Lido Advisors, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 2,622
Total Value: 16359018516
Accession Number: 0001172661-25-002184
Form Type: 13F-HR
CIK: 0001650150
Manager Name: Lido Advisors, LLC

Data Enrichment

80% identified

2,103 identified519 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

2,622 positions • $16,359,018.516K total value

2,622 positions

Manager:

SEC FilingSEC DataHachi Filing

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464288513

128463(+738.8%)

Value:

$10.1B(+741.4%)

FIFTH THIRD BANCORP

FITB|316773100

254613(-0.1%)

Value:

$10.1B(-7.3%)

464288240

179917(-7.1%)

Value:

$10.0B(-1.2%)

92204A207

44349(+13.8%)

Value:

$9.7B(+17.8%)

PFIZER INC

PFE|717081103

377117(+12.4%)

Value:

$9.6B(+7.4%)

SCHLUMBERGER LIMITED/NV

SLB|806857108

218117(+7.7%)

Value:

$9.2B(+17.1%)

S&P Global Inc.

SPGI|78409V104

17879(+38.9%)

Value:

$9.1B(+41.7%)

KKR & Co. Inc.

KKR|48251W104

78308(+183.2%)

Value:

$9.1B(+121.4%)

nVent Electric plc

NVT|G6700G107

172338(+10.5%)

Value:

$9.0B(-15.0%)

464287515

101008(+3.9%)

Value:

$9.0B(-7.7%)

46429B663

74195(+0.3%)

Value:

$9.0B(+8.2%)

GARMIN LTD

GRMN|H2906T109

41095(-10.6%)

Value:

$8.9B(-5.9%)

389637109

136509(+1.8%)

Value:

$8.9B(-10.4%)

Cigna Group

CI|125523100

27019(+152.2%)

Value:

$8.9B(+200.4%)

92189F106

GDX|92189F106

191281(-1.2%)

Value:

$8.8B(+34.0%)

ILLINOIS TOOL WORKS INC

ITW|452308109

34881(+3.8%)

Value:

$8.7B(+1.5%)

464287432

94397(+2233.1%)

Value:

$8.6B(+2332.2%)

464287879

87848(-32.1%)

Value:

$8.6B(-39.0%)

CONSTELLATION BRANDS, INC.

STZ|21036P108

46651(-57.2%)

Value:

$8.6B(-64.5%)

464287622

IWB|464287622

27907(-3.5%)

Value:

$8.6B(-8.1%)

Instrument	Shares		Other Manager	Value
(cusip464288513)✕	128.5K	QoQ +738.80% (+113.1K) YoY +486.00% (+106.5K)	All Managers (Combined)	$10.1M	QoQ +741.37% (+$8.9M) YoY +494.74% (+$8.4M)
Fifth Third Bancorp(FITBcusip316773100)	254.6K	QoQ -0.13% (-350) YoY +164.76% (+158.4K)	All Managers (Combined)	$10.1M	QoQ -7.34% (-$798.8K) YoY +178.93% (+$6.5M)
(cusip464288240)✕	179.9K	QoQ -7.07% (-13.7K) YoY -21.29% (-48.7K)	All Managers (Combined)	$10.0M	QoQ -1.21% (-$122.3K) YoY -18.26% (-$2.2M)
(cusip92204A207)✕	44.3K	QoQ +13.78% (+5.4K) YoY +37.13% (+12.0K)	All Managers (Combined)	$9.7M	QoQ +17.79% (+$1.5M) YoY +46.99% (+$3.1M)
Pfizer Inc(PFEcusip717081103)	377.1K	QoQ +12.42% (+41.7K) YoY +23.26% (+71.2K)	All Managers (Combined)	$9.6M	QoQ +7.38% (+$657.4K) YoY +12.55% (+$1.1M)
Schlumberger Limited/Nv(SLBcusip806857108)	218.1K	QoQ +7.74% (+15.7K) YoY +125.50% (+121.4K)	All Managers (Combined)	$9.2M	QoQ +17.09% (+$1.3M) YoY +71.86% (+$3.8M)
S&P Global Inc.(SPGIcusip78409V104)	17.9K	QoQ +38.88% (+5.0K) YoY -28.74% (-7.2K)	All Managers (Combined)	$9.1M	QoQ +41.70% (+$2.7M) YoY -14.89% (-$1.6M)
Kkr & Co. Inc.(KKRcusip48251W104)	78.3K	QoQ +183.22% (+50.7K) YoY +1443.92% (+73.2K)	All Managers (Combined)	$9.1M	QoQ +121.37% (+$5.0M) YoY +1674.70% (+$8.5M)
Nvent Electric Plc(NVTcusipG6700G107)	172.3K	QoQ +10.46% (-16.3K) YoY NEW(+172.3K)	All Managers (Combined)	$9.0M	QoQ -15.04% (-$1.6M) YoY NEW(+$9.0M)
(cusip464287515)✕	101.0K	QoQ +3.88% (-3.8K) YoY -8.88% (-9.8K)	All Managers (Combined)	$9.0M	QoQ -7.66% (-$745.8K) YoY -4.90% (-$463.9K)
(cusip46429B663)✕	74.2K	QoQ +0.32% (+244) YoY +41.97% (+21.9K)	All Managers (Combined)	$9.0M	QoQ +8.24% (+$684.8K) YoY +56.02% (+$3.2M)
Garmin Ltd(GRMNcusipH2906T109)	41.1K	QoQ -10.59% (-4.9K) YoY +1884.30% (+39.0K)	All Managers (Combined)	$8.9M	QoQ -5.88% (-$557.7K) YoY +2794.83% (+$8.6M)
(cusip389637109)✕	136.5K	QoQ +1.77% (-2.4K) YoY +73.16% (+57.7K)	All Managers (Combined)	$8.9M	QoQ -10.39% (-$1.0M) YoY +78.64% (+$3.9M)
Cigna Group(CIcusip125523100)	27.0K	QoQ +152.18% (+16.3K) YoY +233.65% (+18.9K)	All Managers (Combined)	$8.9M	QoQ +200.45% (+$5.9M) YoY +202.23% (+$5.9M)
(GDXcusip92189F106)	191.3K	QoQ -1.16% (-2.2K) YoY -2.75% (-5.4K)	All Managers (Combined)	$8.8M	QoQ +33.99% (-$2.2M) YoY +41.37% (-$2.6M)
Illinois Tool Works Inc(ITWcusip452308109)	34.9K	QoQ +3.80% (+1.3K) YoY -39.85% (-23.1K)	All Managers (Combined)	$8.7M	QoQ +1.54% (+$132.3K) YoY -44.38% (-$6.9M)
(cusip464287432)✕	94.4K	QoQ +2233.09% (+90.4K) YoY +1815.13% (+89.5K)	All Managers (Combined)	$8.6M	QoQ +2332.24% (+$8.2M) YoY +1742.32% (+$8.1M)
(cusip464287879)✕	87.8K	QoQ -32.08% (-41.5K) YoY -50.91% (-91.1K)	All Managers (Combined)	$8.6M	QoQ -39.04% (-$5.5M) YoY -53.43% (-$9.8M)
Constellation Brands, Inc.(STZcusip21036P108)	46.7K	QoQ -57.21% (-62.4K) YoY -32.12% (-22.1K)	All Managers (Combined)	$8.6M	QoQ -64.46% (-$15.5M) YoY -54.16% (-$10.1M)
(IWBcusip464287622)	27.9K	QoQ -3.48% (-1.0K) YoY +9.29% (+2.4K)	All Managers (Combined)	$8.6M	QoQ -8.10% (-$755.3K) YoY +16.40% (+$1.2M)