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
$48B
$1.72 Million 0.01% of portfolio
30,691
Q1 2025 Added 14.05%
$84.1B
$1.7 Million 0.01% of portfolio
9,320
Q1 2025 Added 5.76%
$11.1B
$3.14 Million 0.01% of portfolio
10,117
Q1 2025 Added 0.13%
$9.38B
$1.77 Million 0.01% of portfolio
20,047
Q1 2025 Added 6.28%
$47.1B
$2.32 Million 0.01% of portfolio
31,979
Q1 2025 Added 62.81%
$41.7B
$2.33 Million 0.01% of portfolio
16,096
Q1 2025 Added 229.7%
$83.5B
$2.24 Million 0.01% of portfolio
5,154
Q1 2025 Added 18.51%
$69.4B
$3.44 Million 0.01% of portfolio
26,810
Q1 2025 Reduced 3.29%
$70.6B
$3.34 Million 0.01% of portfolio
4,091
Q1 2025 Added 68.7%
$15.6B
$1.54 Million 0.01% of portfolio
22,287
Q1 2025 Reduced 4.6%
$42.7B
$1.66 Million 0.01% of portfolio
35,979
Q1 2025 Added 30.5%
$18.6B
$2.07 Million 0.01% of portfolio
17,237
Q1 2025 Added 5.16%
$19.7B
$1.23 Million 0.01% of portfolio
8,260
Q1 2025 Reduced 7.44%
$18B
$1.2 Million 0.01% of portfolio
4,523
Q1 2025 Reduced 3.33%
$38.5B
$1.52 Million 0.01% of portfolio
823
Q1 2025 Added 0.37%
$59.4B
$3.39 Million 0.01% of portfolio
13,921
Q1 2025 Added 13.74%
$44B
$3.47 Million 0.01% of portfolio
345,711
Q1 2025 Added 116.8%
$82.7B
$2.36 Million 0.01% of portfolio
24,467
Q1 2025 Added 46.87%
$63.5B
$3.52 Million 0.01% of portfolio
92,978
Q1 2025 Added 100.12%
$66B
$2.42 Million 0.01% of portfolio
7,018
Q1 2025 Added 17.32%
$28.6B
$1.32 Million 0.01% of portfolio
3,154
Q1 2025 Added 174.26%
$29.8B
$2.15 Million 0.01% of portfolio
36,041
Q1 2025 Reduced 12.14%
$75.6B
$2.31 Million 0.01% of portfolio
49,016
Q1 2025 Reduced 8.62%
$4.71B
$1.64 Million 0.01% of portfolio
16,703
Q1 2025 Added 0.97%
$26.3B
$2.61 Million 0.01% of portfolio
14,462
Q1 2025 Reduced 19.33%
$0
$1.87 Million 0.01% of portfolio
160,516
Q1 2025 Added 3.95%
$51.6B
$2.21 Million 0.01% of portfolio
2,235
Q1 2025 Reduced 8.78%
$6.95B
$2.87 Million 0.01% of portfolio
110,406
Q1 2025 Added 0.0%
$104B
$2.48 Million 0.01% of portfolio
7,166
Q1 2025 Added 2.02%
$25.4B
$2 Million 0.01% of portfolio
3,496
Q1 2025 Added 76.92%
$28.3B
$2.06 Million 0.01% of portfolio
7,779
Q1 2025 Added 4.56%
$18.1B
$2.83 Million 0.01% of portfolio
53,105
Q1 2025 Added 4.28%
$28.7B
$2.86 Million 0.01% of portfolio
33,259
Q1 2025 Added 26.52%
$75B
$1.56 Million 0.01% of portfolio
19,509
Q1 2025 Added 0.67%
$43.2B
$3.26 Million 0.01% of portfolio
22,914
Q1 2025 Added 8.89%
$51.7B
$1.39 Million 0.01% of portfolio
20,496
Q1 2025 Added 13.72%
$50.8B
$1.24 Million 0.01% of portfolio
5,947
Q1 2025 Added 39.57%
$5.06B
$1.51 Million 0.01% of portfolio
15,439
Q1 2025 Added 1.11%
$22.2B
$1.52 Million 0.01% of portfolio
11,272
Q1 2025 Added 1.95%
$27.9B
$1.24 Million 0.01% of portfolio
10,802
Q1 2025 Reduced 17.57%
$20.6B
$1.79 Million 0.01% of portfolio
25,487
Q1 2025 Added 12.42%
$86.8B
$1.88 Million 0.01% of portfolio
12,917
Q1 2025 Reduced 34.03%
$18B
$1.47 Million 0.01% of portfolio
17,919
Q1 2025 Added 1.2%
$338M
$2.17 Million 0.01% of portfolio
79,779
Q4 2024 New
$41B
$2.33 Million 0.01% of portfolio
48,164
Q1 2025 Reduced 3.73%
$856M
$3.29 Million 0.01% of portfolio
313,710
Q1 2025 Reduced 10.29%
$92B
$2.3 Million 0.01% of portfolio
4,935
Q1 2025 Added 168.21%
$50.8B
$1.81 Million 0.01% of portfolio
33,755
Q1 2025 Added 0.63%
$44.2B
$1.62 Million 0.01% of portfolio
21,327
Q1 2025 Added 523.78%

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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