Lido Advisors, LLC Portfolio Holdings

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025

Lido Advisors, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $24 Billion distributed in 2791 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 $3.6B, Invesco Et Self Idxd Fd Tr Bul with a value of $1.23B, Invesco Et Seld Idxd Fd Tr Bul with a value of $833M, Apple Inc. with a value of $808M, and Invesco Et Self Idxd Fd Tr Bul with a value of $571M.

Examining the 13F form we can see an increase of $2.28B in the current position value, from $21.7B to 24B.

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 $24 Billion
ETFs: $17.2 Billion
Technology: $2.76 Billion
Financial Services: $893 Million
Healthcare: $655 Million
Consumer Cyclical: $631 Million
Communication Services: $587 Million
Industrials: $422 Million
Consumer Defensive: $325 Million
Other: $552 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38T
$808 Million 3.37% of portfolio
3,637,908
Q1 2025 Added 11.24%
$3.81T
$488 Million 2.03% of portfolio
1,300,199
Q1 2025 Added 18.87%
$431B
$459 Million 1.91% of portfolio
4,238,309
Q1 2025 Added 25.97%
$2.28T
$236 Million 0.98% of portfolio
1,241,991
Q1 2025 Added 19.91%
$1.62T
$128 Million 0.53% of portfolio
222,345
Q1 2025 Added 17.08%
$1.07T
$116 Million 0.48% of portfolio
748,530
Q1 2025 Added 28.72%
$631B
$111 Million 0.46% of portfolio
208,547
Q1 2025 Added 8.62%
$1.12T
$104 Million 0.43% of portfolio
667,456
Q1 2025 Added 3.62%
$850B
$103 Million 0.43% of portfolio
421,850
Q1 2025 Added 25.11%
$116B
$98.5 Million 0.41% of portfolio
588,535
Q1 2025 Added 27.39%
$269B
$88.3 Million 0.37% of portfolio
168,670
Q1 2025 Added 14.07%
$338B
$80.3 Million 0.33% of portfolio
383,182
Q1 2025 Added 10.54%
$724B
$76.1 Million 0.32% of portfolio
92,200
Q1 2025 Added 47.16%
$465B
$74.3 Million 0.31% of portfolio
625,040
Q1 2025 Added 35.74%
$567B
$71.7 Million 0.3% of portfolio
76,857
Q1 2025 Added 12.26%
$1.01T
$72.8 Million 0.3% of portfolio
280,890
Q1 2025 Added 16.64%
$368B
$63.4 Million 0.26% of portfolio
173,044
Q1 2025 Added 14.36%
$572B
$59.7 Million 0.25% of portfolio
170,214
Q1 2025 Added 25.19%
$241B
$58.6 Million 0.24% of portfolio
107,217
Q1 2025 Added 9.51%
$426B
$52 Million 0.22% of portfolio
313,411
Q1 2025 Added 12.92%
$122B
$48 Million 0.2% of portfolio
343,200
Q1 2025 Added 19.18%
$258B
$49 Million 0.2% of portfolio
558,467
Q1 2025 Added 49.31%
$17.7B
$46.3 Million 0.19% of portfolio
169,857
Q1 2025 Added 0.22%
$530B
$45.9 Million 0.19% of portfolio
83,677
Q1 2025 Added 23.07%
$104B
$42.8 Million 0.18% of portfolio
712,682
Q1 2025 Reduced 8.21%
$102B
$41.5 Million 0.17% of portfolio
61,612
Q1 2025 Added 4.28%
$58.7B
$41.9 Million 0.17% of portfolio
245,698
Q1 2025 Added 17.15%
$223B
$37.2 Million 0.16% of portfolio
377,369
Q1 2025 Added 9.08%
$1.27T
$38.9 Million 0.16% of portfolio
234,376
Q1 2025 Added 11.79%
$170B
$35.4 Million 0.15% of portfolio
92,251
Q1 2025 Added 10.39%
$169B
$36.7 Million 0.15% of portfolio
468,613
Q1 2025 Added 12.84%
$16.6B
$33.9 Million 0.14% of portfolio
73,816
Q1 2025 Added 3.0%
$166B
$31.8 Million 0.13% of portfolio
219,467
Q1 2025 Added 37.28%
$369B
$31.7 Million 0.13% of portfolio
186,038
Q1 2025 Reduced 44.2%
$260B
$32 Million 0.13% of portfolio
119,420
Q1 2025 Added 9.64%
$104B
$28.1 Million 0.12% of portfolio
129,220
Q1 2025 Added 10.54%
$182B
$28.4 Million 0.12% of portfolio
57,309
Q1 2025 Added 7.84%
$671B
$29.9 Million 0.12% of portfolio
213,773
Q1 2025 Added 59.46%
$171B
$27.7 Million 0.12% of portfolio
180,332
Q1 2025 Reduced 34.97%
$296B
$25.4 Million 0.11% of portfolio
151,682
Q1 2025 Added 7.6%
$280B
$25.6 Million 0.11% of portfolio
415,078
Q1 2025 Added 18.81%
$152B
$26.4 Million 0.11% of portfolio
97,024
Q1 2025 Added 52.19%
$302B
$27 Million 0.11% of portfolio
319,403
Q1 2025 Reduced 12.37%
$47.7B
$25.7 Million 0.11% of portfolio
245,903
Q1 2025 Added 18.97%
$236B
$24.4 Million 0.1% of portfolio
90,543
Q1 2025 Added 48.43%
$124B
$24.5 Million 0.1% of portfolio
121,660
Q1 2025 Added 11.91%
$151B
$24.6 Million 0.1% of portfolio
52,344
Q1 2025 Added 29.87%
$253B
$23.6 Million 0.1% of portfolio
95,010
Q1 2025 Added 0.49%
$221B
$24.6 Million 0.1% of portfolio
78,625
Q1 2025 Added 68.93%

Summary

  • Portfolio
  • No. of Stocks 2,791
  • Current Value $24 Billion
  • Prior Value $21.7 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 124 stocks
  • Additional Purchases 673 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 469 stocks
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