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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46138J643

5048205(-3.3%)

Value:

$102.7B(-2.3%)

316092873

1787506(+4.6%)

Value:

$100.6B(+0.3%)

464287689

IWV|464287689

294156(+10.2%)

Value:

$93.4B(+4.7%)

UNITEDHEALTH GROUP INC

UNH|91324P102

168670(+1113.3%)

Value:

$88.3B(+1156.2%)

464289420

1036229(+8.4%)

Value:

$85.2B(+12.7%)

464287499

IWR|464287499

946496(+4.4%)

Value:

$80.5B(+0.4%)

AbbVie Inc.

ABBV|00287Y109

383182(+10.5%)

Value:

$80.3B(+30.3%)

97717Y527

1515292(+0.5%)

Value:

$76.3B(+0.5%)

ELI LILLY & Co

LLY|532457108

92200(+47.2%)

Value:

$76.1B(+57.4%)

464287614

IWF|464287614

208405(+1.9%)

Value:

$75.3B(-8.3%)

SPDR GOLD TRUST

GLD|78463V107

241739(+2.5%)

Value:

$69.7B(+22.0%)

46138J460

4163476

Value:

$69.1B

316092303

1332123(+15.4%)

Value:

$68.1B(+19.4%)

808524300

SCHG|808524300

2698795(+9.2%)

Value:

$67.6B(-1.9%)

46435GAA0

Value:

$66.7B(+43.5%)

46435UAA9

Value:

$66.5B(+44.0%)

46434VBD1

Value:

$66.4B(+43.7%)

HOME DEPOT, INC.

HD|437076102

173044(+1704.0%)

Value:

$63.4B(+1599.7%)

GOLDMAN SACHS GROUP INC

GS|38141G104

107217(+9.5%)

Value:

$58.6B(+4.5%)

46137V233

1234143(+1.9%)

Value:

$56.8B(-6.1%)

Instrument	Shares		Other Manager	Value
(cusip46138J643)✕	5.0M	QoQ -3.34% (-174.5K) YoY +10.00% (+459.2K)	All Managers (Combined)	$102.7M	QoQ -2.28% (-$2.4M) YoY +11.54% (+$10.6M)
(cusip316092873)✕	1.8M	QoQ +4.61% (+78.8K) YoY -0.70% (-12.6K)	All Managers (Combined)	$100.6M	QoQ +0.26% (+$265.0K) YoY +12.72% (-$11.3M)
(IWVcusip464287689)	294.2K	QoQ +10.19% (+27.2K) YoY +750.92% (+259.6K)	All Managers (Combined)	$93.4M	QoQ +4.71% (+$4.2M) YoY +800.71% (+$83.1M)
Unitedhealth Group Inc(UNHcusip91324P102)	168.7K	QoQ +1113.27% (+154.8K) YoY +51.72% (+57.5K)	All Managers (Combined)	$88.3M	QoQ +1156.18% (+$81.3M) YoY +60.63% (+$33.3M)
(cusip464289420)✕	1.0M	QoQ +8.38% (+80.2K) YoY NEW(+1.0M)	All Managers (Combined)	$85.2M	QoQ +12.70% (+$9.6M) YoY NEW(+$85.2M)
(IWRcusip464287499)	946.5K	QoQ +4.37% (+39.7K) YoY +600.82% (+811.4K)	All Managers (Combined)	$80.5M	QoQ +0.44% (+$354.2K) YoY +608.98% (+$69.2M)
Abbvie Inc.(ABBVcusip00287Y109)	383.2K	QoQ +10.54% (+36.5K) YoY +14.84% (+49.5K)	All Managers (Combined)	$80.3M	QoQ +30.33% (+$18.7M) YoY +32.13% (+$19.5M)
(cusip97717Y527)✕	1.5M	QoQ +0.52% (+7.9K) YoY +27611.99% (+1.5M)	All Managers (Combined)	$76.3M	QoQ +0.54% (+$410.3K) YoY +27633.81% (+$76.0M)
Eli Lilly & Co(LLYcusip532457108)	92.2K	QoQ +47.16% (+29.5K) YoY +130.33% (+52.2K)	All Managers (Combined)	$76.1M	QoQ +57.43% (+$27.8M) YoY +144.53% (+$45.0M)
(IWFcusip464287614)	208.4K	QoQ +1.95% (-4.0K) YoY +42.18% (+61.8K)	All Managers (Combined)	$75.3M	QoQ -8.32% (-$6.8M) YoY +52.33% (+$25.9M)
Spdr Gold Trust(GLDcusip78463V107)	241.7K	QoQ +2.54% (+6.0K) YoY +481.08% (+200.1K)	All Managers (Combined)	$69.7M	QoQ +22.03% (+$12.6M) YoY +713.89% (+$61.1M)
(cusip46138J460)✕	4.2M	QoQ NEW(+4.2M) YoY NEW(+4.2M)	All Managers (Combined)	$69.1M	QoQ NEW(+$69.1M) YoY NEW(+$69.1M)
(cusip316092303)✕	1.3M	QoQ +15.44% (+178.2K) YoY +13.48% (+158.3K)	All Managers (Combined)	$68.1M	QoQ +19.41% (+$11.1M) YoY +21.95% (+$12.3M)
(SCHGcusip808524300)	2.7M	QoQ +9.16% (-226.6K) YoY +5121.72% (+2.6M)	All Managers (Combined)	$67.6M	QoQ -1.92% (-$1.3M) YoY +1310.17% (+$62.8M)
(cusip46435GAA0)✕	—	QoQ - YoY -	All Managers (Combined)	$66.7M	QoQ +43.45% (+$20.2M) YoY +332.65% (+$51.3M)
(cusip46435UAA9)✕	—	QoQ - YoY -	All Managers (Combined)	$66.5M	QoQ +44.02% (+$20.3M) YoY +378.45% (+$52.6M)
(cusip46434VBD1)✕	—	QoQ - YoY -	All Managers (Combined)	$66.4M	QoQ +43.69% (+$20.2M) YoY +256.81% (+$47.8M)
Home Depot, Inc.(HDcusip437076102)	173.0K	QoQ +1704.04% (+163.5K) YoY +28.92% (+38.8K)	All Managers (Combined)	$63.4M	QoQ +1599.69% (+$59.7M) YoY +23.17% (+$11.9M)
Goldman Sachs Group Inc(GScusip38141G104)	107.2K	QoQ +9.50% (+9.3K) YoY +25.74% (+22.0K)	All Managers (Combined)	$58.6M	QoQ +4.47% (+$2.5M) YoY +64.46% (+$23.0M)
(cusip46137V233)✕	1.2M	QoQ +1.92% (-23.3K) YoY +17131.82% (+1.2M)	All Managers (Combined)	$56.8M	QoQ -6.11% (-$3.7M) YoY +18723.59% (+$56.5M)