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
CBOE Cboe Global Markets, Inc. Financial Services	$25.1B	$5.45 Million 0.02% of portfolio	23,368	Q2 2025 Added 0.13%
CTAS Cintas Corp Industrials	$20.3B	$5.14 Million 0.02% of portfolio	23,060	Q2 2025 Added 13.72%
CL Colgate Palmolive CO Consumer Defensive	$68.6B	$5.28 Million 0.02% of portfolio	58,130	Q2 2025 Added 11.77%
ED Consolidated Edison Inc Utilities	$34.2B	$4.72 Million 0.02% of portfolio	47,062	Q2 2025 Reduced 3.21%
CEG Constellation Energy Corp Utilities	$106B	$4.97 Million 0.02% of portfolio	15,387	Q2 2025 Reduced 27.7%
CMI Cummins Inc Industrials	$58.1B	$5.47 Million 0.02% of portfolio	16,698	Q2 2025 Added 24.96%
DHI Horton D R Inc Consumer Cyclical	$59.1B	$4.47 Million 0.02% of portfolio	34,639	Q2 2025 Added 9.57%
DTE Dte Energy CO Utilities	$26.2B	$4.93 Million 0.02% of portfolio	37,201	Q2 2025 Added 29.83%
DUK Duke Energy Corp Utilities	$93.2B	$5.41 Million 0.02% of portfolio	45,835	Q2 2025 Added 20.88%
DUOL Duolingo, Inc. Technology	$8.55B	$4.15 Million 0.02% of portfolio	10,127	Q2 2025 Added 0.1%
ET Energy Transfer LP Energy	$54.1B	$6.03 Million 0.02% of portfolio	332,625	Q2 2025 Reduced 4.8%
EPD Enterprise Products Partners L.P. Energy	$69.8B	$6.19 Million 0.02% of portfolio	199,773	Q2 2025 Reduced 1.11%
FICO Fair Isaac Corp Technology	$39.2B	$5.03 Million 0.02% of portfolio	2,749	Q2 2025 Added 234.02%
FAST Fastenal CO Industrials	$27B	$6.08 Million 0.02% of portfolio	144,675	Q2 2025 Added 100.21%
FITB Fifth Third Bancorp Financial Services	$31.5B	$4.4 Million 0.02% of portfolio	106,861	Q2 2025 Reduced 58.03%
FISV Fiserv Inc Technology	$79.5B	$4.31 Million 0.02% of portfolio	34,419	Q2 2025 Added 2.3%
HES Hess Corp Energy	$46.1B	$4.94 Million 0.02% of portfolio	35,650	Q2 2025 Added 7.42%
HWM Howmet Aerospace Inc. Industrials	$77B	$6.04 Million 0.02% of portfolio	32,454	Q2 2025 Added 8.61%
INTC Intel Corp Technology	$102B	$5.76 Million 0.02% of portfolio	257,357	Q2 2025 Added 9.22%
PRF Invesco Exchange Traded Fd Tr ETFs	$0	$4.98 Million 0.02% of portfolio	117,790	Q2 2025 Reduced 31.34%
IAU Ishares Gold Trust ETFs	$58.5B	$6.48 Million 0.02% of portfolio	103,889	Q2 2025 Reduced 10.06%
INDA Ishares Msci India Index Fund ETFs	$0	$4.4 Million 0.02% of portfolio	79,061	Q2 2025 Added 713.97%
EWU Ishs Msci Utd Kingdom ETF ETFs	$0	$3.97 Million 0.02% of portfolio	99,851	Q2 2025 New
IBB Ishares Biotechnology ETF ETFs	$0	$4.3 Million 0.02% of portfolio	33,950	Q2 2025 Added 0.39%
IWN Ishares Russell2000 Val ETF ETFs	$0	$4.24 Million 0.02% of portfolio	26,855	Q2 2025 Added 90.8%
PFF Ishares Trust Ishares Pfd And ETFs	$0	$5.38 Million 0.02% of portfolio	175,374	Q2 2025 Reduced 23.44%
SLQD Ishares 0 5 Year Investment Gr ETFs	$0	$5 Million 0.02% of portfolio	98,763	Q2 2025 Reduced 63.95%
IBMQ Ishares Tr Ibonds Dec 2028 Ter ETFs	$0	$4.71 Million 0.02% of portfolio	185,542	Q2 2025 Added 10.01%
IUSG Ishares Core S&P U.S Growth Et ETFs	$0	$5.76 Million 0.02% of portfolio	38,294	Q2 2025 Reduced 4.76%
IBTG Ishares Tr Ibonds Dec 2026 Ter ETFs	$0	$5.55 Million 0.02% of portfolio	241,829	Q2 2025 Reduced 4.3%
IBDX Ishares Tr Ibonds Dec 2032 Ter ETFs	$0	$4.06 Million 0.02% of portfolio	160,433	Q2 2025 Added 2.59%
IBDV Ishares Tr Technology	$0	$5.89 Million 0.02% of portfolio	267,756	Q2 2025 Reduced 2.09%
IBHF Ishares Tr Ibonds 2026 Term Hi ETFs	$0	$4.13 Million 0.02% of portfolio	177,875	Q2 2025 Reduced 7.24%
ITA Ishares Tr ETFs	$0	$3.95 Million 0.02% of portfolio	20,951	Q2 2025 Reduced 1.43%
SOXX Ishares Semiconductor ETF ETFs	$0	$4.31 Million 0.02% of portfolio	18,077	Q2 2025 Added 1.48%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$5.97 Million 0.02% of portfolio	117,796	Q2 2025 Reduced 1.81%
KYN Kayne Anderson Energy Infrastructure Fund, Inc. Financial Services	$0	$4.39 Million 0.02% of portfolio	345,466	Q2 2025 Added 1.46%
KEYS Keysight Technologies, Inc. Technology	$30.9B	$4.12 Million 0.02% of portfolio	25,116	Q2 2025 Reduced 0.23%
LADR Ladder Capital Corp Real Estate	$1.44B	$4.57 Million 0.02% of portfolio	424,731	Q2 2025 Added 8.38%
LNTH Lantheus Holdings, Inc. Healthcare	$3.49B	$5.54 Million 0.02% of portfolio	67,632	Q2 2025 Added 338.06%
MAR Marriott International Inc Consumer Cyclical	$85B	$4.49 Million 0.02% of portfolio	16,416	Q2 2025 Added 0.23%
MRVL Marvell Technology, Inc. Technology	$60.5B	$6.25 Million 0.02% of portfolio	80,735	Q2 2025 Reduced 1.87%
MDT Medtronic PLC Healthcare	$126B	$4.01 Million 0.02% of portfolio	46,010	Q2 2025 Reduced 10.31%
MET Metlife Inc Financial Services	$62.8B	$5.17 Million 0.02% of portfolio	64,287	Q2 2025 Added 26.07%
MDLZ Mondelez International, Inc. Consumer Defensive	$86.1B	$5.46 Million 0.02% of portfolio	80,960	Q2 2025 Added 20.21%
MSI Motorola Solutions, Inc. Technology	$79.7B	$5.78 Million 0.02% of portfolio	13,737	Q2 2025 Added 4.03%
NKE Nike, Inc. Consumer Cyclical	$91.1B	$4.43 Million 0.02% of portfolio	62,395	Q2 2025 Reduced 2.49%
NAN Nuveen New York Quality Municipal Income Fund Financial Services	$0	$4.72 Million 0.02% of portfolio	413,884	Q2 2024 Reduced 2.18%
NXPI Nxp Semiconductors N.V. Technology	$58.3B	$4.42 Million 0.02% of portfolio	20,235	Q2 2025 Added 1.84%
OMF One Main Holdings, Inc. Financial Services	$7.48B	$5.61 Million 0.02% of portfolio	98,373	Q2 2025 Added 1.95%

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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Lido Advisors, LLC Portfolio Holdings