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
$60.6B
$5.79 Million 0.02% of portfolio
88,292
Q1 2025 Added 181.08%
$53.1B
$4.79 Million 0.02% of portfolio
19,503
Q1 2025 Added 26.86%
$51.6B
$5.57 Million 0.02% of portfolio
24,299
Q1 2025 Reduced 1.24%
$18.5B
$5.89 Million 0.02% of portfolio
43,045
Q1 2025 Added 3.48%
$41.8B
$5.13 Million 0.02% of portfolio
37,241
Q1 2025 Added 83.89%
$25.2B
$5.28 Million 0.02% of portfolio
23,337
Q1 2025 Added 0.15%
$57.9B
$4.71 Million 0.02% of portfolio
20,375
Q1 2025 Reduced 1.06%
$23.6B
$4.05 Million 0.02% of portfolio
36,813
Q1 2025 Reduced 1.15%
$22.5B
$4.17 Million 0.02% of portfolio
20,277
Q1 2025 Added 13.85%
$72.8B
$4.87 Million 0.02% of portfolio
52,007
Q1 2025 Added 3.69%
$35.7B
$5.38 Million 0.02% of portfolio
48,623
Q1 2025 Added 7.18%
$102B
$4.29 Million 0.02% of portfolio
21,281
Q1 2025 Reduced 1.93%
$49.1B
$4.19 Million 0.02% of portfolio
13,363
Q1 2025 Reduced 7.8%
$45.7B
$4.02 Million 0.02% of portfolio
31,614
Q1 2025 Added 10.61%
$26.1B
$3.96 Million 0.02% of portfolio
28,653
Q1 2025 Added 567.75%
$90.4B
$4.62 Million 0.02% of portfolio
37,917
Q1 2025 Added 14.43%
$79.5B
$4.21 Million 0.02% of portfolio
33,646
Q1 2025 Added 15.55%
$11.8B
$3.89 Million 0.02% of portfolio
29,565
Q1 2025 Added 0.43%
$2.65B
$4.09 Million 0.02% of portfolio
270,383
Q1 2025 Added 26.01%
$46.1B
$5.3 Million 0.02% of portfolio
33,187
Q1 2025 Added 74.11%
$78.4B
$3.88 Million 0.02% of portfolio
29,880
Q1 2025 Added 1,383.61%
$93.6B
$5.35 Million 0.02% of portfolio
235,632
Q1 2025 Added 9.1%
$0
$4.37 Million 0.02% of portfolio
340,494
Q1 2025 Reduced 0.3%
$29.2B
$3.77 Million 0.02% of portfolio
25,173
Q1 2025 Reduced 0.59%
$61.8B
$4.36 Million 0.02% of portfolio
152,971
Q1 2025 Reduced 12.43%
$1.4B
$4.47 Million 0.02% of portfolio
391,901
Q1 2025 Added 10.58%
$88.1B
$3.9 Million 0.02% of portfolio
16,379
Q1 2025 Added 37.06%
$61.4B
$5.07 Million 0.02% of portfolio
82,273
Q1 2025 Added 13.89%
$119B
$4.61 Million 0.02% of portfolio
51,298
Q1 2025 Added 14.94%
$118B
$4.68 Million 0.02% of portfolio
2,399
Q1 2025 Added 160.76%
$61.7B
$4.09 Million 0.02% of portfolio
50,994
Q1 2025 Added 162.13%
$12.6B
$4.38 Million 0.02% of portfolio
154,388
Q1 2025 Added 14.77%
$95.7B
$4.57 Million 0.02% of portfolio
67,351
Q1 2025 Reduced 8.43%
$31.1B
$3.65 Million 0.02% of portfolio
62,297
Q1 2025 Added 73.15%
$70.3B
$5.78 Million 0.02% of portfolio
13,205
Q1 2025 Added 120.16%
$23.3B
$5.55 Million 0.02% of portfolio
63,155
Q1 2025 Added 3.92%
$91.9B
$4.06 Million 0.02% of portfolio
63,990
Q1 2025 Reduced 10.95%
$0
$4.13 Million 0.02% of portfolio
400,576
Q2 2024 Reduced 26.12%
$0
$4.71 Million 0.02% of portfolio
413,884
Q2 2024 Reduced 2.18%
$59B
$3.78 Million 0.02% of portfolio
19,869
Q1 2025 Added 123.57%
$25.7B
$5.18 Million 0.02% of portfolio
127,342
Q1 2025 Added 9.3%
$7.11B
$4.72 Million 0.02% of portfolio
96,493
Q1 2025 Added 126.14%
$5.75B
$4.43 Million 0.02% of portfolio
3,094
Q1 2025 Added 63.53%
$92.9B
$4.02 Million 0.02% of portfolio
6,611
Q1 2025 Added 5.24%
$60.2B
$5.93 Million 0.02% of portfolio
48,015
Q1 2025 Added 2.73%
$145B
$4.32 Million 0.02% of portfolio
15,271
Q1 2025 Reduced 34.92%
$0
$4.86 Million 0.02% of portfolio
149,372
Q1 2025 Added 7.41%
$10.2B
$4.29 Million 0.02% of portfolio
26,263
Q1 2025 Reduced 0.24%
$151B
$4.39 Million 0.02% of portfolio
45,949
Q1 2025 Added 82.15%

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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