Lido Advisors, LLC Portfolio Holdings

Lido Advisors, LLC

  • $20.3 Billion
  • Q3 2024

Lido Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $20.3 Billion distributed in 2469 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $1.22B, Invesco Et Self Idxd Fd Tr Bul with a value of $1.02B, Invesco Et Seld Idxd Fd Tr Bul with a value of $947M, Apple Inc. with a value of $691M, and Invesco Et Self Idxd Fd Tr Bul with a value of $625M.

Examining the 13F form we can see an increase of $2.5B in the current position value, from $17.8B to 20.3B.

Lido Advisors, LLC is based out at Los Angeles, CA

Below you can find more details about Lido Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $20.3 Billion
ETFs: $14.1 Billion
Technology: $2.51 Billion
Financial Services: $832 Million
Healthcare: $580 Million
Consumer Cyclical: $559 Million
Communication Services: $488 Million
Industrials: $419 Million
Consumer Defensive: $336 Million
Other: $454 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.22 Billion 5.97% of portfolio
2,118,071
Q3 2024 Added 3.26%
$0
$1.02 Billion 5.0% of portfolio
52,013,716
Q3 2024 Added 35.08%
$0
$947 Million 4.65% of portfolio
45,855,466
Q3 2024 Reduced 4.7%
$3.67T
$691 Million 3.39% of portfolio
2,965,373
Q3 2024 Added 6.94%
$0
$625 Million 3.07% of portfolio
29,579,723
Q3 2024 Reduced 6.16%
$3.18T
$425 Million 2.09% of portfolio
988,566
Q3 2024 Added 10.93%
$366B
$405 Million 1.99% of portfolio
3,337,503
Q3 2024 Added 11.96%
$0
$334 Million 1.64% of portfolio
1,913,601
Q3 2024 Added 3.17%
$60.1B
$216 Million 1.06% of portfolio
924,651
Q3 2024 Added 17,795.32%
$0
$210 Million 1.03% of portfolio
430,376
Q3 2024 Added 123.67%
$0
$200 Million 0.98% of portfolio
2,088,929
Q3 2024 Reduced 18.95%
$0
$190 Million 0.94% of portfolio
965,585
Q3 2024 Added 54.57%
$2.15T
$167 Million 0.82% of portfolio
894,557
Q3 2024 Added 9.16%
$0
$145 Million 0.71% of portfolio
2,273,209
Q3 2024 Reduced 3.53%
$0
$126 Million 0.62% of portfolio
1,736,579
Q3 2024 Reduced 10.49%
$0
$120 Million 0.59% of portfolio
1,360,950
Q3 2024 Added 5.77%
$0
$114 Million 0.56% of portfolio
402,516
Q3 2024 Added 19.33%
$0
$107 Million 0.53% of portfolio
1,485,415
Q3 2024 Reduced 0.25%
$1.29T
$108 Million 0.53% of portfolio
188,673
Q3 2024 Added 64.92%
$0
$107 Million 0.52% of portfolio
5,187,042
Q3 2024 Added 0.81%
$0
$101 Million 0.5% of portfolio
190,884
Q3 2024 Reduced 13.21%
$175B
$95 Million 0.47% of portfolio
784,190
Q3 2024 Added 463.23%
$0
$92.3 Million 0.45% of portfolio
1,675,095
Q3 2024 Reduced 9.7%
$1.05T
$88.6 Million 0.44% of portfolio
534,078
Q3 2024 Added 6.74%
$609B
$80.7 Million 0.4% of portfolio
175,397
Q3 2024 Added 1.2%
$1.08T
$79.5 Million 0.39% of portfolio
475,380
Q3 2024 Added 2.5%
$69B
$73.3 Million 0.36% of portfolio
424,902
Q3 2024 Added 994.12%
$555B
$71 Million 0.35% of portfolio
121,373
Q3 2024 Added 1.76%
$983B
$69.9 Million 0.34% of portfolio
267,261
Q3 2024 Added 14.32%
$300B
$66 Million 0.32% of portfolio
334,016
Q3 2024 Added 6.83%
$0
$65.2 Million 0.32% of portfolio
643,783
Q3 2024 Reduced 15.4%
$0
$56.7 Million 0.28% of portfolio
1,111,215
Q3 2024 Reduced 8.75%
$415B
$57.2 Million 0.28% of portfolio
141,275
Q3 2024 Added 4.38%
$0
$56.8 Million 0.28% of portfolio
151,266
Q3 2024 Reduced 0.04%
$709B
$57.6 Million 0.28% of portfolio
273,105
Q3 2024 Reduced 10.87%
$70.6B
$55.8 Million 0.27% of portfolio
358,038
Q3 2024 Added 112.88%
$99.3B
$48.5 Million 0.24% of portfolio
950,731
Q3 2024 Added 11.42%
$502B
$48.2 Million 0.24% of portfolio
411,083
Q3 2024 Added 2.21%
$0
$48.3 Million 0.24% of portfolio
525,906
Q3 2024 Added 6.58%
$17.7B
$46.2 Million 0.23% of portfolio
169,378
Q3 2024 Added 0.5%
$0
$46.3 Million 0.23% of portfolio
374,327
Q3 2024 Added 4.0%
$0
$47.1 Million 0.23% of portfolio
891,701
Q3 2024 Reduced 11.25%
$373B
$44.9 Million 0.22% of portfolio
63,323
Q3 2024 Added 12.7%
$747B
$43.6 Million 0.21% of portfolio
49,224
Q3 2024 Reduced 12.93%
$397B
$43.5 Million 0.21% of portfolio
268,450
Q3 2024 Added 6.44%
$0
$43.4 Million 0.21% of portfolio
74,053
Q3 2024 Added 21.75%
$128B
$41.6 Million 0.2% of portfolio
271,409
Q3 2024 Added 4.76%
$199B
$41.2 Million 0.2% of portfolio
428,657
Q3 2024 Added 2.45%
$246B
$39.4 Million 0.19% of portfolio
76,008
Q3 2024 Added 4.98%

Summary

  • Portfolio
  • No. of Stocks 2,469
  • Current Value $20.3 Billion
  • Prior Value $17.8 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 131 stocks
  • Additional Purchases 545 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 488 stocks
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