13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001650150
Total reported value
$36.8B
$36.8B
1257 檔
29.1%
During the Q3 2024 filing period, Lido Advisors, LLC (CIK: 0001650150) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $36.8B across 1257 reported positions.
In Q3 2024, Lido Advisors, LLC displayed an active expansion posture, initiating 2 new positions and adding to 38 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1257 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 36.46% | +0.21% | +7.63% | |
| 2 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 5.07% | -0.65% | +35.08% | |
| 3 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 4.72% | — | -4.70% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.09% | +0.15% | +8.49% | |
| 5 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 3.11% | — | -6.16% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.55% | -0.10% | +11.50% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.29% | +0.16% | +17.09% | |
| 8 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.66% | +0.18% | +3.17% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.00% | +0.02% | -18.95% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.95% | +0.05% | +54.57% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.91% | +0.03% | +11.24% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.89% | +0.20% | +90.68% | |
| 13 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 0.72% | -0.04% | -3.53% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | -0.01% | +102.49% | |
| 15 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.63% | -0.02% | -10.49% | |
| 16 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 0.60% | -0.03% | +5.77% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.57% | — | +19.33% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | -0.08% | -8.18% | |
| 19 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 0.53% | -0.01% | -0.25% | |
| 20 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.53% | -0.06% | +0.81% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | -0.02% | -13.44% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | +0.13% | +6.39% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | -0.01% | +13.90% | |
| 24 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 0.46% | -0.05% | -9.70% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.42% | +0.12% | +4.33% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.42% | +0.07% | +4.25% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | +0.15% | +1022.72% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | -0.07% | +1.36% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.34% | +0.03% | +6.67% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.33% | -0.04% | -15.40% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.30% | +0.01% | +3.93% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.29% | +0.01% | -11.18% | |
| 33 | MO | Altria Group Inc | Stock-Consumer Staples | 0.29% | — | +9.40% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.28% | — | -0.43% | |
| 35 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 0.28% | -0.03% | -8.75% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.28% | -0.05% | +1.82% | |
| 37 | ESS | Essex Property Trust Inc | Stock-Real Estate | 0.25% | +0.01% | +0.50% | |
| 38 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.24% | +0.02% | +6.58% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.23% | -0.10% | -11.25% | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.23% | -0.09% | +13.22% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.23% | — | +5.97% | |
| 42 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.23% | +0.04% | +4.00% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.23% | +0.08% | -14.67% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.22% | +0.10% | +21.75% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.21% | +0.05% | +17.20% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.21% | — | +2.84% | |
| 47 | BX | Blackstone Inc | Stock-Financials | 0.21% | — | +4.76% | |
| 48 | ADBE | Adobe Inc | Stock-Tech | 0.20% | -0.01% | +5.03% | |
| 49 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 0.19% | -0.04% | -3.80% | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.19% | -0.02% | +3.12% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BSCQ | Invesco Bulletshares 2026 Cb | +1% | +35.08% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +7.63% | Add |
| 3 | META | Meta Platforms Inc-class A | +0.4% | +102.49% | Add |
| 4 | IVE | Ishares S&p 500 Value ETF | +0.3% | +54.57% | Add |
| 5 | AAPL | Apple Inc | +0.3% | +8.49% | Add |
| 6 | XLG | Invesco S&p 500 Top 50 ETF | +0.2% | NEW | New buy |
| 7 | PLTR | Palantir Technologies Inc-a | +0.2% | +2907.47% | Add |
| 8 | TSLA | Tesla Inc | +0.1% | +13.90% | Add |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +90.68% | Add |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +1211.14% | Add |
| 11 | LAD | Lithia Motors Inc | +0.1% | +77.15% | Add |
| 12 | PR | Permian Resources Corp-cl A | +0.1% | +1021.83% | Add |
| 13 | NVDA | Nvidia CORP | +0.1% | +17.09% | Add |
| 14 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +19.33% | Add |
| 15 | RTX | Rtx CORP | +0.1% | +456.68% | Add |
| 16 | CFR | Cullen/frost Bankers Inc | +0.1% | +1799.15% | Add |
| 17 | AVGO | Broadcom Inc | +0.1% | +1022.72% | Add |
| 18 | EW | Edwards Lifesciences CORP | +0.1% | +2678.37% | Add |
| 19 | BSCT | Invesco Bulletshares 2029 Cb | +0.1% | +460.40% | Add |
| 20 | IBDR | Ishares Ibonds Dec 2026 Term | +0.1% | +50.68% | Add |
| 21 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +50.37% | Add |
| 22 | IBDQ | Ishares Ibonds Dec 2025 Term | +0.1% | +44.04% | Add |
| 23 | ISRG | Intuitive Surgical Inc | +0.1% | +33.70% | Add |
| 24 | NVT | nVent Electric plc | +0.1% | NEW | New buy |
| 25 | LOW | Lowe's Cos Inc | +0.1% | +144.30% | Add |
| 26 | FISV | Fiserv Inc | +0.1% | +348.07% | Add |
| 27 | NVR | Nvr Inc | +0.1% | +2780.00% | Add |
| 28 | AXP | American Express Co | 0% | +91.19% | Add |
| 29 | GLW | Corning Inc | 0% | +122.84% | Add |
| 30 | KKR | Kkr & Co Inc | 0% | +813.99% | Add |
| 31 | UNH | Unitedhealth Group Inc | 0% | +4.25% | Add |
| 32 | ABBV | Abbvie Inc | 0% | +6.67% | Add |
| 33 | HD | Home Depot Inc | 0% | +3.93% | Add |
| 34 | BX | Blackstone Inc | 0% | +4.76% | Add |
| 35 | FDIS | Fidelity Msci Cons Discr Ind | 0% | +5.77% | Add |
| 36 | MO | Altria Group Inc | 0% | +9.40% | Add |
| 37 | IWM | Ishares Russell 2000 ETF | 0% | +17.20% | Add |
| 38 | FIDU | Fidelity Msci Indust Indx | 0% | -0.25% | Trim |
| 39 | AMZN | Amazon.com Inc | 0% | +11.24% | Add |
| 40 | KLAC | Kla CORP | -0.1% | -62.27% | Trim |
| 41 | MU | Micron Technology Inc | -0.1% | -20.25% | Trim |
| 42 | AMAT | Applied Materials Inc | -0.1% | -19.45% | Trim |
| 43 | MSFT | Microsoft CORP | -0.1% | +11.50% | Add |
| 44 | SRLN | Ss Blackstone Sr Loan ETF | -0.1% | -91.11% | Trim |
| 45 | FTEC | Fidelity Msci Info Tech Indx | -0.1% | +3.17% | Add |
| 46 | VOO | Vanguard S&p 500 ETF | -0.1% | -13.44% | Trim |
| 47 | XLK | Ss Technology Select Sector | -0.1% | -42.41% | Trim |
| 48 | IVW | Ishares S&p 500 Growth ETF | -0.3% | -18.95% | Trim |
| 49 | BSCO | Invesco Bulletshares 2024 Cb | -0.6% | -6.16% | Trim |
| 50 | BSCP | Invesco Bulletshares 2025 Cb | -0.8% | -4.70% | Trim |
According to official SEC Form 13F filings, Lido Advisors, LLC reported a total U.S. public equity portfolio value of $36.8B across 1257 disclosed positions in Q3 2024.
During Q3 2024, Lido Advisors, LLC's top holdings by market value included SPY (36.5%)、BSCQ (5.1%)、BSCP (4.7%). The largest single position, SPY, represented 36.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, BSCQ, BSCP) accounted for 29.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
XLG
市值: $38.0M
Top Position Liquidated / Trimmed
BSCP
前期市值: $984.0M
In Q3 2024, Lido Advisors, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 38 positions, trimming 10 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.