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
$283B
$69.9 Million 0.27% of portfolio
714,462
Q2 2025 Added 27.93%
$480B
$65.4 Million 0.25% of portfolio
606,917
Q2 2025 Reduced 2.9%
$0
$65.6 Million 0.25% of portfolio
1,258,773
Q2 2025 Added 2.0%
$0
$65.4 Million 0.25% of portfolio
1,300,097
Q2 2025 Reduced 14.2%
$0
$62.5 Million 0.24% of portfolio
142,584
Q2 2025 Added 109.73%
$0
$58.6 Million 0.23% of portfolio
88,381
Q2 2025 Added 5.95%
$0
$58.3 Million 0.22% of portfolio
587,842
Q2 2025 Added 7.67%
$0
$53.7 Million 0.21% of portfolio
2,111,899
Q2 2025 Added 12.92%
$60.8B
$55.5 Million 0.21% of portfolio
271,053
Q2 2025 Added 10.32%
$1.36T
$55.1 Million 0.21% of portfolio
243,401
Q2 2025 Added 3.85%
$320B
$53.7 Million 0.21% of portfolio
172,202
Q2 2025 Added 2.09%
$0
$53.4 Million 0.21% of portfolio
302,044
Q2 2025 Added 43.73%
$0
$55.7 Million 0.21% of portfolio
869,660
Q2 2025 Reduced 3.78%
$571B
$51.6 Million 0.2% of portfolio
91,830
Q2 2025 Added 9.74%
$813B
$50.5 Million 0.19% of portfolio
231,050
Q2 2025 Added 8.08%
$331B
$48.5 Million 0.19% of portfolio
355,507
Q2 2025 Added 11.3%
$0
$47.4 Million 0.18% of portfolio
309,665
Q2 2025 Added 0.56%
$0
$45.4 Million 0.18% of portfolio
343,702
Q2 2025 Added 2.35%
$463B
$46.8 Million 0.18% of portfolio
306,301
Q2 2025 Reduced 2.27%
$99.5B
$46.5 Million 0.18% of portfolio
63,480
Q2 2025 Added 3.03%
$167B
$44.4 Million 0.17% of portfolio
487,004
Q2 2025 Added 3.92%
$0
$42.8 Million 0.17% of portfolio
168,991
Q2 2025 Added 21.08%
$145B
$42.4 Million 0.16% of portfolio
118,685
Q2 2025 Added 22.33%
$0
$40.7 Million 0.16% of portfolio
372,847
Q2 2025 Added 35.1%
$0
$40.7 Million 0.16% of portfolio
793,086
Q2 2025 Reduced 3.89%
$168B
$37.9 Million 0.15% of portfolio
98,072
Q2 2025 Added 6.31%
$117B
$38.9 Million 0.15% of portfolio
662,910
Q2 2025 Reduced 6.98%
$0
$39.2 Million 0.15% of portfolio
115,293
Q2 2025 Added 313.13%
$0
$37.8 Million 0.15% of portfolio
720,983
Q2 2025 Reduced 2.25%
$0
$38.6 Million 0.15% of portfolio
105,294
Q2 2025 Added 1,557.39%
$153B
$35.3 Million 0.14% of portfolio
192,552
Q2 2025 Reduced 12.26%
$0
$36.6 Million 0.14% of portfolio
1,561,825
Q2 2025 Added 4.3%
$0
$37 Million 0.14% of portfolio
190,246
Q2 2025 Added 33.46%
$0
$35.8 Million 0.14% of portfolio
128,005
Q2 2025 Added 8.8%
$127B
$34.8 Million 0.13% of portfolio
146,009
Q2 2025 Added 20.01%
$278B
$34.7 Million 0.13% of portfolio
499,765
Q2 2025 Added 20.4%
$0
$33 Million 0.13% of portfolio
1,221,408
Q2 2025 Added 5.9%
$153B
$34.1 Million 0.13% of portfolio
62,773
Q2 2025 Added 9.53%
$0
$34.9 Million 0.13% of portfolio
161,850
Q2 2025 Added 6.47%
$380B
$33.5 Million 0.13% of portfolio
210,275
Q2 2025 Added 13.03%
$233B
$34.5 Million 0.13% of portfolio
236,598
Q2 2025 Added 27.63%
$242B
$34.8 Million 0.13% of portfolio
127,482
Q2 2025 Added 6.75%
$235B
$30.4 Million 0.12% of portfolio
223,507
Q2 2025 Added 32.9%
$0
$30.2 Million 0.12% of portfolio
574,513
Q2 2025 Added 11.98%
$192B
$31.3 Million 0.12% of portfolio
30,489
Q2 2025 Added 43.26%
$0
$30.6 Million 0.12% of portfolio
229,488
Q2 2025 Reduced 3.11%
$91.8B
$28.9 Million 0.11% of portfolio
130,966
Q2 2025 Added 1.35%
$238B
$28.5 Million 0.11% of portfolio
73,327
Q2 2025 Added 29.19%
$142B
$27.4 Million 0.11% of portfolio
53,857
Q2 2025 Added 2.89%

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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