— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Lido Advisors, LLC

Q4 2025 · Filed 2026-02-10
Market Value
$25.2B
+3.4%
Holdings
1,650
+47
New Purchases
114
Added To
974
Closed
23
Reduced
258
Top 10 Concentration
37.9%
Turnover
8.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BAPR 0.42% 0.00% +0.42% $105M
JPST 0.28% 0.03% +0.26% $71M
BSCQ 4.47% 4.22% +0.25% $1.1B
IWB 0.42% 0.18% +0.24% $105M
VGT 0.60% 0.39% +0.21% $151M
VV 0.24% 0.03% +0.20% $60M
XBAP 0.16% 0.00% +0.16% $41M
JIVE 0.16% 0.00% +0.16% $41M
VTV 0.40% 0.27% +0.13% $101M
IJR 0.30% 0.18% +0.12% $75M
IGM 0.12% 0.00% +0.12% $30M
EFV 0.11% 0.00% +0.11% $28M
PSEP 0.10% 0.00% +0.10% $24M
EFG 0.10% 0.00% +0.09% $24M
VGSH 0.10% 0.02% +0.09% $26M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BSCP 0.00% 2.37% -2.37% $0
IBDQ 0.00% 0.36% -0.36% $0
MSFT 3.77% 3.91% -0.15% $949M
FTEC 1.85% 1.91% -0.06% $467M
QQQM 0.06% 0.11% -0.05% $15M
ITOT 1.05% 1.10% -0.05% $265M
IBMN 0.00% 0.04% -0.04% $0
SCZ 0.01% 0.05% -0.04% $3M
NVDA 3.96% 4.00% -0.04% $997M
AAPL 4.52% 4.56% -0.03% $1.1B
NFLX 0.47% 0.50% -0.03% $117M
IBTF 0.00% 0.03% -0.03% $0
IWV 0.42% 0.45% -0.03% $106M
ORCL 0.30% 0.33% -0.03% $76M
FNCL 0.82% 0.85% -0.03% $207M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 81 $10.9B 43.1%
Large Cap 794 $8.2B 32.6%
Mid Cap 394 $4.7B 18.7%
Small Cap 279 $1.1B 4.6%
Micro Cap 102 $245M 1.0%

Portfolio Analytics

Avg Market Cap
$62.7B
Median Market Cap
$11.5B
Avg P/E
34.4
Median P/E
22.4
Avg Dividend Yield
0.02%
Avg Beta
0.98
# Stocks
994
# ETFs / Funds
657

Top Holdings (1,650 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPY 9.17% 3,448,432 $2.3B $669.78 $85M +117,542 +3.5%
2 BSCR 5.23% 66,837,029 $1.3B $19.71 $44M +2,209,925 +3.4%
3 AAPL 4.52% 4,423,627 $1.1B $257.66 $30M +63,423 +1.4%
4 BSCQ 4.47% 57,579,520 $1.1B $19.56 $98M +4,982,335 +9.5%
5 NVDA 3.96% 5,343,321 $997M $186.57 $24M +128,229 +2.5%
6 MSFT 3.77% 1,852,654 $949M $512.10 -$4M +12,800 +0.7%
7 FTEC 1.85% 2,100,187 $467M $222.24 $1M +4,587 +0.2%
8 IVW 1.82% 3,788,440 $460M $121.33 $20M +148,991 +4.1%
9 AMZN 1.60% 1,816,429 $403M $221.98 $11M +30,161 +1.7%
10 IVE 1.54% 1,862,991 $387M $207.63 $18M +74,655 +4.2%
11 VOO 1.26% 513,016 $317M $618.88 $7M +6,291 +1.2%
12 IVV 1.22% 452,587 $307M $678.80 $30M +38,313 +9.2%
13 GOOGL 1.21% 1,160,538 $306M $263.45 $24M +3,548 +0.3%
14 ITOT 1.05% 1,787,650 $265M $148.05 -$2M -45,418 -2.5%
15 AVGO 0.98% 743,703 $248M $332.94 $8M +16,825 +2.3%
16 QQQ 0.93% 389,894 $235M $602.66 $6M +9,016 +2.4%
17 FNCL 0.82% 2,707,625 $207M $76.37 $353K +3,567 +0.1%
18 META 0.80% 281,098 $202M $717.69 $3M +10,596 +3.9%
19 GOOG 0.78% 765,959 $197M $256.59 $13M +12,272 +1.6%
20 JPM 0.75% 592,350 $188M $317.37 $2M +3,983 +0.7%
21 IWF 0.70% 375,480 $177M $470.28 $169K -1,109 -0.3%
22 TSLA 0.69% 388,539 $173M $446.05 $9M +18,940 +5.1%
23 IEFA 0.68% 1,927,256 $171M $88.59 $14M +137,711 +7.7%
24 BRK-B 0.64% 321,431 $162M $502.72 $1M +2,911 +0.9%
25 FDIS 0.61% 1,484,096 $153M $102.85 $144K +1,692 +0.1%
26 VGT 0.60% 201,308 $151M $750.66 $55M +72,979 +56.9%
27 VTI 0.59% 451,913 $149M $329.68 $2M +5,344 +1.2%
28 FCOM 0.58% 2,065,170 $147M $71.03 $321K +2,882 +0.1%
29 FIDU 0.57% 1,738,386 $142M $81.95 $172K +1,801 +0.1%
30 FHLC 0.54% 2,032,746 $136M $67.10 $227K -3,548 -0.2%
31 BSCU 0.53% 7,850,122 $133M $16.90 $12M +726,647 +10.2%
32 IWY 0.50% 459,007 $127M $276.82 -$2M -13,594 -2.9%
33 BSCT 0.48% 6,386,183 $120M $18.81 $6M +302,120 +5.0%
34 NFLX 0.47% 265,293 $117M $441.90 -$3M +164,600 +163.5%
35 LLY 0.45% 130,675 $113M $863.41 $14M +1,453 +1.1%
36 BSCS 0.44% 5,342,067 $110M $20.57 $6M +305,484 +6.1%
37 IWV 0.42% 275,736 $106M $385.87 -$4M -14,663 -5.0%
38 BAPR 0.42% 2,196,880 $105M $47.98 +2,196,880 NEW
39 IWB 0.42% 281,876 $105M $372.70 $61M +162,537 +136.2%
40 COST 0.41% 114,872 $104M $905.42 -$1M +1,373 +1.2%
41 GLD 0.41% 284,712 $102M $358.83 $2M +2,476 +0.9%
42 SCHG 0.41% 3,173,962 $102M $32.18 $23M +697,937 +28.2%
43 VTV 0.40% 528,818 $101M $190.65 $36M +180,398 +51.8%
44 WMT 0.40% 953,218 $101M $105.69 $3M +2,795 +0.3%
45 ABBV 0.39% 421,131 $97M $231.23 $786K +3,965 +0.9%
46 HD 0.37% 235,558 $93M $392.86 -$3M +362 +0.1%
47 IWX 0.35% 973,669 $89M $91.75 $2M -19,777 -2.0%
48 VUG 0.35% 181,934 $89M $487.02 $20M +38,745 +27.1%
49 V 0.35% 253,342 $87M $343.78 $2M +4,120 +1.6%
50 IBDR 0.35% 3,578,482 $87M $24.30 -$351K -14,351 -0.4%
51 IBDS 0.34% 3,557,411 $87M $24.34 -$4K -93
52 GS 0.34% 107,219 $86M $803.83 $1M +585 +0.6%
53 IWR 0.34% 885,351 $85M $96.31 -$3M -33,592 -3.7%
54 XOM 0.33% 737,176 $84M $114.20 $2M +10,501 +1.4%
55 VEA 0.30% 1,249,933 $76M $60.90 $18M +284,257 +29.4%
56 ORCL 0.30% 288,848 $76M $263.14 -$4M +2,973 +1.0%
57 PLTR 0.30% 415,098 $76M $182.03 $2M +11,453 +2.8%
58 IJR 0.30% 629,273 $75M $119.86 $32M +268,017 +74.2%
59 TSM 0.29% 260,537 $74M $282.60 $2M +3,070 +1.2%
60 JNJ 0.29% 382,016 $73M $191.43 $2M +699 +0.2%
61 XLG 0.29% 1,250,287 $73M $58.05 $76K -10,160 -0.8%
62 SHY 0.29% 870,803 $72M $82.95 $1M +12,221 +1.4%
63 JPST 0.28% 1,410,553 $71M $50.60 $65M +1,284,279 +1017.1%
64 UNH 0.27% 201,087 $69M $342.91 -$333K +431 +0.2%
65 FSTA 0.27% 1,341,891 $67M $49.82 $120K +2,861 +0.2%
66 IWL 0.26% 382,370 $65M $170.54 $10M +49,404 +14.8%
67 MA 0.25% 111,288 $63M $569.32 $591K +950 +0.9%
68 PANW 0.25% 309,630 $62M $200.55 -$548K +1,976 +0.6%
69 IBDT 0.25% 2,419,267 $62M $25.51 $331K +13,641 +0.6%
70 IJH 0.24% 922,125 $61M $65.68 $49K -5,063 -0.6%
71 AGG 0.24% 599,725 $60M $100.19 $1M +10,795 +1.8%
72 VV 0.24% 190,217 $60M $314.07 $52M +163,667 +616.5%
73 XLK 0.23% 285,926 $58M $203.59 $5M +95,934 +50.5%
74 IEMG 0.23% 858,927 $57M $66.68 -$112K -11,548 -1.3%
75 EPS 0.23% 830,502 $57M $68.94 -$111K -1,604 -0.2%
76 DGRW 0.22% 629,592 $56M $88.96 $276K +3,082 +0.5%
77 SPLG 0.22% 700,995 $56M $79.53 $2M +11,747 +1.7%
78 USFR 0.22% 1,093,583 $55M $50.27 -$180K -3,570 -0.3%
79 AMAT 0.22% 252,214 $55M $217.62 $3M +978 +0.4%
80 ETN 0.22% 152,399 $55M $358.67 -$2M +1,568 +1.0%
81 SCHW 0.20% 532,875 $51M $95.94 $598K +3,627 +0.7%
82 RTX 0.20% 299,996 $51M $170.40 $1M +2,323 +0.8%
83 MCK 0.20% 65,304 $51M $776.91 $459K +291 +0.5%
84 LRCX 0.20% 366,676 $51M $137.97 $2M +1,090 +0.3%
85 MU 0.19% 215,632 $48M $224.55 $12M -689 -0.3%
86 CSCO 0.19% 667,109 $47M $70.92 $5M +45,761 +7.4%
87 ACWI 0.19% 336,645 $47M $139.21 -$640K -6,985 -2.0%
88 ESS 0.18% 170,572 $46M $270.19 -$3K +9 +0.0%
89 CAT 0.18% 92,859 $46M $493.78 $2M +496 +0.5%
90 MO 0.18% 685,400 $46M $66.72 -$140K +1,903 +0.3%
91 CRM 0.18% 184,753 $45M $245.44 $3M +4,674 +2.6%
92 IWM 0.18% 181,148 $44M $243.87 $4M +14,220 +8.5%
93 VONG 0.17% 357,676 $43M $121.56 -$2M -19,712 -5.2%
94 MGK 0.17% 105,317 $43M $411.91 -$434K -3,546 -3.3%
95 FENY 0.17% 1,717,024 $42M $24.72 $83K +3,329 +0.2%
96 MS 0.17% 255,519 $42M $166.02 $2M +3,150 +1.2%
97 VFH 0.17% 320,865 $42M $132.16 $4M +26,367 +8.9%
98 IWS 0.17% 300,540 $42M $140.85 -$4M -34,096 -10.2%
99 VO 0.16% 140,809 $41M $292.98 $284K +1,679 +1.2%
100 VWO 0.16% 765,445 $41M $53.88 $11M +201,061 +35.6%

Options Breakdown

69 Calls $4.0B Call Value 186 Puts $4.1B Put Value 1.03 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 5,726,400 $3.9B
IWM 65,400 $16M
QQQ 19,800 $12M
AVGO 21,100 $7M
NVDA 22,900 $4M
AMZN 18,400 $4M
MSFT 6,500 $3M
AAPL 9,400 $3M
INTC 53,700 $2M
USO 26,200 $2M

Top Puts

SymbolSharesValueStatus
SPY 4,329,900 $3.0B
AAPL 824,000 $224M
MSFT 396,900 $192M
QQQ 217,500 $134M
NVDA 692,600 $129M
PLTR 271,100 $48M
AVGO 122,300 $42M
AMZN 177,600 $41M
TSLA 62,700 $28M
GOOGL 64,600 $20M

New Positions

SymbolValue% Port
BAPR $105M 0.42%
XBAP $41M 0.16%
JIVE $41M 0.16%
PSEP $24M 0.10%
BOTZ $17M 0.07%
VMBS $17M 0.07%
VSS $12M 0.05%
XTAP $11M 0.04%
PNOV $8M 0.03%
BDEC $6M 0.02%
BJAN $6M 0.02%
MYCI $6M 0.02%
MYCH $6M 0.02%
BNOV $5M 0.02%
PULS $5M 0.02%

Sold Out Positions

SymbolValue% Port
BAC-PL —%
UL —%
MHO —%
AOS —%
TD —%
TTE —%
BNAI —%
MSTY —%
BITQ —%
BBBS —%
VMEO —%
BSCP —%
IBDQ —%
COOP —%
K —%
View SEC EDGAR Filings for Lido Advisors, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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