Lido Advisors, LLC Portfolio Holdings

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025

Lido Advisors, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $24 Billion distributed in 2791 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 $3.6B, Invesco Et Self Idxd Fd Tr Bul with a value of $1.23B, Invesco Et Seld Idxd Fd Tr Bul with a value of $833M, Apple Inc. with a value of $808M, and Invesco Et Self Idxd Fd Tr Bul with a value of $571M.

Examining the 13F form we can see an increase of $2.28B in the current position value, from $21.7B to 24B.

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 $24 Billion
ETFs: $17.2 Billion
Technology: $2.76 Billion
Financial Services: $893 Million
Healthcare: $655 Million
Consumer Cyclical: $631 Million
Communication Services: $587 Million
Industrials: $422 Million
Consumer Defensive: $325 Million
Other: $552 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$93.5B
$13.1 Million 0.05% of portfolio
37,503
Q1 2025 Added 36.08%
$146B
$12.8 Million 0.05% of portfolio
34,277
Q1 2025 Reduced 2.96%
$0
$12.4 Million 0.05% of portfolio
58,758
Q1 2025 Added 7.67%
$0
$12 Million 0.05% of portfolio
162,841
Q1 2025 Reduced 7.02%
$0
$12.5 Million 0.05% of portfolio
163,646
Q1 2025 Added 8.97%
$0
$13.2 Million 0.05% of portfolio
145,486
Q1 2025 Reduced 0.18%
$0
$11.6 Million 0.05% of portfolio
78,438
Q1 2025 Added 8.88%
$0
$12.5 Million 0.05% of portfolio
268,407
Q1 2025 Reduced 44.08%
$119B
$10.2 Million 0.04% of portfolio
33,645
Q1 2025 Added 30.18%
$27.7B
$8.56 Million 0.04% of portfolio
46,651
Q1 2025 Reduced 57.21%
$27.3B
$9.98 Million 0.04% of portfolio
254,613
Q1 2025 Reduced 0.14%
$40.3B
$8.92 Million 0.04% of portfolio
41,095
Q1 2025 Reduced 10.6%
$58B
$8.9 Million 0.04% of portfolio
136,509
Q1 2025 Added 1.78%
$76.5B
$8.65 Million 0.04% of portfolio
34,881
Q1 2025 Added 3.8%
$0
$8.99 Million 0.04% of portfolio
101,008
Q1 2025 Added 3.89%
$0
$10.7 Million 0.04% of portfolio
114,033
Q1 2025 Reduced 0.28%
$0
$8.56 Million 0.04% of portfolio
87,848
Q1 2025 Reduced 32.09%
$0
$9.98 Million 0.04% of portfolio
179,917
Q1 2025 Reduced 7.07%
$0
$10.1 Million 0.04% of portfolio
128,463
Q1 2025 Added 738.81%
$0
$8.59 Million 0.04% of portfolio
94,397
Q1 2025 Added 2,233.09%
$0
$8.56 Million 0.04% of portfolio
27,907
Q1 2025 Reduced 3.49%
$107B
$9.05 Million 0.04% of portfolio
78,308
Q1 2025 Added 183.22%
$11.4B
$9.03 Million 0.04% of portfolio
172,338
Q1 2025 Added 10.47%
$136B
$9.56 Million 0.04% of portfolio
377,117
Q1 2025 Added 12.43%
$49.9B
$10.6 Million 0.04% of portfolio
41,623
Q1 2025 Added 714.86%
$167B
$9.08 Million 0.04% of portfolio
17,879
Q1 2025 Added 38.89%
$50.4B
$9.12 Million 0.04% of portfolio
218,117
Q1 2025 Added 7.74%
$0
$10.8 Million 0.04% of portfolio
544,523
Q1 2025 Reduced 13.31%
$0
$8.44 Million 0.04% of portfolio
90,343
Q1 2025 Added 12.46%
$0
$10.5 Million 0.04% of portfolio
80,299
Q1 2025 Reduced 61.42%
$37.4B
$8.5 Million 0.04% of portfolio
42,384
Q1 2025 Reduced 7.13%
$95.7B
$8.89 Million 0.04% of portfolio
27,019
Q1 2025 Added 152.18%
$74.7B
$9.73 Million 0.04% of portfolio
88,461
Q1 2025 Added 8.88%
$50.9B
$8.41 Million 0.04% of portfolio
63,699
Q1 2025 Added 110.44%
$0
$8.79 Million 0.04% of portfolio
191,281
Q1 2025 Reduced 1.16%
$0
$9.7 Million 0.04% of portfolio
44,349
Q1 2025 Added 13.79%
$0
$8.48 Million 0.04% of portfolio
44,902
Q1 2025 Added 3.42%
$199B
$7.95 Million 0.03% of portfolio
77,415
Q1 2025 Reduced 59.93%
$323B
$7.48 Million 0.03% of portfolio
56,579
Q1 2025 Added 23.05%
$0
$6.37 Million 0.03% of portfolio
586,348
Q1 2025 Added 0.65%
$53.1B
$7.15 Million 0.03% of portfolio
34,519
Q1 2025 Added 1.27%
$0
$6.76 Million 0.03% of portfolio
130,111
Q1 2025 Added 30.1%
$0
$8.02 Million 0.03% of portfolio
361,855
Q1 2025 Added 2.34%
$312B
$7.02 Million 0.03% of portfolio
10,588
Q1 2025 Added 37.42%
$229B
$6.04 Million 0.03% of portfolio
82,241
Q1 2025 Added 208.56%
$442B
$6.39 Million 0.03% of portfolio
8
Q1 2025 Added 33.33%
$106B
$7.03 Million 0.03% of portfolio
115,337
Q1 2025 Added 3.02%
$1.4B
$6.44 Million 0.03% of portfolio
128,337
Q1 2025 Added 48.28%
$157B
$6.18 Million 0.03% of portfolio
167,532
Q1 2025 Reduced 4.32%

Summary

  • Portfolio
  • No. of Stocks 2,791
  • Current Value $24 Billion
  • Prior Value $21.7 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 124 stocks
  • Additional Purchases 673 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 469 stocks
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