Lido Advisors
Latest statistics and disclosures from Lido Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, BSCM, AAPL, BSCN, FTEC, and represent 56.66% of Lido Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$2.9B), BSCN (+$102M), EEM (+$35M), FXI (+$34M), FTEC (+$29M), AAPL (+$27M), QQQ (+$26M), MSFT (+$23M), XLI (+$19M), TUEM (+$18M).
- Started 106 new stock positions in CFG, PAVE, GDXJ, HRTX, SPOT, KREF, ABNB, SRLN, BOOT, FUN.
- Reduced shares in these 10 stocks: XLK (-$18M), XLC (-$16M), SHY (-$12M), IJK (-$8.6M), BSCL (-$7.5M), CTXS (-$5.4M), VFVA (-$5.3M), Mohawk Group Holdings Ord (-$5.0M), IWR, SE.
- Sold out of its positions in AME, ATHM, BRK.A, BNTX, BF.A, CNI, KMX, CRNC, NET, DELL.
- Lido Advisors was a net buyer of stock by $3.6B.
- Lido Advisors has $7.2B in assets under management (AUM), dropping by 109.66%.
- Central Index Key (CIK): 0001650150
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Portfolio Holdings for Lido Advisors
Companies in the Lido Advisors portfolio as of the June 2021 quarterly 13F filing
Lido Advisors has 792 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Lido Advisors June 30, 2021 positions
- Download the Lido Advisors June 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) | 44.8 | $3.2B | +890% | 7.5M | 429.41 | |
| Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) | 3.9 | $280M | 13M | 21.59 | ||
| Apple (AAPL) | 3.5 | $255M | +11% | 1.9M | 136.96 | |
| Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) | 2.5 | $183M | +126% | 8.4M | 21.73 | |
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 1.9 | $135M | +27% | 1.1M | 117.79 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 1.7 | $124M | +16% | 842k | 147.64 | |
| Microsoft Corporation (MSFT) | 1.6 | $114M | +25% | 422k | 270.90 | |
| Amazon (AMZN) | 0.9 | $67M | +27% | 19k | 3440.28 | |
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.9 | $65M | +11% | 1.0M | 63.74 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.9 | $63M | +9% | 860k | 72.73 | |
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.8 | $59M | +19% | 724k | 81.09 | |
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.7 | $51M | 967k | 52.36 | ||
| Essex Property Trust (ESS) | 0.7 | $50M | 167k | 302.10 | ||
| Altria (MO) | 0.7 | $49M | +2% | 1.0M | 48.54 | |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $44M | +137% | 125k | 354.83 | |
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.6 | $43M | +2% | 786k | 54.23 | |
| Tesla Motors (TSLA) | 0.6 | $42M | +41% | 62k | 679.69 | |
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.6 | $42M | -2% | 773k | 54.49 | |
| Invesco Exch Trd Slf Idx Bulshs 2021 Cb (BSCL) | 0.6 | $40M | -15% | 1.9M | 21.10 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $37M | +1888% | 672k | 55.16 | |
| Ishares Tr China Lg-cap Etf (FXI) | 0.5 | $35M | +3045% | 763k | 46.35 | |
| NVIDIA Corporation (NVDA) | 0.5 | $35M | +46% | 43k | 800.22 | |
| Johnson & Johnson (JNJ) | 0.5 | $34M | +5% | 207k | 164.74 | |
| UnitedHealth (UNH) | 0.5 | $34M | +33% | 84k | 400.45 | |
| Facebook Cl A (FB) | 0.5 | $33M | +11% | 95k | 347.71 | |
| Lam Research Corporation (LRCX) | 0.4 | $32M | +46% | 49k | 652.02 | |
| Select Sector Spdr Tr Financial (XLF) | 0.4 | $31M | +17% | 850k | 36.69 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $29M | +22% | 12k | 2441.88 | |
| Exp World Holdings Inc equities (EXPI) | 0.4 | $29M | +25% | 751k | 38.77 | |
| Fidelity Covington Trust Consmr Staples (FSTA) | 0.4 | $27M | +27% | 639k | 42.60 | |
| Home Depot (HD) | 0.4 | $27M | +7% | 85k | 318.90 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $25M | +9% | 161k | 155.54 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $24M | +9% | 9.4k | 2506.47 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.3 | $24M | +369% | 231k | 102.40 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.3 | $23M | +4% | 217k | 105.34 | |
| Global X Fds Us Pfd Etf (PFFD) | 0.3 | $21M | +43% | 813k | 26.17 | |
| Analog Devices (ADI) | 0.3 | $21M | 121k | 172.16 | ||
| Procter & Gamble Company (PG) | 0.3 | $20M | +6% | 149k | 134.93 | |
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $19M | +671% | 349k | 53.87 | |
| Nike CL B (NKE) | 0.3 | $19M | +25% | 120k | 154.77 | |
| Tuesday Morning Ord (TUEM) | 0.3 | $18M | NEW | 4.1M | 4.50 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $18M | 65k | 277.92 | ||
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.2 | $18M | +9% | 213k | 82.31 | |
| Merck & Co (MRK) | 0.2 | $18M | +32% | 223k | 78.24 | |
| Netflix (NFLX) | 0.2 | $18M | +39% | 33k | 528.24 | |
| Scripps E W Co Ohio Cl A New (SSP) | 0.2 | $17M | 840k | 20.39 | ||
| Visa Com Cl A (V) | 0.2 | $17M | +14% | 73k | 233.82 | |
| Etf Ser Solutions Us Glb Jets (JETS) | 0.2 | $17M | +99% | 698k | 24.18 | |
| Goldman Sachs (GS) | 0.2 | $16M | +11% | 43k | 379.53 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $16M | -4% | 189k | 85.89 | |
| Global X Fds Us Infr Dev Etf (PAVE) | 0.2 | $16M | NEW | 624k | 25.79 | |
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.2 | $16M | 328k | 48.54 | ||
| Abbvie (ABBV) | 0.2 | $16M | +7% | 141k | 112.64 | |
| United Rentals (URI) | 0.2 | $15M | NEW | 48k | 319.03 | |
| Roku Com Cl A (ROKU) | 0.2 | $15M | 33k | 459.27 | ||
| Alcoa (AA) | 0.2 | $15M | NEW | 412k | 36.84 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $15M | -10% | 37k | 398.78 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $15M | 25k | 585.66 | ||
| Nucor Corporation (NUE) | 0.2 | $15M | NEW | 151k | 96.33 | |
| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.2 | $15M | +26% | 313k | 46.21 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $14M | +9% | 148k | 97.14 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $14M | +71% | 182k | 78.88 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $14M | +20% | 135k | 104.77 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $14M | -38% | 168k | 80.93 | |
| Advanced Micro Devices (AMD) | 0.2 | $14M | 144k | 93.93 | ||
| Target Corporation (TGT) | 0.2 | $14M | +6% | 56k | 241.74 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $13M | -2% | 60k | 222.82 | |
| Pepsi (PEP) | 0.2 | $13M | -3% | 91k | 148.17 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $13M | +5% | 181k | 73.61 | |
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.2 | $13M | 437k | 30.43 | ||
| salesforce (CRM) | 0.2 | $13M | +8% | 53k | 244.28 | |
| Qualcomm (QCOM) | 0.2 | $13M | +7% | 87k | 142.93 | |
| Walt Disney Company (DIS) | 0.2 | $12M | +25% | 70k | 175.77 | |
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.2 | $12M | +15% | 104k | 115.49 | |
| Bank of America Corporation (BAC) | 0.2 | $12M | +6% | 291k | 41.23 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $12M | +8% | 53k | 226.79 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $12M | +6% | 68k | 173.43 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $11M | 93k | 120.60 | ||
| Wal-Mart Stores (WMT) | 0.2 | $11M | +20% | 80k | 141.01 | |
| Cisco Systems (CSCO) | 0.2 | $11M | +16% | 210k | 53.00 | |
| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.2 | $11M | -19% | 747k | 14.75 | |
| Servicenow (NOW) | 0.1 | $11M | +27% | 20k | 549.57 | |
| International Business Machines (IBM) | 0.1 | $11M | +13% | 72k | 146.59 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $11M | -2% | 59k | 178.56 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $10M | 24k | 429.94 | ||
| Fidelity Covington Trust Low Volity Etf (FDLO) | 0.1 | $10M | 219k | 47.15 | ||
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $10M | +121% | 45k | 229.38 | |
| Pfizer (PFE) | 0.1 | $9.7M | +4% | 249k | 39.16 | |
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.1 | $9.7M | 236k | 41.03 | ||
| J.B. Hunt Transport Services (JBHT) | 0.1 | $9.7M | +3% | 60k | 162.96 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $9.6M | -6% | 117k | 82.16 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $9.4M | +35% | 616k | 15.32 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $9.4M | -6% | 153k | 61.43 | |
| Canopy Gro (CGC) | 0.1 | $9.3M | 385k | 24.18 | ||
| Exxon Mobil Corporation (XOM) | 0.1 | $9.3M | +4% | 147k | 63.08 | |
| Amgen (AMGN) | 0.1 | $9.1M | +7% | 38k | 243.77 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $9.1M | 23k | 394.85 | ||
| McKesson Corporation (MCK) | 0.1 | $9.0M | +5% | 47k | 191.66 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $9.0M | +107% | 67k | 134.90 | |
| Intel Corporation (INTC) | 0.1 | $8.7M | +14% | 155k | 56.14 | |
| Akamai Technologies (AKAM) | 0.1 | $8.4M | +8% | 72k | 116.61 | |
| Allovir (ALVR) | 0.1 | $8.3M | NEW | 420k | 19.74 | |
| Applied Materials (AMAT) | 0.1 | $8.2M | +136% | 57k | 142.41 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $8.1M | +7% | 22k | 365.11 | |
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.1 | $7.9M | +62% | 85k | 92.50 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $7.9M | +12% | 60k | 132.63 | |
| Verizon Communications (VZ) | 0.1 | $7.9M | +10% | 141k | 56.03 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $7.8M | +28% | 295k | 26.36 | |
| Danaher Corporation (DHR) | 0.1 | $7.7M | +789% | 29k | 268.56 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $7.6M | +15% | 28k | 271.50 | |
| Oracle Corporation (ORCL) | 0.1 | $7.5M | +15% | 97k | 77.84 | |
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $7.4M | -68% | 92k | 80.97 | |
| Royal Caribbean Cruises (RCL) | 0.1 | $7.3M | +78% | 86k | 85.28 | |
| Abbott Laboratories (ABT) | 0.1 | $7.3M | +26% | 63k | 115.93 | |
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $7.2M | +28% | 68k | 105.06 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $7.1M | +10% | 67k | 105.43 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $7.0M | -3% | 71k | 99.41 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $6.9M | +20% | 121k | 57.02 | |
| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $6.8M | -6% | 62k | 110.96 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $6.8M | +35% | 69k | 98.76 | |
| Charter Communications Inc N Cl A (CHTR) | 0.1 | $6.8M | +26% | 9.4k | 721.50 | |
| Spdr Ser Tr S&p Kensho Futre (FITE) | 0.1 | $6.5M | +25% | 126k | 51.81 | |
| Global X Fds Internet Of Thng (SNSR) | 0.1 | $6.5M | +25% | 182k | 35.76 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $6.4M | +11% | 77k | 82.71 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $6.4M | -6% | 60k | 106.31 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $6.2M | +18% | 47k | 132.87 | |
| Chevron Corporation (CVX) | 0.1 | $6.1M | +3% | 58k | 104.74 | |
| Wynn Resorts (WYNN) | 0.1 | $6.0M | +3% | 49k | 122.30 | |
| Ishares Tr Msci Usa Sze Ft (SIZE) | 0.1 | $5.9M | +7% | 46k | 129.41 | |
| At&t (T) | 0.1 | $5.9M | +19% | 206k | 28.78 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $5.9M | 23k | 255.91 | ||
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $5.8M | +1415% | 25k | 231.39 | |
| Zillow Group Cl A (ZG) | 0.1 | $5.7M | -5% | 46k | 122.54 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $5.6M | 41k | 137.47 | ||
| Annaly Capital Management (NLY) | 0.1 | $5.4M | +478% | 598k | 9.10 | |
| Netstreit Corp (NTST) | 0.1 | $5.4M | -4% | 235k | 23.06 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $5.4M | +20% | 63k | 86.04 | |
| Costco Wholesale Corporation (COST) | 0.1 | $5.4M | +11% | 14k | 395.66 | |
| Boeing Company (BA) | 0.1 | $5.3M | +52% | 22k | 239.56 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $5.2M | 50k | 103.97 | ||
| Coca-Cola Company (KO) | 0.1 | $5.2M | +23% | 95k | 54.53 | |
| Broadcom (AVGO) | 0.1 | $5.0M | +19% | 10k | 476.80 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $4.9M | -3% | 39k | 125.96 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $4.8M | +8% | 20k | 242.10 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $4.7M | -5% | 25k | 192.30 | |
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.1 | $4.7M | -13% | 152k | 30.64 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $4.6M | 117k | 39.34 | ||
| Paypal Holdings (PYPL) | 0.1 | $4.6M | +13% | 16k | 291.46 | |
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $4.4M | +35% | 27k | 163.67 | |
| Eli Lilly & Co. (LLY) | 0.1 | $4.4M | +14% | 19k | 229.53 | |
| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $4.4M | -3% | 16k | 272.88 | |
| Ciena Corp Com New (CIEN) | 0.1 | $4.3M | +7% | 75k | 56.89 | |
| Synchrony Financial (SYF) | 0.1 | $4.3M | 88k | 48.52 | ||
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.1 | $4.2M | +195% | 190k | 22.19 | |
| Blackline (BL) | 0.1 | $4.2M | NEW | 38k | 111.27 | |
| Las Vegas Sands (LVS) | 0.1 | $4.2M | +94% | 79k | 52.69 | |
| Ark Etf Tr Fintech Innova (ARKF) | 0.1 | $4.2M | +119% | 77k | 54.10 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.1 | $4.2M | 142k | 29.41 | ||
| Ishares Tr Expanded Tech (IGV) | 0.1 | $4.1M | +28% | 11k | 390.06 | |
| McDonald's Corporation (MCD) | 0.1 | $4.0M | +3% | 17k | 230.99 | |
| Spdr Ser Tr S&p Homebuild (XHB) | 0.1 | $3.9M | NEW | 54k | 73.24 | |
| Altice Usa Cl A (ATUS) | 0.1 | $3.9M | -22% | 114k | 34.14 | |
| Vaneck Vectors Etf Tr Semiconductor Et (SMH) | 0.1 | $3.9M | +26% | 15k | 262.26 | |
| Hldgs (UAL) | 0.1 | $3.8M | +10% | 73k | 52.29 | |
| Nextera Energy (NEE) | 0.1 | $3.8M | +15% | 52k | 73.29 | |
| Discover Financial Services (DFS) | 0.1 | $3.8M | 32k | 118.28 | ||
| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $3.7M | +22% | 64k | 58.35 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $3.7M | +21% | 13k | 286.83 | |
| Wells Fargo & Company (WFC) | 0.1 | $3.7M | +48% | 81k | 45.30 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $3.7M | -16% | 7.3k | 504.79 | |
| Starbucks Corporation (SBUX) | 0.1 | $3.7M | +13% | 33k | 111.82 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $3.6M | -7% | 9.9k | 363.43 | |
| BlackRock Income Trust (BKT) | 0.0 | $3.5M | +24% | 558k | 6.34 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $3.5M | +8% | 31k | 112.97 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $3.5M | +9% | 22k | 158.64 | |
| Spdr Ser Tr Ice Pfd Sec Etf (PSK) | 0.0 | $3.5M | +60% | 79k | 44.22 | |
| Illinois Tool Works (ITW) | 0.0 | $3.5M | +8% | 15k | 224.71 | |
| BlackRock Enhanced Government Fund (EGF) | 0.0 | $3.4M | +27% | 262k | 12.94 | |
| Medical Properties Trust (MPW) | 0.0 | $3.4M | +329% | 166k | 20.38 | |
| American Express Company (AXP) | 0.0 | $3.3M | 20k | 165.24 | ||
| Simon Property (SPG) | 0.0 | $3.3M | +401% | 25k | 130.48 | |
| Blackstone Mtg Tr Com Cl A (BXMT) | 0.0 | $3.3M | NEW | 101k | 32.51 | |
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $3.2M | +165% | 84k | 37.75 | |
| Philip Morris International (PM) | 0.0 | $3.1M | +69% | 31k | 100.31 | |
| Gilead Sciences (GILD) | 0.0 | $3.1M | -2% | 45k | 68.85 | |
| Fidelity Covington Trust Divid Etf Risi (FDRR) | 0.0 | $3.1M | +10% | 72k | 42.25 | |
| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.0 | $3.0M | +10% | 53k | 57.32 | |
| Golub Capital BDC (GBDC) | 0.0 | $3.0M | +988% | 192k | 15.42 | |
| Zoom Video Communications In Cl A (ZM) | 0.0 | $2.9M | +309% | 7.6k | 387.02 | |
| BlackRock Credit All Inc Trust IV (BTZ) | 0.0 | $2.9M | NEW | 188k | 15.59 | |
| Docusign (DOCU) | 0.0 | $2.9M | +30% | 10k | 279.52 | |
| Caterpillar (CAT) | 0.0 | $2.9M | -16% | 13k | 217.68 | |
| Aterian (ATER) | 0.0 | $2.8M | NEW | 193k | 14.63 | |
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.0 | $2.8M | +17% | 127k | 22.15 | |
| Shopify Cl A (SHOP) | 0.0 | $2.8M | -7% | 1.9k | 1461.18 | |
| United Parcel Service CL B (UPS) | 0.0 | $2.7M | +15% | 13k | 208.00 | |
| Discovery Com Ser C (DISCK) | 0.0 | $2.7M | 94k | 28.98 | ||
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $2.7M | NEW | 68k | 40.10 | |
| Global X Fds Globx Supdv Us (DIV) | 0.0 | $2.7M | NEW | 135k | 19.98 | |
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $2.7M | +124% | 91k | 29.61 | |
| Eaton Corp SHS (ETN) | 0.0 | $2.7M | +17% | 18k | 148.17 | |
| Sherwin-Williams Company (SHW) | 0.0 | $2.7M | +206% | 9.7k | 272.48 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $2.6M | NEW | 17k | 153.14 | |
| Micron Technology (MU) | 0.0 | $2.6M | +6% | 31k | 85.00 | |
| Honeywell International (HON) | 0.0 | $2.6M | -2% | 12k | 219.33 | |
| 3M Company (MMM) | 0.0 | $2.5M | +29% | 13k | 198.62 | |
| Pulmonx Corp (LUNG) | 0.0 | $2.5M | NEW | 58k | 44.12 | |
| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.0 | $2.5M | +2% | 50k | 50.73 | |
| Pennsylvania Real Estate Inv Sh Ben Int (PEI) | 0.0 | $2.5M | +11% | 1.0M | 2.49 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $2.5M | 40k | 62.97 | ||
| CVS Caremark Corporation (CVS) | 0.0 | $2.5M | +13% | 30k | 83.44 | |
| Vaneck Vectors Etf Tr Pfd Secs Ex Finl (PFXF) | 0.0 | $2.5M | +9% | 116k | 21.34 | |
| BlackRock (BLK) | 0.0 | $2.5M | +23% | 2.8k | 875.09 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $2.4M | +18% | 28k | 88.05 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $2.4M | +45% | 39k | 62.74 | |
| Lowe's Companies (LOW) | 0.0 | $2.4M | -6% | 12k | 193.95 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $2.4M | -11% | 4.9k | 492.38 | |
| Spdr Ser Tr Aerospace Def (XAR) | 0.0 | $2.4M | +27% | 18k | 132.31 | |
| Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $2.4M | +9% | 13k | 182.50 | |
| Union Pacific Corporation (UNP) | 0.0 | $2.4M | -2% | 11k | 219.97 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $2.4M | 14k | 173.69 | ||
| Bristol Myers Squibb (BMY) | 0.0 | $2.3M | +7% | 35k | 66.82 | |
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $2.3M | +284% | 135k | 17.01 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $2.3M | -14% | 7.8k | 294.87 | |
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $2.2M | -88% | 15k | 147.64 | |
| Corning Incorporated (GLW) | 0.0 | $2.2M | +29% | 55k | 40.89 | |
| Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) | 0.0 | $2.2M | +9% | 113k | 19.54 | |
| DNP Select Income Fund (DNP) | 0.0 | $2.2M | +19% | 208k | 10.51 | |
| Ishares Tr Ibonds Dec22 Etf (IBDN) | 0.0 | $2.2M | 85k | 25.40 | ||
| Ishares Silver Tr Ishares (SLV) | 0.0 | $2.1M | 88k | 24.22 | ||
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $2.1M | +17% | 13k | 165.61 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $2.1M | -5% | 24k | 85.19 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $2.1M | +8% | 15k | 133.51 | |
| Foot Locker (FL) | 0.0 | $2.1M | NEW | 33k | 61.64 | |
| United Sts Oil Units (USO) | 0.0 | $2.0M | +74% | 41k | 49.88 | |
| Roblox Corp Cl A (RBLX) | 0.0 | $2.0M | NEW | 22k | 89.97 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $2.0M | +6% | 16k | 122.30 | |
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $2.0M | +9% | 44k | 45.38 | |
| Fifth Third Ban (FITB) | 0.0 | $2.0M | +8% | 52k | 38.27 | |
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.0 | $2.0M | +94% | 31k | 64.43 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $2.0M | +34% | 14k | 140.67 | |
| Humana (HUM) | 0.0 | $1.9M | +203% | 4.4k | 443.61 | |
| Graphic Packaging Holding Company (GPK) | 0.0 | $1.9M | +10% | 105k | 18.21 | |
| Cdw (CDW) | 0.0 | $1.9M | +5% | 11k | 174.65 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $1.9M | 18k | 104.18 | ||
| Citigroup Com New (C) | 0.0 | $1.9M | +16% | 27k | 70.77 | |
| Spdr Ser Tr Spdr Bloomberg (BIL) | 0.0 | $1.9M | -9% | 21k | 91.45 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $1.9M | +32% | 19k | 98.74 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $1.8M | +12% | 50k | 36.42 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $1.8M | +20% | 42k | 43.27 | |
Past Filings by Lido Advisors
SEC 13F filings are viewable for Lido Advisors going back to 2017
- Lido Advisors 2021 Q2 filed Aug. 12, 2021
- 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