Lido Advisors, LLC Portfolio Holdings

Lido Advisors, LLC

$31.4 Billion
Q3 2025

Lido Advisors, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $31.4 Billion distributed in 3223 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 $2.22B, Invesco Et Self Idxd Fd Tr Bul with a value of $1.27B, Apple Inc. with a value of $1.11B, Invesco Et Self Idxd Fd Tr Bul with a value of $1.03B, and Nvidia Corp with a value of $973M.

Examining the 13F form we can see an increase of $5.52B in the current position value, from $25.9B to 31.4B.

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 $31.4 Billion

ETFs: $20.4 Billion

Technology: $5.09 Billion

Financial Services: $1.22 Billion

Consumer Cyclical: $1.02 Billion

Communication Services: $977 Million

Healthcare: $842 Million

Industrials: $715 Million

Consumer Defensive: $446 Million

Other: $660 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
DDWM Wisdomtree Tr Currency Hedged ETFs	$0	$18.5 Million 0.06% of portfolio	442,596	Q3 2025 New
ASML Asml Holding Nv Technology	$400B	$14.2 Million 0.05% of portfolio	14,683	Q3 2025 Added 21.65%
T At&T Inc. Communication Services	$182B	$14.5 Million 0.05% of portfolio	512,634	Q3 2025 Added 19.75%
ADP Automatic Data Processing Inc Industrials	$105B	$16.9 Million 0.05% of portfolio	57,507	Q3 2025 Added 19.06%
BKNG Booking Holdings Inc. Consumer Cyclical	$200B	$14.2 Million 0.05% of portfolio	2,629	Q3 2025 Added 23.49%
LNG Cheniere Energy, Inc. Energy	$53.8B	$16.3 Million 0.05% of portfolio	69,196	Q3 2025 Added 44.9%
SPLV Invesco ETF Tr Ii S&P 500 Low ETFs	$0	$17 Million 0.05% of portfolio	231,572	Q3 2025 Added 1.49%
SPHQ Invesco Exchange Traded Fd Tr ETFs	$0	$15.6 Million 0.05% of portfolio	212,358	Q3 2025 Reduced 2.97%
USRT Ishares Core U.S. Reit ETF ETFs	$0	$14.6 Million 0.05% of portfolio	247,877	Q3 2025 Added 7.94%
DVY Ishares Tr ETFs	$0	$16 Million 0.05% of portfolio	112,686	Q3 2025 Added 5.07%
MUB Ishares National Muni Bond ETF ETFs	$0	$15 Million 0.05% of portfolio	140,393	Q3 2025 Added 1.08%
IBDW Ishares Tr Ibonds Dec 2031 Ter	$0	$14.9 Million 0.05% of portfolio	700,047	Q3 2025 Added 0.15%
JMST Jp Morgan Ultra Short Mun Inco ETFs	$0	$15.5 Million 0.05% of portfolio	303,824	Q3 2025 Reduced 8.08%
MNST Monster Beverage Corp Consumer Defensive	$37.6B	$14.9 Million 0.05% of portfolio	221,514	Q3 2025 Added 257.18%
ROP Roper Technologies Inc Industrials	$47.7B	$14.9 Million 0.05% of portfolio	29,866	Q3 2025 Added 48.07%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$15 Million 0.05% of portfolio	645,875	Q3 2025 Added 18.57%
XLF Financial Sector Spdr ETFs	$0	$17 Million 0.05% of portfolio	315,747	Q3 2025 Reduced 56.21%
SHOP Shopify Inc. Technology	$174B	$16.7 Million 0.05% of portfolio	112,587	Q3 2025 Added 49.85%
UNP Union Pacific Corp Industrials	$137B	$15.1 Million 0.05% of portfolio	63,792	Q3 2025 Added 8.54%
URI United Rentals, Inc. Industrials	$57.8B	$14.7 Million 0.05% of portfolio	15,361	Q3 2025 Added 1.29%
GDX Vaneck ETF Tr Gold Miners ETF ETFs	$0	$15.5 Million 0.05% of portfolio	202,318	Q3 2025 Added 3.4%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$14.3 Million 0.05% of portfolio	182,911	Q3 2025 Added 12.37%
VNQ Vanguard Specialized Funds Van ETFs	$0	$14.4 Million 0.05% of portfolio	157,139	Q3 2025 Reduced 15.26%
VAW Vanguard Materials ETF ETFs	$0	$14.5 Million 0.05% of portfolio	70,760	Q3 2025 Added 53.43%
VDC Vanguard Consumer Staples ETF ETFs	$0	$14.8 Million 0.05% of portfolio	69,361	Q3 2025 Added 40.99%
VZ Verizon Communications Inc Communication Services	$172B	$15.2 Million 0.05% of portfolio	344,921	Q3 2025 Added 13.92%
MMM 3 M CO Industrials	$92.6B	$11.2 Million 0.04% of portfolio	72,186	Q3 2025 Added 12.21%
BABA Alibaba Group Holding LTD Consumer Cyclical	$407B	$13.5 Million 0.04% of portfolio	75,753	Q3 2025 Added 14.83%
ARCC Ares Capital Corp Financial Services	$0	$12.7 Million 0.04% of portfolio	624,061	Q3 2025 Added 6.08%
BA Boeing CO Industrials	$116B	$12.8 Million 0.04% of portfolio	59,257	Q3 2025 Added 12.84%
BSX Boston Scientific Corp Healthcare	$147B	$13.8 Million 0.04% of portfolio	141,034	Q3 2025 Added 11.91%
C Citigroup Inc Financial Services	$194B	$11.8 Million 0.04% of portfolio	116,534	Q3 2025 Added 38.89%
GLW Corning Inc Technology	$69.4B	$12.4 Million 0.04% of portfolio	151,343	Q3 2025 Added 3.27%
CRWD Crowd Strike Holdings, Inc. Technology	$115B	$11.4 Million 0.04% of portfolio	23,268	Q3 2025 Added 31.85%
FDVV Fidelity High Dividend ETF ETFs	$0	$13.5 Million 0.04% of portfolio	243,006	Q3 2025 Added 43.11%
FTNT Fortinet, Inc. Technology	$64.9B	$13.5 Million 0.04% of portfolio	160,668	Q3 2025 Added 29.22%
GILD Gilead Sciences, Inc. Healthcare	$157B	$13.5 Million 0.04% of portfolio	121,221	Q3 2025 Added 81.44%
GBTC Grayscale Bitcoin Trust (Btc) ETFs	$51.1B	$13 Million 0.04% of portfolio	145,156	Q3 2025 Added 8.04%
HWM Howmet Aerospace Inc. Industrials	$84.4B	$11.9 Million 0.04% of portfolio	60,577	Q3 2025 Added 86.65%
URTH Ishares Msci World ETF ETFs	$0	$13.5 Million 0.04% of portfolio	74,218	Q3 2025 Added 52.75%
SCZ Ishares Tr Msci Eafe Small Cap ETFs	$0	$12 Million 0.04% of portfolio	155,842	Q3 2025 Added 3.74%
EEM Ishares Msci Emerging Markets ETFs	$0	$12.8 Million 0.04% of portfolio	238,895	Q3 2025 Added 67.77%
ACWX Ishares Msci Acwi Ex Us ETF ETFs	$0	$11.6 Million 0.04% of portfolio	179,038	Q3 2025 Added 1.57%
IGV Ishares Expanded Tech Software ETFs	$0	$11.9 Million 0.04% of portfolio	103,146	Q3 2025 Reduced 4.41%
HEFA Ishares Currency Hedged Msci E ETFs	$0	$13.7 Million 0.04% of portfolio	346,385	Q3 2025 New
JEMA Jpmorgan Activebuilders Emergi ETFs	$0	$13.9 Million 0.04% of portfolio	291,849	Q3 2025 Added 32.58%
KKR Kkr & Co. Inc. Financial Services	$103B	$13.6 Million 0.04% of portfolio	104,572	Q3 2025 Added 51.2%
LOW Lowes Companies Inc Consumer Cyclical	$141B	$11.8 Million 0.04% of portfolio	47,135	Q3 2025 Added 59.79%
MMC Marsh & Mclennan Companies, Inc. Financial Services	$90.7B	$12.2 Million 0.04% of portfolio	60,533	Q3 2025 Added 2.4%
NVO Novo Nordisk A S Healthcare	$109B	$13.1 Million 0.04% of portfolio	235,827	Q3 2025 Added 13.14%

Summary

Portfolio
No. of Stocks 3,223
Current Value $31.4 Billion
Prior Value $25.9 Billion
Filing
Period Q3 2025
Filing Date November 14, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 206 stocks
Additional Purchases 933 stocks
Sold out of 0 stocks
Reduced holdings in 348 stocks

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Lido Advisors, LLC Portfolio Holdings