Lido Advisors, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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

2,622 positions
Manager:
SEC
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Page 30 of 69
XAI Octagon Floating Rate & Alternative Income Trust
XFLT|98400T106
Shares:
247782(-0.1%)
Value:
$1.5B(-9.9%)
PIPER SANDLER COMPANIES
PIPR|724078100
Shares:
5967(+42.6%)
Value:
$1.5B(+17.7%)
NEXTERA ENERGY INC
NEE|65339F101
Shares:
20821(-88.3%)
Value:
$1.5B(-88.4%)
MCCORMICK & CO INC
MKC|579780206
Shares:
17919(+1.2%)
Value:
$1.5B(+8.6%)
Rocket Lab USA, Inc.
RKLB|773122106
Shares:
82451
Value:
$1.5B
Warner Bros. Discovery, Inc.
WBD|934423104
Shares:
137337(+12.5%)
Value:
$1.5B(+14.2%)
37954Y673
37954Y673
Shares:
39018(+7.4%)
Value:
$1.5B(-0.0%)
COHEN & STEERS QUALITY INCOME REALTY FUND INC
RQI|19247L106
Shares:
116600(+0.0%)
Value:
$1.5B(+2.6%)
33734H106
33734H106
Shares:
32591(+3.6%)
Value:
$1.5B(+5.8%)
09789C796
09789C796
Shares:
36188(+24.0%)
Value:
$1.5B(+28.8%)
46654Q203
46654Q203
Shares:
27919(+19.0%)
Value:
$1.4B(+8.8%)
SAP SE
SAP|803054204
Shares:
5375(+12.2%)
Value:
$1.4B(+22.4%)
464286319
464286319
Shares:
52679
Value:
$1.4B
CATERPILLAR INC
CAT|149123101
Shares:
4322(-0.0%)
Value:
$1.4B(-9.1%)
Corteva, Inc.
CTVA|22052L104
Shares:
22355(+11.6%)
Value:
$1.4B(+23.2%)
SPIRE INC
SR|84857L101
Shares:
17794(+0.2%)
Value:
$1.4B(+15.3%)
ALLIANT ENERGY CORP
LNT|018802108
Shares:
21846(-2.3%)
Value:
$1.4B(+6.3%)
TYSON FOODS, INC.
TSN|902494103
Shares:
22001(-0.5%)
Value:
$1.4B(+10.6%)
92189F429
92189F429
Shares:
83694(-4.6%)
Value:
$1.4B(-7.3%)
46138J445
46138J445
Shares:
65000(+36.8%)
Value:
$1.4B(+36.0%)