Lido Advisors, LLC Portfolio Holdings

Lido Advisors, LLC

  • $21.7 Billion
  • Q4 2024

Lido Advisors, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $21.7 Billion distributed in 2733 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 $1.59B, Invesco Et Self Idxd Fd Tr Bul with a value of $1.22B, Invesco Et Seld Idxd Fd Tr Bul with a value of $989M, Apple Inc. with a value of $819M, and Microsoft Corp with a value of $461M.

Examining the 13F form we can see an increase of $1.38B in the current position value, from $20.3B to 21.7B.

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 $21.7 Billion
ETFs: $15.3 Billion
Technology: $2.79 Billion
Financial Services: $743 Million
Consumer Cyclical: $634 Million
Communication Services: $570 Million
Healthcare: $530 Million
Industrials: $367 Million
Consumer Defensive: $319 Million
Other: $456 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$198B
$15.8 Million 0.07% of portfolio
159,071
Q4 2024 Added 7.18%
$131B
$14.9 Million 0.07% of portfolio
173,403
Q4 2024 Added 0.38%
$148B
$15.6 Million 0.07% of portfolio
129,024
Q4 2024 Added 20.07%
$0
$14.8 Million 0.07% of portfolio
61,438
Q4 2024 Added 3.86%
$0
$16 Million 0.07% of portfolio
278,731
Q4 2024 Reduced 3.86%
$0
$15.7 Million 0.07% of portfolio
41,879
Q4 2024 Added 5.15%
$0
$15 Million 0.07% of portfolio
179,933
Q4 2024 New
$0
$14.8 Million 0.07% of portfolio
290,157
Q4 2024 Added 1,887.92%
$72B
$12.1 Million 0.06% of portfolio
93,499
Q4 2024 Added 82.09%
$193B
$13.3 Million 0.06% of portfolio
585,772
Q4 2024 Reduced 7.6%
$136B
$12 Million 0.06% of portfolio
134,747
Q4 2024 Added 10.69%
$316B
$12.6 Million 0.06% of portfolio
202,412
Q4 2024 Added 4.66%
$136B
$12.1 Million 0.06% of portfolio
52,508
Q4 2024 Reduced 9.18%
$0
$14 Million 0.06% of portfolio
129,357
Q4 2024 Reduced 26.74%
$0
$12.6 Million 0.06% of portfolio
92,950
Q4 2024 Reduced 32.29%
$0
$13.8 Million 0.06% of portfolio
277,273
Q4 2024 Reduced 4.18%
$229B
$13.5 Million 0.06% of portfolio
46,544
Q4 2024 Added 28.85%
$130B
$12.8 Million 0.06% of portfolio
178,077
Q4 2024 Added 0.34%
$0
$14 Million 0.06% of portfolio
162,573
Q4 2024 Added 10.22%
$0
$12.5 Million 0.06% of portfolio
316,675
Q4 2024 Added 14.87%
$197B
$13.5 Million 0.06% of portfolio
88,779
Q4 2024 Added 7.01%
$131B
$12.7 Million 0.06% of portfolio
35,323
Q4 2024 Reduced 29.09%
$177B
$12.8 Million 0.06% of portfolio
65,981
Q4 2024 Added 6.23%
$10B
$14.1 Million 0.06% of portfolio
12,748
Q4 2024 Reduced 18.21%
$167B
$12.7 Million 0.06% of portfolio
24,461
Q4 2024 Added 13.63%
$0
$13.2 Million 0.06% of portfolio
54,574
Q4 2024 Reduced 6.91%
$0
$12.6 Million 0.06% of portfolio
175,134
Q4 2024 Reduced 2.5%
$0
$13 Million 0.06% of portfolio
145,742
Q4 2024 Added 6.1%
$0
$13.5 Million 0.06% of portfolio
53,399
Q4 2024 Added 6.77%
$0
$12.6 Million 0.06% of portfolio
49,462
Q4 2024 Added 5.87%
$126B
$12.7 Million 0.06% of portfolio
31,606
Q4 2024 Added 29.54%
$182B
$11 Million 0.05% of portfolio
2,215
Q4 2024 Reduced 27.16%
$23.4B
$10.8 Million 0.05% of portfolio
254,963
Q4 2024 Added 170.81%
$46.5B
$10 Million 0.05% of portfolio
134,124
Q4 2024 Added 113.91%
$0
$10.2 Million 0.05% of portfolio
114,356
Q4 2024 Reduced 8.48%
$0
$10.7 Million 0.05% of portfolio
106,865
Q4 2024 Added 65.42%
$0
$10.1 Million 0.05% of portfolio
193,610
Q4 2024 Reduced 13.53%
$0
$11.6 Million 0.05% of portfolio
88,356
Q4 2024 Added 30.79%
$89.9B
$11.9 Million 0.05% of portfolio
18,832
Q4 2024 Added 149.43%
$122B
$9.94 Million 0.05% of portfolio
20,460
Q4 2024 Reduced 3.33%
$8.3B
$10.6 Million 0.05% of portfolio
156,005
Q4 2024 Added 3.19%
$3.46B
$10.9 Million 0.05% of portfolio
759,244
Q4 2024 Reduced 16.24%
$0
$11.6 Million 0.05% of portfolio
628,128
Q4 2024 Added 96.3%
$0
$9.85 Million 0.05% of portfolio
71,600
Q4 2024 Reduced 20.64%
$93.5B
$11.6 Million 0.05% of portfolio
127,489
Q4 2024 Added 7.17%
$70.3B
$10.2 Million 0.05% of portfolio
81,250
Q4 2024 Added 11.01%
$0
$11.2 Million 0.05% of portfolio
150,169
Q4 2024 Added 992.38%
$0
$11.2 Million 0.05% of portfolio
72,040
Q4 2024 Added 5.07%
$185B
$11 Million 0.05% of portfolio
275,129
Q4 2024 Reduced 4.67%

Summary

  • Portfolio
  • No. of Stocks 2,733
  • Current Value $21.7 Billion
  • Prior Value $20.3 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 143 stocks
  • Additional Purchases 720 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 363 stocks
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