$11.1 Billion is the total value of Lido Advisors, LLC's 310 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 23.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SNI | SCRIPPS NETWORKS INTERACT IN | $136,954,000 | +2.5% | 1,604,062 | 0.0% | 19.48% | -8.7% | |
| SPY | Buy | SPDR S&P 500 ETF TRcall | $53,612,000 | +166.8% | 200,900 | +151.1% | 7.62% | +137.7% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $25,330,000 | +17.4% | 165,805 | +13.9% | 3.60% | +4.6% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $23,835,000 | +20.5% | 208,644 | +15.1% | 3.39% | +7.3% |
| EFA | Buy | ISHARES TRmsci eafe etf | $20,857,000 | +17.8% | 296,650 | +16.6% | 2.97% | +4.9% |
| SPHQ | Sell | POWERSHARES ETF TRUSTs&p 500 qlty prt | $19,301,000 | -2.3% | 633,865 | -6.5% | 2.74% | -12.9% |
| SPY | Buy | SPDR S&P 500 ETF TRput | $19,000,000 | +51.9% | 71,200 | +43.0% | 2.70% | +35.3% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $18,582,000 | +6.4% | 69,634 | +2.5% | 2.64% | -5.2% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $18,062,000 | -3.4% | 282,451 | -4.9% | 2.57% | -14.0% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $17,405,000 | +25.0% | 230,021 | +18.1% | 2.48% | +11.3% |
| SSP | Buy | SCRIPPS E W CO OHIOcl a new | $16,017,000 | -9.8% | 1,024,828 | +0.0% | 2.28% | -19.6% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $14,756,000 | +1808.9% | 528,709 | +1717.8% | 2.10% | +1605.7% |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $14,145,000 | -0.2% | 233,690 | -2.8% | 2.01% | -11.1% |
| ADI | Sell | ANALOG DEVICES INC | $11,874,000 | -37.4% | 133,377 | -35.8% | 1.69% | -44.2% |
| AAPL | Buy | APPLE INC | $11,301,000 | +1.6% | 66,780 | +1.5% | 1.61% | -9.5% |
| USMV | Sell | ISHARES TRmin vol usa etf | $11,032,000 | -3.2% | 209,028 | -5.8% | 1.57% | -13.7% |
| FTEC | Buy | FIDELITYmsci info tech i | $8,025,000 | +17.5% | 160,601 | +16.6% | 1.14% | +4.7% |
| IWM | Buy | ISHARES TRcall | $7,089,000 | +8.2% | 46,500 | +5.2% | 1.01% | -3.5% |
| IWV | Sell | ISHARES TRrussell 3000 etf | $6,138,000 | -0.6% | 38,806 | -4.1% | 0.87% | -11.4% |
| FNCL | Buy | FIDELITYmsci finls idx | $5,432,000 | +23.8% | 133,247 | +18.4% | 0.77% | +10.3% |
| AOR | Sell | ISHARES TRgrwt allocat etf | $5,041,000 | -20.5% | 112,234 | -19.9% | 0.72% | -29.2% |
| IYF | Buy | ISHARES TRu.s. finls etf | $4,974,000 | +7.4% | 41,653 | +3.1% | 0.71% | -4.3% |
| FHLC | Buy | FIDELITYmsci hlth care i | $4,794,000 | +32.2% | 119,886 | +29.5% | 0.68% | +17.8% |
| MTUM | Buy | ISHARES TRusa momentum fct | $4,778,000 | +6.5% | 46,331 | +3.8% | 0.68% | -5.2% |
| XHB | Buy | SPDR SERIES TRUSTs&p homebuild | $4,576,000 | +12.6% | 103,408 | +5.2% | 0.65% | +0.3% |
| PWV | Buy | POWERSHARES ETF TRUSTdynm lrg cp vl | $4,323,000 | +8.1% | 111,403 | +5.8% | 0.62% | -3.6% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $4,316,000 | +8.2% | 78,879 | +6.3% | 0.61% | -3.6% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $4,294,000 | +1.1% | 13,992 | -2.6% | 0.61% | -9.9% |
| MSFT | Buy | MICROSOFT CORP | $4,241,000 | +24.0% | 49,584 | +20.6% | 0.60% | +10.4% |
| FDIS | Buy | FIDELITYmsci consm dis | $4,217,000 | +17.0% | 107,799 | +9.1% | 0.60% | +4.3% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $4,144,000 | +14.6% | 87,965 | +12.6% | 0.59% | +2.1% |
| EEM | Buy | ISHARES TRcall | $3,802,000 | +112.8% | 80,700 | +102.3% | 0.54% | +89.8% |
| FIDU | Buy | FIDELITYmsci indl indx | $3,540,000 | +25.2% | 91,482 | +19.1% | 0.50% | +11.5% |
| EFA | Buy | ISHARES TRcall | $3,438,000 | +192.1% | 48,900 | +184.3% | 0.49% | +160.1% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $3,413,000 | +0.9% | 12,695 | -2.9% | 0.48% | -10.2% |
| UIHC | Sell | UNITED INS HLDGS CORP | $3,108,000 | +8.0% | 180,183 | -1.4% | 0.44% | -3.7% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $2,904,000 | +12.6% | 19,054 | +10.3% | 0.41% | +0.5% |
| WFC | Buy | WELLS FARGO CO NEW | $2,788,000 | +11.3% | 45,960 | +3.0% | 0.40% | -1.0% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $2,763,000 | +5.3% | 20,133 | +1.5% | 0.39% | -6.2% |
| FSTA | Buy | FIDELITYconsmr staples | $2,633,000 | +27.1% | 76,741 | +18.3% | 0.37% | +13.0% |
| MUB | Buy | ISHARES TRnational mun etf | $2,629,000 | +375.4% | 23,748 | +375.5% | 0.37% | +325.0% |
| SPYG | Sell | SPDR SERIES TRUSTprtflo s&p500 gw | $2,496,000 | -2.2% | 75,659 | -5.1% | 0.36% | -12.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,494,000 | +10.4% | 23,330 | +3.8% | 0.36% | -1.7% |
| IWB | Buy | ISHARES TRrus 1000 etf | $2,419,000 | +3.9% | 16,281 | +0.0% | 0.34% | -7.5% |
| RSP | Sell | RYDEX ETF TRUSTgug s&p500 eq wt | $2,401,000 | -5.6% | 23,771 | -9.7% | 0.34% | -16.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,317,000 | +12.9% | 16,589 | +12.6% | 0.33% | +0.3% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,253,000 | +7.4% | 2,139 | +5.4% | 0.32% | -4.5% |
| AMZN | Buy | AMAZON COM INC | $2,230,000 | +25.6% | 1,907 | +18.7% | 0.32% | +12.0% |
| SPLV | POWERSHARES ETF TR IIs&p500 low vol | $2,184,000 | +2.6% | 45,761 | 0.0% | 0.31% | -8.5% | |
| XOM | Buy | EXXON MOBIL CORP | $2,139,000 | +4.0% | 25,576 | +3.7% | 0.30% | -7.3% |
| JCAP | Buy | JERNIGAN CAP INC | $2,129,000 | +33.1% | 111,998 | +43.6% | 0.30% | +18.8% |
| FB | Buy | FACEBOOK INCcl a | $2,118,000 | +1.5% | 12,007 | +3.6% | 0.30% | -9.6% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $2,028,000 | +19.6% | 12,666 | +15.1% | 0.29% | +6.3% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $1,982,000 | +19.3% | 9,185 | +15.6% | 0.28% | +6.4% |
| DIS | Buy | DISNEY WALT CO | $1,978,000 | +51.9% | 18,400 | +38.1% | 0.28% | +35.1% |
| QQQ | Buy | POWERSHARES QQQ TRUSTunit ser 1 | $1,858,000 | +3.4% | 11,934 | +1.0% | 0.26% | -8.0% |
| FENY | Buy | FIDELITYmsci energy idx | $1,813,000 | +31.9% | 90,469 | +23.5% | 0.26% | +17.8% |
| ABBV | Buy | ABBVIE INC | $1,750,000 | +12.2% | 18,099 | +4.7% | 0.25% | 0.0% |
| PRF | Sell | POWERSHARES ETF TRUSTftse rafi 1000 | $1,707,000 | +0.6% | 15,030 | -3.9% | 0.24% | -10.3% |
| BAC | Buy | BANK AMER CORP | $1,624,000 | +8.1% | 55,029 | +0.2% | 0.23% | -3.8% |
| VOO | Buy | VANGUARD INDEX FDS | $1,563,000 | +8.5% | 6,374 | +4.5% | 0.22% | -3.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,511,000 | +8.5% | 7,627 | +2.4% | 0.22% | -3.2% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,506,000 | +12.8% | 16,399 | +6.0% | 0.21% | +0.5% |
| INTC | Buy | INTEL CORP | $1,485,000 | +11.1% | 32,184 | +9.4% | 0.21% | -0.9% |
| PFE | Buy | PFIZER INC | $1,472,000 | +7.1% | 40,642 | +3.6% | 0.21% | -4.6% |
| MMM | Buy | 3M CO | $1,410,000 | +124.2% | 5,993 | +119.3% | 0.20% | +101.0% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $1,343,000 | +1.8% | 17,497 | -0.7% | 0.19% | -9.5% |
| CVX | Buy | CHEVRON CORP NEW | $1,318,000 | +23.6% | 10,535 | +14.5% | 0.19% | +10.0% |
| UNP | Buy | UNION PAC CORP | $1,312,000 | +17.2% | 9,791 | +1.3% | 0.19% | +4.5% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,316,000 | +10.9% | 24,869 | +0.3% | 0.19% | -1.1% |
| CSCO | Buy | CISCO SYS INC | $1,296,000 | +19.1% | 33,860 | +6.2% | 0.18% | +5.7% |
| V | Buy | VISA INC | $1,239,000 | +28.4% | 10,867 | +23.8% | 0.18% | +14.3% |
| T | Sell | AT&T INC | $1,236,000 | +9.9% | 31,798 | -4.9% | 0.18% | -2.2% |
| IWM | Buy | ISHARES TRput | $1,219,000 | +64.7% | 8,000 | +60.0% | 0.17% | +46.6% |
| BA | Buy | BOEING CO | $1,173,000 | +15.7% | 3,977 | +1.1% | 0.17% | +3.1% |
| ORCL | Buy | ORACLE CORP | $1,138,000 | -4.2% | 24,082 | +3.2% | 0.16% | -14.7% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $1,135,000 | +9.2% | 15,632 | -0.3% | 0.16% | -3.0% |
| PFF | Sell | ISHARES TRs&p us pfd stk | $1,096,000 | -7.0% | 28,811 | -5.9% | 0.16% | -17.0% |
| FREL | Buy | FIDELITYmsci rl est etf | $1,079,000 | +5.1% | 43,723 | +3.6% | 0.15% | -6.7% |
| NVDA | Buy | NVIDIA CORP | $1,051,000 | +17.7% | 5,434 | +25.8% | 0.15% | +4.2% |
| VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $1,049,000 | +35.0% | 23,396 | +33.0% | 0.15% | +20.2% |
| MKL | MARKEL CORP | $1,049,000 | +5.1% | 921 | 0.0% | 0.15% | -6.3% | |
| PEP | Buy | PEPSICO INC | $1,046,000 | +23.5% | 8,725 | +13.5% | 0.15% | +10.4% |
| COST | Sell | COSTCO WHSL CORP NEW | $1,018,000 | +7.7% | 5,470 | -6.8% | 0.14% | -4.0% |
| SDY | Sell | SPDR SERIES TRUSTs&p divid etf | $1,023,000 | +0.7% | 10,831 | -1.5% | 0.14% | -10.5% |
| CVS | Buy | CVS HEALTH CORP | $1,006,000 | +10.4% | 13,877 | +4.4% | 0.14% | -1.4% |
| AXP | Buy | AMERICAN EXPRESS CO | $1,009,000 | +4.0% | 10,168 | +0.1% | 0.14% | -7.7% |
| MCD | Sell | MCDONALDS CORP | $974,000 | -0.8% | 5,663 | -3.8% | 0.14% | -11.5% |
| GSLC | Buy | GOLDMAN SACHS ETF TRequity etf | $947,000 | +17.3% | 17,762 | +12.6% | 0.14% | +4.7% |
| FUTY | Buy | FIDELITYmsci utils index | $939,000 | +18.1% | 27,210 | +22.9% | 0.13% | +5.5% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $918,000 | +10.9% | 878 | +7.7% | 0.13% | -0.8% |
| FMAT | Sell | FIDELITYmsci matls index | $923,000 | +0.9% | 26,362 | -1.6% | 0.13% | -10.3% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $921,000 | +18.2% | 6,000 | +14.8% | 0.13% | +5.6% |
| CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $913,000 | +0.4% | 2,720 | -0.0% | 0.13% | -10.3% |
| CPT | Buy | CAMDEN PPTY TRsh ben int | $901,000 | +4.0% | 9,788 | +3.0% | 0.13% | -7.2% |
| HD | Sell | HOME DEPOT INC | $862,000 | +14.3% | 4,551 | -0.0% | 0.12% | +2.5% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $857,000 | +3.5% | 2,482 | 0.0% | 0.12% | -7.6% | |
| EPR | Buy | EPR PPTYS | $850,000 | +75.6% | 13,000 | +85.7% | 0.12% | +57.1% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $845,000 | +4.2% | 4,453 | +6.4% | 0.12% | -7.0% |
| BIV | Buy | VANGUARD BD INDEX FD INCintermed term | $846,000 | +25.3% | 10,093 | +26.2% | 0.12% | +11.1% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $839,000 | +17.7% | 4,936 | +15.2% | 0.12% | +4.4% |
| LLL | Buy | L3 TECHNOLOGIES INC | $809,000 | +10.8% | 4,091 | +4.8% | 0.12% | -1.7% |
| DHXM | Buy | DHX MEDIA LTD | $754,000 | +51.1% | 212,399 | +40.4% | 0.11% | +33.8% |
| AMLP | Sell | ALPS ETF TRalerian mlp | $747,000 | -79.4% | 69,281 | -79.6% | 0.11% | -81.7% |
| BLK | Buy | BLACKROCK INC | $742,000 | +15.9% | 1,445 | +6.2% | 0.11% | +3.9% |
| DVY | ISHARES TRselect divid etf | $740,000 | +4.1% | 7,511 | 0.0% | 0.10% | -7.1% | |
| NEE | Buy | NEXTERA ENERGY INC | $739,000 | +2.5% | 4,737 | +1.8% | 0.10% | -8.7% |
| VRP | Buy | POWERSHARES ETF TR IIvar rate pfd por | $727,000 | +102.5% | 28,355 | +104.8% | 0.10% | +80.7% |
| PHB | Buy | POWERSHARES ETF TR IIfdm hg yld rafi | $717,000 | +108.4% | 37,843 | +109.0% | 0.10% | +85.5% |
| AHP | ASHFORD HOSPITALITY PRIME IN | $700,000 | +0.1% | 71,951 | 0.0% | 0.10% | -10.7% | |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $706,000 | +4.1% | 11,551 | +0.2% | 0.10% | -7.4% |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $701,000 | +15.1% | 4,805 | +7.6% | 0.10% | +3.1% |
| BX | Buy | BLACKSTONE GROUP L P | $690,000 | +35.0% | 21,561 | +40.4% | 0.10% | +19.5% |
| SBUX | Buy | STARBUCKS CORP | $686,000 | +5.2% | 11,956 | +0.5% | 0.10% | -5.8% |
| FXI | New | ISHARES TRcall | $683,000 | – | 14,800 | +100.0% | 0.10% | – |
| IJH | ISHARES TRcore s&p mcp etf | $680,000 | +3.7% | 3,587 | 0.0% | 0.10% | -7.6% | |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $679,000 | +24.1% | 3,640 | +20.7% | 0.10% | +11.5% |
| AHT | Sell | ASHFORD HOSPITALITY TR INC | $673,000 | -40.1% | 100,000 | -37.5% | 0.10% | -46.4% |
| DEF | CLAYMORE EXCHANGE TRD FD TRguggen defn eqty | $671,000 | +2.8% | 14,444 | 0.0% | 0.10% | -8.7% | |
| UNH | Buy | UNITEDHEALTH GROUP INC | $669,000 | +5.5% | 3,039 | +0.7% | 0.10% | -5.9% |
| STOR | Buy | STORE CAP CORP | $651,000 | +75.9% | 25,000 | +66.7% | 0.09% | +57.6% |
| MMM | New | 3M COput | $635,000 | – | 2,700 | +100.0% | 0.09% | – |
| ACWX | ISHARES TRmsci acwi ex us | $630,000 | +1.4% | 12,620 | 0.0% | 0.09% | -9.1% | |
| BITA | New | BITAUTO HLDGS LTDsponsored ads | $636,000 | – | 20,000 | +100.0% | 0.09% | – |
| CMCSA | Buy | COMCAST CORP NEWcl a | $630,000 | +16.7% | 15,741 | +4.9% | 0.09% | +4.7% |
| GM | Buy | GENERAL MTRS CO | $626,000 | -4.6% | 15,291 | +0.1% | 0.09% | -15.2% |
| CM | CDN IMPERIAL BK COMM TORONTO | $620,000 | +10.7% | 6,370 | 0.0% | 0.09% | -1.1% | |
| VYM | Buy | VANGUARD WHITEHALL FDS INChigh div yld | $614,000 | +3.9% | 7,180 | +0.1% | 0.09% | -7.4% |
| DWDP | Buy | DOWDUPONT INC | $604,000 | -1.1% | 8,487 | +0.4% | 0.09% | -12.2% |
| IGF | Buy | ISHARES TRglb infrastr etf | $607,000 | +1.8% | 13,428 | +2.5% | 0.09% | -9.5% |
| IWR | ISHARES TRrus mid cap etf | $593,000 | +3.9% | 2,852 | 0.0% | 0.08% | -7.7% | |
| FDRR | Buy | FIDELITYdivid etf risi | $588,000 | +6.3% | 19,200 | +2.0% | 0.08% | -4.5% |
| DG | New | DOLLAR GEN CORP NEW | $573,000 | – | 6,165 | +100.0% | 0.08% | – |
| ITW | Buy | ILLINOIS TOOL WKS INC | $571,000 | +32.5% | 3,427 | +24.4% | 0.08% | +17.4% |
| GPT | Sell | GRAMERCY PPTY TR | $571,000 | -14.4% | 21,425 | -4.7% | 0.08% | -23.6% |
| AET | Buy | AETNA INC NEW | $569,000 | +18.8% | 3,157 | +11.9% | 0.08% | +6.6% |
| FB | New | FACEBOOK INCput | $564,000 | – | 3,200 | +100.0% | 0.08% | – |
| ADBE | Buy | ADOBE SYS INC | $560,000 | +173.2% | 3,198 | +171.9% | 0.08% | +142.4% |
| OHI | Sell | OMEGA HEALTHCARE INVS INC | $559,000 | -31.4% | 20,306 | -28.1% | 0.08% | -39.2% |
| GLW | Buy | CORNING INC | $546,000 | +13.5% | 17,081 | +11.2% | 0.08% | +1.3% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $544,000 | +20.9% | 4,567 | +19.1% | 0.08% | +6.9% |
| SO | Buy | SOUTHERN CO | $537,000 | -5.3% | 11,179 | +2.9% | 0.08% | -15.6% |
| GOOGL | New | ALPHABET INCput | $526,000 | – | 500 | +100.0% | 0.08% | – |
| BND | Buy | VANGUARD BD INDEX FD INCtotal bnd mrkt | $529,000 | +69.6% | 6,488 | +69.8% | 0.08% | +50.0% |
| DUK | Buy | DUKE ENERGY CORP NEW | $518,000 | -4.4% | 6,164 | +0.4% | 0.07% | -14.9% |
| FCOM | Buy | FIDELITY | $515,000 | +43.5% | 16,664 | +45.7% | 0.07% | +28.1% |
| SWX | Sell | SOUTHWEST GAS HOLDINGS INC | $514,000 | -17.8% | 6,392 | -15.8% | 0.07% | -27.0% |
| GLD | SPDR GOLD TRUST | $514,000 | +2.4% | 4,162 | 0.0% | 0.07% | -8.8% | |
| TCMD | New | TACTILE SYS TECHNOLOGY INC | $505,000 | – | 17,426 | +100.0% | 0.07% | – |
| AMGN | Buy | AMGEN INC | $504,000 | +14.3% | 2,902 | +15.2% | 0.07% | +2.9% |
| MUC | Sell | BLACKROCK MUNIHLDNGS CALI QL | $499,000 | -6.6% | 35,144 | -3.5% | 0.07% | -16.5% |
| GRUB | New | GRUBHUB INC | $502,000 | – | 7,000 | +100.0% | 0.07% | – |
| SLQD | New | ISHARES TR0-5yr invt gr cp | $488,000 | – | 9,711 | +100.0% | 0.07% | – |
| IGV | Buy | ISHARES TRna tec sftwr etf | $488,000 | +11.2% | 3,159 | +12.5% | 0.07% | -1.4% |
| BSJI | New | CLAYMORE EXCHANGE TRD FD TRgug blt2018 hy | $486,000 | – | 19,383 | +100.0% | 0.07% | – |
| EIM | EATON VANCE MUN BD FD | $483,000 | -0.2% | 38,642 | 0.0% | 0.07% | -10.4% | |
| AFL | Buy | AFLAC INC | $470,000 | +4.7% | 5,362 | +0.1% | 0.07% | -6.9% |
| ETN | Buy | EATON CORP PLC | $470,000 | +3.5% | 5,955 | +4.8% | 0.07% | -6.9% |
| OGE | Sell | OGE ENERGY CORP | $464,000 | -53.5% | 14,120 | -47.9% | 0.07% | -58.5% |
| IEF | Buy | ISHARES TRbarclays 7 10 yr | $463,000 | +12.7% | 4,389 | +13.1% | 0.07% | 0.0% |
| PCAR | Buy | PACCAR INC | $463,000 | +7.7% | 6,517 | +8.7% | 0.07% | -4.3% |
| ARI | New | APOLLO COML REAL EST FIN INC | $461,000 | – | 25,000 | +100.0% | 0.07% | – |
| LH | Buy | LABORATORY CORP AMER HLDGS | $455,000 | +16.4% | 2,858 | +12.3% | 0.06% | +4.8% |
| PPL | Buy | PPL CORP | $459,000 | -12.2% | 14,839 | +6.4% | 0.06% | -21.7% |
| XAR | Buy | SPDR SERIES TRUSTaerospace def | $455,000 | +15.5% | 5,456 | +12.5% | 0.06% | +3.2% |
| TSLA | Sell | TESLA INC | $457,000 | -9.1% | 1,469 | -3.3% | 0.06% | -18.8% |
| CME | Sell | CME GROUP INC | $459,000 | -22.2% | 3,149 | -26.8% | 0.06% | -30.9% |
| AKAM | New | AKAMAI TECHNOLOGIES INC | $455,000 | – | 7,000 | +100.0% | 0.06% | – |
| MO | Buy | ALTRIA GROUP INC | $448,000 | +28.0% | 6,275 | +15.1% | 0.06% | +14.3% |
| GILD | Sell | GILEAD SCIENCES INC | $446,000 | -13.4% | 6,231 | -9.5% | 0.06% | -23.2% |
| QCOM | Buy | QUALCOMM INC | $445,000 | +30.5% | 6,965 | +4.1% | 0.06% | +16.7% |
| DAL | Buy | DELTA AIR LINES INC DEL | $439,000 | +25.4% | 7,850 | +12.0% | 0.06% | +10.7% |
| JAZZ | New | JAZZ PHARMACEUTICALS PLCput | $430,000 | – | 3,200 | +100.0% | 0.06% | – |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $432,000 | -4.8% | 3,211 | 0.0% | 0.06% | -15.3% | |
| USB | Buy | US BANCORP DEL | $429,000 | +0.7% | 8,012 | +2.1% | 0.06% | -10.3% |
| LRCX | Buy | LAM RESEARCH CORP | $429,000 | -3.2% | 2,333 | +9.7% | 0.06% | -14.1% |
| BKLN | Buy | POWERSHARES ETF TRUST IIsenior ln port | $422,000 | +15.9% | 18,354 | +16.5% | 0.06% | +3.4% |
| AMJ | Sell | JPMORGAN CHASE & COalerian ml etn | $423,000 | -26.7% | 15,413 | -27.7% | 0.06% | -34.8% |
| PX | Buy | PRAXAIR INC | $419,000 | +9.4% | 2,712 | +3.4% | 0.06% | -1.6% |
| ET | ENERGY TRANSFER EQUITY L P | $412,000 | -2.8% | 23,898 | 0.0% | 0.06% | -13.2% | |
| JD | New | JD COM INCspon adr cl a | $414,000 | – | 10,000 | +100.0% | 0.06% | – |
| FITB | Buy | FIFTH THIRD BANCORP | $401,000 | +17.3% | 13,238 | +11.9% | 0.06% | +3.6% |
| KO | Buy | COCA COLA CO | $400,000 | +11.4% | 8,727 | +11.6% | 0.06% | 0.0% |
| HST | Buy | HOST HOTELS & RESORTS INC | $404,000 | +15.4% | 20,388 | +13.7% | 0.06% | +1.8% |
| JNJ | JOHNSON & JOHNSONput | $391,000 | +7.4% | 2,800 | 0.0% | 0.06% | -3.4% | |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $395,000 | +20.1% | 3,587 | +12.8% | 0.06% | +5.7% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $392,000 | +19.9% | 2,275 | +28.5% | 0.06% | +7.7% |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $397,000 | +7.6% | 6,727 | +6.8% | 0.06% | -5.1% |
| ORCL | New | ORACLE CORPput | $397,000 | – | 8,400 | +100.0% | 0.06% | – |
| FANG | New | DIAMONDBACK ENERGY INC | $381,000 | – | 3,019 | +100.0% | 0.05% | – |
| IDTI | INTEGRATED DEVICE TECHNOLOGY | $377,000 | -4.3% | 12,691 | 0.0% | 0.05% | -14.3% | |
| EMB | New | ISHARES TRjpmorgan usd emg | $383,000 | – | 3,302 | +100.0% | 0.05% | – |
| VRAY | VIEWRAY INC | $370,000 | +34.5% | 40,000 | 0.0% | 0.05% | +20.5% | |
| APLE | Sell | APPLE HOSPITALITY REIT INC | $373,000 | -71.2% | 19,050 | -72.2% | 0.05% | -74.4% |
| AOM | ISHARES TRmodert alloc etf | $375,000 | -0.5% | 9,882 | 0.0% | 0.05% | -11.7% | |
| KIE | Buy | SPDR SERIES TRUSTs&p ins etf | $369,000 | +7.3% | 12,043 | +221.6% | 0.05% | -5.5% |
| SHV | Buy | ISHARES TRshort treas bd | $369,000 | +3.1% | 3,350 | +3.2% | 0.05% | -8.8% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $361,000 | +9.7% | 3,539 | +4.1% | 0.05% | -3.8% |
| KYN | Buy | KAYNE ANDERSON MLP INVT CO | $359,000 | +24.2% | 18,862 | +2.7% | 0.05% | +10.9% |
| AGN | New | ALLERGAN PLC | $358,000 | – | 2,194 | +100.0% | 0.05% | – |
| PEI | Sell | PENNSYLVANIA RL ESTATE INVTsh ben int | $356,000 | -29.9% | 30,000 | -42.7% | 0.05% | -37.0% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $362,000 | +6.8% | 5,144 | +0.3% | 0.05% | -5.6% |
| BEP | New | BROOKFIELD RENEWABLE PARTNERpartnership unit | $349,000 | – | 10,000 | +100.0% | 0.05% | – |
| IDV | Buy | ISHARES TRintl sel div etf | $342,000 | +4.3% | 10,124 | +3.1% | 0.05% | -5.8% |
| LUV | New | SOUTHWEST AIRLS CO | $343,000 | – | 5,250 | +100.0% | 0.05% | – |
| IWD | ISHARES TRrus 1000 val etf | $346,000 | +4.2% | 2,786 | 0.0% | 0.05% | -7.5% | |
| MRK | Sell | MERCK & CO INC | $348,000 | -6.5% | 6,197 | -8.4% | 0.05% | -16.9% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $336,000 | -8.9% | 7,339 | -11.4% | 0.05% | -18.6% |
| TWX | Sell | TIME WARNER INC | $335,000 | -54.0% | 3,669 | -50.5% | 0.05% | -58.6% |
| HAL | Buy | HALLIBURTON CO | $335,000 | +20.5% | 6,858 | +5.3% | 0.05% | +9.1% |
| PDI | PIMCO DYNAMIC INCOME FD | $330,000 | -0.9% | 11,000 | 0.0% | 0.05% | -11.3% | |
| TJX | Buy | TJX COS INC NEW | $332,000 | +11.0% | 4,352 | +1.4% | 0.05% | -2.1% |
| MRVL | New | MARVELL TECHNOLOGY GROUP LTDord | $322,000 | – | 15,000 | +100.0% | 0.05% | – |
| MU | Buy | MICRON TECHNOLOGY INC | $320,000 | +4.9% | 7,795 | +13.0% | 0.05% | -6.1% |
| ABT | Sell | ABBOTT LABS | $326,000 | +4.8% | 5,718 | -0.5% | 0.05% | -8.0% |
| CCL | Buy | CARNIVAL CORPunit 99/99/9999 | $321,000 | +28.4% | 4,847 | +28.7% | 0.05% | +15.0% |
| NKE | Buy | NIKE INCcl b | $320,000 | +14.3% | 5,123 | +0.5% | 0.05% | +2.2% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $315,000 | -6.8% | 11,914 | -13.7% | 0.04% | -16.7% |
| FDX | Buy | FEDEX CORP | $319,000 | +44.3% | 1,282 | +30.7% | 0.04% | +28.6% |
| HAS | Buy | HASBRO INC | $310,000 | -1.9% | 3,420 | +0.0% | 0.04% | -12.0% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $311,000 | -98.2% | 3,766 | -98.2% | 0.04% | -98.4% |
| COP | Buy | CONOCOPHILLIPS | $307,000 | +37.1% | 5,598 | +27.6% | 0.04% | +22.2% |
| CL | Buy | COLGATE PALMOLIVE CO | $309,000 | +42.4% | 4,095 | +32.7% | 0.04% | +25.7% |
| RTN | Buy | RAYTHEON CO | $308,000 | +15.8% | 1,642 | +11.1% | 0.04% | +4.8% |
| WMT | Buy | WAL-MART STORES INC | $307,000 | +22.3% | 3,112 | +8.1% | 0.04% | +10.0% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $299,000 | -16.5% | 1,174 | -20.6% | 0.04% | -24.6% |
| MYL | Sell | MYLAN N V | $305,000 | +10.9% | 7,210 | -6.5% | 0.04% | -2.3% |
| MAIN | MAIN STREET CAPITAL CORP | $300,000 | -1.0% | 7,561 | 0.0% | 0.04% | -10.4% | |
| HYG | ISHARES TRiboxx hi yd etf | $295,000 | -1.3% | 3,385 | 0.0% | 0.04% | -12.5% | |
| ONEQ | Buy | FIDELITY COMWLTH TRndq cp idx trk | $293,000 | +6.5% | 1,082 | +3.8% | 0.04% | -4.5% |
| FTSM | FIRST TR EXCHANGE TRADED FDfirst tr enh new | $297,000 | 0.0% | 4,964 | 0.0% | 0.04% | -10.6% | |
| VNQ | Sell | VANGUARD INDEX FDSreit etf | $285,000 | -0.7% | 3,442 | -1.4% | 0.04% | -10.9% |
| COF | Buy | CAPITAL ONE FINL CORP | $288,000 | +31.5% | 2,896 | +21.7% | 0.04% | +17.1% |
| NWY | NEW YORK & CO INC | $286,000 | +66.3% | 100,000 | 0.0% | 0.04% | +51.9% | |
| DEO | New | DIAGEO P L Cspon adr new | $286,000 | – | 1,960 | +100.0% | 0.04% | – |
| BTZ | Sell | BLACKROCK CR ALLCTN INC TR | $289,000 | -0.7% | 21,753 | -0.2% | 0.04% | -10.9% |
| SJNK | SPDR SER TRbloomberg srt tr | $291,000 | -1.0% | 10,561 | 0.0% | 0.04% | -12.8% | |
| SDOG | ALPS ETF TRsectr div dogs | $288,000 | +3.6% | 6,298 | 0.0% | 0.04% | -6.8% | |
| PFXF | Buy | VANECK VECTORS ETF TRpfd secs ex finl | $283,000 | +1.4% | 14,440 | +3.6% | 0.04% | -11.1% |
| GE | Sell | GENERAL ELECTRIC CO | $278,000 | -47.1% | 15,936 | -39.0% | 0.04% | -52.4% |
| MDT | Buy | MEDTRONIC PLC | $274,000 | +31.1% | 3,397 | +30.7% | 0.04% | +18.2% |
| AVGO | Buy | BROADCOM LTD | $275,000 | +32.2% | 1,073 | +35.8% | 0.04% | +18.2% |
| RYF | RYDEX ETF TRUSTgug s&p500eqwtfi | $274,000 | +5.0% | 6,230 | 0.0% | 0.04% | -7.1% | |
| GBDC | GOLUB CAP BDC INC | $269,000 | -3.9% | 14,786 | 0.0% | 0.04% | -15.6% | |
| BBT | Buy | BB&T CORP | $265,000 | +1.5% | 5,334 | +0.3% | 0.04% | -9.5% |
| NVS | New | NOVARTIS A Gsponsored adr | $269,000 | – | 3,206 | +100.0% | 0.04% | – |
| HACK | Sell | ETF MANAGERS TRprime cybr scrty | $269,000 | +1.1% | 8,506 | -2.1% | 0.04% | -9.5% |
| JPUS | New | JP MORGAN EXCHANGE TRADED FDjpmorgan diver | $264,000 | – | 3,745 | +100.0% | 0.04% | – |
| ACN | Buy | ACCENTURE PLC IRELAND | $269,000 | +14.0% | 1,761 | +5.8% | 0.04% | 0.0% |
| SKT | New | TANGER FACTORY OUTLET CTRS I | $265,000 | – | 10,000 | +100.0% | 0.04% | – |
| DIA | New | SPDR DOW JONES INDL AVRG ETFut ser 1 | $259,000 | – | 1,049 | +100.0% | 0.04% | – |
| AMP | Sell | AMERIPRISE FINL INC | $257,000 | +4.5% | 1,517 | -3.8% | 0.04% | -5.1% |
| FND | New | FLOOR & DECOR HLDGS INCcl a | $250,000 | – | 5,150 | +100.0% | 0.04% | – |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $252,000 | -5.6% | 4,126 | -4.7% | 0.04% | -16.3% |
| IBB | Buy | ISHARES TRnasdaq biotech | $251,000 | +9.1% | 2,359 | +221.4% | 0.04% | -2.7% |
| ISRG | New | INTUITIVE SURGICAL INC | $256,000 | – | 702 | +100.0% | 0.04% | – |
| NVG | Buy | NUVEEN AMT FREE MUN CR INC F | $250,000 | +8.7% | 16,219 | +6.6% | 0.04% | -2.7% |
| TDIV | Buy | FIRST TR EXCHANGE TRADED FDnasd tech div | $249,000 | +6.4% | 7,073 | +3.6% | 0.04% | -5.4% |
| TSN | Buy | TYSON FOODS INCcl a | $248,000 | +15.9% | 3,064 | +3.9% | 0.04% | +2.9% |
| DSL | DOUBLELINE INCOME SOLUTIONS | $241,000 | -3.6% | 11,969 | 0.0% | 0.03% | -15.0% | |
| TFI | SPDR SER TRnuveen brc munic | $236,000 | +0.4% | 4,822 | 0.0% | 0.03% | -10.5% | |
| BKN | Sell | BLACKROCK INVT QUALITY MUN T | $236,000 | -8.9% | 15,860 | -10.7% | 0.03% | -17.1% |
| AGG | Sell | ISHARES TRcore us aggbd et | $242,000 | -7.6% | 2,216 | -7.7% | 0.03% | -19.0% |
| EVM | EATON VANCE CALIF MUN BD FD | $237,000 | -2.5% | 20,608 | 0.0% | 0.03% | -12.8% | |
| RWX | SPDR INDEX SHS FDSdj intl rl etf | $235,000 | +4.9% | 5,825 | 0.0% | 0.03% | -8.3% | |
| DBJP | DBX ETF TRxtrack msci japn | $234,000 | +2.2% | 5,313 | 0.0% | 0.03% | -10.8% | |
| ARCC | ARES CAP CORP | $234,000 | -2.1% | 14,890 | 0.0% | 0.03% | -13.2% | |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $234,000 | -8.9% | 2,100 | 0.0% | 0.03% | -19.5% | |
| PM | New | PHILIP MORRIS INTL INC | $229,000 | – | 2,169 | +100.0% | 0.03% | – |
| OAK | New | OAKTREE CAP GROUP LLCunit cl a | $222,000 | – | 5,281 | +100.0% | 0.03% | – |
| F | Sell | FORD MTR CO DEL | $224,000 | +1.4% | 17,976 | -0.5% | 0.03% | -8.6% |
| PI | Sell | IMPINJ INC | $225,000 | -56.1% | 10,000 | -33.3% | 0.03% | -61.0% |
| ITA | ISHARES TRus aer def etf | $222,000 | +4.2% | 1,185 | 0.0% | 0.03% | -5.9% | |
| CAT | New | CATERPILLAR INC DEL | $224,000 | – | 1,426 | +100.0% | 0.03% | – |
| PSEC | PROSPECT CAPITAL CORPORATION | $222,000 | +12.7% | 32,985 | 0.0% | 0.03% | +3.2% | |
| IEMG | New | ISHARES INCcore msci emkt | $225,000 | – | 3,962 | +100.0% | 0.03% | – |
| EZU | Buy | ISHARES INCmsci eurzone etf | $221,000 | -0.5% | 5,101 | +0.5% | 0.03% | -11.4% |
| HON | New | HONEYWELL INTL INC | $215,000 | – | 1,401 | +100.0% | 0.03% | – |
| MNST | MONSTER BEVERAGE CORP NEW | $218,000 | +9.0% | 3,456 | 0.0% | 0.03% | -3.1% | |
| STBA | Sell | S & T BANCORP INC | $212,000 | -6.6% | 5,345 | -4.0% | 0.03% | -16.7% |
| HIG | HARTFORD FINL SVCS GROUP INC | $210,000 | +2.4% | 3,735 | 0.0% | 0.03% | -9.1% | |
| RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $212,000 | – | 3,180 | +100.0% | 0.03% | – |
| DE | New | DEERE & CO | $208,000 | – | 1,334 | +100.0% | 0.03% | – |
| MDIV | FIRST TR EXCHANGE TRADED FDmulti asset di | $210,000 | +0.5% | 11,060 | 0.0% | 0.03% | -9.1% | |
| PLCY | New | ACTIVE WEIGHTING FDS ETF TRus tax reform fd | $213,000 | – | 10,000 | +100.0% | 0.03% | – |
| HALO | New | HALOZYME THERAPEUTICS INC | $202,000 | – | 10,000 | +100.0% | 0.03% | – |
| SRG | New | SERITAGE GROWTH PPTYScl a | $202,000 | – | 5,000 | +100.0% | 0.03% | – |
| JPS | NUVEEN PFD & INCM SECURTIES | $199,000 | -0.5% | 19,528 | 0.0% | 0.03% | -12.5% | |
| NRZ | New | NEW RESIDENTIAL INVT CORP | $198,000 | – | 11,112 | +100.0% | 0.03% | – |
| CE | New | CELANESE CORP DEL | $200,000 | – | 1,875 | +100.0% | 0.03% | – |
| HTGC | HERCULES CAPITAL INC | $199,000 | +5.3% | 15,222 | 0.0% | 0.03% | -6.7% | |
| NLY | Buy | ANNALY CAP MGMT INC | $192,000 | +8.5% | 16,150 | +4.5% | 0.03% | -3.6% |
| GSG | New | ISHARES S&P GSCI COMMODITY Iunit ben int | $182,000 | – | 11,215 | +100.0% | 0.03% | – |
| HBAN | New | HUNTINGTON BANCSHARES INC | $174,000 | – | 11,989 | +100.0% | 0.02% | – |
| NAD | NUVEEN QUALITY MUNCP INCOME | $174,000 | +1.8% | 12,405 | 0.0% | 0.02% | -7.4% | |
| HYT | BLACKROCK CORPOR HI YLD FD I | $167,000 | -2.3% | 15,339 | 0.0% | 0.02% | -11.1% | |
| MITK | Sell | MITEK SYS INC | $152,000 | -2.6% | 17,028 | -3.3% | 0.02% | -12.0% |
| ABR | ARBOR RLTY TR INC | $139,000 | +4.5% | 16,155 | 0.0% | 0.02% | -4.8% | |
| SMRTQ | STEIN MART INC | $116,000 | +8.4% | 100,000 | 0.0% | 0.02% | -5.9% | |
| MMT | Sell | MFS MULTIMARKET INCOME TRsh ben int | $79,000 | -1.2% | 13,067 | -0.4% | 0.01% | -15.4% |
| TXMD | THERAPEUTICSMD INC | $80,000 | +29.0% | 13,313 | 0.0% | 0.01% | +10.0% | |
| PPR | New | VOYA PRIME RATE TRsh ben int | $60,000 | – | 11,835 | +100.0% | 0.01% | – |
| OCSL | New | OAKTREE SPECIALTY LENDING CO | $58,000 | – | 11,951 | +100.0% | 0.01% | – |
| AINV | APOLLO INVT CORP | $59,000 | -4.8% | 10,590 | 0.0% | 0.01% | -20.0% | |
| LODE | Exit | COMSTOCK MNG INC | $0 | – | -22,000 | -100.0% | 0.00% | – |
| CETXW | CEMTREX INC*w exp 12/02/202 | $2,000 | -33.3% | 10,000 | 0.0% | 0.00% | – | |
| ENRJ | ENERJEX RESOURCES INC | $3,000 | -25.0% | 17,999 | 0.0% | 0.00% | -100.0% | |
| NNVC | Exit | NANOVIRICIDES INC | $0 | – | -62,000 | -100.0% | -0.01% | – |
| AEG | Exit | AEGON N Vny registry sh | $0 | – | -13,792 | -100.0% | -0.01% | – |
| ABEV | Exit | AMBEV SAsponsored adr | $0 | – | -16,473 | -100.0% | -0.02% | – |
| KSS | Exit | KOHLS CORP | $0 | – | -5,001 | -100.0% | -0.03% | – |
| TGT | Exit | TARGET CORP | $0 | – | -3,503 | -100.0% | -0.03% | – |
| TSS | Exit | TOTAL SYS SVCS INC | $0 | – | -3,835 | -100.0% | -0.03% | – |
| PCLN | Exit | PRICELINE GRP INC | $0 | – | -114 | -100.0% | -0.04% | – |
| C | Exit | CITIGROUP INC | $0 | – | -3,568 | -100.0% | -0.04% | – |
| SLB | Exit | SCHLUMBERGER LTD | $0 | – | -4,078 | -100.0% | -0.04% | – |
| DPZ | Exit | DOMINOS PIZZA INC | $0 | – | -1,565 | -100.0% | -0.05% | – |
| GVI | Exit | ISHARES TRintrm gov cr etf | $0 | – | -3,044 | -100.0% | -0.05% | – |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -3,685 | -100.0% | -0.06% | – |
| MPW | Exit | MEDICAL PPTYS TRUST INC | $0 | – | -30,000 | -100.0% | -0.06% | – |
| HCP | Exit | HCP INC | $0 | – | -15,275 | -100.0% | -0.06% | – |
| SHM | Exit | SPDR SER TRnuveen blmbrg sr | $0 | – | -8,546 | -100.0% | -0.07% | – |
| JWN | Exit | NORDSTROM INC | $0 | – | -13,195 | -100.0% | -0.08% | – |
| CIO | Exit | CITY OFFICE REIT INC | $0 | – | -45,478 | -100.0% | -0.10% | – |
| M | Exit | MACYS INC | $0 | – | -32,447 | -100.0% | -0.10% | – |
| APO | Exit | APOLLO GLOBAL MGMT LLC | $0 | – | -20,729 | -100.0% | -0.10% | – |
| SNH | Exit | SENIOR HSG PPTYS TRsh ben int | $0 | – | -47,629 | -100.0% | -0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF Trust | 31 | Q3 2023 | 7.4% |
| APPLE INC | 31 | Q3 2023 | 4.9% |
| SCRIPPS E W CO OHIO | 31 | Q3 2023 | 6.2% |
| Select Sector SPDR Trust TECHNOLOGY | 31 | Q3 2023 | 5.3% |
| MICROSOFT CORP | 31 | Q3 2023 | 1.7% |
| iShares TR RUSSELL 3000 | 31 | Q3 2023 | 2.9% |
| JOHNSON & JOHNSON | 31 | Q3 2023 | 1.5% |
| ALTRIA GROUP INC | 31 | Q3 2023 | 2.6% |
| iShares TR CORE S&P 500 | 31 | Q3 2023 | 1.2% |
| NORTHROP GRUMMAN CORP | 31 | Q3 2023 | 1.0% |
View Lido Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-17 |
| 13F-HR/A | 2022-02-15 |
| 13F-HR | 2022-02-15 |
View Lido Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.