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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$36.5B
$9.48 Million 0.04% of portfolio
45,966
Q4 2024 Added 1,078.92%
$199B
$8.15 Million 0.04% of portfolio
48,866
Q4 2024 Added 16.62%
$70.9B
$8.52 Million 0.04% of portfolio
33,603
Q4 2024 Added 3.14%
$136B
$7.9 Million 0.04% of portfolio
32,008
Q4 2024 Reduced 42.23%
$44.1B
$7.98 Million 0.04% of portfolio
72,241
Q4 2024 Reduced 2.72%
$185B
$9.49 Million 0.04% of portfolio
75,456
Q4 2024 Added 8.96%
$124B
$8.9 Million 0.04% of portfolio
335,424
Q4 2024 Reduced 4.43%
$253B
$9.25 Million 0.04% of portfolio
76,890
Q4 2024 Added 9.52%
$49.8B
$7.76 Million 0.04% of portfolio
202,447
Q4 2024 Added 46.67%
$22.4B
$8.97 Million 0.04% of portfolio
102,290
Q4 2024 Added 567.17%
$86.4B
$9.37 Million 0.04% of portfolio
27,560
Q4 2024 Added 9.64%
$39.6B
$8.15 Million 0.04% of portfolio
45,639
Q4 2024 Added 1,983.02%
$326B
$9.33 Million 0.04% of portfolio
42,280
Q4 2024 Added 3.78%
$246B
$9.65 Million 0.04% of portfolio
137,395
Q4 2024 Added 2.08%
$68.2B
$8.84 Million 0.04% of portfolio
70,119
Q4 2024 Added 538.43%
$11.7B
$7.73 Million 0.04% of portfolio
20,009
Q4 2024 Added 2,042.29%
$52.6B
$6.57 Million 0.03% of portfolio
34,085
Q4 2024 Added 7.42%
$49.6B
$5.58 Million 0.03% of portfolio
10,489
Q4 2024 Reduced 57.26%
$56.7B
$5.58 Million 0.03% of portfolio
24,604
Q4 2024 Reduced 3.81%
$17.1B
$6.36 Million 0.03% of portfolio
41,598
Q4 2024 Added 2,364.34%
$105B
$6.33 Million 0.03% of portfolio
111,955
Q4 2024 Reduced 16.47%
$119B
$7.14 Million 0.03% of portfolio
25,844
Q4 2024 Added 3.77%
$150B
$6.57 Million 0.03% of portfolio
175,093
Q4 2024 Reduced 47.93%
$35.1B
$6.81 Million 0.03% of portfolio
143,309
Q4 2024 Reduced 60.05%
$53.3B
$6.28 Million 0.03% of portfolio
320,734
Q4 2024 Added 2.85%
$67.5B
$6.16 Million 0.03% of portfolio
196,394
Q4 2024 Added 70.57%
$131B
$5.89 Million 0.03% of portfolio
63,754
Q4 2024 Added 7.92%
$132B
$7.48 Million 0.03% of portfolio
33,109
Q4 2024 Added 12.69%
$88.6B
$7.43 Million 0.03% of portfolio
49,891
Q4 2024 Added 6.86%
$50.1B
$6.63 Million 0.03% of portfolio
206,441
Q4 2024 Added 1,918.59%
$9.67B
$5.59 Million 0.03% of portfolio
134,524
Q4 2024 Added 76.51%
$18B
$7.05 Million 0.03% of portfolio
60,770
Q4 2024 Added 1,732.63%
$9.9B
$7.52 Million 0.03% of portfolio
273,162
Q4 2024 Reduced 5.04%
$70.2B
$5.44 Million 0.03% of portfolio
71,859
Q4 2024 Reduced 64.94%
$83.2B
$6.83 Million 0.03% of portfolio
14,564
Q4 2024 Reduced 0.4%
$15B
$7.35 Million 0.03% of portfolio
116,502
Q4 2024 Added 1,560.99%
$26.3B
$5.58 Million 0.03% of portfolio
171,768
Q4 2024 Added 72.08%
$155B
$5.62 Million 0.03% of portfolio
23,466
Q4 2024 Added 132.38%
$59.1B
$6.16 Million 0.03% of portfolio
11,846
Q4 2024 Reduced 0.83%
$151B
$6.41 Million 0.03% of portfolio
12,873
Q4 2024 Added 10.07%
$100B
$6.43 Million 0.03% of portfolio
78,139
Q4 2024 Added 1.34%
$5.57B
$5.5 Million 0.03% of portfolio
103,686
Q4 2024 Added 5,938.79%
$56.8B
$6.21 Million 0.03% of portfolio
129,913
Q4 2024 Added 216.38%
$67.9B
$4.32 Million 0.02% of portfolio
41,792
Q4 2024 Added 6.08%
$58.3B
$3.95 Million 0.02% of portfolio
13,604
Q4 2024 Added 8.96%
$45B
$3.77 Million 0.02% of portfolio
28,712
Q4 2024 Added 2.32%
$288B
$3.9 Million 0.02% of portfolio
45,982
Q4 2024 Added 3.61%
$254B
$5.34 Million 0.02% of portfolio
7,705
Q4 2024 Added 34.59%
$53.1B
$3.78 Million 0.02% of portfolio
15,374
Q4 2024 Added 234.29%

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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