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Lido Advisors

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

Top 5 stock holdings are SPY, AAPL, NVDA, BSCR, BSCQ, and represent 39.99% of Lido Advisors's stock portfolio.
Added to shares of these 10 stocks: MYCH (+$249M), VGT (+$183M), MU (+$124M), JIRE (+$122M), IWF (+$120M), KLAC (+$74M), BJUN (+$65M), MSFT (+$64M), VUG (+$61M), WAB (+$49M).
Started 273 new stock positions in EXP, HRB, WOLF, CMMB, SIXD, BSCY, INVH, DSU, SPCX, JAVA.
Reduced shares in these 10 stocks: BSCR (-$310M), TEND (-$173M), SPY (-$115M), BSCQ (-$107M), SCHG (-$83M), GLD (-$66M), IWB (-$63M), EPS (-$62M), DGRW (-$57M), FTEC (-$48M).
Sold out of its positions in EFOR, ANF, GLTR, SIVR, SGOL, TIC, AVAV, Air Lease Corp, ACI, ALGN.
Lido Advisors was a net buyer of stock by $606M.
Lido Advisors has $37B in assets under management (AUM), dropping by 12.82%.
Central Index Key (CIK): 0001650150

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Portfolio Holdings for Lido Advisors

Lido Advisors holds 1849 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Lido Advisors has 1849 total positions. Only the first 250 positions are shown.

Sign up to view all of the Lido Advisors June 30, 2026 positions
Download the Lido Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	27.5	$10B		14M	748.61	View chart
Apple Put Option (AAPL)	3.6	$1.3B	+3%	4.6M	289.36	View chart
NVIDIA Corporation Put Option (NVDA)	3.4	$1.2B	+3%	6.2M	200.09	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	2.9	$1.1B	-22%	55M	19.61	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	2.5	$939M	-10%	48M	19.52	View chart
Microsoft Corporation (MSFT)	2.5	$910M	+7%	2.4M	373.11	View chart
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)	2.0	$722M		980k	736.40	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	1.6	$574M	-7%	2.0M	285.58	View chart
Ssga Active Tr State Street My (MYCH)	1.5	$555M	+81%	22M	24.91	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.4	$500M	-6%	3.6M	137.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.3	$484M	+9%	2.1M	227.06	View chart
Amazon (AMZN)	1.3	$469M		2.0M	238.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$403M	+3%	1.1M	357.37	View chart
Micron Technology (MU)	1.0	$371M	+50%	322k	1154.29	View chart
Broadcom Put Option (AVGO)	0.9	$342M	+9%	906k	377.75	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$302M	+7%	855k	353.33	View chart
Ishares Tr Core S&p500 Etf Call Option (IVV)	0.8	$285M	-10%	380k	748.89	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$269M	-4%	1.6M	164.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$266M	-4%	387k	686.96	View chart
Vanguard World Inf Tech Etf (VGT)	0.6	$209M	+699%	1.7M	119.52	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.5	$196M	-4%	2.6M	76.56	View chart
JPMorgan Chase & Co. (JPM)	0.5	$188M	+4%	575k	327.33	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$172M	+5%	1.4M	122.33	View chart
Tesla Motors (TSLA)	0.5	$171M		406k	420.60	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.5	$167M	-3%	1.7M	99.61	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$162M	-2%	438k	370.04	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.4	$162M	-3%	2.1M	77.25	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$160M	+294%	1.3M	124.17	View chart
Meta Platforms Cl A (META)	0.4	$159M	+11%	282k	563.29	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$153M	-8%	306k	500.39	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.4	$148M	-4%	1.4M	102.84	View chart
Eli Lilly & Co. (LLY)	0.4	$147M	+6%	123k	1199.55	View chart
Applied Materials (AMAT)	0.4	$140M		194k	723.00	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.4	$139M		8.4M	16.64	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.4	$136M	-3%	2.0M	69.48	View chart
Lam Research Corp Com New (LRCX)	0.3	$128M		295k	433.63	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.3	$128M	+2237%	1.5M	82.49	View chart
PNC Financial Services (PNC)	0.3	$125M		508k	246.23	View chart
Abbvie Call Option (ABBV)	0.3	$120M	+6%	476k	251.64	View chart
Costco Wholesale Corporation (COST)	0.3	$119M	+2%	127k	935.47	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$117M	-5%	402k	290.62	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$115M	-2%	269k	426.40	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.3	$114M	-2%	2.1M	53.26	View chart
Exxon Mobil Corporation (XOM)	0.3	$113M	+17%	824k	136.72	View chart
Ishares Tr Russell 2000 Etf Put Option (IWM)	0.3	$112M	+13%	374k	300.45	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.3	$108M	-8%	5.8M	18.57	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$108M		225k	478.51	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.3	$107M	-5%	4.2M	25.25	View chart
Advanced Micro Devices (AMD)	0.3	$107M	+56%	183k	580.91	View chart
Ishares Tr Ibonds Dec2026 (Principal) (IBDR)	0.3	$106M	-6%	4.4M	24.23	View chart
Ishares Tr Ibonds 27 Etf (Principal) (IBDS)	0.3	$106M	-6%	4.4M	24.22	View chart
Johnson & Johnson (JNJ)	0.3	$104M	+10%	411k	253.97	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$104M	+2%	940k	110.32	View chart
Wal-Mart Stores (WMT)	0.3	$102M	+10%	896k	113.26	View chart
Goldman Sachs (GS)	0.3	$100M	-3%	98k	1013.92	View chart
Visa Com Cl A (V)	0.3	$99M	+10%	287k	343.09	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.3	$96M	-5%	912k	105.16	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.3	$93M	-7%	4.6M	20.36	View chart
Home Depot (HD)	0.3	$93M	+9%	263k	352.68	View chart
Palo Alto Networks (PANW)	0.2	$92M	-5%	270k	341.02	View chart
UnitedHealth (UNH)	0.2	$91M	+3%	220k	415.63	View chart
Intel Corporation (INTC)	0.2	$90M	+71%	644k	139.63	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$88M	-22%	404k	217.93	View chart
Palantir Technologies Cl A (PLTR)	0.2	$88M	-6%	750k	116.67	View chart
Caterpillar (CAT)	0.2	$84M		79k	1065.13	View chart
Kla Corp Com New (KLAC)	0.2	$83M	+853%	274k	301.71	View chart
Netflix (NFLX)	0.2	$80M	+7%	1.1M	71.40	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$77M	-5%	1.3M	61.23	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$76M	+405%	881k	86.14	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.2	$76M	+10%	409k	184.95	View chart
Cisco Systems (CSCO)	0.2	$75M	+13%	634k	117.46	View chart
Raytheon Technologies Corp (RTX)	0.2	$71M	+10%	375k	189.73	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.2	$69M	-2%	1.3M	52.54	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$69M	-8%	285k	242.43	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$67M	-12%	815k	82.11	View chart
Analog Devices (ADI)	0.2	$67M		168k	397.17	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.2	$66M	+5269%	1.4M	48.68	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.2	$66M	-12%	2.9M	23.16	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$66M	-30%	440k	149.83	View chart
Karman Hldgs Common Stock Put Option (KRMN)	0.2	$64M	-14%	1.3M	49.92	View chart
Ishares Msci Japan Etf (EWJ)	0.2	$59M	+13%	630k	93.27	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$57M	-8%	301k	190.52	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$57M		736k	77.19	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$56M	-37%	791k	71.25	View chart
Ge Aerospace Com New (GE)	0.2	$55M		148k	373.73	View chart
Ge Vernova (GEV)	0.1	$54M	+6%	46k	1175.36	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$54M	+44%	615k	87.88	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$54M	-12%	545k	98.97	View chart
Mastercard Incorporated Cl A (MA)	0.1	$53M		103k	513.60	View chart
Wabtec Corporation Put Option (WAB)	0.1	$52M	+1657%	193k	269.60	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$52M	+301%	641k	80.57	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$51M	-3%	309k	164.60	View chart
Merck & Co (MRK)	0.1	$50M	+15%	389k	129.35	View chart
Essex Property Trust (ESS)	0.1	$50M		171k	294.20	View chart
Eaton Corp SHS (ETN)	0.1	$50M		118k	426.12	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.1	$50M	-3%	1.7M	29.56	View chart
Oracle Corporation (ORCL)	0.1	$50M	+12%	341k	146.55	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	0.1	$49M	+59%	773k	63.88	View chart
McKesson Corporation (MCK)	0.1	$49M		65k	756.42	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$49M	-56%	119k	409.50	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$49M	+165%	50k	965.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equty	0.1	$47M	NEW	1.6M	29.89	View chart
Vanguard Instl Index Ultr Shor Tr Etf (VGUS)	0.1	$47M	NEW	618k	75.66	View chart
Quanta Services (PWR)	0.1	$46M	-10%	64k	720.04	View chart
salesforce (CRM)	0.1	$46M	+9%	287k	158.28	View chart
Vanguard World Financials Etf (VFH)	0.1	$45M	+3%	345k	131.60	View chart
Morgan Stanley Com New (MS)	0.1	$45M	+3%	215k	209.04	View chart
Charles Schwab Corporation (SCHW)	0.1	$45M	-3%	485k	92.27	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$44M	+384%	500k	87.91	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$43M	-5%	522k	82.85	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$43M	+4%	270k	158.03	View chart
Chevron Corporation (CVX)	0.1	$42M	+6%	256k	165.76	View chart
Procter & Gamble Company (PG)	0.1	$42M		286k	146.64	View chart
Ishares Tr Msci Eafe Etf Put Option (EFA)	0.1	$42M	+23%	402k	103.88	View chart
Deere & Company (DE)	0.1	$41M		65k	635.95	View chart
Vanguard World Industrial Etf (VIS)	0.1	$41M	+2%	113k	360.38	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.1	$41M	-7%	969k	41.95	View chart
International Business Machines (IBM)	0.1	$40M	+27%	142k	281.22	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$40M	+10%	339k	117.52	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$39M	-6%	308k	127.81	View chart
Qualcomm (QCOM)	0.1	$39M	+2%	212k	184.79	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$39M	-62%	106k	368.38	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$39M	-41%	113k	343.91	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$39M	+48%	263k	147.74	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$39M	-12%	128k	303.12	View chart
Vanguard World Health Car Etf (VHT)	0.1	$39M		129k	299.01	View chart
J.B. Hunt Transport Services (JBHT)	0.1	$38M	-8%	130k	289.43	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$38M		229k	163.58	View chart
Blackrock (BLK)	0.1	$37M	+7%	39k	961.56	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$37M	+107%	370k	100.67	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.1	$37M	-3%	632k	58.51	View chart
Innovator Etfs Trust Eqty Dul Drct 10	0.1	$36M	NEW	1.9M	19.36	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$36M	-32%	105k	342.84	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$36M	-6%	51k	704.21	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$36M		90k	396.61	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.1	$35M	+14%	758k	46.14	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.1	$35M	-19%	1.6M	21.80	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$35M	-57%	686k	50.59	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$35M		188k	183.95	View chart
L3harris Technologies (LHX)	0.1	$34M	+7%	119k	290.58	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$34M		218k	156.97	View chart
Corning Incorporated (GLW)	0.1	$34M	-12%	134k	255.43	View chart
Arista Networks Com Shs (ANET)	0.1	$34M	+7%	200k	169.88	View chart
Coca-Cola Company (KO)	0.1	$34M	+22%	412k	81.80	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$33M	-10%	549k	59.69	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$33M	-3%	1.1M	29.30	View chart
Sandisk Corp (SNDK)	0.1	$33M	+177%	14k	2273.50	View chart
Bank of America Corporation Call Option (BAC)	0.1	$33M	+12%	570k	56.98	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$32M	+5%	1.7M	18.69	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.1	$32M	-3%	552k	58.42	View chart
ConocoPhillips (COP)	0.1	$32M	+6%	307k	103.96	View chart
Nextera Energy (NEE)	0.1	$32M		363k	87.77	View chart
Western Digital (WDC)	0.1	$31M	+67%	49k	638.72	View chart
Ishares Msci Taiwan Etf (EWT)	0.1	$31M	+7%	284k	108.61	View chart
McDonald's Corporation (MCD)	0.1	$31M	+9%	114k	270.31	View chart
Pepsi (PEP)	0.1	$31M	+31%	226k	135.40	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$31M	+2%	139k	219.44	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$30M	+1785%	100k	302.97	View chart
Amgen (AMGN)	0.1	$30M		82k	362.12	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$30M	+3%	139k	212.77	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$30M		278k	106.31	View chart
Texas Instruments Incorporated (TXN)	0.1	$29M	+12%	98k	298.07	View chart
Snowflake Com Shs (SNOW)	0.1	$29M	-4%	114k	254.50	View chart
Servicenow (NOW)	0.1	$29M	+8%	290k	99.28	View chart
TJX Companies (TJX)	0.1	$29M	+3%	190k	151.50	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$29M	-15%	235k	121.42	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$29M	+8%	504k	56.48	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$28M		193k	146.41	View chart
American Express Company (AXP)	0.1	$28M	+5%	83k	338.25	View chart
Fortinet (FTNT)	0.1	$28M	-2%	180k	153.62	View chart
General Dynamics Corporation (GD)	0.1	$28M	-5%	78k	354.23	View chart
Zimmer Holdings Put Option (ZBH)	0.1	$27M		318k	86.09	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$27M	+2%	136k	199.81	View chart
Wells Fargo & Company (WFC)	0.1	$27M	+29%	327k	82.64	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$27M	-19%	109k	246.21	View chart
Chubb (CB)	0.1	$27M	+6%	78k	341.76	View chart
Alliance Resource Partners L Ut Ltd Part (ARLP)	0.1	$26M	NEW	1.1M	23.98	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$26M	+4%	887k	28.96	View chart
Lockheed Martin Corporation (LMT)	0.1	$26M	+27%	50k	509.48	View chart
Emerson Electric (EMR)	0.1	$26M		178k	143.15	View chart
Nvent Elec SHS (NVT)	0.1	$25M	-10%	149k	169.61	View chart
Ishares Tr Msci China Etf (MCHI)	0.1	$25M	+18%	493k	51.02	View chart
Citigroup Com New (C)	0.1	$25M	+83%	180k	139.96	View chart
Ishares Msci France Etf (EWQ)	0.1	$25M	+15%	552k	45.43	View chart
Ishares Msci Cda Etf (EWC)	0.1	$25M	+13%	433k	57.64	View chart
Dell Technologies CL C (DELL)	0.1	$25M	-3%	57k	431.45	View chart
Altria (MO)	0.1	$24M	+3%	334k	73.01	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$24M		251k	96.46	View chart
Philip Morris International (PM)	0.1	$24M	+3%	130k	182.38	View chart
Valero Energy Corporation (VLO)	0.1	$24M	+6%	91k	260.44	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$24M		100k	236.62	View chart
Starbucks Corporation (SBUX)	0.1	$24M	-6%	230k	102.19	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$23M		508k	46.05	View chart
Ishares Msci Germany Etf (EWG)	0.1	$23M	+16%	564k	41.37	View chart
Intuitive Surgical Com New (ISRG)	0.1	$23M	-4%	58k	397.68	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$23M	+10%	12k	1989.45	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$23M	+7%	35k	655.89	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$23M	+4%	46k	496.72	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$23M	-78%	665k	33.84	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$22M	-9%	143k	156.95	View chart
Thermo Fisher Scientific (TMO)	0.1	$22M	+8%	44k	501.84	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXD)	0.1	$22M	NEW	716k	30.84	View chart
Ishares Msci Sth Kor Etf (EWY)	0.1	$22M	+5%	109k	201.90	View chart
Cullen/Frost Bankers (CFR)	0.1	$22M	-5%	142k	154.52	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$22M	+2%	375k	57.67	View chart
Walt Disney Company (DIS)	0.1	$22M	+10%	222k	97.00	View chart
Glacier Ban (GBCI)	0.1	$21M		414k	51.58	View chart
Equinix (EQIX)	0.1	$21M	+7%	20k	1042.40	View chart
Ishares Msci Switzerland (EWL)	0.1	$21M	+14%	337k	62.85	View chart
American Tower Reit (AMT)	0.1	$21M		126k	165.36	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$21M		247k	83.75	View chart
Domino's Pizza (DPZ)	0.1	$21M	+2%	69k	296.04	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$20M		634k	31.71	View chart
Cheniere Energy Com New (LNG)	0.1	$20M	-2%	84k	239.01	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$20M	+54%	183k	109.43	View chart
Amphenol Corp Cl A (APH)	0.1	$20M		113k	176.58	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$20M	+2096%	176k	111.31	View chart
Ishares Tr Msci Usa Sze Ft (SIZE)	0.1	$19M	+5%	109k	178.29	View chart
Gilead Sciences (GILD)	0.1	$19M	+27%	154k	126.34	View chart
Metropcs Communications (TMUS)	0.1	$19M		115k	167.73	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$19M		245k	76.70	View chart
Monster Beverage Corp (MNST)	0.1	$19M	+4%	195k	96.12	View chart
Abbott Laboratories (ABT)	0.1	$19M	-4%	205k	90.74	View chart
Wolfspeed Common Stock (WOLF)	0.1	$19M	NEW	386k	48.25	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$19M	+2%	82k	225.49	View chart
Sherwin-Williams Company (SHW)	0.0	$18M	+19%	53k	344.33	View chart
Oneok (OKE)	0.0	$18M	+149%	210k	86.94	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.0	$18M	+3%	266k	67.56	View chart
Uber Technologies (UBER)	0.0	$18M	+23%	246k	72.16	View chart
Williams Companies (WMB)	0.0	$18M	+325%	238k	74.34	View chart
Verizon Communications (VZ)	0.0	$18M	+22%	418k	42.34	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$18M	+16%	357k	49.39	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$18M		182k	96.43	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$17M	+8%	23k	763.14	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$17M		623k	27.70	View chart
Ishares Tr Large Cap 10 Ta (TEND)	0.0	$17M	-90%	629k	27.24	View chart
RBB F M 10 Year Inve (ZTEN)	0.0	$17M	-6%	340k	50.42	View chart
Linde SHS (LIN)	0.0	$17M	+5%	33k	518.94	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$17M	+3%	253k	66.45	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$17M	+18%	245k	68.41	View chart
Vanguard World Materials Etf (VAW)	0.0	$17M		73k	228.79	View chart
RBB F M 3 Yr Etf (ZTRE)	0.0	$17M	-6%	326k	50.54	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$16M	+3%	105k	156.30	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.0	$16M		177k	91.64	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$16M	-13%	179k	90.10	View chart
Trane Technologies SHS (TT)	0.0	$16M	+6%	33k	491.15	View chart
United Rentals (URI)	0.0	$16M	-3%	14k	1133.00	View chart
Texas Pacific Land Corp (TPL)	0.0	$16M	-17%	36k	437.65	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.0	$16M	-65%	172k	91.95	View chart
Southern Company (SO)	0.0	$16M	+57%	164k	95.71	View chart

Past Filings by Lido Advisors

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

Lido Advisors 2026 Q2 filed Aug. 7, 2026
Lido Advisors 2026 Q1 filed May 13, 2026
Lido Advisors 2025 Q4 filed Feb. 10, 2026
Lido Advisors 2025 Q3 filed Nov. 14, 2025
Lido Advisors 2025 Q2 filed Aug. 13, 2025
Lido Advisors 2025 Q1 filed May 15, 2025
Lido Advisors 2024 Q4 filed Feb. 14, 2025
Lido Advisors 2024 Q3 filed Nov. 14, 2024
Lido Advisors 2024 Q2 filed Aug. 15, 2024
Lido Advisors 2024 Q1 filed May 15, 2024
Lido Advisors 2023 Q4 filed Feb. 14, 2024
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

View all past filings

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