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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$183B
$22.9 Million 0.11% of portfolio
65,119
Q4 2024 Added 21.45%
$153B
$23.3 Million 0.11% of portfolio
193,186
Q4 2024 Added 10.46%
$91.9B
$23.1 Million 0.11% of portfolio
108,711
Q4 2024 Added 1.43%
$30.2B
$24.1 Million 0.11% of portfolio
109,033
Q4 2024 Added 41.31%
$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%
$162B
$23 Million 0.11% of portfolio
21,717
Q4 2024 Reduced 2.68%
$0
$24.6 Million 0.11% of portfolio
479,948
Q4 2024 New
$101B
$21.4 Million 0.1% of portfolio
116,898
Q4 2024 Added 6.67%
$294B
$22.5 Million 0.1% of portfolio
511,070
Q4 2024 Added 74.65%
$236B
$20.7 Million 0.1% of portfolio
349,360
Q4 2024 Added 10.83%
$111B
$21.2 Million 0.1% of portfolio
63,753
Q4 2024 Added 17.4%
$214B
$20.8 Million 0.1% of portfolio
94,548
Q4 2024 Added 21.11%
$0
$22 Million 0.1% of portfolio
375,521
Q4 2024 New
$0
$22.3 Million 0.1% of portfolio
39,173
Q4 2024 Added 34.35%
$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
$265B
$20.4 Million 0.09% of portfolio
140,968
Q4 2024 Added 20.59%
$14.3B
$20.2 Million 0.09% of portfolio
118,391
Q4 2024 Added 6.16%
$167B
$18.6 Million 0.09% of portfolio
29,632
Q4 2024 Added 9.87%
$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%
$77.2B
$18.7 Million 0.09% of portfolio
221,682
Q4 2024 Added 32.83%
$190B
$20 Million 0.09% of portfolio
173,149
Q4 2024 Reduced 77.92%
$0
$20.6 Million 0.09% of portfolio
271,749
Q4 2024 Added 4.37%
$137B
$18.8 Million 0.09% of portfolio
82,459
Q4 2024 Added 88.47%
$191B
$18.1 Million 0.08% of portfolio
61,000
Q4 2024 Reduced 10.48%
$94.9B
$17 Million 0.08% of portfolio
96,097
Q4 2024 Added 137.98%
$157B
$16.6 Million 0.08% of portfolio
45,826
Q4 2024 Added 1.63%
$110B
$18.4 Million 0.08% of portfolio
185,079
Q4 2024 Added 149.1%
$7.05B
$18.3 Million 0.08% of portfolio
136,153
Q4 2024 Added 9.09%
$141B
$17.1 Million 0.08% of portfolio
40,304
Q4 2024 Added 0.83%
$76.5B
$18.3 Million 0.08% of portfolio
69,641
Q4 2024 Reduced 20.59%
$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%
$224B
$16.2 Million 0.07% of portfolio
143,440
Q4 2024 Added 8.13%
$157B
$14.6 Million 0.07% of portfolio
55,971
Q4 2024 Added 10.81%
$59.7B
$15.5 Million 0.07% of portfolio
125,243
Q4 2024 Added 57.32%
$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%

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

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