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Elena Ro

Lido Advisors, Llc

Assets Managed
$32.69B
Holdings
1743
Last Quarter
2026 - Q1
Filed Date
1mo 11d ago
Growth Rate
-2.27%(2Q avg: 1.25%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lido Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1743 positions.

Assets under management

The assets under management (AUM) of Lido Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 32.69B in assets, with a quarterly growth rate of -2.27% and a 2-quarter average growth rate of 1.25%. The portfolio is managed by Elena Ro, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 1.47%
27.29%
$8.919B
13.703M shares@ $650.88 avg price
BSCR
Invesco Bulletshares 2027 Cb
Recent Activity
Increased 5.77%
4.29%
$1.4B
70.692M shares@ $19.81 avg price
AAPL
Apple Inc
Recent Activity
Decreased -15.09%
3.47%
$1.133B
4.463M shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.6%
3.22%
$1.05B
6.022M shares@ $174.41 avg price
BSCQ
Invesco Bulletshares 2026 Cb
Recent Activity
Decreased -6.95%
3.21%
$1.046B
53.572M shares@ $19.54 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.58%
2.57%
$839.96M
2.269M shares@ $370.18 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 59.04%
1.77%
$575.724M
997,475 shares@ $577.19 avg price
FTEC
Fidelity Msci Info Tech Etf
Recent Activity
Increased 3.61%
1.39%
$452.679M
2.176M shares@ $208.06 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 2.26%
1.35%
$438.178M
3.874M shares@ $113.12 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Increased 4.36%
1.26%
$410.493M
1.944M shares@ $211.16 avg price

1-10 of 1743