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
$0
$26.8 Million 0.11% of portfolio
142,547
Q1 2025 Added 0.26%
$261B
$27 Million 0.11% of portfolio
319,403
Q1 2025 Reduced 12.37%
$0
$26.2 Million 0.11% of portfolio
272,052
Q1 2025 Added 5.2%
$46.4B
$25.7 Million 0.11% of portfolio
245,903
Q1 2025 Added 18.97%
$0
$27.3 Million 0.11% of portfolio
158,297
Q1 2025 Reduced 2.67%
$0
$25.6 Million 0.11% of portfolio
275,987
Q1 2025 Reduced 1.71%
$0
$26.6 Million 0.11% of portfolio
323,200
Q1 2025 Added 79.62%
$224B
$24.4 Million 0.1% of portfolio
90,543
Q1 2025 Added 48.43%
$120B
$24.5 Million 0.1% of portfolio
121,660
Q1 2025 Added 11.91%
$156B
$24.6 Million 0.1% of portfolio
52,344
Q1 2025 Added 29.87%
$248B
$23.6 Million 0.1% of portfolio
95,010
Q1 2025 Added 0.49%
$0
$22.9 Million 0.1% of portfolio
393,098
Q1 2025 Reduced 3.03%
$0
$23.9 Million 0.1% of portfolio
1,034,209
Q1 2025 Added 56.22%
$0
$22.9 Million 0.1% of portfolio
190,887
Q1 2025 Reduced 3.73%
$221B
$24.6 Million 0.1% of portfolio
78,625
Q1 2025 Added 68.93%
$7.9B
$23.1 Million 0.1% of portfolio
932,386
Q1 2025 Added 3,886.43%
$0
$23.6 Million 0.1% of portfolio
119,502
Q1 2025 Added 287.54%
$0
$25.2 Million 0.1% of portfolio
67,983
Q1 2025 Added 2.8%
$235B
$22.3 Million 0.09% of portfolio
168,172
Q1 2025 Added 17.24%
$202B
$21.2 Million 0.09% of portfolio
67,860
Q1 2025 Added 4.21%
$362B
$22.1 Million 0.09% of portfolio
528,771
Q1 2025 Added 3.46%
$0
$21.2 Million 0.09% of portfolio
180,119
Q1 2025 Added 10.6%
$124B
$22.3 Million 0.09% of portfolio
256,742
Q1 2025 Added 15.82%
$0
$20.5 Million 0.09% of portfolio
38,400
Q1 2025 Reduced 1.97%
$0
$20.8 Million 0.09% of portfolio
251,768
Q1 2025 Reduced 1.02%
$0
$22.2 Million 0.09% of portfolio
275,137
Q1 2025 Reduced 3.86%
$0
$20.7 Million 0.09% of portfolio
173,524
Q1 2025 Added 14.44%
$189B
$18.7 Million 0.08% of portfolio
56,757
Q1 2025 Added 23.85%
$313B
$18.4 Million 0.08% of portfolio
256,315
Q1 2025 Added 26.63%
$116B
$20.2 Million 0.08% of portfolio
192,446
Q1 2025 Added 3.98%
$8.28B
$18 Million 0.08% of portfolio
143,873
Q1 2025 Added 5.67%
$76.2B
$19.2 Million 0.08% of portfolio
70,565
Q1 2025 Added 1.33%
$15B
$18.9 Million 0.08% of portfolio
127,539
Q1 2025 Added 7.73%
$215B
$19 Million 0.08% of portfolio
30,981
Q1 2025 Added 4.55%
$0
$18.3 Million 0.08% of portfolio
105,450
Q1 2025 Added 3.29%
$0
$18.1 Million 0.08% of portfolio
171,908
Q1 2025 Reduced 8.26%
$0
$18.8 Million 0.08% of portfolio
161,951
Q1 2025 Reduced 2.45%
$0
$19.8 Million 0.08% of portfolio
98,104
Q1 2025 Added 145.16%
$206B
$20.4 Million 0.08% of portfolio
226,848
Q1 2025 Added 42.61%
$223B
$19.5 Million 0.08% of portfolio
167,250
Q1 2025 Added 121.65%
$3.63B
$18.9 Million 0.08% of portfolio
1,361,965
Q1 2025 Added 79.38%
$139B
$19.9 Million 0.08% of portfolio
84,095
Q1 2025 Added 1.98%
$157B
$17.9 Million 0.07% of portfolio
57,526
Q1 2025 Added 2.78%
$203B
$16.5 Million 0.07% of portfolio
584,696
Q1 2025 Reduced 0.18%
$129B
$16.2 Million 0.07% of portfolio
94,791
Q1 2025 Reduced 1.36%
$147B
$16.5 Million 0.07% of portfolio
80,674
Q1 2025 Added 53.64%
$0
$15.7 Million 0.07% of portfolio
142,206
Q1 2025 Added 1.44%
$0
$17 Million 0.07% of portfolio
228,155
Q1 2025 Reduced 3.01%
$0
$16.8 Million 0.07% of portfolio
201,574
Q1 2025 Reduced 26.78%

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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