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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.67T
$691 Million 3.39% of portfolio
2,965,373
Q3 2024 Added 6.94%
$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%
$60.1B
$216 Million 1.06% of portfolio
924,651
Q3 2024 Added 17,795.32%
$2.15T
$167 Million 0.82% of portfolio
894,557
Q3 2024 Added 9.16%
$1.29T
$108 Million 0.53% of portfolio
188,673
Q3 2024 Added 64.92%
$175B
$95 Million 0.47% of portfolio
784,190
Q3 2024 Added 463.23%
$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%
$415B
$57.2 Million 0.28% of portfolio
141,275
Q3 2024 Added 4.38%
$709B
$57.6 Million 0.28% of portfolio
273,105
Q3 2024 Reduced 10.87%
$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%
$17.7B
$46.2 Million 0.23% of portfolio
169,378
Q3 2024 Added 0.5%
$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%
$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%
$201B
$37.3 Million 0.18% of portfolio
75,371
Q3 2024 Added 1.08%
$190B
$33.8 Million 0.17% of portfolio
68,795
Q3 2024 Added 35.1%
$118B
$33.7 Million 0.17% of portfolio
98,640
Q3 2024 Added 8.17%
$409B
$33.5 Million 0.16% of portfolio
37,787
Q3 2024 Reduced 18.42%
$40.9B
$31.8 Million 0.16% of portfolio
481,858
Q3 2024 Added 2,662.31%
$978B
$32.1 Million 0.16% of portfolio
185,050
Q3 2024 Added 7.78%
$504B
$32.5 Million 0.16% of portfolio
118,229
Q3 2024 Reduced 1.15%
$10.2B
$31.5 Million 0.15% of portfolio
99,226
Q3 2024 Added 77.15%
$332B
$29.6 Million 0.15% of portfolio
108,203
Q3 2024 Added 11.82%
$229B
$30.5 Million 0.15% of portfolio
377,774
Q3 2024 Added 8.34%
$224B
$28.7 Million 0.14% of portfolio
174,891
Q3 2024 Added 4.57%
$496B
$29.4 Million 0.14% of portfolio
59,519
Q3 2024 Reduced 3.02%
$396B
$28.5 Million 0.14% of portfolio
164,491
Q3 2024 Reduced 3.31%
$90.7B
$25.5 Million 0.13% of portfolio
109,585
Q3 2024 Reduced 1.03%
$80.3B
$26.5 Million 0.13% of portfolio
87,696
Q3 2024 Added 47.17%
$87.7B
$27 Million 0.13% of portfolio
54,592
Q3 2024 Added 4.35%
$109B
$24.7 Million 0.12% of portfolio
107,174
Q3 2024 Added 5.26%
$160B
$24.2 Million 0.12% of portfolio
119,824
Q3 2024 Reduced 20.11%
$146B
$25 Million 0.12% of portfolio
386,266
Q3 2024 Added 7.27%
$10.2B
$21.8 Million 0.11% of portfolio
26,663
Q3 2024 Added 47.0%
$39B
$19.9 Million 0.1% of portfolio
77,159
Q3 2024 Added 0.31%
$238B
$20.6 Million 0.1% of portfolio
172,749
Q3 2024 Added 13.9%
$504B
$20 Million 0.1% of portfolio
117,217
Q3 2024 Added 2.71%
$210B
$20 Million 0.1% of portfolio
22,316
Q3 2024 Reduced 31.62%

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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