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
$15.5B
$27.3 Million 0.11% of portfolio
60,600
Q2 2025 Reduced 17.9%
$0
$28.6 Million 0.11% of portfolio
573,567
Q2 2025 Added 4.97%
$0
$28.9 Million 0.11% of portfolio
1,537,167
Q2 2025 Added 3.02%
$187B
$28.8 Million 0.11% of portfolio
36,613
Q2 2025 Added 18.18%
$0
$28.9 Million 0.11% of portfolio
264,852
Q2 2025 Reduced 5.34%
$0
$29 Million 0.11% of portfolio
209,468
Q2 2025 Added 16.29%
$0
$29.8 Million 0.11% of portfolio
364,522
Q2 2025 Reduced 2.31%
$0
$27.8 Million 0.11% of portfolio
255,798
Q2 2025 Reduced 5.97%
$0
$29.2 Million 0.11% of portfolio
151,694
Q2 2025 Reduced 4.17%
$0
$27.4 Million 0.11% of portfolio
314,517
Q2 2025 Added 14.31%
$0
$28.7 Million 0.11% of portfolio
336,810
Q2 2025 Added 33.78%
$232B
$27.1 Million 0.1% of portfolio
91,938
Q2 2025 Reduced 3.23%
$0
$26.6 Million 0.1% of portfolio
429,072
Q2 2025 Added 9.15%
$0
$27.1 Million 0.1% of portfolio
1,162,411
Q2 2025 Added 12.4%
$53.8B
$25 Million 0.1% of portfolio
66,094
Q2 2025 Added 58.79%
$0
$25.2 Million 0.1% of portfolio
115,866
Q2 2025 Reduced 3.04%
$0
$26.8 Million 0.1% of portfolio
310,304
Q2 2025 Reduced 3.99%
$21B
$24.9 Million 0.1% of portfolio
273,087
Q2 2025 Added 1,192.9%
$152B
$24.5 Million 0.09% of portfolio
82,018
Q2 2025 Added 20.86%
$251B
$22.9 Million 0.09% of portfolio
71,784
Q2 2025 Reduced 20.72%
$119B
$24.4 Million 0.09% of portfolio
272,367
Q2 2025 Added 41.53%
$0
$23.7 Million 0.09% of portfolio
130,255
Q2 2025 Added 23.52%
$0
$23.7 Million 0.09% of portfolio
260,913
Q2 2025 Added 29.44%
$224B
$23.5 Million 0.09% of portfolio
80,427
Q2 2025 Added 2.29%
$174B
$22.1 Million 0.09% of portfolio
179,305
Q2 2025 Reduced 30.16%
$267B
$22.3 Million 0.09% of portfolio
158,510
Q2 2025 Reduced 5.23%
$186B
$24 Million 0.09% of portfolio
150,489
Q2 2025 Reduced 16.55%
$0
$23.6 Million 0.09% of portfolio
99,688
Q2 2025 Added 55.3%
$0
$22.2 Million 0.09% of portfolio
174,274
Q2 2025 Added 0.43%
$313B
$21.9 Million 0.08% of portfolio
152,753
Q2 2025 Added 0.71%
$212B
$19.7 Million 0.08% of portfolio
159,053
Q2 2025 Reduced 57.85%
$316B
$20.7 Million 0.08% of portfolio
80,562
Q2 2025 Added 39.39%
$89.3B
$20.6 Million 0.08% of portfolio
70,477
Q2 2025 Reduced 0.12%
$13.9B
$20.3 Million 0.08% of portfolio
141,225
Q2 2025 Added 10.73%
$96.2B
$20.2 Million 0.08% of portfolio
110,101
Q2 2025 Added 45.0%
$0
$21.3 Million 0.08% of portfolio
178,606
Q2 2025 Reduced 24.8%
$0
$22 Million 0.08% of portfolio
91,706
Q2 2025 Reduced 6.52%
$0
$19.6 Million 0.08% of portfolio
219,482
Q2 2025 Added 166.58%
$258B
$21 Million 0.08% of portfolio
115,504
Q2 2025 Added 39.02%
$0
$21.6 Million 0.08% of portfolio
38,084
Q2 2025 Reduced 0.82%
$163B
$21.2 Million 0.08% of portfolio
171,447
Q2 2025 Added 33.03%
$298B
$20.7 Million 0.08% of portfolio
86,765
Q2 2025 Added 72.79%
$0
$20.3 Million 0.08% of portfolio
157,887
Q2 2025 Added 3.37%
$0
$20.9 Million 0.08% of portfolio
421,915
Q2 2025 Added 196.95%
$99.4B
$20.4 Million 0.08% of portfolio
45,822
Q2 2025 Added 33.86%
$412B
$18.1 Million 0.07% of portfolio
382,673
Q2 2025 Reduced 27.63%
$290B
$18.3 Million 0.07% of portfolio
258,695
Q2 2025 Added 0.93%
$8.09B
$18.4 Million 0.07% of portfolio
143,077
Q2 2025 Reduced 0.55%
$5.34B
$17.7 Million 0.07% of portfolio
409,718
Q2 2025 New

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
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