Lido Advisors, LLC Portfolio Holdings

Lido Advisors, LLC

  • $25.9 Billion
  • Q2 2025

Lido Advisors, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $25.9 Billion distributed in 3046 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 $1.87B, Invesco Et Self Idxd Fd Tr Bul with a value of $1.21B, Invesco Et Self Idxd Fd Tr Bul with a value of $974M, Apple Inc. with a value of $797M, and Nvidia Corp with a value of $731M.

Examining the 13F form we can see an increase of $1.91B in the current position value, from $24B to 25.9B.

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 $25.9 Billion
ETFs: $17.6 Billion
Technology: $3.75 Billion
Financial Services: $977 Million
Consumer Cyclical: $786 Million
Communication Services: $695 Million
Healthcare: $673 Million
Industrials: $527 Million
Consumer Defensive: $358 Million
Other: $531 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.87 Billion 7.22% of portfolio
3,031,480
Q2 2025 Reduced 52.86%
$0
$1.21 Billion 4.67% of portfolio
62,002,093
Q2 2025 Reduced 1.77%
$0
$974 Million 3.76% of portfolio
49,557,795
Q2 2025 Added 70.04%
$3.84T
$797 Million 3.07% of portfolio
3,884,090
Q2 2025 Added 6.77%
$424B
$731 Million 2.82% of portfolio
4,628,919
Q2 2025 Added 9.22%
$3.8T
$722 Million 2.78% of portfolio
1,450,995
Q2 2025 Added 11.6%
$0
$413 Million 1.59% of portfolio
2,092,518
Q2 2025 Added 3.2%
$0
$376 Million 1.45% of portfolio
3,418,138
Q2 2025 Added 6.39%
$2.36T
$318 Million 1.23% of portfolio
1,447,685
Q2 2025 Added 16.56%
$0
$320 Million 1.23% of portfolio
1,638,052
Q2 2025 Reduced 2.32%
$0
$256 Million 0.99% of portfolio
1,896,181
Q2 2025 Added 0.55%
$0
$254 Million 0.98% of portfolio
409,878
Q2 2025 Reduced 2.03%
$0
$189 Million 0.73% of portfolio
342,111
Q2 2025 Added 12.17%
$0
$186 Million 0.72% of portfolio
2,508,013
Q2 2025 Reduced 0.78%
$140B
$177 Million 0.68% of portfolio
641,910
Q2 2025 Added 9.07%
$1.75T
$169 Million 0.65% of portfolio
228,329
Q2 2025 Added 2.69%
$1.5T
$147 Million 0.57% of portfolio
835,221
Q2 2025 Added 11.58%
$914B
$135 Million 0.52% of portfolio
466,179
Q2 2025 Added 10.51%
$0
$132 Million 0.51% of portfolio
1,704,467
Q2 2025 Added 7.93%
$1.52T
$127 Million 0.49% of portfolio
714,531
Q2 2025 Added 7.05%
$0
$128 Million 0.49% of portfolio
1,359,670
Q2 2025 Reduced 8.97%
$0
$127 Million 0.49% of portfolio
419,105
Q2 2025 Added 6.35%
$0
$123 Million 0.48% of portfolio
290,695
Q2 2025 Added 39.49%
$0
$121 Million 0.47% of portfolio
1,867,729
Q2 2025 Added 4.49%
$0
$121 Million 0.47% of portfolio
1,895,162
Q2 2025 Added 3.72%
$547B
$122 Million 0.47% of portfolio
91,106
Q2 2025 Added 18.54%
$0
$116 Million 0.45% of portfolio
471,888
Q2 2025 Reduced 5.81%
$644B
$114 Million 0.44% of portfolio
235,552
Q2 2025 Added 12.95%
$0
$113 Million 0.44% of portfolio
6,031,301
Q2 2025 Added 3.52%
$0
$108 Million 0.42% of portfolio
5,274,692
Q2 2025 Added 4.49%
$0
$106 Million 0.41% of portfolio
300,769
Q2 2025 Added 2.25%
$1.34T
$101 Million 0.39% of portfolio
318,559
Q2 2025 Added 13.41%
$0
$97 Million 0.37% of portfolio
4,691,419
Q2 2025 Reduced 88.35%
$0
$90.6 Million 0.35% of portfolio
1,093,610
Q2 2025 Added 68.94%
$0
$85.1 Million 0.33% of portfolio
925,751
Q2 2025 Reduced 2.19%
$0
$84.2 Million 0.32% of portfolio
999,539
Q2 2025 Reduced 3.54%
$0
$80 Million 0.31% of portfolio
4,765,827
Q2 2025 Added 14.47%
$426B
$78.4 Million 0.3% of portfolio
79,157
Q2 2025 Added 16.82%
$722B
$78.6 Million 0.3% of portfolio
100,770
Q2 2025 Added 9.3%
$0
$74.9 Million 0.29% of portfolio
2,975,173
Q2 2025 Added 12.74%
$0
$75.9 Million 0.29% of portfolio
3,128,939
Q2 2025 Added 13.83%
$0
$74.5 Million 0.29% of portfolio
3,135,628
Q2 2025 Added 13.8%
$116B
$75.8 Million 0.29% of portfolio
248,641
Q2 2025 Added 2.86%
$0
$71.6 Million 0.28% of portfolio
1,399,498
Q2 2025 Added 5.06%
$566B
$73.6 Million 0.28% of portfolio
207,257
Q2 2025 Added 21.76%
$390B
$70.5 Million 0.27% of portfolio
379,912
Q2 2025 Reduced 0.85%
$271B
$70.5 Million 0.27% of portfolio
99,579
Q2 2025 Reduced 7.12%
$427B
$70.6 Million 0.27% of portfolio
192,650
Q2 2025 Added 11.33%
$0
$69.1 Million 0.27% of portfolio
1,211,637
Q2 2025 Added 70.72%

Summary

  • Portfolio
  • No. of Stocks 3,046
  • Current Value $25.9 Billion
  • Prior Value $24 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 189 stocks
  • Additional Purchases 672 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 472 stocks
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