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
$31.6B
$1.76 Million 0.01% of portfolio
33,268
Q1 2025 Reduced 17.46%
$90.1B
$2.12 Million 0.01% of portfolio
4,951
Q1 2025 Added 20.96%
$39.5B
$1.6 Million 0.01% of portfolio
21,371
Q1 2025 Added 5.4%
$26.2B
$1.23 Million 0.01% of portfolio
2,471
Q1 2025 Reduced 10.5%
$14.5B
$1.8 Million 0.01% of portfolio
21,740
Q1 2025 Reduced 17.58%
$36.2B
$1.26 Million 0.01% of portfolio
23,018
Q1 2025 Added 47.69%
$104B
$2.93 Million 0.01% of portfolio
8,684
Q1 2025 Added 7.02%
$86.5B
$2.66 Million 0.01% of portfolio
1,926
Q1 2025 Added 155.78%
$61.4B
$2.13 Million 0.01% of portfolio
8,047
Q1 2025 Added 21.23%
$20.3B
$2.64 Million 0.01% of portfolio
40,198
Q1 2025 Reduced 24.13%
$21.9B
$1.58 Million 0.01% of portfolio
16,149
Q1 2025 Added 1.94%
$15.6B
$1.4 Million 0.01% of portfolio
22,001
Q1 2025 Reduced 0.47%
$75.8B
$2.06 Million 0.01% of portfolio
17,577
Q1 2025 Added 11.02%
$0
$1.21 Million 0.01% of portfolio
209,747
Q1 2025 Reduced 22.78%
$35B
$1.33 Million 0.01% of portfolio
5,686
Q1 2025 Added 295.14%
$38.7B
$2.01 Million 0.01% of portfolio
11,067
Q1 2025 Reduced 15.45%
$33.5B
$2.45 Million 0.01% of portfolio
22,506
Q1 2025 Added 24.03%
$70.8B
$2.9 Million 0.01% of portfolio
48,546
Q1 2025 Added 22.85%
$3.12B
$2.57 Million 0.01% of portfolio
51,272
Q1 2025 Reduced 11.24%
$0
$1.46 Million 0.01% of portfolio
247,782
Q1 2025 Reduced 0.12%
$38.1B
$1.87 Million 0.01% of portfolio
26,428
Q1 2025 Added 6.05%
$4.39B
$1.7 Million 0.01% of portfolio
25,407
Q1 2025 New
$19.9B
$2.39 Million 0.01% of portfolio
21,122
Q1 2025 Reduced 11.21%
-
$0 0.0% of portfolio
-
Q4 2023 New
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 60.0%
$4.62B
$213,000 0.0% of portfolio
2,796
Q1 2025 Reduced 64.11%
$0
$221,000 0.0% of portfolio
26,400
Q2 2024 Added 17.99%
$5.21B
$569,000 0.0% of portfolio
10,417
Q1 2025 Reduced 4.91%
$2.57B
$898,000 0.0% of portfolio
47,328
Q1 2025 Added 0.97%
$1.76B
$269,000 0.0% of portfolio
2,724
Q1 2025 Added 1.98%
$740M
$791,000 0.0% of portfolio
90,810
Q1 2025 Reduced -0.0%
$28B
$258,000 0.0% of portfolio
2,527
Q1 2025 Reduced 35.25%
$5.12B
$106,000 0.0% of portfolio
11,145
Q1 2025 Reduced 47.53%
$8.87B
$516,000 0.0% of portfolio
7,167
Q1 2025 Reduced 14.41%
$10.8B
$1.11 Million 0.0% of portfolio
50,606
Q1 2025 Reduced 49.68%
$5.29B
$631,000 0.0% of portfolio
20,720
Q1 2025 Reduced 3.99%
$42.6B
$258,000 0.0% of portfolio
2,726
Q1 2025 Reduced 60.02%
$12.9B
$516,000 0.0% of portfolio
5,580
Q1 2025 Added 0.96%
$15B
$251,000 0.0% of portfolio
1,585
Q1 2025 Reduced 23.83%
$13.5B
$308,000 0.0% of portfolio
2,366
Q1 2025 Reduced 5.81%
$3.98B
$584,000 0.0% of portfolio
15,269
Q1 2025 Reduced 75.67%
$8.56B
$228,000 0.0% of portfolio
2,391
Q1 2025 New
$0
$384,000 0.0% of portfolio
56,161
Q3 2024 Reduced 1.92%
$12.1B
$242,000 0.0% of portfolio
6,641
Q1 2025 Added 2.88%
$738M
$301,000 0.0% of portfolio
113,463
Q2 2021 Reduced 22.53%
$20M
$8,000 0.0% of portfolio
13,220
Q4 2024 New
$6.37B
$91,000 0.0% of portfolio
10,259
Q1 2025 Reduced 40.54%
$25.1B
$1.1 Million 0.0% of portfolio
11,004
Q1 2025 Reduced 6.08%
$325M
$679,000 0.0% of portfolio
90,648
Q1 2025 Added 4.01%

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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