Lido Advisors
Latest statistics and disclosures from Lido Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, BSCO, AAPL, BSCP, BSCN, and represent 51.54% of Lido Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$496M), BSCP (+$221M), AGG (+$106M), VOO (+$72M), VEA (+$61M), AAPL (+$51M), VTWO (+$40M), VTEB (+$34M), IVV (+$31M), AMZN (+$31M).
- Started 230 new stock positions in CVBF, VSGX, Us Treasury 6 Month Bill Etf, ATGE, GNRC, SAP, MMP, YELP, FPE, LEG.
- Reduced shares in these 10 stocks: NVDA (-$39M), SHY (-$31M), XLP (-$24M), XLU (-$22M), BSCN (-$19M), QQQ (-$12M), GDX (-$9.9M), EEM (-$8.6M), VNQ (-$8.0M), XLE (-$7.8M).
- Sold out of its positions in AIR, ADTN, ARE, Ari 5.375% 10/15/23, AVB, ATMP, BITF, CSGS, CWT, CPB.
- Lido Advisors was a net buyer of stock by $1.9B.
- Lido Advisors has $11B in assets under management (AUM), dropping by 29.15%.
- Central Index Key (CIK): 0001650150
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Portfolio Holdings for Lido Advisors
Lido Advisors holds 989 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Lido Advisors has 989 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Lido Advisors March 31, 2023 positions
- Download the Lido Advisors March 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 34.1 | $3.6B | +15% | 8.8M | 409.39 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 9.1 | $969M | +2% | 47M | 20.59 |
|
| Apple (AAPL) | 4.0 | $422M | +13% | 2.6M | 164.90 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 2.4 | $251M | +716% | 12M | 20.28 |
|
| Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) | 1.9 | $202M | -8% | 9.6M | 21.08 |
|
| Microsoft Corporation (MSFT) | 1.8 | $193M | +3% | 669k | 288.30 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 1.6 | $174M | +3% | 1.5M | 113.95 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.3 | $133M | +5% | 877k | 151.83 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.1 | $112M | +1787% | 1.1M | 99.64 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.9 | $93M | +6% | 1.5M | 61.47 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.9 | $92M | +5% | 1.4M | 63.91 |
|
| Amazon (AMZN) | 0.8 | $89M | +52% | 863k | 103.29 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $84M | +633% | 222k | 376.05 |
|
| NVIDIA Corporation (NVDA) | 0.7 | $79M | -33% | 285k | 277.77 |
|
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| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.7 | $69M | +5% | 1.5M | 45.10 |
|
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.6 | $67M | +4% | 1.0M | 65.48 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $64M | +1810% | 1.4M | 45.17 |
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.6 | $62M | +4% | 1.2M | 52.89 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $60M | +20% | 293k | 204.10 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $57M | +119% | 138k | 410.17 |
|
| Altria (MO) | 0.5 | $55M | -5% | 1.2M | 44.62 |
|
| UnitedHealth (UNH) | 0.5 | $53M | 113k | 472.59 |
|
|
| Tesla Motors (TSLA) | 0.4 | $47M | +21% | 224k | 207.46 |
|
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.4 | $46M | +3% | 1.3M | 36.60 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $45M | +117% | 146k | 308.77 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $45M | +50% | 429k | 104.00 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $44M | +36% | 427k | 103.73 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $42M | -21% | 132k | 320.93 |
|
| Fidelity Covington Trust Consmr Staples (FSTA) | 0.4 | $41M | +5% | 907k | 45.15 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.4 | $41M | +14160% | 562k | 72.08 |
|
| Abbvie (ABBV) | 0.4 | $40M | +14% | 249k | 159.37 |
|
| Home Depot (HD) | 0.4 | $38M | +65% | 128k | 295.12 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.4 | $38M | -13% | 290k | 129.46 |
|
| Johnson & Johnson (JNJ) | 0.4 | $37M | +3% | 240k | 155.00 |
|
| Essex Property Trust (ESS) | 0.3 | $37M | +2% | 176k | 209.14 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $36M | -17% | 439k | 82.83 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $35M | +5206% | 680k | 50.66 |
|
| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.3 | $33M | +6% | 1.5M | 22.44 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.3 | $32M | +2% | 83k | 385.50 |
|
| Global X Fds Us Pfd Etf (PFFD) | 0.3 | $32M | +8% | 1.6M | 19.86 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $32M | -11% | 289k | 109.66 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $31M | +36% | 239k | 130.31 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $31M | +27% | 289k | 105.50 |
|
| Pepsi (PEP) | 0.3 | $29M | -12% | 160k | 182.30 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.3 | $29M | NEW | 316k | 92.09 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.3 | $29M | +4% | 402k | 71.51 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.3 | $28M | +93% | 870k | 32.15 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.3 | $28M | +4% | 271k | 102.77 |
|
| Visa Com Cl A (V) | 0.3 | $27M | +85% | 120k | 225.46 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $27M | +9% | 69k | 385.37 |
|
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.2 | $26M | +437% | 261k | 101.18 |
|
| Target Corporation (TGT) | 0.2 | $26M | -10% | 156k | 165.62 |
|
| Nike CL B (NKE) | 0.2 | $25M | +6% | 204k | 122.64 |
|
| Broadcom (AVGO) | 0.2 | $25M | +31% | 38k | 642.70 |
|
| Netflix (NFLX) | 0.2 | $24M | -10% | 70k | 345.48 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $24M | NEW | 259k | 91.16 |
|
| Wal-Mart Stores (WMT) | 0.2 | $24M | +9% | 159k | 147.45 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $23M | +653% | 668k | 34.80 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $23M | +5862% | 351k | 65.58 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $23M | +15% | 320k | 71.52 |
|
| Analog Devices (ADI) | 0.2 | $22M | +14% | 113k | 197.22 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.2 | $21M | NEW | 765k | 28.02 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $21M | +2085% | 152k | 140.20 |
|
| Deere & Company (DE) | 0.2 | $21M | +59% | 51k | 412.85 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $21M | +3608% | 333k | 62.40 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $20M | +4% | 151k | 133.85 |
|
| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.2 | $20M | +5% | 427k | 45.59 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $19M | NEW | 397k | 48.77 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.2 | $19M | NEW | 935k | 20.64 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $19M | -6% | 210k | 90.55 |
|
| Meta Platforms Cl A (META) | 0.2 | $19M | +45% | 89k | 211.94 |
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.2 | $19M | +4% | 752k | 24.91 |
|
| Cisco Systems (CSCO) | 0.2 | $18M | +33% | 347k | 52.28 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $18M | +157% | 117k | 151.01 |
|
| Danaher Corporation (DHR) | 0.2 | $17M | +180% | 68k | 252.04 |
|
| Abbott Laboratories (ABT) | 0.2 | $17M | +163% | 170k | 101.26 |
|
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.2 | $17M | +5% | 390k | 43.82 |
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $17M | +394% | 158k | 107.74 |
|
| Pfizer (PFE) | 0.2 | $17M | +29% | 415k | 40.80 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $17M | +49% | 36k | 472.73 |
|
| Goldman Sachs (GS) | 0.2 | $17M | +5% | 51k | 327.12 |
|
| Chevron Corporation (CVX) | 0.2 | $17M | -3% | 101k | 163.16 |
|
| Nextera Energy (NEE) | 0.2 | $17M | +80% | 214k | 77.08 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $17M | +73% | 223k | 73.83 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $16M | -28% | 45k | 363.52 |
|
| Procter & Gamble Company (PG) | 0.1 | $16M | -11% | 105k | 148.69 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $16M | +41% | 31k | 496.86 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $15M | +214% | 157k | 96.70 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $15M | +35% | 82k | 186.02 |
|
| Starbucks Corporation (SBUX) | 0.1 | $15M | 142k | 104.13 |
|
|
| McKesson Corporation (MCK) | 0.1 | $14M | +7% | 40k | 356.05 |
|
| salesforce (CRM) | 0.1 | $14M | +175% | 70k | 199.78 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $14M | +2618% | 260k | 53.47 |
|
| McDonald's Corporation (MCD) | 0.1 | $14M | +22% | 50k | 279.58 |
|
| Qualcomm (QCOM) | 0.1 | $14M | +14% | 107k | 127.57 |
|
| Walt Disney Company (DIS) | 0.1 | $13M | +23% | 134k | 100.13 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $13M | +67% | 47k | 285.81 |
|
| Applied Materials (AMAT) | 0.1 | $13M | 106k | 122.83 |
|
|
| Merck & Co (MRK) | 0.1 | $13M | +8% | 122k | 106.39 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $13M | +6% | 177k | 72.74 |
|
| Ishares Tr Conser Alloc Etf (AOK) | 0.1 | $13M | NEW | 366k | 34.96 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $13M | +103% | 184k | 69.31 |
|
| J.B. Hunt Transport Services (JBHT) | 0.1 | $13M | 72k | 175.46 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $13M | 135k | 93.02 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $13M | -15% | 36k | 343.42 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $12M | +233% | 27k | 458.42 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $12M | +984% | 86k | 144.62 |
|
| Stryker Corporation (SYK) | 0.1 | $12M | +1128% | 43k | 285.47 |
|
| Lam Research Corporation (LRCX) | 0.1 | $12M | +20% | 23k | 530.12 |
|
| Constellation Brands Cl A (STZ) | 0.1 | $12M | +24% | 52k | 225.88 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $12M | -4% | 272k | 43.28 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $12M | +926% | 94k | 123.71 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $12M | +106% | 65k | 178.40 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $12M | +63% | 20k | 576.36 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $12M | -38% | 45k | 255.47 |
|
| Palo Alto Networks (PANW) | 0.1 | $11M | +1165% | 56k | 199.74 |
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| Boeing Company (BA) | 0.1 | $11M | +6% | 51k | 212.43 |
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| BlackRock (BLK) | 0.1 | $11M | +48% | 16k | 669.12 |
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| Tyson Foods Cl A (TSN) | 0.1 | $11M | +981% | 182k | 59.31 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.1 | $11M | +21% | 314k | 34.07 |
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| Micron Technology (MU) | 0.1 | $10M | -22% | 171k | 60.34 |
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| Intel Corporation (INTC) | 0.1 | $10M | +21% | 315k | 32.67 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $10M | +182% | 204k | 50.39 |
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| Advanced Micro Devices (AMD) | 0.1 | $10M | -22% | 105k | 98.01 |
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| Caterpillar (CAT) | 0.1 | $10M | +22% | 45k | 228.84 |
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| RBB Us Treas 3 Mnth (TBIL) | 0.1 | $10M | +59% | 202k | 50.08 |
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| Servicenow (NOW) | 0.1 | $10M | -3% | 22k | 464.72 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $9.7M | -50% | 300k | 32.35 |
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| American Tower Reit (AMT) | 0.1 | $9.6M | +810% | 47k | 204.34 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $9.5M | +4% | 39k | 244.32 |
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| TJX Companies (TJX) | 0.1 | $9.4M | +502% | 120k | 78.36 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $9.3M | 115k | 81.22 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $9.3M | -46% | 112k | 83.04 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $9.3M | -72% | 125k | 74.71 |
|
| Eaton Corp SHS (ETN) | 0.1 | $9.3M | +62% | 54k | 171.34 |
|
| Amgen (AMGN) | 0.1 | $9.2M | -32% | 38k | 241.75 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $9.1M | +14% | 477k | 19.16 |
|
| Ishares Tr Ibonds Dec24 Etf (Principal) (IBDP) | 0.1 | $9.1M | NEW | 371k | 24.59 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $9.0M | +386% | 43k | 210.92 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $8.9M | +44% | 58k | 152.26 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $8.8M | +259% | 457k | 19.30 |
|
| Metropcs Communications (TMUS) | 0.1 | $8.8M | -16% | 61k | 144.84 |
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| Wells Fargo & Company (WFC) | 0.1 | $8.8M | +60% | 235k | 37.38 |
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| Luminar Technologies Com Cl A (LAZR) | 0.1 | $8.6M | 1.3M | 6.49 |
|
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| Oracle Corporation (ORCL) | 0.1 | $8.6M | -30% | 93k | 92.92 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $8.6M | -78% | 104k | 82.16 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $8.5M | 61k | 139.00 |
|
|
| Philip Morris International (PM) | 0.1 | $8.4M | +5% | 87k | 97.25 |
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| Intuit (INTU) | 0.1 | $8.3M | +585% | 19k | 445.82 |
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| Fidelity Covington Trust Low Volity Etf (FDLO) | 0.1 | $8.3M | 175k | 47.48 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $8.3M | +298% | 173k | 47.85 |
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.1 | $8.2M | +18% | 148k | 55.74 |
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| Coca-Cola Company (KO) | 0.1 | $8.1M | +46% | 130k | 62.03 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $8.0M | +5% | 160k | 50.40 |
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| Bank of America Corporation (BAC) | 0.1 | $8.0M | +7% | 280k | 28.60 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $8.0M | -35% | 34k | 235.39 |
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| Scripps E W Co Ohio Cl A New (SSP) | 0.1 | $7.9M | 843k | 9.41 |
|
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $7.8M | +564% | 41k | 189.56 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $7.6M | -14% | 24k | 315.07 |
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| Intercontinental Exchange (ICE) | 0.1 | $7.5M | +136% | 72k | 104.29 |
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| Verizon Communications (VZ) | 0.1 | $7.4M | -28% | 190k | 38.89 |
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| Union Pacific Corporation (UNP) | 0.1 | $7.3M | +17% | 36k | 201.25 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $7.3M | +13% | 78k | 93.59 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $7.2M | +16% | 52k | 138.10 |
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| International Business Machines (IBM) | 0.1 | $7.0M | 53k | 131.09 |
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| Illinois Tool Works (ITW) | 0.1 | $6.9M | +19% | 28k | 243.42 |
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| Schlumberger Com Stk (SLB) | 0.1 | $6.9M | +8% | 140k | 49.10 |
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| Roper Industries (ROP) | 0.1 | $6.7M | +2206% | 15k | 440.70 |
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| Gilead Sciences (GILD) | 0.1 | $6.6M | -2% | 80k | 82.97 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $6.6M | 49k | 134.22 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $6.5M | +134% | 42k | 154.01 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $6.5M | +5% | 59k | 109.94 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $6.4M | +48% | 69k | 92.81 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $6.3M | +3% | 550k | 11.48 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $6.3M | +29% | 131k | 48.37 |
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| General Electric Com New (GE) | 0.1 | $6.2M | +279% | 65k | 95.60 |
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| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.1 | $6.2M | +684% | 123k | 50.20 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $6.2M | -7% | 62k | 99.12 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $6.2M | +7% | 50k | 124.07 |
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| General Dynamics Corporation (GD) | 0.1 | $6.2M | -24% | 27k | 228.21 |
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| Paypal Holdings (PYPL) | 0.1 | $6.1M | +193% | 81k | 75.94 |
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| Chubb (CB) | 0.1 | $6.1M | +89% | 31k | 194.18 |
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| Vanguard World Fds Materials Etf (VAW) | 0.1 | $5.9M | -50% | 33k | 177.82 |
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| At&t (T) | 0.1 | $5.9M | -42% | 309k | 19.25 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $5.9M | -18% | 78k | 75.55 |
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| Mosaic (MOS) | 0.1 | $5.8M | +2% | 126k | 45.88 |
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| United Parcel Service CL B (UPS) | 0.1 | $5.8M | +35% | 30k | 193.99 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $5.8M | 62k | 92.60 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $5.6M | +506% | 83k | 67.85 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $5.5M | -8% | 21k | 263.19 |
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| Sherwin-Williams Company (SHW) | 0.1 | $5.4M | +21% | 24k | 224.79 |
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| Linde SHS | 0.1 | $5.4M | NEW | 15k | 355.44 |
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| Canadian Natl Ry (CNI) | 0.0 | $5.3M | NEW | 60k | 87.17 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $5.2M | 23k | 225.23 |
|
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| Cheniere Energy Com New (LNG) | 0.0 | $5.2M | +557% | 33k | 157.60 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $5.2M | +219% | 123k | 41.93 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $5.2M | 103k | 50.32 |
|
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| Ishares Tr Expanded Tech (IGV) | 0.0 | $5.2M | -3% | 17k | 304.70 |
|
| Southern Company (SO) | 0.0 | $5.2M | +2% | 74k | 69.59 |
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.0 | $5.2M | NEW | 219k | 23.53 |
|
| Wayfair Cl A (W) | 0.0 | $5.1M | 148k | 34.34 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $5.0M | -18% | 32k | 156.78 |
|
| CBOE Holdings Put Option (CBOE) | 0.0 | $5.0M | 38k | 134.24 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $5.0M | +302% | 75k | 66.85 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.0 | $5.0M | NEW | 217k | 23.08 |
|
| Morgan Stanley Com New (MS) | 0.0 | $5.0M | +62% | 57k | 87.80 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $4.9M | +70% | 27k | 183.22 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $4.9M | +1187% | 61k | 80.66 |
|
| Ishares Tr Msci Usa Sze Ft (SIZE) | 0.0 | $4.9M | 42k | 117.86 |
|
|
| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.0 | $4.9M | NEW | 202k | 24.01 |
|
| Global X Fds Internet Of Thng (SNSR) | 0.0 | $4.8M | 145k | 33.28 |
|
|
| Graphic Packaging Holding Company Put Option (GPK) | 0.0 | $4.8M | 188k | 25.49 |
|
|
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.0 | $4.8M | NEW | 192k | 25.04 |
|
| Medtronic SHS (MDT) | 0.0 | $4.8M | +337% | 59k | 80.62 |
|
| Ishares Tr Cybersecurity (IHAK) | 0.0 | $4.7M | 128k | 36.35 |
|
|
| Annaly Capital Management In Com New (NLY) | 0.0 | $4.6M | -3% | 241k | 19.11 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $4.6M | +181% | 34k | 134.87 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $4.6M | +4% | 9.9k | 461.72 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $4.5M | +32% | 18k | 250.16 |
|
| Citigroup Com New (C) | 0.0 | $4.5M | +181% | 96k | 46.89 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $4.5M | 35k | 129.16 |
|
|
| 3M Company (MMM) | 0.0 | $4.4M | -23% | 42k | 105.11 |
|
| National Fuel Gas (NFG) | 0.0 | $4.4M | +96% | 76k | 57.74 |
|
| Humana Put Option (HUM) | 0.0 | $4.3M | +23% | 8.9k | 485.46 |
|
| Corning Incorporated (GLW) | 0.0 | $4.3M | -19% | 123k | 35.28 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $4.3M | -33% | 57k | 74.31 |
|
| Spdr Ser Tr Ice Pfd Sec Etf (PSK) | 0.0 | $4.3M | +3% | 125k | 33.96 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $4.2M | +176% | 43k | 99.25 |
|
| Consolidated Edison (ED) | 0.0 | $4.2M | 44k | 95.67 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $4.2M | -9% | 55k | 76.23 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $4.1M | -67% | 104k | 39.46 |
|
| Lowe's Companies (LOW) | 0.0 | $4.1M | +14% | 21k | 199.90 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $4.1M | +419% | 78k | 52.38 |
|
| Ishares Tr Blackrock Ultra (ICSH) | 0.0 | $4.0M | NEW | 81k | 50.25 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $4.0M | +5% | 16k | 249.44 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $4.0M | +9% | 32k | 124.40 |
|
| Global X Fds Genomic Biotech (GNOM) | 0.0 | $4.0M | 324k | 12.32 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $4.0M | 57k | 69.71 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $4.0M | +32% | 53k | 75.15 |
|
| American Express Company (AXP) | 0.0 | $3.9M | +44% | 23k | 164.95 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) | 0.0 | $3.8M | +447% | 14k | 275.98 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $3.8M | -30% | 23k | 166.56 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $3.8M | 27k | 140.87 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $3.8M | +5% | 9.6k | 399.16 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $3.8M | 48k | 79.66 |
|
|
| United Rentals (URI) | 0.0 | $3.8M | +783% | 9.5k | 395.78 |
|
| Honeywell International (HON) | 0.0 | $3.7M | -51% | 20k | 191.12 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $3.7M | -13% | 63k | 58.54 |
|
| Dollar General (DG) | 0.0 | $3.6M | +395% | 17k | 210.45 |
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $3.6M | +27% | 95k | 38.00 |
|
Past Filings by Lido Advisors
SEC 13F filings are viewable for Lido Advisors going back to 2017
- 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
- Lido Advisors 2018 Q2 amended filed Nov. 12, 2021
- Lido Advisors 2018 Q3 amended filed Nov. 12, 2021
- Lido Advisors 2018 Q4 amended filed Nov. 12, 2021
- Lido Advisors 2019 Q1 amended filed Nov. 12, 2021
- Lido Advisors 2019 Q2 amended filed Nov. 12, 2021