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
$68.6B
$1.57 Million 0.01% of portfolio
19,069
Q3 2024 Added 140.86%
$25.4B
$1.32 Million 0.01% of portfolio
25,266
Q3 2024 Added 16.88%
$80B
$1.96 Million 0.01% of portfolio
4,367
Q3 2024 Added 27.95%
$6.36B
$1.39 Million 0.01% of portfolio
22,939
Q3 2024 Added 200.56%
$4.51B
$1.25 Million 0.01% of portfolio
26,384
Q3 2024 Added 42.09%
$59B
$1.7 Million 0.01% of portfolio
6,860
Q3 2024 Reduced 5.5%
$215B
$1.74 Million 0.01% of portfolio
15,097
Q3 2024 Added 6.86%
$0
$1.62 Million 0.01% of portfolio
121,051
Q3 2024 Reduced 1.96%
$0
$2.61 Million 0.01% of portfolio
217,913
Q3 2024 Added 0.02%
$0
$1.07 Million 0.01% of portfolio
184,967
Q3 2024 Reduced 1.07%
$0
$1.73 Million 0.01% of portfolio
132,003
Q3 2024 Reduced 1.26%
$56B
$1.9 Million 0.01% of portfolio
7,892
Q3 2024 Added 3.08%
$17.7B
$1.53 Million 0.01% of portfolio
14,765
Q3 2024 Added 41.75%
$7.12B
$1.88 Million 0.01% of portfolio
39,942
Q3 2024 Added 0.01%
$46.7B
$1.78 Million 0.01% of portfolio
19,556
Q3 2024 Added 2.02%
$78.7B
$1.32 Million 0.01% of portfolio
1,142
Q3 2024 Added 10.44%
$38.2B
$1.05 Million 0.01% of portfolio
10,673
Q3 2024 Added 20.79%
$0
$1.72 Million 0.01% of portfolio
246,312
Q4 2023 New
$16.9B
$1.46 Million 0.01% of portfolio
14,926
Q3 2024 Added 26.09%
$0
$2.3 Million 0.01% of portfolio
244,627
Q3 2024 Reduced 0.33%
$0
$1.89 Million 0.01% of portfolio
239,053
Q3 2024 Reduced 0.38%
$4.2B
$1.17 Million 0.01% of portfolio
4,136
Q3 2024 Reduced 21.95%
$80.6B
$1.94 Million 0.01% of portfolio
10,503
Q3 2024 Added 16.57%
$28.9B
$1.54 Million 0.01% of portfolio
11,663
Q3 2024 Reduced 34.16%
$25.8B
$1.08 Million 0.01% of portfolio
9,935
Q3 2024 Reduced 31.58%
$140B
$2.56 Million 0.01% of portfolio
10,098
Q3 2024 Added 16.34%
$110B
$2.7 Million 0.01% of portfolio
21,365
Q3 2024 Added 6.63%
$51.3B
$1.55 Million 0.01% of portfolio
4,259
Q3 2024 Added 28.52%
$51.2B
$1.35 Million 0.01% of portfolio
4,542
Q3 2024 Added 17.58%
$3.67B
$2.58 Million 0.01% of portfolio
37,167
Q3 2024 Reduced 0.16%
$33.6B
$2.58 Million 0.01% of portfolio
40,670
Q3 2024 Added 23.96%
$72.4B
$2.22 Million 0.01% of portfolio
2,113
Q3 2024 Added 9.2%
$66.9B
$2.1 Million 0.01% of portfolio
10,456
Q3 2024 Added 19.28%
$9.81B
$2.66 Million 0.01% of portfolio
35,632
Q3 2024 Added 13.39%
$51.8B
$1.32 Million 0.01% of portfolio
8,744
Q3 2024 Added 4.93%
$300M
$1.67 Million 0.01% of portfolio
71,892
Q3 2024 Added 1.81%
$160M
$2 Million 0.01% of portfolio
891,035
Q3 2024 Added 6.13%
$22.3B
$1.29 Million 0.01% of portfolio
11,791
Q3 2024 Added 2.1%
$26B
$1.28 Million 0.01% of portfolio
15,332
Q3 2024 Added 8.56%
$199M
$1.21 Million 0.01% of portfolio
87,895
Q3 2024 Added 24.52%
$233B
$1.5 Million 0.01% of portfolio
22,686
Q3 2024 Added 10.51%
$128B
$1.8 Million 0.01% of portfolio
22,447
Q3 2024 Added 12.12%
$57B
$2.63 Million 0.01% of portfolio
15,531
Q3 2024 Added 20.73%
$0
$1.22 Million 0.01% of portfolio
59,249
Q3 2024 Added 98.36%
$4.24B
$1.24 Million 0.01% of portfolio
17,836
Q3 2024 Reduced 2.46%
$55.7B
$2.45 Million 0.01% of portfolio
21,290
Q3 2024 Reduced 0.48%
$3.66B
$1.2 Million 0.01% of portfolio
17,893
Q3 2024 New
$5.94B
$2.79 Million 0.01% of portfolio
136,659
Q3 2024 Added 5.66%
$1.23B
$2.7 Million 0.01% of portfolio
150,305
Q3 2024 Added 0.01%

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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