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
$90.8B
$13.4 Million 0.05% of portfolio
39,113
Q2 2025 Added 4.29%
$7.04B
$13.5 Million 0.05% of portfolio
12,751
Q2 2025 Reduced 0.09%
$185B
$14 Million 0.05% of portfolio
34,415
Q2 2025 Added 5.96%
$184B
$13 Million 0.05% of portfolio
139,217
Q2 2025 Added 24.09%
$134B
$13.5 Million 0.05% of portfolio
58,774
Q2 2025 Reduced 30.11%
$0
$12.6 Million 0.05% of portfolio
162,770
Q2 2025 Reduced 0.54%
$0
$12.4 Million 0.05% of portfolio
253,122
Q2 2025 Reduced 11.23%
$0
$14.3 Million 0.05% of portfolio
83,345
Q2 2025 Added 6.26%
$186B
$13.1 Million 0.05% of portfolio
302,785
Q2 2025 Reduced 0.69%
$313B
$14.1 Million 0.05% of portfolio
175,438
Q2 2025 Reduced 11.09%
$0
$12.2 Million 0.05% of portfolio
262,431
Q2 2025 Reduced 2.23%
$0
$13.9 Million 0.05% of portfolio
277,530
Q2 2025 Reduced 2.04%
$85.8B
$9.79 Million 0.04% of portfolio
64,334
Q2 2025 Reduced 29.42%
$70.4B
$9.58 Million 0.04% of portfolio
97,048
Q2 2025 Added 9.92%
$8.8B
$9.49 Million 0.04% of portfolio
60,694
Q2 2025 Added 1,086.12%
$346B
$9.67 Million 0.04% of portfolio
12,070
Q2 2025 Added 14.0%
$128B
$11 Million 0.04% of portfolio
52,514
Q2 2025 Reduced 44.6%
$58.8B
$11.6 Million 0.04% of portfolio
47,753
Q2 2025 Added 134.37%
$63.5B
$11.4 Million 0.04% of portfolio
134,358
Q2 2025 Reduced 1.58%
$0
$9.3 Million 0.04% of portfolio
93,458
Q2 2025 Added 6.39%
$0
$11.2 Million 0.04% of portfolio
210,130
Q2 2025 Added 336.89%
$0
$10.1 Million 0.04% of portfolio
107,828
Q2 2025 Reduced 5.44%
$0
$10.7 Million 0.04% of portfolio
176,268
Q2 2025 Reduced 2.03%
$0
$11.3 Million 0.04% of portfolio
102,379
Q2 2025 Added 223.2%
$0
$9.15 Million 0.04% of portfolio
52,821
Q2 2025 Added 1.16%
$0
$10.9 Million 0.04% of portfolio
150,227
Q2 2025 Added 1,107.03%
$0
$9.47 Million 0.04% of portfolio
107,351
Q2 2025 Added 13.72%
$0
$9.48 Million 0.04% of portfolio
220,133
Q2 2025 Added 76.0%
$124B
$9.2 Million 0.04% of portfolio
69,162
Q2 2025 Reduced 11.68%
$0
$9.12 Million 0.04% of portfolio
267,402
Q2 2025 Added 2.92%
$54B
$11.4 Million 0.04% of portfolio
20,170
Q2 2025 Added 9.83%
$177B
$10.3 Million 0.04% of portfolio
19,617
Q2 2025 Added 9.72%
$0
$11.6 Million 0.04% of portfolio
78,892
Q2 2025 Reduced 1.75%
$0
$11.3 Million 0.04% of portfolio
84,038
Q2 2025 Added 1.69%
$90.5B
$9.82 Million 0.04% of portfolio
29,703
Q2 2025 Added 9.93%
$64.5B
$11.4 Million 0.04% of portfolio
15,166
Q2 2025 Added 141.38%
$0
$10.2 Million 0.04% of portfolio
195,672
Q2 2025 Added 2.3%
$0
$10.9 Million 0.04% of portfolio
148,155
Q2 2025 Reduced 9.02%
$0
$10.8 Million 0.04% of portfolio
49,196
Q2 2025 Added 10.93%
$49.2B
$6.89 Million 0.03% of portfolio
52,036
Q2 2025 Added 15.58%
$440B
$7.48 Million 0.03% of portfolio
65,967
Q2 2025 Added 16.59%
$53.3B
$6.96 Million 0.03% of portfolio
34,559
Q2 2025 Added 0.12%
$0
$7.52 Million 0.03% of portfolio
182,574
Q2 2025 Added 114.44%
$39B
$6.64 Million 0.03% of portfolio
39,545
Q2 2025 Added 6.19%
$1.1B
$7.91 Million 0.03% of portfolio
140,921
Q2 2025 Added 9.81%
$197B
$7.14 Million 0.03% of portfolio
83,906
Q2 2025 Reduced 51.68%
$65B
$7.71 Million 0.03% of portfolio
146,556
Q2 2025 Added 0.69%
$95.7B
$8.99 Million 0.03% of portfolio
17,647
Q2 2025 Reduced 42.47%
$75.6B
$7.49 Million 0.03% of portfolio
27,795
Q2 2025 Reduced 7.92%

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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