Lido Advisors, LLC Portfolio Holdings

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025

Lido Advisors, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $24 Billion distributed in 2791 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 $3.6B, Invesco Et Self Idxd Fd Tr Bul with a value of $1.23B, Invesco Et Seld Idxd Fd Tr Bul with a value of $833M, Apple Inc. with a value of $808M, and Invesco Et Self Idxd Fd Tr Bul with a value of $571M.

Examining the 13F form we can see an increase of $2.28B in the current position value, from $21.7B to 24B.

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 $24 Billion
ETFs: $17.2 Billion
Technology: $2.76 Billion
Financial Services: $893 Million
Healthcare: $655 Million
Consumer Cyclical: $631 Million
Communication Services: $587 Million
Industrials: $422 Million
Consumer Defensive: $325 Million
Other: $552 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.46 Million 0.01% of portfolio
116,600
Q3 2024 Reduced 0.43%
$7.71B
$1.55 Million 0.01% of portfolio
26,202
Q1 2025 Reduced 2.13%
$12B
$1.3 Million 0.01% of portfolio
22,913
Q1 2025 Added 32.39%
$51.4B
$1.41 Million 0.01% of portfolio
22,355
Q1 2025 Added 11.55%
$6.6B
$1.64 Million 0.01% of portfolio
3,173
Q1 2025 New
$68.6B
$1.87 Million 0.01% of portfolio
63,522
Q1 2025 Added 16.4%
$84.4B
$2.16 Million 0.01% of portfolio
31,952
Q1 2025 Reduced 17.52%
$29.3B
$1.31 Million 0.01% of portfolio
14,423
Q1 2025 Added 8.87%
$33.1B
$3.26 Million 0.01% of portfolio
74,813
Q1 2025 Reduced 0.4%
$21.9B
$1.34 Million 0.01% of portfolio
35,846
Q1 2025 Added 20.91%
$32.8B
$1.26 Million 0.01% of portfolio
18,460
Q1 2025 Added 22.29%
$0
$1.88 Million 0.01% of portfolio
56,944
Q1 2025 Added 0.01%
$0
$2.13 Million 0.01% of portfolio
35,300
Q1 2025 Reduced 5.42%
$46.3B
$1.72 Million 0.01% of portfolio
30,691
Q1 2025 Added 14.05%
$77B
$1.7 Million 0.01% of portfolio
9,320
Q1 2025 Added 5.76%
$15.2B
$3.14 Million 0.01% of portfolio
10,117
Q1 2025 Added 0.13%
$46.9B
$2.32 Million 0.01% of portfolio
31,979
Q1 2025 Added 62.81%
$40.9B
$2.33 Million 0.01% of portfolio
16,096
Q1 2025 Added 229.7%
$91B
$2.24 Million 0.01% of portfolio
5,154
Q1 2025 Added 18.51%
$69.1B
$3.44 Million 0.01% of portfolio
26,810
Q1 2025 Reduced 3.29%
$82.6B
$3.34 Million 0.01% of portfolio
4,091
Q1 2025 Added 68.7%
$0
$2.8 Million 0.01% of portfolio
131,945
Q1 2025 Added 2.51%
$15.6B
$1.54 Million 0.01% of portfolio
22,287
Q1 2025 Reduced 4.6%
$42.6B
$1.66 Million 0.01% of portfolio
35,979
Q1 2025 Added 30.5%
$18.8B
$2.07 Million 0.01% of portfolio
17,237
Q1 2025 Added 5.16%
$20.3B
$1.23 Million 0.01% of portfolio
8,260
Q1 2025 Reduced 7.44%
$17.6B
$1.2 Million 0.01% of portfolio
4,523
Q1 2025 Reduced 3.33%
$45.1B
$1.52 Million 0.01% of portfolio
823
Q1 2025 Added 0.37%
$59.3B
$3.39 Million 0.01% of portfolio
13,921
Q1 2025 Added 13.74%
$0
$2.98 Million 0.01% of portfolio
43,828
Q1 2025 Added 48.19%
$0
$1.25 Million 0.01% of portfolio
19,508
Q1 2025 Reduced 7.98%
$0
$1.25 Million 0.01% of portfolio
25,075
Q1 2025 Reduced 6.14%
$17.5B
$2.03 Million 0.01% of portfolio
16,064
Q1 2025 Added 106.11%
$0
$1.27 Million 0.01% of portfolio
12,428
Q1 2025 Reduced 13.8%
$0
$2.49 Million 0.01% of portfolio
33,885
Q1 2025 Reduced 5.67%
$0
$1.76 Million 0.01% of portfolio
70,939
Q1 2025 Added 19.5%
$0
$1.45 Million 0.01% of portfolio
32,591
Q1 2025 Added 3.58%
$41.9B
$3.47 Million 0.01% of portfolio
345,711
Q1 2025 Added 116.8%
$80.1B
$2.36 Million 0.01% of portfolio
24,467
Q1 2025 Added 46.87%
$60.3B
$3.52 Million 0.01% of portfolio
92,978
Q1 2025 Added 100.12%
$66.1B
$2.42 Million 0.01% of portfolio
7,018
Q1 2025 Added 17.32%
$33.4B
$1.32 Million 0.01% of portfolio
3,154
Q1 2025 Added 174.26%
$32.3B
$2.15 Million 0.01% of portfolio
36,041
Q1 2025 Reduced 12.14%
$69.5B
$2.31 Million 0.01% of portfolio
49,016
Q1 2025 Reduced 8.62%
$4.5B
$1.64 Million 0.01% of portfolio
16,703
Q1 2025 Added 0.97%
$0
$2.3 Million 0.01% of portfolio
69,788
Q1 2025 Reduced 14.91%
$0
$1.28 Million 0.01% of portfolio
32,524
Q1 2025 Added 35.9%
$0
$1.47 Million 0.01% of portfolio
39,018
Q1 2025 Added 7.43%
$27.9B
$2.61 Million 0.01% of portfolio
14,462
Q1 2025 Reduced 19.33%

Summary

  • Portfolio
  • No. of Stocks 2,791
  • Current Value $24 Billion
  • Prior Value $21.7 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 124 stocks
  • Additional Purchases 673 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 469 stocks
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