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
$57.9B
$10.8 Million 0.05% of portfolio
18,364
Q1 2025 Added 55.02%
$88.1B
$13.1 Million 0.05% of portfolio
37,503
Q1 2025 Added 36.08%
$147B
$12.8 Million 0.05% of portfolio
34,277
Q1 2025 Reduced 2.96%
$114B
$10.2 Million 0.04% of portfolio
33,645
Q1 2025 Added 30.18%
$27.7B
$8.56 Million 0.04% of portfolio
46,651
Q1 2025 Reduced 57.21%
$29.2B
$9.98 Million 0.04% of portfolio
254,613
Q1 2025 Reduced 0.14%
$43.2B
$8.92 Million 0.04% of portfolio
41,095
Q1 2025 Reduced 10.6%
$59.6B
$8.9 Million 0.04% of portfolio
136,509
Q1 2025 Added 1.78%
$79.2B
$8.65 Million 0.04% of portfolio
34,881
Q1 2025 Added 3.8%
$127B
$9.05 Million 0.04% of portfolio
78,308
Q1 2025 Added 183.22%
$12.9B
$9.03 Million 0.04% of portfolio
172,338
Q1 2025 Added 10.47%
$138B
$9.56 Million 0.04% of portfolio
377,117
Q1 2025 Added 12.43%
$56.9B
$10.6 Million 0.04% of portfolio
41,623
Q1 2025 Added 714.86%
$171B
$9.08 Million 0.04% of portfolio
17,879
Q1 2025 Added 38.89%
$49.2B
$9.12 Million 0.04% of portfolio
218,117
Q1 2025 Added 7.74%
$37.7B
$8.5 Million 0.04% of portfolio
42,384
Q1 2025 Reduced 7.13%
$72.6B
$9.73 Million 0.04% of portfolio
88,461
Q1 2025 Added 8.88%
$55.8B
$8.41 Million 0.04% of portfolio
63,699
Q1 2025 Added 110.44%
$259B
$7.95 Million 0.03% of portfolio
77,415
Q1 2025 Reduced 59.93%
$311B
$7.48 Million 0.03% of portfolio
56,579
Q1 2025 Added 23.05%
$0
$6.37 Million 0.03% of portfolio
586,348
Q1 2025 Added 0.65%
$52.2B
$7.15 Million 0.03% of portfolio
34,519
Q1 2025 Added 1.27%
$0
$8.02 Million 0.03% of portfolio
361,855
Q1 2025 Added 2.34%
$296B
$7.02 Million 0.03% of portfolio
10,588
Q1 2025 Added 37.42%
$215B
$6.04 Million 0.03% of portfolio
82,241
Q1 2025 Added 208.56%
$426B
$6.39 Million 0.03% of portfolio
8
Q1 2025 Added 33.33%
$102B
$7.03 Million 0.03% of portfolio
115,337
Q1 2025 Added 3.02%
$1.48B
$6.44 Million 0.03% of portfolio
128,337
Q1 2025 Added 48.28%
$153B
$6.18 Million 0.03% of portfolio
167,532
Q1 2025 Reduced 4.32%
$45.8B
$6.66 Million 0.03% of portfolio
145,552
Q1 2025 Added 1.57%
$37.3B
$7.63 Million 0.03% of portfolio
102,218
Q1 2025 Reduced 4.12%
$76.7B
$7.65 Million 0.03% of portfolio
30,186
Q1 2025 Added 63.83%
$54.1B
$6.5 Million 0.03% of portfolio
349,410
Q1 2025 Added 8.94%
$68B
$6.9 Million 0.03% of portfolio
202,013
Q1 2025 Added 2.86%
$27.7B
$7.34 Million 0.03% of portfolio
43,678
Q1 2025 Reduced 7.77%
$136B
$7.8 Million 0.03% of portfolio
69,646
Q1 2025 Added 9.24%
$48B
$7.07 Million 0.03% of portfolio
206,564
Q1 2025 Added 0.06%
$136B
$7.11 Million 0.03% of portfolio
30,478
Q1 2025 Reduced 4.78%
$11.6B
$7.07 Million 0.03% of portfolio
259,593
Q1 2025 Reduced 4.97%
$80.6B
$8.08 Million 0.03% of portfolio
15,772
Q1 2025 Added 8.29%
$98.3B
$7.11 Million 0.03% of portfolio
63,560
Q1 2025 Added 50.24%
$24B
$7.19 Million 0.03% of portfolio
100,807
Q1 2025 Reduced 1.45%
$102B
$7.81 Million 0.03% of portfolio
84,942
Q1 2025 Added 8.71%
$179B
$8.17 Million 0.03% of portfolio
112,186
Q1 2025 Added 117.65%
$64.1B
$4.78 Million 0.02% of portfolio
42,964
Q1 2025 Added 2.8%
$65.1B
$4.27 Million 0.02% of portfolio
14,482
Q1 2025 Added 6.45%
$55.6B
$5.38 Million 0.02% of portfolio
45,022
Q1 2025 Added 56.81%
$54.4B
$4.22 Million 0.02% of portfolio
38,646
Q1 2025 Added 105.16%
$57.6B
$5.09 Million 0.02% of portfolio
10,508
Q1 2025 Added 0.18%

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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