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
GLW Corning Inc Technology	$42.8B	$6.66 Million 0.03% of portfolio	145,552	Q1 2025 Added 1.57%
DD Du Pont De Nemours, Inc. Basic Materials	$35.1B	$7.63 Million 0.03% of portfolio	102,218	Q1 2025 Reduced 4.12%
ECL Ecolab Inc. Basic Materials	$76.8B	$7.65 Million 0.03% of portfolio	30,186	Q1 2025 Added 63.83%
ET Energy Transfer LP Energy	$55.5B	$6.5 Million 0.03% of portfolio	349,410	Q1 2025 Added 8.94%
EPD Enterprise Products Partners L.P. Energy	$69.5B	$6.9 Million 0.03% of portfolio	202,013	Q1 2025 Added 2.86%
EXPE Expedia Group, Inc. Consumer Cyclical	$26.5B	$7.34 Million 0.03% of portfolio	43,678	Q1 2025 Reduced 7.77%
FDLO Fidelity Covington Tr Low Vola ETFs	$0	$7.63 Million 0.03% of portfolio	125,840	Q1 2025 Reduced 3.41%
GILD Gilead Sciences, Inc. Healthcare	$138B	$7.8 Million 0.03% of portfolio	69,646	Q1 2025 Added 9.24%
PRF Invesco Exchange Traded Fd Tr ETFs	$0	$6.93 Million 0.03% of portfolio	171,553	Q1 2025 Reduced 0.14%
IAU Ishares Gold Trust ETFs	$53.2B	$6.81 Million 0.03% of portfolio	115,511	Q1 2025 Added 3.85%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$6.75 Million 0.03% of portfolio	39,511	Q1 2025 Reduced 3.19%
PFF Ishares Trust Ishares Pfd And ETFs	$0	$7.04 Million 0.03% of portfolio	229,069	Q1 2025 Added 27.24%
IJT Ishares S&P Small Cap 600 Grow ETFs	$0	$7.64 Million 0.03% of portfolio	61,347	Q1 2025 Reduced 34.0%
IYW Ishares Dj Us Tech ETF ETFs	$0	$7.33 Million 0.03% of portfolio	52,216	Q1 2025 Reduced 2.71%
IBTF Ishares Tr Ibonds Dec 2025 Ter ETFs	$0	$7.56 Million 0.03% of portfolio	323,618	Q1 2025 Reduced 9.65%
IBMO Ishares Tr Ibonds December 202 ETFs	$0	$7.22 Million 0.03% of portfolio	282,329	Q1 2025 Added 91.75%
IBMN Ishares Tr Ibonds Dec 2025 Ter ETFs	$0	$7.42 Million 0.03% of portfolio	277,293	Q1 2025 Added 83.15%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$6.73 Million 0.03% of portfolio	82,334	Q1 2025 Added 5.86%
AOK Ishares Tr Core Conservative A ETFs	$0	$6.85 Million 0.03% of portfolio	182,073	Q1 2025 Reduced 4.72%
IBMP Ishares Tr Ibonds December 202 ETFs	$0	$7.05 Million 0.03% of portfolio	278,829	Q1 2025 Added 96.25%
JMUB Jp Morgan Tr Mun ETF (De) ETFs	$0	$7.07 Million 0.03% of portfolio	141,448	Q1 2025 Reduced 11.86%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$6.07 Million 0.03% of portfolio	119,972	Q1 2025 Added 4.26%
KDP Keurig Dr Pepper Inc. Consumer Defensive	$46.7B	$7.07 Million 0.03% of portfolio	206,564	Q1 2025 Added 0.06%
RODM Hartford Multifactor Developed ETFs	$0	$8.05 Million 0.03% of portfolio	259,813	Q1 2025 Added 6.54%
LOW Lowes Companies Inc Consumer Cyclical	$140B	$7.11 Million 0.03% of portfolio	30,478	Q1 2025 Reduced 4.78%
NWSA News Corp Communication Services	$10.7B	$7.07 Million 0.03% of portfolio	259,593	Q1 2025 Reduced 4.97%
NOC Northrop Grumman Corp Industrials	$75.2B	$8.08 Million 0.03% of portfolio	15,772	Q1 2025 Added 8.29%
PLD Prologis, Inc. Real Estate	$101B	$7.11 Million 0.03% of portfolio	63,560	Q1 2025 Added 50.24%
SSO Proshares Ultra S&P 500 ETFs	$0	$6.94 Million 0.03% of portfolio	83,789	Q1 2025 Reduced 1.22%
SRE Sempra Energy Utilities	$23.9B	$7.19 Million 0.03% of portfolio	100,807	Q1 2025 Reduced 1.45%
SO Southern CO Utilities	$97.2B	$7.81 Million 0.03% of portfolio	84,942	Q1 2025 Added 8.71%
XAR Spdr S&P Aerospace & Defense E ETFs	$0	$6.32 Million 0.03% of portfolio	39,361	Q1 2025 Added 1.5%
PSK Spdr Ser Tr Spdr Ice Pfd Sec E ETFs	$0	$6.87 Million 0.03% of portfolio	212,034	Q1 2025 Reduced 4.67%
UBER Uber Technologies, Inc Technology	$171B	$8.17 Million 0.03% of portfolio	112,186	Q1 2025 Added 117.65%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$6.43 Million 0.03% of portfolio	142,082	Q1 2025 Added 28.1%
AFL Aflac Inc Financial Services	$64.6B	$4.78 Million 0.02% of portfolio	42,964	Q1 2025 Added 2.8%
APD Air Products & Chemicals, Inc. Basic Materials	$62.5B	$4.27 Million 0.02% of portfolio	14,482	Q1 2025 Added 6.45%
ABNB Airbnb, Inc. Consumer Cyclical	$55.3B	$5.38 Million 0.02% of portfolio	45,022	Q1 2025 Added 56.81%
AEP American Electric Power CO Inc Utilities	$52.3B	$4.22 Million 0.02% of portfolio	38,646	Q1 2025 Added 105.16%
AMP Ameriprise Financial Inc Financial Services	$55.1B	$5.09 Million 0.02% of portfolio	10,508	Q1 2025 Added 0.18%
APH Amphenol Corp Technology	$55B	$5.79 Million 0.02% of portfolio	88,292	Q1 2025 Added 181.08%
ADSK Autodesk, Inc. Technology	$53.1B	$4.79 Million 0.02% of portfolio	19,503	Q1 2025 Added 26.86%
BDX Becton Dickinson & CO Healthcare	$49.7B	$5.57 Million 0.02% of portfolio	24,299	Q1 2025 Reduced 1.24%
BIIB Biogen Inc. Healthcare	$19.5B	$5.89 Million 0.02% of portfolio	43,045	Q1 2025 Added 3.48%
CAH Cardinal Health Inc Healthcare	$40.1B	$5.13 Million 0.02% of portfolio	37,241	Q1 2025 Added 83.89%
CBOE Cboe Global Markets, Inc. Financial Services	$23.5B	$5.28 Million 0.02% of portfolio	23,337	Q1 2025 Added 0.15%
LNG Cheniere Energy, Inc. Energy	$57.5B	$4.71 Million 0.02% of portfolio	20,375	Q1 2025 Reduced 1.06%
CHD Church & Dwight CO Inc Consumer Defensive	$24.1B	$4.05 Million 0.02% of portfolio	36,813	Q1 2025 Reduced 1.15%
CTAS Cintas Corp Industrials	$22.6B	$4.17 Million 0.02% of portfolio	20,277	Q1 2025 Added 13.85%
CL Colgate Palmolive CO Consumer Defensive	$76.7B	$4.87 Million 0.02% of portfolio	52,007	Q1 2025 Added 3.69%

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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Lido Advisors, LLC Portfolio Holdings