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
$446B
$49.5 Million 0.23% of portfolio
460,477
Q4 2024 Added 12.02%
$798B
$48.4 Million 0.22% of portfolio
62,652
Q4 2024 Added 27.28%
$0
$47.3 Million 0.22% of portfolio
76,129
Q4 2024 Added 2.8%
$17.7B
$46.2 Million 0.21% of portfolio
169,488
Q4 2024 Added 0.06%
$0
$45.9 Million 0.21% of portfolio
1,931,794
Q4 2024 Added 37.25%
$0
$46.2 Million 0.21% of portfolio
1,843,856
Q4 2024 Added 23.13%
$0
$46.1 Million 0.21% of portfolio
1,926,007
Q4 2024 Added 39.06%
$153B
$42.6 Million 0.2% of portfolio
277,301
Q4 2024 Added 183.39%
$539B
$43 Million 0.2% of portfolio
135,960
Q4 2024 Added 15.0%
$104B
$40.6 Million 0.19% of portfolio
776,419
Q4 2024 Reduced 18.33%
$787B
$41.4 Million 0.19% of portfolio
209,649
Q4 2024 Added 13.29%
$440B
$38.8 Million 0.18% of portfolio
42,395
Q4 2024 Added 12.19%
$155B
$38.5 Million 0.18% of portfolio
345,944
Q4 2024 Reduced 19.3%
$0
$39.6 Million 0.18% of portfolio
1,661,510
Q4 2024 Added 2.51%
$0
$38.3 Million 0.18% of portfolio
295,952
Q4 2024 Added 694.14%
$412B
$40.1 Million 0.18% of portfolio
277,546
Q4 2024 Added 3.39%
$162B
$37.2 Million 0.17% of portfolio
83,570
Q4 2024 Added 9.95%
$0
$37 Million 0.17% of portfolio
320,094
Q4 2024 Added 2,462.39%
$0
$37.2 Million 0.17% of portfolio
257,324
Q4 2024 New
$247B
$36.4 Million 0.17% of portfolio
108,921
Q4 2024 Added 0.66%
$0
$36.7 Million 0.17% of portfolio
767,470
Q4 2024 Reduced 13.93%
$0
$35.8 Million 0.16% of portfolio
161,951
Q4 2024 Added 70.27%
$493B
$35.8 Million 0.16% of portfolio
67,994
Q4 2024 Added 14.24%
$0
$34 Million 0.16% of portfolio
703,602
Q4 2024 Added 0.98%
$0
$35.3 Million 0.16% of portfolio
208,336
Q4 2024 Added 427.11%
$253B
$33.8 Million 0.16% of portfolio
374,043
Q4 2024 Reduced 0.99%
$0
$32.6 Million 0.15% of portfolio
1,207,751
Q4 2024 Added 4.11%
$0
$33.1 Million 0.15% of portfolio
287,578
Q4 2024 Added 110.04%
$100B
$33.7 Million 0.15% of portfolio
59,081
Q4 2024 Added 8.22%
$16.5B
$30.1 Million 0.14% of portfolio
71,669
Q4 2024 Added 3,295.03%
$138B
$30.7 Million 0.14% of portfolio
415,294
Q4 2024 Added 7.52%
$0
$30.9 Million 0.14% of portfolio
162,640
Q4 2024 Reduced 2.39%
$171B
$27.7 Million 0.13% of portfolio
53,145
Q4 2024 Reduced 22.75%
$0
$29.2 Million 0.13% of portfolio
1,171,675
Q4 2024 Added 53.1%
$184B
$27.6 Million 0.13% of portfolio
364,491
Q4 2024 Reduced 13.7%
$0
$27.4 Million 0.13% of portfolio
208,138
Q4 2024 Added 1.1%
$0
$28.2 Million 0.13% of portfolio
121,361
Q4 2024 Added 0.29%
$42.9B
$27.9 Million 0.13% of portfolio
206,689
Q4 2024 Reduced 42.27%
$0
$28.2 Million 0.13% of portfolio
106,695
Q4 2024 Added 54.3%
$0
$29 Million 0.13% of portfolio
280,789
Q4 2024 Added 1,906.93%
$0
$28.1 Million 0.13% of portfolio
220,621
Q4 2024 Added 12.89%
$118B
$26 Million 0.12% of portfolio
159,863
Q4 2024 Added 33.41%
$0
$26.8 Million 0.12% of portfolio
549,125
Q4 2024 Added 4.07%
$0
$25.4 Million 0.12% of portfolio
526,287
Q4 2024 Added 4.59%
$0
$26.3 Million 0.12% of portfolio
1,349,822
Q4 2024 Added 28.52%
$0
$25 Million 0.12% of portfolio
275,310
Q4 2024 Reduced 47.65%
$0
$26.3 Million 0.12% of portfolio
142,183
Q4 2024 Added 181.1%
$0
$25.3 Million 0.12% of portfolio
405,381
Q4 2024 Added 163.63%
$0
$25 Million 0.12% of portfolio
258,606
Q4 2024 Reduced 3.14%

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