Lido Advisors LLC Top Holdings
As of  06/30/2023, below is a summary of the Lido Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Lido Advisors LLC. In the Lido Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Lido Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Lido Advisors LLC top holding position size for that row.

 03/31/2023 to 06/30/2023
Position Size
($ in 1000's)
INVESCO EXCH TRD SLF IDX FD 58,866,179 +11,816,295 $1,210,877
SPDR S&P 500 ETF TR (SPY)      $1,052,069
INVESCO EXCH TRD SLF IDX FD 24,414,699 +12,021,494 $491,468
APPLE INC      $350,119
FIDELITY COVINGTON TRUST 1,511,499 -17,762 $197,462
INVESCO EXCH TRD SLF IDX FD 8,932,119 -625,950 $189,093
MICROSOFT CORP      $159,190
ISHARES TR (IVW) 1,838,850 +406,209 $129,602
ISHARES TR (IVE) 792,047 -85,267 $127,670
ISHARES TR (AGG) 1,128,491 +6,573 $110,536
AMAZON COM INC      $107,735
FIDELITY COVINGTON TRUST 1,599,797 +87,899 $100,979
VANGUARD INDEX FDS (VOO) 225,438 +3,460 $91,817
FIDELITY COVINGTON TRUST 1,879,995 +352,680 $88,491
VANGUARD TAX MANAGED FDS (VEA) 1,691,796 +265,753 $78,127
FIDELITY COVINGTON TRUST 1,046,913 +29,757 $76,760
FIDELITY COVINGTON TRUST 1,262,489 +89,264 $71,798
ISHARES TR (IVV)      $67,858
VANGUARD INDEX FDS (VTI) 295,560 +2,956 $65,106
FIDELITY COVINGTON TRUST 1,402,001 +137,564 $56,431
ALPHABET INC      $49,736
ALPHABET INC      $45,756
FIDELITY COVINGTON TRUST 974,548 +67,955 $44,264
ESSEX PPTY TR INC 173,922 -2,261 $40,750
SELECT SECTOR SPDR TR (XLV) 304,991 +15,172 $40,481
ABBVIE INC      $40,204
ALTRIA GROUP INC      $39,809
INVESCO EXCH TRD SLF IDX FD 2,009,008 +1,531,642 $38,061
VANGUARD SCOTTSDALE FDS (VTWO) 492,189 -69,802 $37,219
VANGUARD MUN BD FDS (VTEB) 735,794 +55,361 $36,952
EXXON MOBIL CORP      $36,675
HOME DEPOT INC      $35,376
FIDELITY COVINGTON TRUST 1,549,665 +68,064 $34,341
TESLA INC      $32,691
ISHARES TR (IWF)      $32,463
JPMORGAN CHASE & CO      $32,148
ISHARES TR (IJK) 424,633 +22,513 $31,847
VANGUARD INTL EQUITY INDEX F (VT) 326,410 +10,791 $31,233
BROADCOM INC      $30,810
ISHARES TR (IJJ) 282,946 +11,647 $30,312
GLOBAL X FDS 1,528,111 -82,434 $29,630
VANGUARD WHITEHALL FDS (VYM) 271,850 -17,254 $28,835
VISA INC      $27,376
JOHNSON & JOHNSON      $27,176

See Full List: All Stocks Held By Lido Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Lido Advisors LLC

Size ($ in 1000's)
At 06/30/2023: $14,012,738
At 03/31/2023: $10,279,680

Combined Holding Report Includes:
Lido Advisors LLC
Enterprise Trust & Investment Co

Lido Advisors LLC holdings changes, total fund size, and other information presented on was derived from Lido Advisors LLC 13F filings. Link to 13F filings: SEC filings

Lido Advisors LLC Top Holdings 13F Filings |

Copyright © 2013 - 2023, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.