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
$4.65B
$8.59 Million 0.04% of portfolio
251,681
Q3 2024 Added 135.42%
$0
$8.13 Million 0.04% of portfolio
132,510
Q3 2024 Reduced 0.96%
$79.5B
$8.08 Million 0.04% of portfolio
64,561
Q3 2024 Added 393.28%
$195B
$7.9 Million 0.04% of portfolio
41,901
Q3 2024 Added 11.7%
$29B
$8.96 Million 0.04% of portfolio
57,150
Q3 2024 New
$82.9B
$8.54 Million 0.04% of portfolio
32,581
Q3 2024 Added 8.76%
$87.4B
$7.5 Million 0.04% of portfolio
46,688
Q3 2024 Reduced 55.43%
$0
$8.47 Million 0.04% of portfolio
341,090
Q3 2024 Reduced 10.92%
$0
$8.41 Million 0.04% of portfolio
426,362
Q3 2024 Reduced 0.16%
$0
$7.38 Million 0.04% of portfolio
41,180
Q3 2024 Added 2.53%
$0
$8.99 Million 0.04% of portfolio
44,358
Q3 2024 Added 8.33%
$0
$9.13 Million 0.04% of portfolio
67,558
Q3 2024 Reduced 4.25%
$0
$7.7 Million 0.04% of portfolio
231,586
Q3 2024 Added 3.78%
$0
$7.53 Million 0.04% of portfolio
23,958
Q3 2024 Reduced 0.48%
$0
$7.84 Million 0.04% of portfolio
326,628
Q3 2024 Reduced 8.16%
$0
$7.92 Million 0.04% of portfolio
204,827
Q3 2024 Reduced 8.99%
$0
$9.01 Million 0.04% of portfolio
384,646
Q3 2024 Reduced 3.89%
$0
$8.73 Million 0.04% of portfolio
57,555
Q3 2024 Added 1.65%
$0
$7.34 Million 0.04% of portfolio
240,528
Q3 2024 Added 2.65%
$110B
$9.11 Million 0.04% of portfolio
40,834
Q3 2024 Added 1.38%
$224B
$7.22 Million 0.04% of portfolio
69,249
Q3 2024 Added 5.74%
$11.1B
$7.66 Million 0.04% of portfolio
287,650
Q3 2024 Added 3.23%
$77B
$7.72 Million 0.04% of portfolio
14,622
Q3 2024 Added 9.44%
$199B
$8.52 Million 0.04% of portfolio
70,208
Q3 2024 Added 4.8%
$0
$7.75 Million 0.04% of portfolio
85,918
Q3 2024 Reduced 0.14%
$9.07B
$8.68 Million 0.04% of portfolio
44,793
Q3 2024 New
$0
$8.17 Million 0.04% of portfolio
229,242
Q3 2024 Reduced 29.8%
$943M
$7.59 Million 0.04% of portfolio
18,228
Q3 2024 Added 9.56%
$29.2B
$8.19 Million 0.04% of portfolio
164,102
Q3 2024 New
$296B
$8.41 Million 0.04% of portfolio
40,739
Q3 2024 Reduced 51.95%
$54B
$8.68 Million 0.04% of portfolio
64,295
Q3 2024 Added 299.97%
$0
$7.81 Million 0.04% of portfolio
196,244
Q3 2024 Reduced 2.21%
$0
$9.01 Million 0.04% of portfolio
42,624
Q3 2024 Added 4.2%
$0
$8.15 Million 0.04% of portfolio
37,308
Q3 2024 Added 5.5%
$276B
$7.6 Million 0.04% of portfolio
134,597
Q3 2024 Added 5.68%
$20.1B
$7.49 Million 0.04% of portfolio
109,703
Q3 2024 Reduced 4.66%
$73.1B
$7.02 Million 0.03% of portfolio
51,348
Q3 2024 Reduced 19.38%
$52.9B
$6.02 Million 0.03% of portfolio
31,732
Q3 2024 Reduced 5.54%
$0
$6.36 Million 0.03% of portfolio
303,595
Q3 2024 Added 160.87%
$125B
$6.05 Million 0.03% of portfolio
21,880
Q3 2024 Added 2.33%
$64.8B
$6.17 Million 0.03% of portfolio
25,579
Q3 2024 Added 7.87%
$82.3B
$6.14 Million 0.03% of portfolio
40,381
Q3 2024 Added 2.03%
$124B
$6.94 Million 0.03% of portfolio
134,028
Q3 2024 Added 4.09%
$56.9B
$5.6 Million 0.03% of portfolio
29,345
Q3 2024 Reduced 63.87%
$155B
$6.07 Million 0.03% of portfolio
29,380
Q3 2024 Reduced 5.69%
$103B
$5.3 Million 0.03% of portfolio
226,017
Q3 2024 Added 4.15%
$0
$6.85 Million 0.03% of portfolio
168,616
Q3 2024 Added 3.5%
$41.1B
$5.62 Million 0.03% of portfolio
113,100
Q3 2024 Reduced 0.07%
$0
$7.12 Million 0.03% of portfolio
60,521
Q3 2024 Reduced 4.64%

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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