Lido Advisors, LLC Portfolio Holdings

Lido Advisors, LLC

  • $20.3 Billion
  • Q3 2024

Lido Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $20.3 Billion distributed in 2469 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 $1.22B, Invesco Et Self Idxd Fd Tr Bul with a value of $1.02B, Invesco Et Seld Idxd Fd Tr Bul with a value of $947M, Apple Inc. with a value of $691M, and Invesco Et Self Idxd Fd Tr Bul with a value of $625M.

Examining the 13F form we can see an increase of $2.5B in the current position value, from $17.8B to 20.3B.

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 $20.3 Billion
ETFs: $14.1 Billion
Technology: $2.51 Billion
Financial Services: $832 Million
Healthcare: $580 Million
Consumer Cyclical: $559 Million
Communication Services: $488 Million
Industrials: $419 Million
Consumer Defensive: $336 Million
Other: $454 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.51 Million 0.03% of portfolio
64,602
Q3 2024 Added 73.06%
$0
$7.06 Million 0.03% of portfolio
114,678
Q3 2024 Added 3.58%
$0
$5.93 Million 0.03% of portfolio
97,269
Q3 2024 Reduced 48.44%
$0
$5.31 Million 0.03% of portfolio
40,244
Q3 2024 Added 0.57%
$0
$6.07 Million 0.03% of portfolio
132,409
Q3 2024 Reduced 39.79%
$0
$5.24 Million 0.03% of portfolio
36,023
Q3 2024 Reduced 10.74%
$0
$6.55 Million 0.03% of portfolio
283,856
Q3 2024 Reduced 9.36%
$0
$6.43 Million 0.03% of portfolio
76,892
Q3 2024 Reduced 3.48%
$0
$6.92 Million 0.03% of portfolio
136,412
Q3 2024 Added 5.27%
$91.4B
$5.84 Million 0.03% of portfolio
7,550
Q3 2024 Reduced 57.38%
$77.3B
$5.36 Million 0.03% of portfolio
74,261
Q3 2024 Reduced 0.45%
$15.6B
$5.09 Million 0.03% of portfolio
76,213
Q3 2024 Added 30.35%
$62.4B
$5.95 Million 0.03% of portfolio
45,234
Q3 2024 Added 2.59%
$59.9B
$6.65 Million 0.03% of portfolio
11,945
Q3 2024 Reduced 17.45%
$166B
$6.04 Million 0.03% of portfolio
11,695
Q3 2024 Added 13.82%
$61.6B
$5.79 Million 0.03% of portfolio
138,028
Q3 2024 Added 0.39%
$94.5B
$6.95 Million 0.03% of portfolio
77,109
Q3 2024 Reduced 1.12%
$0
$6.02 Million 0.03% of portfolio
14,228
Q3 2024 Added 5.07%
$0
$5.89 Million 0.03% of portfolio
37,422
Q3 2024 Reduced 0.96%
$0
$5.87 Million 0.03% of portfolio
41,356
Q3 2024 Added 2.12%
$17.2B
$6.29 Million 0.03% of portfolio
64,158
Q3 2024 Added 1,508.78%
$58.9B
$5.34 Million 0.03% of portfolio
6,590
Q3 2024 Reduced 6.49%
$0
$5.42 Million 0.03% of portfolio
63,162
Q3 2024 Added 2.78%
$0
$5.96 Million 0.03% of portfolio
15,516
Q3 2024 Reduced 2.35%
$0
$6.9 Million 0.03% of portfolio
39,524
Q3 2024 Reduced 12.83%
$0
$5.15 Million 0.03% of portfolio
107,655
Q3 2024 Reduced 8.16%
$69.3B
$4.4 Million 0.02% of portfolio
39,398
Q3 2024 Added 8.22%
$38.6B
$3.11 Million 0.02% of portfolio
20,968
Q3 2024 Reduced 1.9%
$70.1B
$3.72 Million 0.02% of portfolio
12,485
Q3 2024 Reduced 9.67%
$53.7B
$3.56 Million 0.02% of portfolio
28,061
Q3 2024 Added 1.34%
$240B
$4.71 Million 0.02% of portfolio
44,379
Q3 2024 Added 1.88%
$0
$5.05 Million 0.02% of portfolio
107,119
Q3 2024 Added 20.84%
$275B
$4.77 Million 0.02% of portfolio
5,725
Q3 2024 Added 9.03%
$74.6B
$4.39 Million 0.02% of portfolio
37,456
Q3 2024 Reduced 23.91%
$52.6B
$4.2 Million 0.02% of portfolio
23,344
Q3 2024 Reduced 4.73%
$1.66B
$4.31 Million 0.02% of portfolio
74,800
Q3 2024 Reduced 3.03%
$26.2B
$3.39 Million 0.02% of portfolio
32,401
Q3 2024 Reduced 6.24%
$22B
$3.53 Million 0.02% of portfolio
17,138
Q3 2024 Added 549.41%
$33.8B
$4.98 Million 0.02% of portfolio
47,814
Q3 2024 Reduced 1.73%
$51.3B
$4.5 Million 0.02% of portfolio
13,897
Q3 2024 Added 4.02%
$72.3B
$4.49 Million 0.02% of portfolio
71,453
Q3 2024 Reduced 3.72%
$85.2B
$3.56 Million 0.02% of portfolio
30,913
Q3 2024 Added 5.75%
$1.14B
$3.9 Million 0.02% of portfolio
287,203
Q3 2024 Reduced 15.23%
$70.6B
$4.63 Million 0.02% of portfolio
18,130
Q3 2024 Added 52.83%
$52.9B
$5 Million 0.02% of portfolio
311,833
Q3 2024 Added 0.58%
$67B
$3.35 Million 0.02% of portfolio
115,142
Q3 2024 Added 4.18%
$79.2B
$3.13 Million 0.02% of portfolio
25,426
Q3 2024 Reduced 10.45%
$76.1B
$3.5 Million 0.02% of portfolio
12,801
Q3 2024 Added 7.98%
$32.4B
$4.03 Million 0.02% of portfolio
94,149
Q3 2024 Reduced 0.43%

Summary

  • Portfolio
  • No. of Stocks 2,469
  • Current Value $20.3 Billion
  • Prior Value $17.8 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 131 stocks
  • Additional Purchases 545 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 488 stocks
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