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 Trade History
$0
$1.68 Million 0.01% of portfolio
246,312
Q4 2023 New
$18B
$2.11 Million 0.01% of portfolio
20,505
Q2 2025 Added 29.93%
$852M
$1.47 Million 0.01% of portfolio
117,842
Q2 2025 Reduced 0.84%
$0
$3.01 Million 0.01% of portfolio
29,983
Q2 2025 Added 6.39%
$0
$1.5 Million 0.01% of portfolio
16,320
Q2 2025 Added 8.92%
$0
$1.74 Million 0.01% of portfolio
233,467
Q4 2024 Reduced 4.56%
$4.85B
$1.68 Million 0.01% of portfolio
6,055
Q2 2025 Added 1.47%
$82.3B
$2.39 Million 0.01% of portfolio
12,839
Q2 2025 Added 14.4%
$26.2B
$3.16 Million 0.01% of portfolio
93,310
Q2 2025 Added 3.36%
$0
$1.62 Million 0.01% of portfolio
17,677
Q2 2025 Added 4.73%
$0
$1.51 Million 0.01% of portfolio
12,801
Q2 2025 Added 88.25%
$0
$3.67 Million 0.01% of portfolio
44,166
Q2 2025 Added 44.51%
$0
$1.4 Million 0.01% of portfolio
13,874
Q2 2025 Added 5.16%
$38.3B
$2.97 Million 0.01% of portfolio
27,675
Q2 2025 Reduced 1.23%
$40.1B
$1.83 Million 0.01% of portfolio
21,737
Q2 2025 Added 141.09%
$4.3B
$2.12 Million 0.01% of portfolio
37,264
Q1 2025 Reduced 0.03%
$62.8B
$2.98 Million 0.01% of portfolio
5,672
Q2 2025 Added 34.79%
$71.5B
$2.2 Million 0.01% of portfolio
8,933
Q2 2025 Reduced 27.6%
$102B
$2.73 Million 0.01% of portfolio
46,740
Q2 2025 Reduced 2.15%
$39.8B
$3.81 Million 0.01% of portfolio
11,468
Q2 2025 Reduced 4.68%
$11.9B
$2.3 Million 0.01% of portfolio
26,157
Q2 2025 Reduced 15.95%
$82.4B
$1.57 Million 0.01% of portfolio
5,002
Q2 2025 Added 31.6%
$306B
$3.8 Million 0.01% of portfolio
12,485
Q2 2025 Added 132.28%
$0
$2.55 Million 0.01% of portfolio
92,012
Q2 2025 Reduced 1.73%
$0
$1.88 Million 0.01% of portfolio
77,012
Q2 2025 Added 0.23%
$0
$1.99 Million 0.01% of portfolio
49,687
Q2 2025 Added 13.31%
$0
$3.4 Million 0.01% of portfolio
138,500
Q2 2025 Added 22.63%
$0
$1.8 Million 0.01% of portfolio
62,796
Q2 2025 Added 12.28%
$3.32B
$1.5 Million 0.01% of portfolio
22,703
Q2 2025 Added 1.62%
$201M
$2.62 Million 0.01% of portfolio
889,570
Q4 2024 Reduced 0.16%
$44B
$2.33 Million 0.01% of portfolio
16,167
Q2 2025 Added 67.34%
$0
$2.18 Million 0.01% of portfolio
28,617
Q2 2025 Reduced 2.44%
$161M
$1.49 Million 0.01% of portfolio
123,038
Q1 2025 Added 10.96%
$258B
$2.86 Million 0.01% of portfolio
40,638
Q2 2025 Added 6.79%
$4.44B
$1.57 Million 0.01% of portfolio
15,799
Q2 2025 Added 1.82%
$59.4B
$1.92 Million 0.01% of portfolio
11,928
Q2 2025 Reduced 36.18%
$82.6B
$1.54 Million 0.01% of portfolio
15,212
Q2 2025 Added 392.14%
$0
$3.28 Million 0.01% of portfolio
77,333
Q2 2025 Reduced 1.68%
$0
$2.13 Million 0.01% of portfolio
50,112
Q2 2025 Reduced 28.74%
$0
$1.35 Million 0.01% of portfolio
54,522
Q2 2025 Reduced 1.03%
$0
$1.87 Million 0.01% of portfolio
24,981
Q2 2025 Added 42.97%
$137B
$2 Million 0.01% of portfolio
2,608
Q2 2025 Added 10.32%
$0
$1.48 Million 0.01% of portfolio
36,836
Q2 2025 Added 12.56%
$6.27B
$3.07 Million 0.01% of portfolio
153,131
Q2 2025 Added 1.51%
$41B
$1.5 Million 0.01% of portfolio
14,124
Q2 2025 Added 26.72%
$1.18B
$3.15 Million 0.01% of portfolio
169,923
Q2 2025 Added 0.05%
$65B
$2.59 Million 0.01% of portfolio
5,056
Q2 2025 Added 2.12%
$17.9B
$1.81 Million 0.01% of portfolio
20,184
Q2 2025 Reduced 7.16%
$20.1B
$1.52 Million 0.01% of portfolio
21,167
Q2 2025 Reduced 8.04%

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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