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
$36.3B
$5.38 Million 0.02% of portfolio
48,623
Q1 2025 Added 7.18%
$102B
$4.29 Million 0.02% of portfolio
21,281
Q1 2025 Reduced 1.93%
$46.1B
$4.19 Million 0.02% of portfolio
13,363
Q1 2025 Reduced 7.8%
$44.1B
$4.02 Million 0.02% of portfolio
31,614
Q1 2025 Added 10.61%
$26.1B
$3.96 Million 0.02% of portfolio
28,653
Q1 2025 Added 567.75%
$89.6B
$4.62 Million 0.02% of portfolio
37,917
Q1 2025 Added 14.43%
$24.5B
$5.6 Million 0.02% of portfolio
72,260
Q1 2025 Added 2.63%
$79.5B
$4.21 Million 0.02% of portfolio
33,646
Q1 2025 Added 15.55%
$11.7B
$3.89 Million 0.02% of portfolio
29,565
Q1 2025 Added 0.43%
$2.6B
$4.09 Million 0.02% of portfolio
270,383
Q1 2025 Added 26.01%
$42.9B
$5.3 Million 0.02% of portfolio
33,187
Q1 2025 Added 74.11%
$70B
$3.88 Million 0.02% of portfolio
29,880
Q1 2025 Added 1,383.61%
$90.7B
$5.35 Million 0.02% of portfolio
235,632
Q1 2025 Added 9.1%
$0
$4.49 Million 0.02% of portfolio
102,760
Q1 2025 Reduced 22.41%
$0
$4.27 Million 0.02% of portfolio
168,660
Q1 2025 Added 239.98%
$0
$5.11 Million 0.02% of portfolio
40,210
Q1 2025 Reduced 2.36%
$0
$5.94 Million 0.02% of portfolio
273,480
Q1 2025 Reduced 27.5%
$0
$4.45 Million 0.02% of portfolio
191,751
Q1 2025 Reduced 15.28%
$0
$3.91 Million 0.02% of portfolio
156,386
Q1 2025 Reduced 22.27%
$0
$5.8 Million 0.02% of portfolio
252,708
Q1 2025 Reduced 3.5%
$0
$4.79 Million 0.02% of portfolio
125,073
Q1 2025 Added 17.97%
$0
$4.37 Million 0.02% of portfolio
340,494
Q1 2025 Reduced 0.3%
$29.3B
$3.77 Million 0.02% of portfolio
25,173
Q1 2025 Reduced 0.59%
$61.5B
$4.36 Million 0.02% of portfolio
152,971
Q1 2025 Reduced 12.43%
$1.33B
$4.47 Million 0.02% of portfolio
391,901
Q1 2025 Added 10.58%
$87B
$3.9 Million 0.02% of portfolio
16,379
Q1 2025 Added 37.06%
$58.7B
$5.07 Million 0.02% of portfolio
82,273
Q1 2025 Added 13.89%
$117B
$4.61 Million 0.02% of portfolio
51,298
Q1 2025 Added 14.94%
$121B
$4.68 Million 0.02% of portfolio
2,399
Q1 2025 Added 160.76%
$63.4B
$4.09 Million 0.02% of portfolio
50,994
Q1 2025 Added 162.13%
$10.8B
$4.38 Million 0.02% of portfolio
154,388
Q1 2025 Added 14.77%
$92.2B
$4.57 Million 0.02% of portfolio
67,351
Q1 2025 Reduced 8.43%
$33.2B
$3.65 Million 0.02% of portfolio
62,297
Q1 2025 Added 73.15%
$68.8B
$5.78 Million 0.02% of portfolio
13,205
Q1 2025 Added 120.16%
$22.3B
$5.55 Million 0.02% of portfolio
63,155
Q1 2025 Added 3.92%
$80.5B
$4.06 Million 0.02% of portfolio
63,990
Q1 2025 Reduced 10.95%
$0
$4.13 Million 0.02% of portfolio
400,576
Q2 2024 Reduced 26.12%
$0
$4.71 Million 0.02% of portfolio
413,884
Q2 2024 Reduced 2.18%
$57.4B
$3.78 Million 0.02% of portfolio
19,869
Q1 2025 Added 123.57%
$23.3B
$5.18 Million 0.02% of portfolio
127,342
Q1 2025 Added 9.3%
$6.54B
$4.72 Million 0.02% of portfolio
96,493
Q1 2025 Added 126.14%
$5.76B
$4.43 Million 0.02% of portfolio
3,094
Q1 2025 Added 63.53%
$86.2B
$4.02 Million 0.02% of portfolio
6,611
Q1 2025 Added 5.24%
$57.1B
$5.93 Million 0.02% of portfolio
48,015
Q1 2025 Added 2.73%
$155B
$4.32 Million 0.02% of portfolio
15,271
Q1 2025 Reduced 34.92%
$0
$4.86 Million 0.02% of portfolio
149,372
Q1 2025 Added 7.41%
$11.4B
$4.29 Million 0.02% of portfolio
26,263
Q1 2025 Reduced 0.24%
$0
$4.25 Million 0.02% of portfolio
192,427
Q1 2025 Reduced 49.69%
$128B
$4.39 Million 0.02% of portfolio
45,949
Q1 2025 Added 82.15%

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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