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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
PFFD Global X Fds U S Pfd ETF (De) ETFs	$0	$28.4 Million 0.12% of portfolio	1,492,124	Q1 2025 Added 10.54%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$29.3 Million 0.12% of portfolio	279,803	Q1 2025 Reduced 2.7%
IEI Ishares Barclays 3 7 Yr Treas ETFs	$0	$28.1 Million 0.12% of portfolio	237,521	Q1 2025 Reduced 25.8%
XLK Technology Sector Spdr ETFs	$0	$28.8 Million 0.12% of portfolio	139,569	Q1 2025 Added 15.0%
XLU Utilities Sector Spdr ETFs	$0	$29.4 Million 0.12% of portfolio	373,153	Q1 2025 Added 37.32%
FMAT Fidelity Covington Tr Msci Mat ETFs	$0	$26.4 Million 0.11% of portfolio	546,395	Q1 2025 Added 3.82%
FUTY Fidelity Covington Tr Msci Uti ETFs	$0	$26.1 Million 0.11% of portfolio	513,029	Q1 2025 Reduced 6.57%
IWD Ishares Russell 1000 Val ETF ETFs	$0	$26.8 Million 0.11% of portfolio	142,547	Q1 2025 Added 0.26%
XLC Select Sector Spdr Tr Communic ETFs	$0	$26.2 Million 0.11% of portfolio	272,052	Q1 2025 Added 5.2%
VXF Vanguard Extended Market ETF ETFs	$0	$27.3 Million 0.11% of portfolio	158,297	Q1 2025 Reduced 2.67%
VONG Vanguard Russell 1000 Growth E ETFs	$0	$25.6 Million 0.11% of portfolio	275,987	Q1 2025 Reduced 1.71%
WTV Wisdomtree Tr Wisdomtree U.S. ETFs	$0	$26.6 Million 0.11% of portfolio	323,200	Q1 2025 Added 79.62%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$22.9 Million 0.1% of portfolio	393,098	Q1 2025 Reduced 3.03%
IBDU Ishares Tr Ibonds Dec 2029 Ter ETFs	$0	$23.9 Million 0.1% of portfolio	1,034,209	Q1 2025 Added 56.22%
IJJ Ishares S&P Midcap 400 Value E ETFs	$0	$22.9 Million 0.1% of portfolio	190,887	Q1 2025 Reduced 3.73%
XLY Select Sector Spdr Consumer Di ETFs	$0	$23.6 Million 0.1% of portfolio	119,502	Q1 2025 Added 287.54%
VUG Vanguard Growth ETF ETFs	$0	$25.2 Million 0.1% of portfolio	67,983	Q1 2025 Added 2.8%
IWP Ishares Russell Mid Cap Growth ETFs	$0	$21.2 Million 0.09% of portfolio	180,119	Q1 2025 Added 10.6%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$20.5 Million 0.09% of portfolio	38,400	Q1 2025 Reduced 1.97%
VONV Vanguard Russell 1000 Value Et ETFs	$0	$20.8 Million 0.09% of portfolio	251,768	Q1 2025 Reduced 1.02%
VTWO Vanguard Russell 2000 ETF ETFs	$0	$22.2 Million 0.09% of portfolio	275,137	Q1 2025 Reduced 3.86%
VFH Vanguard Financial ETF ETFs	$0	$20.7 Million 0.09% of portfolio	173,524	Q1 2025 Added 14.44%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$18.3 Million 0.08% of portfolio	105,450	Q1 2025 Added 3.29%
MUB Ishares National Muni Bond ETF ETFs	$0	$18.1 Million 0.08% of portfolio	171,908	Q1 2025 Reduced 8.26%
ACWI Ishares Msci Acwi ETF ETFs	$0	$18.8 Million 0.08% of portfolio	161,951	Q1 2025 Reduced 2.45%
MTUM Ishares Msci Usa Momentum Fact ETFs	$0	$19.8 Million 0.08% of portfolio	98,104	Q1 2025 Added 145.16%
GSLC Goldman Sachs ETF Tr Activebet ETFs	$0	$15.7 Million 0.07% of portfolio	142,206	Q1 2025 Added 1.44%
SPLV Invesco ETF Tr Ii S&P 500 Low ETFs	$0	$17 Million 0.07% of portfolio	228,155	Q1 2025 Reduced 3.01%
IJK Ishares S&P Midcap 400 Growth ETFs	$0	$16.8 Million 0.07% of portfolio	201,574	Q1 2025 Reduced 26.78%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$16.4 Million 0.07% of portfolio	760,179	Q1 2025 Reduced 4.24%
VT Vanguard Total World Stk Index ETFs	$0	$17.7 Million 0.07% of portfolio	152,745	Q1 2025 Reduced 14.86%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$15.7 Million 0.07% of portfolio	259,063	Q1 2025 Reduced 7.06%
VIG Vanguard Dividend Appreciation ETFs	$0	$16.2 Million 0.07% of portfolio	89,002	Q1 2025 Reduced 1.01%
SPHQ Invesco Exchange Traded Fd Tr ETFs	$0	$14.7 Million 0.06% of portfolio	222,190	Q1 2025 Added 1.08%
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$14.1 Million 0.06% of portfolio	139,695	Q1 2025 Added 30.72%
SLQD Ishares 0 5 Year Investment Gr ETFs	$0	$13.8 Million 0.06% of portfolio	273,928	Q1 2025 Reduced 1.21%
IBDW Ishares Tr Ibonds Dec 2031 Ter	$0	$14.7 Million 0.06% of portfolio	710,685	Q1 2025 Reduced 19.67%
JMST Jp Morgan Ultra Short Mun Inco ETFs	$0	$14.8 Million 0.06% of portfolio	290,330	Q1 2025 Added 160.03%
ANGL Vaneck ETF Tr Fallen Angel Hig ETFs	$0	$14.2 Million 0.06% of portfolio	490,654	Q1 2025 Added 123.44%
VB Vanguard Small Cap ETF ETFs	$0	$14.2 Million 0.06% of portfolio	64,191	Q1 2025 Added 4.48%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$14.1 Million 0.06% of portfolio	285,156	Q1 2025 Reduced 20.41%
VIS Vanguard Industrial ETF ETFs	$0	$13.2 Million 0.06% of portfolio	53,370	Q1 2025 Added 7.9%
VCR Vanguard Consumer Discretionar ETFs	$0	$15.2 Million 0.06% of portfolio	46,641	Q1 2025 Added 11.37%
VHT Vanguard Health Care ETF ETFs	$0	$14.9 Million 0.06% of portfolio	56,261	Q1 2025 Added 5.36%
DON Wisdomtree Tr U.S. Midcap Divi ETFs	$0	$14 Million 0.06% of portfolio	283,307	Q1 2025 Reduced 2.36%
USRT Ishares Core U.S. Reit ETF ETFs	$0	$12 Million 0.05% of portfolio	208,465	Q1 2025 Added 48.68%
IEFA Ishares Tr ETFs	$0	$11.5 Million 0.05% of portfolio	151,797	Q1 2025 Added 164.15%
DVY Ishares Tr ETFs	$0	$11.8 Million 0.05% of portfolio	87,968	Q1 2025 Reduced 0.44%
XLV Select Sector Spdr Fund Health ETFs	$0	$12.1 Million 0.05% of portfolio	82,643	Q1 2025 Added 15.42%
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$12.4 Million 0.05% of portfolio	58,758	Q1 2025 Added 7.67%

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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Lido Advisors, LLC Portfolio Holdings