Lido Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LA Lido Advisors, LLC | Institutional Filer | ▲ 54.29% | $32.47B | 1716 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1716)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF Trust | — | 13.7M | $8.92B | 27.47% |
| 2 | BSCR | INVESCO EXCH TRD SLF IDX FD | — | 70.7M | $1.40B | 4.31% |
| 3 | AAPL | Apple Inc. | Technology | 4.5M | $1.13B | 3.49% |
| 4 | NVDA | NVIDIA Corporation | Technology | 6.0M | $1.05B | 3.23% |
| 5 | BSCQ | INVESCO EXCH TRD SLF IDX FD | — | 53.6M | $1.05B | 3.22% |
| 6 | MSFT | Microsoft Corporation | Technology | 2.3M | $840.0M | 2.59% |
| 7 | QQQ | Invesco QQQ Trust | — | 997K | $575.7M | 1.77% |
| 8 | FTEC | FIDELITY COVINGTON TRUST | — | 2.2M | $452.7M | 1.39% |
| 9 | IVW | ISHARES TR | — | 3.9M | $438.2M | 1.35% |
| 10 | IVE | ISHARES TR | — | 1.9M | $410.5M | 1.26% |
| 11 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 1.9M | $403.8M | 1.24% |
| 12 | GOOGL | Alphabet Inc. | Technology | 1.1M | $313.6M | 0.97% |
| 13 | MYCH | SSGA ACTIVE TR | — | 12.3M | $306.7M | 0.94% |
| 14 | IVV | ISHARES TR | — | 423K | $276.4M | 0.85% |
| 15 | AVGO | Broadcom Inc. | Technology | 828K | $256.2M | 0.79% |
Showing 1 to 15 of 1000 holdings