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
$8.05B
$1.74 Million 0.01% of portfolio
21,996
Q1 2025 Reduced 1.81%
$4.41B
$1.34 Million 0.01% of portfolio
27,225
Q1 2025 Reduced 2.09%
$62.5B
$1.5 Million 0.01% of portfolio
6,340
Q1 2025 Reduced 21.82%
$246B
$1.8 Million 0.01% of portfolio
16,120
Q1 2025 Reduced 0.36%
$0
$1.27 Million 0.01% of portfolio
102,622
Q1 2025 Added 4.06%
$0
$2.44 Million 0.01% of portfolio
218,014
Q1 2025 Added 0.02%
$0
$1.61 Million 0.01% of portfolio
132,003
Q3 2024 Reduced 1.26%
$0
$3.19 Million 0.01% of portfolio
401,233
Q4 2024 Added 1.08%
$23.9B
$1.96 Million 0.01% of portfolio
270
Q1 2025 Added 5.47%
$14.4B
$2.9 Million 0.01% of portfolio
34,949
Q1 2025 Added 70.71%
$36.3B
$2.33 Million 0.01% of portfolio
23,498
Q1 2025 Added 33.25%
$10.2B
$1.83 Million 0.01% of portfolio
42,644
Q1 2025 Added 0.08%
$32.7B
$1.36 Million 0.01% of portfolio
13,928
Q1 2025 Added 7.07%
$10.5B
$1.28 Million 0.01% of portfolio
6,853
Q1 2025 Added 20.72%
$85.4B
$2.75 Million 0.01% of portfolio
42,157
Q1 2025 Added 41.99%
$0
$1.73 Million 0.01% of portfolio
246,312
Q4 2023 New
$0
$2.82 Million 0.01% of portfolio
142,581
Q1 2025 Added 226.26%
$0
$1.89 Million 0.01% of portfolio
233,467
Q4 2024 Reduced 4.56%
$4.3B
$1.48 Million 0.01% of portfolio
5,967
Q1 2025 Added 42.58%
$79.2B
$1.97 Million 0.01% of portfolio
11,223
Q1 2025 Added 0.7%
$27.3B
$1.24 Million 0.01% of portfolio
11,324
Q1 2025 Added 6.47%
$26.2B
$3.26 Million 0.01% of portfolio
90,277
Q1 2025 Reduced 47.44%
$38.4B
$3.13 Million 0.01% of portfolio
28,021
Q1 2025 Added 81.54%
$49.8B
$1.56 Million 0.01% of portfolio
5,212
Q1 2025 Added 21.27%
$3.37B
$1.85 Million 0.01% of portfolio
37,264
Q1 2025 Reduced 0.03%
$12.3B
$1.82 Million 0.01% of portfolio
8,224
Q1 2025 Reduced 19.46%
$34.8B
$2.54 Million 0.01% of portfolio
43,748
Q1 2025 Added 12.44%
$59B
$2.67 Million 0.01% of portfolio
4,208
Q1 2025 Added 81.85%
$75.9B
$2.99 Million 0.01% of portfolio
12,339
Q1 2025 Added 15.89%
$97.3B
$2.87 Million 0.01% of portfolio
47,766
Q1 2025 Reduced 0.23%
$24.1B
$1.47 Million 0.01% of portfolio
82,451
Q1 2025 New
$41.2B
$3.11 Million 0.01% of portfolio
12,031
Q1 2025 Added 147.3%
$11B
$2.19 Million 0.01% of portfolio
31,120
Q1 2025 Reduced 51.18%
$361B
$1.44 Million 0.01% of portfolio
5,375
Q1 2025 Added 12.24%
$303M
$3.3 Million 0.01% of portfolio
130,128
Q1 2025 Added 37.0%
$3.74B
$1.23 Million 0.01% of portfolio
22,340
Q1 2025 New
$232M
$2.63 Million 0.01% of portfolio
889,570
Q4 2024 Reduced 0.16%
$167M
$1.54 Million 0.01% of portfolio
123,038
Q1 2025 Added 10.96%
$256B
$2.79 Million 0.01% of portfolio
38,053
Q1 2025 Added 38.07%
$5.42B
$1.27 Million 0.01% of portfolio
15,517
Q1 2025 New
$53.3B
$3.1 Million 0.01% of portfolio
18,689
Q1 2025 Added 17.48%
$0
$1.55 Million 0.01% of portfolio
69,046
Q1 2025 Added 13.61%
$67.7B
$3.43 Million 0.01% of portfolio
23,443
Q1 2025 Added 9.58%
$3.96B
$1.39 Million 0.01% of portfolio
17,794
Q1 2025 Added 0.16%
$139B
$1.3 Million 0.01% of portfolio
2,364
Q1 2025 Added 332.97%
$6.09B
$2.98 Million 0.01% of portfolio
150,848
Q1 2025 Added 10.6%
$17.2B
$1.46 Million 0.01% of portfolio
14,891
Q1 2025 Reduced 15.15%
$246M
$2.9 Million 0.01% of portfolio
73,455
Q1 2025 New
$1.15B
$3.57 Million 0.01% of portfolio
169,837
Q4 2024 Added 12.99%

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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