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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, AAPL, BSCR, MSFT, NVDA, and represent 42.14% of Lido Advisors's stock portfolio.
Added to shares of these 10 stocks: BSCP (+$479M), BSCR (+$297M), MSFT (+$258M), AAPL (+$151M), VOO (+$147M), IEFA (+$136M), NVDA (+$108M), AMZN (+$80M), GOOGL (+$77M), AVGO (+$75M).
Started 206 new stock positions in TD, SBAC, VIOO, IONQ, QTUM, NI, HOTH, FIX, SATS, CRWV.
Reduced shares in these 10 stocks: SPY (-$301M), BSCQ (-$184M), XLC (-$23M), XLF (-$22M), SHY (-$20M), MTG (-$18M), XLY (-$17M), BSV (-$17M), KOSS (-$15M), VEA (-$15M).
Sold out of its positions in YEAR, APG, AMG, ALB, ALSN, ALTG, AAL, AVLV, USAS, AVXL.
Lido Advisors was a net buyer of stock by $3.7B.
Lido Advisors has $32B in assets under management (AUM), dropping by 21.45%.
Central Index Key (CIK): 0001650150

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Portfolio Holdings for Lido Advisors

Lido Advisors holds 1573 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Lido Advisors has 1573 total positions. Only the first 250 positions are shown.

Sign up to view all of the Lido Advisors Sept. 30, 2025 positions
Download the Lido Advisors September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)	26.9	$8.6B	-3%	13M	666.18	View chart
Apple (AAPL)	4.2	$1.3B	+12%	5.2M	254.63	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	4.0	$1.3B	+30%	65M	19.71	View chart
Microsoft Corporation (MSFT)	3.6	$1.2B	+28%	2.2M	517.95	View chart
NVIDIA Corporation Put Option (NVDA)	3.5	$1.1B	+10%	5.9M	186.58	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	3.2	$1.0B	-15%	53M	19.56	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	1.8	$576M	+493%	28M	20.69	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	1.5	$466M		2.1M	222.17	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.4	$439M	+6%	3.6M	120.72	View chart
Amazon (AMZN)	1.4	$435M	+22%	2.0M	219.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$372M	+17%	620k	601.01	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.2	$369M	+9%	1.8M	206.51	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$313M	+88%	509k	614.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$297M	+35%	1.2M	243.10	View chart
Broadcom (AVGO)	0.9	$287M	+35%	870k	329.91	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$280M		418k	669.31	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.8	$267M	-3%	1.8M	145.65	View chart
Meta Platforms Cl A (META)	0.7	$215M	+28%	293k	734.38	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.6	$206M	+7%	2.7M	76.34	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$199M	+5%	815k	243.55	View chart
Tesla Motors Call Option (TSLA)	0.6	$194M	+13%	435k	444.72	View chart
JPMorgan Chase & Co. (JPM)	0.6	$190M	+25%	602k	315.43	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$177M	+29%	377k	468.45	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$166M	+39%	329k	502.74	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$156M	+684%	1.8M	87.31	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.5	$153M	+9%	1.5M	102.87	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$147M	+6%	447k	329.05	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.5	$146M	+10%	2.1M	70.97	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.4	$142M		1.7M	81.94	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.4	$136M	+7%	2.0M	66.87	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.4	$129M		473k	273.65	View chart
Netflix (NFLX)	0.4	$127M	+11%	106k	1198.93	View chart
Palantir Technologies Cl A (PLTR)	0.4	$123M	+7%	675k	182.42	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.4	$120M	+49%	7.1M	16.90	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.4	$114M		6.1M	18.81	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$110M	-3%	290k	378.94	View chart
Costco Wholesale Corporation (COST)	0.3	$108M	+44%	117k	925.64	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.3	$104M	-4%	5.0M	20.57	View chart
Eli Lilly & Co. Put Option (LLY)	0.3	$104M	+26%	136k	763.00	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$103M	+12%	290k	355.47	View chart
Wal-Mart Stores (WMT)	0.3	$101M	+32%	978k	103.06	View chart
Abbvie (ABBV)	0.3	$99M	+9%	426k	231.54	View chart
Home Depot Put Option (HD)	0.3	$97M	+22%	240k	405.19	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$96M	+45%	128k	746.64	View chart
Oracle Corporation (ORCL)	0.3	$93M	+14%	332k	281.24	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$89M		919k	96.55	View chart
Exxon Mobil Corporation (XOM)	0.3	$88M	+17%	783k	112.75	View chart
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ)	0.3	$88M	+17%	3.5M	25.19	View chart
Ishares Tr Ibonds Dec2026 (Principal) (IBDR)	0.3	$87M	+14%	3.6M	24.30	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.3	$87M		993k	87.88	View chart
Visa Com Cl A (V)	0.3	$87M	+19%	254k	341.40	View chart
Ishares Tr Ibonds 27 Etf (Principal) (IBDS)	0.3	$87M	+13%	3.6M	24.34	View chart
Goldman Sachs (GS)	0.3	$86M	+7%	108k	796.36	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$79M	+376%	2.5M	31.91	View chart
UnitedHealth (UNH)	0.2	$77M	+12%	224k	345.30	View chart
Johnson & Johnson (JNJ)	0.2	$75M	+22%	405k	185.42	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$73M		1.3M	57.52	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$72M	+5%	258k	280.11	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$71M	-21%	859k	82.96	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$69M		143k	479.69	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.2	$67M	-4%	1.3M	49.84	View chart
Ishares Tr Russell 2000 Etf Call Option (IWM)	0.2	$66M		272k	241.96	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$65M	+15%	348k	186.63	View chart
Palo Alto Networks (PANW)	0.2	$64M	+13%	313k	203.62	View chart
Mastercard Incorporated Cl A (MA)	0.2	$63M	+20%	111k	568.87	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.2	$61M	+13%	2.4M	25.52	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$61M	+116%	927k	65.32	View chart
Eaton Corp SHS (ETN)	0.2	$60M	+26%	160k	374.25	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$59M		589k	100.25	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$58M	-20%	966k	59.92	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$57M	+611%	871k	65.92	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.2	$57M	-4%	832k	68.94	View chart
Lam Research Corp Com New (LRCX)	0.2	$57M	+7%	425k	134.14	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$56M	+8977%	627k	88.96	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.2	$55M	+7%	333k	166.10	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$55M	-15%	1.1M	50.27	View chart
McKesson Corporation (MCK)	0.2	$55M	+2%	71k	773.32	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$55M	+12%	195k	281.86	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.2	$54M	+14184%	689k	78.34	View chart
Applied Materials (AMAT)	0.2	$52M	+30%	256k	204.74	View chart
Charles Schwab Corporation (SCHW)	0.2	$51M	+8%	529k	95.47	View chart
Raytheon Technologies Corp (RTX)	0.2	$50M	+26%	301k	167.33	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$48M	+226%	344k	138.24	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$47M	-2%	335k	139.67	View chart
Essex Property Trust (ESS)	0.1	$46M		171k	270.21	View chart
Altria (MO)	0.1	$46M	+3%	684k	67.12	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$46M		377k	120.50	View chart
Caterpillar Put Option (CAT)	0.1	$45M	+19%	93k	477.15	View chart
salesforce (CRM)	0.1	$44M	+40%	187k	237.41	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$44M	+3%	109k	402.48	View chart
Cisco Systems (CSCO)	0.1	$44M	+24%	639k	68.42	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$44M	+3%	119k	365.49	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$43M	+36%	361k	118.83	View chart
Adobe Systems Incorporated (ADBE)	0.1	$43M	+20%	121k	352.75	View chart
Blackrock (BLK)	0.1	$43M	+74%	36k	1165.94	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.1	$42M	+9%	1.7M	24.72	View chart
Servicenow (NOW)	0.1	$42M	+40%	46k	920.31	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$41M	+8%	139k	294.47	View chart
Procter & Gamble Company (PG)	0.1	$40M	+17%	263k	153.65	View chart
Analog Devices (ADI)	0.1	$40M	+11%	163k	245.70	View chart
Morgan Stanley Com New (MS)	0.1	$40M	+59%	252k	158.96	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.1	$40M	-3%	765k	52.27	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$39M	+67%	154k	256.45	View chart
Vanguard World Financials Etf (VFH)	0.1	$39M	+68%	295k	131.24	View chart
McDonald's Corporation (MCD)	0.1	$38M	+49%	126k	303.89	View chart
Quanta Services Put Option (PWR)	0.1	$38M	+20%	92k	414.42	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$38M	-2%	185k	203.59	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$37M	+9%	1.3M	27.81	View chart
Chevron Corporation (CVX)	0.1	$37M	+49%	236k	155.29	View chart
Micron Technology (MU)	0.1	$36M	+18%	216k	167.32	View chart
Abbott Laboratories (ABT)	0.1	$36M	+13%	266k	133.94	View chart
American Express Company (AXP)	0.1	$35M	+45%	105k	332.16	View chart
Qualcomm (QCOM)	0.1	$34M	+27%	206k	166.36	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$34M	+49%	57k	596.83	View chart
Kla Corp Com New (KLAC)	0.1	$34M	+116%	31k	1078.63	View chart
L3harris Technologies (LHX)	0.1	$34M	+971%	111k	305.41	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.1	$34M	+3%	597k	56.47	View chart
Deere & Company (DE)	0.1	$34M	+28%	73k	458.67	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$33M	+21%	1.4M	23.47	View chart
Arista Networks Com Shs (ANET)	0.1	$33M	+40%	225k	145.71	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.1	$33M	+8%	623k	52.43	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$32M		230k	140.95	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$32M	NEW	1.2M	27.30	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$32M	+2%	322k	97.82	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$31M		150k	209.34	View chart
Merck & Co (MRK)	0.1	$31M	+52%	371k	84.41	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$31M	+22%	122k	255.06	View chart
Zimmer Holdings (ZBH)	0.1	$31M	+15%	316k	98.74	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$31M	+30%	332k	93.37	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$31M	+2%	344k	89.37	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$31M	+33%	564k	54.18	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$31M	+2%	215k	142.41	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$30M	+76%	77k	396.16	View chart
International Business Machines (IBM)	0.1	$30M	+4%	108k	282.16	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$30M		1.5M	19.43	View chart
ConocoPhillips (COP)	0.1	$30M	+16%	317k	94.59	View chart
Intuitive Surgical Com New (ISRG)	0.1	$30M	+3%	67k	447.25	View chart
Emerson Electric (EMR)	0.1	$30M	+31%	226k	131.18	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$29M	+139%	204k	143.18	View chart
Vanguard World Industrial Etf (VIS)	0.1	$29M	+67%	97k	296.30	View chart
Vanguard World Health Car Etf (VHT)	0.1	$29M	NEW	110k	259.60	View chart
Ge Aerospace Com New (GE)	0.1	$29M	+15%	95k	301.09	View chart
General Dynamics Corporation (GD)	0.1	$29M	+18%	84k	341.01	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.1	$29M		313k	91.01	View chart
Domino's Pizza (DPZ)	0.1	$28M	+7%	65k	431.72	View chart
American Tower Reit (AMT)	0.1	$28M	+9%	144k	193.88	View chart
Ge Vernova (GEV)	0.1	$28M	+16%	45k	614.92	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$27M	+113%	111k	247.12	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$27M	+73%	145k	187.73	View chart
Metropcs Communications (TMUS)	0.1	$27M	+20%	112k	239.38	View chart
TJX Companies (TJX)	0.1	$26M	+6%	183k	144.55	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$26M	+5%	275k	95.89	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$26M	+5%	137k	189.70	View chart
Intercontinental Exchange (ICE)	0.1	$26M	+39%	153k	168.48	View chart
Target Corporation (TGT)	0.1	$26M	+7%	287k	89.70	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$26M	+148%	268k	95.14	View chart
Walt Disney Company (DIS)	0.1	$25M	+33%	215k	114.50	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$24M	+13%	179k	135.99	View chart
Amgen (AMGN)	0.1	$24M	+29%	84k	282.21	View chart
Honeywell International Call Option (HON)	0.1	$23M	+88%	118k	198.40	View chart
Intuit (INTU)	0.1	$23M	-22%	34k	683.02	View chart
Nextera Energy (NEE)	0.1	$23M	+17%	304k	75.49	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$23M	+7%	92k	246.60	View chart
Uber Technologies Put Option (UBER)	0.1	$23M	+47%	231k	97.97	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$23M	+36%	395k	57.10	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$22M	+211%	114k	194.50	View chart
Thermo Fisher Scientific (TMO)	0.1	$22M	+25%	45k	485.46	View chart
Bank of America Corporation Put Option (BAC)	0.1	$22M	+11%	425k	51.59	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$22M	+4%	101k	216.65	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$22M	+836%	469k	46.32	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$22M	+23%	213k	100.70	View chart
Wells Fargo & Company (WFC)	0.1	$21M	+45%	256k	83.82	View chart
Coca-Cola Company (KO)	0.1	$21M	+23%	321k	66.74	View chart
Lockheed Martin Corporation (LMT)	0.1	$21M	+49%	43k	499.24	View chart
Philip Morris International (PM)	0.1	$21M	+4%	131k	162.20	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$21M	-4%	65k	326.36	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$21M	+17%	54k	391.65	View chart
Starbucks Corporation (SBUX)	0.1	$21M	+36%	244k	84.60	View chart
Amphenol Corp Cl A (APH)	0.1	$21M	+70%	166k	123.86	View chart
Texas Instruments Incorporated (TXN)	0.1	$21M	+30%	112k	183.73	View chart
J.B. Hunt Transport Services (JBHT)	0.1	$21M	+8%	153k	134.15	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$20M		795k	25.71	View chart
Glacier Ban (GBCI)	0.1	$20M	+2%	420k	48.67	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$20M	+3%	157k	129.72	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$20M	+78%	183k	111.22	View chart
Advanced Micro Devices Call Option (AMD)	0.1	$20M	+31%	125k	161.79	View chart
Valero Energy Corporation (VLO)	0.1	$20M	+86%	117k	170.26	View chart
Danaher Corporation (DHR)	0.1	$20M	+21%	100k	198.51	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$20M	+561%	157k	125.05	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$20M	+49%	114k	170.85	View chart
Stryker Corporation (SYK)	0.1	$20M	+7%	53k	370.51	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$19M	-10%	161k	119.51	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$19M	+67%	353k	54.09	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$19M	+897%	267k	71.37	View chart
Automatic Data Processing (ADP)	0.1	$19M	+16%	65k	294.64	View chart
RBB F/m 3 Year Inves (ZTRE)	0.1	$19M		369k	51.34	View chart
Cullen/Frost Bankers (CFR)	0.1	$19M	+4%	149k	126.77	View chart
RBB F M 10 Year Inve (ZTEN)	0.1	$19M		366k	51.51	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$19M	+96%	211k	89.37	View chart
Chubb (CB)	0.1	$19M	+33%	66k	283.22	View chart
Sherwin-Williams Company (SHW)	0.1	$19M	+2%	54k	346.26	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.1	$19M	NEW	443k	41.80	View chart
Nvent Electric SHS (NVT)	0.1	$19M		187k	98.64	View chart
Pepsi (PEP)	0.1	$18M	+31%	131k	140.44	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$18M	-4%	139k	130.28	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$18M	+159%	358k	50.47	View chart
Ishares Msci Jpn Etf New (EWJ)	0.1	$18M	+86%	225k	80.21	View chart
Ishares Tr Msci Usa Sze Ft (SIZE)	0.1	$18M	+641%	110k	160.78	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$18M	+49%	118k	148.61	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$18M	-55%	324k	53.87	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$17M		232k	73.48	View chart
Linde SHS (LIN)	0.1	$17M	+46%	36k	475.04	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$17M	+11%	94k	178.73	View chart
Cheniere Energy Com New Put Option (LNG)	0.1	$17M	+43%	71k	234.98	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$17M	+46%	254k	65.00	View chart
Booking Holdings (BKNG)	0.1	$16M	+19%	3.0k	5399.27	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$16M	+5%	113k	142.10	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$16M	-2%	212k	73.29	View chart
Marsh & McLennan Companies (MMC)	0.0	$16M		77k	201.53	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$16M	-8%	304k	51.04	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$16M	+3%	202k	76.41	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$15M	+19%	16k	968.21	View chart
Verizon Communications (VZ)	0.0	$15M	+13%	345k	43.95	View chart
Union Pacific Corporation (UNP)	0.0	$15M	+8%	64k	236.38	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$15M	+18%	646k	23.28	View chart
Sba Communications Corp Cl A (SBAC)	0.0	$15M	NEW	77k	193.35	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$15M		140k	106.49	View chart
Monster Beverage Corp (MNST)	0.0	$15M	+257%	222k	67.31	View chart
Roper Industries (ROP)	0.0	$15M	+48%	30k	498.72	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.0	$15M		700k	21.22	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$15M	+40%	69k	213.73	View chart
United Rentals (URI)	0.0	$15M		15k	954.73	View chart
Boeing Company (BA)	0.0	$15M	+11%	68k	215.84	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$15M	+7%	248k	58.72	View chart
Vanguard World Materials Etf (VAW)	0.0	$15M	+53%	71k	204.86	View chart
At&t (T)	0.0	$15M	+19%	513k	28.24	View chart
Boston Scientific Corporation (BSX)	0.0	$14M	+11%	148k	97.63	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$14M	-15%	157k	91.42	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$14M	+12%	183k	78.09	View chart
Permian Resources Corp Class A Com (PR)	0.0	$14M	-16%	1.1M	12.80	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$14M	-3%	269k	52.30	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	0.0	$14M	+32%	292k	47.55	View chart
S&p Global (SPGI)	0.0	$14M	+45%	29k	486.92	View chart
Gilead Sciences (GILD)	0.0	$14M	+77%	125k	111.00	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$14M	NEW	346k	39.61	View chart
Kkr & Co (KKR)	0.0	$14M	+50%	106k	129.95	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.0	$14M	+43%	243k	55.71	View chart
Fortinet (FTNT)	0.0	$14M	+29%	161k	84.08	View chart
Ishares Msci World Etf (URTH)	0.0	$14M	+52%	74k	181.56	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.0	$13M	+6025%	235k	57.19	View chart

Past Filings by Lido Advisors

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

Lido Advisors 2025 Q3 filed Nov. 14, 2025
Lido Advisors 2025 Q2 filed Aug. 13, 2025
Lido Advisors 2025 Q1 filed May 15, 2025
Lido Advisors 2024 Q4 filed Feb. 14, 2025
Lido Advisors 2024 Q3 filed Nov. 14, 2024
Lido Advisors 2024 Q2 filed Aug. 15, 2024
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

View all past filings

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