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
$92.4B
$3.7 Million 0.01% of portfolio
8,451
Q2 2025 Reduced 2.68%
$69.2B
$3.45 Million 0.01% of portfolio
2,268
Q2 2025 Added 17.76%
$64.5B
$3.3 Million 0.01% of portfolio
12,332
Q2 2025 Added 53.25%
$17.9B
$2.01 Million 0.01% of portfolio
16,198
Q2 2025 Added 0.3%
$15.7B
$2.01 Million 0.01% of portfolio
35,930
Q2 2025 Added 63.31%
$5.34B
$2.34 Million 0.01% of portfolio
32,008
Q2 2025 Added 3.02%
$0
$1.84 Million 0.01% of portfolio
7,975
Q2 2025 Added 104.02%
$0
$3.12 Million 0.01% of portfolio
15,991
Q2 2025 Added 157.46%
$0
$1.34 Million 0.01% of portfolio
4,701
Q2 2025 Reduced 75.96%
$0
$1.4 Million 0.01% of portfolio
5,051
Q2 2025 Added 51.73%
$0
$1.8 Million 0.01% of portfolio
26,705
Q2 2025 Reduced 89.69%
$0
$3.74 Million 0.01% of portfolio
74,403
Q2 2025 Added 10.68%
$0
$1.47 Million 0.01% of portfolio
18,506
Q2 2025 Reduced 15.37%
$0
$3.42 Million 0.01% of portfolio
12,533
Q2 2025 Added 0.01%
$0
$2.04 Million 0.01% of portfolio
25,425
Q2 2025 Added 149.17%
$0
$3.65 Million 0.01% of portfolio
33,268
Q2 2025 Added 3.62%
$38.8B
$1.59 Million 0.01% of portfolio
6,081
Q2 2025 Added 6.95%
$33.8B
$1.73 Million 0.01% of portfolio
8,267
Q2 2025 Reduced 25.3%
$34.5B
$2.45 Million 0.01% of portfolio
23,465
Q2 2025 Added 4.26%
$71.9B
$2.44 Million 0.01% of portfolio
38,792
Q2 2025 Reduced 20.09%
$0
$2.47 Million 0.01% of portfolio
30,119
Q2 2025 Reduced 35.43%
$10.7B
$3.46 Million 0.01% of portfolio
52,772
Q2 2025 Added 686.12%
$3.04B
$2.97 Million 0.01% of portfolio
46,655
Q2 2025 Reduced 9.0%
$0
$1.4 Million 0.01% of portfolio
247,782
Q1 2025 Reduced 0.12%
$39.4B
$1.76 Million 0.01% of portfolio
25,873
Q2 2025 Reduced 2.1%
$42.2B
$3.31 Million 0.01% of portfolio
22,333
Q2 2025 Reduced 10.21%
$5.12B
$1.76 Million 0.01% of portfolio
25,714
Q2 2025 Added 1.21%
$40B
$1.78 Million 0.01% of portfolio
5,679
Q2 2025 Added 1.96%
2023 ETF Series Trust
-
$0 0.0% of portfolio
-
Q1 2025 New
2023 ETF Series Trust Ii
-
$0 0.0% of portfolio
-
Q3 2024 New
$2.65B
$235,000 0.0% of portfolio
3,429
Q2 2025 New
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 60.0%
Ab Active Etfs Inc
-
$0 0.0% of portfolio
-
Q3 2024 New
-
$0 0.0% of portfolio
-
Q4 2023 New
$2.98B
$1.17 Million 0.0% of portfolio
24,857
Q2 2025 New
Abrdn Asia Pacific Income Fu
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 6.52%
$0
$235,000 0.0% of portfolio
26,525
Q2 2025 Added 0.47%
$1.06B
$194,000 0.0% of portfolio
7,648
Q2 2025 New
$5.67B
$414,000 0.0% of portfolio
9,020
Q2 2025 Reduced 13.41%
$2.61B
$1.05 Million 0.0% of portfolio
48,223
Q2 2025 Added 1.89%
$3B
$270,000 0.0% of portfolio
14,879
Q2 2025 New
$6.18B
$260,000 0.0% of portfolio
2,051
Q2 2025 New
$808M
$813,000 0.0% of portfolio
90,732
Q2 2025 Reduced 0.09%
$29.7B
$307,000 0.0% of portfolio
2,626
Q2 2025 Added 3.92%
$6.8B
$213,000 0.0% of portfolio
749
Q2 2025 New
$9.11B
$232,000 0.0% of portfolio
1,180
Q2 2025 New
$5.63B
$94,000 0.0% of portfolio
10,263
Q2 2025 Reduced 7.91%
$9.39B
$266,000 0.0% of portfolio
4,250
Q2 2025 Reduced 40.7%
$9.84B
$1.09 Million 0.0% of portfolio
50,812
Q2 2025 Added 0.41%

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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