Lido Advisors
Latest statistics and disclosures from Lido Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, BSCO, BSCP, AAPL, MSFT, and represent 55.89% of Lido Advisors's stock portfolio.
- Added to shares of these 10 stocks: BSCP (+$250M), IVW (+$45M), AAPL (+$34M), MSFT (+$26M), VT (+$21M), XLY (+$21M), FTEC (+$17M), QQQ (+$15M), JIRE (+$15M), DIS (+$14M).
- Started 113 new stock positions in MFG, TWNK, STEM, BRO, JIRE, TYL, FUL, MTCH, IUSB, BCO.
- Reduced shares in these 10 stocks: SPY (-$804M), BSCO (-$65M), BSCN (-$33M), XLV (-$28M), ACWI (-$23M), EFA (-$19M), AMZN (-$19M), VEU (-$14M), IJK (-$13M), IBDP (-$12M).
- Sold out of its positions in SDOG, ATEN, ARKK, ASO, AHCO, ADUS, ATGE, ASIX, ARE, American Finance Trust Inc ltd partnership.
- Lido Advisors was a net seller of stock by $-406M.
- Lido Advisors has $13B in assets under management (AUM), dropping by -6.19%.
- Central Index Key (CIK): 0001650150
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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.
- Sign up to view all of the Lido Advisors Sept. 30, 2023 positions
- Download the Lido Advisors September 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) | 35.8 | $4.7B | -14% | 11M | 427.48 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 8.8 | $1.2B | -5% | 56M | 20.67 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 5.6 | $741M | +50% | 37M | 20.11 |
|
| Apple (AAPL) | 3.7 | $493M | +7% | 2.9M | 171.20 |
|
| Microsoft Corporation (MSFT) | 1.9 | $255M | +11% | 807k | 315.75 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 1.5 | $203M | +9% | 1.7M | 122.93 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.3 | $171M | +35% | 2.5M | 68.42 |
|
| Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) | 1.2 | $156M | -17% | 7.4M | 21.23 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $137M | +8% | 316k | 434.99 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.0 | $135M | +10% | 877k | 153.84 |
|
| Amazon (AMZN) | 0.8 | $102M | -15% | 803k | 127.12 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.8 | $102M | +4% | 1.7M | 60.60 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $99M | -6% | 1.1M | 94.04 |
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.7 | $92M | +4% | 2.0M | 46.56 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $87M | -2% | 220k | 392.70 |
|
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.6 | $78M | +7% | 1.1M | 69.86 |
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.6 | $75M | +10% | 1.4M | 54.12 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $70M | +10% | 327k | 212.41 |
|
| Tesla Motors (TSLA) | 0.5 | $68M | +2% | 272k | 250.22 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $66M | -11% | 1.5M | 43.72 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $65M | 152k | 429.43 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $65M | +30% | 180k | 358.27 |
|
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.5 | $61M | +10% | 1.5M | 39.71 |
|
| Altria (MO) | 0.5 | $61M | +14% | 1.4M | 42.05 |
|
| UnitedHealth (UNH) | 0.5 | $60M | 119k | 504.17 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $59M | +2% | 450k | 130.86 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $55M | -9% | 414k | 131.85 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $53M | 150k | 350.30 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.4 | $51M | +68% | 551k | 93.18 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.4 | $47M | -4% | 287k | 163.93 |
|
| Broadcom (AVGO) | 0.3 | $45M | +14% | 54k | 830.58 |
|
| Fidelity Covington Trust Consmr Staples (FSTA) | 0.3 | $43M | +3% | 1.0M | 42.58 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $40M | +20% | 277k | 145.02 |
|
| Abbvie (ABBV) | 0.3 | $39M | -18% | 263k | 149.06 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.3 | $39M | +2% | 2.1M | 18.79 |
|
| Johnson & Johnson (JNJ) | 0.3 | $38M | +4% | 244k | 155.76 |
|
| Home Depot (HD) | 0.3 | $38M | 124k | 302.16 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $37M | +16% | 139k | 265.99 |
|
| Essex Property Trust (ESS) | 0.3 | $37M | 173k | 212.09 |
|
|
| Exxon Mobil Corporation (XOM) | 0.3 | $35M | -19% | 301k | 117.58 |
|
| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.3 | $35M | -10% | 1.4M | 24.91 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $34M | +7% | 66k | 509.90 |
|
| Meta Platforms Cl A (META) | 0.2 | $32M | +2% | 108k | 300.21 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.2 | $31M | -11% | 433k | 71.44 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $31M | -12% | 642k | 48.10 |
|
| Visa Com Cl A (V) | 0.2 | $29M | +2% | 124k | 230.17 |
|
| Pepsi (PEP) | 0.2 | $28M | +5% | 165k | 169.44 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.2 | $27M | +6% | 267k | 101.38 |
|
| Union Pacific Corporation (UNP) | 0.2 | $27M | +10% | 132k | 203.63 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $26M | +38% | 554k | 47.01 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $26M | -8% | 249k | 103.32 |
|
| Walt Disney Company (DIS) | 0.2 | $26M | +121% | 314k | 81.05 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $25M | -3% | 176k | 143.33 |
|
| Global X Fds Us Pfd Etf (PFFD) | 0.2 | $24M | -15% | 1.3M | 18.81 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.2 | $24M | +10% | 368k | 65.57 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $24M | +6% | 254k | 94.19 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $23M | +1088% | 141k | 160.98 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $22M | +144% | 331k | 67.68 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $22M | -6% | 376k | 58.79 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $22M | +3% | 203k | 107.14 |
|
| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.2 | $21M | +7% | 474k | 44.19 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $21M | +6% | 37k | 564.30 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $21M | +10% | 39k | 537.12 |
|
| Goldman Sachs (GS) | 0.2 | $21M | +8% | 64k | 323.57 |
|
| Procter & Gamble Company (PG) | 0.2 | $20M | -31% | 139k | 145.86 |
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.2 | $20M | +6% | 879k | 22.75 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $20M | 364k | 54.90 |
|
|
| RBB Us Treas 3 Mnth (TBIL) | 0.2 | $20M | 399k | 50.07 |
|
|
| Netflix (NFLX) | 0.2 | $20M | 53k | 377.59 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $19M | +3% | 49k | 395.90 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $19M | -3% | 569k | 33.96 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $19M | 47k | 408.97 |
|
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $19M | -9% | 700k | 27.06 |
|
| Nike CL B (NKE) | 0.1 | $19M | -9% | 194k | 95.62 |
|
| McDonald's Corporation (MCD) | 0.1 | $18M | +53% | 70k | 263.44 |
|
| Cisco Systems (CSCO) | 0.1 | $18M | -3% | 338k | 53.76 |
|
| McKesson Corporation (MCK) | 0.1 | $18M | +4% | 42k | 434.86 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $18M | +14% | 102k | 176.74 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.1 | $18M | -5% | 921k | 19.39 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $18M | -42% | 246k | 72.24 |
|
| Chevron Corporation (CVX) | 0.1 | $18M | 105k | 168.62 |
|
|
| Amgen (AMGN) | 0.1 | $18M | +65% | 66k | 268.76 |
|
| Danaher Corporation (DHR) | 0.1 | $18M | +3% | 71k | 248.10 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $17M | +19% | 169k | 102.54 |
|
| Applied Materials (AMAT) | 0.1 | $17M | +15% | 125k | 138.45 |
|
| Analog Devices (ADI) | 0.1 | $17M | -18% | 98k | 175.10 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $17M | -40% | 170k | 100.93 |
|
| Palo Alto Networks (PANW) | 0.1 | $17M | +7% | 72k | 234.44 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $17M | +49% | 118k | 141.69 |
|
| Wal-Mart Stores (WMT) | 0.1 | $17M | +4% | 104k | 160.32 |
|
| J.B. Hunt Transport Services (JBHT) | 0.1 | $17M | +5% | 88k | 188.52 |
|
| American Tower Reit (AMT) | 0.1 | $16M | -2% | 100k | 164.45 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $16M | +11% | 54k | 307.11 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $16M | -11% | 253k | 64.46 |
|
| Target Corporation (TGT) | 0.1 | $16M | -2% | 144k | 110.57 |
|
| Deere & Company (DE) | 0.1 | $16M | -19% | 42k | 377.38 |
|
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.1 | $15M | -4% | 400k | 37.92 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.1 | $15M | NEW | 275k | 54.37 |
|
| Constellation Brands Cl A (STZ) | 0.1 | $15M | +2% | 59k | 251.33 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $15M | +4% | 92k | 159.01 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $15M | +10% | 154k | 94.33 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $14M | +17% | 93k | 155.38 |
|
| Advanced Micro Devices (AMD) | 0.1 | $14M | +10% | 139k | 102.82 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $14M | +135% | 41k | 347.74 |
|
| Merck & Co (MRK) | 0.1 | $14M | +4% | 136k | 102.89 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.1 | $14M | +22% | 232k | 59.97 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $14M | -15% | 199k | 69.78 |
|
| Starbucks Corporation (SBUX) | 0.1 | $14M | 150k | 91.27 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $14M | +6% | 66k | 208.24 |
|
| Abbott Laboratories (ABT) | 0.1 | $14M | -23% | 140k | 96.85 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $14M | 270k | 50.04 |
|
|
| Lam Research Corporation (LRCX) | 0.1 | $13M | -13% | 21k | 626.78 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $13M | -2% | 181k | 72.38 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $13M | +2% | 29k | 456.64 |
|
| Intel Corporation (INTC) | 0.1 | $13M | +10% | 367k | 35.55 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $13M | +5% | 148k | 86.90 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $13M | 150k | 84.23 |
|
|
| Servicenow (NOW) | 0.1 | $12M | -21% | 22k | 559.00 |
|
| Ishares Tr Conser Alloc Etf (AOK) | 0.1 | $12M | -10% | 353k | 33.96 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $12M | -31% | 28k | 414.90 |
|
| Oracle Corporation (ORCL) | 0.1 | $11M | +9% | 107k | 105.92 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $11M | +109% | 125k | 90.94 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $11M | -71% | 88k | 128.68 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $11M | +3% | 22k | 506.18 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $11M | +6% | 148k | 75.66 |
|
| TJX Companies (TJX) | 0.1 | $11M | +18% | 124k | 88.88 |
|
| Nextera Energy (NEE) | 0.1 | $11M | -14% | 187k | 57.29 |
|
| Caterpillar (CAT) | 0.1 | $11M | -42% | 39k | 273.00 |
|
| Eaton Corp SHS (ETN) | 0.1 | $11M | -23% | 50k | 213.28 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $11M | +6% | 56k | 189.07 |
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.1 | $11M | 313k | 33.59 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $11M | +838% | 130k | 80.97 |
|
| News Corp Cl A (NWSA) | 0.1 | $10M | NEW | 514k | 20.06 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $10M | -22% | 35k | 292.28 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $9.9M | +9% | 71k | 139.70 |
|
| American Express Company (AXP) | 0.1 | $9.9M | +114% | 67k | 149.19 |
|
| AFLAC Incorporated (AFL) | 0.1 | $9.9M | +108% | 129k | 76.75 |
|
| Coca-Cola Company (KO) | 0.1 | $9.8M | +5% | 175k | 55.98 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $9.8M | 108k | 90.39 |
|
|
| Micron Technology (MU) | 0.1 | $9.8M | -18% | 143k | 68.03 |
|
| Kla Corp Com New (KLAC) | 0.1 | $9.6M | +119% | 21k | 458.66 |
|
| Ishares Tr Ibonds Dec24 Etf (Principal) (IBDP) | 0.1 | $9.6M | -55% | 390k | 24.73 |
|
| Church & Dwight (CHD) | 0.1 | $9.6M | +191% | 105k | 91.63 |
|
| Wayfair Cl A (W) | 0.1 | $9.5M | +6% | 158k | 60.57 |
|
| Qualcomm (QCOM) | 0.1 | $9.4M | -27% | 85k | 111.06 |
|
| ConocoPhillips (COP) | 0.1 | $9.3M | +146% | 77k | 119.80 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $9.1M | 484k | 18.73 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $9.0M | +23% | 69k | 131.79 |
|
| Philip Morris International (PM) | 0.1 | $9.0M | +43% | 97k | 92.58 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $9.0M | -4% | 271k | 33.17 |
|
| EOG Resources (EOG) | 0.1 | $8.9M | +134% | 70k | 126.76 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $8.7M | -2% | 175k | 49.85 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $8.7M | +33% | 125k | 69.25 |
|
| Metropcs Communications (TMUS) | 0.1 | $8.5M | +2% | 61k | 140.05 |
|
| Pfizer (PFE) | 0.1 | $8.5M | -36% | 255k | 33.17 |
|
| Stryker Corporation (SYK) | 0.1 | $8.2M | -22% | 30k | 273.25 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $8.1M | 53k | 151.82 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $8.1M | 33k | 245.06 |
|
|
| International Business Machines (IBM) | 0.1 | $8.1M | -37% | 58k | 140.30 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $7.9M | +10% | 55k | 144.98 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $7.9M | +17% | 73k | 107.64 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $7.9M | 57k | 137.93 |
|
|
| Fidelity Covington Trust Low Volity Etf (FDLO) | 0.1 | $7.8M | 161k | 48.63 |
|
|
| Intuit (INTU) | 0.1 | $7.8M | -26% | 15k | 510.95 |
|
| salesforce (CRM) | 0.1 | $7.8M | -43% | 38k | 202.79 |
|
| D.R. Horton (DHI) | 0.1 | $7.6M | +223% | 71k | 107.47 |
|
| Bunge (BG) | 0.1 | $7.5M | +240% | 69k | 108.25 |
|
| BlackRock (BLK) | 0.1 | $7.5M | -36% | 12k | 646.51 |
|
| Cardinal Health (CAH) | 0.1 | $7.4M | +242% | 85k | 86.82 |
|
| Ameriprise Financial (AMP) | 0.1 | $7.3M | +287% | 22k | 329.69 |
|
| Bank of America Corporation (BAC) | 0.1 | $7.3M | 266k | 27.38 |
|
|
| Boeing Company (BA) | 0.1 | $7.2M | +15% | 38k | 191.68 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $7.2M | -35% | 124k | 58.04 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $7.1M | 142k | 50.18 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $7.0M | -8% | 74k | 94.83 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $7.0M | 28k | 249.35 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $7.0M | -5% | 66k | 104.92 |
|
| Roper Industries (ROP) | 0.1 | $6.9M | -6% | 14k | 484.29 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $6.8M | -6% | 144k | 47.18 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $6.7M | +555% | 102k | 65.95 |
|
| Ishares Tr Ibonds 27 Etf (Principal) (IBDS) | 0.1 | $6.7M | +29% | 288k | 23.14 |
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $6.6M | +3% | 123k | 53.38 |
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $6.6M | +4% | 19k | 341.26 |
|
| eBay (EBAY) | 0.0 | $6.5M | +683% | 146k | 44.09 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $6.4M | +35% | 65k | 98.89 |
|
| Ishares Tr Ibonds Dec2026 (Principal) (IBDR) | 0.0 | $6.4M | +70% | 272k | 23.34 |
|
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $6.3M | 151k | 41.77 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $6.2M | 26k | 234.91 |
|
|
| Canadian Natl Ry (CNI) | 0.0 | $6.2M | +5% | 57k | 108.33 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $6.1M | +2% | 36k | 171.46 |
|
| Luminar Technologies Com Cl A (LAZR) | 0.0 | $6.1M | 1.3M | 4.55 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $6.0M | +364% | 54k | 112.23 |
|
| Verizon Communications (VZ) | 0.0 | $6.0M | 186k | 32.41 |
|
|
| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.0 | $6.0M | +15% | 251k | 23.84 |
|
| Raymond James Financial (RJF) | 0.0 | $5.9M | +381% | 59k | 100.43 |
|
| Autodesk (ADSK) | 0.0 | $5.9M | +515% | 29k | 206.91 |
|
| CBOE Holdings (CBOE) | 0.0 | $5.9M | -3% | 38k | 156.24 |
|
| Constellation Energy (CEG) | 0.0 | $5.9M | +1790% | 54k | 109.08 |
|
| Waters Corporation (WAT) | 0.0 | $5.9M | +2074% | 22k | 274.22 |
|
| CF Industries Holdings (CF) | 0.0 | $5.9M | NEW | 69k | 85.74 |
|
| United Parcel Service CL B (UPS) | 0.0 | $5.9M | +4% | 38k | 155.87 |
|
| Western Digital (WDC) | 0.0 | $5.8M | NEW | 127k | 45.63 |
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.0 | $5.8M | +8% | 251k | 23.08 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO) | 0.0 | $5.8M | +769% | 234k | 24.64 |
|
| Paychex (PAYX) | 0.0 | $5.7M | +1435% | 50k | 115.33 |
|
| Intercontinental Exchange (ICE) | 0.0 | $5.6M | -27% | 51k | 110.02 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $5.6M | +25% | 61k | 91.82 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $5.6M | +47% | 22k | 255.05 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $5.5M | -6% | 40k | 137.21 |
|
| Illinois Tool Works (ITW) | 0.0 | $5.5M | -14% | 24k | 230.31 |
|
| Vanguard World Fds Materials Etf (VAW) | 0.0 | $5.5M | 32k | 171.91 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $5.5M | 204k | 26.91 |
|
|
| Quanta Services (PWR) | 0.0 | $5.4M | +1205% | 29k | 187.07 |
|
| NetApp (NTAP) | 0.0 | $5.4M | +1113% | 72k | 75.88 |
|
| Morgan Stanley Com New (MS) | 0.0 | $5.4M | +2% | 66k | 81.67 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $5.4M | +284% | 16k | 334.95 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $5.3M | -8% | 46k | 115.01 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $5.3M | NEW | 174k | 30.66 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $5.3M | +233% | 10.00 | 531477.00 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $5.3M | -7% | 32k | 166.00 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $5.3M | +19% | 91k | 58.31 |
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $5.3M | -6% | 480k | 10.95 |
|
| Dex (DXCM) | 0.0 | $5.3M | +1485% | 56k | 93.30 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $5.2M | -18% | 43k | 120.84 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $5.2M | +1020% | 184k | 28.15 |
|
| Stanley Black & Decker (SWK) | 0.0 | $5.1M | NEW | 61k | 83.58 |
|
| Ishares Tr Ibonds Dec23 Etf (Principal) (IBDO) | 0.0 | $5.1M | +55% | 202k | 25.36 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $5.1M | -8% | 56k | 91.59 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $5.1M | -56% | 57k | 89.22 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $5.1M | +397% | 160k | 31.82 |
|
| Humana (HUM) | 0.0 | $5.1M | +6% | 10k | 486.56 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $5.0M | +10% | 11k | 440.18 |
|
| Incyte Corporation (INCY) | 0.0 | $5.0M | NEW | 87k | 57.77 |
|
| Linde SHS (LIN) | 0.0 | $5.0M | -8% | 14k | 372.36 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $5.0M | -4% | 68k | 73.72 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $5.0M | -79% | 72k | 68.92 |
|
| Becton, Dickinson and (BDX) | 0.0 | $5.0M | +59% | 19k | 258.53 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $5.0M | +7% | 72k | 69.40 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $4.9M | +2% | 26k | 190.30 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $4.9M | +8% | 40k | 122.29 |
|
| Southern Company (SO) | 0.0 | $4.9M | -14% | 76k | 64.72 |
|
| Wells Fargo & Company (WFC) | 0.0 | $4.9M | 120k | 40.86 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $4.9M | -14% | 76k | 64.35 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $4.9M | -4% | 18k | 272.31 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.0 | $4.9M | 216k | 22.47 |
|
|
| At&t (T) | 0.0 | $4.7M | +3% | 313k | 15.02 |
|
| Microchip Technology (MCHP) | 0.0 | $4.7M | +38% | 60k | 78.05 |
|
| Chubb (CB) | 0.0 | $4.6M | -36% | 22k | 208.18 |
|
| Automatic Data Processing (ADP) | 0.0 | $4.6M | -2% | 19k | 240.60 |
|
| Scripps E W Co Ohio Cl A New (SSP) | 0.0 | $4.6M | 843k | 5.48 |
|
Past Filings by Lido Advisors
SEC 13F filings are viewable for Lido Advisors going back to 2017
- 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
- 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