Lido Advisors, LLC Portfolio Holdings

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025

Lido Advisors, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $24 Billion distributed in 2791 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 $3.6B, Invesco Et Self Idxd Fd Tr Bul with a value of $1.23B, Invesco Et Seld Idxd Fd Tr Bul with a value of $833M, Apple Inc. with a value of $808M, and Invesco Et Self Idxd Fd Tr Bul with a value of $571M.

Examining the 13F form we can see an increase of $2.28B in the current position value, from $21.7B to 24B.

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 $24 Billion
ETFs: $17.2 Billion
Technology: $2.76 Billion
Financial Services: $893 Million
Healthcare: $655 Million
Consumer Cyclical: $631 Million
Communication Services: $587 Million
Industrials: $422 Million
Consumer Defensive: $325 Million
Other: $552 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$606B
$59.7 Million 0.25% of portfolio
170,214
Q1 2025 Added 25.19%
$210B
$58.6 Million 0.24% of portfolio
107,217
Q1 2025 Added 9.51%
$0
$56.8 Million 0.24% of portfolio
1,234,143
Q1 2025 Added 1.92%
$0
$54.4 Million 0.23% of portfolio
680,618
Q1 2025 Reduced 52.07%
$0
$53.6 Million 0.22% of portfolio
647,344
Q1 2025 Added 115.34%
$0
$54 Million 0.22% of portfolio
545,951
Q1 2025 Reduced 7.79%
$409B
$52 Million 0.22% of portfolio
313,411
Q1 2025 Added 12.92%
$0
$53.6 Million 0.22% of portfolio
903,867
Q1 2025 Reduced 27.37%
$101B
$48 Million 0.2% of portfolio
343,200
Q1 2025 Added 19.18%
$0
$47.2 Million 0.2% of portfolio
1,870,316
Q1 2025 Added 59.63%
$264B
$49 Million 0.2% of portfolio
558,467
Q1 2025 Added 49.31%
$17.7B
$46.3 Million 0.19% of portfolio
169,857
Q1 2025 Added 0.22%
$562B
$45.9 Million 0.19% of portfolio
83,677
Q1 2025 Added 23.07%
$0
$45.2 Million 0.19% of portfolio
83,421
Q1 2025 Added 9.58%
$105B
$42.8 Million 0.18% of portfolio
712,682
Q1 2025 Reduced 8.21%
$0
$42.3 Million 0.18% of portfolio
335,803
Q1 2025 Added 13.47%
$101B
$41.5 Million 0.17% of portfolio
61,612
Q1 2025 Added 4.28%
$58.6B
$41.9 Million 0.17% of portfolio
245,698
Q1 2025 Added 17.15%
$0
$40.9 Million 0.17% of portfolio
825,202
Q1 2025 Reduced 64.7%
$216B
$37.2 Million 0.16% of portfolio
377,369
Q1 2025 Added 9.08%
$0
$38.3 Million 0.16% of portfolio
1,497,374
Q1 2025 Reduced 9.88%
$1.1T
$38.9 Million 0.16% of portfolio
234,376
Q1 2025 Added 11.79%
$193B
$35.4 Million 0.15% of portfolio
92,251
Q1 2025 Added 10.39%
$160B
$36.7 Million 0.15% of portfolio
468,613
Q1 2025 Added 12.84%
$0
$36.7 Million 0.15% of portfolio
737,545
Q1 2025 Added 4.82%
$0
$36.3 Million 0.15% of portfolio
210,150
Q1 2025 Added 0.87%
$0
$36.1 Million 0.15% of portfolio
709,719
Q1 2025 Reduced 7.52%
$16.1B
$33.9 Million 0.14% of portfolio
73,816
Q1 2025 Added 3.0%
$149B
$31.8 Million 0.13% of portfolio
219,467
Q1 2025 Added 37.28%
$0
$31.7 Million 0.13% of portfolio
1,153,327
Q1 2025 Reduced 4.51%
$0
$30.3 Million 0.13% of portfolio
152,012
Q1 2025 Reduced 6.14%
$386B
$31.7 Million 0.13% of portfolio
186,038
Q1 2025 Reduced 44.2%
$268B
$32 Million 0.13% of portfolio
119,420
Q1 2025 Added 9.64%
$0
$30.4 Million 0.13% of portfolio
117,648
Q1 2025 Added 10.27%
$0
$30.5 Million 0.13% of portfolio
236,846
Q1 2025 Added 7.35%
$99.9B
$28.1 Million 0.12% of portfolio
129,220
Q1 2025 Added 10.54%
$0
$28.4 Million 0.12% of portfolio
1,492,124
Q1 2025 Added 10.54%
$187B
$28.4 Million 0.12% of portfolio
57,309
Q1 2025 Added 7.84%
$0
$29.3 Million 0.12% of portfolio
279,803
Q1 2025 Reduced 2.7%
$0
$28.1 Million 0.12% of portfolio
237,521
Q1 2025 Reduced 25.8%
$479B
$29.9 Million 0.12% of portfolio
213,773
Q1 2025 Added 59.46%
$179B
$27.7 Million 0.12% of portfolio
180,332
Q1 2025 Reduced 34.97%
$0
$28.8 Million 0.12% of portfolio
139,569
Q1 2025 Added 15.0%
$0
$29.4 Million 0.12% of portfolio
373,153
Q1 2025 Added 37.32%
$281B
$25.4 Million 0.11% of portfolio
151,682
Q1 2025 Added 7.6%
$268B
$25.6 Million 0.11% of portfolio
415,078
Q1 2025 Added 18.81%
$129B
$26.4 Million 0.11% of portfolio
97,024
Q1 2025 Added 52.19%
$0
$26.4 Million 0.11% of portfolio
546,395
Q1 2025 Added 3.82%
$0
$26.1 Million 0.11% of portfolio
513,029
Q1 2025 Reduced 6.57%

Summary

  • Portfolio
  • No. of Stocks 2,791
  • Current Value $24 Billion
  • Prior Value $21.7 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 124 stocks
  • Additional Purchases 673 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 469 stocks
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