Lido Advisors, LLC Portfolio Holdings

Lido Advisors, LLC

  • $21.7 Billion
  • Q4 2024

Lido Advisors, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $21.7 Billion distributed in 2733 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 $1.59B, Invesco Et Self Idxd Fd Tr Bul with a value of $1.22B, Invesco Et Seld Idxd Fd Tr Bul with a value of $989M, Apple Inc. with a value of $819M, and Microsoft Corp with a value of $461M.

Examining the 13F form we can see an increase of $1.38B in the current position value, from $20.3B to 21.7B.

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 $21.7 Billion
ETFs: $15.3 Billion
Technology: $2.79 Billion
Financial Services: $743 Million
Consumer Cyclical: $634 Million
Communication Services: $570 Million
Healthcare: $530 Million
Industrials: $367 Million
Consumer Defensive: $319 Million
Other: $456 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$819 Million 3.77% of portfolio
3,270,414
Q4 2024 Added 10.29%
$3.1T
$461 Million 2.12% of portfolio
1,093,754
Q4 2024 Added 10.64%
$349B
$452 Million 2.08% of portfolio
3,364,638
Q4 2024 Added 0.81%
$2.27T
$227 Million 1.05% of portfolio
1,035,742
Q4 2024 Added 15.78%
$1.14T
$123 Million 0.56% of portfolio
644,149
Q4 2024 Added 35.5%
$1.56T
$112 Million 0.52% of portfolio
189,914
Q4 2024 Added 0.66%
$1.1T
$110 Million 0.51% of portfolio
581,503
Q4 2024 Added 8.88%
$91.8B
$107 Million 0.49% of portfolio
462,009
Q4 2024 Added 8.73%
$1.12T
$97.3 Million 0.45% of portfolio
240,823
Q4 2024 Reduced 9.89%
$627B
$87 Million 0.4% of portfolio
191,994
Q4 2024 Added 9.46%
$783B
$80.8 Million 0.37% of portfolio
337,188
Q4 2024 Added 23.46%
$470B
$74.8 Million 0.34% of portfolio
147,860
Q4 2024 Added 21.82%
$355B
$61.6 Million 0.28% of portfolio
346,643
Q4 2024 Added 3.78%
$456B
$61 Million 0.28% of portfolio
68,464
Q4 2024 Added 8.12%
$404B
$58.9 Million 0.27% of portfolio
151,311
Q4 2024 Added 7.1%
$219B
$56.1 Million 0.26% of portfolio
97,908
Q4 2024 Added 29.9%
$116B
$49.7 Million 0.23% of portfolio
287,967
Q4 2024 Added 6.1%
$467B
$49.5 Million 0.23% of portfolio
460,477
Q4 2024 Added 12.02%
$830B
$48.4 Million 0.22% of portfolio
62,652
Q4 2024 Added 27.28%
$17.7B
$46.2 Million 0.21% of portfolio
169,488
Q4 2024 Added 0.06%
$195B
$42.6 Million 0.2% of portfolio
277,301
Q4 2024 Added 183.39%
$573B
$43 Million 0.2% of portfolio
135,960
Q4 2024 Added 15.0%
$97.4B
$40.6 Million 0.19% of portfolio
776,419
Q4 2024 Reduced 18.33%
$1.04T
$41.4 Million 0.19% of portfolio
209,649
Q4 2024 Added 13.29%
$458B
$38.8 Million 0.18% of portfolio
42,395
Q4 2024 Added 12.19%
$202B
$38.5 Million 0.18% of portfolio
345,944
Q4 2024 Reduced 19.3%
$417B
$40.1 Million 0.18% of portfolio
277,546
Q4 2024 Added 3.39%
$59.5B
$38.2 Million 0.18% of portfolio
209,731
Q4 2024 Added 112.62%
$211B
$37.2 Million 0.17% of portfolio
83,570
Q4 2024 Added 9.95%
$318B
$36.4 Million 0.17% of portfolio
108,921
Q4 2024 Added 0.66%
$537B
$35.8 Million 0.16% of portfolio
67,994
Q4 2024 Added 14.24%
$264B
$33.8 Million 0.16% of portfolio
374,043
Q4 2024 Reduced 0.99%
$86.7B
$33.7 Million 0.15% of portfolio
59,081
Q4 2024 Added 8.22%
$16.7B
$30.1 Million 0.14% of portfolio
71,669
Q4 2024 Added 3,295.03%
$149B
$30.7 Million 0.14% of portfolio
415,294
Q4 2024 Added 7.52%
$214B
$27.7 Million 0.13% of portfolio
53,145
Q4 2024 Reduced 22.75%
$209B
$27.6 Million 0.13% of portfolio
364,491
Q4 2024 Reduced 13.7%
$59B
$27.9 Million 0.13% of portfolio
206,689
Q4 2024 Reduced 42.27%
$151B
$26 Million 0.12% of portfolio
159,863
Q4 2024 Added 33.41%
$242B
$22.9 Million 0.11% of portfolio
65,119
Q4 2024 Added 21.45%
$184B
$23.3 Million 0.11% of portfolio
193,186
Q4 2024 Added 10.46%
$125B
$23.1 Million 0.11% of portfolio
108,711
Q4 2024 Added 1.43%
$27.8B
$24.1 Million 0.11% of portfolio
109,033
Q4 2024 Added 41.31%
$196B
$23 Million 0.11% of portfolio
21,717
Q4 2024 Reduced 2.68%
$89.6B
$21.4 Million 0.1% of portfolio
116,898
Q4 2024 Added 6.67%
$364B
$22.5 Million 0.1% of portfolio
511,070
Q4 2024 Added 74.65%
$266B
$20.7 Million 0.1% of portfolio
349,360
Q4 2024 Added 10.83%
$123B
$21.2 Million 0.1% of portfolio
63,753
Q4 2024 Added 17.4%
$237B
$20.8 Million 0.1% of portfolio
94,548
Q4 2024 Added 21.11%

Summary

  • Portfolio
  • No. of Stocks 2,733
  • Current Value $21.7 Billion
  • Prior Value $20.3 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 143 stocks
  • Additional Purchases 720 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 363 stocks
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