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
$0
$13.6 Million 0.07% of portfolio
39,829
Q3 2024 Added 23.87%
$0
$14.1 Million 0.07% of portfolio
50,014
Q3 2024 Added 4.86%
$59.9B
$11.5 Million 0.06% of portfolio
24,543
Q3 2024 Added 269.07%
$119B
$12.5 Million 0.06% of portfolio
32,621
Q3 2024 Added 225.3%
$368B
$11.6 Million 0.06% of portfolio
292,632
Q3 2024 Added 3.66%
$158B
$11.9 Million 0.06% of portfolio
12,507
Q3 2024 Reduced 4.39%
$197B
$12.8 Million 0.06% of portfolio
3,041
Q3 2024 Added 231.26%
$76.3B
$11.6 Million 0.06% of portfolio
111,820
Q3 2024 Added 139.02%
$74B
$12.8 Million 0.06% of portfolio
49,105
Q3 2024 Added 2.83%
$41.6B
$12.5 Million 0.06% of portfolio
245,758
Q3 2024 Added 10.93%
$0
$12.1 Million 0.06% of portfolio
136,996
Q3 2024 Reduced 6.89%
$0
$11.4 Million 0.06% of portfolio
124,948
Q3 2024 Reduced 14.52%
$0
$12.8 Million 0.06% of portfolio
223,893
Q3 2024 Reduced 3.37%
$141B
$12.4 Million 0.06% of portfolio
21,165
Q3 2024 Reduced 3.18%
$0
$12.2 Million 0.06% of portfolio
147,498
Q3 2024 Reduced 25.02%
$0
$11.5 Million 0.06% of portfolio
275,677
Q3 2024 Added 47.31%
$0
$13.2 Million 0.06% of portfolio
319,981
Q3 2024 Reduced 9.3%
$114B
$11.6 Million 0.06% of portfolio
118,965
Q3 2024 Added 3.48%
$177B
$12.1 Million 0.06% of portfolio
62,112
Q3 2024 Reduced 10.54%
$139B
$12.6 Million 0.06% of portfolio
107,454
Q3 2024 Reduced 3.0%
$0
$12.2 Million 0.06% of portfolio
46,721
Q3 2024 Added 15.17%
$172B
$13 Million 0.06% of portfolio
288,602
Q3 2024 Added 4.15%
$124B
$11.3 Million 0.06% of portfolio
24,399
Q3 2024 Added 1.39%
$125B
$10.2 Million 0.05% of portfolio
121,729
Q3 2024 Added 3.74%
$24.4B
$9.69 Million 0.05% of portfolio
42,828
Q3 2024 Added 372.25%
$32.9B
$10.9 Million 0.05% of portfolio
91,978
Q3 2024 Reduced 6.01%
$0
$9.6 Million 0.05% of portfolio
50,581
Q3 2024 Reduced 0.2%
$0
$11 Million 0.05% of portfolio
33,728
Q3 2024 Reduced 2.06%
$0
$9.58 Million 0.05% of portfolio
153,768
Q3 2024 Added 0.62%
$0
$9.84 Million 0.05% of portfolio
110,105
Q3 2024 Reduced 0.06%
$129B
$10.7 Million 0.05% of portfolio
82,036
Q3 2024 Added 914.67%
$220B
$11 Million 0.05% of portfolio
36,123
Q3 2024 Added 1.56%
$12.3B
$10.6 Million 0.05% of portfolio
151,188
Q3 2024 New
$29.5B
$9.89 Million 0.05% of portfolio
1,008
Q3 2024 Added 2,780.0%
$146B
$10.2 Million 0.05% of portfolio
350,989
Q3 2024 Added 4.67%
$0
$10.4 Million 0.05% of portfolio
156,051
Q3 2024 Reduced 10.29%
$101B
$9.59 Million 0.05% of portfolio
25,136
Q3 2024 Added 28.94%
$81.8B
$10.9 Million 0.05% of portfolio
44,908
Q3 2024 Added 2.84%
$17.5B
$9.96 Million 0.05% of portfolio
160,413
Q3 2024 Added 598.82%
$18.5B
$9.51 Million 0.05% of portfolio
159,765
Q3 2024 Added 1.62%
$145B
$10.8 Million 0.05% of portfolio
43,751
Q3 2024 Added 2.11%
$96.8B
$9.98 Million 0.05% of portfolio
73,192
Q3 2024 Added 4.18%
$0
$9.19 Million 0.05% of portfolio
312,459
Q3 2024 Reduced 28.47%
$0
$9.97 Million 0.05% of portfolio
68,563
Q3 2024 Added 6.92%
$35.8B
$9.41 Million 0.05% of portfolio
51,772
Q3 2024 Added 4.27%
$21B
$8.65 Million 0.04% of portfolio
42,373
Q3 2024 Reduced 0.13%
$119B
$7.18 Million 0.04% of portfolio
24,906
Q3 2024 Reduced 1.17%
$144B
$7.82 Million 0.04% of portfolio
74,298
Q3 2024 Added 8.34%
$76.3B
$8.71 Million 0.04% of portfolio
79,611
Q3 2024 Added 155.26%

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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