Lido Advisors

Lido Advisors Portfolio holdings

AUM $24.4B
1-Year Est. Return 13.76%
This Quarter Est. Return
1 Year Est. Return
+13.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.1B
AUM Growth
+$2.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,548
New
Increased
Reduced
Closed

Top Buys

1
+$401M
2
+$75M
3
+$61.7M
4
AAPL icon
Apple
AAPL
+$50.5M
5
AMZN icon
Amazon
AMZN
+$45.1M

Top Sells

1
+$2.11B
2
+$736M
3
+$66.7M
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$66.5M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$66.4M

Sector Composition

1 Technology 17.48%
2 Financials 4.93%
3 Consumer Discretionary 3.76%
4 Communication Services 3.48%
5 Healthcare 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FHLC icon
26
Fidelity MSCI Health Care Index ETF
FHLC
$2.84B
$121M 0.47%
1,895,162
+68,004
FCOM icon
27
Fidelity MSCI Communication Services Index ETF
FCOM
$1.97B
$121M 0.47%
1,867,729
+80,223
IWY icon
28
iShares Russell Top 200 Growth ETF
IWY
$16.7B
$116M 0.45%
471,888
-29,125
BRK.B icon
29
Berkshire Hathaway Class B
BRK.B
$1.09T
$114M 0.45%
235,552
+27,005
BSCT icon
30
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.48B
$113M 0.44%
6,031,301
+205,298
BSCS icon
31
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.04B
$108M 0.42%
5,274,692
+226,487
IWV icon
32
iShares Russell 3000 ETF
IWV
$18.3B
$106M 0.41%
300,769
+6,613
TSLA icon
33
Tesla
TSLA
$1.49T
$101M 0.39%
318,559
+37,669
BSCP icon
34
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.37B
$97M 0.38%
4,691,419
-35,575,212
SHY icon
35
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
$90.6M 0.35%
1,093,610
+446,266
IWR icon
36
iShares Russell Mid-Cap ETF
IWR
$45.8B
$85.1M 0.33%
925,751
-20,745
IWX icon
37
iShares Russell Top 200 Value ETF
IWX
$3.04B
$84.2M 0.33%
999,539
-36,690
BSCU icon
38
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.11B
$80M 0.31%
4,765,827
+602,351
LLY icon
39
Eli Lilly
LLY
$925B
$78.6M 0.31%
100,770
+8,570
COST icon
40
Costco
COST
$409B
$78.4M 0.31%
79,157
+11,398
IBDR icon
41
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.54B
– –
0
IBDS icon
42
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.49B
– –
0
GLD icon
43
SPDR Gold Trust
GLD
$141B
$75.8M 0.3%
248,641
+6,902
IBDQ icon
44
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.5B
– –
0
V icon
45
Visa
V
$636B
$73.6M 0.29%
207,257
+37,043
FSTA icon
46
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.32B
$71.6M 0.28%
1,399,498
+67,375
HD icon
47
Home Depot
HD
$356B
$70.6M 0.28%
192,650
+19,606
ABBV icon
48
AbbVie
ABBV
$407B
$70.5M 0.27%
379,912
-3,270
GS icon
49
Goldman Sachs
GS
$251B
$70.5M 0.27%
99,579
-7,638
WMT icon
50
Walmart
WMT
$912B
$69.9M 0.27%
714,462
+155,995
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