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
$24.4B
AUM Growth
+$5.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,645
New
Increased
Reduced
Closed

Top Buys

1
+$479M
2
+$297M
3
+$201M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$200M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$147M

Top Sells

1
+$184M
2
+$76M
3
+$75.9M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$74.9M
5
XLC icon
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
VB icon
126
Vanguard Small-Cap ETF
VB
$69.4B
$31.2M 0.1%
122,177
+22,489
ZBH icon
127
Zimmer Biomet
ZBH
$18.5B
$31M 0.1%
314,297
+41,210
VONV icon
128
Vanguard Russell 1000 Value ETF
VONV
$14.9B
$30.7M 0.1%
343,947
+7,137
VWO icon
129
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$30.6M 0.1%
564,384
+142,469
IWP icon
130
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
$30.6M 0.1%
214,572
+5,104
VCR icon
131
Vanguard Consumer Discretionary ETF
VCR
$6.4B
$30.4M 0.1%
76,776
+33,279
MRK icon
132
Merck
MRK
$254B
$30.3M 0.09%
358,879
+124,536
PFFD icon
133
Global X US Preferred ETF
PFFD
$2.25B
$30M 0.09%
1,545,514
+8,347
COP icon
134
ConocoPhillips
COP
$113B
$29.6M 0.09%
312,432
+40,065
ISRG icon
135
Intuitive Surgical
ISRG
$202B
$29.2M 0.09%
65,196
+2,423
VIS icon
136
Vanguard Industrials ETF
VIS
$6.32B
$28.7M 0.09%
96,995
+38,997
VHT icon
137
Vanguard Health Care ETF
VHT
$17.3B
$28.6M 0.09%
+110,074
GD icon
138
General Dynamics
GD
$91.3B
$28.5M 0.09%
83,587
+13,110
WTV icon
139
WisdomTree US Value Fund
WTV
$2.06B
$28.5M 0.09%
312,729
+2,425
DPZ icon
140
Domino's
DPZ
$14.6B
$28.2M 0.09%
65,432
+4,832
GE icon
141
GE Aerospace
GE
$304B
$27.9M 0.09%
92,829
+12,267
AMT icon
142
American Tower
AMT
$82.5B
$27.9M 0.09%
143,896
+12,930
EFA icon
143
iShares MSCI EAFE ETF
EFA
$68.9B
$27.7M 0.09%
296,324
+76,842
QQQM icon
144
Invesco NASDAQ 100 ETF
QQQM
$70.6B
$27.4M 0.09%
111,004
+59,006
VOX icon
145
Vanguard Communication Services ETF
VOX
$5.84B
$27.2M 0.09%
144,864
+61,519
GEV icon
146
GE Vernova
GEV
$163B
$27.2M 0.09%
44,161
+6,238
IBM icon
147
IBM
IBM
$283B
$27.1M 0.08%
96,050
+4,112
TJX icon
148
TJX Companies
TJX
$167B
$26.4M 0.08%
182,623
+11,176
IJK icon
149
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.14B
$26.4M 0.08%
275,004
+14,091
RSP icon
150
Invesco S&P 500 Equal Weight ETF
RSP
$74.8B
$26M 0.08%
137,049
+6,794
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6
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