Lido Advisors
Latest statistics and disclosures from Lido Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, BSCM, AAPL, IVE, FTEC, and represent 28.73% of Lido Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$71M), BSCN (+$62M), IVE (+$51M), XLF (+$21M), BSCM (+$18M), EXPI (+$13M), SHY (+$12M), IJK (+$9.9M), IJJ (+$9.8M), BABA (+$9.0M).
- Started 97 new stock positions in MGM, NUMG, Virtus Allianzgi Artificial, ERII, RBC, TMV, MXIM, TSCO, TRV, VFVA.
- Reduced shares in these 10 stocks: IVW (-$59M), XLY (-$15M), SCHW (-$12M), MPLX (-$6.9M), GOOGL (-$5.9M), LUV (-$5.6M), MGK, MTZ, MO, XLP.
- Sold out of its positions in Allianzgi Artificial, ARCC, AZN, ADSK, BMA, BIGC, BTZ, SAM, AI, CBLAQ.
- Lido Advisors was a net buyer of stock by $341M.
- Lido Advisors has $3.4B in assets under management (AUM), dropping by 15.40%.
- Central Index Key (CIK): 0001650150
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Portfolio Holdings for Lido Advisors
Companies in the Lido Advisors portfolio as of the March 2021 quarterly 13F filing
Lido Advisors has 735 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Lido Advisors March 31, 2021 positions
- Download the Lido Advisors March 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 8.8 | $301M | +31% | 758k | 397.52 | |
| Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) | 8.3 | $284M | +6% | 13M | 21.64 | |
| Apple (AAPL) | 5.9 | $204M | 1.7M | 122.15 | ||
| Ishares Tr S&p 500 Val Etf (IVE) | 3.0 | $102M | +98% | 723k | 141.24 | |
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 2.8 | $95M | +6% | 898k | 105.86 | |
| Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) | 2.4 | $81M | +318% | 3.7M | 21.77 | |
| Microsoft Corporation (MSFT) | 2.3 | $79M | 336k | 235.77 | ||
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 1.6 | $54M | +10% | 914k | 58.96 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.5 | $51M | -53% | 785k | 65.11 | |
| Altria (MO) | 1.5 | $51M | -8% | 977k | 52.02 | |
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 1.4 | $48M | +15% | 983k | 48.95 | |
| Invesco Exch Trd Slf Idx Bulshs 2021 Cb (BSCL) | 1.4 | $48M | +4% | 2.3M | 21.13 | |
| Amazon (AMZN) | 1.4 | $47M | +2% | 15k | 3094.22 | |
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 1.3 | $46M | 605k | 76.34 | ||
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| Essex Property Trust (ESS) | 1.3 | $46M | 167k | 273.93 | ||
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 1.2 | $40M | +19% | 768k | 52.08 | |
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 1.1 | $39M | +7% | 791k | 49.32 | |
| Johnson & Johnson (JNJ) | 0.9 | $32M | +2% | 197k | 164.35 | |
| Tesla Motors (TSLA) | 0.9 | $29M | +13% | 44k | 667.95 | |
| Exp World Holdings Inc equities (EXPI) | 0.8 | $27M | +90% | 600k | 45.55 | |
| Facebook Cl A (FB) | 0.7 | $25M | 85k | 294.53 | ||
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.7 | $25M | +515% | 726k | 34.05 | |
| Home Depot (HD) | 0.7 | $24M | +24% | 79k | 305.25 | |
| UnitedHealth (UNH) | 0.7 | $24M | +14% | 63k | 372.07 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $22M | +15% | 147k | 152.23 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.6 | $22M | +86% | 274k | 78.37 | |
| Select Sector Spdr Tr Communication (XLC) | 0.6 | $21M | +7% | 293k | 73.32 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.6 | $21M | +85% | 208k | 101.93 | |
| Fidelity Covington Trust Consmr Staples (FSTA) | 0.6 | $21M | -2% | 500k | 41.59 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $20M | -22% | 9.8k | 2062.67 | |
| Lam Research Corporation (LRCX) | 0.6 | $20M | +7% | 34k | 596.60 | |
| Procter & Gamble Company (PG) | 0.6 | $19M | +10% | 141k | 135.43 | |
| Analog Devices (ADI) | 0.6 | $19M | -2% | 122k | 155.08 | |
| Select Sector Spdr Tr Technology (XLK) | 0.5 | $18M | 136k | 132.81 | ||
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $18M | 8.6k | 2068.66 | ||
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $17M | +4% | 198k | 84.72 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $17M | +15% | 53k | 319.51 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $16M | +59% | 64k | 255.47 | |
| Scripps E W Co Ohio Cl A New (SSP) | 0.5 | $16M | 840k | 19.27 | ||
| NVIDIA Corporation (NVDA) | 0.5 | $16M | 30k | 533.95 | ||
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.4 | $15M | +3% | 195k | 78.80 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.4 | $15M | -4% | 42k | 358.49 | |
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.4 | $15M | -2% | 330k | 44.29 | |
| Global X Fds Us Pfd Etf (PFFD) | 0.4 | $15M | +69% | 567k | 25.51 | |
| Abbvie (ABBV) | 0.4 | $14M | +19% | 131k | 108.22 | |
| Visa Com Cl A (V) | 0.4 | $13M | +35% | 63k | 211.72 | |
| Pepsi (PEP) | 0.4 | $13M | +18% | 94k | 141.46 | |
| Merck & Co (MRK) | 0.4 | $13M | +6% | 169k | 77.73 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $13M | +9% | 62k | 206.69 | |
| Nike CL B (NKE) | 0.4 | $13M | +16% | 96k | 133.15 | |
| Goldman Sachs (GS) | 0.4 | $13M | 39k | 327.00 | ||
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $13M | +4488% | 145k | 86.25 | |
| Netflix (NFLX) | 0.4 | $12M | +14% | 24k | 521.67 | |
| Canopy Gro (CGC) | 0.4 | $12M | 383k | 32.03 | ||
| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.4 | $12M | +42% | 923k | 13.25 | |
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.4 | $12M | +16% | 438k | 27.49 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $12M | +20% | 25k | 475.36 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $12M | +19% | 172k | 69.19 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $11M | +77% | 112k | 101.09 | |
| Advanced Micro Devices (AMD) | 0.3 | $11M | +17% | 144k | 78.50 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $11M | +443% | 49k | 226.73 | |
| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.3 | $11M | +9% | 248k | 44.25 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $11M | +7% | 92k | 118.72 | |
| Qualcomm (QCOM) | 0.3 | $11M | 81k | 132.60 | ||
| Roku Com Cl A (ROKU) | 0.3 | $11M | +20% | 33k | 325.77 | |
| Bank of America Corporation (BAC) | 0.3 | $11M | +41% | 272k | 38.69 | |
| Target Corporation (TGT) | 0.3 | $10M | +206% | 53k | 198.07 | |
| salesforce (CRM) | 0.3 | $10M | +3% | 49k | 211.88 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.3 | $10M | +15% | 64k | 160.86 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $10M | 125k | 82.19 | ||
| Walt Disney Company (DIS) | 0.3 | $10M | +33% | 55k | 184.52 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $10M | -59% | 61k | 168.07 | |
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $10M | +12% | 136k | 74.53 | |
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.3 | $10M | 90k | 112.94 | ||
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $10M | 164k | 61.52 | ||
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.3 | $9.8M | +14% | 235k | 41.49 | |
| Fidelity Covington Trust Low Volity Etf (FDLO) | 0.3 | $9.7M | 221k | 43.86 | ||
| J.B. Hunt Transport Services (JBHT) | 0.3 | $9.6M | +13% | 57k | 168.07 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $9.6M | +8% | 24k | 397.80 | |
| Etf Ser Solutions Us Glb Jets (JETS) | 0.3 | $9.4M | +125% | 350k | 26.91 | |
| Cisco Systems (CSCO) | 0.3 | $9.3M | +27% | 180k | 51.71 | |
| Wal-Mart Stores (WMT) | 0.3 | $9.0M | -17% | 66k | 136.37 | |
| McKesson Corporation (MCK) | 0.3 | $8.7M | +11% | 45k | 195.44 | |
| Intel Corporation (INTC) | 0.3 | $8.7M | +13% | 136k | 64.00 | |
| Amgen (AMGN) | 0.3 | $8.7M | +17% | 35k | 248.83 | |
| Pfizer (PFE) | 0.3 | $8.6M | +26% | 237k | 36.23 | |
| International Business Machines (IBM) | 0.2 | $8.5M | +12% | 64k | 133.26 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $8.3M | +4% | 23k | 364.31 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $8.0M | +16% | 106k | 75.87 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $7.8M | +20% | 140k | 55.83 | |
| Servicenow (NOW) | 0.2 | $7.7M | -19% | 15k | 500.13 | |
| Verizon Communications (VZ) | 0.2 | $7.4M | -34% | 127k | 58.15 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $7.3M | +12% | 21k | 356.06 | |
| Pimco Etf Tr Active Bd Etf (BOND) | 0.2 | $7.2M | +2% | 66k | 109.46 | |
| Citrix Systems (CTXS) | 0.2 | $6.8M | +15% | 49k | 140.37 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.2 | $6.8M | +5% | 453k | 15.00 | |
| Akamai Technologies (AKAM) | 0.2 | $6.8M | +11% | 67k | 101.90 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $6.8M | -7% | 53k | 128.24 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $6.8M | 64k | 105.72 | ||
| Zillow Group Cl A (ZG) | 0.2 | $6.5M | +1083% | 49k | 131.38 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $6.4M | -4% | 73k | 87.69 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $6.1M | -12% | 61k | 100.74 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.2 | $6.1M | +47% | 230k | 26.54 | |
| Abbott Laboratories (ABT) | 0.2 | $6.0M | +19% | 50k | 119.84 | |
| Wynn Resorts (WYNN) | 0.2 | $5.9M | +48% | 47k | 125.38 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $5.9M | -3% | 24k | 243.06 | |
| Oracle Corporation (ORCL) | 0.2 | $5.9M | +32% | 84k | 70.16 | |
| Chevron Corporation (CVX) | 0.2 | $5.9M | +69% | 56k | 104.79 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $5.7M | 69k | 82.51 | ||
| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $5.6M | -2% | 23k | 237.22 | |
| Ishares Tr Msci Usa Value (VLUE) | 0.2 | $5.4M | +93% | 53k | 102.45 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $5.4M | +25% | 101k | 54.11 | |
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.2 | $5.4M | -15% | 176k | 30.66 | |
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $5.3M | +37% | 41k | 131.46 | |
| Vanguard Wellington Us Value Factr (VFVA) | 0.2 | $5.3M | NEW | 56k | 94.50 | |
| At&t (T) | 0.2 | $5.2M | +60% | 172k | 30.27 | |
| Ishares Tr Msci Usa Sze Ft (SIZE) | 0.1 | $5.1M | +99% | 43k | 120.08 | |
| Mohawk Group Holdings Ord (MWK) | 0.1 | $5.0M | +144% | 171k | 29.50 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $4.9M | 26k | 189.01 | ||
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $4.9M | 51k | 96.03 | ||
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.1 | $4.8M | +2% | 49k | 98.46 | |
| Global X Fds Internet Of Thng (SNSR) | 0.1 | $4.8M | NEW | 145k | 33.33 | |
| Spdr Ser Tr S&p Kensho Futre (FITE) | 0.1 | $4.8M | +60% | 100k | 48.11 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $4.8M | +45% | 40k | 121.77 | |
| Altice Usa Cl A (ATUS) | 0.1 | $4.8M | 147k | 32.53 | ||
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $4.8M | 41k | 116.73 | ||
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.1 | $4.7M | +27% | 53k | 88.73 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $4.6M | +8% | 51k | 91.60 | |
| Charter Communications Inc N Cl A (CHTR) | 0.1 | $4.6M | 7.4k | 617.04 | ||
| Netstreit Corp (NTST) | 0.1 | $4.6M | -9% | 247k | 18.49 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $4.5M | -2% | 118k | 38.40 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $4.5M | +16% | 32k | 140.15 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $4.4M | +4% | 20k | 220.97 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $4.3M | 59k | 73.94 | ||
| Costco Wholesale Corporation (COST) | 0.1 | $4.3M | +27% | 12k | 352.52 | |
| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $4.2M | -3% | 17k | 252.43 | |
| Sea Sponsord Ads (SE) | 0.1 | $4.2M | -38% | 19k | 223.22 | |
| Royal Caribbean Cruises (RCL) | 0.1 | $4.1M | +13% | 48k | 85.61 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $4.1M | +18% | 52k | 79.11 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $4.1M | 18k | 223.84 | ||
| Coca-Cola Company (KO) | 0.1 | $4.1M | +15% | 77k | 53.11 | |
| Broadcom (AVGO) | 0.1 | $4.0M | +39% | 8.7k | 463.68 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $4.0M | +28% | 8.8k | 456.61 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.1 | $3.9M | +37% | 141k | 27.59 | |
| Ciena Corp Com New (CIEN) | 0.1 | $3.8M | +12% | 70k | 54.72 | |
| Hldgs (UAL) | 0.1 | $3.8M | +19% | 66k | 57.54 | |
| McDonald's Corporation (MCD) | 0.1 | $3.7M | -23% | 17k | 224.16 | |
| Boeing Company (BA) | 0.1 | $3.7M | 15k | 254.72 | ||
| Caterpillar (CAT) | 0.1 | $3.7M | -11% | 16k | 231.91 | |
| Synchrony Financial (SYF) | 0.1 | $3.7M | +502% | 90k | 40.66 | |
| Discovery Com Ser C (DISCK) | 0.1 | $3.5M | 94k | 36.89 | ||
| Northrop Grumman Corporation (NOC) | 0.1 | $3.5M | -6% | 11k | 323.62 | |
| Nextera Energy (NEE) | 0.1 | $3.4M | +12% | 45k | 75.61 | |
| Paypal Holdings (PYPL) | 0.1 | $3.4M | -17% | 14k | 242.82 | |
| Applied Materials (AMAT) | 0.1 | $3.2M | +143% | 24k | 133.59 | |
| Illinois Tool Works (ITW) | 0.1 | $3.2M | +10% | 14k | 222.64 | |
| Starbucks Corporation (SBUX) | 0.1 | $3.2M | +5% | 29k | 109.26 | |
| Eli Lilly & Co. (LLY) | 0.1 | $3.1M | +35% | 17k | 186.83 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $3.1M | +19% | 29k | 108.53 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $3.0M | -2% | 20k | 151.54 | |
| Discover Financial Services (DFS) | 0.1 | $3.0M | -44% | 32k | 95.00 | |
| Ishares Tr Nasdaq Biotech (IBB) | 0.1 | $3.0M | +7% | 20k | 150.57 | |
| Gilead Sciences (GILD) | 0.1 | $3.0M | +53% | 46k | 64.63 | |
| American Express Company (AXP) | 0.1 | $2.9M | +7% | 20k | 141.88 | |
| Vaneck Vectors Etf Tr Semiconductor Et (SMH) | 0.1 | $2.8M | +190% | 12k | 243.58 | |
| Cloudflare Cl A Com (NET) | 0.1 | $2.8M | -19% | 40k | 70.25 | |
| Ishares Tr Expanded Tech (IGV) | 0.1 | $2.8M | +10% | 8.2k | 341.42 | |
| Teladoc (TDOC) | 0.1 | $2.8M | NEW | 15k | 181.73 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.7M | +15% | 11k | 257.07 | |
| BlackRock Income Trust (BKT) | 0.1 | $2.7M | +14% | 446k | 6.11 | |
| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $2.7M | +68% | 52k | 52.39 | |
| Honeywell International (HON) | 0.1 | $2.7M | +7% | 12k | 217.05 | |
| Fidelity Covington Trust Divid Etf Risi (FDRR) | 0.1 | $2.6M | 65k | 40.20 | ||
| BlackRock Enhanced Government Fund (EGF) | 0.1 | $2.6M | +14% | 206k | 12.76 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $2.6M | +5% | 5.5k | 476.90 | |
| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.1 | $2.6M | 48k | 54.00 | ||
| Micron Technology (MU) | 0.1 | $2.5M | -2% | 29k | 88.21 | |
| Lowe's Companies (LOW) | 0.1 | $2.5M | +2% | 13k | 190.17 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.5M | -8% | 9.1k | 276.31 | |
| Las Vegas Sands (LVS) | 0.1 | $2.5M | +258% | 41k | 60.77 | |
| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.1 | $2.5M | +2% | 49k | 50.75 | |
| Union Pacific Corporation (UNP) | 0.1 | $2.4M | +4% | 11k | 220.40 | |
| Biontech Se Sponsored Ads (BNTX) | 0.1 | $2.4M | NEW | 22k | 109.18 | |
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $2.4M | NEW | 108k | 22.13 | |
| Sherwin-Williams Company (SHW) | 0.1 | $2.3M | +27% | 3.2k | 738.10 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $2.3M | -7% | 20k | 113.82 | |
| Shopify Cl A (SHOP) | 0.1 | $2.3M | +7% | 2.1k | 1106.43 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $2.3M | +38% | 14k | 165.64 | |
| Cerence (CRNC) | 0.1 | $2.2M | -32% | 25k | 89.57 | |
| J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) | 0.1 | $2.2M | +203% | 44k | 51.04 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $2.2M | +27% | 45k | 49.07 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $2.2M | -19% | 39k | 56.40 | |
| Vaneck Vectors Etf Tr Pfd Secs Ex Finl (PFXF) | 0.1 | $2.2M | 106k | 20.81 | ||
| Ishares Tr Ibonds Dec22 Etf (IBDN) | 0.1 | $2.2M | 85k | 25.47 | ||
| Wells Fargo & Company (WFC) | 0.1 | $2.1M | 55k | 39.07 | ||
| Vanguard World Fds Consum Stp Etf (VDC) | 0.1 | $2.1M | 12k | 178.24 | ||
| Spdr Ser Tr Wells Fg Pfd Etf (PSK) | 0.1 | $2.1M | +82% | 49k | 43.43 | |
| Eaton Corp SHS (ETN) | 0.1 | $2.1M | +10% | 15k | 138.31 | |
| Bristol Myers Squibb (BMY) | 0.1 | $2.1M | -11% | 33k | 63.63 | |
| Spdr Ser Tr Spdr Bloomberg (BIL) | 0.1 | $2.1M | -35% | 23k | 91.50 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $2.1M | +76% | 26k | 80.52 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $2.0M | +8% | 23k | 87.20 | |
| Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) | 0.1 | $2.0M | 103k | 19.35 | ||
| CVS Caremark Corporation (CVS) | 0.1 | $2.0M | +11% | 26k | 75.23 | |
| Ishares Silver Tr Ishares (SLV) | 0.1 | $2.0M | -3% | 86k | 22.70 | |
| United Parcel Service CL B (UPS) | 0.1 | $1.9M | +3% | 11k | 170.02 | |
| Walgreen Boots Alliance (WBA) | 0.1 | $1.9M | +15% | 35k | 54.90 | |
| 3M Company (MMM) | 0.1 | $1.9M | -2% | 9.9k | 192.65 | |
| Broadmark Rlty Cap (BRMK) | 0.1 | $1.9M | +45% | 176k | 10.51 | |
| Corning Incorporated (GLW) | 0.1 | $1.8M | +17% | 42k | 43.52 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $1.8M | 15k | 118.04 | ||
| Ishares Tr Glb Infrastr Etf (IGF) | 0.1 | $1.8M | 40k | 45.06 | ||
| Ark Etf Tr Fintech Innova (ARKF) | 0.1 | $1.8M | +161% | 35k | 51.09 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.8M | +13% | 34k | 53.34 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $1.8M | 18k | 99.68 | ||
| Fifth Third Ban (FITB) | 0.1 | $1.8M | +9% | 48k | 37.71 | |
| Spdr Ser Tr Aerospace Def (XAR) | 0.1 | $1.8M | +13% | 14k | 125.63 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.7M | -5% | 11k | 159.96 | |
| Pennsylvania Real Estate Inv Sh Ben Int (PEI) | 0.1 | $1.7M | +77% | 904k | 1.92 | |
| Graphic Packaging Holding Company (GPK) | 0.1 | $1.7M | 95k | 18.24 | ||
| DNP Select Income Fund (DNP) | 0.1 | $1.7M | NEW | 174k | 9.94 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $1.7M | 46k | 37.62 | ||
| BlackRock (BLK) | 0.1 | $1.7M | +19% | 2.3k | 754.06 | |
| Cdw (CDW) | 0.0 | $1.7M | 10k | 165.81 | ||
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $1.7M | -58% | 31k | 54.68 | |
| Us Bancorp Del Com New (USB) | 0.0 | $1.7M | -16% | 31k | 55.72 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $1.7M | +5% | 35k | 48.29 | |
| Philip Morris International (PM) | 0.0 | $1.7M | -24% | 19k | 89.96 | |
| Citigroup Com New (C) | 0.0 | $1.7M | +16% | 23k | 72.77 | |
| Norfolk Southern (NSC) | 0.0 | $1.7M | +4% | 6.1k | 268.59 | |
| Southern Company (SO) | 0.0 | $1.6M | 26k | 62.16 | ||
| Lockheed Martin Corporation (LMT) | 0.0 | $1.6M | -7% | 4.4k | 369.51 | |
| Docusign (DOCU) | 0.0 | $1.6M | +3% | 8.0k | 202.51 | |
| Whirlpool Corporation (WHR) | 0.0 | $1.6M | +8% | 7.3k | 220.32 | |
| TJX Companies (TJX) | 0.0 | $1.6M | 24k | 66.17 | ||
| Tennant Company (TNC) | 0.0 | $1.6M | -3% | 20k | 79.89 | |
| Deere & Company (DE) | 0.0 | $1.6M | -3% | 4.2k | 376.03 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $1.6M | -53% | 11k | 147.06 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $1.6M | 14k | 110.73 | ||
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $1.6M | -3% | 6.0k | 260.32 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.6M | +6% | 26k | 58.84 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $1.5M | +10% | 17k | 93.06 | |
| Vanguard World Fds Utilities Etf (VPU) | 0.0 | $1.5M | +98% | 11k | 140.53 | |
| Ishares Tr National Mun Etf (MUB) | 0.0 | $1.5M | -7% | 13k | 116.02 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $1.5M | +8% | 15k | 100.49 | |
| Brunswick Corporation (BC) | 0.0 | $1.5M | +8% | 16k | 95.35 | |
| Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) | 0.0 | $1.5M | 50k | 29.19 | ||
| Omni (OMC) | 0.0 | $1.5M | +12% | 20k | 74.85 | |
| Vmware Cl A Com (VMW) | 0.0 | $1.5M | +135% | 9.7k | 150.45 | |
| Snap-on Incorporated (SNA) | 0.0 | $1.4M | +6% | 6.2k | 230.68 | |
Past Filings by Lido Advisors
SEC 13F filings are viewable for Lido Advisors going back to 2017
- Lido Advisors 2021 Q1 filed May 13, 2021
- 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