Lido Advisors, LLC Portfolio Holdings

Lido Advisors, LLC

$31.4 Billion
Q3 2025

Lido Advisors, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $31.4 Billion distributed in 3223 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 $2.22B, Invesco Et Self Idxd Fd Tr Bul with a value of $1.27B, Apple Inc. with a value of $1.11B, Invesco Et Self Idxd Fd Tr Bul with a value of $1.03B, and Nvidia Corp with a value of $973M.

Examining the 13F form we can see an increase of $5.52B in the current position value, from $25.9B to 31.4B.

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 $31.4 Billion

ETFs: $20.4 Billion

Technology: $5.09 Billion

Financial Services: $1.22 Billion

Consumer Cyclical: $1.02 Billion

Communication Services: $977 Million

Healthcare: $842 Million

Industrials: $715 Million

Consumer Defensive: $446 Million

Other: $660 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
PDBC Invesco Act Mge Et Cmdt Fd Tr ETFs	$0	$6.56 Million 0.02% of portfolio	488,410	Q3 2025 New
DBC Invesco Db Commodity Index Tracking Fund ETFs	$3.61B	$6.84 Million 0.02% of portfolio	303,656	Q3 2025 Added 1,998.67%
BSJQ Invesco Etsf Fd Tr Bulletshare ETFs	$0	$6.84 Million 0.02% of portfolio	292,137	Q3 2025 Added 241.54%
PRF Invesco Exchange Traded Fd Tr ETFs	$0	$5.75 Million 0.02% of portfolio	127,198	Q3 2025 Added 7.99%
IAU Ishares Gold Trust ETFs	$65.3B	$7.44 Million 0.02% of portfolio	102,250	Q3 2025 Reduced 1.58%
EWG Ishares Msci Germany ETF ETFs	$0	$7.37 Million 0.02% of portfolio	177,056	Q3 2025 Added 247.05%
EWC Ishares Msci Canada ETF ETFs	$0	$7.35 Million 0.02% of portfolio	145,382	Q3 2025 Added 86.64%
EWT Ishares Inc Msci Taiwan ETF ETFs	$0	$6.4 Million 0.02% of portfolio	100,528	Q3 2025 Added 146.08%
EWQ Ishares Msci France ETF ETFs	$0	$7.63 Million 0.02% of portfolio	173,740	Q3 2025 Added 189.33%
EWL Ishares Inc Msci Switzerlnd ETFs	$0	$6.2 Million 0.02% of portfolio	112,169	Q3 2025 Added 155.18%
AOK Ishares Tr Core Conservative A ETFs	$0	$6.29 Million 0.02% of portfolio	156,719	Q3 2025 Reduced 5.67%
SLQD Ishares 0 5 Year Investment Gr ETFs	$0	$5.24 Million 0.02% of portfolio	103,160	Q3 2025 Added 4.45%
SOXX Ishares Semiconductor ETF ETFs	$0	$6.52 Million 0.02% of portfolio	24,066	Q3 2025 Added 33.13%
ITA Ishares Tr ETFs	$0	$4.78 Million 0.02% of portfolio	22,855	Q3 2025 Added 9.09%
IWN Ishares Russell2000 Val ETF ETFs	$0	$5.36 Million 0.02% of portfolio	30,301	Q3 2025 Added 12.83%
INDA Ishares Msci India Index Fund ETFs	$0	$7.64 Million 0.02% of portfolio	146,675	Q3 2025 Added 85.52%
IBMQ Ishares Tr Ibonds Dec 2028 Ter ETFs	$0	$5.23 Million 0.02% of portfolio	204,122	Q3 2025 Added 10.01%
PFF Ishares Trust Ishares Pfd And ETFs	$0	$6.01 Million 0.02% of portfolio	190,227	Q3 2025 Added 8.47%
IUSG Ishares Core S&P U.S Growth Et ETFs	$0	$5.65 Million 0.02% of portfolio	34,360	Q3 2025 Reduced 10.27%
IBTF Ishares Tr Ibonds Dec 2025 Ter ETFs	$0	$7.25 Million 0.02% of portfolio	310,325	Q3 2025 Reduced 1.4%
IBDV Ishares Tr Technology	$0	$6 Million 0.02% of portfolio	270,791	Q3 2025 Added 1.13%
IBTG Ishares Tr Ibonds Dec 2026 Ter ETFs	$0	$5.49 Million 0.02% of portfolio	239,414	Q3 2025 Reduced 1.0%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$6.41 Million 0.02% of portfolio	126,274	Q3 2025 Added 7.2%
LADR Ladder Capital Corp Real Estate	$1.35B	$4.78 Million 0.02% of portfolio	438,586	Q3 2025 Added 3.26%
MPC Marathon Petroleum Corp Energy	$99.7B	$5.71 Million 0.02% of portfolio	29,606	Q3 2025 Added 35.11%
MRVL Marvell Technology, Inc. Technology	$73.7B	$7.62 Million 0.02% of portfolio	90,677	Q3 2025 Added 12.31%
MET Metlife Inc Financial Services	$62.7B	$5.47 Million 0.02% of portfolio	66,384	Q3 2025 Added 3.26%
MCHP Microchip Technology Inc Technology	$29.5B	$5.27 Million 0.02% of portfolio	82,084	Q3 2025 Added 80.72%
MDLZ Mondelez International, Inc. Consumer Defensive	$77.9B	$4.73 Million 0.02% of portfolio	75,716	Q3 2025 Reduced 6.48%
MCO Moodys Corp Financial Services	$87.8B	$5.93 Million 0.02% of portfolio	12,452	Q3 2025 Added 92.04%
NKE Nike, Inc. Consumer Cyclical	$80.8B	$5.62 Million 0.02% of portfolio	80,565	Q3 2025 Added 29.12%
NVS Novartis Ag Healthcare	$282B	$5.53 Million 0.02% of portfolio	43,096	Q3 2025 Added 43.65%
NAN Nuveen New York Quality Municipal Income Fund Financial Services	$0	$4.73 Million 0.02% of portfolio	413,884	Q2 2024 Reduced 2.18%
NXPI Nxp Semiconductors N.V. Technology	$51.8B	$7.17 Million 0.02% of portfolio	31,467	Q3 2025 Added 55.51%
OMC Omnicom Group Inc. Communication Services	$14.7B	$7.71 Million 0.02% of portfolio	94,610	Q3 2025 Added 473.5%
PH Parker Hannifin Corp Industrials	$107B	$6.62 Million 0.02% of portfolio	8,735	Q3 2025 Added 7.3%
PSX Phillips 66 Energy	$68.5B	$6.5 Million 0.02% of portfolio	47,769	Q3 2025 Added 7.08%
PGR Progressive Corp Financial Services	$132B	$5.92 Million 0.02% of portfolio	23,980	Q3 2025 Added 4.28%
PRU Prudential Financial Inc Financial Services	$39.9B	$5.41 Million 0.02% of portfolio	52,168	Q3 2025 Added 88.5%
UTG Reaves Utility Income Fund Financial Services	$0	$5.94 Million 0.02% of portfolio	150,035	Q3 2025 Reduced 0.11%
REGN Regeneron Pharmaceuticals, Inc. Healthcare	$74.3B	$6.83 Million 0.02% of portfolio	12,146	Q3 2025 Added 114.14%
RGLD Royal Gold Inc Basic Materials	$12.2B	$5.55 Million 0.02% of portfolio	27,657	Q3 2025 Added 0.79%
SAP Sap Se Technology	$287B	$6.09 Million 0.02% of portfolio	22,785	Q3 2025 Added 82.5%
SAR Saratoga Investment Corp. Financial Services	$262M	$4.81 Million 0.02% of portfolio	197,873	Q3 2025 Added 6.24%
STX Seagate Technology Holdings PLC Technology	$53.3B	$5.67 Million 0.02% of portfolio	24,020	Q3 2025 Added 48.57%
XLC Select Sector Spdr Tr Communic ETFs	$0	$7.45 Million 0.02% of portfolio	62,900	Q3 2025 Reduced 75.41%
SNOW Snowflake Inc. Technology	$82.2B	$6.22 Million 0.02% of portfolio	27,586	Q3 2025 Added 15.4%
SPMB Spdr Ser Tr Spdr Portfolio Mor ETFs	$0	$4.91 Million 0.02% of portfolio	218,890	Q3 2025 New
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$5.8 Million 0.02% of portfolio	41,404	Q3 2025 Added 8.14%
MSTR Microstrategy Inc Technology	$1.95B	$7.37 Million 0.02% of portfolio	22,888	Q3 2025 Added 346.33%

Summary

Portfolio
No. of Stocks 3,223
Current Value $31.4 Billion
Prior Value $25.9 Billion
Filing
Period Q3 2025
Filing Date November 14, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 206 stocks
Additional Purchases 933 stocks
Sold out of 0 stocks
Reduced holdings in 348 stocks

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Lido Advisors, LLC Portfolio Holdings