Lido Advisors, LLC Portfolio Holdings

Lido Advisors, LLC

  • $31.4 Billion
  • Q3 2025

Lido Advisors, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $31.4 Billion distributed in 3223 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 $2.22B, Invesco Et Self Idxd Fd Tr Bul with a value of $1.27B, Apple Inc. with a value of $1.11B, Invesco Et Self Idxd Fd Tr Bul with a value of $1.03B, and Nvidia Corp with a value of $973M.

Examining the 13F form we can see an increase of $5.52B in the current position value, from $25.9B to 31.4B.

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 $31.4 Billion
ETFs: $20.4 Billion
Technology: $5.09 Billion
Financial Services: $1.22 Billion
Consumer Cyclical: $1.02 Billion
Communication Services: $977 Million
Healthcare: $842 Million
Industrials: $715 Million
Consumer Defensive: $446 Million
Other: $660 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$458M
$2.34 Million 0.01% of portfolio
79,779
Q4 2024 New
$876M
$3.27 Million 0.01% of portfolio
272,167
Q3 2025 Reduced 1.81%
$43.2B
$1.78 Million 0.01% of portfolio
1,933
Q3 2025 Added 50.55%
$53.5B
$3.1 Million 0.01% of portfolio
61,988
Q3 2025 Added 81.07%
$45.2B
$1.73 Million 0.01% of portfolio
3,049
Q3 2025 Added 3.81%
$42.8B
$3.87 Million 0.01% of portfolio
43,745
Q3 2025 Added 96.29%
$69.1B
$2.26 Million 0.01% of portfolio
26,766
Q3 2025 Added 52.98%
$65.7B
$2.52 Million 0.01% of portfolio
8,392
Q3 2025 Added 22.05%
$0
$2.54 Million 0.01% of portfolio
223,350
Q3 2025 Added 3.57%
$0
$1.66 Million 0.01% of portfolio
132,003
Q3 2024 Reduced 1.26%
$0
$3.88 Million 0.01% of portfolio
380,076
Q2 2025 Reduced 5.12%
$0
$3.73 Million 0.01% of portfolio
454,537
Q3 2025 Added 14.19%
$11.9B
$2.2 Million 0.01% of portfolio
51,865
Q3 2025 Added 118.34%
$31.5B
$2.33 Million 0.01% of portfolio
31,965
Q3 2025 Added 2.75%
$9.96B
$1.61 Million 0.01% of portfolio
39,951
Q3 2025 Reduced 1.49%
$71.6B
$4.02 Million 0.01% of portfolio
59,962
Q3 2025 Added 36.13%
$17.2B
$2.17 Million 0.01% of portfolio
19,576
Q3 2025 Reduced 4.53%
$953M
$2.16 Million 0.01% of portfolio
118,341
Q3 2025 Added 0.42%
$0
$1.85 Million 0.01% of portfolio
233,486
Q3 2025 Added 0.01%
$9.99B
$1.63 Million 0.01% of portfolio
18,159
Q3 2025 Added 85.49%
$4.5B
$2.11 Million 0.01% of portfolio
6,075
Q3 2025 Added 0.33%
$74.3B
$3.02 Million 0.01% of portfolio
15,048
Q3 2025 Added 17.21%
$27.1B
$3.49 Million 0.01% of portfolio
93,943
Q3 2025 Added 0.68%
$41.3B
$2.11 Million 0.01% of portfolio
25,335
Q3 2025 Added 16.55%
$4.31B
$2.84 Million 0.01% of portfolio
37,300
Q3 2025 Added 0.1%
$35.1B
$3.45 Million 0.01% of portfolio
56,749
Q3 2025 Added 16.99%
$66.3B
$2.01 Million 0.01% of portfolio
8,758
Q3 2025 Reduced 1.96%
$114B
$3.11 Million 0.01% of portfolio
47,094
Q3 2025 Added 0.76%
$43.5B
$3.17 Million 0.01% of portfolio
9,080
Q3 2025 Reduced 20.82%
$12B
$3.86 Million 0.01% of portfolio
38,506
Q3 2025 Added 47.21%
$55.7B
$1.68 Million 0.01% of portfolio
11,004
Q3 2025 Added 16.72%
$64.5B
$2.28 Million 0.01% of portfolio
7,032
Q3 2025 Added 40.58%
$52.4B
$4.38 Million 0.01% of portfolio
127,501
Q3 2025 Reduced 0.09%
$3.14B
$2.57 Million 0.01% of portfolio
45,089
Q3 2025 Added 98.6%
$219M
$2.19 Million 0.01% of portfolio
889,620
Q3 2025 Added 0.01%
$28.9B
$1.73 Million 0.01% of portfolio
19,174
Q3 2025 Added 13.17%
$270B
$3.07 Million 0.01% of portfolio
42,911
Q3 2025 Added 5.59%
$3.57B
$2.39 Million 0.01% of portfolio
30,892
Q3 2025 Added 95.53%
$59.8B
$3.15 Million 0.01% of portfolio
16,779
Q3 2025 Added 40.67%
$22.2B
$2.87 Million 0.01% of portfolio
108,599
Q3 2025 Added 876.17%
$101B
$3.44 Million 0.01% of portfolio
28,344
Q3 2025 Added 86.33%
$123B
$2.95 Million 0.01% of portfolio
4,229
Q3 2025 Added 62.15%
$5.51B
$3.25 Million 0.01% of portfolio
167,869
Q3 2025 Added 9.62%
$42.9B
$1.83 Million 0.01% of portfolio
15,771
Q3 2025 Added 11.66%
$1.22B
$3.72 Million 0.01% of portfolio
199,292
Q3 2025 Added 17.28%
$59.7B
$2.76 Million 0.01% of portfolio
5,593
Q3 2025 Added 10.62%
$39.1B
$1.69 Million 0.01% of portfolio
6,525
Q3 2025 Added 56.59%
$26.6B
$3.64 Million 0.01% of portfolio
26,450
Q3 2025 Added 31.04%
$18.6B
$1.6 Million 0.01% of portfolio
32,556
Q3 2025 Added 53.81%

Summary

  • Portfolio
  • No. of Stocks 3,223
  • Current Value $31.4 Billion
  • Prior Value $25.9 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 206 stocks
  • Additional Purchases 933 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 348 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