Lido Advisors
Latest statistics and disclosures from Lido Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BSCM, AAPL, SPY, IVW, FTEC, and represent 30.19% of Lido Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVW (+$77M), SPY (+$63M), BSCM (+$49M), XLB (+$14M), BSCN (+$13M), MSFT (+$11M), BSV (+$10M), VGSH (+$9.9M), ROKU (+$9.1M), IJK (+$7.8M).
- Started 207 new stock positions in SPHD, VRNS, AI, TEL, RHS, DHI, SUB, OKE, QS, RYF.
- Reduced shares in these 10 stocks: TSLA (-$19M), XLV (-$12M), IVE (-$7.4M), BEEM (-$7.4M), Invesco Bulletshares 2020 Corp (-$6.7M), HON (-$6.6M), DG (-$5.7M), BSCL (-$5.1M), SHY, ITA.
- Sold out of its positions in AWP, ARE, AWK, COLD, ANSS, AINV, APHA, ABR, BMO, BBBY.
- Lido Advisors was a net buyer of stock by $479M.
- Lido Advisors has $3.0B in assets under management (AUM), dropping by 27.51%.
- Central Index Key (CIK): 0001650150
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Portfolio Holdings for Lido Advisors
Companies in the Lido Advisors portfolio as of the December 2020 quarterly 13F filing
Lido Advisors has 707 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Lido Advisors Dec. 31, 2020 positions
- Download the Lido Advisors December 2020 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) | 9.0 | $267M | +22% | 12M | 21.75 | |
| Apple (AAPL) | 7.3 | $218M | 1.6M | 132.69 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 7.3 | $217M | +40% | 579k | 375.38 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 3.6 | $107M | +255% | 1.7M | 63.82 | |
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 3.0 | $88M | +2% | 843k | 104.51 | |
| Microsoft Corporation (MSFT) | 2.5 | $75M | +16% | 338k | 222.42 | |
| Amazon (AMZN) | 1.6 | $48M | +13% | 15k | 3256.96 | |
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 1.6 | $48M | +4% | 828k | 57.75 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 1.6 | $47M | -13% | 364k | 128.02 | |
| Invesco Exch Trd Slf Idx Bulshs 2021 Cb (BSCL) | 1.5 | $46M | -9% | 2.2M | 21.21 | |
| Altria (MO) | 1.5 | $45M | 1.1M | 41.86 | ||
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 1.5 | $43M | +3% | 605k | 71.50 | |
| Essex Property Trust (ESS) | 1.3 | $40M | 167k | 239.49 | ||
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 1.2 | $36M | +13% | 852k | 42.22 | |
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| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 1.1 | $34M | +8% | 735k | 45.50 | |
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 1.0 | $30M | +3% | 644k | 47.01 | |
| Johnson & Johnson (JNJ) | 1.0 | $30M | 191k | 157.38 | ||
| Tesla Motors (TSLA) | 0.9 | $27M | -40% | 39k | 705.67 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.8 | $24M | +6% | 151k | 160.78 | |
| Facebook Cl A (FB) | 0.8 | $24M | +17% | 86k | 273.15 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $22M | +20% | 13k | 1752.71 | |
| Fidelity Covington Trust Consmr Staples (FSTA) | 0.7 | $21M | +18% | 512k | 40.68 | |
| Exp World Holdings Inc equities (EXPI) | 0.7 | $20M | -13% | 315k | 63.12 | |
| Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) | 0.7 | $19M | +193% | 888k | 21.90 | |
| UnitedHealth (UNH) | 0.7 | $19M | +23% | 55k | 350.68 | |
| Analog Devices (ADI) | 0.6 | $18M | +14% | 124k | 147.73 | |
| Select Sector Spdr Tr Communication (XLC) | 0.6 | $18M | +6% | 272k | 67.48 | |
| Procter & Gamble Company (PG) | 0.6 | $18M | +5% | 128k | 139.14 | |
| Select Sector Spdr Tr Technology (XLK) | 0.6 | $18M | +8% | 137k | 130.02 | |
| Home Depot (HD) | 0.6 | $17M | +14% | 63k | 265.61 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.6 | $17M | 190k | 88.19 | ||
| JPMorgan Chase & Co. (JPM) | 0.5 | $16M | +30% | 128k | 127.07 | |
| NVIDIA Corporation (NVDA) | 0.5 | $15M | +2% | 30k | 522.19 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.5 | $15M | 43k | 353.79 | ||
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $15M | +10% | 8.7k | 1751.84 | |
| Lam Research Corporation (LRCX) | 0.5 | $15M | -7% | 31k | 473.56 | |
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.5 | $14M | +10% | 340k | 42.07 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $14M | +22% | 45k | 313.73 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.5 | $14M | NEW | 189k | 72.39 | |
| Merck & Co (MRK) | 0.4 | $13M | 159k | 82.47 | ||
| Scripps E W Co Ohio Cl A New (SSP) | 0.4 | $13M | 840k | 15.29 | ||
| Qualcomm (QCOM) | 0.4 | $12M | +47% | 81k | 152.34 | |
| Pepsi (PEP) | 0.4 | $12M | +15% | 79k | 149.24 | |
| Abbvie (ABBV) | 0.4 | $12M | +19% | 110k | 107.14 | |
| Nike CL B (NKE) | 0.4 | $12M | +27% | 82k | 141.47 | |
| Wal-Mart Stores (WMT) | 0.4 | $12M | +29% | 80k | 144.64 | |
| Verizon Communications (VZ) | 0.4 | $11M | +28% | 193k | 58.75 | |
| Advanced Micro Devices (AMD) | 0.4 | $11M | +21% | 123k | 91.71 | |
| Netflix (NFLX) | 0.4 | $11M | +7% | 21k | 540.75 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $11M | +16% | 56k | 194.64 | |
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.4 | $11M | 89k | 119.95 | ||
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.4 | $11M | +271% | 147k | 72.22 | |
| salesforce (CRM) | 0.4 | $11M | +21% | 47k | 222.52 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $10M | +10% | 21k | 500.10 | |
| Servicenow (NOW) | 0.4 | $10M | +43% | 19k | 550.43 | |
| Visa Com Cl A (V) | 0.3 | $10M | +20% | 47k | 218.72 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $10M | NEW | 124k | 82.90 | |
| Goldman Sachs (GS) | 0.3 | $10M | +13% | 39k | 263.69 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $9.9M | NEW | 161k | 61.60 | |
| Charles Schwab Corporation (SCHW) | 0.3 | $9.9M | +9% | 187k | 53.04 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $9.8M | +16% | 144k | 67.87 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.3 | $9.7M | +70% | 112k | 86.29 | |
| Fidelity Covington Trust Low Volity Etf (FDLO) | 0.3 | $9.5M | -2% | 223k | 42.71 | |
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.3 | $9.5M | +18% | 375k | 25.38 | |
| Canopy Gro (CGC) | 0.3 | $9.4M | 382k | 24.64 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $9.4M | +15% | 40k | 231.85 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $9.3M | +11% | 85k | 109.41 | |
| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.3 | $9.1M | +19% | 227k | 40.12 | |
| Roku Com Cl A (ROKU) | 0.3 | $9.1M | NEW | 27k | 332.02 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.3 | $8.9M | +8% | 55k | 161.28 | |
| Global X Fds Us Pfd Etf (PFFD) | 0.3 | $8.6M | -16% | 335k | 25.81 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $8.4M | -21% | 22k | 375.40 | |
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.3 | $8.3M | +12% | 205k | 40.58 | |
| Blackstone Group Com Cl A (BX) | 0.3 | $7.8M | +17% | 121k | 64.80 | |
| Quantumscape Corp Com Cl A (QS) | 0.3 | $7.7M | NEW | 92k | 84.45 | |
| Walt Disney Company (DIS) | 0.3 | $7.5M | +25% | 42k | 181.18 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $7.5M | +9% | 22k | 343.69 | |
| Pimco Etf Tr Active Bd Etf (BOND) | 0.2 | $7.3M | NEW | 64k | 113.33 | |
| International Business Machines (IBM) | 0.2 | $7.1M | +16% | 57k | 125.88 | |
| McKesson Corporation (MCK) | 0.2 | $7.0M | +15% | 40k | 174.28 | |
| J.B. Hunt Transport Services (JBHT) | 0.2 | $6.9M | NEW | 51k | 136.64 | |
| Pfizer (PFE) | 0.2 | $6.9M | +23% | 188k | 36.81 | |
| Amgen (AMGN) | 0.2 | $6.8M | +247% | 30k | 229.91 | |
| MPLX Com Unit Rep Ltd (MPLX) | 0.2 | $6.7M | +309% | 311k | 21.65 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $6.6M | -11% | 90k | 72.95 | |
| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.2 | $6.6M | +20% | 648k | 10.15 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $6.6M | NEW | 63k | 104.43 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.2 | $6.6M | +21% | 430k | 15.26 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $6.5M | +20% | 18k | 356.94 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $6.5M | +270% | 77k | 85.07 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $6.5M | +239% | 57k | 114.18 | |
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.2 | $6.4M | -6% | 207k | 30.71 | |
| Cisco Systems (CSCO) | 0.2 | $6.3M | +33% | 141k | 44.75 | |
| Akamai Technologies (AKAM) | 0.2 | $6.3M | NEW | 60k | 104.99 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $6.1M | +84% | 25k | 241.11 | |
| Sea Sponsord Ads (SE) | 0.2 | $6.0M | +393% | 30k | 199.05 | |
| Intel Corporation (INTC) | 0.2 | $5.9M | +25% | 119k | 49.82 | |
| Bank of America Corporation (BAC) | 0.2 | $5.8M | +12% | 192k | 30.31 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $5.8M | -6% | 70k | 83.24 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $5.8M | -15% | 63k | 91.51 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $5.6M | +261% | 70k | 81.30 | |
| Altice Usa Cl A (ATUS) | 0.2 | $5.5M | -21% | 147k | 37.87 | |
| Citrix Systems (CTXS) | 0.2 | $5.5M | +24% | 42k | 130.09 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $5.3M | 24k | 223.53 | ||
| Netstreit Corp (NTST) | 0.2 | $5.3M | NEW | 272k | 19.49 | |
| Discover Financial Services (DFS) | 0.2 | $5.2M | +10% | 57k | 90.53 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $5.1M | -3% | 25k | 203.74 | |
| Southwest Airlines (LUV) | 0.2 | $5.0M | +10% | 108k | 46.61 | |
| Charter Communications Inc N Cl A (CHTR) | 0.2 | $4.9M | +321% | 7.4k | 661.51 | |
| MasTec (MTZ) | 0.2 | $4.8M | +9% | 71k | 68.17 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $4.8M | +35% | 116k | 41.21 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $4.7M | -3% | 121k | 38.51 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $4.6M | 51k | 90.94 | ||
| McDonald's Corporation (MCD) | 0.2 | $4.6M | +10% | 22k | 214.58 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $4.6M | -72% | 40k | 113.42 | |
| Abbott Laboratories (ABT) | 0.2 | $4.6M | +79% | 42k | 109.48 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $4.5M | +5% | 67k | 67.44 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $4.3M | +60% | 26k | 164.12 | |
| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $4.3M | 17k | 245.89 | ||
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.1 | $4.2M | +8% | 48k | 88.53 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $4.2M | +18% | 80k | 52.40 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $4.1M | -9% | 75k | 55.17 | |
| Oracle Corporation (ORCL) | 0.1 | $4.1M | +48% | 63k | 64.69 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $4.1M | NEW | 60k | 68.55 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $4.0M | +10% | 47k | 86.22 | |
| Paypal Holdings (PYPL) | 0.1 | $3.9M | +23% | 17k | 234.15 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $3.9M | +78% | 18k | 211.82 | |
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.1 | $3.8M | +82% | 41k | 93.24 | |
| Cloudflare Cl A Com (NET) | 0.1 | $3.8M | NEW | 50k | 75.98 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $3.8M | +7% | 19k | 196.06 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $3.8M | +278% | 28k | 135.79 | |
| Cerence (CRNC) | 0.1 | $3.7M | NEW | 37k | 100.47 | |
| Coca-Cola Company (KO) | 0.1 | $3.6M | +25% | 67k | 54.84 | |
| Wynn Resorts (WYNN) | 0.1 | $3.6M | NEW | 32k | 112.83 | |
| Costco Wholesale Corporation (COST) | 0.1 | $3.6M | +5% | 9.5k | 376.72 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $3.5M | +141% | 30k | 118.94 | |
| Etf Ser Solutions Us Glb Jets (JETS) | 0.1 | $3.5M | NEW | 155k | 22.37 | |
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.1 | $3.5M | +151% | 118k | 29.48 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $3.5M | +3% | 11k | 304.66 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $3.4M | 156k | 21.66 | ||
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $3.3M | -8% | 44k | 75.68 | |
| Ciena Corp Com New (CIEN) | 0.1 | $3.3M | +16% | 62k | 52.84 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $3.3M | +158% | 23k | 141.13 | |
| Caterpillar (CAT) | 0.1 | $3.3M | -5% | 18k | 182.00 | |
| Spdr Ser Tr Spdr Bloomberg (BIL) | 0.1 | $3.2M | -12% | 35k | 91.51 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $3.2M | -13% | 6.8k | 466.05 | |
| Royal Caribbean Cruises (RCL) | 0.1 | $3.2M | NEW | 43k | 74.67 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $3.2M | +100% | 27k | 116.19 | |
| At&t (T) | 0.1 | $3.1M | +11% | 108k | 28.76 | |
| Nextera Energy (NEE) | 0.1 | $3.1M | +167% | 40k | 77.13 | |
| Boeing Company (BA) | 0.1 | $3.1M | +41% | 14k | 214.04 | |
| Target Corporation (TGT) | 0.1 | $3.0M | -3% | 17k | 176.49 | |
| Starbucks Corporation (SBUX) | 0.1 | $2.9M | +7% | 27k | 106.97 | |
| Spdr Ser Tr S&p Kensho Futre (FITE) | 0.1 | $2.9M | +126% | 63k | 46.28 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $2.9M | NEW | 123k | 23.55 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $2.8M | +73% | 21k | 136.73 | |
| Jumia Technologies Sponsored Ads (JMIA) | 0.1 | $2.8M | -42% | 70k | 40.34 | |
| Ishares Tr Nasdaq Biotech (IBB) | 0.1 | $2.8M | -4% | 19k | 151.46 | |
| Chevron Corporation (CVX) | 0.1 | $2.8M | +63% | 33k | 84.44 | |
| Broadcom (AVGO) | 0.1 | $2.7M | 6.2k | 437.84 | ||
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $2.7M | 49k | 55.28 | ||
| Illinois Tool Works (ITW) | 0.1 | $2.6M | +63% | 13k | 204.96 | |
| Ishares Tr Expanded Tech (IGV) | 0.1 | $2.6M | -3% | 7.4k | 354.06 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.1 | $2.6M | +6% | 103k | 25.42 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.6M | +18% | 10k | 261.20 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $2.6M | -24% | 22k | 118.18 | |
| Discovery Com Ser C (DISCK) | 0.1 | $2.5M | 96k | 26.18 | ||
| BlackRock Enhanced Government Fund (EGF) | 0.1 | $2.4M | +45% | 180k | 13.49 | |
| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.1 | $2.4M | -32% | 48k | 50.81 | |
| Honeywell International (HON) | 0.1 | $2.4M | -73% | 11k | 212.68 | |
| Hldgs (UAL) | 0.1 | $2.4M | +3% | 55k | 43.24 | |
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $2.4M | +98% | 28k | 86.89 | |
| Fidelity Covington Trust Divid Etf Risi (FDRR) | 0.1 | $2.4M | -2% | 65k | 36.81 | |
| BlackRock Income Trust (BKT) | 0.1 | $2.4M | +45% | 390k | 6.10 | |
| Ishares Tr Msci Usa Sze Ft (SIZE) | 0.1 | $2.4M | +111% | 21k | 111.13 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $2.3M | -41% | 20k | 115.88 | |
| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.1 | $2.3M | 47k | 49.45 | ||
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.3M | +10% | 9.2k | 253.32 | |
| Bristol Myers Squibb (BMY) | 0.1 | $2.3M | +20% | 37k | 62.51 | |
| American Express Company (AXP) | 0.1 | $2.3M | -55% | 19k | 120.86 | |
| Union Pacific Corporation (UNP) | 0.1 | $2.2M | +86% | 11k | 208.22 | |
| Micron Technology (MU) | 0.1 | $2.2M | +16% | 30k | 75.16 | |
| Ishares Silver Tr Ishares (SLV) | 0.1 | $2.2M | +26% | 89k | 24.56 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $2.2M | +9% | 24k | 91.86 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $2.2M | +66% | 5.2k | 421.30 | |
| Ishares Tr Ibonds Dec22 Etf (IBDN) | 0.1 | $2.2M | 85k | 25.56 | ||
| Shopify Cl A (SHOP) | 0.1 | $2.2M | +58% | 1.9k | 1132.11 | |
| Vaneck Vectors Etf Tr Pfd Secs Ex Finl (PFXF) | 0.1 | $2.1M | -18% | 104k | 20.70 | |
| Vanguard World Fds Consum Stp Etf (VDC) | 0.1 | $2.1M | 12k | 173.88 | ||
| Eli Lilly & Co. (LLY) | 0.1 | $2.1M | +41% | 12k | 168.82 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $2.1M | +48% | 9.0k | 232.64 | |
| Lowe's Companies (LOW) | 0.1 | $2.1M | +79% | 13k | 160.51 | |
| Philip Morris International (PM) | 0.1 | $2.1M | -50% | 25k | 83.96 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $2.1M | +18% | 12k | 178.32 | |
| Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) | 0.1 | $2.0M | 102k | 19.43 | ||
| Vipshop Holdings Sponsored Ads A (VIPS) | 0.1 | $2.0M | +486% | 70k | 28.10 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $1.9M | -16% | 22k | 87.27 | |
| Preferred Apartment Communitie (APTS) | 0.1 | $1.9M | -28% | 246k | 7.57 | |
| United Parcel Service CL B (UPS) | 0.1 | $1.9M | -15% | 11k | 168.36 | |
| Brookfield Property Partrs L Unit Ltd Partn (BPY) | 0.1 | $1.9M | +20% | 129k | 14.47 | |
| Sherwin-Williams Company (SHW) | 0.1 | $1.8M | +15% | 2.5k | 734.96 | |
| Medtronic SHS (MDT) | 0.1 | $1.8M | +56% | 16k | 117.56 | |
| 3M Company (MMM) | 0.1 | $1.8M | -2% | 10k | 174.74 | |
| Gilead Sciences (GILD) | 0.1 | $1.8M | -63% | 30k | 58.23 | |
| Intuit (INTU) | 0.1 | $1.7M | +304% | 4.6k | 379.78 | |
| Ishares Tr Glb Infrastr Etf (IGF) | 0.1 | $1.7M | 40k | 43.70 | ||
| Us Bancorp Del Com New (USB) | 0.1 | $1.7M | +174% | 37k | 47.00 | |
| Docusign (DOCU) | 0.1 | $1.7M | -20% | 7.7k | 222.24 | |
| Colgate-Palmolive Company (CL) | 0.1 | $1.7M | +32% | 20k | 85.49 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $1.7M | +22% | 4.7k | 355.03 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $1.7M | +9% | 14k | 117.20 | |
| Eaton Corp SHS (ETN) | 0.1 | $1.7M | -16% | 14k | 120.09 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $1.6M | +30% | 16k | 105.88 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $1.6M | +8% | 46k | 36.00 | |
| TJX Companies (TJX) | 0.1 | $1.6M | +97% | 24k | 68.29 | |
| Wells Fargo & Company (WFC) | 0.1 | $1.6M | +72% | 54k | 30.18 | |
| CVS Caremark Corporation (CVS) | 0.1 | $1.6M | 24k | 68.29 | ||
| Graphic Packaging Holding Company (GPK) | 0.1 | $1.6M | NEW | 95k | 16.93 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $1.6M | +31% | 18k | 88.99 | |
| Ishares U S Etf Tr Blackrock St Mat (NEAR) | 0.1 | $1.6M | -21% | 32k | 50.16 | |
| Southern Company (SO) | 0.1 | $1.6M | 26k | 61.40 | ||
| Datadog Cl A Com (DDOG) | 0.1 | $1.6M | NEW | 16k | 98.43 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.5M | -14% | 30k | 51.67 | |
| Dollar General (DG) | 0.1 | $1.5M | -79% | 7.2k | 210.24 | |
| Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) | 0.1 | $1.5M | NEW | 51k | 29.42 | |
| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $1.5M | -16% | 31k | 48.40 | |
| Bridgetown Holdings Com Cl A (BTWN) | 0.0 | $1.5M | NEW | 96k | 15.47 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $1.5M | +86% | 6.9k | 211.70 | |
| Duff & Phelps Utility & Corp Bond Trust | 0.0 | $1.5M | +41% | 146k | 10.01 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.5M | -37% | 25k | 58.76 | |
| Tennant Company (TNC) | 0.0 | $1.5M | -18% | 21k | 70.15 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $1.4M | -2% | 15k | 97.14 | |
| MercadoLibre (MELI) | 0.0 | $1.4M | -3% | 865.00 | 1675.14 | |
| AES Corporation (AES) | 0.0 | $1.4M | NEW | 61k | 23.49 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $1.4M | 6.2k | 229.71 | ||
| Spdr Ser Tr Aerospace Def (XAR) | 0.0 | $1.4M | -7% | 12k | 114.67 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $1.4M | +17% | 10k | 142.21 | |
| Domino's Pizza (DPZ) | 0.0 | $1.4M | +435% | 3.7k | 383.34 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $1.4M | 14k | 100.66 | ||
| Norfolk Southern (NSC) | 0.0 | $1.4M | +531% | 5.9k | 237.60 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $1.4M | NEW | 14k | 100.84 | |
| BlackRock (BLK) | 0.0 | $1.4M | -8% | 1.9k | 721.41 | |
| Cdw (CDW) | 0.0 | $1.3M | +344% | 10k | 131.79 | |
| Leidos Holdings (LDOS) | 0.0 | $1.3M | 13k | 105.06 | ||
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $1.3M | NEW | 35k | 37.88 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $1.3M | -2% | 13k | 102.05 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $1.3M | +12% | 33k | 40.19 | |
| Corning Incorporated (GLW) | 0.0 | $1.3M | -5% | 36k | 35.97 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $1.3M | -15% | 14k | 91.54 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $1.3M | +6% | 15k | 87.15 | |
Past Filings by Lido Advisors
SEC 13F filings are viewable for Lido Advisors going back to 2017
- Lido Advisors 2020 Q4 filed Feb. 8, 2021
- Lido Advisors 2020 Q3 filed Nov. 12, 2020
- Lido Advisors 2020 Q2 filed Aug. 12, 2020
- Lido Advisors 2020 Q1 filed May 13, 2020
- Lido Advisors 2019 Q4 filed Feb. 7, 2020
- Lido Advisors 2019 Q3 filed Nov. 12, 2019
- Lido Advisors 2019 Q2 filed Aug. 14, 2019
- Lido Advisors 2019 Q1 filed May 10, 2019
- Lido Advisors 2018 Q4 filed Feb. 14, 2019
- Lido Advisors 2018 Q3 filed Nov. 14, 2018
- Lido Advisors 2018 Q2 filed Aug. 14, 2018
- Lido Advisors 2018 Q1 filed May 10, 2018
- Lido Advisors 2017 Q4 filed Feb. 15, 2018
- Lido Advisors 2017 Q3 filed Nov. 13, 2017
- Lido Advisors 2016 Q3 filed Sept. 21, 2017
- Lido Advisors 2016 Q4 filed Sept. 21, 2017