Lido Advisors, LLC Portfolio Holdings

Lido Advisors, LLC

  • $25.9 Billion
  • Q2 2025

Lido Advisors, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $25.9 Billion distributed in 3046 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 $1.87B, Invesco Et Self Idxd Fd Tr Bul with a value of $1.21B, Invesco Et Self Idxd Fd Tr Bul with a value of $974M, Apple Inc. with a value of $797M, and Nvidia Corp with a value of $731M.

Examining the 13F form we can see an increase of $1.91B in the current position value, from $24B to 25.9B.

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 $25.9 Billion
ETFs: $17.6 Billion
Technology: $3.75 Billion
Financial Services: $977 Million
Consumer Cyclical: $786 Million
Communication Services: $695 Million
Healthcare: $673 Million
Industrials: $527 Million
Consumer Defensive: $358 Million
Other: $531 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$324B
$7.48 Million 0.03% of portfolio
65,967
Q2 2025 Added 16.59%
$233B
$5.85 Million 0.02% of portfolio
83,744
Q2 2025 Added 1.83%
$423B
$5.1 Million 0.02% of portfolio
7
Q2 2025 Reduced 12.5%
$257B
$3.63 Million 0.01% of portfolio
30,001
Q2 2025 Added 86.11%
$323B
$3.8 Million 0.01% of portfolio
12,485
Q2 2025 Added 132.28%
$258B
$2.86 Million 0.01% of portfolio
40,638
Q2 2025 Added 6.79%
$259B
$380,000 0.0% of portfolio
6,267
Q2 2025 Added 3.11%
$265B
$491,000 0.0% of portfolio
2,852
Q2 2025 Added 30.89%

Summary

  • Portfolio
  • No. of Stocks 3,046
  • Current Value $25.9 Billion
  • Prior Value $24 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 189 stocks
  • Additional Purchases 672 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 472 stocks
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