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
$6.31B
$5.72 Million 0.02% of portfolio
103,748
Q1 2025 Added 0.06%
$59.7B
$4.22 Million 0.02% of portfolio
102,489
Q1 2025 Added 77.22%
$56.6B
$3.94 Million 0.02% of portfolio
6,283
Q1 2025 Added 0.26%
$67.2B
$5.34 Million 0.02% of portfolio
126,366
Q1 2025 Reduced 2.73%
$92.6B
$4.88 Million 0.02% of portfolio
21,088
Q1 2025 Added 4.79%
$46.4B
$4.5 Million 0.02% of portfolio
19,270
Q1 2025 Added 366.13%
$42.1B
$3.91 Million 0.02% of portfolio
24,872
Q1 2025 Added 28.09%
$17.1B
$5.71 Million 0.02% of portfolio
20,204
Q1 2025 Added 0.97%
$70.2B
$4.68 Million 0.02% of portfolio
28,445
Q1 2025 Added 39.61%
$15.9B
$2.47 Million 0.01% of portfolio
26,655
Q1 2025 Added 477.7%
$34.4B
$2.69 Million 0.01% of portfolio
23,009
Q1 2025 Added 11.29%
$15.9B
$1.41 Million 0.01% of portfolio
21,846
Q1 2025 Reduced 2.28%
$61.6B
$1.59 Million 0.01% of portfolio
18,342
Q1 2025 Reduced 1.37%
$73.4B
$2.37 Million 0.01% of portfolio
5,946
Q1 2025 Reduced 11.99%
$93.6B
$1.7 Million 0.01% of portfolio
12,448
Q1 2025 Added 164.18%
$1.93B
$1.51 Million 0.01% of portfolio
128,156
Q1 2025 Added 51.05%
$12B
$1.24 Million 0.01% of portfolio
23,794
Q1 2025 Added 0.07%
$21.7B
$1.64 Million 0.01% of portfolio
10,638
Q1 2025 Reduced 1.34%
$69.3B
$1.53 Million 0.01% of portfolio
400
Q1 2025 Reduced 3.85%
$79.1B
$3.17 Million 0.01% of portfolio
37,746
Q1 2025 Added 9.59%
$15.2B
$1.24 Million 0.01% of portfolio
16,808
Q1 2025 Reduced 4.47%
$0
$1.24 Million 0.01% of portfolio
122,263
Q4 2024 Reduced 7.13%
$0
$1.75 Million 0.01% of portfolio
176,289
Q4 2024 Reduced 5.21%
$5.27B
$2.59 Million 0.01% of portfolio
193,308
Q1 2025 Added 3.3%
$0
$1.34 Million 0.01% of portfolio
186,914
Q1 2025 Reduced 1.94%
$7.27B
$3.15 Million 0.01% of portfolio
21,125
Q1 2025 Reduced 6.19%
$36.6B
$3.15 Million 0.01% of portfolio
12,980
Q1 2025 Added 57.18%
$88B
$1.34 Million 0.01% of portfolio
5,269
Q1 2025 Reduced 11.85%
$69B
$2.88 Million 0.01% of portfolio
29,543
Q1 2025 Reduced 10.06%
$83.7B
$2.19 Million 0.01% of portfolio
12,195
Q1 2025 Added 5.34%
$64.3B
$2.98 Million 0.01% of portfolio
46,938
Q1 2025 Added 103.25%
$24.3B
$2.01 Million 0.01% of portfolio
12,560
Q1 2025 Reduced 19.03%
$61.6B
$2.58 Million 0.01% of portfolio
7,011
Q1 2025 Reduced 8.33%
$23.7B
$1.82 Million 0.01% of portfolio
12,325
Q1 2025 Reduced 2.31%
$611M
$2.18 Million 0.01% of portfolio
323,986
Q1 2025 Reduced 0.01%
$54.1B
$1.75 Million 0.01% of portfolio
15,566
Q1 2025 Added 394.32%
$99.9B
$1.71 Million 0.01% of portfolio
6,428
Q1 2025 Added 9.64%
$39.1B
$1.52 Million 0.01% of portfolio
19,820
Q1 2025 Added 3.7%
$0
$1.46 Million 0.01% of portfolio
116,600
Q3 2024 Reduced 0.43%
$8.17B
$1.55 Million 0.01% of portfolio
26,202
Q1 2025 Reduced 2.13%
$10.9B
$1.3 Million 0.01% of portfolio
22,913
Q1 2025 Added 32.39%
$52.6B
$1.41 Million 0.01% of portfolio
22,355
Q1 2025 Added 11.55%
$6.53B
$1.64 Million 0.01% of portfolio
3,173
Q1 2025 New
$72.5B
$1.87 Million 0.01% of portfolio
63,522
Q1 2025 Added 16.4%
$83.1B
$2.16 Million 0.01% of portfolio
31,952
Q1 2025 Reduced 17.52%
$32.1B
$1.31 Million 0.01% of portfolio
14,423
Q1 2025 Added 8.87%
$36.1B
$3.26 Million 0.01% of portfolio
74,813
Q1 2025 Reduced 0.4%
$21.5B
$1.34 Million 0.01% of portfolio
35,846
Q1 2025 Added 20.91%
$32.5B
$1.26 Million 0.01% of portfolio
18,460
Q1 2025 Added 22.29%

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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