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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464287598

IWD|464287598

142547(+0.3%)

Value:

$26.8B(+1.9%)

97717W547

323200(+79.6%)

Value:

$26.6B(+76.6%)

316092881

546395(+3.8%)

Value:

$26.4B(+4.1%)

Eaton Corp plc

ETN|G29183103

97024(+52.2%)

Value:

$26.4B(+24.6%)

81369Y852

272052(+5.2%)

Value:

$26.2B(+4.8%)

316092865

513029(-6.6%)

Value:

$26.1B(-2.4%)

TARGET CORP

TGT|87612E106

245903(+19.0%)

Value:

$25.7B(-8.2%)

CISCO SYSTEMS, INC.

CSCO|17275R102

415078(+18.8%)

Value:

$25.6B(+23.8%)

92206C680

VONG|92206C680

275987(-1.7%)

Value:

$25.6B(-11.7%)

CHEVRON CORP

CVX|166764100

151682(+7.6%)

Value:

$25.4B(+24.3%)

922908736

VUG|922908736

67983(+2.8%)

Value:

$25.2B(-7.1%)

DEERE & CO

DE|244199105

52344(+29.9%)

Value:

$24.6B(+43.8%)

RTX Corp

RTX|75513E101

185373(+7.0%)

Value:

$24.6B(+22.5%)

ANALOG DEVICES INC

ADI|032654105

121660(+11.9%)

Value:

$24.5B(+6.2%)

AMERICAN EXPRESS CO

AXP|025816109

90543(+48.4%)

Value:

$24.4B(+34.5%)

46436E205

1034209(+56.2%)

Value:

$23.9B(+58.5%)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

95010(+444.6%)

Value:

$23.6B(+516.1%)

81369Y407

119502(+287.5%)

Value:

$23.6B(+241.1%)

MGIC INVESTMENT CORP

MTG|552848103

932386(+3886.4%)

Value:

$23.1B(+4066.3%)

464287507

IJH|464287507

393098(-3.0%)

Value:

$22.9B(-9.2%)

Instrument	Shares		Other Manager	Value
(IWDcusip464287598)	142.5K	QoQ +0.25% (+364) YoY +177.06% (+91.1K)	All Managers (Combined)	$26.8M	QoQ +1.89% (+$499.5K) YoY +191.06% (+$17.6M)
(cusip97717W547)✕	323.2K	QoQ +79.62% (+143.3K) YoY NEW(+323.2K)	All Managers (Combined)	$26.6M	QoQ +76.59% (+$11.5M) YoY NEW(+$26.6M)
(cusip316092881)✕	546.4K	QoQ +3.82% (+20.1K) YoY +11.07% (+54.5K)	All Managers (Combined)	$26.4M	QoQ +4.10% (+$1.0M) YoY +2.48% (+$641.2K)
Eaton Corp Plc(ETNcusipG29183103)	97.0K	QoQ +52.18% (+33.3K) YoY +95.08% (+47.3K)	All Managers (Combined)	$26.4M	QoQ +24.65% (+$5.2M) YoY +69.59% (+$10.8M)
(cusip81369Y852)✕	272.1K	QoQ +5.19% (+13.4K) YoY -8.04% (-23.8K)	All Managers (Combined)	$26.2M	QoQ +4.80% (+$1.2M) YoY +8.61% (-$2.1M)
(cusip316092865)✕	513.0K	QoQ -6.57% (-36.1K) YoY +0.88% (+4.5K)	All Managers (Combined)	$26.1M	QoQ -2.39% (-$642.0K) YoY +21.17% (+$4.6M)
Target Corp(TGTcusip87612E106)	245.9K	QoQ +18.97% (-39.2K) YoY +26.03% (-50.8K)	All Managers (Combined)	$25.7M	QoQ -8.15% (-$2.3M) YoY -25.77% (-$8.9M)
Cisco Systems, Inc.(CSCOcusip17275R102)	415.1K	QoQ +18.81% (+65.7K) YoY +45.82% (+130.4K)	All Managers (Combined)	$25.6M	QoQ +23.84% (+$4.9M) YoY +80.30% (+$11.4M)
(VONGcusip92206C680)	276.0K	QoQ -1.71% (-4.8K) YoY +2727.15% (+266.2K)	All Managers (Combined)	$25.6M	QoQ -11.70% (-$3.4M) YoY +2926.65% (+$24.8M)
Chevron Corp(CVXcusip166764100)	151.7K	QoQ +7.60% (+10.7K) YoY +38.37% (+42.1K)	All Managers (Combined)	$25.4M	QoQ +24.27% (+$5.0M) YoY +46.75% (+$8.1M)
(VUGcusip922908736)	68.0K	QoQ +2.80% (-1.9K) YoY +334.67% (+52.3K)	All Managers (Combined)	$25.2M	QoQ -7.12% (-$1.9M) YoY +368.29% (+$19.8M)
Deere & Co(DEcusip244199105)	52.3K	QoQ +29.87% (+12.0K) YoY +41.40% (+15.3K)	All Managers (Combined)	$24.6M	QoQ +43.75% (+$7.5M) YoY +61.47% (+$9.4M)
Rtx Corp(RTXcusip75513E101)	185.4K	QoQ +7.05% (+12.2K) YoY +51.95% (+63.4K)	All Managers (Combined)	$24.6M	QoQ +22.54% (+$4.5M) YoY +106.37% (+$12.7M)
Analog Devices Inc(ADIcusip032654105)	121.7K	QoQ +11.91% (+12.9K) YoY +14.53% (+15.4K)	All Managers (Combined)	$24.5M	QoQ +6.22% (+$1.4M) YoY +16.78% (+$3.5M)
American Express Co(AXPcusip025816109)	90.5K	QoQ +48.43% (+29.5K) YoY +28.45% (+20.1K)	All Managers (Combined)	$24.4M	QoQ +34.55% (+$6.3M) YoY +51.78% (+$8.3M)
(cusip46436E205)✕	1.0M	QoQ +56.22% (+372.2K) YoY +660.23% (+898.2K)	All Managers (Combined)	$23.9M	QoQ +58.48% (+$8.8M) YoY +670.56% (+$20.8M)
International Business Machines Corp(IBMcusip459200101)	95.0K	QoQ +444.65% (+77.6K) YoY +51.84% (+32.4K)	All Managers (Combined)	$23.6M	QoQ +516.08% (+$19.8M) YoY +97.73% (+$11.7M)
(cusip81369Y407)✕	119.5K	QoQ +287.54% (+88.7K) YoY +3.99% (+4.6K)	All Managers (Combined)	$23.6M	QoQ +241.09% (+$16.7M) YoY +11.67% (+$2.5M)
Mgic Investment Corp(MTGcusip552848103)	932.4K	QoQ +3886.42% (+909.0K) YoY NEW(+932.4K)	All Managers (Combined)	$23.1M	QoQ +4066.34% (+$22.5M) YoY NEW(+$23.1M)
(IJHcusip464287507)	393.1K	QoQ -3.02% (-12.3K) YoY +190.83% (+257.9K)	All Managers (Combined)	$22.9M	QoQ -9.19% (-$2.3M) YoY +179.39% (+$14.7M)