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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, BSCQ, BSCP, AAPL, MSFT, and represent 48.45% of Lido Advisors's stock portfolio.
Added to shares of these 10 stocks: BSCQ (+$207M), ITOT (+$204M), IVV (+$140M), IWY (+$118M), USMF (+$116M), DGRW (+$115M), IVW (+$105M), IVE (+$86M), IWV (+$78M), EPS (+$76M).
Started 143 new stock positions in SE, TGTX, ACI, BUR, ILCG, CYBR, QQQI, MGV, NETZ, ACLS.
Reduced shares in these 10 stocks: Bsco etf (-$625M), SPY (-$534M), TRV (-$221M), RTX (-$71M), QQQ (-$64M), EW (-$34M), PLTR (-$34M), LAD (-$32M), Lam Research Corporation (-$25M), TSLA (-$24M).
Sold out of its positions in NLY, APA, ANET, BBDO, BKN, BlackRock, HRB, BURL, CF, CPB.
Lido Advisors was a net buyer of stock by $1.1B.
Lido Advisors has $22B in assets under management (AUM), dropping by 7.03%.
Central Index Key (CIK): 0001650150

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Portfolio Holdings for Lido Advisors

Lido Advisors holds 1321 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Lido Advisors has 1321 total positions. Only the first 250 positions are shown.

Sign up to view all of the Lido Advisors Dec. 31, 2024 positions
Download the Lido Advisors December 2024 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)	31.6	$6.9B	-7%	12M	586.08	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	5.5	$1.2B	+20%	63M	19.43	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	4.5	$989M	+4%	48M	20.65	View chart
Apple Put Option (AAPL)	4.3	$946M	+7%	3.8M	250.42	View chart
Microsoft Corporation Put Option (MSFT)	2.5	$543M	+8%	1.3M	421.50	View chart
NVIDIA Corporation Put Option (NVDA)	2.3	$511M		3.8M	134.29	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	1.6	$361M		2.0M	184.89	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.4	$318M	+49%	3.1M	101.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.2	$270M	+46%	1.4M	190.88	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$257M	+121%	436k	588.76	View chart
Amazon (AMZN)	1.1	$248M	+15%	1.1M	219.39	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.1	$243M	+519%	1.9M	128.62	View chart
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)	1.0	$229M	-21%	448k	511.23	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.7	$158M		2.3M	68.68	View chart
Meta Platforms Cl A (META)	0.7	$150M	+2%	255k	585.51	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.6	$135M		1.4M	97.46	View chart
Broadcom (AVGO)	0.6	$130M	+17%	560k	231.84	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$129M	+34%	677k	190.44	View chart
Alphabet Cap Stk Cl A Call Option (GOOGL)	0.5	$120M	+7%	633k	189.30	View chart
Tesla Motors Put Option (TSLA)	0.5	$119M	-16%	296k	403.84	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.5	$119M	+5%	1.8M	65.35	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.5	$118M	+49307%	501k	235.27	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$117M		405k	289.81	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.5	$116M	NEW	2.3M	49.68	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.5	$115M	NEW	1.4M	80.93	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$113M	+9%	210k	538.82	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.5	$108M	+3%	1.5M	70.31	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.5	$105M		5.2M	20.13	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.5	$100M	+2%	1.7M	58.70	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$91M	+8%	200k	453.28	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.4	$89M	+691%	267k	334.26	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$82M	+35%	204k	401.58	View chart
JPMorgan Chase & Co. Call Option (JPM)	0.4	$82M	+22%	341k	239.71	View chart
UnitedHealth (UNH)	0.4	$81M	+12%	161k	505.86	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$80M	+561%	907k	88.40	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.3	$76M	NEW	1.2M	61.18	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.3	$76M	+18240%	1.5M	50.32	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.3	$76M	NEW	956k	79.03	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$69M	+5708%	2.5M	27.87	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.3	$68M	+382%	3.7M	18.34	View chart
Netflix Call Option (NFLX)	0.3	$63M	+6%	71k	891.32	View chart
Abbvie Put Option (ABBV)	0.3	$63M	+3%	352k	177.70	View chart
Ishares Tr Russell 2000 Etf Put Option (IWM)	0.3	$62M	+45%	282k	220.96	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$61M	+51%	1.2M	49.96	View chart
Home Depot (HD)	0.3	$60M	+5%	155k	388.99	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$59M	+367%	244k	242.13	View chart
Procter & Gamble Company (PG)	0.3	$58M	+98%	348k	167.65	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$57M	-8%	592k	96.90	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.3	$57M	+3%	1.2M	49.43	View chart
Goldman Sachs (GS)	0.3	$56M	+29%	98k	573.00	View chart
Exxon Mobil Corporation Call Option (XOM)	0.3	$56M	+8%	520k	107.57	View chart
Eli Lilly & Co. (LLY)	0.2	$52M	+30%	68k	772.00	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$50M	+6%	288k	172.42	View chart
Essex Property Trust (ESS)	0.2	$48M		170k	285.44	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$47M	+2%	76k	621.80	View chart
Ishares Tr Ibonds Dec2026 (Principal) (IBDR)	0.2	$47M	+37%	1.9M	24.07	View chart
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ)	0.2	$46M	+23%	1.8M	25.05	View chart
Ishares Tr Ibonds 27 Etf (Principal) (IBDS)	0.2	$46M	+39%	1.9M	23.96	View chart
Qualcomm Call Option (QCOM)	0.2	$45M	+175%	293k	153.62	View chart
Visa Com Cl A (V)	0.2	$43M	+13%	137k	316.04	View chart
Costco Wholesale Corporation (COST)	0.2	$42M	+9%	46k	916.27	View chart
Johnson & Johnson (JNJ)	0.2	$42M		288k	144.62	View chart
Taiwan Semiconductor Mfg Sponsored Ads Put Option (TSM)	0.2	$42M	+13%	210k	197.49	View chart
Altria (MO)	0.2	$41M	-31%	776k	53.31	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.2	$40M	+2%	1.7M	23.84	View chart
Walt Disney Company (DIS)	0.2	$39M	-20%	346k	111.85	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$38M	+694%	296k	129.34	View chart
Palo Alto Networks (PANW)	0.2	$38M	+112%	210k	181.96	View chart
Adobe Systems Incorporated (ADBE)	0.2	$38M	+9%	85k	444.68	View chart
salesforce Call Option (CRM)	0.2	$37M		112k	334.33	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.2	$37M	NEW	257k	144.71	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$37M	+2462%	320k	115.55	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$37M	-13%	768k	47.82	View chart
Mastercard Incorporated Cl A Call Option (MA)	0.2	$36M	+14%	68k	526.57	View chart
McKesson Corporation (MCK)	0.2	$36M	+6%	63k	570.38	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$35M	+427%	208k	169.30	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$35M		727k	48.33	View chart
Wal-Mart Stores (WMT)	0.2	$35M	-8%	385k	90.52	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$33M	+110%	288k	115.22	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$33M	+4%	1.2M	27.02	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$31M	+73%	624k	49.86	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$31M	-2%	163k	189.98	View chart
Charles Schwab Corporation Call Option (SCHW)	0.1	$31M	+7%	415k	74.01	View chart
Domino's Pizza (DPZ)	0.1	$30M	+3295%	72k	419.76	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$29M	+53%	1.2M	24.90	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$29M	+1906%	281k	103.30	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$28M	-3%	121k	232.52	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$28M	+54%	107k	264.13	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$28M	+12%	221k	127.59	View chart
Intuitive Surgical Com New Put Option (ISRG)	0.1	$28M	-26%	54k	521.96	View chart
Target Corporation (TGT)	0.1	$28M	-42%	207k	135.18	View chart
Palantir Technologies Cl A (PLTR)	0.1	$28M	-55%	365k	75.67	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$27M		208k	131.76	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$27M	+326%	66k	410.44	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.1	$27M	+4%	549k	48.77	View chart
Oracle Corporation (ORCL)	0.1	$27M	+10%	159k	166.64	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$27M	+28%	1.3M	19.61	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$26M	+181%	142k	185.13	View chart
Applied Materials (AMAT)	0.1	$26M	+33%	162k	162.63	View chart
Servicenow (NOW)	0.1	$26M	-18%	24k	1060.12	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$26M	+13%	286k	89.33	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.1	$25M	+4%	526k	48.19	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$25M	+163%	405k	62.31	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$25M	-3%	259k	96.81	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$25M	-47%	275k	90.93	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$25M	-47%	198k	124.96	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$25M	+12%	301k	81.98	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	0.1	$25M	NEW	480k	51.23	View chart
Accenture Plc Ireland Shs Class A Call Option (ACN)	0.1	$25M	+20%	70k	351.79	View chart
Constellation Brands Cl A (STZ)	0.1	$24M	+33%	109k	221.00	View chart
Advanced Micro Devices (AMD)	0.1	$24M	+10%	199k	120.80	View chart
Analog Devices (ADI)	0.1	$23M		109k	212.46	View chart
International Business Machines (IBM)	0.1	$23M	+22%	104k	219.83	View chart
Intuit (INTU)	0.1	$23M	+3%	36k	628.50	View chart
Bank of America Corporation (BAC)	0.1	$23M	+74%	511k	43.95	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$22M	+34%	39k	571.07	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$22M	NEW	376k	58.51	View chart
American Tower Reit (AMT)	0.1	$22M	+6%	117k	184.99	View chart
Eaton Corp SHS (ETN)	0.1	$21M	+11%	64k	331.87	View chart
Emerson Electric (EMR)	0.1	$21M	+69%	170k	123.93	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$21M	-5%	179k	117.48	View chart
Cisco Systems (CSCO)	0.1	$21M	+10%	349k	59.20	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$21M	NEW	254k	81.25	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$21M	+276%	163k	126.75	View chart
Chevron Corporation Put Option (CVX)	0.1	$20M	+16%	141k	144.84	View chart
Raytheon Technologies Corp Call Option (RTX)	0.1	$20M	-77%	176k	115.72	View chart
Lam Research Corp Com New (LRCX)	0.1	$20M	NEW	279k	72.46	View chart
J.B. Hunt Transport Services (JBHT)	0.1	$20M	+6%	118k	170.67	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$20M	+35%	187k	106.55	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$20M	-4%	166k	117.50	View chart
RBB F/m 3 Year Inves (ZTRE)	0.1	$19M	+6%	383k	50.24	View chart
Micron Technology Put Option (MU)	0.1	$19M	+32%	226k	84.16	View chart
Union Pacific Corporation (UNP)	0.1	$19M	+88%	83k	228.04	View chart
ConocoPhillips (COP)	0.1	$18M	+149%	185k	99.17	View chart
General Dynamics Corporation (GD)	0.1	$18M	-20%	70k	263.47	View chart
Cullen/Frost Bankers (CFR)	0.1	$18M	+9%	136k	134.25	View chart
American Express Company Put Option (AXP)	0.1	$18M	-11%	62k	296.79	View chart
Caterpillar (CAT)	0.1	$18M		50k	362.76	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$18M	+408%	794k	22.70	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.1	$18M	+22%	885k	20.35	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$18M	-2%	358k	50.13	View chart
Vanguard World Financials Etf (VFH)	0.1	$18M	+4%	152k	118.07	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$18M	-12%	102k	175.23	View chart
Deere & Company (DE)	0.1	$18M		42k	425.32	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$18M		90k	195.83	View chart
Boeing Company (BA)	0.1	$17M	+122%	98k	177.00	View chart
Abbott Laboratories (ABT)	0.1	$17M	+8%	150k	113.11	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$17M	-7%	235k	70.00	View chart
Merck & Co (MRK)	0.1	$16M	+6%	162k	100.29	View chart
Marsh & McLennan Companies Call Option (MMC)	0.1	$16M	+70%	77k	212.41	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$16M	-9%	140k	115.18	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$16M	-3%	279k	57.41	View chart
Amgen Put Option (AMGN)	0.1	$16M	+20%	61k	260.64	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$16M	+5%	42k	375.38	View chart
TJX Companies (TJX)	0.1	$16M	+20%	129k	120.81	View chart
RBB F M 10 Year Inve (ZTEN)	0.1	$15M	+7%	309k	49.53	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$15M	+79%	662k	22.80	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.1	$15M	NEW	180k	83.58	View chart
Novo-nordisk A S Adr Call Option (NVO)	0.1	$15M		174k	86.02	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$15M	+1887%	290k	50.97	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$15M	+3%	61k	240.28	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$15M	-10%	220k	67.03	View chart
McDonald's Corporation (MCD)	0.1	$15M	+26%	50k	289.89	View chart
Texas Pacific Land Corp (TPL)	0.1	$14M	-18%	13k	1105.96	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$14M	-26%	129k	108.61	View chart
Nextera Energy (NEE)	0.1	$14M		195k	71.69	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$14M	+10%	163k	85.84	View chart
Vaneck Etf Trust Semiconductr Etf Put Option (SMH)	0.1	$14M	-8%	57k	242.17	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$14M	-4%	277k	49.74	View chart
Pepsi (PEP)	0.1	$14M	+2%	89k	153.42	View chart
Vanguard World Health Car Etf (VHT)	0.1	$14M	+6%	53k	253.69	View chart
At&t (T)	0.1	$13M	-7%	586k	22.77	View chart
United Parcel Service CL B (UPS)	0.1	$13M	+17%	106k	126.10	View chart
Vertex Pharmaceuticals Incorporated Put Option (VRTX)	0.1	$13M	+28%	33k	402.70	View chart
Danaher Corporation Call Option (DHR)	0.1	$13M	-7%	58k	229.55	View chart
Texas Instruments Incorporated Put Option (TXN)	0.1	$13M	+3%	70k	187.51	View chart
Thermo Fisher Scientific (TMO)	0.1	$13M	+12%	25k	520.63	View chart
Booking Holdings (BKNG)	0.1	$13M	-14%	2.6k	4968.41	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$13M	+6%	146k	89.08	View chart
Kla Corp Com New Put Option (KLAC)	0.1	$13M	+171%	21k	630.12	View chart
Blackrock (BLK)	0.1	$13M	NEW	12k	1025.11	View chart
Stryker Corporation (SYK)	0.1	$13M	-29%	35k	360.88	View chart
Starbucks Corporation Call Option (SBUX)	0.1	$13M	+6%	140k	91.25	View chart
Coca-Cola Company Put Option (KO)	0.1	$13M	+4%	204k	62.26	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$13M	-2%	175k	71.91	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$13M	-32%	93k	135.37	View chart
Vanguard World Industrial Etf (VIS)	0.1	$13M	+5%	50k	254.39	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$13M	+3%	300k	41.82	View chart
Arista Networks Com Shs Put Option	0.1	$13M	NEW	114k	110.53	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$13M	+14%	317k	39.37	View chart
3M Company Put Option (MMM)	0.1	$12M	+78%	96k	129.09	View chart
Boston Scientific Corporation (BSX)	0.1	$12M	+10%	135k	89.32	View chart
Sherwin-Williams Company (SHW)	0.1	$12M	+16%	35k	339.93	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$12M	+96%	628k	18.50	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$12M	+30%	88k	131.29	View chart
Alibaba Group Hldg Sponsored Ads Call Option (BABA)	0.1	$11M	+60%	135k	84.79	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$11M	+992%	150k	74.73	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$11M	+5%	72k	154.96	View chart
Philip Morris International Put Option (PM)	0.1	$11M	+2%	93k	120.35	View chart
Verizon Communications (VZ)	0.1	$11M	-4%	275k	39.99	View chart
Permian Resources Corp Class A Com (PR)	0.0	$11M	-43%	759k	14.38	View chart
Fifth Third Ban (FITB)	0.0	$11M	+170%	255k	42.65	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$11M	+65%	107k	100.32	View chart
Nvent Electric SHS (NVT)	0.0	$11M	+3%	156k	68.16	View chart
Automatic Data Processing (ADP)	0.0	$10M	+35%	35k	294.30	View chart
Lockheed Martin Corporation Call Option (LMT)	0.0	$10M	-3%	21k	485.94	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$10M	-8%	114k	88.79	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$10M	-13%	194k	52.16	View chart
Metropcs Communications (TMUS)	0.0	$10M		46k	220.72	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$9.9M	+113%	134k	74.02	View chart
Crowdstrike Hldgs Cl A Put Option (CRWD)	0.0	$9.9M	+427%	29k	342.16	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$9.9M	-20%	72k	137.57	View chart
Tractor Supply Company (TSCO)	0.0	$9.8M	+10685%	185k	53.05	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$9.7M	-11%	97k	100.12	View chart
Citigroup Com New (C)	0.0	$9.7M	+432%	138k	70.39	View chart
Wells Fargo & Company (WFC)	0.0	$9.7M		137k	70.24	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$9.5M	+14%	487k	19.48	View chart
Morgan Stanley Com New (MS)	0.0	$9.5M	+8%	76k	125.72	View chart
Garmin SHS (GRMN)	0.0	$9.5M	+1078%	46k	206.26	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$9.3M	+20%	29k	322.17	View chart
Sempra Energy (SRE)	0.0	$9.0M	+567%	102k	88.34	View chart
Pfizer (PFE)	0.0	$8.9M	-4%	335k	26.53	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$8.9M	+499%	383k	23.18	View chart
Welltower Inc Com reit (WELL)	0.0	$8.8M	+538%	70k	126.03	View chart
Expedia Group Com New (EXPE)	0.0	$8.8M	+3050%	47k	186.33	View chart
Illinois Tool Works (ITW)	0.0	$8.6M	+3%	34k	255.05	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$8.6M	-6%	54k	159.52	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.0	$8.4M	-6%	358k	23.32	View chart
Ge Aerospace Com New Put Option (GE)	0.0	$8.3M	+16%	50k	166.79	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$8.3M	+22%	74k	112.26	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$8.3M	-9%	40k	206.90	View chart
Marvell Technology (MRVL)	0.0	$8.3M		75k	110.44	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$8.2M	-5%	109k	75.61	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$8.2M	+4%	39k	211.38	View chart
Vanguard World Materials Etf (VAW)	0.0	$8.2M		43k	187.84	View chart
Targa Res Corp (TRGP)	0.0	$8.1M	+1983%	46k	178.50	View chart
Dupont De Nemours (DD)	0.0	$8.1M	+452%	107k	76.25	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.0	$8.1M	+338%	377k	21.36	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$8.0M	NEW	161k	50.15	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$8.0M	+22%	140k	57.31	View chart
Lowe's Companies Put Option (LOW)	0.0	$8.0M	-42%	33k	246.80	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$8.0M	+19%	94k	85.66	View chart
Honeywell International Put Option (HON)	0.0	$8.0M	+11%	35k	225.89	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.0	$7.9M		130k	60.59	View chart
Schlumberger Com Stk Put Option (SLB)	0.0	$7.9M	+21%	205k	38.34	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.0	$7.8M		85k	92.51	View chart
ON Semiconductor Put Option (ON)	0.0	$7.8M	+1666%	124k	63.05	View chart
Ares Capital Corporation (ARCC)	0.0	$7.7M	+16%	354k	21.89	View chart
Zebra Technologies Corporati Cl A (ZBRA)	0.0	$7.7M	+2042%	20k	386.22	View chart
News Corp Cl A (NWSA)	0.0	$7.5M	-5%	273k	27.54	View chart

Past Filings by Lido Advisors

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

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
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

View all past filings

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