- New Purchases: ESS, XLRE, XLP, VHT, BIL, CMA, BMO, TNC, FPE, SCHX, BSCK, BSCJ, PSK, LDOS, CTL, MINT, AGG, SAIC, SCHF, FIS, BAH, RWO, AFIN, CYBR, ANET, ASH, VLO, UAA, MELI, CDNS, SCHA, AME, INTU, ADM, COUP, PEN, SHOP, SHM, SPTM, SUB, RL, WDAY, EAT, SCHM, SCHW, AOA, AOM, SCHD, AMD, IEMG, IWN, ALXN, MYL, O, IR, IDXX, HDB, GHDX, FL, SNPS, EXPE, COT, XLNX, DECK, EW, BX, ECL, GM, MTD, MMP, VOE, AMT, FNF, FRC, DTE, TSLA, STWD, CNK, COO, DOCU, STE, SPG, SLB, COF, STBA, EWJ, CSX, ITA, ZNGA,
- Added Positions: JNJ, SPY, IWO, BND, IEF, MSFT, VEA, VGT, IVE, FTEC, MTUM, IYW, VIG, VTV, XLF, XLV, JPST, FHLC, AAPL, SCHO, AMZN, IVV, ABT, ABBV, IBB, T, XOM, GOOGL, PG, VOO, VTI, MO, BP, V, EMB, IGV, IJK, IJT, GLW, QCOM, DAL, FB, SDY, BA, COST, HON, JPM, DIS, IJS, PGX, PHB, XAR, CVS, ITW, LRCX, MCD, MRK, PPL, PEP, SO, WFC, KIE, VDC, A, CPT, CSCO, C, DUK, ETN, FITB, WELL, INTC, KMB, MU, PCAR, TSN, IGF, VGK, VYM, BLK, CCL, CME, EMN, HAL, HD, HST, IBM, TXN, TRI, UPS, VZ, LYB, ROKU, BKLN, IEFA, IYR, MLPA, SDOG, COP, CCI, DEO, EPD, FDX, PFE, CRM, TSM, WMB, BR, OCSL, ARES, APLE, AMJ, IJR, MDIV, MDY, CB, CHRW, BXMT, CVX, DBI, DE, DWDP, GRMN, GE, GS, ILMN, LMT, MAA, NKE, PVH, RWT, SBUX, SYK, USB, WMT, BKT, EIM, EGF, CPRX, DHXM, JLS, KKR, PSX, AKBA, HUBS, BOOT, BIV, EEM, GVI, IJH, IWB, ONEQ, PFF, VCSH, ACN, AFL, ARCC, BBT, BK, CM, CL, EOG, LLY, PACW, F, GIS, HRS, HBAN, LEG, NOC, RSG, RIGL, SRE, SON, TTWO, UBSI, UNH, ANTM, EVRG, RDS.B, BKN, PAI, DUC, JPS, JQC, NFJ, MA, MLNX, VTA, AVGO, SSNC, GBDC, SPLK, VEEV, PRAH, DVY, HACK, IYF, LQD, MUB, SPYG, VBK, VBR, VNQ, VUG,
- Reduced Positions: XLK, IVW, XLY, SPLV, JCAP, MKL, BTZ, QQQ, PM, UNP, IWM, XLU, EFT, NVDA, TRHC, GLD, FTSM, BRK.B, BAC, EFA, ITOT, MMT, NFLX, CELG, PPR, SJNK, CE, PYPL, USMV, IJJ, ATVI, ADBE, ORCL, ISRG, CDW, MDLZ, IWV, AOR, GOOG, CMCSA, TGT, STZ, BABA, ETSY, TWLO, CAT, IWD, DIA, MMM, LUV, NOW, UTX, JNK, HYG, OGE, AMGN, MITK, BMY, NLY, KO, VWO, WBA, VV, AXP, RSP, RWX, IWS, IWF, DHI, NVS, NVG, NAD, ET, AGN, VRTX, RTN, REGN, OBE, MCHP, DXCM, FDN, AMLP, COLD, LW, TMO, MDT, ATHM, TJX,
- Sold Out: IHI, IHF, SCHR, XLE, CHTR, SHV, BPY, SYY, LULU, IDV, STL, RH, STAY, SABR, KHC, ACWX, PANW, ALGN, DIOD, SHW, CI, DENN, NDAQ, IQ, DNKN, LITE, INGN, EBS, WIFI, DBX, EZU, DPZ, VMW, DB, NRZ, SMRT,
For the details of Lido Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/lido+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Lido Advisors, LLC- SPDR S&P 500 (SPY) - 199,124 shares, 5.86% of the total portfolio. Shares added by 39.59%
- iShares S&P 500 Growth (IVW) - 315,247 shares, 5.64% of the total portfolio. Shares reduced by 11.26%
- iShares S&P 500 Value (IVE) - 476,084 shares, 5.57% of the total portfolio. Shares added by 17.24%
- Essex Property Trust Inc (ESS) - 165,859 shares, 5.01% of the total portfolio. New Position
- Fidelity MSCI Information Technology Index (FTEC) - 584,475 shares, 3.59% of the total portfolio. Shares added by 15.64%
Lido Advisors, LLC initiated holding in Essex Property Trust Inc. The purchase prices were between $236.59 and $292.86, with an estimated average price of $272.31. The stock is now traded at around $283.88. The impact to a portfolio due to this purchase was 5.01%. The holding were 165,859 shares as of .
New Purchase: Real Estate Select Sector SPDR Fund (The) (XLRE)Lido Advisors, LLC initiated holding in Real Estate Select Sector SPDR Fund (The). The purchase prices were between $30.29 and $36.23, with an estimated average price of $34.05. The stock is now traded at around $36.11. The impact to a portfolio due to this purchase was 2.02%. The holding were 536,980 shares as of .
New Purchase: SPDR Select Sector Fund - Consumer Staples (XLP)Lido Advisors, LLC initiated holding in SPDR Select Sector Fund - Consumer Staples. The purchase prices were between $50.19 and $56.11, with an estimated average price of $53.44. The stock is now traded at around $57.31. The impact to a portfolio due to this purchase was 1.73%. The holding were 297,594 shares as of .
New Purchase: Vanguard Health Care (VHT)Lido Advisors, LLC initiated holding in Vanguard Health Care. The purchase prices were between $154.88 and $175.58, with an estimated average price of $169.4. The stock is now traded at around $167.06. The impact to a portfolio due to this purchase was 0.92%. The holding were 51,287 shares as of .
New Purchase: SPDR Bloomberg Barclays 1-3 Month T-Bill (BIL)Lido Advisors, LLC initiated holding in SPDR Bloomberg Barclays 1-3 Month T-Bill. The purchase prices were between $90.75 and $91.25, with an estimated average price of $91.01. The stock is now traded at around $91.50. The impact to a portfolio due to this purchase was 0.48%. The holding were 50,948 shares as of .
New Purchase: Comerica Inc (CMA)Lido Advisors, LLC initiated holding in Comerica Inc. The purchase prices were between $68.69 and $88.31, with an estimated average price of $80.09. The stock is now traded at around $76.72. The impact to a portfolio due to this purchase was 0.45%. The holding were 58,291 shares as of .
Added: Johnson & Johnson (JNJ)Lido Advisors, LLC added to a holding in Johnson & Johnson by 406.83%. The purchase prices were between $125.72 and $139.79, with an estimated average price of $133.86. The stock is now traded at around $139.05. The impact to a portfolio due to this purchase was 1.95%. The holding were 167,426 shares as of .
Added: SPDR S&P 500 (SPY)Lido Advisors, LLC added to a holding in SPDR S&P 500 by 39.59%. The purchase prices were between $244.21 and $284.73, with an estimated average price of $271.34. The stock is now traded at around $288.03. The impact to a portfolio due to this purchase was 1.66%. The holding were 199,124 shares as of .
Added: iShares Russell 2000 Growth (IWO)Lido Advisors, LLC added to a holding in iShares Russell 2000 Growth by 1038.62%. The purchase prices were between $164 and $201.73, with an estimated average price of $190.01. The stock is now traded at around $199.79. The impact to a portfolio due to this purchase was 1.15%. The holding were 61,850 shares as of .
Added: Vanguard Total Bond Market ETF (BND)Lido Advisors, LLC added to a holding in Vanguard Total Bond Market ETF by 824.03%. The purchase prices were between $78.39 and $80.84, with an estimated average price of $79.29. The stock is now traded at around $80.97. The impact to a portfolio due to this purchase was 1.1%. The holding were 146,070 shares as of .
Added: iShares 7-10 Year Treasury Bond ETF (IEF)Lido Advisors, LLC added to a holding in iShares 7-10 Year Treasury Bond ETF by 1639.95%. The purchase prices were between $102.6 and $106.41, with an estimated average price of $103.95. The stock is now traded at around $106.12. The impact to a portfolio due to this purchase was 1.04%. The holding were 99,247 shares as of .
Added: Microsoft Corp (MSFT)Lido Advisors, LLC added to a holding in Microsoft Corp by 98.13%. The purchase prices were between $97.4 and $120.22, with an estimated average price of $108.95. The stock is now traded at around $127.13. The impact to a portfolio due to this purchase was 0.98%. The holding were 161,641 shares as of .
Sold Out: iShares U.S. Medical Devices (IHI)Lido Advisors, LLC sold out a holding in iShares U.S. Medical Devices. The sale prices were between $188.43 and $233.49, with an estimated average price of $217.83.
Sold Out: iShares U.S. Health Care Providers (IHF)Lido Advisors, LLC sold out a holding in iShares U.S. Health Care Providers. The sale prices were between $159.13 and $185.37, with an estimated average price of $173.99.
Sold Out: Schwab Intermediate-Term U.S. Treasury (SCHR)Lido Advisors, LLC sold out a holding in Schwab Intermediate-Term U.S. Treasury. The sale prices were between $52.66 and $53.85, with an estimated average price of $53.05.
Sold Out: Charter Communications Inc (CHTR)Lido Advisors, LLC sold out a holding in Charter Communications Inc. The sale prices were between $284.53 and $366.27, with an estimated average price of $328.4.
Sold Out: SPDR Select Sector Fund - Energy Select Sector (XLE)Lido Advisors, LLC sold out a holding in SPDR Select Sector Fund - Energy Select Sector. The sale prices were between $57.35 and $67.29, with an estimated average price of $64.16.
Sold Out: iShares Short Treasury Bond ETF (SHV)Lido Advisors, LLC sold out a holding in iShares Short Treasury Bond ETF. The sale prices were between $110.3 and $110.57, with an estimated average price of $110.45.
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