Lido Advisors, LLC Portfolio Holdings

Lido Advisors, LLC

  • $21.7 Billion
  • Q4 2024

Lido Advisors, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $21.7 Billion distributed in 2733 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 $1.59B, Invesco Et Self Idxd Fd Tr Bul with a value of $1.22B, Invesco Et Seld Idxd Fd Tr Bul with a value of $989M, Apple Inc. with a value of $819M, and Microsoft Corp with a value of $461M.

Examining the 13F form we can see an increase of $1.38B in the current position value, from $20.3B to 21.7B.

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 $21.7 Billion
ETFs: $15.3 Billion
Technology: $2.79 Billion
Financial Services: $743 Million
Consumer Cyclical: $634 Million
Communication Services: $570 Million
Healthcare: $530 Million
Industrials: $367 Million
Consumer Defensive: $319 Million
Other: $456 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.32 Million 0.01% of portfolio
56,642
Q3 2024 Reduced 10.93%
$0
$1.92 Million 0.01% of portfolio
33,019
Q4 2024 Reduced 8.31%
$0
$2.45 Million 0.01% of portfolio
104,305
Q4 2024 Added 66.0%
$0
$1.12 Million 0.01% of portfolio
18,282
Q4 2024 Added 60.21%
$0
$2.91 Million 0.01% of portfolio
130,896
Q4 2024 Added 47.03%
$0
$1.11 Million 0.01% of portfolio
7,780
Q4 2024 Added 4.08%
$0
$1.72 Million 0.01% of portfolio
5,976
Q4 2024 Added 29.21%
$0
$3.02 Million 0.01% of portfolio
14,036
Q4 2024 Reduced 3.39%
$0
$2.01 Million 0.01% of portfolio
73,564
Q4 2024 Added 61.53%
$0
$2.45 Million 0.01% of portfolio
42,503
Q4 2024 Added 23.68%
$0
$1.32 Million 0.01% of portfolio
23,457
Q4 2024 Added 174.06%
$0
$1.79 Million 0.01% of portfolio
35,280
Q4 2024 Added 12.88%
$52.9B
$1.53 Million 0.01% of portfolio
19,379
Q4 2024 Added 3.57%
$48.2B
$2.76 Million 0.01% of portfolio
21,044
Q4 2024 Added 6.13%
$51B
$1.1 Million 0.01% of portfolio
18,024
Q4 2024 Added 14.44%
$6.96B
$1.37 Million 0.01% of portfolio
15,269
Q4 2024 New
$26.7B
$1.79 Million 0.01% of portfolio
13,105
Q4 2024 Added 113.23%
$0
$1.2 Million 0.01% of portfolio
173,280
Q3 2024 Added 1.58%
$18.5B
$1.68 Million 0.01% of portfolio
22,672
Q4 2024 Reduced 18.35%
$4.01B
$1.18 Million 0.01% of portfolio
20,073
Q4 2024 Added 2.47%
$54B
$1.16 Million 0.01% of portfolio
37,732
Q4 2024 Added 199.25%
$63.7B
$2.73 Million 0.01% of portfolio
19,581
Q4 2024 Reduced 1.83%
$13.9B
$1.27 Million 0.01% of portfolio
17,529
Q4 2024 Added 14.39%
$18.9B
$1.35 Million 0.01% of portfolio
17,707
Q4 2024 Added 3.64%
$106B
$1.56 Million 0.01% of portfolio
920
Q4 2024 Reduced 2.02%
$367M
$2.24 Million 0.01% of portfolio
79,779
Q4 2024 New
$57.9B
$1.59 Million 0.01% of portfolio
19,454
Q4 2024 Added 2.02%
$21.3B
$2.87 Million 0.01% of portfolio
50,030
Q4 2024 Added 5.51%
$30.8B
$1.89 Million 0.01% of portfolio
35,978
Q4 2024 Added 42.4%
$70.3B
$2.77 Million 0.01% of portfolio
5,998
Q4 2024 Added 37.35%
$50.9B
$1.61 Million 0.01% of portfolio
33,545
Q4 2024 Added 85.12%
$7.22B
$1.36 Million 0.01% of portfolio
22,402
Q4 2024 Reduced 2.34%
$4.79B
$1.3 Million 0.01% of portfolio
27,807
Q4 2024 Added 5.39%
$50.9B
$1.9 Million 0.01% of portfolio
8,109
Q4 2024 Added 18.21%
$238B
$1.57 Million 0.01% of portfolio
16,178
Q4 2024 Added 7.16%
$0
$1.27 Million 0.01% of portfolio
30,183
Q4 2024 Reduced 32.03%
$0
$1.17 Million 0.01% of portfolio
33,708
Q4 2024 Reduced 57.63%
$0
$1.56 Million 0.01% of portfolio
32,980
Q4 2024 Reduced 53.11%
$0
$1.21 Million 0.01% of portfolio
98,622
Q4 2024 Reduced 18.53%
$0
$2.46 Million 0.01% of portfolio
217,980
Q4 2024 Added 0.03%
$0
$1.61 Million 0.01% of portfolio
132,003
Q3 2024 Reduced 1.26%
$0
$3.15 Million 0.01% of portfolio
401,233
Q4 2024 Added 1.08%
$23.1B
$2.09 Million 0.01% of portfolio
256
Q4 2024 Reduced 74.6%
$44.8B
$1.85 Million 0.01% of portfolio
8,887
Q4 2024 Added 12.61%
$14.9B
$1.76 Million 0.01% of portfolio
20,473
Q4 2024 Added 38.66%
$5.49B
$2.22 Million 0.01% of portfolio
42,670
Q4 2024 Added 6.83%
$38.5B
$1.77 Million 0.01% of portfolio
17,634
Q4 2024 Reduced 9.83%
$87.3B
$2.24 Million 0.01% of portfolio
1,892
Q4 2024 Added 65.67%
$8.6B
$1.73 Million 0.01% of portfolio
42,612
Q4 2024 Reduced 0.78%

Summary

  • Portfolio
  • No. of Stocks 2,733
  • Current Value $21.7 Billion
  • Prior Value $20.3 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 143 stocks
  • Additional Purchases 720 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 363 stocks
Track This Portfolio

Track Lido Advisors, LLC Portfolio

Follow Lido Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lido Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lido Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email