Lido Advisors Portfolio holdings
AUM
$24.4B
1-Year Est. Return
13.76%
1 Year Est. Return
+13.76%
AUM
$24.4B
AUM Growth
+$5.33B
(+28%)
Holding
1,645
Top Buys
| 1 | +$479M | |
| 2 | +$297M | |
| 3 | +$201M | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$200M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$147M |
Top Sells
| 1 | +$184M | |
| 2 | +$76M | |
| 3 | +$75.9M | |
| 4 |
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
+$74.9M |
| 5 |
State Street Communication Services Select Sector SPDR ETF
XLC
|
+$22.8M |
Sector Composition
| 1 | Technology | 18.37% |
| 2 | Financials | 4.95% |
| 3 | Consumer Discretionary | 3.83% |
| 4 | Communication Services | 3.8% |
| 5 | Healthcare | 3.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
State Street Technology Select Sector SPDR ETF
XLK
$94.8B
| $53.6M | 0.17% |
189,992
+21,001
|
|
||
77
Applied Materials
AMAT
$214B
| $51.4M | 0.16% |
251,236
+58,684
|
|
||
78
Charles Schwab
SCHW
$167B
| $50.5M | 0.16% |
529,248
+42,244
|
|
||
79
McKesson
MCK
$99.4B
| $50.3M | 0.16% |
65,013
+1,533
|
|
||
80
RTX Corp
RTX
$226B
| $49.8M | 0.16% |
297,673
+61,075
|
|
||
81
Lam Research
LRCX
$201B
| $49M | 0.15% |
365,586
+4,572
|
|
||
82
iShares MSCI ACWI ETF
ACWI
$24.4B
| $47.5M | 0.15% |
343,630
+238,258
|
|
||
83
iShares Russell Mid-Cap Value ETF
IWS
$14B
| $46.7M | 0.15% |
334,636
-9,066
|
|
||
84
Essex Property Trust
ESS
$16.7B
| $46.1M | 0.14% |
170,563
-287
|
|
||
85
Altria Group
MO
$98.1B
| $45.9M | 0.14% |
683,497
+20,587
|
|
||
86
Vanguard Russell 1000 Growth ETF
VONG
$33.6B
| $45.5M | 0.14% |
377,388
+4,541
|
|
||
87
Caterpillar
CAT
$277B
| $44.1M | 0.14% |
92,363
+19,036
|
|
||
88
Vanguard Mega Cap Growth ETF
MGK
$32.5B
| $43.8M | 0.14% |
108,863
+3,569
|
|
||
89
iShares Russell 1000 ETF
IWB
$45.5B
| $43.6M | 0.14% |
119,339
+4,046
|
|
||
90
iShares Core S&P Small-Cap ETF
IJR
$89B
| $42.9M | 0.13% |
361,256
+96,404
|
|
||
91
Salesforce
CRM
$227B
| $42.7M | 0.13% |
180,079
+52,597
|
|
||
92
Cisco
CSCO
$307B
| $42.5M | 0.13% |
621,348
+121,583
|
|
||
93
Blackrock
BLK
$168B
| $42.5M | 0.13% |
36,412
+15,503
|
|
||
94
Fidelity MSCI Energy Index ETF
FENY
$1.34B
| $42.4M | 0.13% |
1,713,695
+151,870
|
|
||
95
Adobe
ADBE
$137B
| $41.9M | 0.13% |
118,805
+20,733
|
|
||
96
Vanguard Mid-Cap ETF
VO
$89.4B
| $41M | 0.13% |
139,130
+11,125
|
|
||
97
iShares Russell 2000 ETF
IWM
$72.4B
| $40.4M | 0.13% |
166,928
+5,078
|
|
||
98
Analog Devices
ADI
$136B
| $40.1M | 0.13% |
163,382
+17,373
|
|
||
99
Morgan Stanley
MS
$276B
| $40.1M | 0.13% |
252,369
+93,859
|
|
||
100
WisdomTree US Multifactor Fund
USMF
$379M
| $40M | 0.13% |
765,052
-28,034
|
|