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
ACWX Ishares Msci Acwi Ex Us ETF ETFs	$0	$10.1 Million 0.05% of portfolio	193,610	Q4 2024 Reduced 13.53%
DVY Ishares Tr ETFs	$0	$11.6 Million 0.05% of portfolio	88,356	Q4 2024 Added 30.79%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$11.6 Million 0.05% of portfolio	628,128	Q4 2024 Added 96.3%
XLV Select Sector Spdr Fund Health ETFs	$0	$9.85 Million 0.05% of portfolio	71,600	Q4 2024 Reduced 20.64%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$11.2 Million 0.05% of portfolio	150,169	Q4 2024 Added 992.38%
VOX Vanguard Communication Service ETFs	$0	$11.2 Million 0.05% of portfolio	72,040	Q4 2024 Added 5.07%
FDLO Fidelity Covington Tr Low Vola ETFs	$0	$7.89 Million 0.04% of portfolio	130,281	Q4 2024 Reduced 1.68%
BSCR Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$9.49 Million 0.04% of portfolio	487,344	Q4 2024 Added 14.3%
HDV Ishares Core High Dividend ETF ETFs	$0	$8.3 Million 0.04% of portfolio	73,951	Q4 2024 Added 22.19%
USRT Ishares Core U.S. Reit ETF ETFs	$0	$8.04 Million 0.04% of portfolio	140,215	Q4 2024 Added 22.27%
IGV Ishares Expanded Tech Software ETFs	$0	$9.73 Million 0.04% of portfolio	97,229	Q4 2024 Reduced 11.69%
MTUM Ishares Msci Usa Momentum Fact ETFs	$0	$8.28 Million 0.04% of portfolio	40,017	Q4 2024 Reduced 9.79%
IBDV Ishares Tr Technology	$0	$8.06 Million 0.04% of portfolio	377,194	Q4 2024 Added 338.29%
IWB Ishares Tr Russell 1000 ETF ETFs	$0	$9.32 Million 0.04% of portfolio	28,916	Q4 2024 Added 20.69%
IBTF Ishares Tr Ibonds Dec 2025 Ter ETFs	$0	$8.35 Million 0.04% of portfolio	358,196	Q4 2024 Reduced 6.88%
IYW Ishares Dj Us Tech ETF ETFs	$0	$8.56 Million 0.04% of portfolio	53,673	Q4 2024 Reduced 6.74%
JMUB Jp Morgan Tr Mun ETF (De) ETFs	$0	$8.05 Million 0.04% of portfolio	160,481	Q4 2024 New
SSO Proshares Ultra S&P 500 ETFs	$0	$7.85 Million 0.04% of portfolio	84,820	Q4 2024 Reduced 1.28%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$8.87 Million 0.04% of portfolio	382,480	Q4 2024 Added 499.09%
VAW Vanguard Materials ETF ETFs	$0	$8.16 Million 0.04% of portfolio	43,416	Q4 2024 Added 1.86%
VDC Vanguard Consumer Staples ETF ETFs	$0	$8.24 Million 0.04% of portfolio	38,975	Q4 2024 Added 4.47%
PRF Invesco Exchange Traded Fd Tr ETFs	$0	$6.93 Million 0.03% of portfolio	171,800	Q4 2024 Added 1.89%
IAU Ishares Gold Trust ETFs	$47B	$5.51 Million 0.03% of portfolio	111,234	Q4 2024 Reduced 1.65%
EEM Ishares Msci Emerging Markets ETFs	$0	$5.54 Million 0.03% of portfolio	132,441	Q4 2024 Added 0.02%
IUSG Ishares Core S&P U.S Growth Et ETFs	$0	$5.74 Million 0.03% of portfolio	41,180	Q4 2024 Added 2.33%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$7.27 Million 0.03% of portfolio	40,814	Q4 2024 Reduced 0.89%
PFF Ishares Trust Ishares Pfd And ETFs	$0	$5.66 Million 0.03% of portfolio	180,028	Q4 2024 Reduced 22.26%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$5.88 Million 0.03% of portfolio	77,776	Q4 2024 Added 1.15%
IBTG Ishares Tr Ibonds Dec 2026 Ter ETFs	$0	$5.97 Million 0.03% of portfolio	261,867	Q4 2024 Reduced 7.75%
AOK Ishares Tr Core Conservative A ETFs	$0	$7.13 Million 0.03% of portfolio	191,097	Q4 2024 Reduced 6.7%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$5.8 Million 0.03% of portfolio	115,073	Q4 2024 Reduced 15.64%
JMST Jp Morgan Ultra Short Mun Inco ETFs	$0	$5.66 Million 0.03% of portfolio	111,652	Q4 2024 New
RODM Hartford Multifactor Developed ETFs	$0	$6.93 Million 0.03% of portfolio	243,853	Q4 2024 Added 1.38%
XLY Select Sector Spdr Consumer Di ETFs	$0	$6.92 Million 0.03% of portfolio	30,836	Q4 2024 Added 117.52%
XLE Energy Sector Spdr ETFs	$0	$6.88 Million 0.03% of portfolio	80,335	Q4 2024 Added 6.44%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$5.5 Million 0.03% of portfolio	12,937	Q4 2024 Reduced 9.07%
XAR Spdr S&P Aerospace & Defense E ETFs	$0	$6.43 Million 0.03% of portfolio	38,780	Q4 2024 Added 3.63%
PSK Spdr Ser Tr Spdr Ice Pfd Sec E ETFs	$0	$7.34 Million 0.03% of portfolio	222,413	Q4 2024 Reduced 2.98%
GDX Vaneck ETF Tr Gold Miners ETF ETFs	$0	$6.56 Million 0.03% of portfolio	193,528	Q4 2024 Reduced 1.38%
ANGL Vaneck ETF Tr Fallen Angel Hig ETFs	$0	$6.3 Million 0.03% of portfolio	219,592	Q4 2024 Reduced 29.72%
AMLP Alps ETF Tr Alerian Mlp ETF ETFs	$0	$4.82 Million 0.02% of portfolio	100,006	Q4 2024 Reduced 6.64%
IEF Ishares Barclays ETFs	$0	$4.21 Million 0.02% of portfolio	45,491	Q4 2024 Added 0.04%
DSI Ishares Msci Kld 400 Social Et ETFs	$0	$3.31 Million 0.02% of portfolio	30,063	Q4 2024 Reduced 0.54%
IBB Ishares Biotechnology ETF ETFs	$0	$4.26 Million 0.02% of portfolio	32,237	Q4 2024 Reduced 10.51%
TIP Ishares Tr Tips Bd ETF ETFs	$0	$3.39 Million 0.02% of portfolio	31,848	Q4 2024 Added 3.78%
IEFA Ishares Tr ETFs	$0	$4.04 Million 0.02% of portfolio	57,467	Q4 2024 Added 17.6%
IEUR Ishares Tr Ishares Core Msci E ETFs	$0	$4.95 Million 0.02% of portfolio	91,704	Q4 2024 Reduced 5.72%
VLUE Ishares Msci Usa Value Factor ETFs	$0	$3.8 Million 0.02% of portfolio	35,958	Q4 2024 Reduced 11.19%
IGIB Ishares Trust Ishares 5 10 Yea ETFs	$0	$3.26 Million 0.02% of portfolio	63,363	Q4 2024 Added 23.52%
IBHF Ishares Tr Ibonds 2026 Term Hi ETFs	$0	$5.24 Million 0.02% of portfolio	226,324	Q4 2024 Added 18.12%

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

Track This Portfolio

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.

Account

Lido Advisors, LLC Portfolio Holdings