Holdings of Lido Advisors, LLC

Name: Holdings of Lido Advisors, LLC
Creator: Titelia

1474 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 36.1 % of the equity sleeve

Sector breakdown

Technology 18.0 %
Funds 6.2 %
Financials 4.8 %
Communication 4.2 %
Consumer discretionary 3.7 %
Health care 3.4 %
Industrials 2.9 %
Consumer staples 1.9 %
Energy 1.2 %
Utilities 0.5 %
Real estate 0.4 %
Materials 0.3 %
Unattributed 52.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 99.4 %
TW 0.4 %
GB 0.1 %
NL 0.1 %
JP 0.0 %
DE 0.0 %
ES 0.0 %
DK 0.0 %
AU 0.0 %
IL 0.0 %
IE 0.0 %
IN 0.0 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	1,433	21.2B $	99.42 %
2	TW	1	77.4M $	0.36 %
3	GB	11	15.9M $	0.07 %
4	NL	4	15.9M $	0.07 %
5	JP	6	5M $	0.02 %
6	DE	2	2.8M $	0.01 %
7	ES	2	2M $	0.01 %
8	DK	1	1M $	0.00 %
9	AU	2	670K $	0.00 %
10	IL	2	643.9K $	0.00 %
11	IE	1	553.9K $	0.00 %
12	IN	1	394.4K $	0.00 %

Positions

Rank	Company	Shares	Value
601	iShares Emerging Markets Divid	52,580	1.8M $
602	Mizuho Financial Group Inc	226,552	1.8M $
603	PIMCO Municipal Income Fund II	235,786	1.8M $
604	Truist Financial Corp	38,937	1.8M $
605	Ssga Active Trust	44,847	1.8M $
606	Atmos Energy Corp	9,586	1.8M $
607	Diamondback Energy Inc	8,825	1.7M $
608	Fidelity Covington Trust	47,952	1.7M $
609	Steel Dynamics Inc	9,633	1.7M $
610	Archer-Daniels-Midland Co	23,845	1.7M $
611	Vanguard Intermediate-Term Corporate Bond ETF	20,770	1.7M $
612	Ameren Corp	15,620	1.7M $
613	Workday Inc	13,177	1.7M $
614	Dimensional ETF Trust	44,000	1.7M $
615	Tarsus Pharmaceuticals Inc	24,374	1.7M $
616	Brinker International Inc	11,965	1.7M $
617	AMETEK Inc	7,952	1.7M $
618	Vanguard Index Funds	5,626	1.7M $
619	iShares Trust	38,566	1.7M $
620	AutoZone Inc	492	1.7M $
621	iPath Bloomberg Commodity Index Total Return ETN	34,261	1.6M $
622	Equifax Inc	9,039	1.6M $
623	ADTRAN Holdings Inc	129,330	1.6M $
624	Nuveen Municipal Credit Income	132,003	1.6M $
625	BP PLC	34,017	1.6M $
626	Glaukos Corp	14,818	1.6M $
627	American International Group Inc	21,182	1.6M $
628	Evergy Inc	19,348	1.6M $
629	Kimberly-Clark Corp	16,215	1.6M $
630	Targa Resources Corp	6,285	1.6M $
631	Warner Bros Discovery Inc	57,075	1.6M $
632	Innovator U.S. Equity Power Bu	34,968	1.6M $
633	Broadridge Financial Solutions Inc	9,556	1.6M $
634	Hartford Insurance Group Inc/The	11,480	1.6M $
635	Main Street Capital Corp.	29,380	1.6M $
636	iShares Trust	29,421	1.5M $
637	Scotts Miracle-Gro Co/The	25,411	1.5M $
638	SPDR Index Shares Funds	42,111	1.5M $
639	Darden Restaurants Inc	7,835	1.5M $
640	State Street Corp	12,101	1.5M $
641	SPDR Series Trust	50,830	1.5M $
642	United States Oil Fund LP	12,001	1.5M $
643	First Trust Cloud Computing ETF	13,818	1.5M $
644	Sysco Corp	21,108	1.5M $
645	iShares Global Infrastructure ETF	22,129	1.5M $
646	British American Tobacco PLC	24,997	1.5M $
647	Cincinnati Financial Corp	9,334	1.5M $
648	Williams-Sonoma Inc	8,055	1.5M $
649	ING Groep NV	55,885	1.5M $
650	Eversource Energy	20,996	1.5M $
651	iShares U.S. Real Estate ETF	15,340	1.5M $
652	Qnity Electronics Inc	12,539	1.4M $
653	PPG Industries Inc	13,518	1.4M $
654	Martin Marietta Materials Inc	2,452	1.4M $
655	iShares Trust	8,965	1.4M $
656	LendingClub Corp	99,880	1.4M $
657	Elevance Health Inc	4,868	1.4M $
658	Dynex Capital Inc	109,768	1.4M $
659	Baker Hughes Co	23,186	1.4M $
660	Zillow Group Inc	34,068	1.4M $
661	Charter Communications, Inc.	6,524	1.4M $
662	CMS Energy Corp	18,123	1.4M $
663	Baron Technology ETF	60,245	1.4M $
664	State Street SPDR Nuveen ICE High Yield Municipal Bond ETF	56,468	1.4M $
665	Expeditors International of Washington Inc	9,773	1.4M $
666	NUVEEN AMT-FREE MUN CR INCOME FD	112,625	1.4M $
667	National Grid PLC	16,500	1.4M $
668	Coinbase Global Inc	7,988	1.4M $
669	iShares Global Clean Energy ETF	75,985	1.4M $
670	iShares MBS ETF	14,608	1.4M $
671	ROBO Global Robotics and Autom	20,205	1.4M $
672	Edison International	18,691	1.4M $
673	Tortoise Energy Infrastructure	27,406	1.4M $
674	TCW Transform Systems ETF	13,914	1.4M $
675	Wisdom Tree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund	22,595	1.4M $
676	iShares iBoxx USD Investment Grade Corporate Bond ETF	12,453	1.4M $
677	Tyson Foods Inc	21,175	1.4M $
678	State Street Materials Select Sector SPDR ETF	27,145	1.4M $
679	Franklin Templeton ETF Trust	54,252	1.3M $
680	Fiserv Inc	24,099	1.3M $
681	Clorox Co/The	12,975	1.3M $
682	Otis Worldwide Corp	17,363	1.3M $
683	M&T Bank Corp	6,418	1.3M $
684	Monolithic Power Systems Inc	1,209	1.3M $
685	F5 Inc	4,567	1.3M $
686	Oaktree Specialty Lending Corp	116,878	1.3M $
687	Federal Realty Investment Trust	12,415	1.3M $
688	Teledyne Technologies Inc	2,178	1.3M $
689	Lemonade Inc	21,020	1.3M $
690	Packaging Corp of America	6,166	1.3M $
691	National Fuel Gas Co	13,915	1.3M $
692	Apollo Global Management Inc	11,783	1.3M $
693	Amentum Holdings Inc	50,345	1.3M $
694	Vanguard Index Funds	7,122	1.3M $
695	Jacobs Solutions Inc	10,308	1.3M $
696	PACCAR Inc	11,322	1.3M $
697	International Paper Co	36,256	1.3M $
698	General Mills, Inc.	34,745	1.3M $
699	Vanguard Mid-Cap Growth ETF	4,997	1.3M $
700	Samsara Inc	40,044	1.3M $