Lido Advisors, LLC
Lido Advisors, LLC is an SEC-registered investment adviser headquartered in Los Angeles, California. Founded in 1991, Lido offers tailored investment advice and wealth management solutions to high-net-worth individuals, families, and institutions across the United States. The firm employs a team of over 220 professionals and provides services ranging from portfolio management, financial planning, tax and estate planning, to solutions for trusts and insurance. Lido is recognized for its client-focused approach, emphasizing customized strategies and holistic financial planning.
Investment Strategy
Lido Advisors specializes in comprehensive, client-centric investment advisory services, building personalized portfolios that reflect each client’s risk tolerance, financial objectives, and investment horizon. Their approach integrates traditional and alternative investments, active and passive strategies, and tax optimization, ensuring portfolios are diversified and managed for long-term growth and preservation. The firm’s philosophy centers on understanding clients’ total financial situations and providing objective advice while maintaining flexibility to address evolving market conditions, regulatory changes, and client needs. Lido also coordinates with affiliated professionals for trust, estate, and tax services, striving for fully integrated wealth solutions for each client.
Top Holdings
Equity Positions (1,426)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 7.32% | $1.88B | 3,031,480 | $511.90 | $617.85 | +$305.6M |
B BSCQ | INVESCO EXCH TRD SLF IDX FD | 4.71% | $1.21B | 62,002,093 | $19.31 | $19.52 | -$19.2M |
B BSCR | INVESCO EXCH TRD SLF IDX FD | 3.79% | $973.8M | 49,557,795 | $19.61 | $19.65 | +$402.9M |
A AAPL | APPLE INC | 3.10% | $796.9M | 3,884,090 | $144.87 | $205.17 | -$11.2M |
N NVDA | NVIDIA CORPORATION | 2.85% | $731.4M | 4,628,919 | $59.76 | $157.99 | +$272.0M |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | Bought | Call | $3.21B | 58,358 | $617.85 | $435.15 | +12,766 | +$683.6M |
S SPY | SPDR S&P 500 ETF TR | Bought | Put | $2.51B | 44,554 | $617.85 | $480.36 | +4,279 | +$275.2M |
M MSFT | MICROSOFT CORP | Bought | Put | $145.7M | 2,930 | $497.41 | $392.60 | +1,177 | +$79.9M |
A AAPL | APPLE INC | Bought | Put | $143.8M | 7,007 | $205.17 | $177.55 | +1,675 | +$25.3M |
N NVDA | NVIDIA CORPORATION | Bought | Put | $106.0M | 6,711 | $157.99 | $108.06 | +2,730 | +$62.9M |