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
CCL Carnival Corp Consumer Cyclical	$34.7B	$1.35 Million 0.01% of portfolio	47,884	Q2 2025 Added 5.7%
CARR Carrier Global Corp Industrials	$50.8B	$3.75 Million 0.01% of portfolio	51,245	Q2 2025 Added 9.18%
CBRE Cbre Group, Inc. Real Estate	$52.8B	$2.12 Million 0.01% of portfolio	15,160	Q2 2025 Added 74.45%
ABC Amerisourcebergen Corp Healthcare	$38.4B	$1.47 Million 0.01% of portfolio	7,956	Q2 2025 Added 22.99%
CHTR Charter Communications, Inc. Communication Services	$43.1B	$2.34 Million 0.01% of portfolio	5,729	Q2 2025 Reduced 18.29%
CHD Church & Dwight CO Inc Consumer Defensive	$22.3B	$3.34 Million 0.01% of portfolio	34,735	Q2 2025 Reduced 5.64%
CINF Cincinnati Financial Corp Financial Services	$24.6B	$1.94 Million 0.01% of portfolio	13,052	Q2 2025 Added 5.9%
CLSK Cleanspark, Inc. Technology	$486M	$3.88 Million 0.01% of portfolio	351,497	Q2 2025 Added 8.49%
NET Cloudflare, Inc. Technology	$60.5B	$3.3 Million 0.01% of portfolio	16,849	Q2 2025 Added 8.24%
CME Cme Group Inc. Financial Services	$94.3B	$2.92 Million 0.01% of portfolio	10,583	Q2 2025 Added 64.64%
CTSH Cognizant Technology Solutions Corp Technology	$36.3B	$1.69 Million 0.01% of portfolio	21,605	Q2 2025 Added 9.01%
RQI Cohen & Steers Quality Income Realty Fund Inc Financial Services	$0	$1.35 Million 0.01% of portfolio	108,625	Q2 2025 Reduced 6.84%
COIN Coinbase Global, Inc. Technology	$45.5B	$2.12 Million 0.01% of portfolio	6,056	Q2 2025 Added 65.19%
CMCSA Comcast Corp Communication Services	$143B	$2.82 Million 0.01% of portfolio	78,902	Q2 2025 Reduced 52.9%
CMA Comerica Inc Financial Services	$9.11B	$1.57 Million 0.01% of portfolio	26,244	Q2 2025 Added 0.16%
STZ Constellation Brands, Inc. Consumer Defensive	$21.4B	$3.24 Million 0.01% of portfolio	19,944	Q2 2025 Reduced 57.25%
CTVA Corteva, Inc. Basic Materials	$50.8B	$1.72 Million 0.01% of portfolio	23,034	Q2 2025 Added 3.04%
CSGP Costar Group, Inc. Real Estate	$35.7B	$1.7 Million 0.01% of portfolio	21,155	Q2 2025 Added 159.51%
CSX Csx Corp Industrials	$68.9B	$2.58 Million 0.01% of portfolio	79,112	Q2 2025 Added 24.54%
CVS Cvs Health Corp Healthcare	$97.1B	$2.98 Million 0.01% of portfolio	43,133	Q2 2025 Added 34.99%
DRI Darden Restaurants Inc Consumer Cyclical	$25.6B	$1.61 Million 0.01% of portfolio	7,408	Q2 2025 Added 267.64%
DELL Dell Technologies Inc. Technology	$33.8B	$2.01 Million 0.01% of portfolio	16,434	Q2 2025 Added 13.94%
DAL Delta Air Lines, Inc. Industrials	$37.7B	$3.8 Million 0.01% of portfolio	77,222	Q2 2025 Added 3.22%
DXCM Dexcom Inc Healthcare	$29.5B	$1.61 Million 0.01% of portfolio	18,401	Q2 2025 Reduced 0.32%
FANG Diamondback Energy, Inc. Energy	$25B	$1.45 Million 0.01% of portfolio	10,555	Q2 2025 Added 45.61%
DLR Digital Realty Trust, Inc. Real Estate	$49.2B	$2.21 Million 0.01% of portfolio	12,651	Q2 2025 Added 83.51%
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$2.71 Million 0.01% of portfolio	75,651	Q2 2025 Added 32.85%
DFUS Dimensional ETF Tr U S Equity ETFs	$0	$2.38 Million 0.01% of portfolio	35,500	Q2 2025 Added 0.57%
SPXL Direxion Daily S&P 500 Bull 3 X ETFs	$0	$1.45 Million 0.01% of portfolio	8,369	Q2 2025 Added 4.25%
D Dominion Energy, Inc Utilities	$49.6B	$1.86 Million 0.01% of portfolio	32,939	Q2 2025 Added 7.32%
DASH Door Dash, Inc. Communication Services	$92.8B	$3.81 Million 0.01% of portfolio	15,462	Q2 2025 Added 65.9%
DOV Dover Corp Industrials	$24.1B	$2.35 Million 0.01% of portfolio	12,806	Q2 2025 Added 87.55%
DD Du Pont De Nemours, Inc. Basic Materials	$38.5B	$1.72 Million 0.01% of portfolio	25,034	Q2 2025 Reduced 75.51%
EMN Eastman Chemical CO Basic Materials	$7.92B	$1.47 Million 0.01% of portfolio	19,654	Q2 2025 Reduced 1.96%
EW Edwards Lifesciences Corp Healthcare	$46.5B	$2.47 Million 0.01% of portfolio	31,566	Q2 2025 Reduced 1.29%
EA Electronic Arts Inc. Communication Services	$48.3B	$2.56 Million 0.01% of portfolio	16,029	Q2 2025 Reduced 0.42%
ELV Elevance Health, Inc. Healthcare	$74.4B	$2.05 Million 0.01% of portfolio	5,267	Q2 2025 Added 2.19%
EOG Eog Resources Inc Energy	$70.2B	$2.48 Million 0.01% of portfolio	20,743	Q2 2025 Reduced 22.63%
PFFA Etfis Ser Tr I ETFs	$0	$2.79 Million 0.01% of portfolio	133,975	Q2 2025 Added 1.54%
EVRG Evergy, Inc. Utilities	$16.5B	$1.38 Million 0.01% of portfolio	20,045	Q2 2025 Reduced 10.06%
EXC Exelon Corp Utilities	$42.9B	$1.89 Million 0.01% of portfolio	43,520	Q2 2025 Added 20.96%
EXR Extra Space Storage Inc. Real Estate	$19.2B	$1.61 Million 0.01% of portfolio	10,891	Q2 2025 Added 31.85%
FFIV F5, Inc. Technology	$19.4B	$1.36 Million 0.01% of portfolio	4,635	Q2 2025 Added 2.48%
FDX Fedex Corp Industrials	$58.8B	$2.66 Million 0.01% of portfolio	11,698	Q2 2025 Reduced 15.97%
ONEQ Fidelity Nasdaq Composite Inde ETFs	$0	$2.63 Million 0.01% of portfolio	32,819	Q2 2025 Reduced 25.12%
FQAL Fidelity Covington Tr Quality ETFs	$0	$1.33 Million 0.01% of portfolio	19,032	Q2 2025 Reduced 2.44%
FSLR First Solar, Inc. Technology	$22.5B	$1.4 Million 0.01% of portfolio	8,471	Q2 2025 Reduced 47.27%
SKYY First Trust Cloud Computing Et ETFs	$0	$1.51 Million 0.01% of portfolio	12,428	Q1 2025 Reduced 13.8%
FVD First Tr Value Line Divid Inde ETFs	$0	$1.45 Million 0.01% of portfolio	32,332	Q2 2025 Reduced 0.79%
UCON First Tr ETF Viii Tcw Unconstr ETFs	$0	$1.64 Million 0.01% of portfolio	66,051	Q2 2025 Reduced 6.89%

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