Lido Advisors, LLC - Portfolio overview
Lido Advisors, LLC has 1886 reported holdings in this dataset, with the latest filing dated 2026-05-13.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- AAPL - APPLE INC, 9.43%
- IVE - ISHARES TR, 3.89%
- MYCH - SSGA ACTIVE TR, 3.01%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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