Lido Advisors, LLC Portfolio Holdings

Lido Advisors, LLC

  • $20.3 Billion
  • Q3 2024

Lido Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $20.3 Billion distributed in 2469 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 $1.22B, Invesco Et Self Idxd Fd Tr Bul with a value of $1.02B, Invesco Et Seld Idxd Fd Tr Bul with a value of $947M, Apple Inc. with a value of $691M, and Invesco Et Self Idxd Fd Tr Bul with a value of $625M.

Examining the 13F form we can see an increase of $2.5B in the current position value, from $17.8B to 20.3B.

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 $20.3 Billion
ETFs: $14.1 Billion
Technology: $2.51 Billion
Financial Services: $832 Million
Healthcare: $580 Million
Consumer Cyclical: $559 Million
Communication Services: $488 Million
Industrials: $419 Million
Consumer Defensive: $336 Million
Other: $454 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$228B
$19 Million 0.09% of portfolio
53,618
Q3 2024 Added 2.61%
$240B
$18.5 Million 0.09% of portfolio
68,138
Q3 2024 Added 96.02%
$215B
$17.6 Million 0.09% of portfolio
45,089
Q3 2024 Added 3.29%
$147B
$18 Million 0.09% of portfolio
54,305
Q3 2024 Reduced 30.77%
$17.6B
$19.2 Million 0.09% of portfolio
111,517
Q3 2024 Added 3.71%
$112B
$17.3 Million 0.09% of portfolio
166,895
Q3 2024 Reduced 22.08%
$92.7B
$18.1 Million 0.09% of portfolio
204,954
Q3 2024 Reduced 0.58%
$149B
$18 Million 0.09% of portfolio
49,814
Q3 2024 Added 79.92%
$147B
$16.3 Million 0.08% of portfolio
50,512
Q3 2024 Added 2.55%
$305B
$17.2 Million 0.08% of portfolio
116,895
Q3 2024 Reduced 0.43%
$256B
$16.8 Million 0.08% of portfolio
315,231
Q3 2024 Added 5.76%
$45.9B
$16.2 Million 0.08% of portfolio
358,724
Q3 2024 Added 129.93%
$179B
$16.1 Million 0.08% of portfolio
57,817
Q3 2024 Reduced 39.34%
$145B
$16.7 Million 0.08% of portfolio
39,973
Q3 2024 Reduced 0.57%
$201B
$17.3 Million 0.08% of portfolio
78,069
Q3 2024 Added 13.77%
$169B
$16.7 Million 0.08% of portfolio
26,970
Q3 2024 Reduced 7.66%
$155B
$15.7 Million 0.08% of portfolio
422,346
Q3 2024 Added 1,456.52%
$193B
$16.6 Million 0.08% of portfolio
97,851
Q3 2024 Added 5.18%
$219B
$15.1 Million 0.07% of portfolio
132,651
Q3 2024 Reduced 0.54%
$162B
$13.9 Million 0.07% of portfolio
633,983
Q3 2024 Added 46.52%
$268B
$13.9 Million 0.07% of portfolio
193,398
Q3 2024 Added 4.05%
$166B
$14 Million 0.07% of portfolio
336,236
Q3 2024 Added 4.91%
$8.93B
$14 Million 0.07% of portfolio
124,812
Q3 2024 Added 1,799.15%
$5.89B
$13.4 Million 0.07% of portfolio
54,359
Q3 2024 Added 2.62%
$163B
$15 Million 0.07% of portfolio
55,402
Q3 2024 Added 152.18%
$143B
$15 Million 0.07% of portfolio
177,482
Q3 2024 Added 15.87%
$205B
$14.1 Million 0.07% of portfolio
82,960
Q3 2024 Reduced 2.18%
$10.5B
$13.8 Million 0.07% of portfolio
15,586
Q3 2024 Reduced 0.76%
$225B
$13.3 Million 0.07% of portfolio
21,527
Q3 2024 Reduced 2.46%
$60.1B
$11.5 Million 0.06% of portfolio
24,543
Q3 2024 Added 269.07%
$39.7B
$12.5 Million 0.06% of portfolio
32,621
Q3 2024 Added 225.3%
$373B
$11.6 Million 0.06% of portfolio
292,632
Q3 2024 Added 3.66%
$154B
$11.9 Million 0.06% of portfolio
12,507
Q3 2024 Reduced 4.39%
$189B
$12.8 Million 0.06% of portfolio
3,041
Q3 2024 Added 231.26%
$73.3B
$11.6 Million 0.06% of portfolio
111,820
Q3 2024 Added 139.02%
$114B
$12.8 Million 0.06% of portfolio
49,105
Q3 2024 Added 2.83%
$43.1B
$12.5 Million 0.06% of portfolio
245,758
Q3 2024 Added 10.93%
$130B
$12.4 Million 0.06% of portfolio
21,165
Q3 2024 Reduced 3.18%
$4.38B
$12.3 Million 0.06% of portfolio
906,482
Q3 2024 Added 1,138.46%
$113B
$11.6 Million 0.06% of portfolio
118,965
Q3 2024 Added 3.48%
$177B
$12.1 Million 0.06% of portfolio
62,112
Q3 2024 Reduced 10.54%
$142B
$12.6 Million 0.06% of portfolio
107,454
Q3 2024 Reduced 3.0%
$166B
$13 Million 0.06% of portfolio
288,602
Q3 2024 Added 4.15%
$113B
$11.3 Million 0.06% of portfolio
24,399
Q3 2024 Added 1.39%
$146B
$10.2 Million 0.05% of portfolio
121,729
Q3 2024 Added 3.74%
$26.4B
$9.69 Million 0.05% of portfolio
42,828
Q3 2024 Added 372.25%
$32.3B
$10.9 Million 0.05% of portfolio
91,978
Q3 2024 Reduced 6.01%
$142B
$10.7 Million 0.05% of portfolio
82,036
Q3 2024 Added 914.67%
$210B
$11 Million 0.05% of portfolio
36,123
Q3 2024 Added 1.56%

Summary

  • Portfolio
  • No. of Stocks 2,469
  • Current Value $20.3 Billion
  • Prior Value $17.8 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 131 stocks
  • Additional Purchases 545 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 488 stocks
Track This Portfolio

Track Lido Advisors, LLC Portfolio

Follow Lido Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lido Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lido Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email