Lido Advisors, LLC Portfolio Holdings

Lido Advisors, LLC

  • $16.8 Billion
  • Q1 2024

Lido Advisors, LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $16.8 Billion distributed in 2250 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 $1.1B, Invesco Et Seld Idxd Fd Tr Bul with a value of $936M, Invesco Et Self Idxd Fd Tr Bul with a value of $745M, Invesco Et Self Idxd Fd Tr Bul with a value of $481M, and Apple Inc. with a value of $436M.

Examining the 13F form we can see an increase of $2.15B in the current position value, from $14.7B to 16.8B.

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 $16.8 Billion
ETFs: $12.3 Billion
Technology: $1.78 Billion
Financial Services: $513 Million
Healthcare: $498 Million
Consumer Cyclical: $422 Million
Communication Services: $333 Million
Industrials: $301 Million
Consumer Defensive: $282 Million
Other: $352 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.1 Billion 6.54% of portfolio
2,105,692
Q1 2024 Added 2.38%
$0
$936 Million 5.55% of portfolio
45,792,153
Q1 2024 Reduced 1.35%
$0
$745 Million 4.42% of portfolio
35,520,125
Q1 2024 Reduced 28.58%
$0
$481 Million 2.86% of portfolio
25,059,804
Q1 2024 Added 1,176.2%
$3.09T
$436 Million 2.59% of portfolio
2,545,439
Q1 2024 Added 0.13%
$3.09T
$338 Million 2.0% of portfolio
802,486
Q1 2024 Added 7.15%
$0
$280 Million 1.66% of portfolio
1,796,708
Q1 2024 Added 5.09%
$2.73T
$249 Million 1.48% of portfolio
275,714
Q1 2024 Reduced 7.34%
$0
$212 Million 1.26% of portfolio
2,506,751
Q1 2024 Reduced 1.71%
$1.8T
$134 Million 0.8% of portfolio
744,350
Q1 2024 Added 5.28%
$0
$135 Million 0.8% of portfolio
2,269,497
Q1 2024 Added 2.04%
$0
$129 Million 0.77% of portfolio
1,853,210
Q1 2024 Added 6.85%
$0
$111 Million 0.66% of portfolio
594,800
Q1 2024 Reduced 32.44%
$0
$107 Million 0.64% of portfolio
203,737
Q1 2024 Added 3.56%
$0
$106 Million 0.63% of portfolio
220,903
Q1 2024 Reduced 2.74%
$0
$101 Million 0.6% of portfolio
1,229,838
Q1 2024 Reduced 0.37%
$0
$92.1 Million 0.55% of portfolio
4,588,988
Q1 2024 Added 154.52%
$0
$91 Million 0.54% of portfolio
350,234
Q1 2024 Added 4.04%
$0
$89.2 Million 0.53% of portfolio
1,800,154
Q1 2024 Added 3.32%
$0
$83.3 Million 0.49% of portfolio
850,409
Q1 2024 Reduced 5.98%
$0
$77.8 Million 0.46% of portfolio
175,115
Q1 2024 Added 17.18%
$1.03T
$72.5 Million 0.43% of portfolio
480,554
Q1 2024 Added 8.32%
$539B
$66.7 Million 0.4% of portfolio
158,643
Q1 2024 Reduced 0.29%
$1.06T
$62.3 Million 0.37% of portfolio
408,936
Q1 2024 Added 8.94%
$285B
$60.8 Million 0.36% of portfolio
333,649
Q1 2024 Added 4.66%
$0
$55.9 Million 0.33% of portfolio
1,173,822
Q1 2024 Added 15.13%
$463B
$55 Million 0.33% of portfolio
111,167
Q1 2024 Reduced 5.42%
$343B
$51.5 Million 0.31% of portfolio
134,219
Q1 2024 Added 11.45%
$0
$52.8 Million 0.31% of portfolio
1,052,905
Q1 2024 Reduced 15.01%
$1.05T
$50.5 Million 0.3% of portfolio
103,925
Q1 2024 Reduced 3.74%
$0
$49.4 Million 0.29% of portfolio
146,568
Q1 2024 Added 3.95%
$594B
$47.4 Million 0.28% of portfolio
236,501
Q1 2024 Reduced 0.91%
$82.9B
$46.2 Million 0.27% of portfolio
1,060,070
Q1 2024 Reduced 4.35%
$0
$45.1 Million 0.27% of portfolio
216,770
Q1 2024 Reduced 5.32%
$0
$43.8 Million 0.26% of portfolio
480,363
Q1 2024 Added 88.84%
$16.8B
$41.7 Million 0.25% of portfolio
170,227
Q1 2024 Reduced 0.82%
$0
$42.7 Million 0.25% of portfolio
1,649,670
Q1 2024 Added 2.68%
$207B
$40.4 Million 0.24% of portfolio
80,107
Q1 2024 Added 3.93%
$0
$40.9 Million 0.24% of portfolio
345,926
Q1 2024 Added 100.94%
$562B
$40.8 Million 0.24% of portfolio
232,263
Q1 2024 Added 4.56%
$538B
$39.6 Million 0.23% of portfolio
29,846
Q1 2024 Reduced 7.15%
$189B
$38.5 Million 0.23% of portfolio
314,663
Q1 2024 Added 3.24%
$489B
$39.2 Million 0.23% of portfolio
337,413
Q1 2024 Added 1.86%
$383B
$38.7 Million 0.23% of portfolio
244,855
Q1 2024 Added 12.94%
$88.2B
$36.7 Million 0.22% of portfolio
129,044
Q1 2024 Added 23.27%
$156B
$35.6 Million 0.21% of portfolio
85,263
Q1 2024 Added 4.29%
$71.9B
$34.6 Million 0.21% of portfolio
195,100
Q1 2024 Added 19.59%
$0
$33 Million 0.2% of portfolio
403,504
Q1 2024 Added 255.01%
$0
$32.3 Million 0.19% of portfolio
279,831
Q1 2024 Added 4.18%

Summary

  • Portfolio
  • No. of Stocks 2,250
  • Current Value $16.8 Billion
  • Prior Value $14.7 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 122 stocks
  • Additional Purchases 562 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 441 stocks
Track This Portfolio

Track Lido Advisors, LLC Portfolio

Follow Lido Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lido Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lido Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email