Lido Advisors, LLC Portfolio Holdings

Lido Advisors, LLC

  • $21.7 Billion
  • Q4 2024

Lido Advisors, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $21.7 Billion distributed in 2733 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 $1.59B, Invesco Et Self Idxd Fd Tr Bul with a value of $1.22B, Invesco Et Seld Idxd Fd Tr Bul with a value of $989M, Apple Inc. with a value of $819M, and Microsoft Corp with a value of $461M.

Examining the 13F form we can see an increase of $1.38B in the current position value, from $20.3B to 21.7B.

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 $21.7 Billion
ETFs: $15.3 Billion
Technology: $2.79 Billion
Financial Services: $743 Million
Consumer Cyclical: $634 Million
Communication Services: $570 Million
Healthcare: $530 Million
Industrials: $367 Million
Consumer Defensive: $319 Million
Other: $456 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$67.6B
$4.88 Million 0.02% of portfolio
21,699
Q4 2024 Reduced 55.81%
$39.7B
$5.05 Million 0.02% of portfolio
14,494
Q4 2024 Added 4.3%
$42.1B
$4 Million 0.02% of portfolio
28,581
Q4 2024 Reduced 2.6%
$26.2B
$4.54 Million 0.02% of portfolio
75,117
Q4 2024 Reduced 69.43%
$93.8B
$3.57 Million 0.02% of portfolio
33,136
Q4 2024 Added 7.19%
$9.99B
$3.28 Million 0.02% of portfolio
10,104
Q4 2024 Added 0.3%
$68B
$4.32 Million 0.02% of portfolio
18,425
Q4 2024 Added 1.63%
$64.8B
$3.4 Million 0.02% of portfolio
27,721
Q4 2024 Added 9.03%
$4.59B
$3.7 Million 0.02% of portfolio
118,240
Q4 2024 Reduced 53.02%
$46.7B
$5.06 Million 0.02% of portfolio
70,405
Q4 2024 Added 129.22%
$54B
$3.44 Million 0.02% of portfolio
12,239
Q4 2024 Reduced 4.39%
$79.5B
$3.65 Million 0.02% of portfolio
29,119
Q4 2024 Reduced 54.9%
$0
$4.45 Million 0.02% of portfolio
204,772
Q4 2024 New
$11.8B
$3.28 Million 0.02% of portfolio
29,437
Q4 2024 Added 1,115.4%
$26.9B
$3.54 Million 0.02% of portfolio
17,927
Q4 2024 Reduced 68.63%
$77.7B
$4.33 Million 0.02% of portfolio
215,987
Q4 2024 Reduced 4.44%
$0
$3.31 Million 0.02% of portfolio
30,063
Q4 2024 Reduced 0.54%
$0
$4.26 Million 0.02% of portfolio
32,237
Q4 2024 Reduced 10.51%
$0
$3.39 Million 0.02% of portfolio
31,848
Q4 2024 Added 3.78%
$0
$4.04 Million 0.02% of portfolio
57,467
Q4 2024 Added 17.6%
$0
$4.95 Million 0.02% of portfolio
91,704
Q4 2024 Reduced 5.72%
$0
$3.8 Million 0.02% of portfolio
35,958
Q4 2024 Reduced 11.19%
$0
$3.26 Million 0.02% of portfolio
63,363
Q4 2024 Added 23.52%
$0
$5.24 Million 0.02% of portfolio
226,324
Q4 2024 Added 18.12%
$0
$4.95 Million 0.02% of portfolio
201,194
Q4 2024 Added 486.52%
$0
$3.75 Million 0.02% of portfolio
147,235
Q4 2024 Added 156.11%
$0
$4.13 Million 0.02% of portfolio
178,178
Q4 2024 Added 26.47%
$0
$4.03 Million 0.02% of portfolio
151,398
Q4 2024 Added 122.93%
$0
$3.57 Million 0.02% of portfolio
142,076
Q4 2024 Added 182.27%
$0
$3.97 Million 0.02% of portfolio
106,022
Q4 2024 Added 1.65%
$0
$4.34 Million 0.02% of portfolio
341,512
Q4 2024 Added 55.01%
$24.2B
$4.07 Million 0.02% of portfolio
25,322
Q4 2024 Reduced 6.65%
$60.9B
$4.79 Million 0.02% of portfolio
174,683
Q4 2024 Reduced 5.4%
$88.9B
$4.09 Million 0.02% of portfolio
27,649
Q4 2024 Reduced 66.3%
$1.3B
$3.97 Million 0.02% of portfolio
354,403
Q4 2024 Added 10.66%
$71.5B
$3.33 Million 0.02% of portfolio
11,950
Q4 2024 Added 26.97%
$110B
$3.57 Million 0.02% of portfolio
44,631
Q4 2024 Added 0.18%
$721M
$5.03 Million 0.02% of portfolio
349,711
Q4 2024 Added 0.0%
$92.3B
$4.39 Million 0.02% of portfolio
73,553
Q4 2024 Added 19.15%
$0
$4.19 Million 0.02% of portfolio
400,576
Q2 2024 Reduced 26.12%
$0
$4.72 Million 0.02% of portfolio
413,884
Q2 2024 Reduced 2.18%
$72.1B
$4 Million 0.02% of portfolio
6,282
Q4 2024 Added 3.99%
$47.7B
$5.33 Million 0.02% of portfolio
46,741
Q4 2024 Added 3.33%
$94.3B
$4.47 Million 0.02% of portfolio
42,305
Q4 2024 Added 98.01%
$0
$4.41 Million 0.02% of portfolio
139,063
Q2 2024 Added 2.8%
$7.06B
$4.74 Million 0.02% of portfolio
63,742
Q4 2024 Added 78.89%
$12.1B
$3.47 Million 0.02% of portfolio
26,325
Q4 2024 Added 0.18%
$0
$3.78 Million 0.02% of portfolio
136,305
Q4 2024 Added 224.7%
$0
$3.77 Million 0.02% of portfolio
145,810
Q4 2024 Added 131.9%

Summary

  • Portfolio
  • No. of Stocks 2,733
  • Current Value $21.7 Billion
  • Prior Value $20.3 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 143 stocks
  • Additional Purchases 720 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 363 stocks
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