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
IBDX Ishares Tr Ibonds Dec 2032 Ter ETFs	$0	$4.95 Million 0.02% of portfolio	201,194	Q4 2024 Added 486.52%
IBMO Ishares Tr Ibonds December 202 ETFs	$0	$3.75 Million 0.02% of portfolio	147,235	Q4 2024 Added 156.11%
IBHE Ishares Ibonds 2025 Term High ETFs	$0	$4.13 Million 0.02% of portfolio	178,178	Q4 2024 Added 26.47%
IBMN Ishares Tr Ibonds Dec 2025 Ter ETFs	$0	$4.03 Million 0.02% of portfolio	151,398	Q4 2024 Added 122.93%
IBMP Ishares Tr Ibonds December 202 ETFs	$0	$3.57 Million 0.02% of portfolio	142,076	Q4 2024 Added 182.27%
JEMA Jpmorgan Activebuilders Emergi ETFs	$0	$3.97 Million 0.02% of portfolio	106,022	Q4 2024 Added 1.65%
SCHM Schwab Strategic U.S. Mid Cap ETFs	$0	$3.78 Million 0.02% of portfolio	136,305	Q4 2024 Added 224.7%
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$3.77 Million 0.02% of portfolio	145,810	Q4 2024 Added 131.9%
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$3.46 Million 0.02% of portfolio	37,799	Q4 2024 Added 2.87%
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$4.51 Million 0.02% of portfolio	34,171	Q4 2024 Reduced 17.37%
KIE Spdr S&P Insurance ETF ETFs	$0	$4.26 Million 0.02% of portfolio	75,317	Q4 2024 Reduced 9.61%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$4.69 Million 0.02% of portfolio	91,778	Q4 2024 Added 71.17%
SPYG Spdr Portfolio ETFs	$0	$4.87 Million 0.02% of portfolio	55,395	Q4 2024 Added 72.75%
MOAT Vaneck Morningstar Wide Moat E ETFs	$0	$5.19 Million 0.02% of portfolio	60,459	Q4 2024 Reduced 4.28%
VV Vanguard Large Cap ETF ETFs	$0	$4.37 Million 0.02% of portfolio	16,218	Q4 2024 Added 1.31%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$4.88 Million 0.02% of portfolio	110,911	Q4 2024 Added 3.02%
VTIP Vanguard Sht Trm Inflt Prot Fd ETFs	$0	$4.51 Million 0.02% of portfolio	93,242	Q4 2024 Reduced 5.79%
VDE Vanguard Energy ETF ETFs	$0	$4.56 Million 0.02% of portfolio	37,569	Q4 2024 Added 4.47%
VPU Vanguard Utilities ETF ETFs	$0	$4.73 Million 0.02% of portfolio	28,972	Q4 2024 Added 4.44%
DLN Wisdomtree Tr U.S Largecap Div ETFs	$0	$3.64 Million 0.02% of portfolio	46,744	Q4 2024 Added 0.21%
QPFF American Centy ETF Tr Quality	$0	$1.44 Million 0.01% of portfolio	40,062	Q4 2024 Reduced 35.09%
XBB Bondbloxx ETF Tr Bb Rated Usd ETFs	$0	$3.07 Million 0.01% of portfolio	76,961	Q4 2024 Added 21.17%
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$1.97 Million 0.01% of portfolio	56,939	Q4 2024 Reduced 1.32%
DFUS Dimensional ETF Tr U S Equity ETFs	$0	$2.38 Million 0.01% of portfolio	37,322	Q4 2024 Added 66.78%
SPXL Direxion Daily S&P 500 Bull 3 X ETFs	$0	$1.35 Million 0.01% of portfolio	8,008	Q4 2024 Reduced 1.21%
PFFA Etfis Ser Tr I ETFs	$0	$2.82 Million 0.01% of portfolio	128,718	Q4 2024 Added 15.53%
CEFS Exchange Listed Fds Tr Saba Cl ETFs	$0	$1.13 Million 0.01% of portfolio	52,765	Q2 2024 Added 8.86%
ONEQ Fidelity Nasdaq Composite Inde ETFs	$0	$2.25 Million 0.01% of portfolio	29,575	Q4 2024 Reduced 0.15%
FDVV Fidelity High Dividend ETF ETFs	$0	$1.26 Million 0.01% of portfolio	25,290	Q4 2024 Reduced 3.41%
FDRR Fidelity Covington Tr Divid Et ETFs	$0	$1.37 Million 0.01% of portfolio	26,714	Q4 2024 Reduced 5.26%
FQAL Fidelity Covington Tr Quality ETFs	$0	$1.39 Million 0.01% of portfolio	21,199	Q4 2024 Reduced 3.59%
SKYY First Trust Cloud Computing Et ETFs	$0	$1.72 Million 0.01% of portfolio	14,418	Q4 2024 Added 0.01%
TDIV First Trust Nasdaq Technology ETFs	$0	$2.82 Million 0.01% of portfolio	35,921	Q4 2024 Reduced 5.05%
UCON First Tr ETF Viii Tcw Unconstr ETFs	$0	$1.46 Million 0.01% of portfolio	59,361	Q4 2024 Added 98.74%
FVD First Tr Value Line Divid Inde ETFs	$0	$1.37 Million 0.01% of portfolio	31,465	Q4 2024 Reduced 3.2%
PAVE Global X Fds Us Infrastructure ETFs	$0	$1.47 Million 0.01% of portfolio	36,319	Q4 2024 Reduced 17.23%
SNSR Global X Fds Internet Of Thing ETFs	$0	$2.86 Million 0.01% of portfolio	82,016	Q4 2024 Reduced 11.37%
GTO Invesco Actively Managed ETF T ETFs	$0	$1.79 Million 0.01% of portfolio	38,631	Q4 2024 Added 92.89%
PHB Invesco Fd Tr Ii Fundamental H ETFs	$0	$1.09 Million 0.01% of portfolio	60,218	Q4 2024 Reduced 1.73%
QQQJ Invesco Exchange Traded Fd Tr ETFs	$0	$1.62 Million 0.01% of portfolio	52,471	Q4 2024 Added 35.19%
BSMT Invesco Bulletshares 2029 Muni ETFs	$0	$1.35 Million 0.01% of portfolio	58,900	Q4 2024 New
BSJP Invesco Et Sf Idxd Fd Tr Bulle ETFs	$0	$2.06 Million 0.01% of portfolio	89,438	Q4 2024 Added 179.34%
BSMS Invesco Bulletshares 2028 Muni ETFs	$0	$1.5 Million 0.01% of portfolio	64,181	Q4 2024 New
EPP Ishares Inc ETFs	$0	$1.1 Million 0.01% of portfolio	25,190	Q4 2024 Reduced 2.5%
EWJ Ishares Msci Japan ETF ETFs	$0	$2.4 Million 0.01% of portfolio	35,827	Q4 2024 Added 3.0%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$1.14 Million 0.01% of portfolio	10,665	Q4 2024 Reduced 23.23%
IBMQ Ishares Tr Ibonds Dec 2028 Ter ETFs	$0	$1.25 Million 0.01% of portfolio	49,609	Q4 2024 Added 85.63%
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$2.56 Million 0.01% of portfolio	49,544	Q4 2024 Added 10.91%
IHAK Ishares Tr Cybersecurity & Tec ETFs	$0	$2.74 Million 0.01% of portfolio	56,072	Q4 2024 Reduced 12.19%
IUSV Ishares Core S&P U.S. Value Et ETFs	$0	$1.11 Million 0.01% of portfolio	11,963	Q4 2024 Reduced 3.44%

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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Lido Advisors, LLC Portfolio Holdings