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
$46.5B
$5.34 Million 0.03% of portfolio
6,590
Q3 2024 Reduced 6.49%
$63.8B
$4.4 Million 0.02% of portfolio
39,398
Q3 2024 Added 8.22%
$40.7B
$3.11 Million 0.02% of portfolio
20,968
Q3 2024 Reduced 1.9%
$65B
$3.72 Million 0.02% of portfolio
12,485
Q3 2024 Reduced 9.67%
$51.7B
$3.56 Million 0.02% of portfolio
28,061
Q3 2024 Added 1.34%
$213B
$4.71 Million 0.02% of portfolio
44,379
Q3 2024 Added 1.88%
$294B
$4.77 Million 0.02% of portfolio
5,725
Q3 2024 Added 9.03%
$67.8B
$4.39 Million 0.02% of portfolio
37,456
Q3 2024 Reduced 23.91%
$56.3B
$4.2 Million 0.02% of portfolio
23,344
Q3 2024 Reduced 4.73%
$1.57B
$4.31 Million 0.02% of portfolio
74,800
Q3 2024 Reduced 3.03%
$24.6B
$3.39 Million 0.02% of portfolio
32,401
Q3 2024 Reduced 6.24%
$19.2B
$3.53 Million 0.02% of portfolio
17,138
Q3 2024 Added 549.41%
$31.3B
$4.98 Million 0.02% of portfolio
47,814
Q3 2024 Reduced 1.73%
$50B
$4.5 Million 0.02% of portfolio
13,897
Q3 2024 Added 4.02%
$63B
$4.49 Million 0.02% of portfolio
71,453
Q3 2024 Reduced 3.72%
$81.5B
$3.56 Million 0.02% of portfolio
30,913
Q3 2024 Added 5.75%
$65.5B
$4.63 Million 0.02% of portfolio
18,130
Q3 2024 Added 52.83%
$59.9B
$5 Million 0.02% of portfolio
311,833
Q3 2024 Added 0.58%
$70B
$3.35 Million 0.02% of portfolio
115,142
Q3 2024 Added 4.18%
$77B
$3.13 Million 0.02% of portfolio
25,426
Q3 2024 Reduced 10.45%
$70.4B
$3.5 Million 0.02% of portfolio
12,801
Q3 2024 Added 7.98%
$28.2B
$4.03 Million 0.02% of portfolio
94,149
Q3 2024 Reduced 0.43%
$113B
$4.95 Million 0.02% of portfolio
59,074
Q3 2024 Added 1.62%
$8.04B
$3.27 Million 0.02% of portfolio
110,392
Q3 2024 Reduced 0.12%
$52.2B
$3.17 Million 0.02% of portfolio
62,702
Q3 2024 Reduced 7.97%
$86.9B
$3.46 Million 0.02% of portfolio
8,515
Q3 2024 Added 1.66%
$28.8B
$4.31 Million 0.02% of portfolio
27,127
Q3 2024 Reduced 1.67%
$63.3B
$4.08 Million 0.02% of portfolio
184,662
Q3 2024 Reduced 10.97%
$1.37B
$3.72 Million 0.02% of portfolio
320,265
Q3 2024 Added 0.82%
$70.9B
$3.25 Million 0.02% of portfolio
19,945
Q3 2024 Reduced 3.06%
$107B
$4.01 Million 0.02% of portfolio
44,552
Q3 2024 Reduced 1.52%
$30.5B
$3.81 Million 0.02% of portfolio
47,417
Q3 2024 Reduced 17.2%
$857M
$4.48 Million 0.02% of portfolio
349,710
Q3 2024 Reduced 6.23%
$77.1B
$4.55 Million 0.02% of portfolio
61,729
Q3 2024 Reduced 16.3%
$0
$4.49 Million 0.02% of portfolio
400,576
Q2 2024 Reduced 26.12%
$0
$4.88 Million 0.02% of portfolio
413,884
Q2 2024 Reduced 2.18%
$0
$3.2 Million 0.02% of portfolio
396,961
Q2 2024 Reduced 0.94%
$80.9B
$3.82 Million 0.02% of portfolio
6,041
Q3 2024 Added 17.28%
$96.4B
$3.36 Million 0.02% of portfolio
43,003
Q3 2024 Added 88.49%
$23.4B
$3.3 Million 0.02% of portfolio
99,817
Q3 2024 Reduced 2.05%
$0
$4.56 Million 0.02% of portfolio
139,063
Q2 2024 Added 2.8%
$95.4B
$3.56 Million 0.02% of portfolio
49,974
Q3 2024 Added 3.12%
$8.84B
$3.69 Million 0.02% of portfolio
26,279
Q3 2024 Added 10.75%
$21B
$3.12 Million 0.02% of portfolio
23,320
Q3 2024 Added 15.41%
$85.1B
$3.31 Million 0.02% of portfolio
9,549
Q3 2024 Added 4.03%
$87.4B
$3.33 Million 0.02% of portfolio
8,568
Q3 2024 Added 39.93%
$131B
$3.49 Million 0.02% of portfolio
46,381
Q3 2024 Added 64.02%
$85.1B
$3.52 Million 0.02% of portfolio
16,941
Q3 2024 Reduced 15.42%
$5.04B
$2.32 Million 0.01% of portfolio
222,131
Q3 2024 Added 620.36%

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
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