nuveen Ins Ny Tx Fr Adv Mun (NRK)	0.0	$5.9M	-31%	542k	10.92	View chart
Etsy (ETSY)	0.0	$5.9M	+14%	86k	68.72	View chart
Chubb Call Option (CB)	0.0	$5.9M		23k	259.13	View chart
Morgan Stanley Com New (MS)	0.0	$5.9M	-14%	62k	94.15	View chart

Past Filings by Lido Advisors

SEC 13F filings are viewable for Lido Advisors going back to 2017

Lido Advisors 2024 Q1 filed May 15, 2024
Lido Advisors 2023 Q4 filed Feb. 14, 2024
Lido Advisors 2023 Q3 filed Nov. 14, 2023
Lido Advisors 2023 Q2 filed Aug. 9, 2023
Lido Advisors 2023 Q1 filed May 15, 2023
Lido Advisors 2022 Q4 filed Feb. 14, 2023
Lido Advisors 2022 Q3 filed Nov. 14, 2022
Lido Advisors 2022 Q2 filed Aug. 15, 2022
Lido Advisors 2022 Q1 filed May 17, 2022
Lido Advisors 2021 Q3 restated filed Feb. 15, 2022
Lido Advisors 2021 Q4 filed Feb. 15, 2022
Lido Advisors 2021 Q3 filed Nov. 12, 2021
Lido Advisors 2017 Q3 amended filed Nov. 12, 2021
Lido Advisors 2017 Q4 amended filed Nov. 12, 2021
Lido Advisors 2018 Q1 amended filed Nov. 12, 2021
Lido Advisors 2018 Q2 amended filed Nov. 12, 2021

View all past filings

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