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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28.2 Million 0.13% of portfolio
106,695
Q4 2024 Added 54.3%
$0
$29 Million 0.13% of portfolio
280,789
Q4 2024 Added 1,906.93%
$0
$28.1 Million 0.13% of portfolio
220,621
Q4 2024 Added 12.89%
$0
$26.8 Million 0.12% of portfolio
549,125
Q4 2024 Added 4.07%
$0
$25.4 Million 0.12% of portfolio
526,287
Q4 2024 Added 4.59%
$0
$26.3 Million 0.12% of portfolio
1,349,822
Q4 2024 Added 28.52%
$0
$25 Million 0.12% of portfolio
275,310
Q4 2024 Reduced 47.65%
$0
$26.3 Million 0.12% of portfolio
142,183
Q4 2024 Added 181.1%
$0
$25.3 Million 0.12% of portfolio
405,381
Q4 2024 Added 163.63%
$0
$25 Million 0.12% of portfolio
258,606
Q4 2024 Reduced 3.14%
$0
$27.1 Million 0.12% of portfolio
66,131
Q4 2024 Added 326.21%
$0
$25.6 Million 0.12% of portfolio
286,197
Q4 2024 Added 13.11%
$0
$24.6 Million 0.11% of portfolio
300,611
Q4 2024 Added 12.56%
$0
$24.8 Million 0.11% of portfolio
198,292
Q4 2024 Reduced 47.03%
$0
$24.6 Million 0.11% of portfolio
479,948
Q4 2024 New
$0
$22 Million 0.1% of portfolio
375,521
Q4 2024 New
$0
$21.1 Million 0.1% of portfolio
179,414
Q4 2024 Reduced 5.64%
$0
$20.7 Million 0.1% of portfolio
254,358
Q4 2024 New
$0
$20 Million 0.09% of portfolio
187,387
Q4 2024 Added 35.03%
$0
$19.5 Million 0.09% of portfolio
166,018
Q4 2024 Reduced 4.82%
$0
$20.6 Million 0.09% of portfolio
162,860
Q4 2024 Added 276.68%
$0
$20.6 Million 0.09% of portfolio
271,749
Q4 2024 Added 4.37%
$0
$16.5 Million 0.08% of portfolio
235,247
Q4 2024 Reduced 7.86%
$0
$17.9 Million 0.08% of portfolio
102,091
Q4 2024 Reduced 3.99%
$0
$18 Million 0.08% of portfolio
884,677
Q4 2024 Added 22.89%
$0
$18 Million 0.08% of portfolio
793,869
Q4 2024 Added 408.72%
$0
$18 Million 0.08% of portfolio
358,294
Q4 2024 Reduced 2.41%
$0
$16.4 Million 0.08% of portfolio
89,914
Q4 2024 Added 0.43%
$0
$17.9 Million 0.08% of portfolio
151,627
Q4 2024 Added 4.63%
$0
$16.1 Million 0.07% of portfolio
140,194
Q4 2024 Reduced 9.04%
$0
$14.7 Million 0.07% of portfolio
219,818
Q4 2024 Reduced 10.73%
$0
$15.1 Million 0.07% of portfolio
662,010
Q4 2024 Added 79.07%
$0
$14.8 Million 0.07% of portfolio
61,438
Q4 2024 Added 3.86%
$0
$16 Million 0.07% of portfolio
278,731
Q4 2024 Reduced 3.86%
$0
$15.7 Million 0.07% of portfolio
41,879
Q4 2024 Added 5.15%
$0
$15 Million 0.07% of portfolio
179,933
Q4 2024 New
$0
$14.8 Million 0.07% of portfolio
290,157
Q4 2024 Added 1,887.92%
$0
$14 Million 0.06% of portfolio
129,357
Q4 2024 Reduced 26.74%
$0
$12.6 Million 0.06% of portfolio
92,950
Q4 2024 Reduced 32.29%
$0
$13.8 Million 0.06% of portfolio
277,273
Q4 2024 Reduced 4.18%
$0
$14 Million 0.06% of portfolio
162,573
Q4 2024 Added 10.22%
$0
$12.5 Million 0.06% of portfolio
316,675
Q4 2024 Added 14.87%
$0
$13.2 Million 0.06% of portfolio
54,574
Q4 2024 Reduced 6.91%
$0
$12.6 Million 0.06% of portfolio
175,134
Q4 2024 Reduced 2.5%
$0
$13 Million 0.06% of portfolio
145,742
Q4 2024 Added 6.1%
$0
$13.5 Million 0.06% of portfolio
53,399
Q4 2024 Added 6.77%
$0
$12.6 Million 0.06% of portfolio
49,462
Q4 2024 Added 5.87%
$0
$10.2 Million 0.05% of portfolio
114,356
Q4 2024 Reduced 8.48%
$0
$10.7 Million 0.05% of portfolio
106,865
Q4 2024 Added 65.42%

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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