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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
F Ford Motor CO Consumer Cyclical	$46B	$2.23 Million 0.01% of portfolio	205,773	Q2 2025 Reduced 40.48%
FCX Freeport Mcmoran Inc Basic Materials	$64.4B	$2.19 Million 0.01% of portfolio	50,458	Q2 2025 Reduced 45.73%
FSK Fs Kkr Capital Corp Financial Services	$0	$2.17 Million 0.01% of portfolio	104,749	Q2 2025 New
AJG Arthur J. Gallagher & Co. Financial Services	$61.6B	$2.87 Million 0.01% of portfolio	8,963	Q2 2025 Added 27.71%
GRMN Garmin LTD Technology	$44.9B	$1.42 Million 0.01% of portfolio	6,812	Q2 2025 Reduced 83.42%
IT Gartner Inc Technology	$20.1B	$2.24 Million 0.01% of portfolio	5,540	Q2 2025 Added 75.65%
GIS General Mills Inc Consumer Defensive	$29.2B	$1.91 Million 0.01% of portfolio	36,900	Q2 2025 Added 2.38%
GM General Motors CO Consumer Cyclical	$83.4B	$2.41 Million 0.01% of portfolio	49,028	Q2 2025 Added 0.02%
GKOS Glaukos Corp Healthcare	$3.91B	$1.8 Million 0.01% of portfolio	17,423	Q2 2025 Added 4.31%
SNSR Global X Fds Internet Of Thing ETFs	$0	$1.88 Million 0.01% of portfolio	49,821	Q2 2025 Reduced 28.61%
PAVE Global X Fds Us Infrastructure ETFs	$0	$1.37 Million 0.01% of portfolio	31,450	Q2 2025 Reduced 19.4%
GL Globe Life Inc. Financial Services	$13.9B	$3.66 Million 0.01% of portfolio	29,428	Q2 2025 Reduced 0.46%
GSBD Goldman Sachs Bdc, Inc. Financial Services	$0	$2.51 Million 0.01% of portfolio	222,869	Q2 2025 Added 38.85%
GWW W.W. Grainger, Inc. Industrials	$50.4B	$3.29 Million 0.01% of portfolio	3,159	Q2 2025 Added 41.34%
GPK Graphic Packaging Holding CO Consumer Cyclical	$6.14B	$2.32 Million 0.01% of portfolio	110,171	Q2 2025 Reduced 0.21%
HCA Hca Healthcare, Inc. Healthcare	$115B	$2.53 Million 0.01% of portfolio	6,603	Q2 2025 Reduced 7.86%
HSY Hershey CO Consumer Defensive	$28.1B	$1.3 Million 0.01% of portfolio	7,836	Q2 2025 Added 29.37%
HLT Hilton Worldwide Holdings Inc. Consumer Cyclical	$72.1B	$1.72 Million 0.01% of portfolio	6,473	Q2 2025 Added 25.2%
HPQ Hp Inc Technology	$28.9B	$1.62 Million 0.01% of portfolio	66,261	Q2 2025 Added 103.03%
HUBS Hubspot Inc Technology	$24.4B	$1.97 Million 0.01% of portfolio	3,533	Q2 2025 Added 1.06%
HUM Humana Inc Healthcare	$34.1B	$2.12 Million 0.01% of portfolio	8,657	Q2 2025 Added 11.29%
IP International Paper CO Consumer Cyclical	$16.7B	$2.26 Million 0.01% of portfolio	48,255	Q2 2025 Reduced 9.13%
GTO Invesco Actively Managed ETF T ETFs	$0	$1.97 Million 0.01% of portfolio	42,117	Q2 2025 Reduced 8.49%
PHB Invesco Fd Tr Ii Fundamental H ETFs	$0	$1.43 Million 0.01% of portfolio	77,303	Q2 2025 Added 34.94%
BSCV Invesco ETF Self Indexed Fd Tr	$0	$1.33 Million 0.01% of portfolio	80,578	Q2 2025 Added 103.59%
BSJP Invesco Et Sf Idxd Fd Tr Bulle ETFs	$0	$2.5 Million 0.01% of portfolio	108,354	Q2 2025 Added 0.84%
BSMS Invesco Bulletshares 2028 Muni ETFs	$0	$1.49 Million 0.01% of portfolio	64,181	Q4 2024 New
BSJQ Invesco Etsf Fd Tr Bulletshare ETFs	$0	$2 Million 0.01% of portfolio	85,535	Q2 2025 Added 117.47%
BSMT Invesco Bulletshares 2029 Muni ETFs	$0	$1.34 Million 0.01% of portfolio	58,900	Q4 2024 New
BSMV Invesco ETF Self Indexed Fd Tr ETFs	$0	$1.78 Million 0.01% of portfolio	86,500	Q2 2025 Added 28.72%
BSMU Invesco Exchange Self Ind Tr ETFs	$0	$1.77 Million 0.01% of portfolio	82,200	Q2 2025 Added 26.46%
IRM Iron Mountain Inc Real Estate	$28.9B	$1.9 Million 0.01% of portfolio	18,476	Q2 2025 Reduced 44.45%
EWY Ishares Inc Msci South Korea E ETFs	$0	$1.57 Million 0.01% of portfolio	21,818	Q2 2025 New
EWL Ishares Inc Msci Switzerlnd ETFs	$0	$2.41 Million 0.01% of portfolio	43,957	Q2 2025 New
EWT Ishares Inc Msci Taiwan ETF ETFs	$0	$2.34 Million 0.01% of portfolio	40,851	Q2 2025 New
EWG Ishares Msci Germany ETF ETFs	$0	$2.16 Million 0.01% of portfolio	51,018	Q2 2025 New
EWQ Ishares Msci France ETF ETFs	$0	$2.57 Million 0.01% of portfolio	60,050	Q2 2025 New
EWC Ishares Msci Canada ETF ETFs	$0	$3.6 Million 0.01% of portfolio	77,895	Q2 2025 New
EWA Ishares Msci Australia ETF ETFs	$0	$1.97 Million 0.01% of portfolio	75,026	Q2 2025 New
DVYE Ishares Emerging Markets Divid ETFs	$0	$1.5 Million 0.01% of portfolio	52,250	Q2 2025 Reduced 0.81%
MCHI Ishares Msci China ETF ETFs	$0	$3.14 Million 0.01% of portfolio	56,991	Q2 2025 New
IYR Ishares Tr ETFs	$0	$1.41 Million 0.01% of portfolio	14,927	Q2 2025 Reduced 6.43%
IGF Ishares Global Infrastructure ETFs	$0	$1.36 Million 0.01% of portfolio	23,023	Q2 2025 Added 20.11%
MBB Ishares Tr ETFs	$0	$1.42 Million 0.01% of portfolio	15,073	Q2 2025 Added 5.24%
IEF Ishares Barclays ETFs	$0	$2.81 Million 0.01% of portfolio	29,325	Q2 2025 Reduced 5.49%
IYY Ishares Tr ETFs	$0	$3.24 Million 0.01% of portfolio	21,455	Q1 2025 Added 175.77%
IEUR Ishares Tr Ishares Core Msci E ETFs	$0	$3.69 Million 0.01% of portfolio	55,747	Q2 2025 Reduced 1.57%
DSI Ishares Msci Kld 400 Social Et ETFs	$0	$3.37 Million 0.01% of portfolio	28,991	Q1 2025 Reduced 3.57%
IYH Ishares Tr ETFs	$0	$1.66 Million 0.01% of portfolio	29,449	Q2 2025 Reduced 7.54%
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$1.61 Million 0.01% of portfolio	30,463	Q2 2025 Added 1.42%

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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Lido Advisors, LLC Portfolio Holdings