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.

Portfolio value $20.3 Billion
ETFs: $14.1 Billion
Technology: $2.51 Billion
Financial Services: $832 Million
Healthcare: $580 Million
Consumer Cyclical: $559 Million
Communication Services: $488 Million
Industrials: $419 Million
Consumer Defensive: $336 Million
Other: $454 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20.1B
$1.29 Million 0.01% of portfolio
11,791
Q3 2024 Added 2.1%
$0
$1.23 Million 0.01% of portfolio
16,179
Q3 2024 Reduced 8.17%
$0
$2.84 Million 0.01% of portfolio
14,176
Q3 2024 Reduced 9.81%
$28.4B
$1.28 Million 0.01% of portfolio
15,332
Q3 2024 Added 8.56%
$190M
$1.21 Million 0.01% of portfolio
87,895
Q3 2024 Added 24.52%
$235B
$1.5 Million 0.01% of portfolio
22,686
Q3 2024 Added 10.51%
$130B
$1.8 Million 0.01% of portfolio
22,447
Q3 2024 Added 12.12%
$58.4B
$2.63 Million 0.01% of portfolio
15,531
Q3 2024 Added 20.73%
$0
$1.22 Million 0.01% of portfolio
59,249
Q3 2024 Added 98.36%
$4.89B
$1.24 Million 0.01% of portfolio
17,836
Q3 2024 Reduced 2.46%
$41.4B
$2.45 Million 0.01% of portfolio
21,290
Q3 2024 Reduced 0.48%
$0
$1.12 Million 0.01% of portfolio
36,736
Q3 2024 Added 0.04%
$0
$2.83 Million 0.01% of portfolio
53,617
Q3 2024 Reduced 0.83%
$0
$2.66 Million 0.01% of portfolio
32,067
Q3 2024 Reduced 4.15%
$0
$1.65 Million 0.01% of portfolio
36,145
Q3 2024 Added 12.54%
$0
$1.42 Million 0.01% of portfolio
31,173
Q3 2024 Added 5.18%
$0
$1.14 Million 0.01% of portfolio
20,161
Q3 2024 Reduced 47.45%
$0
$1.05 Million 0.01% of portfolio
14,984
Q3 2024 Added 96.15%
$0
$2.01 Million 0.01% of portfolio
76,381
Q3 2024 Reduced 33.89%
$3.46B
$1.2 Million 0.01% of portfolio
17,893
Q3 2024 New
$0
$1.7 Million 0.01% of portfolio
40,775
Q3 2024 Reduced 91.11%
$6.05B
$2.79 Million 0.01% of portfolio
136,659
Q3 2024 Added 5.66%
$1.08B
$2.7 Million 0.01% of portfolio
150,305
Q3 2024 Added 0.01%
$3.01B
$1.05 Million 0.01% of portfolio
13,482
Q3 2024 Reduced 13.33%
$83.8B
$1.63 Million 0.01% of portfolio
3,225
Q3 2024 Added 16.85%
$38B
$1.6 Million 0.01% of portfolio
20,500
Q3 2024 Added 5.47%
$22.3B
$1.07 Million 0.01% of portfolio
2,447
Q3 2024 Added 8.51%
$1.62B
$1.13 Million 0.01% of portfolio
11,738
Q3 2024 Reduced 1.0%
$55.9B
$1.67 Million 0.01% of portfolio
15,238
Q3 2024 Added 94.39%
$173B
$1.14 Million 0.01% of portfolio
16,646
Q3 2024 Added 58.31%
$69B
$1.26 Million 0.01% of portfolio
883
Q3 2024 Added 35.85%
$61.4B
$1.86 Million 0.01% of portfolio
43,575
Q3 2024 Added 18.58%
$16.8B
$1.03 Million 0.01% of portfolio
15,840
Q3 2024 Reduced 4.5%
$146B
$1.03 Million 0.01% of portfolio
15,894
Q3 2024 Added 81.36%
$7.86B
$1.1 Million 0.01% of portfolio
5,228
Q3 2024 Added 5.38%
$74.7B
$1.88 Million 0.01% of portfolio
41,062
Q3 2024 Added 22.92%
$0
$1.88 Million 0.01% of portfolio
113,274
Q3 2024 Added 5.49%
$0
$1.62 Million 0.01% of portfolio
88,747
Q3 2024 Reduced 2.99%
$0
$1.17 Million 0.01% of portfolio
4,127
Q3 2024 Reduced 0.1%
$0
$1.11 Million 0.01% of portfolio
14,108
Q3 2024 Reduced 9.49%
$0
$1.08 Million 0.01% of portfolio
13,747
Q3 2024 Reduced 3.85%
$0
$1.48 Million 0.01% of portfolio
29,492
Q3 2024 Added 21.72%
$0
$1.23 Million 0.01% of portfolio
6,132
Q3 2024 Reduced 6.71%
$0
$1.17 Million 0.01% of portfolio
6,949
Q3 2024 Reduced 5.18%
$0
$1.62 Million 0.01% of portfolio
20,355
Q3 2024 Reduced 0.57%
$0
$1.35 Million 0.01% of portfolio
13,991
Q3 2024 Added 16.1%
$0
$1.16 Million 0.01% of portfolio
13,865
Q3 2024 Reduced 28.45%
$0
$2.82 Million 0.01% of portfolio
43,613
Q3 2024 Reduced 7.69%
$0
$1.22 Million 0.01% of portfolio
16,614
Q3 2024 Reduced 1.8%

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
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