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
SSP icon
476
E.W. Scripps
SSP
$404M
$2.62M 0.01%
889,570
GSBD icon
477
Goldman Sachs BDC
GSBD
$1.15B
$2.61M 0.01%
222,869
+62,353
SNPS icon
478
Synopsys
SNPS
$88.9B
$2.59M 0.01%
5,056
+105
LHX icon
479
L3Harris
LHX
$52B
$2.59M 0.01%
10,316
+4,369
CSX icon
480
CSX Corp
CSX
$66.9B
$2.58M 0.01%
79,112
+15,590
EWQ icon
481
iShares MSCI France ETF
EWQ
$394M
$2.57M 0.01%
+60,050
EA icon
482
Electronic Arts
EA
$50.8B
$2.56M 0.01%
16,029
-67
SCHV icon
483
Schwab US Large-Cap Value ETF
SCHV
$14.1B
$2.55M 0.01%
92,012
-1,619
BXSL icon
484
Blackstone Secured Lending
BXSL
$6.49B
$2.54M 0.01%
+80,645
OKE icon
485
Oneok
OKE
$47.1B
$2.54M 0.01%
31,109
+7,611
LDOS icon
486
Leidos
LDOS
$24.1B
$2.53M 0.01%
16,057
+4,785
HCA icon
487
HCA Healthcare
HCA
$111B
$2.53M 0.01%
6,603
-563
IDV icon
488
iShares International Select Dividend ETF
IDV
$6.44B
$2.51M 0.01%
72,871
-1,812
BSJP icon
489
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$585M
$2.5M 0.01%
108,354
+900
EOG icon
490
EOG Resources
EOG
$60.5B
$2.48M 0.01%
20,743
-6,067
DLN icon
491
WisdomTree US LargeCap Dividend Fund
DLN
$5.56B
$2.47M 0.01%
30,119
-16,525
EW icon
492
Edwards Lifesciences
EW
$48.7B
$2.47M 0.01%
31,566
-413
WEC icon
493
WEC Energy
WEC
$34.9B
$2.45M 0.01%
23,465
+959
WMB icon
494
Williams Companies
WMB
$75.2B
$2.44M 0.01%
38,792
-9,754
GM icon
495
General Motors
GM
$69.7B
$2.41M 0.01%
49,028
+12
EWL icon
496
iShares MSCI Switzerland ETF
EWL
$1.46B
$2.41M 0.01%
+43,957
PNC icon
497
PNC Financial Services
PNC
$77.6B
$2.39M 0.01%
12,839
+1,616
COR icon
498
Cencora
COR
$65B
$2.39M 0.01%
7,956
+1,487
DFUS icon
499
Dimensional US Equity ETF
DFUS
$18B
$2.38M 0.01%
35,500
+200
NEA icon
500
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.46B
$2.37M 0.01%
215,661
-2,353
18 19
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