LA

Lido Advisors, LLC

13F
Lido Advisors, LLC
Last update 2025-05-15 1509 Stocks (122 new)
Value $22.21 Bil Turnover 14 %
Countries:
Top Holdings: SPY(7.08%)BSCQ(5.54%)BSCP(3.75%)AAPL(3.64%)BSCR(2.57%)
Summary Stock Picks Current Portfolio
Lido Advisors, LLC Top Holdings of 2025-03-31 View Full List
Ticker
SPY CALL
SPY PUT
SPY
BSCQ
BSCP
AAPL
BSCR
MSFT
NVDA
FTEC
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY CALL
SPDR S&P 500 ETF Trust
4,559,200
2,525,962.8
0%
11.370
0%
0.450
+19.57%
+7.72%
643,289.7
 
SPY PUT
SPDR S&P 500 ETF Trust
4,027,500
2,235,706.9
0%
10.070
0%
0.390
+19.57%
+7.72%
643,289.7
 
SPY
SPDR S&P 500 ETF Trust
6,431,055
1,572,329.2
+137.55%
7.080
+4.10%
0.630
+19.57%
+7.72%
643,289.7
 
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
Invesco BulletShares 2026 Corporate Bond ETF
63,116,365
1,229,506.8
+0.76%
5.540
+0.04%
29.260
+1.26%
+2.78%
4,257.2
 
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
Invesco BulletShares 2025 Corporate Bond ETF
40,266,631
832,713.0
-15.93%
3.750
-0.72%
23.780
+1.06%
+2.54%
3,254.1
 
AAPL
Apple Inc
3,637,908
808,088.9
+11.24%
3.640
+0.37%
0.020
+7.35%
-15.47%
3,154,147.7
Hardware
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
Invesco BulletShares 2027 Corporate Bond ETF
29,144,549
570,941.7
+5,880.28%
2.570
+2.53%
16.550
+1.49%
+3.23%
3,724.4
 
MSFT
Microsoft Corp
1,300,199
488,082.5
+18.87%
2.200
+0.35%
0.020
+38.94%
+21.47%
3,790,969.0
Software
NVDA
NVIDIA Corp
4,238,309
459,386.3
+25.97%
2.070
+0.43%
0.020
+69.89%
+28.41%
4,204,658.7
Semiconductors
FTEC
Fidelity MSCI Information Technology Index ETF
Fidelity MSCI Information Technology Index ETF
2,027,711
327,009.1
+3.93%
1.470
+0.06%
2.960
+35.90%
+10.59%
14,288.6
 

Lido Advisors, LLC's Historical Top Holdings Breakdowns

Lido Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+4.10%
●
551.42 ($587.78) 612.93
$627.58
6.77%
Add 137.55%
6,431,055
3,723,777
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
Invesco BulletShares 2027 Corporate Bond ETF
2025-03-31
Add
Add
+2.53%
●
19.43 ($19.52) 19.62
$19.69
0.87%
Add 5880.28%
29,144,549
28,657,205
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
Invesco BulletShares 2025 Corporate Bond ETF
2025-03-31
Reduce
Reduce
-0.72%
●
20.64 ($20.69) 20.73
$20.74
0.24%
Reduce -15.93%
40,266,631
-7,627,582
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.43%
●
106.98 ($126.74) 149.43
$172.41
36.03%
Add 25.97%
4,238,309
873,671
AAPL
Apple Inc
2025-03-31
Add
Add
+0.37%
●
209.68 ($231.67) 247.1
$211.18
-8.84%
Add 11.24%
3,637,908
367,494
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.35%
●
375.39 ($407.71) 447.2
$510.05
25.10%
Add 18.87%
1,300,199
206,445
USMF
WisdomTree U.S. Multifactor Fund
2025-03-31
Reduce
Reduce
-0.34%
●
48.29 ($50.53) 51.95
$50.79
0.51%
Reduce -64.7%
825,202
-1,512,172
BSCU
Invesco BulletShares 2030 Corporate Bond ETF
Invesco BulletShares 2030 Corporate Bond ETF
2025-03-31
New Buy
New Buy
+0.31%
●
16.19 ($16.46) 16.64
$16.76
1.82%
New holding
4,163,476
4,163,476
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
2025-03-31
Reduce
Reduce
-0.27%
●
78 ($81.92) 84.37
$84.89
3.63%
Reduce -52.07%
680,618
-739,350
IVE
iShares S&P 500 Value ETF
2025-03-31
Add
Add
+0.23%
●
185.78 ($193.5) 198.58
$197.34
1.98%
Add 18.57%
1,677,023
262,665

Lido Advisors, LLC Total Holding History ($B)

To

Lido Advisors, LLC's Asset Allocation

To

Lido Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Lido Advisors, LLC's Hypothetical Growth since 2025-03-31

Lido Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Lido Advisors, LLC's Holdings Heat Map

Size field:

Lido Advisors, LLC's Holdings Bubble Chart

Lido Advisors, LLC News

  • 1

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