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Asset Manager ← All Institutions

Lido Advisors, LLC

Q3 2025 · Filed 2025-11-14
Market Value
$24.4B
+28.0%
Holdings
1,603
+92
New Purchases
192
Added To
920
Closed
67
Reduced
343
Top 10 Concentration
38.7%
Turnover
16.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BSCP 2.37% 0.51% +1.86% $576M
IEFA 0.64% 0.10% +0.54% $156M
VOO 1.28% 0.80% +0.47% $311M
GOOGL 1.15% 0.77% +0.38% $281M
AAPL 4.56% 4.19% +0.37% $1.1B
SCHG 0.32% 0.08% +0.24% $79M
DGRW 0.23% 0.00% +0.23% $56M
SPLG 0.22% 0.00% +0.22% $54M
IEMG 0.24% 0.04% +0.20% $57M
NVDA 4.00% 3.84% +0.15% $973M
TSLA 0.67% 0.53% +0.14% $164M
SCHD 0.13% 0.00% +0.13% $32M
LHX 0.14% 0.01% +0.13% $34M
ACWI 0.20% 0.07% +0.12% $48M
MSFT 3.91% 3.79% +0.12% $953M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BSCQ 4.22% 6.36% -2.14% $1.0B
SPY 9.13% 9.87% -0.73% $2.2B
FTEC 1.91% 2.17% -0.26% $466M
ITOT 1.10% 1.35% -0.25% $267M
IVV 1.14% 1.34% -0.20% $277M
SHY 0.29% 0.48% -0.18% $71M
IVW 1.80% 1.98% -0.17% $439M
IVE 1.52% 1.68% -0.17% $369M
NFLX 0.50% 0.64% -0.15% $121M
BSCS 0.43% 0.57% -0.14% $104M
XLF 0.07% 0.20% -0.13% $17M
FNCL 0.85% 0.98% -0.13% $206M
VEA 0.24% 0.36% -0.13% $58M
BSCT 0.47% 0.59% -0.12% $114M
USFR 0.23% 0.34% -0.12% $55M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 80 $10.5B 43.0%
Large Cap 783 $7.7B 31.5%
Mid Cap 395 $5.1B 20.9%
Small Cap 265 $986M 4.1%
Micro Cap 80 $131M 0.5%

Portfolio Analytics

Avg Market Cap
$64.3B
Median Market Cap
$12.0B
Avg P/E
34.6
Median P/E
22.4
Avg Dividend Yield
0.03%
Avg Beta
0.99
# Stocks
1,007
# ETFs / Funds
597

Top Holdings (1,603 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPY 9.13% 3,330,890 $2.2B $667.86 $347M +299,410 +9.9%
2 BSCR 5.23% 64,627,104 $1.3B $19.71 $300M +15,069,309 +30.4%
3 AAPL 4.56% 4,360,204 $1.1B $254.63 $313M +476,114 +12.3%
4 BSCQ 4.22% 52,597,185 $1.0B $19.56 -$181M -9,404,908 -15.2%
5 NVDA 4.00% 5,215,092 $973M $186.59 $242M +586,173 +12.7%
6 MSFT 3.91% 1,839,854 $953M $517.95 $231M +388,859 +26.8%
7 BSCP 2.37% 27,853,340 $576M $20.69 $479M +23,161,921 +493.7%
8 FTEC 1.91% 2,095,600 $466M $222.17 $53M +3,082 +0.1%
9 IVW 1.80% 3,639,449 $439M $120.72 $63M +221,311 +6.5%
10 AMZN 1.61% 1,786,268 $392M $219.57 $75M +338,583 +23.4%
11 IVE 1.52% 1,788,336 $369M $206.51 $49M +150,284 +9.2%
12 VOO 1.28% 506,725 $311M $613.72 $158M +238,785 +89.1%
13 GOOGL 1.15% 1,156,990 $281M $243.10 $134M +321,769 +38.5%
14 IVV 1.14% 414,274 $277M $669.31 $23M +4,396 +1.1%
15 ITOT 1.10% 1,833,068 $267M $145.65 $11M -63,113 -3.3%
16 AVGO 0.98% 726,878 $240M $329.91 $63M +84,968 +13.2%
17 QQQ 0.94% 380,878 $229M $601.01 $40M +38,767 +11.3%
18 FNCL 0.85% 2,704,058 $206M $76.34 $21M +196,045 +7.8%
19 META 0.82% 270,502 $199M $734.38 $30M +42,173 +18.5%
20 JPM 0.76% 588,367 $186M $315.43 $50M +122,188 +26.2%
21 GOOG 0.75% 753,687 $184M $243.55 $57M +39,156 +5.5%
22 IWF 0.72% 376,589 $176M $468.45 $53M +85,894 +29.6%
23 TSLA 0.67% 369,599 $164M $444.72 $63M +51,040 +16.0%
24 BRK-B 0.66% 318,520 $160M $502.74 $46M +82,968 +35.2%
25 IEFA 0.64% 1,789,545 $156M $87.31 $137M +1,561,419 +684.5%
26 FDIS 0.63% 1,482,404 $152M $102.87 $25M +122,734 +9.0%
27 VTI 0.60% 446,569 $147M $329.05 $19M +27,464 +6.5%
28 FCOM 0.60% 2,062,288 $146M $70.97 $25M +194,559 +10.4%
29 FIDU 0.58% 1,736,585 $142M $81.94 $10M +32,118 +1.9%
30 FHLC 0.56% 2,036,294 $136M $66.87 $15M +141,132 +7.5%
31 IWY 0.53% 472,601 $129M $273.65 $13M +713 +0.1%
32 NFLX 0.50% 100,693 $121M $1,198.93 -$1M +9,587 +10.5%
33 BSCU 0.49% 7,123,475 $120M $16.90 $40M +2,357,648 +49.5%
34 BSCT 0.47% 6,084,063 $114M $18.81 $2M +52,762 +0.9%
35 IWV 0.45% 290,399 $110M $378.94 $4M -10,370 -3.5%
36 COST 0.43% 113,499 $105M $925.64 $27M +34,342 +43.4%
37 BSCS 0.43% 5,036,583 $104M $20.57 -$4M -238,109 -4.5%
38 GLD 0.41% 282,236 $100M $355.47 $25M +33,595 +13.5%
39 LLY 0.40% 129,222 $99M $763.01 $20M +28,452 +28.2%
40 WMT 0.40% 950,423 $98M $103.06 $28M +235,961 +33.0%
41 ABBV 0.40% 417,166 $97M $231.54 $26M +37,254 +9.8%
42 VGT 0.39% 128,329 $96M $746.64 $37M +39,948 +45.2%
43 HD 0.39% 235,196 $95M $405.20 $25M +42,546 +22.1%
44 IWR 0.36% 918,943 $89M $96.55 $4M -6,808 -0.7%
45 IBDQ 0.36% 3,481,802 $88M $25.19 $13M +506,629 +17.0%
46 IBDR 0.36% 3,592,833 $87M $24.30 $11M +457,205 +14.6%
47 IWX 0.36% 993,446 $87M $87.88 $3M -6,093 -0.6%
48 IBDS 0.36% 3,557,504 $87M $24.34 $11M +428,565 +13.7%
49 V 0.35% 249,222 $85M $341.40 $11M +41,965 +20.2%
50 GS 0.35% 106,634 $85M $796.36 $14M +7,055 +7.1%
51 XOM 0.34% 726,675 $82M $112.75 $17M +119,758 +19.7%
52 ORCL 0.33% 285,875 $80M $281.24 $30M +54,825 +23.7%
53 SCHG 0.32% 2,476,025 $79M $31.91 $64M +1,956,695 +376.8%
54 PLTR 0.30% 403,645 $74M $182.42 $25M +48,138 +13.5%
55 XLG 0.30% 1,260,447 $73M $57.52 $7M +1,674 +0.1%
56 TSM 0.30% 257,467 $72M $280.06 $17M +14,066 +5.8%
57 SHY 0.29% 858,582 $71M $82.96 -$19M -235,028 -21.5%
58 JNJ 0.29% 381,317 $71M $185.42 $24M +75,016 +24.5%
59 UNH 0.28% 200,656 $69M $345.30 $16M +28,454 +16.5%
60 VUG 0.28% 143,189 $69M $479.69 $6M +605 +0.4%
61 FSTA 0.27% 1,339,030 $67M $49.84 -$5M -60,468 -4.3%
62 VTV 0.27% 348,420 $65M $186.63 $12M +46,376 +15.3%
63 MA 0.26% 110,338 $63M $568.87 $11M +18,508 +20.1%
64 PANW 0.26% 307,654 $63M $203.62 $7M +36,601 +13.5%
65 IBDT 0.25% 2,405,626 $61M $25.52 $8M +293,727 +13.9%
66 IJH 0.25% 927,188 $61M $65.26 $34M +498,116 +116.1%
67 AGG 0.24% 588,930 $59M $100.25 $726K +1,088 +0.2%
68 VEA 0.24% 965,676 $58M $59.92 -$11M -245,961 -20.3%
69 IEMG 0.24% 870,475 $57M $65.92 $50M +748,062 +611.1%
70 EPS 0.24% 832,106 $57M $68.94 $2M -37,554 -4.3%
71 ETN 0.23% 150,831 $56M $374.25 $14M +32,146 +27.1%
72 DGRW 0.23% 626,510 $56M $88.96 $55M +619,608 +8977.2%
73 IWL 0.23% 332,966 $55M $166.10 $8M +23,301 +7.5%
74 USFR 0.23% 1,097,153 $55M $50.27 -$10M -202,944 -15.6%
75 SPLG 0.22% 689,248 $54M $78.34 $54M +684,423 +14184.9%
76 XLK 0.22% 189,992 $54M $281.86 $11M +21,001 +12.4%
77 AMAT 0.21% 251,236 $51M $204.74 $16M +58,684 +30.5%
78 SCHW 0.21% 529,248 $51M $95.47 $6M +42,244 +8.7%
79 MCK 0.21% 65,013 $50M $773.32 $4M +1,533 +2.4%
80 RTX 0.20% 297,673 $50M $167.33 $15M +61,075 +25.8%
81 LRCX 0.20% 365,586 $49M $134.14 $14M +4,572 +1.3%
82 ACWI 0.20% 343,630 $48M $138.24 $34M +238,258 +226.1%
83 IWS 0.19% 334,636 $47M $139.67 $1M -9,066 -2.6%
84 ESS 0.19% 170,563 $46M $270.22 -$3M -287 -0.2%
85 MO 0.19% 683,497 $46M $67.11 $6M +20,587 +3.1%
86 VONG 0.19% 377,388 $45M $120.50 $5M +4,541 +1.2%
87 CAT 0.18% 92,363 $44M $477.16 $16M +19,036 +26.0%
88 MGK 0.18% 108,863 $44M $402.48 $5M +3,569 +3.4%
89 IWB 0.18% 119,339 $44M $365.49 $4M +4,046 +3.5%
90 IJR 0.18% 361,256 $43M $118.83 $14M +96,404 +36.4%
91 CRM 0.18% 180,079 $43M $237.31 $8M +52,597 +41.3%
92 CSCO 0.17% 621,348 $43M $68.42 $8M +121,583 +24.3%
93 BLK 0.17% 36,412 $42M $1,165.94 $21M +15,503 +74.2%
94 FENY 0.17% 1,713,695 $42M $24.72 $6M +151,870 +9.7%
95 ADBE 0.17% 118,805 $42M $352.76 $4M +20,733 +21.1%
96 VO 0.17% 139,130 $41M $294.47 $5M +11,125 +8.7%
97 IWM 0.17% 166,928 $40M $241.96 $5M +5,078 +3.1%
98 ADI 0.16% 163,382 $40M $245.70 $5M +17,373 +11.9%
99 MS 0.16% 252,369 $40M $158.96 $18M +93,859 +59.2%
100 USMF 0.16% 765,052 $40M $52.27 -$662K -28,034 -3.5%

Options Breakdown

76 Calls $3.7B Call Value 189 Puts $3.9B Put Value 1.05 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 5,434,100 $3.6B
IWM 65,400 $16M
QQQ 19,400 $12M
AVGO 21,100 $7M NEW
NVDA 22,900 $4M
AMZN 18,400 $4M
AAPL 13,300 $3M
MSFT 6,500 $3M
USO 26,700 $2M
INTC 56,600 $2M

Top Puts

SymbolSharesValueStatus
SPY 4,106,500 $2.7B
AAPL 824,000 $210M
MSFT 396,900 $206M
QQQ 219,300 $132M
NVDA 682,100 $127M
PLTR 271,100 $49M
AVGO 122,300 $40M
AMZN 177,600 $39M
TSLA 62,700 $28M
META 21,400 $16M NEW

New Positions

SymbolValue% Port
SCHD $32M 0.13%
VHT $29M 0.12%
DDWM $19M 0.08%
HEFA $14M 0.06%
SBAC $13M 0.05%
MUNI $11M 0.05%
RCII $9M 0.04%
PDBC $7M 0.03%
BBBS $6M 0.03%
GWRE $6M 0.03%
SPMB $5M 0.02%
MED $5M 0.02%
IBCA $4M 0.02%
TDIV $4M 0.02%
IHDG $4M 0.02%

Sold Out Positions

SymbolValue% Port
ALB —%
ALSN —%
BROS —%
NCLH —%
ASB —%
DSL —%
CE —%
VVR —%
ALC —%
ALTG —%
AMG —%
KSS —%
MUR —%
PLNT —%
BMI —%
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