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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$797 Million 3.07% of portfolio
3,884,090
Q2 2025 Added 6.77%
$456B
$731 Million 2.82% of portfolio
4,628,919
Q2 2025 Added 9.22%
$3.95T
$722 Million 2.78% of portfolio
1,450,995
Q2 2025 Added 11.6%
$2.26T
$318 Million 1.23% of portfolio
1,447,685
Q2 2025 Added 16.56%
$127B
$177 Million 0.68% of portfolio
641,910
Q2 2025 Added 9.07%
$1.78T
$169 Million 0.65% of portfolio
228,329
Q2 2025 Added 2.69%
$1.21T
$147 Million 0.57% of portfolio
835,221
Q2 2025 Added 11.58%
$859B
$135 Million 0.52% of portfolio
466,179
Q2 2025 Added 10.51%
$1.24T
$127 Million 0.49% of portfolio
714,531
Q2 2025 Added 7.05%
$545B
$122 Million 0.47% of portfolio
91,106
Q2 2025 Added 18.54%
$621B
$114 Million 0.44% of portfolio
235,552
Q2 2025 Added 12.95%
$1.08T
$101 Million 0.39% of portfolio
318,559
Q2 2025 Added 13.41%
$439B
$78.4 Million 0.3% of portfolio
79,157
Q2 2025 Added 16.82%
$608B
$78.6 Million 0.3% of portfolio
100,770
Q2 2025 Added 9.3%
$551B
$73.6 Million 0.28% of portfolio
207,257
Q2 2025 Added 21.76%
$351B
$70.5 Million 0.27% of portfolio
379,912
Q2 2025 Reduced 0.85%
$405B
$70.6 Million 0.27% of portfolio
192,650
Q2 2025 Added 11.33%
$281B
$69.9 Million 0.27% of portfolio
714,462
Q2 2025 Added 27.93%
$442B
$65.4 Million 0.25% of portfolio
606,917
Q2 2025 Reduced 2.9%
$52.5B
$55.5 Million 0.21% of portfolio
271,053
Q2 2025 Added 10.32%
$1.27T
$55.1 Million 0.21% of portfolio
243,401
Q2 2025 Added 3.85%
$245B
$53.7 Million 0.21% of portfolio
172,202
Q2 2025 Added 2.09%
$548B
$51.6 Million 0.2% of portfolio
91,830
Q2 2025 Added 9.74%
$684B
$50.5 Million 0.19% of portfolio
231,050
Q2 2025 Added 8.08%
$367B
$48.5 Million 0.19% of portfolio
355,507
Q2 2025 Added 11.3%
$17.7B
$46.6 Million 0.18% of portfolio
170,850
Q2 2025 Added 0.58%
$452B
$46.8 Million 0.18% of portfolio
306,301
Q2 2025 Reduced 2.27%
$94.7B
$46.5 Million 0.18% of portfolio
63,480
Q2 2025 Added 3.03%
$179B
$44.4 Million 0.17% of portfolio
487,004
Q2 2025 Added 3.92%
$145B
$42.4 Million 0.16% of portfolio
118,685
Q2 2025 Added 22.33%
$157B
$37.9 Million 0.15% of portfolio
98,072
Q2 2025 Added 6.31%
$118B
$38.9 Million 0.15% of portfolio
662,910
Q2 2025 Reduced 6.98%
$162B
$35.3 Million 0.14% of portfolio
192,552
Q2 2025 Reduced 12.26%
$119B
$34.8 Million 0.13% of portfolio
146,009
Q2 2025 Added 20.01%
$293B
$34.7 Million 0.13% of portfolio
499,765
Q2 2025 Added 20.4%
$169B
$34.1 Million 0.13% of portfolio
62,773
Q2 2025 Added 9.53%
$368B
$33.5 Million 0.13% of portfolio
210,275
Q2 2025 Added 13.03%
$229B
$34.5 Million 0.13% of portfolio
236,598
Q2 2025 Added 27.63%
$232B
$34.8 Million 0.13% of portfolio
127,482
Q2 2025 Added 6.75%
$229B
$30.4 Million 0.12% of portfolio
223,507
Q2 2025 Added 32.9%
$172B
$31.3 Million 0.12% of portfolio
30,489
Q2 2025 Added 43.26%
$95.3B
$28.9 Million 0.11% of portfolio
130,966
Q2 2025 Added 1.35%
$218B
$28.5 Million 0.11% of portfolio
73,327
Q2 2025 Added 29.19%
$153B
$27.4 Million 0.11% of portfolio
53,857
Q2 2025 Added 2.89%
$15.6B
$27.3 Million 0.11% of portfolio
60,600
Q2 2025 Reduced 17.9%
$201B
$28.8 Million 0.11% of portfolio
36,613
Q2 2025 Added 18.18%
$210B
$27.1 Million 0.1% of portfolio
91,938
Q2 2025 Reduced 3.23%
$56B
$25 Million 0.1% of portfolio
66,094
Q2 2025 Added 58.79%
$48.9B
$26.4 Million 0.1% of portfolio
267,187
Q2 2025 Added 8.66%

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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