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
$0
$17.6 Million 0.07% of portfolio
145,164
Q2 2025 Added 2.08%
$0
$19 Million 0.07% of portfolio
228,126
Q2 2025 Added 50.28%
$0
$18.8 Million 0.07% of portfolio
151,737
Q2 2025 Reduced 20.51%
$0
$17.4 Million 0.07% of portfolio
172,906
Q2 2025 Added 23.77%
$206B
$18.6 Million 0.07% of portfolio
234,343
Q2 2025 Added 3.3%
$8.5B
$17.9 Million 0.07% of portfolio
643,624
Q2 2025 Reduced 30.97%
$138B
$17.9 Million 0.07% of portfolio
258,466
Q2 2025 Added 34.23%
$0
$18.8 Million 0.07% of portfolio
790,976
Q2 2025 Added 4.05%
$143B
$19.4 Million 0.07% of portfolio
48,915
Q2 2025 Added 42.71%
$0
$18.8 Million 0.07% of portfolio
239,269
Q2 2025 Added 746.28%
$0
$17.5 Million 0.07% of portfolio
96,129
Q2 2025 Added 8.01%
$147B
$16.5 Million 0.06% of portfolio
59,012
Q2 2025 Added 2.58%
$120B
$14.9 Million 0.06% of portfolio
48,299
Q2 2025 Added 19.68%
$113B
$14.4 Million 0.06% of portfolio
49,812
Q2 2025 Added 48.05%
$140B
$15.2 Million 0.06% of portfolio
77,013
Q2 2025 Reduced 4.54%
$77.5B
$16.8 Million 0.06% of portfolio
126,075
Q2 2025 Reduced 2.58%
$0
$15.6 Million 0.06% of portfolio
218,855
Q2 2025 Reduced 1.5%
$0
$14.7 Million 0.06% of portfolio
698,994
Q2 2025 Reduced 1.65%
$0
$14.5 Million 0.06% of portfolio
138,891
Q2 2025 Reduced 19.21%
$0
$16.4 Million 0.06% of portfolio
288,581
Q2 2025 Added 527.46%
$0
$16.8 Million 0.06% of portfolio
330,535
Q2 2025 Added 13.85%
$52.7M
$14.8 Million 0.06% of portfolio
2,892,662
Q1 2025 New
$131B
$14.4 Million 0.06% of portfolio
208,432
Q2 2025 Reduced 1.62%
$3.95B
$14.4 Million 0.06% of portfolio
1,059,854
Q2 2025 Reduced 22.18%
$0
$15.2 Million 0.06% of portfolio
519,330
Q2 2025 Reduced 80.76%
$96.8B
$15.3 Million 0.06% of portfolio
166,556
Q2 2025 Added 7.68%
$177B
$15.2 Million 0.06% of portfolio
78,043
Q2 2025 Reduced 10.92%
$0
$16.5 Million 0.06% of portfolio
59,184
Q2 2025 Added 0.73%
$0
$16.5 Million 0.06% of portfolio
185,434
Q2 2025 Added 27.46%
$0
$15.8 Million 0.06% of portfolio
43,497
Q2 2025 Reduced 6.74%
$0
$16.2 Million 0.06% of portfolio
57,998
Q2 2025 Added 8.67%
$257B
$12.6 Million 0.05% of portfolio
88,822
Q2 2025 Added 14.73%
$0
$12.9 Million 0.05% of portfolio
588,315
Q2 2025 Added 62.58%
$211B
$12.4 Million 0.05% of portfolio
428,096
Q2 2025 Reduced 26.78%
$221B
$12.3 Million 0.05% of portfolio
2,129
Q2 2025 Reduced 13.1%
$141B
$13.5 Million 0.05% of portfolio
126,022
Q2 2025 Reduced 8.48%
$63.3B
$13.1 Million 0.05% of portfolio
124,335
Q2 2025 Added 408.17%
$142B
$14 Million 0.05% of portfolio
59,904
Q2 2025 Added 2.05%
$0
$11.8 Million 0.05% of portfolio
51,998
Q2 2025 Added 1,614.41%
$0
$13 Million 0.05% of portfolio
229,649
Q2 2025 Added 10.16%
$0
$11.8 Million 0.05% of portfolio
107,908
Q2 2025 Added 6.83%
$0
$13.6 Million 0.05% of portfolio
105,372
Q2 2025 Reduced 34.94%
$0
$14.2 Million 0.05% of portfolio
107,247
Q2 2025 Added 21.92%
$140B
$12.6 Million 0.05% of portfolio
14,081
Q2 2025 Reduced 35.33%
$124B
$13.1 Million 0.05% of portfolio
28,348
Q2 2025 Added 4.81%
$97.9B
$12.9 Million 0.05% of portfolio
59,113
Q2 2025 Reduced 1.48%
$16.1B
$13.8 Million 0.05% of portfolio
188,504
Q2 2025 Added 9.38%
$195B
$13.2 Million 0.05% of portfolio
99,721
Q2 2025 Added 4.31%
$0
$12 Million 0.05% of portfolio
544,725
Q2 2025 Added 0.04%

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
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