Lido Advisors, LLC Portfolio Holdings
Lido Advisors, LLC
- $20.3 Billion
- Q3 2024
Lido Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $20.3 Billion distributed in 2469 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 $1.22B, Invesco Et Self Idxd Fd Tr Bul with a value of $1.02B, Invesco Et Seld Idxd Fd Tr Bul with a value of $947M, Apple Inc. with a value of $691M, and Invesco Et Self Idxd Fd Tr Bul with a value of $625M.
Examining the 13F form we can see an increase of $2.5B in the current position value, from $17.8B to 20.3B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 2,469
- Current Value $20.3 Billion
- Prior Value $17.8 Billion
- Filing
- Period Q3 2024
- Filing Date November 14, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 131 stocks
- Additional Purchases 545 stocks
- Sold out of 0 stocks
- Reduced holdings in 488 stocks