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
$45.9B
$3.3 Million 0.02% of portfolio
21,393
Q4 2024 Added 0.48%
$0
$3.46 Million 0.02% of portfolio
37,799
Q4 2024 Added 2.87%
$0
$4.51 Million 0.02% of portfolio
34,171
Q4 2024 Reduced 17.37%
$0
$4.26 Million 0.02% of portfolio
75,317
Q4 2024 Reduced 9.61%
$0
$4.69 Million 0.02% of portfolio
91,778
Q4 2024 Added 71.17%
$0
$4.87 Million 0.02% of portfolio
55,395
Q4 2024 Added 72.75%
$11.2B
$3.32 Million 0.02% of portfolio
26,377
Q4 2024 Added 13.11%
$14.4B
$3.74 Million 0.02% of portfolio
52,984
Q4 2024 Reduced 66.97%
$41B
$4.41 Million 0.02% of portfolio
6,267
Q4 2024 Reduced 4.9%
$42.4B
$3.71 Million 0.02% of portfolio
30,269
Q4 2024 Reduced 52.92%
$0
$5.19 Million 0.02% of portfolio
60,459
Q4 2024 Reduced 4.28%
$0
$4.37 Million 0.02% of portfolio
16,218
Q4 2024 Added 1.31%
$0
$4.88 Million 0.02% of portfolio
110,911
Q4 2024 Added 3.02%
$0
$4.51 Million 0.02% of portfolio
93,242
Q4 2024 Reduced 5.79%
$0
$4.56 Million 0.02% of portfolio
37,569
Q4 2024 Added 4.47%
$0
$4.73 Million 0.02% of portfolio
28,972
Q4 2024 Added 4.44%
$0
$3.64 Million 0.02% of portfolio
46,744
Q4 2024 Added 0.21%
$69.6B
$3.32 Million 0.02% of portfolio
20,375
Q4 2024 Added 79.45%
$3.61B
$1.16 Million 0.01% of portfolio
7,790
Q4 2024 Added 62.8%
$30.3B
$2.78 Million 0.01% of portfolio
20,674
Q4 2024 Reduced 1.4%
$11.6B
$1.98 Million 0.01% of portfolio
100,568
Q4 2024 New
$3.59B
$2.33 Million 0.01% of portfolio
62,765
Q4 2024 Added 21.14%
$15.3B
$1.32 Million 0.01% of portfolio
22,355
Q4 2024 Added 21.3%
$0
$1.44 Million 0.01% of portfolio
40,062
Q4 2024 Reduced 35.09%
$55.3B
$1.74 Million 0.01% of portfolio
18,837
Q4 2024 Added 27.78%
$61.7B
$1.35 Million 0.01% of portfolio
18,596
Q4 2024 Reduced 9.59%
$36.2B
$1.18 Million 0.01% of portfolio
6,572
Q4 2024 Reduced 1.81%
$38.7B
$2.18 Million 0.01% of portfolio
31,412
Q4 2024 Added 12.81%
$76B
$2.43 Million 0.01% of portfolio
6,756
Q4 2024 Added 23.02%
$69.5B
$1.48 Million 0.01% of portfolio
4,583
Q4 2024 Reduced 20.24%
$1.88B
$1.18 Million 0.01% of portfolio
84,843
Q4 2024 Added 0.8%
$26.3B
$2.03 Million 0.01% of portfolio
40,200
Q4 2024 Reduced 0.74%
$209B
$1.75 Million 0.01% of portfolio
26,653
Q4 2024 Reduced 5.31%
$5.91B
$1.31 Million 0.01% of portfolio
23,777
Q4 2024 Added 6.82%
$22B
$1.5 Million 0.01% of portfolio
10,783
Q4 2024 Reduced 1.47%
$68.4B
$1.33 Million 0.01% of portfolio
416
Q4 2024 Reduced 0.72%
$39.8B
$1.23 Million 0.01% of portfolio
2,078
Q4 2024 Added 118.74%
$61.7B
$2.65 Million 0.01% of portfolio
34,443
Q4 2024 Added 2.2%
$14B
$1.51 Million 0.01% of portfolio
17,595
Q4 2024 Added 3.24%
$0
$1.26 Million 0.01% of portfolio
122,263
Q4 2024 Reduced 7.13%
$0
$1.78 Million 0.01% of portfolio
176,289
Q4 2024 Reduced 5.21%
$5.27B
$2.51 Million 0.01% of portfolio
187,135
Q4 2024 Added 2.9%
$0
$1.35 Million 0.01% of portfolio
190,614
Q4 2024 New
$0
$3.07 Million 0.01% of portfolio
76,961
Q4 2024 Added 21.17%
$6.76B
$2.98 Million 0.01% of portfolio
22,519
Q4 2024 Added 12.37%
$36.4B
$1.87 Million 0.01% of portfolio
8,258
Q4 2024 Added 49.28%
$71.4B
$1.8 Million 0.01% of portfolio
5,977
Q4 2024 Reduced 9.63%
$62.5B
$2.06 Million 0.01% of portfolio
11,577
Q4 2024 Added 68.27%
$35.3B
$2.4 Million 0.01% of portfolio
20,252
Q4 2024 Added 53.31%

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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