Lido Advisors

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

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

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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.

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
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 9.1 $969M +2% 47M 20.59
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Apple (AAPL) 4.0 $422M +13% 2.6M 164.90
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 2.4 $251M +716% 12M 20.28
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Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 1.9 $202M -8% 9.6M 21.08
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Microsoft Corporation (MSFT) 1.8 $193M +3% 669k 288.30
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Fidelity Covington Trust Msci Info Tech I (FTEC) 1.6 $174M +3% 1.5M 113.95
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Ishares Tr S&p 500 Val Etf (IVE) 1.3 $133M +5% 877k 151.83
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Ishares Tr Core Us Aggbd Et (AGG) 1.1 $112M +1787% 1.1M 99.64
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Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.9 $93M +6% 1.5M 61.47
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.9 $92M +5% 1.4M 63.91
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Amazon (AMZN) 0.8 $89M +52% 863k 103.29
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $84M +633% 222k 376.05
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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
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Fidelity Covington Trust Msci Consm Dis (FDIS) 0.6 $67M +4% 1.0M 65.48
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $64M +1810% 1.4M 45.17
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Fidelity Covington Trust Msci Indl Indx (FIDU) 0.6 $62M +4% 1.2M 52.89
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Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $60M +20% 293k 204.10
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Ishares Tr Core S&p500 Etf (IVV) 0.5 $57M +119% 138k 410.17
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Altria (MO) 0.5 $55M -5% 1.2M 44.62
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UnitedHealth (UNH) 0.5 $53M 113k 472.59
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Tesla Motors (TSLA) 0.4 $47M +21% 224k 207.46
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Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.4 $46M +3% 1.3M 36.60
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $45M +117% 146k 308.77
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Alphabet Cap Stk Cl C (GOOG) 0.4 $45M +50% 429k 104.00
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $44M +36% 427k 103.73
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $42M -21% 132k 320.93
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Fidelity Covington Trust Consmr Staples (FSTA) 0.4 $41M +5% 907k 45.15
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.4 $41M +14160% 562k 72.08
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Abbvie (ABBV) 0.4 $40M +14% 249k 159.37
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Home Depot (HD) 0.4 $38M +65% 128k 295.12
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $38M -13% 290k 129.46
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Johnson & Johnson (JNJ) 0.4 $37M +3% 240k 155.00
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Essex Property Trust (ESS) 0.3 $37M +2% 176k 209.14
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Select Sector Spdr Tr Energy (XLE) 0.3 $36M -17% 439k 82.83
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $35M +5206% 680k 50.66
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Fidelity Covington Trust Msci Energy Idx (FENY) 0.3 $33M +6% 1.5M 22.44
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Vanguard World Fds Inf Tech Etf (VGT) 0.3 $32M +2% 83k 385.50
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Global X Fds Us Pfd Etf (PFFD) 0.3 $32M +8% 1.6M 19.86
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Exxon Mobil Corporation (XOM) 0.3 $32M -11% 289k 109.66
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JPMorgan Chase & Co. (JPM) 0.3 $31M +36% 239k 130.31
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Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $31M +27% 289k 105.50
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Pepsi (PEP) 0.3 $29M -12% 160k 182.30
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $29M NEW 316k 92.09
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $29M +4% 402k 71.51
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Select Sector Spdr Tr Financial (XLF) 0.3 $28M +93% 870k 32.15
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $28M +4% 271k 102.77
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Visa Com Cl A (V) 0.3 $27M +85% 120k 225.46
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Adobe Systems Incorporated (ADBE) 0.3 $27M +9% 69k 385.37
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Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $26M +437% 261k 101.18
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Target Corporation (TGT) 0.2 $26M -10% 156k 165.62
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Nike CL B (NKE) 0.2 $25M +6% 204k 122.64
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Broadcom (AVGO) 0.2 $25M +31% 38k 642.70
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Netflix (NFLX) 0.2 $24M -10% 70k 345.48
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Ishares Tr Msci Acwi Etf (ACWI) 0.2 $24M NEW 259k 91.16
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Wal-Mart Stores (WMT) 0.2 $24M +9% 159k 147.45
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $23M +653% 668k 34.80
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $23M +5862% 351k 65.58
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $23M +15% 320k 71.52
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Analog Devices (ADI) 0.2 $22M +14% 113k 197.22
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.2 $21M NEW 765k 28.02
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $21M +2085% 152k 140.20
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Deere & Company (DE) 0.2 $21M +59% 51k 412.85
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $21M +3608% 333k 62.40
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Blackstone Group Inc Com Cl A (BX) 0.2 $20M +4% 151k 133.85
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Fidelity Covington Trust Msci Matls Index (FMAT) 0.2 $20M +5% 427k 45.59
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $19M NEW 397k 48.77
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Ishares Tr Ibonds Dec 2031 (IBDW) 0.2 $19M NEW 935k 20.64
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $19M -6% 210k 90.55
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Meta Platforms Cl A (META) 0.2 $19M +45% 89k 211.94
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Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.2 $19M +4% 752k 24.91
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Cisco Systems (CSCO) 0.2 $18M +33% 347k 52.28
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Select Sector Spdr Tr Technology (XLK) 0.2 $18M +157% 117k 151.01
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Danaher Corporation (DHR) 0.2 $17M +180% 68k 252.04
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Abbott Laboratories (ABT) 0.2 $17M +163% 170k 101.26
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Fidelity Covington Trust Msci Utils Index (FUTY) 0.2 $17M +5% 390k 43.82
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Ishares Tr National Mun Etf (MUB) 0.2 $17M +394% 158k 107.74
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Pfizer (PFE) 0.2 $17M +29% 415k 40.80
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Lockheed Martin Corporation (LMT) 0.2 $17M +49% 36k 472.73
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Goldman Sachs (GS) 0.2 $17M +5% 51k 327.12
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Chevron Corporation (CVX) 0.2 $17M -3% 101k 163.16
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Nextera Energy (NEE) 0.2 $17M +80% 214k 77.08
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $17M +73% 223k 73.83
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Mastercard Incorporated Cl A (MA) 0.2 $16M -28% 45k 363.52
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Procter & Gamble Company (PG) 0.1 $16M -11% 105k 148.69
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Costco Wholesale Corporation (COST) 0.1 $16M +41% 31k 496.86
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $15M +214% 157k 96.70
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Texas Instruments Incorporated (TXN) 0.1 $15M +35% 82k 186.02
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Starbucks Corporation (SBUX) 0.1 $15M 142k 104.13
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McKesson Corporation (MCK) 0.1 $14M +7% 40k 356.05
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salesforce (CRM) 0.1 $14M +175% 70k 199.78
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $14M +2618% 260k 53.47
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McDonald's Corporation (MCD) 0.1 $14M +22% 50k 279.58
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Qualcomm (QCOM) 0.1 $14M +14% 107k 127.57
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Walt Disney Company (DIS) 0.1 $13M +23% 134k 100.13
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $13M +67% 47k 285.81
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Applied Materials (AMAT) 0.1 $13M 106k 122.83
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Merck & Co (MRK) 0.1 $13M +8% 122k 106.39
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Ishares Tr Msci Usa Min Vol (USMV) 0.1 $13M +6% 177k 72.74
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Ishares Tr Conser Alloc Etf (AOK) 0.1 $13M NEW 366k 34.96
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Bristol Myers Squibb (BMY) 0.1 $13M +103% 184k 69.31
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J.B. Hunt Transport Services (JBHT) 0.1 $13M 72k 175.46
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $13M 135k 93.02
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Eli Lilly & Co. (LLY) 0.1 $13M -15% 36k 343.42
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $12M +233% 27k 458.42
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $12M +984% 86k 144.62
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Stryker Corporation (SYK) 0.1 $12M +1128% 43k 285.47
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Lam Research Corporation (LRCX) 0.1 $12M +20% 23k 530.12
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Constellation Brands Cl A (STZ) 0.1 $12M +24% 52k 225.88
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $12M -4% 272k 43.28
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $12M +926% 94k 123.71
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $12M +106% 65k 178.40
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Thermo Fisher Scientific (TMO) 0.1 $12M +63% 20k 576.36
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Intuitive Surgical Com New (ISRG) 0.1 $12M -38% 45k 255.47
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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
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $9.3M 115k 81.22
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $9.3M -46% 112k 83.04
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $9.3M -72% 125k 74.71
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Eaton Corp SHS (ETN) 0.1 $9.3M +62% 54k 171.34
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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
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Ishares Tr Ibonds Dec24 Etf (Principal) (IBDP) 0.1 $9.1M NEW 371k 24.59
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $9.0M +386% 43k 210.92
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $8.9M +44% 58k 152.26
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $8.8M +259% 457k 19.30
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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
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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
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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
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Southern Company (SO) 0.0 $5.2M +2% 74k 69.59
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Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.0 $5.2M NEW 219k 23.53
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Wayfair Cl A (W) 0.0 $5.1M 148k 34.34
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $5.0M -18% 32k 156.78
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CBOE Holdings Put Option (CBOE) 0.0 $5.0M 38k 134.24
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $5.0M +302% 75k 66.85
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Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.0 $5.0M NEW 217k 23.08
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Morgan Stanley Com New (MS) 0.0 $5.0M +62% 57k 87.80
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Spdr Gold Tr Gold Shs (GLD) 0.0 $4.9M +70% 27k 183.22
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Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $4.9M +1187% 61k 80.66
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Ishares Tr Msci Usa Sze Ft (SIZE) 0.0 $4.9M 42k 117.86
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Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.0 $4.9M NEW 202k 24.01
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Global X Fds Internet Of Thng (SNSR) 0.0 $4.8M 145k 33.28
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Graphic Packaging Holding Company Put Option (GPK) 0.0 $4.8M 188k 25.49
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Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.0 $4.8M NEW 192k 25.04
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Medtronic SHS (MDT) 0.0 $4.8M +337% 59k 80.62
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Ishares Tr Cybersecurity (IHAK) 0.0 $4.7M 128k 36.35
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Annaly Capital Management In Com New (NLY) 0.0 $4.6M -3% 241k 19.11
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Marathon Petroleum Corp (MPC) 0.0 $4.6M +181% 34k 134.87
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Northrop Grumman Corporation (NOC) 0.0 $4.6M +4% 9.9k 461.72
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Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $4.5M +32% 18k 250.16
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Citigroup Com New (C) 0.0 $4.5M +181% 96k 46.89
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Ishares Tr Ishares Biotech (IBB) 0.0 $4.5M 35k 129.16
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3M Company (MMM) 0.0 $4.4M -23% 42k 105.11
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National Fuel Gas (NFG) 0.0 $4.4M +96% 76k 57.74
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Humana Put Option (HUM) 0.0 $4.3M +23% 8.9k 485.46
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Corning Incorporated (GLW) 0.0 $4.3M -19% 123k 35.28
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CVS Caremark Corporation (CVS) 0.0 $4.3M -33% 57k 74.31
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Spdr Ser Tr Ice Pfd Sec Etf (PSK) 0.0 $4.3M +3% 125k 33.96
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $4.2M +176% 43k 99.25
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Consolidated Edison (ED) 0.0 $4.2M 44k 95.67
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $4.2M -9% 55k 76.23
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $4.1M -67% 104k 39.46
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Lowe's Companies (LOW) 0.0 $4.1M +14% 21k 199.90
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Charles Schwab Corporation (SCHW) 0.0 $4.1M +419% 78k 52.38
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Ishares Tr Blackrock Ultra (ICSH) 0.0 $4.0M NEW 81k 50.25
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Vanguard Index Fds Growth Etf (VUG) 0.0 $4.0M +5% 16k 249.44
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Airbnb Com Cl A (ABNB) 0.0 $4.0M +9% 32k 124.40
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Global X Fds Genomic Biotech (GNOM) 0.0 $4.0M 324k 12.32
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Mondelez Intl Cl A (MDLZ) 0.0 $4.0M 57k 69.71
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Colgate-Palmolive Company (CL) 0.0 $4.0M +32% 53k 75.15
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American Express Company (AXP) 0.0 $3.9M +44% 23k 164.95
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Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) 0.0 $3.8M +447% 14k 275.98
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Marsh & McLennan Companies (MMC) 0.0 $3.8M -30% 23k 166.56
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Hilton Worldwide Holdings (HLT) 0.0 $3.8M 27k 140.87
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Kla Corp Com New (KLAC) 0.0 $3.8M +5% 9.6k 399.16
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Archer Daniels Midland Company (ADM) 0.0 $3.8M 48k 79.66
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United Rentals (URI) 0.0 $3.8M +783% 9.5k 395.78
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Honeywell International (HON) 0.0 $3.7M -51% 20k 191.12
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $3.7M -13% 63k 58.54
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Dollar General (DG) 0.0 $3.6M +395% 17k 210.45
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.0 $3.6M +27% 95k 38.00
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Past Filings by Lido Advisors

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

View all past filings