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
$7.68B
$23.1 Million 0.1% of portfolio
932,386
Q1 2025 Added 3,886.43%
$223B
$24.6 Million 0.1% of portfolio
185,373
Q1 2025 Added 7.06%
$211B
$22.3 Million 0.09% of portfolio
168,172
Q1 2025 Added 17.24%
$178B
$21.2 Million 0.09% of portfolio
67,860
Q1 2025 Added 4.21%
$377B
$22.1 Million 0.09% of portfolio
528,771
Q1 2025 Added 3.46%
$123B
$22.3 Million 0.09% of portfolio
256,742
Q1 2025 Added 15.82%
$221B
$18.7 Million 0.08% of portfolio
56,757
Q1 2025 Added 23.85%
$305B
$18.4 Million 0.08% of portfolio
256,315
Q1 2025 Added 26.63%
$118B
$20.2 Million 0.08% of portfolio
192,446
Q1 2025 Added 3.98%
$8.88B
$18 Million 0.08% of portfolio
143,873
Q1 2025 Added 5.67%
$82.4B
$19.2 Million 0.08% of portfolio
70,565
Q1 2025 Added 1.33%
$15.8B
$18.9 Million 0.08% of portfolio
127,539
Q1 2025 Added 7.73%
$213B
$19 Million 0.08% of portfolio
30,981
Q1 2025 Added 4.55%
$207B
$20.4 Million 0.08% of portfolio
226,848
Q1 2025 Added 42.61%
$239B
$19.5 Million 0.08% of portfolio
167,250
Q1 2025 Added 121.65%
$3.96B
$18.9 Million 0.08% of portfolio
1,361,965
Q1 2025 Added 79.38%
$160B
$17.9 Million 0.07% of portfolio
57,526
Q1 2025 Added 2.78%
$192B
$16.5 Million 0.07% of portfolio
584,696
Q1 2025 Reduced 0.18%
$138B
$16.2 Million 0.07% of portfolio
94,791
Q1 2025 Reduced 1.36%
$142B
$16.5 Million 0.07% of portfolio
80,674
Q1 2025 Added 53.64%
$194B
$16.9 Million 0.07% of portfolio
21,283
Q1 2025 Reduced 2.0%
$177B
$17 Million 0.07% of portfolio
87,607
Q1 2025 Added 32.78%
$7.65B
$16.9 Million 0.07% of portfolio
12,763
Q1 2025 Added 0.12%
$167B
$16.2 Million 0.07% of portfolio
32,480
Q1 2025 Added 32.78%
$142B
$15.7 Million 0.07% of portfolio
128,875
Q1 2025 Reduced 0.12%
$119B
$16.6 Million 0.07% of portfolio
34,232
Q1 2025 Added 8.31%
$87.9B
$13.4 Million 0.06% of portfolio
91,155
Q1 2025 Reduced 2.51%
$150B
$13.9 Million 0.06% of portfolio
137,701
Q1 2025 Added 2.19%
$85.4B
$14.2 Million 0.06% of portfolio
129,408
Q1 2025 Added 3.33%
$133B
$14.8 Million 0.06% of portfolio
21,775
Q1 2025 Added 15.63%
$48.2M
$13.7 Million 0.06% of portfolio
2,892,662
Q1 2025 New
$105B
$14.6 Million 0.06% of portfolio
60,003
Q1 2025 Reduced 5.39%
$148B
$13.7 Million 0.06% of portfolio
192,553
Q1 2025 Added 8.13%
$147B
$14.7 Million 0.06% of portfolio
211,866
Q1 2025 Added 22.18%
$200B
$14.3 Million 0.06% of portfolio
95,604
Q1 2025 Added 7.69%
$108B
$15.2 Million 0.06% of portfolio
154,679
Q1 2025 Added 21.33%
$282B
$13.4 Million 0.06% of portfolio
50,214
Q1 2025 Added 18.77%
$172B
$13.8 Million 0.06% of portfolio
304,880
Q1 2025 Added 10.81%
$303B
$14.2 Million 0.06% of portfolio
197,330
Q1 2025 Added 43.62%
$73B
$14.2 Million 0.06% of portfolio
92,755
Q1 2025 Added 32.28%
$125B
$12.3 Million 0.05% of portfolio
40,358
Q1 2025 Added 29.92%
$226B
$11.3 Million 0.05% of portfolio
2,450
Q1 2025 Added 10.61%
$180B
$12.3 Million 0.05% of portfolio
173,649
Q1 2025 Added 26.01%
$101B
$10.8 Million 0.05% of portfolio
30,676
Q1 2025 Added 8.11%
$284B
$11.6 Million 0.05% of portfolio
57,797
Q1 2025 Added 18.28%
$160B
$12.4 Million 0.05% of portfolio
58,698
Q1 2025 Added 77.29%
$102B
$13.1 Million 0.05% of portfolio
75,934
Q1 2025 Added 52.2%
$123B
$12.1 Million 0.05% of portfolio
27,047
Q1 2025 Added 32.19%
$278B
$13.2 Million 0.05% of portfolio
83,085
Q1 2025 Added 8.06%

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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