Lido Advisors, LLC Portfolio Holdings

Lido Advisors, LLC

  • $25.9 Billion
  • Q2 2025

Lido Advisors, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $25.9 Billion distributed in 3046 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 $1.87B, Invesco Et Self Idxd Fd Tr Bul with a value of $1.21B, Invesco Et Self Idxd Fd Tr Bul with a value of $974M, Apple Inc. with a value of $797M, and Nvidia Corp with a value of $731M.

Examining the 13F form we can see an increase of $1.91B in the current position value, from $24B to 25.9B.

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 $25.9 Billion
ETFs: $17.6 Billion
Technology: $3.75 Billion
Financial Services: $977 Million
Consumer Cyclical: $786 Million
Communication Services: $695 Million
Healthcare: $673 Million
Industrials: $527 Million
Consumer Defensive: $358 Million
Other: $531 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$70.9B
$7.83 Million 0.03% of portfolio
9,839
Q2 2025 Added 140.5%
$0
$8.83 Million 0.03% of portfolio
169,806
Q2 2025 Added 648.08%
$0
$7.28 Million 0.03% of portfolio
115,900
Q2 2025 Reduced 7.9%
$141B
$7.41 Million 0.03% of portfolio
66,810
Q2 2025 Reduced 4.07%
$2.41B
$6.63 Million 0.03% of portfolio
452,735
Q2 2025 Added 67.44%
$80.6B
$8.31 Million 0.03% of portfolio
33,620
Q2 2025 Reduced 3.62%
$0
$9.04 Million 0.03% of portfolio
120,603
Q2 2025 Added 426.42%
$0
$8.23 Million 0.03% of portfolio
48,589
Q2 2025 Added 664.7%
$0
$6.57 Million 0.03% of portfolio
122,413
Q2 2025 Added 594.03%
$0
$8.53 Million 0.03% of portfolio
64,089
Q2 2025 Added 4.47%
$0
$6.87 Million 0.03% of portfolio
142,392
Q2 2025 Added 38.57%
$0
$6.49 Million 0.03% of portfolio
166,139
Q2 2025 Reduced 8.75%
$0
$8.96 Million 0.03% of portfolio
76,453
Q2 2025 Added 3.04%
$0
$8.36 Million 0.03% of portfolio
312,295
Q2 2025 Added 12.62%
$0
$8.18 Million 0.03% of portfolio
319,096
Q2 2025 Added 13.02%
$0
$7.35 Million 0.03% of portfolio
314,746
Q2 2025 Reduced 2.74%
$0
$6.71 Million 0.03% of portfolio
36,713
Q2 2025 Reduced 7.08%
$0
$6.85 Million 0.03% of portfolio
137,910
Q2 2025 Reduced 2.5%
$166B
$6.54 Million 0.03% of portfolio
29,499
Q2 2025 Reduced 3.21%
$123B
$7.03 Million 0.03% of portfolio
2,689
Q2 2025 Added 12.09%
$88.8B
$7.82 Million 0.03% of portfolio
15,638
Q2 2025 Reduced 0.85%
$6.57B
$7.29 Million 0.03% of portfolio
80,829
Q2 2025 Added 2,512.44%
$135B
$6.72 Million 0.03% of portfolio
277,163
Q2 2025 Reduced 26.5%
$0
$8.21 Million 0.03% of portfolio
84,061
Q2 2025 Added 0.32%
$99.1B
$7.97 Million 0.03% of portfolio
85,075
Q2 2025 Added 269.71%
$0
$6.61 Million 0.03% of portfolio
261,078
Q2 2025 Added 75.6%
$0
$7.61 Million 0.03% of portfolio
89,711
Q2 2025 Reduced 0.7%
$176B
$8.67 Million 0.03% of portfolio
75,131
Q2 2025 Added 63.51%
$99.8B
$7.68 Million 0.03% of portfolio
83,595
Q2 2025 Reduced 1.59%
$0
$8.49 Million 0.03% of portfolio
40,249
Q2 2025 Added 2.26%
$0
$6.99 Million 0.03% of portfolio
73,332
Q2 2025 Added 14.31%
$0
$8.91 Million 0.03% of portfolio
280,403
Q2 2025 Added 32.24%
$61.4B
$7.83 Million 0.03% of portfolio
77,527
Q2 2025 Reduced 12.36%
$63.1B
$8.44 Million 0.03% of portfolio
62,771
Q2 2025 Reduced 1.46%
$0
$8.99 Million 0.03% of portfolio
46,118
Q2 2025 Added 2.71%
$76.9B
$6.52 Million 0.03% of portfolio
42,419
Q2 2025 Reduced 54.27%
$69B
$3.9 Million 0.02% of portfolio
36,957
Q2 2025 Reduced 13.98%
$64.5B
$4.81 Million 0.02% of portfolio
17,048
Q2 2025 Added 17.72%
$0
$5.91 Million 0.02% of portfolio
120,878
Q2 2025 Reduced 7.1%
$55.3B
$4.28 Million 0.02% of portfolio
41,297
Q2 2025 Added 6.86%
$51.9B
$5.12 Million 0.02% of portfolio
9,589
Q2 2025 Reduced 8.75%
$177B
$4.73 Million 0.02% of portfolio
13,508
Q2 2025 Added 198.52%
$241B
$5.85 Million 0.02% of portfolio
83,744
Q2 2025 Added 1.83%
$53.1B
$5.08 Million 0.02% of portfolio
20,667
Q2 2025 Added 5.97%
$53.5B
$4.43 Million 0.02% of portfolio
25,707
Q2 2025 Added 5.79%
$444B
$5.1 Million 0.02% of portfolio
7
Q2 2025 Reduced 12.5%
$5.27B
$5.95 Million 0.02% of portfolio
444,235
Q2 2025 Added 129.81%
$86.6B
$4.87 Million 0.02% of portfolio
22,903
Q2 2025 Added 87.81%
$20.7B
$4.51 Million 0.02% of portfolio
8,840
Q2 2025 Added 877.88%

Summary

  • Portfolio
  • No. of Stocks 3,046
  • Current Value $25.9 Billion
  • Prior Value $24 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 189 stocks
  • Additional Purchases 672 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 472 stocks
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