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

Search and click to pin securities to the top

Page 7 of 69

Sort by:

74933W395

363922(-4.9%)

Value:

$18.5B(-3.9%)

COCA COLA CO

KO|191216100

256315(+26.6%)

Value:

$18.5B(+46.5%)

46137V357

RSP|46137V357

105450(+3.3%)

Value:

$18.3B(+2.1%)

464288414

MUB|464288414

171908(-8.3%)

Value:

$18.1B(-9.2%)

CULLEN/FROST BANKERS, INC.

CFR|229899109

143873(+5.7%)

Value:

$18.0B(-1.4%)

AMGEN INC

AMGN|031162100

57526(+2.8%)

Value:

$17.9B(+22.9%)

922042742

VT|922042742

152745(-14.9%)

Value:

$17.7B(-16.0%)

74933W411

346574(+12.1%)

Value:

$17.4B(+13.8%)

921908844

VIG|921908844

89002(-1.0%)

Value:

$17.3B(-1.9%)

46138E354

228155(-3.0%)

Value:

$17.0B(+3.5%)

ServiceNow, Inc.

NOW|81762P102

21283(+397.8%)

Value:

$16.9B(+273.9%)

Texas Pacific Land Corp

TPL|88262P102

12763(+0.1%)

Value:

$16.9B(+19.9%)

464287606

IJK|464287606

201574(-26.8%)

Value:

$16.8B(-32.9%)

BlackRock, Inc.

BLK|09290D101

17561(+41.1%)

Value:

$16.6B(+30.3%)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

34232(+8.3%)

Value:

$16.6B(+30.4%)

DANAHER CORP /DE/

DHR|235851102

80674(+53.6%)

Value:

$16.6B(+37.2%)

AT&T INC.

T|00206R102

584696(-0.2%)

Value:

$16.5B(+24.0%)

808524102

SCHB|808524102

760179(-4.2%)

Value:

$16.4B(-9.2%)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

32480(+32.8%)

Value:

$16.2B(+27.0%)

BOEING CO

BA|097023105

94791(+1931.5%)

Value:

$16.2B(+1857.5%)

Instrument	Shares		Other Manager	Value
(cusip74933W395)✕	363.9K	QoQ -4.89% (-18.7K) YoY +79.52% (+161.2K)	All Managers (Combined)	$18.5M	QoQ -3.85% (-$740.3K) YoY +81.98% (+$8.3M)
Coca Cola Co(KOcusip191216100)	256.3K	QoQ +26.63% (+53.9K) YoY +25.52% (+52.1K)	All Managers (Combined)	$18.5M	QoQ +46.53% (+$5.9M) YoY +46.67% (+$5.9M)
(RSPcusip46137V357)	105.5K	QoQ +3.29% (+3.4K) YoY -1.02% (-1.1K)	All Managers (Combined)	$18.3M	QoQ +2.11% (+$378.0K) YoY +1.22% (-$221.7K)
(MUBcusip464288414)	171.9K	QoQ -8.26% (-15.5K) YoY +21.05% (+29.9K)	All Managers (Combined)	$18.1M	QoQ -9.21% (-$1.8M) YoY +18.62% (+$2.8M)
Cullen/Frost Bankers, Inc.(CFRcusip229899109)	143.9K	QoQ +5.67% (-7.7K) YoY NEW(+143.9K)	All Managers (Combined)	$18.0M	QoQ -1.45% (-$265.7K) YoY NEW(+$18.0M)
Amgen Inc(AMGNcusip031162100)	57.5K	QoQ +2.77% (+1.6K) YoY -22.11% (-16.3K)	All Managers (Combined)	$17.9M	QoQ +22.85% (+$3.3M) YoY -14.65% (-$3.1M)
(VTcusip922042742)	152.7K	QoQ -14.86% (-26.7K) YoY -35.48% (-84.0K)	All Managers (Combined)	$17.7M	QoQ -15.97% (-$3.4M) YoY -32.30% (-$8.5M)
(cusip74933W411)✕	346.6K	QoQ +12.09% (+37.4K) YoY +47.99% (+112.4K)	All Managers (Combined)	$17.4M	QoQ +13.79% (+$2.1M) YoY +48.55% (+$5.7M)
(VIGcusip921908844)	89.0K	QoQ -1.01% (-912) YoY -3.77% (-3.5K)	All Managers (Combined)	$17.3M	QoQ -1.94% (-$342.2K) YoY +2.22% (-$376.3K)
(cusip46138E354)✕	228.2K	QoQ -3.01% (-7.1K) YoY -25.71% (-79.0K)	All Managers (Combined)	$17.0M	QoQ +3.52% (-$580.5K) YoY -15.73% (-$3.2M)
Servicenow, Inc.(NOWcusip81762P102)	21.3K	QoQ +397.84% (+17.0K) YoY +2.19% (+457)	All Managers (Combined)	$16.9M	QoQ +273.89% (+$12.4M) YoY +6.72% (+$1.1M)
Texas Pacific Land Corp(TPLcusip88262P102)	12.8K	QoQ +0.11% (+15) YoY +756.57% (+11.3K)	All Managers (Combined)	$16.9M	QoQ +19.95% (+$2.8M) YoY +1862.51% (+$16.0M)
(IJKcusip464287606)	201.6K	QoQ -26.78% (-73.7K) YoY -58.03% (-278.8K)	All Managers (Combined)	$16.8M	QoQ -32.94% (-$8.2M) YoY -61.70% (-$27.0M)
Blackrock, Inc.(BLKcusip09290D101)	17.6K	QoQ +41.12% (+5.1K) YoY NEW(+17.6K)	All Managers (Combined)	$16.6M	QoQ +30.29% (+$3.9M) YoY NEW(+$16.6M)
Vertex Pharmaceuticals Inc / Ma(VRTXcusip92532F100)	34.2K	QoQ +8.30% (+2.6K) YoY +45.45% (+10.7K)	All Managers (Combined)	$16.6M	QoQ +30.39% (+$3.9M) YoY +68.70% (+$6.8M)
Danaher Corp /De/(DHRcusip235851102)	80.7K	QoQ +53.64% (+28.2K) YoY -13.74% (-12.9K)	All Managers (Combined)	$16.6M	QoQ +37.20% (+$4.5M) YoY -29.18% (-$6.8M)
At&T Inc.(Tcusip00206R102)	584.7K	QoQ -0.18% (-1.1K) YoY +158.03% (+358.1K)	All Managers (Combined)	$16.5M	QoQ +23.97% (-$3.2M) YoY +314.62% (+$12.5M)
(SCHBcusip808524102)	760.2K	QoQ -4.24% (-33.7K) YoY +342.58% (+588.4K)	All Managers (Combined)	$16.4M	QoQ -9.17% (-$1.7M) YoY +56.08% (+$5.9M)
Thermo Fisher Scientific Inc.(TMOcusip883556102)	32.5K	QoQ +32.78% (+8.0K) YoY +47.81% (+10.5K)	All Managers (Combined)	$16.2M	QoQ +27.00% (+$3.4M) YoY +26.54% (+$3.4M)
Boeing Co(BAcusip097023105)	94.8K	QoQ +1931.52% (+90.1K) YoY +130.29% (+53.6K)	All Managers (Combined)	$16.2M	QoQ +1857.49% (+$15.3M) YoY +103.51% (+$8.2M)