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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, NVDA, BSCQ, and represent 42.34% of Lido Advisors's stock portfolio.
Added to shares of these 10 stocks: SPY (+$432M), Ishares Tr (+$171M), BAPR (+$105M), BSCQ (+$98M), JPST (+$65M), IWB (+$61M), VGT (+$55M), VV (+$51M), BSCR (+$44M), XBAP (+$41M).
Started 120 new stock positions in MYMH, SOLS, KLC, CART, CRS, BAUG, IYC, PSTG, MYCI, IDU.
Reduced shares in these 10 stocks: BSCP (-$576M), IBDQ (-$88M), QQQM (-$13M), IBMN (-$9.9M), SCZ (-$9.5M), IBTF (-$7.3M), ITOT (-$6.8M), BBBS (-$6.4M), IWV (-$5.7M), IWS.
Sold out of its positions in ARIS, BAC.PL, BBBS, Brand Engagement Network, Bitwise Crypto Industry Innovators Etf, IPG, BSMP, BSJP, BSCP, IBDQ. IBHE, IBMN, IBTF, K, LAZRQ, MHO, Mr Cooper Group, SCPH, AOS, YieldMax MSTR Opt, TD, Total, Unilever, VMEO.
Lido Advisors was a net buyer of stock by $1.3B.
Lido Advisors has $34B in assets under management (AUM), dropping by 5.28%.
Central Index Key (CIK): 0001650150

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Positions held by Lido Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Lido Advisors

Lido Advisors holds 1669 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Lido Advisors has 1669 total positions. Only the first 250 positions are shown.

Sign up to view all of the Lido Advisors Dec. 31, 2025 positions
Download the Lido Advisors December 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)	27.4	$9.2B	+4%	14M	681.92	View chart
Apple (AAPL)	4.3	$1.4B		5.3M	271.91	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	3.9	$1.3B	+3%	67M	19.74	View chart
NVIDIA Corporation Put Option (NVDA)	3.4	$1.1B	+2%	6.1M	186.50	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	3.4	$1.1B	+9%	58M	19.57	View chart
Microsoft Corporation (MSFT)	3.3	$1.1B		2.3M	483.78	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	1.4	$472M		2.1M	224.67	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.4	$467M	+4%	3.8M	123.26	View chart
Amazon (AMZN)	1.4	$465M		2.0M	230.82	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.2	$395M	+4%	1.9M	212.07	View chart
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)	1.1	$385M		627k	614.31	View chart
Alphabet Cap Stk Cl A Call Option (GOOGL)	1.1	$384M		1.2M	313.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$323M		515k	627.26	View chart
Ishares Tr Core S&p500 Etf Call Option (IVV)	0.9	$313M	+9%	457k	684.94	View chart
Broadcom Put Option (AVGO)	0.9	$307M		887k	346.10	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.8	$266M	-2%	1.8M	148.69	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$260M		828k	313.80	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.6	$211M		2.7M	77.74	View chart
Tesla Motors (TSLA)	0.6	$204M	+4%	454k	449.72	View chart
Meta Platforms Cl A (META)	0.6	$200M	+3%	303k	660.09	View chart
JPMorgan Chase & Co. (JPM)	0.6	$195M		606k	322.22	View chart
Ishares Tr Rus 1000 Grw Etf Put Option (IWF)	0.5	$178M		376k	473.30	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$173M	+7%	1.9M	89.49	View chart
Ishares Tr Large Cap 10	0.5	$171M	NEW	6.7M	25.38	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$167M		332k	502.65	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$152M	+56%	201k	753.78	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.5	$152M		1.5M	102.16	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$152M		452k	335.27	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.5	$151M		2.1M	73.28	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.4	$151M		2.0M	74.28	View chart
Eli Lilly & Co. (LLY)	0.4	$147M		137k	1074.68	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.4	$143M		1.7M	82.48	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.4	$133M	+10%	7.9M	16.92	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.4	$127M	-2%	459k	276.82	View chart
Palantir Technologies Cl A (PLTR)	0.4	$122M		687k	177.75	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.4	$120M	+4%	6.4M	18.84	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$116M		292k	396.31	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.3	$110M	+6%	5.3M	20.60	View chart
Wal-Mart Stores Call Option (WMT)	0.3	$109M		981k	111.41	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$107M	-5%	276k	386.86	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.3	$105M	NEW	2.2M	47.98	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$105M	+136%	282k	372.69	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$102M	+28%	3.2M	32.18	View chart
Costco Wholesale Corporation (COST)	0.3	$102M		118k	862.34	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$101M	+51%	529k	190.99	View chart
Abbvie (ABBV)	0.3	$98M		430k	228.49	View chart
Exxon Mobil Corporation (XOM)	0.3	$96M		794k	120.34	View chart
Goldman Sachs (GS)	0.3	$96M		108k	881.19	View chart
Visa Com Cl A (V)	0.3	$91M		258k	350.71	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.3	$89M		974k	91.75	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$89M	+27%	182k	487.86	View chart
Ishares Tr Ibonds Dec2026 (Principal) (IBDR)	0.3	$87M		3.6M	24.30	View chart
Ishares Tr Ibonds 27 Etf (Principal) (IBDS)	0.3	$87M		3.6M	24.34	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$85M	-3%	885k	96.27	View chart
Johnson & Johnson (JNJ)	0.3	$84M		406k	206.95	View chart
Home Depot (HD)	0.2	$83M		240k	344.10	View chart
Taiwan Semiconductor Mfg Sponsored Ads Put Option (TSM)	0.2	$79M		261k	303.89	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$76M	+74%	629k	121.38	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$76M	+29%	1.2M	60.90	View chart
UnitedHealth (UNH)	0.2	$74M		225k	330.11	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$74M		1.3M	59.28	View chart
Lam Research Corp Com New (LRCX)	0.2	$73M		426k	171.44	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$72M		871k	82.82	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$71M	+1017%	1.4M	50.60	View chart
Ishares Tr Russell 2000 Etf Put Option (IWM)	0.2	$70M	+4%	285k	246.16	View chart
Applied Materials (AMAT)	0.2	$66M		257k	256.99	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.2	$66M		1.3M	49.19	View chart
Oracle Corporation (ORCL)	0.2	$65M		335k	194.91	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.2	$65M	+14%	382k	170.54	View chart
Mastercard Incorporated Cl A (MA)	0.2	$64M		112k	570.88	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.2	$62M		2.4M	25.51	View chart
Micron Technology (MU)	0.2	$62M		216k	285.53	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$61M		922k	66.06	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$60M		600k	99.88	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$60M	+616%	190k	314.07	View chart
McKesson Corporation (MCK)	0.2	$59M		71k	821.11	View chart
Palo Alto Networks (PANW)	0.2	$58M		314k	184.20	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$57M		859k	66.68	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.2	$57M		831k	68.94	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$56M		630k	88.96	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$56M		701k	79.53	View chart
Raytheon Technologies Corp (RTX)	0.2	$56M		303k	183.40	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$55M		1.1M	50.27	View chart
Caterpillar (CAT)	0.2	$54M		94k	572.87	View chart
Charles Schwab Corporation (SCHW)	0.2	$53M		533k	99.91	View chart
Cisco Systems (CSCO)	0.2	$53M	+7%	685k	77.03	View chart
Eaton Corp SHS (ETN)	0.2	$51M		161k	318.51	View chart
salesforce (CRM)	0.2	$51M	+2%	192k	266.20	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$47M	-2%	337k	139.21	View chart
Morgan Stanley Com New (MS)	0.1	$45M		256k	177.53	View chart
Essex Property Trust (ESS)	0.1	$45M		171k	261.68	View chart
Analog Devices (ADI)	0.1	$45M		164k	271.20	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$44M	-5%	358k	121.75	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$43M	-3%	105k	411.91	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.1	$43M		1.7M	24.77	View chart
Vanguard World Financials Etf (VFH)	0.1	$42M	+8%	321k	132.16	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$42M	-10%	301k	140.85	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$42M	+49%	290k	143.97	View chart
Adobe Systems Incorporated (ADBE)	0.1	$42M		119k	349.99	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$41M	+35%	765k	53.88	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.1	$41M	NEW	1.1M	38.67	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$41M		141k	290.22	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.1	$41M	NEW	506k	80.28	View chart
Altria (MO)	0.1	$40M		685k	58.71	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.1	$40M		764k	52.27	View chart
American Express Company (AXP)	0.1	$40M	+2%	108k	369.95	View chart
Merck & Co (MRK)	0.1	$39M		372k	106.11	View chart
Blackrock (BLK)	0.1	$39M		36k	1070.35	View chart
Quanta Services (PWR)	0.1	$39M		92k	422.06	View chart
McDonald's Corporation (MCD)	0.1	$39M		127k	305.63	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$38M		182k	210.34	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$38M		153k	250.29	View chart
Kla Corp Com New (KLAC)	0.1	$38M		32k	1215.00	View chart
Procter & Gamble Company (PG)	0.1	$38M		266k	143.31	View chart
Intuitive Surgical Com New (ISRG)	0.1	$38M		66k	566.36	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$37M	+13%	261k	143.52	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$37M	+18%	144k	256.29	View chart
Chevron Corporation (CVX)	0.1	$36M		238k	152.41	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$36M		1.3M	26.89	View chart
Qualcomm (QCOM)	0.1	$36M		209k	171.05	View chart
Deere & Company (DE)	0.1	$34M		74k	467.19	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$33M		1.4M	23.46	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.1	$33M		624k	53.11	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$33M	+19%	174k	190.50	View chart
Abbott Laboratories (ABT)	0.1	$33M		264k	125.29	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.1	$33M		598k	55.22	View chart
L3harris Technologies (LHX)	0.1	$33M		112k	293.60	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$33M		1.2M	27.37	View chart
International Business Machines (IBM)	0.1	$33M	+2%	111k	296.21	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$33M	+8%	83k	395.20	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$33M	-4%	55k	600.49	View chart
Vanguard World Health Car Etf (VHT)	0.1	$32M	+5%	117k	272.34	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$32M		322k	98.32	View chart
Ishares Tr Msci Eafe Etf Put Option (EFA)	0.1	$32M		328k	96.03	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$31M		150k	209.34	View chart
Vanguard World Industrial Etf (VIS)	0.1	$31M	+6%	103k	297.18	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$30M	+3325%	236k	129.07	View chart
Emerson Electric (EMR)	0.1	$30M		226k	132.71	View chart
Arista Networks Com Shs (ANET)	0.1	$30M		228k	131.03	View chart
ConocoPhillips (COP)	0.1	$30M		319k	93.61	View chart
J.B. Hunt Transport Services (JBHT)	0.1	$30M		153k	194.31	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$30M	-5%	324k	92.01	View chart
Ge Aerospace Com New (GE)	0.1	$29M		95k	308.38	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$29M		1.5M	19.01	View chart
Ge Vernova (GEV)	0.1	$29M		44k	653.56	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.1	$28M		312k	91.01	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$28M	-4%	204k	138.74	View chart
General Dynamics Corporation (GD)	0.1	$28M		84k	336.69	View chart
TJX Companies (TJX)	0.1	$28M		183k	153.61	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$28M	+4%	288k	96.89	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$28M	+2469%	390k	71.27	View chart
Zimmer Holdings Put Option (ZBH)	0.1	$28M	-2%	307k	89.92	View chart
Domino's Pizza (DPZ)	0.1	$27M		66k	416.82	View chart
Amgen (AMGN)	0.1	$27M		83k	327.31	View chart
Advanced Micro Devices (AMD)	0.1	$27M		126k	214.16	View chart
Target Corporation (TGT)	0.1	$27M	-4%	273k	97.75	View chart
Thermo Fisher Scientific (TMO)	0.1	$27M		46k	579.88	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$26M	+2%	274k	94.16	View chart
Bank of America Corporation (BAC)	0.1	$26M	+10%	468k	55.00	View chart
Netflix Call Option (NFLX)	0.1	$26M	+157%	272k	93.76	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$26M	-2%	133k	191.56	View chart
American Tower Reit (AMT)	0.1	$25M		143k	177.27	View chart
Nextera Energy (NEE)	0.1	$25M	+3%	314k	80.28	View chart
Intercontinental Exchange (ICE)	0.1	$25M		153k	161.96	View chart
Wells Fargo & Company Call Option (WFC)	0.1	$25M	+3%	265k	93.20	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$24M		54k	453.34	View chart
Walt Disney Company (DIS)	0.1	$24M		212k	114.52	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$24M	NEW	553k	43.71	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$24M	-2%	174k	138.16	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$24M	+5811%	210k	113.92	View chart
Vaneck Etf Trust Semiconductr Etf Put Option (SMH)	0.1	$23M		65k	360.13	View chart
Honeywell International (HON)	0.1	$23M		119k	195.09	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$23M	+2%	403k	57.67	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$23M	-6%	87k	268.30	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$23M		205k	113.09	View chart
Danaher Corporation (DHR)	0.1	$23M		101k	229.24	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$23M		115k	198.61	View chart
Coca-Cola Company (KO)	0.1	$23M	+2%	327k	69.91	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$23M	+3%	104k	219.78	View chart
Metropcs Communications (TMUS)	0.1	$23M		111k	203.04	View chart
Amphenol Corp Cl A (APH)	0.1	$23M		166k	135.38	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$22M		476k	46.86	View chart
Intuit (INTU)	0.1	$22M		34k	662.42	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$22M		216k	100.69	View chart
Philip Morris International (PM)	0.1	$22M		134k	161.87	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$22M	+4%	164k	131.60	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$22M		157k	136.74	View chart
Chubb (CB)	0.1	$21M		67k	313.09	View chart
Lockheed Martin Corporation (LMT)	0.1	$21M		43k	483.67	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$21M		799k	25.99	View chart
Starbucks Corporation (SBUX)	0.1	$21M		244k	84.21	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$21M		185k	110.67	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$20M	+4%	122k	160.95	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$19M		271k	71.62	View chart
Texas Instruments Incorporated (TXN)	0.1	$19M		111k	173.49	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.1	$19M		443k	43.54	View chart
Uber Technologies (UBER)	0.1	$19M		236k	81.71	View chart
Valero Energy Corporation (VLO)	0.1	$19M		118k	162.78	View chart
Pepsi (PEP)	0.1	$19M		132k	144.94	View chart
Nvent Electric SHS (NVT)	0.1	$19M		188k	101.97	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$19M		353k	53.88	View chart
Cullen/Frost Bankers (CFR)	0.1	$19M		150k	126.63	View chart
Sba Communications Corp Cl A (SBAC)	0.1	$19M	+26%	98k	193.43	View chart
RBB F/m 3 Year Inves (ZTRE)	0.1	$19M		369k	51.25	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		212k	88.26	View chart
Glacier Ban (GBCI)	0.1	$19M		420k	44.18	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$19M		229k	80.74	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$19M	+4%	338k	54.77	View chart
Stryker Corporation (SYK)	0.1	$19M		52k	352.35	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$18M		139k	130.30	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$18M		357k	50.49	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$18M	-6%	149k	119.35	View chart
Ishares Tr Msci Usa Sze Ft (SIZE)	0.1	$18M		110k	161.58	View chart
Servicenow Call Option (NOW)	0.1	$18M	+150%	114k	153.19	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$17M	+630%	343k	50.66	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$17M		112k	154.17	View chart
Sherwin-Williams Company (SHW)	0.1	$17M		53k	324.03	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$17M	+36%	347k	49.65	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$17M		16k	1069.86	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$17M		232k	73.40	View chart
Monster Beverage Corp (MNST)	0.1	$17M		222k	76.67	View chart
Automatic Data Processing (ADP)	0.0	$17M		65k	258.95	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$17M	NEW	459k	36.22	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$17M	NEW	353k	47.08	View chart
Spdr Series Trust State Street Spd (SPYG)	0.0	$16M	+24%	154k	106.70	View chart
Booking Holdings (BKNG)	0.0	$16M		3.0k	5355.25	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$16M	+14%	209k	77.89	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$16M	+6%	691k	23.33	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$16M		113k	141.80	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$16M	+9%	76k	211.24	View chart
Permian Resources Corp Class A Com (PR)	0.0	$16M		1.1M	14.03	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$16M		213k	73.29	View chart
Gilead Sciences (GILD)	0.0	$16M		127k	122.74	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$16M	+22%	272k	56.81	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$15M	-45%	61k	252.72	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.0	$15M		712k	21.20	View chart
Linde SHS (LIN)	0.0	$15M		35k	426.38	View chart
Union Pacific Corporation (UNP)	0.0	$15M		65k	231.32	View chart
S&p Global (SPGI)	0.0	$15M		28k	522.60	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$15M		139k	106.74	View chart
Boeing Company (BA)	0.0	$15M		68k	217.12	View chart
Intel Corporation (INTC)	0.0	$15M		396k	36.90	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$15M	-6%	284k	50.94	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	0.0	$14M		294k	49.00	View chart
Vanguard World Materials Etf (VAW)	0.0	$14M	-2%	69k	206.42	View chart
Marsh & McLennan Companies	0.0	$14M		76k	185.52	View chart
Citigroup Com New (C)	0.0	$14M		121k	116.69	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$14M		341k	41.28	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$14M		269k	52.30	View chart

Past Filings by Lido Advisors

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

Lido Advisors 2025 Q4 filed Feb. 10, 2026
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

View all past filings

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