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
$115B
$4.95 Million 0.02% of portfolio
59,074
Q3 2024 Added 1.62%
$0
$3.21 Million 0.02% of portfolio
92,533
Q3 2024 Reduced 2.15%
$8.72B
$3.27 Million 0.02% of portfolio
110,392
Q3 2024 Reduced 0.12%
$49.1B
$3.17 Million 0.02% of portfolio
62,702
Q3 2024 Reduced 7.97%
$99.2B
$3.46 Million 0.02% of portfolio
8,515
Q3 2024 Added 1.66%
$0
$4.93 Million 0.02% of portfolio
37,267
Q3 2024 Added 2.28%
$0
$4.42 Million 0.02% of portfolio
40,490
Q3 2024 Added 17.13%
$0
$5.07 Million 0.02% of portfolio
43,236
Q3 2024 Reduced 1.39%
$0
$3.29 Million 0.02% of portfolio
30,226
Q3 2024 Reduced 3.61%
$0
$4.46 Million 0.02% of portfolio
45,472
Q3 2024 Reduced 20.24%
$0
$3.39 Million 0.02% of portfolio
30,688
Q3 2024 Added 2.3%
$0
$3.11 Million 0.02% of portfolio
63,859
Q3 2024 Reduced 9.14%
$0
$3.81 Million 0.02% of portfolio
48,866
Q3 2024 Added 1.28%
$0
$4.49 Million 0.02% of portfolio
191,607
Q3 2024 Added 10.65%
$0
$3.35 Million 0.02% of portfolio
14,528
Q3 2024 Reduced 5.98%
$0
$3.28 Million 0.02% of portfolio
140,890
Q3 2024 Added 5.17%
$27.5B
$4.31 Million 0.02% of portfolio
27,127
Q3 2024 Reduced 1.67%
$60.1B
$4.08 Million 0.02% of portfolio
184,662
Q3 2024 Reduced 10.97%
$1.48B
$3.72 Million 0.02% of portfolio
320,265
Q3 2024 Added 0.82%
$78.9B
$3.25 Million 0.02% of portfolio
19,945
Q3 2024 Reduced 3.06%
$114B
$4.01 Million 0.02% of portfolio
44,552
Q3 2024 Reduced 1.52%
$36.2B
$3.81 Million 0.02% of portfolio
47,417
Q3 2024 Reduced 17.2%
$951M
$4.48 Million 0.02% of portfolio
349,710
Q3 2024 Reduced 6.23%
$89.9B
$4.55 Million 0.02% of portfolio
61,729
Q3 2024 Reduced 16.3%
$0
$3.15 Million 0.02% of portfolio
70,335
Q3 2024 Added 8.87%
$0
$4.49 Million 0.02% of portfolio
400,576
Q2 2024 Reduced 26.12%
$0
$4.88 Million 0.02% of portfolio
413,884
Q2 2024 Reduced 2.18%
$0
$3.2 Million 0.02% of portfolio
396,961
Q2 2024 Reduced 0.94%
$89.6B
$3.82 Million 0.02% of portfolio
6,041
Q3 2024 Added 17.28%
$99.2B
$3.36 Million 0.02% of portfolio
43,003
Q3 2024 Added 88.49%
$24.4B
$3.3 Million 0.02% of portfolio
99,817
Q3 2024 Reduced 2.05%
$0
$4.56 Million 0.02% of portfolio
139,063
Q2 2024 Added 2.8%
$97.9B
$3.56 Million 0.02% of portfolio
49,974
Q3 2024 Added 3.12%
$9.18B
$3.69 Million 0.02% of portfolio
26,279
Q3 2024 Added 10.75%
$0
$4.33 Million 0.02% of portfolio
63,844
Q3 2024 Reduced 14.97%
$0
$3.24 Million 0.02% of portfolio
62,875
Q3 2024 Reduced 8.6%
$0
$3.49 Million 0.02% of portfolio
41,979
Q3 2024 Reduced 28.86%
$0
$4.43 Million 0.02% of portfolio
42,559
Q3 2024 Reduced 6.8%
$0
$3.37 Million 0.02% of portfolio
36,746
Q3 2024 Reduced 3.15%
$0
$4.73 Million 0.02% of portfolio
83,324
Q3 2024 Reduced 2.11%
$16.7B
$3.12 Million 0.02% of portfolio
23,320
Q3 2024 Added 15.41%
$98.8B
$3.31 Million 0.02% of portfolio
9,549
Q3 2024 Added 4.03%
$95B
$3.33 Million 0.02% of portfolio
8,568
Q3 2024 Added 39.93%
$141B
$3.49 Million 0.02% of portfolio
46,381
Q3 2024 Added 64.02%
$0
$4.22 Million 0.02% of portfolio
16,009
Q3 2024 Added 35.51%
$0
$4.88 Million 0.02% of portfolio
98,972
Q3 2024 Reduced 9.31%
$0
$4.83 Million 0.02% of portfolio
27,740
Q3 2024 Added 11.29%
$0
$4.4 Million 0.02% of portfolio
35,961
Q3 2024 Added 11.75%
$91B
$3.52 Million 0.02% of portfolio
16,941
Q3 2024 Reduced 15.42%

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
Track This Portfolio

Track Lido Advisors, LLC Portfolio

Follow Lido Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lido Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lido Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email