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
$0
$39 Million 0.19% of portfolio
1,620,775
Q3 2024 Reduced 3.8%
$0
$38 Million 0.19% of portfolio
799,813
Q3 2024 New
$0
$38.3 Million 0.19% of portfolio
304,985
Q3 2024 Added 3.12%
$201B
$37.3 Million 0.18% of portfolio
75,371
Q3 2024 Added 1.08%
$0
$37.6 Million 0.18% of portfolio
1,497,516
Q3 2024 Added 44.04%
$0
$34.2 Million 0.17% of portfolio
1,160,069
Q3 2024 Added 12.06%
$190B
$33.8 Million 0.17% of portfolio
68,795
Q3 2024 Added 35.1%
$0
$33.8 Million 0.17% of portfolio
1,385,025
Q3 2024 Added 50.37%
$118B
$33.7 Million 0.17% of portfolio
98,640
Q3 2024 Added 8.17%
$409B
$33.5 Million 0.16% of portfolio
37,787
Q3 2024 Reduced 18.42%
$40.9B
$31.8 Million 0.16% of portfolio
481,858
Q3 2024 Added 2,662.31%
$0
$33.4 Million 0.16% of portfolio
1,407,525
Q3 2024 Added 50.68%
$0
$31.6 Million 0.16% of portfolio
696,804
Q3 2024 Reduced 3.02%
$978B
$32.1 Million 0.16% of portfolio
185,050
Q3 2024 Added 7.78%
$504B
$32.5 Million 0.16% of portfolio
118,229
Q3 2024 Reduced 1.15%
$10.2B
$31.5 Million 0.15% of portfolio
99,226
Q3 2024 Added 77.15%
$0
$30.3 Million 0.15% of portfolio
166,628
Q3 2024 Added 4.39%
$229B
$30.5 Million 0.15% of portfolio
377,774
Q3 2024 Added 8.34%
$224B
$28.7 Million 0.14% of portfolio
174,891
Q3 2024 Added 4.57%
$496B
$29.4 Million 0.14% of portfolio
59,519
Q3 2024 Reduced 3.02%
$396B
$28.5 Million 0.14% of portfolio
164,491
Q3 2024 Reduced 3.31%
$0
$27.9 Million 0.14% of portfolio
205,882
Q3 2024 Reduced 3.15%
$90.7B
$25.5 Million 0.13% of portfolio
109,585
Q3 2024 Reduced 1.03%
$0
$27.3 Million 0.13% of portfolio
503,183
Q3 2024 Reduced 1.25%
$0
$27.3 Million 0.13% of portfolio
527,629
Q3 2024 Added 1.56%
$80.3B
$26.5 Million 0.13% of portfolio
87,696
Q3 2024 Added 47.17%
$87.7B
$27 Million 0.13% of portfolio
54,592
Q3 2024 Added 4.35%
$0
$27.3 Million 0.13% of portfolio
121,005
Q3 2024 Reduced 43.41%
$109B
$24.7 Million 0.12% of portfolio
107,174
Q3 2024 Added 5.26%
$160B
$24.2 Million 0.12% of portfolio
119,824
Q3 2024 Reduced 20.11%
$146B
$25 Million 0.12% of portfolio
386,266
Q3 2024 Added 7.27%
$0
$24.1 Million 0.12% of portfolio
266,990
Q3 2024 Reduced 5.83%
$0
$25.1 Million 0.12% of portfolio
195,428
Q3 2024 Reduced 0.33%
$0
$21.8 Million 0.11% of portfolio
1,050,319
Q3 2024 Added 6.99%
$0
$22.2 Million 0.11% of portfolio
267,063
Q3 2024 Added 3.57%
$0
$22.7 Million 0.11% of portfolio
901,788
Q3 2024 Reduced 1.65%
$10.2B
$21.8 Million 0.11% of portfolio
26,663
Q3 2024 Added 47.0%
$0
$22.8 Million 0.11% of portfolio
190,139
Q3 2024 Reduced 14.43%
$0
$22.6 Million 0.11% of portfolio
253,034
Q3 2024 Reduced 21.6%
$39B
$19.9 Million 0.1% of portfolio
77,159
Q3 2024 Added 0.31%
$0
$20.9 Million 0.1% of portfolio
174,433
Q3 2024 Reduced 4.31%
$0
$21 Million 0.1% of portfolio
95,116
Q3 2024 Reduced 2.3%
$0
$19.5 Million 0.1% of portfolio
765,310
Q3 2024 Added 52.5%
$238B
$20.6 Million 0.1% of portfolio
172,749
Q3 2024 Added 13.9%
$504B
$20 Million 0.1% of portfolio
117,217
Q3 2024 Added 2.71%
$0
$21 Million 0.1% of portfolio
260,366
Q3 2024 Added 1,211.14%
$210B
$20 Million 0.1% of portfolio
22,316
Q3 2024 Reduced 31.62%
$228B
$19 Million 0.09% of portfolio
53,618
Q3 2024 Added 2.61%
$215B
$18.5 Million 0.09% of portfolio
68,138
Q3 2024 Added 96.02%

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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