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
ARCC Ares Capital Corp Financial Services	$0	$7.74 Million 0.04% of portfolio	353,577	Q4 2024 Added 16.46%
ADP Automatic Data Processing Inc Industrials	$122B	$9.09 Million 0.04% of portfolio	31,063	Q4 2024 Added 41.97%
C Citigroup Inc Financial Services	$122B	$9.7 Million 0.04% of portfolio	137,801	Q4 2024 Added 432.91%
CRWD Crowd Strike Holdings, Inc. Technology	$80.7B	$9.71 Million 0.04% of portfolio	28,375	Q4 2024 Added 426.44%
DD Du Pont De Nemours, Inc. Basic Materials	$30.1B	$8.13 Million 0.04% of portfolio	106,610	Q4 2024 Added 452.78%
EXPE Expedia Group, Inc. Consumer Cyclical	$23B	$8.82 Million 0.04% of portfolio	47,356	Q4 2024 Added 3,050.77%
FDLO Fidelity Covington Tr Low Vola ETFs	$0	$7.89 Million 0.04% of portfolio	130,281	Q4 2024 Reduced 1.68%
GRMN Garmin LTD Technology	$36.5B	$9.48 Million 0.04% of portfolio	45,966	Q4 2024 Added 1,078.92%
GE General Electric CO Industrials	$199B	$8.15 Million 0.04% of portfolio	48,866	Q4 2024 Added 16.62%
ITW Illinois Tool Works Inc Industrials	$70.9B	$8.52 Million 0.04% of portfolio	33,603	Q4 2024 Added 3.14%
BSCR Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$9.49 Million 0.04% of portfolio	487,344	Q4 2024 Added 14.3%
HDV Ishares Core High Dividend ETF ETFs	$0	$8.3 Million 0.04% of portfolio	73,951	Q4 2024 Added 22.19%
USRT Ishares Core U.S. Reit ETF ETFs	$0	$8.04 Million 0.04% of portfolio	140,215	Q4 2024 Added 22.27%
IGV Ishares Expanded Tech Software ETFs	$0	$9.73 Million 0.04% of portfolio	97,229	Q4 2024 Reduced 11.69%
MTUM Ishares Msci Usa Momentum Fact ETFs	$0	$8.28 Million 0.04% of portfolio	40,017	Q4 2024 Reduced 9.79%
IBDV Ishares Tr Technology	$0	$8.06 Million 0.04% of portfolio	377,194	Q4 2024 Added 338.29%
IWB Ishares Tr Russell 1000 ETF ETFs	$0	$9.32 Million 0.04% of portfolio	28,916	Q4 2024 Added 20.69%
IBTF Ishares Tr Ibonds Dec 2025 Ter ETFs	$0	$8.35 Million 0.04% of portfolio	358,196	Q4 2024 Reduced 6.88%
IYW Ishares Dj Us Tech ETF ETFs	$0	$8.56 Million 0.04% of portfolio	53,673	Q4 2024 Reduced 6.74%
JMUB Jp Morgan Tr Mun ETF (De) ETFs	$0	$8.05 Million 0.04% of portfolio	160,481	Q4 2024 New
LOW Lowes Companies Inc Consumer Cyclical	$136B	$7.9 Million 0.04% of portfolio	32,008	Q4 2024 Reduced 42.23%
MRVL Marvell Technology, Inc. Technology	$44.1B	$7.98 Million 0.04% of portfolio	72,241	Q4 2024 Reduced 2.72%
MS Morgan Stanley Financial Services	$185B	$9.49 Million 0.04% of portfolio	75,456	Q4 2024 Added 8.96%
PFE Pfizer Inc Healthcare	$124B	$8.9 Million 0.04% of portfolio	335,424	Q4 2024 Reduced 4.43%
PM Philip Morris International Inc. Consumer Defensive	$253B	$9.25 Million 0.04% of portfolio	76,890	Q4 2024 Added 9.52%
SSO Proshares Ultra S&P 500 ETFs	$0	$7.85 Million 0.04% of portfolio	84,820	Q4 2024 Reduced 1.28%
SLB Schlumberger Limited Energy	$49.8B	$7.76 Million 0.04% of portfolio	202,447	Q4 2024 Added 46.67%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$8.87 Million 0.04% of portfolio	382,480	Q4 2024 Added 499.09%
SRE Sempra Energy Utilities	$22.4B	$8.97 Million 0.04% of portfolio	102,290	Q4 2024 Added 567.17%
SHW Sherwin Williams CO Basic Materials	$86.4B	$9.37 Million 0.04% of portfolio	27,560	Q4 2024 Added 9.64%
TRGP Targa Resources Corp. Energy	$39.6B	$8.15 Million 0.04% of portfolio	45,639	Q4 2024 Added 1,983.02%
TMUS T Mobile Us, Inc. Communication Services	$326B	$9.33 Million 0.04% of portfolio	42,280	Q4 2024 Added 3.78%
VAW Vanguard Materials ETF ETFs	$0	$8.16 Million 0.04% of portfolio	43,416	Q4 2024 Added 1.86%
VDC Vanguard Consumer Staples ETF ETFs	$0	$8.24 Million 0.04% of portfolio	38,975	Q4 2024 Added 4.47%
WFC Wells Fargo & Company Financial Services	$246B	$9.65 Million 0.04% of portfolio	137,395	Q4 2024 Added 2.08%
WELL Welltower Inc. Real Estate	$68.2B	$8.84 Million 0.04% of portfolio	70,119	Q4 2024 Added 538.43%
ZBRA Zebra Technologies Corp Technology	$11.7B	$7.73 Million 0.04% of portfolio	20,009	Q4 2024 Added 2,042.29%
AFB Alliancebernstein National Municipal Income Fund Financial Services	$0	$6.33 Million 0.03% of portfolio	582,538	Q4 2024 New
ALL Allstate Corp Financial Services	$52.6B	$6.57 Million 0.03% of portfolio	34,085	Q4 2024 Added 7.42%
AMP Ameriprise Financial Inc Financial Services	$49.6B	$5.58 Million 0.03% of portfolio	10,489	Q4 2024 Reduced 57.26%
BDX Becton Dickinson & CO Healthcare	$56.7B	$5.58 Million 0.03% of portfolio	24,604	Q4 2024 Reduced 3.81%
BIIB Biogen Inc. Healthcare	$17.1B	$6.36 Million 0.03% of portfolio	41,598	Q4 2024 Added 2,364.34%
BMY Bristol Myers Squibb CO Healthcare	$105B	$6.33 Million 0.03% of portfolio	111,955	Q4 2024 Reduced 16.47%
CB Chubb LTD Financial Services	$119B	$7.14 Million 0.03% of portfolio	25,844	Q4 2024 Added 3.77%
CMCSA Comcast Corp Communication Services	$150B	$6.57 Million 0.03% of portfolio	175,093	Q4 2024 Reduced 47.93%
GLW Corning Inc Technology	$35.1B	$6.81 Million 0.03% of portfolio	143,309	Q4 2024 Reduced 60.05%
ET Energy Transfer LP Energy	$53.3B	$6.28 Million 0.03% of portfolio	320,734	Q4 2024 Added 2.85%
EPD Enterprise Products Partners L.P. Energy	$67.5B	$6.16 Million 0.03% of portfolio	196,394	Q4 2024 Added 70.57%
GILD Gilead Sciences, Inc. Healthcare	$131B	$5.89 Million 0.03% of portfolio	63,754	Q4 2024 Added 7.92%
HON Honeywell International Inc Industrials	$132B	$7.48 Million 0.03% of portfolio	33,109	Q4 2024 Added 12.69%

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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Lido Advisors, LLC Portfolio Holdings