Institutional manager
Lido Advisors, LLC
Holds positions in 462 of the S&P 500, worth $12.2bn as reported for the quarter ended 31-mar-2026.
Positions held462of 488 index companies covered
Reported value$12.2bnS&P 500 positions only
Top ten weight61%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 462 held. The rest are smaller than every one of these.
State Street CorporationSTT7.9m$3.10bnFinancialsApple Inc.AAPL3.8m$975mInformation TechnologyNvidiaNVDA5.4m$939mInformation TechnologyMicrosoftMSFT1.9m$710mInformation TechnologyAlphabet Inc. (Class A)GOOGL1.8m$510mCommunication ServicesAmazonAMZN1.8m$372mConsumer DiscretionaryInvescoIVZ460,417$259mFinancialsBroadcomAVGO725,801$225mInformation TechnologyBerkshire HathawayBRK.B325,163$161mFinancialsJPMorgan ChaseJPM539,119$159mFinancialsTesla, Inc.TSLA364,691$136mConsumer DiscretionaryMeta PlatformsMETA232,238$133mCommunication ServicesCostcoCOST120,300$120mConsumer StaplesExxonMobilXOM682,729$116mEnergyPNC Financial ServicesPNC513,633$107mFinancialsLilly (Eli)LLY108,867$100mHealth CareWalmartWMT791,815$99mConsumer StaplesNetflixNFLX1.0m$98mCommunication ServicesAbbVieABBV432,465$94mHealth CareGoldman SachsGS191,283$93mFinancialsJohnson & JohnsonJNJ368,309$90mHealth CarePalantir TechnologiesPLTR535,941$78mInformation TechnologyHome Depot (The)HD237,047$78mConsumer DiscretionaryVisa Inc.V251,792$76mFinancialsMicron TechnologyMU210,903$71mInformation TechnologyApplied MaterialsAMAT196,070$67mInformation TechnologyRTX CorporationRTX335,436$65mIndustrialsLam ResearchLRCX268,197$57mInformation TechnologyCaterpillar Inc.CAT77,444$55mIndustrialsAnalog DevicesADI166,697$53mInformation TechnologyMcKesson CorporationMCK61,050$53mHealth CareUnitedHealth GroupUNH193,247$52mHealth CareMastercardMA101,679$51mFinancialsSalesforceCRM259,594$48mInformation TechnologyChevron CorporationCVX232,503$48mEnergyCharles Schwab CorporationSCHW502,606$47mFinancialsPalo Alto NetworksPANW282,970$45mInformation TechnologyCiscoCSCO542,504$42mInformation TechnologyEssex Property TrustESS169,913$42mReal EstateKLA CorporationKLAC27,423$40mInformation TechnologyMerck & Co.MRK330,201$40mHealth CareOracle CorporationORCL267,748$39mInformation TechnologyEaton CorporationETN109,718$39mIndustrialsProcter & GamblePG267,535$39mConsumer StaplesL3HarrisLHX110,249$38mIndustrialsGE AerospaceGE133,672$38mIndustrialsConocoPhillipsCOP287,312$38mEnergyGE VernovaGEV42,712$37mIndustrialsDeere & CompanyDE61,760$35mIndustrialsQuanta ServicesPWR63,059$35mIndustrialsBlackRockBLK35,996$35mFinancialsMorgan StanleyMS208,195$34mFinancialsMcDonald'sMCD101,474$32mConsumer DiscretionaryNextEra EnergyNEE331,023$31mUtilitiesJ.B. HuntJBHT142,073$30mIndustrialsTJX CompaniesTJX184,395$29mConsumer DiscretionaryZimmer BiometZBH323,507$29mHealth CareGeneral DynamicsGD82,494$28mIndustrialsAmgenAMGN78,365$28mHealth CareServiceNowNOW263,396$28mInformation Technology
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.