Lido Advisors

Latest statistics and disclosures from Lido Advisors's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Lido Advisors

Lido Advisors holds 1028 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Lido Advisors has 1028 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 35.8 $4.7B -14% 11M 427.48
 View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 8.8 $1.2B -5% 56M 20.67
 View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 5.6 $741M +50% 37M 20.11
 View chart
Apple (AAPL) 3.7 $493M +7% 2.9M 171.20
 View chart
Microsoft Corporation (MSFT) 1.9 $255M +11% 807k 315.75
 View chart
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.5 $203M +9% 1.7M 122.93
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 1.3 $171M +35% 2.5M 68.42
 View chart
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 1.2 $156M -17% 7.4M 21.23
 View chart
NVIDIA Corporation (NVDA) 1.0 $137M +8% 316k 434.99
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 1.0 $135M +10% 877k 153.84
 View chart
Amazon (AMZN) 0.8 $102M -15% 803k 127.12
 View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.8 $102M +4% 1.7M 60.60
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $99M -6% 1.1M 94.04
 View chart
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.7 $92M +4% 2.0M 46.56
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $87M -2% 220k 392.70
 View chart
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.6 $78M +7% 1.1M 69.86
 View chart
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.6 $75M +10% 1.4M 54.12
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $70M +10% 327k 212.41
 View chart
Tesla Motors (TSLA) 0.5 $68M +2% 272k 250.22
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $66M -11% 1.5M 43.72
 View chart
Ishares Tr Core S&p500 Etf (IVV) 0.5 $65M 152k 429.43
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $65M +30% 180k 358.27
 View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.5 $61M +10% 1.5M 39.71
 View chart
Altria (MO) 0.5 $61M +14% 1.4M 42.05
 View chart
UnitedHealth (UNH) 0.5 $60M 119k 504.17
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.4 $59M +2% 450k 130.86
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.4 $55M -9% 414k 131.85
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $53M 150k 350.30
 View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $51M +68% 551k 93.18
 View chart
Select Sector Spdr Tr Technology (XLK) 0.4 $47M -4% 287k 163.93
 View chart
Broadcom (AVGO) 0.3 $45M +14% 54k 830.58
 View chart
Fidelity Covington Trust Consmr Staples (FSTA) 0.3 $43M +3% 1.0M 42.58
 View chart
JPMorgan Chase & Co. (JPM) 0.3 $40M +20% 277k 145.02
 View chart
Abbvie (ABBV) 0.3 $39M -18% 263k 149.06
 View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.3 $39M +2% 2.1M 18.79
 View chart
Johnson & Johnson (JNJ) 0.3 $38M +4% 244k 155.76
 View chart
Home Depot (HD) 0.3 $38M 124k 302.16
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $37M +16% 139k 265.99
 View chart
Essex Property Trust (ESS) 0.3 $37M 173k 212.09
 View chart
Exxon Mobil Corporation (XOM) 0.3 $35M -19% 301k 117.58
 View chart
Fidelity Covington Trust Msci Energy Idx (FENY) 0.3 $35M -10% 1.4M 24.91
 View chart
Adobe Systems Incorporated (ADBE) 0.3 $34M +7% 66k 509.90
 View chart
Meta Platforms Cl A (META) 0.2 $32M +2% 108k 300.21
 View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $31M -11% 433k 71.44
 View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $31M -12% 642k 48.10
 View chart
Visa Com Cl A (V) 0.2 $29M +2% 124k 230.17
 View chart
Pepsi (PEP) 0.2 $28M +5% 165k 169.44
 View chart
Select Sector Spdr Tr Indl (XLI) 0.2 $27M +6% 267k 101.38
 View chart
Union Pacific Corporation (UNP) 0.2 $27M +10% 132k 203.63
 View chart
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $26M +38% 554k 47.01
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $26M -8% 249k 103.32
 View chart
Walt Disney Company (DIS) 0.2 $26M +121% 314k 81.05
 View chart
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $25M -3% 176k 143.33
 View chart
Global X Fds Us Pfd Etf (PFFD) 0.2 $24M -15% 1.3M 18.81
 View chart
Select Sector Spdr Tr Communication (XLC) 0.2 $24M +10% 368k 65.57
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $24M +6% 254k 94.19
 View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $23M +1088% 141k 160.98
 View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $22M +144% 331k 67.68
 View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $22M -6% 376k 58.79
 View chart
Blackstone Group Inc Com Cl A (BX) 0.2 $22M +3% 203k 107.14
 View chart
Fidelity Covington Trust Msci Matls Index (FMAT) 0.2 $21M +7% 474k 44.19
 View chart
Costco Wholesale Corporation (COST) 0.2 $21M +6% 37k 564.30
 View chart
Eli Lilly & Co. (LLY) 0.2 $21M +10% 39k 537.12
 View chart
Goldman Sachs (GS) 0.2 $21M +8% 64k 323.57
 View chart
Procter & Gamble Company (PG) 0.2 $20M -31% 139k 145.86
 View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.2 $20M +6% 879k 22.75
 View chart
Charles Schwab Corporation (SCHW) 0.2 $20M 364k 54.90
 View chart
RBB Us Treas 3 Mnth (TBIL) 0.2 $20M 399k 50.07
 View chart
Netflix (NFLX) 0.2 $20M 53k 377.59
 View chart
Mastercard Incorporated Cl A (MA) 0.1 $19M +3% 49k 395.90
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $19M -3% 569k 33.96
 View chart
Lockheed Martin Corporation (LMT) 0.1 $19M 47k 408.97
 View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $19M -9% 700k 27.06
 View chart
Nike CL B (NKE) 0.1 $19M -9% 194k 95.62
 View chart
McDonald's Corporation (MCD) 0.1 $18M +53% 70k 263.44
 View chart
Cisco Systems (CSCO) 0.1 $18M -3% 338k 53.76
 View chart
McKesson Corporation (MCK) 0.1 $18M +4% 42k 434.86
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.1 $18M +14% 102k 176.74
 View chart
Ishares Tr Ibonds Dec 2031 (IBDW) 0.1 $18M -5% 921k 19.39
 View chart
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $18M -42% 246k 72.24
 View chart
Chevron Corporation (CVX) 0.1 $18M 105k 168.62
 View chart
Amgen (AMGN) 0.1 $18M +65% 66k 268.76
 View chart
Danaher Corporation (DHR) 0.1 $18M +3% 71k 248.10
 View chart
Ishares Tr National Mun Etf (MUB) 0.1 $17M +19% 169k 102.54
 View chart
Applied Materials (AMAT) 0.1 $17M +15% 125k 138.45
 View chart
Analog Devices (ADI) 0.1 $17M -18% 98k 175.10
 View chart
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $17M -40% 170k 100.93
 View chart
Palo Alto Networks (PANW) 0.1 $17M +7% 72k 234.44
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $17M +49% 118k 141.69
 View chart
Wal-Mart Stores (WMT) 0.1 $17M +4% 104k 160.32
 View chart
J.B. Hunt Transport Services (JBHT) 0.1 $17M +5% 88k 188.52
 View chart
American Tower Reit (AMT) 0.1 $16M -2% 100k 164.45
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.1 $16M +11% 54k 307.11
 View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $16M -11% 253k 64.46
 View chart
Target Corporation (TGT) 0.1 $16M -2% 144k 110.57
 View chart
Deere & Company (DE) 0.1 $16M -19% 42k 377.38
 View chart
Fidelity Covington Trust Msci Utils Index (FUTY) 0.1 $15M -4% 400k 37.92
 View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.1 $15M NEW 275k 54.37
 View chart
Constellation Brands Cl A (STZ) 0.1 $15M +2% 59k 251.33
 View chart
Texas Instruments Incorporated (TXN) 0.1 $15M +4% 92k 159.01
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $15M +10% 154k 94.33
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $14M +17% 93k 155.38
 View chart
Advanced Micro Devices (AMD) 0.1 $14M +10% 139k 102.82
 View chart
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $14M +135% 41k 347.74
 View chart
Merck & Co (MRK) 0.1 $14M +4% 136k 102.89
 View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $14M +22% 232k 59.97
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $14M -15% 199k 69.78
 View chart
Starbucks Corporation (SBUX) 0.1 $14M 150k 91.27
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $14M +6% 66k 208.24
 View chart
Abbott Laboratories (ABT) 0.1 $14M -23% 140k 96.85
 View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $14M 270k 50.04
 View chart
Lam Research Corporation (LRCX) 0.1 $13M -13% 21k 626.78
 View chart
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $13M -2% 181k 72.38
 View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $13M +2% 29k 456.64
 View chart
Intel Corporation (INTC) 0.1 $13M +10% 367k 35.55
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $13M +5% 148k 86.90
 View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $13M 150k 84.23
 View chart
Servicenow (NOW) 0.1 $12M -21% 22k 559.00
 View chart
Ishares Tr Conser Alloc Etf (AOK) 0.1 $12M -10% 353k 33.96
 View chart
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $12M -31% 28k 414.90
 View chart
Oracle Corporation (ORCL) 0.1 $11M +9% 107k 105.92
 View chart
Novo-nordisk A S Adr (NVO) 0.1 $11M +109% 125k 90.94
 View chart
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $11M -71% 88k 128.68
 View chart
Thermo Fisher Scientific (TMO) 0.1 $11M +3% 22k 506.18
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $11M +6% 148k 75.66
 View chart
TJX Companies (TJX) 0.1 $11M +18% 124k 88.88
 View chart
Nextera Energy (NEE) 0.1 $11M -14% 187k 57.29
 View chart
Caterpillar (CAT) 0.1 $11M -42% 39k 273.00
 View chart
Eaton Corp SHS (ETN) 0.1 $11M -23% 50k 213.28
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.1 $11M +6% 56k 189.07
 View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $11M 313k 33.59
 View chart
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $11M +838% 130k 80.97
 View chart
News Corp Cl A (NWSA) 0.1 $10M NEW 514k 20.06
 View chart
Intuitive Surgical Com New (ISRG) 0.1 $10M -22% 35k 292.28
 View chart
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $9.9M +9% 71k 139.70
 View chart
American Express Company (AXP) 0.1 $9.9M +114% 67k 149.19
 View chart
AFLAC Incorporated (AFL) 0.1 $9.9M +108% 129k 76.75
 View chart
Coca-Cola Company (KO) 0.1 $9.8M +5% 175k 55.98
 View chart
Select Sector Spdr Tr Energy (XLE) 0.1 $9.8M 108k 90.39
 View chart
Micron Technology (MU) 0.1 $9.8M -18% 143k 68.03
 View chart
Kla Corp Com New (KLAC) 0.1 $9.6M +119% 21k 458.66
 View chart
Ishares Tr Ibonds Dec24 Etf (Principal) (IBDP) 0.1 $9.6M -55% 390k 24.73
 View chart
Church & Dwight (CHD) 0.1 $9.6M +191% 105k 91.63
 View chart
Wayfair Cl A (W) 0.1 $9.5M +6% 158k 60.57
 View chart
Qualcomm (QCOM) 0.1 $9.4M -27% 85k 111.06
 View chart
ConocoPhillips (COP) 0.1 $9.3M +146% 77k 119.80
 View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $9.1M 484k 18.73
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $9.0M +23% 69k 131.79
 View chart
Philip Morris International (PM) 0.1 $9.0M +43% 97k 92.58
 View chart
Select Sector Spdr Tr Financial (XLF) 0.1 $9.0M -4% 271k 33.17
 View chart
EOG Resources (EOG) 0.1 $8.9M +134% 70k 126.76
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $8.7M -2% 175k 49.85
 View chart
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $8.7M +33% 125k 69.25
 View chart
Metropcs Communications (TMUS) 0.1 $8.5M +2% 61k 140.05
 View chart
Pfizer (PFE) 0.1 $8.5M -36% 255k 33.17
 View chart
Stryker Corporation (SYK) 0.1 $8.2M -22% 30k 273.25
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $8.1M 53k 151.82
 View chart
Ishares Tr Russell 3000 Etf (IWV) 0.1 $8.1M 33k 245.06
 View chart
International Business Machines (IBM) 0.1 $8.1M -37% 58k 140.30
 View chart
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $7.9M +10% 55k 144.98
 View chart
Ishares Tr Select Divid Etf (DVY) 0.1 $7.9M +17% 73k 107.64
 View chart
Vanguard Index Fds Value Etf (VTV) 0.1 $7.9M 57k 137.93
 View chart
Fidelity Covington Trust Low Volity Etf (FDLO) 0.1 $7.8M 161k 48.63
 View chart
Intuit (INTU) 0.1 $7.8M -26% 15k 510.95
 View chart
salesforce (CRM) 0.1 $7.8M -43% 38k 202.79
 View chart
D.R. Horton (DHI) 0.1 $7.6M +223% 71k 107.47
 View chart
Bunge (BG) 0.1 $7.5M +240% 69k 108.25
 View chart
BlackRock (BLK) 0.1 $7.5M -36% 12k 646.51
 View chart
Cardinal Health (CAH) 0.1 $7.4M +242% 85k 86.82
 View chart
Ameriprise Financial (AMP) 0.1 $7.3M +287% 22k 329.69
 View chart
Bank of America Corporation (BAC) 0.1 $7.3M 266k 27.38
 View chart
Boeing Company (BA) 0.1 $7.2M +15% 38k 191.68
 View chart
Bristol Myers Squibb (BMY) 0.1 $7.2M -35% 124k 58.04
 View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $7.1M 142k 50.18
 View chart
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $7.0M -8% 74k 94.83
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $7.0M 28k 249.35
 View chart
Ishares Tr U.s. Tech Etf (IYW) 0.1 $7.0M -5% 66k 104.92
 View chart
Roper Industries (ROP) 0.1 $6.9M -6% 14k 484.29
 View chart
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $6.8M -6% 144k 47.18
 View chart
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $6.7M +555% 102k 65.95
 View chart
Ishares Tr Ibonds 27 Etf (Principal) (IBDS) 0.1 $6.7M +29% 288k 23.14
 View chart
Proshares Tr Pshs Ult S&p 500 (SSO) 0.0 $6.6M +3% 123k 53.38
 View chart
Ishares Tr Expanded Tech (IGV) 0.0 $6.6M +4% 19k 341.26
 View chart
eBay (EBAY) 0.0 $6.5M +683% 146k 44.09
 View chart
Ishares Tr Core High Dv Etf (HDV) 0.0 $6.4M +35% 65k 98.89
 View chart
Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 0.0 $6.4M +70% 272k 23.34
 View chart
Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $6.3M 151k 41.77
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.0 $6.2M 26k 234.91
 View chart
Canadian Natl Ry (CNI) 0.0 $6.2M +5% 57k 108.33
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.0 $6.1M +2% 36k 171.46
 View chart
Luminar Technologies Com Cl A (LAZR) 0.0 $6.1M 1.3M 4.55
 View chart
Lennar Corp Cl A (LEN) 0.0 $6.0M +364% 54k 112.23
 View chart
Verizon Communications (VZ) 0.0 $6.0M 186k 32.41
 View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.0 $6.0M +15% 251k 23.84
 View chart
Raymond James Financial (RJF) 0.0 $5.9M +381% 59k 100.43
 View chart
Autodesk (ADSK) 0.0 $5.9M +515% 29k 206.91
 View chart
CBOE Holdings (CBOE) 0.0 $5.9M -3% 38k 156.24
 View chart
Constellation Energy (CEG) 0.0 $5.9M +1790% 54k 109.08
 View chart
Waters Corporation (WAT) 0.0 $5.9M +2074% 22k 274.22
 View chart
CF Industries Holdings (CF) 0.0 $5.9M NEW 69k 85.74
 View chart
United Parcel Service CL B (UPS) 0.0 $5.9M +4% 38k 155.87
 View chart
Western Digital (WDC) 0.0 $5.8M NEW 127k 45.63
 View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.0 $5.8M +8% 251k 23.08
 View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO) 0.0 $5.8M +769% 234k 24.64
 View chart
Paychex (PAYX) 0.0 $5.7M +1435% 50k 115.33
 View chart
Intercontinental Exchange (ICE) 0.0 $5.6M -27% 51k 110.02
 View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.0 $5.6M +25% 61k 91.82
 View chart
Sherwin-Williams Company (SHW) 0.0 $5.6M +47% 22k 255.05
 View chart
Airbnb Com Cl A (ABNB) 0.0 $5.5M -6% 40k 137.21
 View chart
Illinois Tool Works (ITW) 0.0 $5.5M -14% 24k 230.31
 View chart
Vanguard World Fds Materials Etf (VAW) 0.0 $5.5M 32k 171.91
 View chart
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $5.5M 204k 26.91
 View chart
Quanta Services (PWR) 0.0 $5.4M +1205% 29k 187.07
 View chart
NetApp (NTAP) 0.0 $5.4M +1113% 72k 75.88
 View chart
Morgan Stanley Com New (MS) 0.0 $5.4M +2% 66k 81.67
 View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $5.4M +284% 16k 334.95
 View chart
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $5.3M -8% 46k 115.01
 View chart
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $5.3M NEW 174k 30.66
 View chart
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $5.3M +233% 10.00 531477.00
 View chart
Cheniere Energy Com New (LNG) 0.0 $5.3M -7% 32k 166.00
 View chart
Schlumberger Com Stk (SLB) 0.0 $5.3M +19% 91k 58.31
 View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $5.3M -6% 480k 10.95
 View chart
Dex (DXCM) 0.0 $5.3M +1485% 56k 93.30
 View chart
Kimberly-Clark Corporation (KMB) 0.0 $5.2M -18% 43k 120.84
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.0 $5.2M +1020% 184k 28.15
 View chart
Stanley Black & Decker (SWK) 0.0 $5.1M NEW 61k 83.58
 View chart
Ishares Tr Ibonds Dec23 Etf (Principal) (IBDO) 0.0 $5.1M +55% 202k 25.36
 View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $5.1M -8% 56k 91.59
 View chart
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $5.1M -56% 57k 89.22
 View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $5.1M +397% 160k 31.82
 View chart
Humana (HUM) 0.0 $5.1M +6% 10k 486.56
 View chart
Northrop Grumman Corporation (NOC) 0.0 $5.0M +10% 11k 440.18
 View chart
Incyte Corporation (INCY) 0.0 $5.0M NEW 87k 57.77
 View chart
Linde SHS (LIN) 0.0 $5.0M -8% 14k 372.36
 View chart
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $5.0M -4% 68k 73.72
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.0 $5.0M -79% 72k 68.92
 View chart
Becton, Dickinson and (BDX) 0.0 $5.0M +59% 19k 258.53
 View chart
Mondelez Intl Cl A (MDLZ) 0.0 $5.0M +7% 72k 69.40
 View chart
Marsh & McLennan Companies (MMC) 0.0 $4.9M +2% 26k 190.30
 View chart
Ishares Tr Ishares Biotech (IBB) 0.0 $4.9M +8% 40k 122.29
 View chart
Southern Company (SO) 0.0 $4.9M -14% 76k 64.72
 View chart
Wells Fargo & Company (WFC) 0.0 $4.9M 120k 40.86
 View chart
Ishares Tr Core Msci Eafe (IEFA) 0.0 $4.9M -14% 76k 64.35
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.0 $4.9M -4% 18k 272.31
 View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.0 $4.9M 216k 22.47
 View chart
At&t (T) 0.0 $4.7M +3% 313k 15.02
 View chart
Microchip Technology (MCHP) 0.0 $4.7M +38% 60k 78.05
 View chart
Chubb (CB) 0.0 $4.6M -36% 22k 208.18
 View chart
Automatic Data Processing (ADP) 0.0 $4.6M -2% 19k 240.60
 View chart
Scripps E W Co Ohio Cl A New (SSP) 0.0 $4.6M 843k 5.48
 View chart

Past Filings by Lido Advisors

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

View all past filings