Lido Advisors
Latest statistics and disclosures from Lido Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, BSCP, BSCQ, AAPL, BSCO, and represent 53.19% of Lido Advisors's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$361M), BSCQ (+$258M), BSCP (+$48M), MSFT (+$42M), AAPL (+$37M), SRLN (+$19M), CRM (+$18M), XLI (+$17M), LLY (+$16M), JPM (+$14M).
- Started 81 new stock positions in FIZZ, BSCT, CGMS, FPE, SNV, MSTR, SHYG, CDZI, ICVT, PR.
- Reduced shares in these 10 stocks: SPY (-$328M), BSCO (-$84M), XLY (-$18M), PANW (-$13M), LMT (-$13M), SHY (-$12M), MO (-$11M), ANET (-$10M), MPWR (-$9.2M), HLT (-$8.7M).
- Sold out of its positions in ARKK, American Equity Investment Life Holding, AFG, AMH, NLY, APPF, ARCB, APAM, BALL, BANC.
- Lido Advisors was a net buyer of stock by $722M.
- Lido Advisors has $18B in assets under management (AUM), dropping by 5.69%.
- Central Index Key (CIK): 0001650150
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Portfolio Holdings for Lido Advisors
Lido Advisors holds 1214 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Lido Advisors has 1214 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Lido Advisors June 30, 2024 positions
- Download the Lido Advisors June 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 36.1 | $6.5B | -4% | 12M | 545.98 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 5.5 | $984M | +5% | 48M | 20.45 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 4.1 | $738M | +53% | 39M | 19.18 |
|
| Apple (AAPL) | 3.8 | $683M | +5% | 3.2M | 210.62 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 3.7 | $664M | -11% | 32M | 21.06 |
|
| Microsoft Corporation Put Option (MSFT) | 2.7 | $476M | +9% | 1.1M | 446.95 |
|
| NVIDIA Corporation (NVDA) | 2.2 | $399M | +951% | 3.2M | 123.54 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 1.8 | $318M | +3% | 1.9M | 171.52 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.3 | $239M | +2% | 2.6M | 92.54 |
|
| Amazon Call Option (AMZN) | 0.9 | $169M | +9% | 877k | 193.25 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $144M | +9% | 301k | 479.87 |
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.8 | $137M | +3% | 2.4M | 57.94 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.7 | $133M | +4% | 1.9M | 68.60 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $118M | +4% | 215k | 547.23 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $114M | +5% | 625k | 182.01 |
|
| Vanguard Index Fds S&p 500 Etf Shs Put Option (VOO) | 0.6 | $111M | 221k | 500.13 |
|
|
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.6 | $104M | +4% | 1.3M | 81.01 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.6 | $103M | +12% | 5.1M | 19.95 |
|
| Alphabet Cap Stk Cl A Put Option (GOOGL) | 0.6 | $101M | +7% | 553k | 182.15 |
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.5 | $97M | +3% | 1.5M | 65.37 |
|
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.5 | $97M | +3% | 1.9M | 52.23 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $91M | -3% | 337k | 268.46 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $89M | +11% | 483k | 183.42 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $74M | +13% | 182k | 406.80 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $74M | -10% | 761k | 97.07 |
|
| UnitedHealth (UNH) | 0.4 | $70M | +5% | 137k | 509.26 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $63M | +29% | 312k | 202.26 |
|
| Meta Platforms Cl A (META) | 0.3 | $62M | +7% | 123k | 504.23 |
|
| Tesla Motors (TSLA) | 0.3 | $62M | +2% | 312k | 197.88 |
|
| Fidelity Covington Trust Consmr Staples (FSTA) | 0.3 | $58M | +3% | 1.2M | 47.40 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $55M | +3% | 152k | 364.51 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $55M | +42% | 61k | 905.38 |
|
| Abbvie (ABBV) | 0.3 | $55M | -8% | 320k | 171.52 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $54M | +28% | 472k | 115.12 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $50M | -4% | 1.0M | 49.42 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $50M | 219k | 226.23 |
|
|
| Home Depot (HD) | 0.3 | $49M | 141k | 344.24 |
|
|
| Altria (MO) | 0.3 | $48M | -18% | 1.0M | 46.44 |
|
| Essex Property Trust (ESS) | 0.3 | $46M | 169k | 274.65 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $44M | +2% | 493k | 88.11 |
|
| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.2 | $42M | +2% | 1.7M | 25.09 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $42M | +30% | 50k | 849.99 |
|
| Walt Disney Company Put Option (DIS) | 0.2 | $42M | +32% | 422k | 99.29 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $41M | -9% | 74k | 555.54 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $41M | +4% | 360k | 113.46 |
|
| Johnson & Johnson (JNJ) | 0.2 | $40M | 272k | 146.16 |
|
|
| Netflix (NFLX) | 0.2 | $40M | +9% | 59k | 674.88 |
|
| Applied Materials (AMAT) | 0.2 | $35M | +44% | 150k | 235.99 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $35M | +5% | 296k | 118.78 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $35M | +7% | 61k | 577.35 |
|
| Goldman Sachs (GS) | 0.2 | $34M | -12% | 75k | 452.32 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $34M | +18% | 166k | 202.89 |
|
| McKesson Corporation (MCK) | 0.2 | $33M | +17% | 56k | 584.65 |
|
| Visa Com Cl A Put Option (V) | 0.2 | $32M | +2% | 123k | 262.47 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $32M | +14% | 259k | 123.80 |
|
| Servicenow (NOW) | 0.2 | $31M | +45% | 40k | 786.68 |
|
| Palo Alto Networks (PANW) | 0.2 | $31M | -29% | 91k | 339.00 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $30M | 738k | 41.11 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $30M | +5% | 172k | 174.19 |
|
| Procter & Gamble Company (PG) | 0.2 | $29M | 174k | 164.92 |
|
|
| Micron Technology (MU) | 0.2 | $28M | +36% | 214k | 131.53 |
|
| Advanced Micro Devices (AMD) | 0.2 | $28M | +12% | 171k | 162.21 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $27M | +12% | 62k | 441.16 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $27M | -2% | 160k | 169.34 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $27M | -3% | 323k | 82.27 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $27M | 360k | 73.69 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $27M | +17% | 391k | 67.71 |
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.1 | $26M | +4% | 1.0M | 25.34 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $26M | +194% | 213k | 121.87 |
|
| Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ) | 0.1 | $26M | +38% | 1.0M | 24.86 |
|
| salesforce (CRM) | 0.1 | $26M | +209% | 101k | 257.10 |
|
| Eaton Corp SHS (ETN) | 0.1 | $25M | +54% | 81k | 313.55 |
|
| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.1 | $25M | +3% | 510k | 49.43 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $25M | -6% | 222k | 112.63 |
|
| Danaher Corporation (DHR) | 0.1 | $25M | 100k | 250.12 |
|
|
| Target Corporation (TGT) | 0.1 | $25M | -13% | 168k | 148.04 |
|
| Lam Research Corporation (LRCX) | 0.1 | $25M | +5% | 23k | 1066.85 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $24M | -4% | 284k | 85.66 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $24M | +6% | 54k | 444.85 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $23M | -4% | 196k | 118.60 |
|
| Analog Devices (ADI) | 0.1 | $23M | -4% | 102k | 228.26 |
|
| Ishares Tr Ibonds Dec24 Etf (Principal) (IBDP) | 0.1 | $23M | -6% | 917k | 25.13 |
|
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.1 | $23M | +2% | 520k | 43.96 |
|
| Ishares Tr Ibonds Dec2026 (Principal) (IBDR) | 0.1 | $22M | +44% | 934k | 23.82 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $22M | +4% | 154k | 142.74 |
|
| Ishares Tr Ibonds 27 Etf (Principal) (IBDS) | 0.1 | $22M | +57% | 921k | 23.73 |
|
| American Tower Reit (AMT) | 0.1 | $22M | +6% | 111k | 196.00 |
|
| RBB Us Treas 3 Mnth (TBIL) | 0.1 | $22M | +7% | 432k | 50.02 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $21M | -6% | 420k | 50.11 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $21M | -36% | 258k | 81.65 |
|
| Constellation Brands Cl A Put Option (STZ) | 0.1 | $21M | +18% | 82k | 257.28 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $21M | 182k | 112.40 |
|
|
| Intuit (INTU) | 0.1 | $20M | 30k | 657.22 |
|
|
| Qualcomm (QCOM) | 0.1 | $20M | 99k | 199.18 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $20M | 119k | 164.28 |
|
|
| Global X Fds Us Pfd Etf (PFFD) | 0.1 | $19M | -4% | 982k | 19.68 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $19M | +5666% | 458k | 41.80 |
|
| Chevron Corporation (CVX) | 0.1 | $19M | +7% | 122k | 156.42 |
|
| Oracle Corporation (ORCL) | 0.1 | $19M | +5% | 133k | 141.20 |
|
| Ishares Tr Msci Emg Mkt Etf Put Option (EEM) | 0.1 | $19M | +47% | 437k | 42.59 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $19M | +5% | 145k | 128.43 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $19M | -6% | 286k | 64.95 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $18M | +3% | 186k | 97.27 |
|
| Merck & Co Put Option (MRK) | 0.1 | $17M | +4% | 140k | 123.80 |
|
| General Dynamics Corporation (GD) | 0.1 | $17M | +9% | 60k | 290.14 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $17M | +11% | 57k | 303.41 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $17M | +24% | 32k | 537.08 |
|
| J.B. Hunt Transport Services (JBHT) | 0.1 | $17M | +9% | 108k | 160.00 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $17M | +2% | 158k | 106.95 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $17M | +2% | 70k | 243.03 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $17M | 92k | 183.45 |
|
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.1 | $17M | -5% | 821k | 20.29 |
|
| Kla Corp Com New Put Option (KLAC) | 0.1 | $17M | +109% | 20k | 824.51 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $16M | +8% | 62k | 260.70 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.1 | $16M | 197k | 81.16 |
|
|
| Metropcs Communications Put Option (TMUS) | 0.1 | $16M | +84% | 90k | 176.18 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $16M | 250k | 63.54 |
|
|
| Nike CL B (NKE) | 0.1 | $16M | +3% | 208k | 75.74 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $16M | +4% | 148k | 106.55 |
|
| Deere & Company (DE) | 0.1 | $16M | +7% | 42k | 375.10 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $15M | 144k | 106.66 |
|
|
| Amgen (AMGN) | 0.1 | $15M | -33% | 49k | 312.46 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $15M | -3% | 255k | 58.64 |
|
| Caterpillar (CAT) | 0.1 | $15M | +15% | 45k | 333.10 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $15M | 206k | 72.05 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $15M | -6% | 76k | 194.53 |
|
| Abbott Laboratories (ABT) | 0.1 | $15M | -6% | 140k | 103.91 |
|
| Pepsi (PEP) | 0.1 | $15M | 88k | 164.93 |
|
|
| Intercontinental Exchange (ICE) | 0.1 | $14M | +118% | 105k | 136.89 |
|
| Raytheon Technologies Corp Call Option (RTX) | 0.1 | $14M | +13% | 142k | 100.39 |
|
| Cisco Systems (CSCO) | 0.1 | $14M | +4% | 298k | 47.51 |
|
| Lithia Motors (LAD) | 0.1 | $14M | +47% | 56k | 252.50 |
|
| Super Micro Computer (SMCI) | 0.1 | $14M | +1785% | 17k | 819.37 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $14M | -3% | 353k | 38.78 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $13M | +5% | 90k | 145.75 |
|
| Vanguard World Financials Etf (VFH) | 0.1 | $13M | +11% | 129k | 100.34 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $13M | +10% | 48k | 266.97 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $13M | +157% | 321k | 39.16 |
|
| RBB F/m 3 Year Inves (ZTRE) | 0.1 | $13M | +24% | 252k | 49.93 |
|
| RBB F/m 10 Year Inve (ZTEN) | 0.1 | $13M | +8% | 254k | 49.52 |
|
| International Business Machines (IBM) | 0.1 | $13M | +9% | 73k | 172.95 |
|
| Thermo Fisher Scientific Put Option (TMO) | 0.1 | $13M | +2% | 23k | 553.00 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.1 | $12M | +132% | 502k | 24.77 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $12M | -10% | 437k | 28.30 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $12M | 232k | 53.13 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $12M | 146k | 83.96 |
|
|
| TJX Companies (TJX) | 0.1 | $12M | 111k | 110.10 |
|
|
| Coca-Cola Company (KO) | 0.1 | $12M | -8% | 187k | 64.13 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $12M | 55k | 218.89 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $12M | +8% | 147k | 81.08 |
|
| United Parcel Service CL B (UPS) | 0.1 | $12M | 87k | 136.85 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $12M | 25k | 468.72 |
|
|
| Texas Pacific Land Corp (TPL) | 0.1 | $12M | +954% | 16k | 734.27 |
|
| D.R. Horton (DHI) | 0.1 | $11M | +189% | 81k | 140.93 |
|
| Verizon Communications (VZ) | 0.1 | $11M | -35% | 277k | 41.24 |
|
| Bank of America Corporation Put Option (BAC) | 0.1 | $11M | +4% | 285k | 39.77 |
|
| Nextera Energy (NEE) | 0.1 | $11M | +4% | 157k | 70.81 |
|
| Spdr Ser Tr Ice Pfd Sec Etf (PSK) | 0.1 | $11M | +37% | 327k | 33.93 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $11M | +5% | 130k | 84.79 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $11M | 174k | 63.07 |
|
|
| Installed Bldg Prods (IBP) | 0.1 | $11M | NEW | 53k | 205.68 |
|
| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $11M | +67% | 189k | 56.95 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $11M | 34k | 308.66 |
|
|
| Spdr Gold Tr Gold Shs Put Option (GLD) | 0.1 | $11M | +6% | 49k | 215.01 |
|
| Ishares Tr Msci Eafe Etf Put Option (EFA) | 0.1 | $11M | 135k | 78.33 |
|
|
| General Motors Company (GM) | 0.1 | $11M | +1239% | 227k | 46.46 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $11M | +219% | 222k | 47.44 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $10M | -54% | 22k | 467.00 |
|
| BlackRock (BLK) | 0.1 | $10M | +5% | 13k | 787.31 |
|
| Diamondback Energy (FANG) | 0.1 | $10M | +450% | 51k | 200.19 |
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.1 | $10M | +82% | 206k | 49.25 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.1 | $10M | +13% | 32k | 313.00 |
|
| Cadence Design Systems (CDNS) | 0.1 | $10M | +503% | 33k | 307.75 |
|
| McDonald's Corporation (MCD) | 0.1 | $10M | +3% | 39k | 254.84 |
|
| Starbucks Corporation (SBUX) | 0.1 | $9.7M | -3% | 125k | 77.85 |
|
| Union Pacific Corporation (UNP) | 0.1 | $9.7M | +2% | 43k | 226.26 |
|
| Vanguard World Industrial Etf (VIS) | 0.1 | $9.6M | +13% | 41k | 236.01 |
|
| Ishares Tr Expanded Tech (IGV) | 0.1 | $9.6M | 110k | 86.90 |
|
|
| Constellation Energy (CEG) | 0.1 | $9.6M | +734% | 48k | 200.28 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO) | 0.1 | $9.5M | -11% | 383k | 24.82 |
|
| Stryker Corporation (SYK) | 0.1 | $9.4M | +2% | 28k | 341.05 |
|
| Pfizer (PFE) | 0.1 | $9.4M | +9% | 335k | 27.98 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $9.4M | +19% | 44k | 210.72 |
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.1 | $9.3M | 400k | 23.22 |
|
|
| Boston Scientific Corporation (BSX) | 0.1 | $9.0M | +645% | 117k | 77.01 |
|
| Tyson Foods Cl A (TSN) | 0.1 | $9.0M | +545% | 157k | 57.14 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $8.9M | +13% | 153k | 58.52 |
|
| Philip Morris International (PM) | 0.0 | $8.9M | -2% | 87k | 102.63 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $8.9M | +11% | 64k | 138.53 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $8.8M | 51k | 174.47 |
|
|
| Iron Mountain (IRM) | 0.0 | $8.8M | +1384% | 98k | 90.26 |
|
| Western Digital (WDC) | 0.0 | $8.7M | +817% | 115k | 75.77 |
|
| Select Sector Spdr Tr Energy Put Option (XLE) | 0.0 | $8.6M | -2% | 94k | 91.15 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $8.5M | +3% | 71k | 120.98 |
|
| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.0 | $8.5M | -2% | 356k | 23.98 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $8.5M | -2% | 57k | 150.50 |
|
| American Express Company Put Option (AXP) | 0.0 | $8.4M | -49% | 36k | 231.55 |
|
| Global Payments Put Option (GPN) | 0.0 | $8.3M | +813% | 86k | 96.70 |
|
| Ishares Tr Conser Alloc Etf (AOK) | 0.0 | $8.3M | -20% | 225k | 36.93 |
|
| At&t (T) | 0.0 | $8.3M | +90% | 433k | 19.11 |
|
| Expedia Group Com New (EXPE) | 0.0 | $8.2M | NEW | 65k | 125.99 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $8.2M | -13% | 427k | 19.22 |
|
| Roper Industries (ROP) | 0.0 | $8.2M | +8% | 15k | 563.67 |
|
| Hartford Financial Services (HIG) | 0.0 | $8.0M | +2333% | 80k | 101.00 |
|
| International Flavors & Fragrances (IFF) | 0.0 | $8.0M | +317% | 84k | 95.61 |
|
| Pulte (PHM) | 0.0 | $8.0M | +1259% | 73k | 110.30 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $8.0M | +31% | 169k | 47.43 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $8.0M | -13% | 41k | 194.87 |
|
| Fidelity National Information Services (FIS) | 0.0 | $7.9M | +1819% | 105k | 75.36 |
|
| Vanguard World Materials Etf (VAW) | 0.0 | $7.9M | +3% | 41k | 193.45 |
|
| Boeing Company Put Option (BA) | 0.0 | $7.9M | -11% | 43k | 182.01 |
|
| Viatris (VTRS) | 0.0 | $7.9M | +5898% | 739k | 10.63 |
|
| Wabtec Corporation (WAB) | 0.0 | $7.8M | +1125% | 50k | 158.05 |
|
| ConocoPhillips (COP) | 0.0 | $7.8M | +58% | 69k | 114.38 |
|
| F5 Networks (FFIV) | 0.0 | $7.8M | NEW | 46k | 172.23 |
|
| Catalent (CTLT) | 0.0 | $7.7M | NEW | 138k | 56.23 |
|
| News Corp Cl A (NWSA) | 0.0 | $7.7M | NEW | 279k | 27.57 |
|
| Fidelity Covington Trust Low Volity Etf (FDLO) | 0.0 | $7.6M | -3% | 134k | 57.04 |
|
| Textron (TXT) | 0.0 | $7.6M | NEW | 88k | 85.88 |
|
| Wells Fargo & Company (WFC) | 0.0 | $7.6M | +7% | 127k | 59.39 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $7.4M | +11% | 25k | 299.12 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $7.3M | 45k | 161.43 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $7.2M | +9% | 35k | 204.57 |
|
| Intel Corporation (INTC) | 0.0 | $7.2M | 233k | 30.97 |
|
|
| CBOE Holdings (CBOE) | 0.0 | $7.2M | +171% | 42k | 170.06 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $7.2M | -5% | 24k | 297.55 |
|
| Proshares Tr Pshs Ult S&p 500 Put Option (SSO) | 0.0 | $7.1M | -2% | 87k | 82.60 |
|
| Illinois Tool Works (ITW) | 0.0 | $7.1M | -48% | 30k | 238.36 |
|
| Honeywell International (HON) | 0.0 | $7.1M | +8% | 33k | 213.55 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.0 | $7.1M | +2% | 313k | 22.65 |
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $7.1M | 187k | 37.79 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $7.0M | +29% | 223k | 31.55 |
|
| Moderna (MRNA) | 0.0 | $6.9M | -28% | 59k | 118.75 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $6.9M | +21% | 64k | 108.70 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $6.9M | -7% | 40k | 170.76 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $6.8M | +2% | 201k | 33.93 |
|
| Broadcom Put Option (AVGO) | 0.0 | $6.8M | +17% | 42k | 160.55 |
|
| 3M Company (MMM) | 0.0 | $6.7M | 66k | 102.19 |
|
|
| Lattice Strategies Tr Hartford Mlt Etf (RODM) | 0.0 | $6.6M | +9% | 234k | 28.20 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $6.5M | 130k | 50.47 |
|
|
| Chubb (CB) | 0.0 | $6.5M | +11% | 26k | 255.95 |
|
| Corning Incorporated Put Option (GLW) | 0.0 | $6.4M | -56% | 165k | 38.85 |
|
| Morgan Stanley Com New (MS) | 0.0 | $6.4M | +5% | 66k | 97.19 |
|
| Southern Company (SO) | 0.0 | $6.4M | -12% | 82k | 77.57 |
|
| Phillips 66 (PSX) | 0.0 | $6.3M | +184% | 44k | 141.17 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $6.2M | +11% | 14k | 435.96 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $6.2M | 163k | 37.95 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $6.1M | +2% | 26k | 240.09 |
|
| Ge Aerospace Com New (GE) | 0.0 | $6.1M | +7% | 39k | 158.97 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $6.1M | +91% | 83k | 73.66 |
|
Past Filings by Lido Advisors
SEC 13F filings are viewable for Lido Advisors going back to 2017
- 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
- Lido Advisors 2017 Q4 amended filed Nov. 12, 2021
- Lido Advisors 2018 Q1 amended filed Nov. 12, 2021