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
$16.4 Million 0.07% of portfolio
760,179
Q1 2025 Reduced 4.24%
$204B
$16.9 Million 0.07% of portfolio
21,283
Q1 2025 Reduced 2.0%
$177B
$17 Million 0.07% of portfolio
87,607
Q1 2025 Added 32.78%
$8.48B
$16.9 Million 0.07% of portfolio
12,763
Q1 2025 Added 0.12%
$162B
$16.2 Million 0.07% of portfolio
32,480
Q1 2025 Added 32.78%
$146B
$15.7 Million 0.07% of portfolio
128,875
Q1 2025 Reduced 0.12%
$0
$17.7 Million 0.07% of portfolio
152,745
Q1 2025 Reduced 14.86%
$0
$15.7 Million 0.07% of portfolio
259,063
Q1 2025 Reduced 7.06%
$0
$16.2 Million 0.07% of portfolio
89,002
Q1 2025 Reduced 1.01%
$116B
$16.6 Million 0.07% of portfolio
34,232
Q1 2025 Added 8.31%
$80.2B
$13.4 Million 0.06% of portfolio
91,155
Q1 2025 Reduced 2.51%
$142B
$13.9 Million 0.06% of portfolio
137,701
Q1 2025 Added 2.19%
$75.1B
$14.2 Million 0.06% of portfolio
129,408
Q1 2025 Added 3.33%
$0
$14.7 Million 0.06% of portfolio
222,190
Q1 2025 Added 1.08%
$0
$14.1 Million 0.06% of portfolio
139,695
Q1 2025 Added 30.72%
$0
$13.8 Million 0.06% of portfolio
273,928
Q1 2025 Reduced 1.21%
$0
$14.8 Million 0.06% of portfolio
290,330
Q1 2025 Added 160.03%
$121B
$14.8 Million 0.06% of portfolio
21,775
Q1 2025 Added 15.63%
$53.5M
$13.7 Million 0.06% of portfolio
2,892,662
Q1 2025 New
$108B
$14.6 Million 0.06% of portfolio
60,003
Q1 2025 Reduced 5.39%
$143B
$13.7 Million 0.06% of portfolio
192,553
Q1 2025 Added 8.13%
$179B
$14.7 Million 0.06% of portfolio
211,866
Q1 2025 Added 22.18%
$182B
$14.3 Million 0.06% of portfolio
95,604
Q1 2025 Added 7.69%
$99.4B
$15.2 Million 0.06% of portfolio
154,679
Q1 2025 Added 21.33%
$295B
$13.4 Million 0.06% of portfolio
50,214
Q1 2025 Added 18.77%
$0
$14.2 Million 0.06% of portfolio
490,654
Q1 2025 Added 123.44%
$0
$14.2 Million 0.06% of portfolio
64,191
Q1 2025 Added 4.48%
$0
$14.1 Million 0.06% of portfolio
285,156
Q1 2025 Reduced 20.41%
$0
$13.2 Million 0.06% of portfolio
53,370
Q1 2025 Added 7.9%
$0
$15.2 Million 0.06% of portfolio
46,641
Q1 2025 Added 11.37%
$0
$14.9 Million 0.06% of portfolio
56,261
Q1 2025 Added 5.36%
$185B
$13.8 Million 0.06% of portfolio
304,880
Q1 2025 Added 10.81%
$286B
$14.2 Million 0.06% of portfolio
197,330
Q1 2025 Added 43.62%
$69.9B
$14.2 Million 0.06% of portfolio
92,755
Q1 2025 Added 32.28%
$0
$14 Million 0.06% of portfolio
283,307
Q1 2025 Reduced 2.36%
$131B
$12.3 Million 0.05% of portfolio
40,358
Q1 2025 Added 29.92%
$218B
$11.3 Million 0.05% of portfolio
2,450
Q1 2025 Added 10.61%
$151B
$12.3 Million 0.05% of portfolio
173,649
Q1 2025 Added 26.01%
$100B
$10.8 Million 0.05% of portfolio
30,676
Q1 2025 Added 8.11%
$264B
$11.6 Million 0.05% of portfolio
57,797
Q1 2025 Added 18.28%
$152B
$12.4 Million 0.05% of portfolio
58,698
Q1 2025 Added 77.29%
$98B
$13.1 Million 0.05% of portfolio
75,934
Q1 2025 Added 52.2%
$0
$12 Million 0.05% of portfolio
208,465
Q1 2025 Added 48.68%
$0
$11.5 Million 0.05% of portfolio
151,797
Q1 2025 Added 164.15%
$0
$11.8 Million 0.05% of portfolio
87,968
Q1 2025 Reduced 0.44%
$125B
$12.1 Million 0.05% of portfolio
27,047
Q1 2025 Added 32.19%
$278B
$13.2 Million 0.05% of portfolio
83,085
Q1 2025 Added 8.06%
$60.7B
$10.8 Million 0.05% of portfolio
18,364
Q1 2025 Added 55.02%
$0
$12.1 Million 0.05% of portfolio
82,643
Q1 2025 Added 15.42%

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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