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
$204B
$17.6 Million 0.09% of portfolio
45,089
Q3 2024 Added 3.29%
$144B
$18 Million 0.09% of portfolio
54,305
Q3 2024 Reduced 30.77%
$0
$17.4 Million 0.09% of portfolio
154,124
Q3 2024 Reduced 2.52%
$19.1B
$19.2 Million 0.09% of portfolio
111,517
Q3 2024 Added 3.71%
$0
$18.3 Million 0.09% of portfolio
255,301
Q3 2024 Reduced 10.73%
$0
$19.1 Million 0.09% of portfolio
106,338
Q3 2024 Reduced 2.27%
$0
$19 Million 0.09% of portfolio
176,576
Q3 2024 Reduced 5.06%
$0
$19.1 Million 0.09% of portfolio
137,273
Q3 2024 Reduced 5.19%
$108B
$17.3 Million 0.09% of portfolio
166,895
Q3 2024 Reduced 22.08%
$95.3B
$18.1 Million 0.09% of portfolio
204,954
Q3 2024 Reduced 0.58%
$145B
$18 Million 0.09% of portfolio
49,814
Q3 2024 Added 79.92%
$0
$18.2 Million 0.09% of portfolio
69,150
Q3 2024 Reduced 0.55%
$0
$18.3 Million 0.09% of portfolio
289,931
Q3 2024 Added 13.6%
$0
$18.8 Million 0.09% of portfolio
367,155
Q3 2024 Reduced 12.64%
$158B
$16.3 Million 0.08% of portfolio
50,512
Q3 2024 Added 2.55%
$317B
$17.2 Million 0.08% of portfolio
116,895
Q3 2024 Reduced 0.43%
$39.8B
$16.2 Million 0.08% of portfolio
358,724
Q3 2024 Added 129.93%
$174B
$16.1 Million 0.08% of portfolio
57,817
Q3 2024 Reduced 39.34%
$119B
$16.7 Million 0.08% of portfolio
39,973
Q3 2024 Reduced 0.57%
$187B
$17.3 Million 0.08% of portfolio
78,069
Q3 2024 Added 13.77%
$198B
$16.7 Million 0.08% of portfolio
26,970
Q3 2024 Reduced 7.66%
$0
$16.6 Million 0.08% of portfolio
246,251
Q3 2024 Reduced 1.63%
$0
$15.3 Million 0.08% of portfolio
719,912
Q3 2024 Reduced 12.3%
$0
$16 Million 0.08% of portfolio
136,913
Q3 2024 Reduced 5.16%
$249B
$16.9 Million 0.08% of portfolio
148,416
Q3 2024 Added 7.17%
$116B
$15.7 Million 0.08% of portfolio
422,346
Q3 2024 Added 1,456.52%
$184B
$16.6 Million 0.08% of portfolio
97,851
Q3 2024 Added 5.18%
$0
$16.6 Million 0.08% of portfolio
29,158
Q3 2024 Reduced 9.21%
$0
$16.3 Million 0.08% of portfolio
89,528
Q3 2024 Reduced 2.38%
$0
$15.9 Million 0.08% of portfolio
144,912
Q3 2024 Added 12.81%
$201B
$15.1 Million 0.07% of portfolio
132,651
Q3 2024 Reduced 0.54%
$159B
$13.9 Million 0.07% of portfolio
633,983
Q3 2024 Added 46.52%
$270B
$13.9 Million 0.07% of portfolio
193,398
Q3 2024 Added 4.05%
$191B
$14 Million 0.07% of portfolio
336,236
Q3 2024 Added 4.91%
$8.94B
$14 Million 0.07% of portfolio
124,812
Q3 2024 Added 1,799.15%
$5.98B
$13.4 Million 0.07% of portfolio
54,359
Q3 2024 Added 2.62%
$0
$14.4 Million 0.07% of portfolio
767,574
Q3 2024 Added 460.4%
$0
$14.6 Million 0.07% of portfolio
289,358
Q3 2024 Added 40.64%
$0
$15.1 Million 0.07% of portfolio
138,778
Q3 2024 Reduced 6.14%
$168B
$15 Million 0.07% of portfolio
55,402
Q3 2024 Added 152.18%
$148B
$15 Million 0.07% of portfolio
177,482
Q3 2024 Added 15.87%
$228B
$14.1 Million 0.07% of portfolio
82,960
Q3 2024 Reduced 2.18%
$0
$13.9 Million 0.07% of portfolio
90,224
Q3 2024 Reduced 0.21%
$10.5B
$13.8 Million 0.07% of portfolio
15,586
Q3 2024 Reduced 0.76%
$209B
$13.3 Million 0.07% of portfolio
21,527
Q3 2024 Reduced 2.46%
$0
$14.4 Million 0.07% of portfolio
58,626
Q3 2024 Added 0.44%
$0
$13.5 Million 0.07% of portfolio
179,623
Q3 2024 Reduced 12.57%
$0
$13.4 Million 0.07% of portfolio
137,367
Q3 2024 Added 5.62%
$0
$14 Million 0.07% of portfolio
59,157
Q3 2024 Added 8.15%

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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