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Asset Manager ← All Institutions

Lido Advisors, LLC

Q2 2025 · Filed 2025-08-13
Market Value
$19.0B
+12.4%
Holdings
1,511
+99
New Purchases
180
Added To
665
Closed
100
Reduced
464
Top 10 Concentration
40.7%
Turnover
18.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BSCR 5.12% 3.37% +1.75% $974M
NVDA 3.84% 2.71% +1.13% $731M
MSFT 3.79% 2.88% +0.91% $722M
SPY 9.87% 9.29% +0.58% $1.9B
AVGO 0.93% 0.58% +0.35% $177M
AMZN 1.67% 1.40% +0.27% $318M
FTEC 2.17% 1.93% +0.24% $413M
NFLX 0.64% 0.42% +0.22% $122M
IVW 1.98% 1.76% +0.22% $376M
IWF 0.65% 0.44% +0.20% $123M
MGK 0.20% 0.01% +0.19% $39M
VUG 0.33% 0.15% +0.18% $63M
SHY 0.48% 0.32% +0.16% $91M
IWB 0.21% 0.05% +0.16% $39M
VEA 0.36% 0.21% +0.15% $69M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BSCP 0.51% 4.92% -4.41% $97M
BSCQ 6.36% 7.26% -0.90% $1.2B
AAPL 4.19% 4.77% -0.59% $797M
SCHG 0.08% 0.40% -0.32% $15M
DGRW 0.00% 0.32% -0.32% $578K
UNH 0.28% 0.52% -0.24% $54M
BX 0.06% 0.28% -0.22% $11M
IVE 1.68% 1.89% -0.21% $320M
DIS 0.10% 0.22% -0.12% $20M
USFR 0.34% 0.45% -0.11% $65M
ABBV 0.37% 0.47% -0.10% $71M
FHLC 0.64% 0.74% -0.10% $121M
XOM 0.34% 0.44% -0.10% $65M
VHT 0.00% 0.09% -0.09% $0
VEU 0.01% 0.09% -0.08% $2M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 79 $8.0B 42.2%
Large Cap 738 $5.9B 31.2%
Mid Cap 374 $4.1B 21.8%
Small Cap 240 $802M 4.2%
Micro Cap 80 $121M 0.6%

Portfolio Analytics

Avg Market Cap
$66.9B
Median Market Cap
$12.4B
Avg P/E
33.3
Median P/E
21.6
Avg Dividend Yield
0.03%
Avg Beta
0.97
# Stocks
961
# ETFs / Funds
551

Top Holdings (1,511 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPY 9.87% 3,031,480 $1.9B $619.49 $306M -3,399,575 -52.9%
2 BSCQ 6.36% 62,002,093 $1.2B $19.52 -$19M -1,114,272 -1.8%
3 BSCR 5.12% 49,557,795 $974M $19.65 $403M +20,413,246 +70.0%
4 AAPL 4.19% 3,884,090 $797M $205.17 -$11M +246,182 +6.8%
5 NVDA 3.84% 4,628,919 $731M $158.00 $272M +390,610 +9.2%
6 MSFT 3.79% 1,450,995 $722M $497.41 $234M +150,796 +11.6%
7 FTEC 2.17% 2,092,518 $413M $197.22 $86M +64,807 +3.2%
8 IVW 1.98% 3,418,138 $376M $110.10 $78M +205,322 +6.4%
9 IVE 1.68% 1,638,052 $320M $195.42 $501K -38,971 -2.3%
10 AMZN 1.67% 1,447,685 $318M $219.39 $81M +205,694 +16.6%
11 ITOT 1.35% 1,896,181 $256M $135.04 $26M +10,363 +0.6%
12 IVV 1.34% 409,878 $254M $620.90 $19M -8,485 -2.0%
13 QQQ 0.99% 342,111 $189M $552.18 $46M +37,130 +12.2%
14 FNCL 0.98% 2,508,013 $186M $74.04 $10M -19,713 -0.8%
15 AVGO 0.93% 641,910 $177M $275.65 $78M +53,375 +9.1%
16 META 0.89% 228,329 $169M $738.09 $40M +5,984 +2.7%
17 VOO 0.80% 267,940 $153M $569.61 $41M +51,141 +23.6%
18 GOOGL 0.77% 835,221 $147M $176.23 $31M +86,691 +11.6%
19 JPM 0.71% 466,179 $135M $289.91 $32M +44,329 +10.5%
20 FIDU 0.69% 1,704,467 $132M $77.53 $24M +125,189 +7.9%
21 FDIS 0.67% 1,359,670 $128M $94.07 $2M -133,912 -9.0%
22 VTI 0.67% 419,105 $128M $304.82 $19M +25,022 +6.3%
23 GOOG 0.67% 714,531 $127M $177.39 $22M +47,075 +7.0%
24 IWF 0.65% 290,695 $123M $424.58 $48M +82,290 +39.5%
25 NFLX 0.64% 91,106 $122M $1,339.15 $50M +14,249 +18.5%
26 FHLC 0.64% 1,895,162 $121M $63.95 -$4M +68,004 +3.7%
27 FCOM 0.64% 1,867,729 $121M $64.81 $20M +80,223 +4.5%
28 IWY 0.61% 471,888 $116M $246.51 $11M -29,125 -5.8%
29 BRK-B 0.60% 235,552 $114M $485.77 $3M +27,005 +12.9%
30 BSCT 0.59% 6,031,301 $113M $18.70 $5M +205,298 +3.5%
31 BSCS 0.57% 5,274,692 $108M $20.49 $5M +226,487 +4.5%
32 IWV 0.55% 300,769 $106M $351.00 $12M +6,613 +2.2%
33 TSLA 0.53% 318,559 $101M $317.66 $28M +37,669 +13.4%
34 BSCP 0.51% 4,691,419 $97M $20.68 -$736M -35,575,212 -88.3%
35 SHY 0.48% 1,093,610 $91M $82.86 $37M +446,266 +68.9%
36 IWR 0.45% 925,751 $85M $91.97 $5M -20,745 -2.2%
37 IWX 0.44% 999,539 $84M $84.19 -$1M -36,690 -3.5%
38 BSCU 0.42% 4,765,827 $80M $16.78 $11M +602,351 +14.5%
39 LLY 0.41% 100,770 $79M $779.54 $2M +8,570 +9.3%
40 COST 0.41% 79,157 $78M $989.95 $14M +11,398 +16.8%
41 IBDR 0.40% 3,135,628 $76M $24.25 $9M +380,319 +13.8%
42 IBDS 0.40% 3,128,939 $76M $24.27 $9M +380,249 +13.8%
43 GLD 0.40% 248,641 $76M $304.83 $6M +6,902 +2.9%
44 IBDQ 0.39% 2,975,173 $75M $25.18 $9M +336,139 +12.7%
45 V 0.39% 207,257 $74M $355.05 $14M +37,043 +21.8%
46 FSTA 0.38% 1,399,498 $72M $51.15 $3M +67,375 +5.1%
47 HD 0.37% 192,650 $71M $366.64 $7M +19,606 +11.3%
48 ABBV 0.37% 379,912 $71M $185.58 -$10M -3,270 -0.8%
49 GS 0.37% 99,579 $70M $707.75 $12M -7,638 -7.1%
50 WMT 0.37% 714,462 $70M $97.78 $21M +155,995 +27.9%
51 VEA 0.36% 1,211,637 $69M $57.01 $33M +501,918 +70.7%
52 XLG 0.34% 1,258,773 $66M $52.10 $9M +24,630 +2.0%
53 XOM 0.34% 606,917 $65M $107.80 -$9M -18,123 -2.9%
54 USFR 0.34% 1,300,097 $65M $50.31 -$11M -215,195 -14.2%
55 VUG 0.33% 142,584 $63M $438.47 $37M +74,601 +109.7%
56 VGT 0.31% 88,381 $59M $663.28 $13M +4,960 +6.0%
57 AGG 0.31% 587,842 $58M $99.20 $4M +41,891 +7.7%
58 EPS 0.29% 869,660 $56M $64.01 $2M -34,207 -3.8%
59 PANW 0.29% 271,053 $55M $204.64 $14M +25,355 +10.3%
60 TSM 0.29% 243,401 $55M $227.21 $16M +9,025 +3.9%
61 UNH 0.28% 172,202 $54M $311.97 -$35M +3,532 +2.1%
62 IBDT 0.28% 2,111,899 $54M $25.42 $6M +241,583 +12.9%
63 VTV 0.28% 302,044 $53M $176.74 $17M +91,894 +43.7%
64 MA 0.27% 91,830 $52M $561.95 $6M +8,153 +9.7%
65 ORCL 0.27% 231,050 $51M $218.63 $21M +17,277 +8.1%
66 ESS 0.26% 170,850 $49M $285.96 -$4M +993 +0.6%
67 PLTR 0.25% 355,507 $48M $136.32 $22M +36,104 +11.3%
68 IWL 0.25% 309,665 $47M $153.12 $5M +1,736 +0.6%
69 JNJ 0.25% 306,301 $47M $152.75 -$5M -7,110 -2.3%
70 MCK 0.24% 63,480 $47M $733.46 $5M +1,868 +3.0%
71 IWS 0.24% 343,702 $45M $132.14 $3M +7,899 +2.4%
72 SCHW 0.23% 487,004 $44M $91.24 $8M +18,391 +3.9%
73 XLK 0.22% 168,991 $43M $253.23 $14M +29,422 +21.1%
74 ETN 0.22% 118,685 $42M $356.99 $16M +21,661 +22.3%
75 VONG 0.21% 372,847 $41M $109.20 $15M +96,860 +35.1%
76 USMF 0.21% 793,086 $41M $51.26 -$295K -32,116 -3.9%
77 MO 0.21% 662,910 $40M $59.68 -$4M -49,772 -7.0%
78 IWB 0.21% 115,293 $39M $339.57 $31M +87,386 +313.1%
79 MGK 0.20% 105,294 $39M $366.23 $37M +98,941 +1557.4%
80 ADBE 0.20% 98,072 $38M $386.88 $3M +5,821 +6.3%
81 XLF 0.20% 720,983 $38M $52.37 $1M -16,562 -2.2%
82 IWD 0.19% 190,246 $37M $194.23 $10M +47,699 +33.5%
83 FENY 0.19% 1,561,825 $37M $23.45 -$2M +64,451 +4.3%
84 VO 0.19% 128,005 $36M $280.56 $5M +10,357 +8.8%
85 AMAT 0.19% 192,552 $35M $183.07 $3M -26,915 -12.3%
86 LRCX 0.19% 361,014 $35M $97.53 $15M +86,524 +31.5%
87 IWM 0.18% 161,850 $35M $215.79 $5M +9,838 +6.5%
88 CRM 0.18% 127,482 $35M $273.09 $3M +8,062 +6.8%
89 ADI 0.18% 146,009 $35M $238.02 $10M +24,349 +20.0%
90 CSCO 0.18% 499,765 $35M $69.38 $9M +84,687 +20.4%
91 RTX 0.18% 236,598 $35M $146.02 $10M +51,225 +27.6%
92 ISRG 0.18% 62,773 $34M $543.42 $6M +5,464 +9.5%
93 PG 0.18% 210,275 $34M $159.32 $2M +24,237 +13.0%
94 FREL 0.17% 1,221,408 $33M $27.04 $1M +68,081 +5.9%
95 NOW 0.16% 30,489 $31M $1,028.09 $14M +9,206 +43.3%
96 VYM 0.16% 229,488 $31M $133.31 $49K -7,358 -3.1%
97 ABT 0.16% 223,507 $30M $136.01 $8M +55,335 +32.9%
98 FUTY 0.16% 574,513 $30M $52.60 $4M +61,484 +12.0%
99 XLU 0.16% 364,522 $30M $81.66 $344K -8,631 -2.3%
100 VXF 0.15% 151,694 $29M $192.71 $2M -6,603 -4.2%

Options Breakdown

50 Calls $3.3B Call Value 177 Puts $3.4B Put Value 1.03 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 5,835,800 $3.2B
IWM 65,900 $14M
QQQ 19,800 $11M
NVDA 42,800 $7M
AAPL 21,700 $4M
AMZN 12,000 $3M NEW
USO 28,800 $2M
TSLA 5,200 $2M
INTC 63,700 $1M
MSFT 2,100 $1M

Top Puts

SymbolSharesValueStatus
SPY 4,455,400 $2.5B
MSFT 293,000 $146M
AAPL 700,700 $144M
NVDA 671,100 $106M
QQQ 165,600 $91M
CASH 56,700 $42M NEW
PLTR 268,800 $37M NEW
AMZN 158,900 $35M
TSLA 59,600 $19M
ORCL 58,500 $13M

New Positions

SymbolValue% Port
GBCI $18M 0.09%
ZTOP $12M 0.07%
EWU $4M 0.02%
EWC $4M 0.02%
MCHI $3M 0.02%
RKLB $3M 0.02%
EWQ $3M 0.01%
BXSL $3M 0.01%
EWL $2M 0.01%
EWT $2M 0.01%
FSK $2M 0.01%
DFLV $2M 0.01%
EWG $2M 0.01%
EWA $2M 0.01%
KNX $2M 0.01%

Sold Out Positions

SymbolValue% Port
BKH —%
MMI —%
SUN —%
BF-A —%
BMO —%
YELP —%
PDO —%
GNL —%
RL —%
STEM —%
GHI —%
GFF —%
TECK —%
HPP —%
TRU —%
View SEC EDGAR Filings for Lido Advisors, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms