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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46436E718

139695(+30.7%)

Value:

$14.1B(+31.2%)

97717W505

283307(-2.4%)

Value:

$14.0B(-5.1%)

BOSTON SCIENTIFIC CORP

BSX|101137107

137701(+2.2%)

Value:

$13.9B(+15.4%)

46436E221

472909

Value:

$13.8B

VERIZON COMMUNICATIONS INC

VZ|92343V104

304880(+10.8%)

Value:

$13.8B(+25.7%)

46434V100

273928(-1.2%)

Value:

$13.8B(-0.1%)

KOSS CORP

KOSS|500692108

2892662

Value:

$13.7B

T-Mobile US, Inc.

TMUS|872590104

50214(+1301.5%)

Value:

$13.4B(+1593.4%)

3M CO

MMM|88579Y101

91155(-2.5%)

Value:

$13.4B(+10.9%)

Philip Morris International Inc.

PM|718172109

83085(+8.1%)

Value:

$13.3B(+42.1%)

92204A603

53370(+7.9%)

Value:

$13.2B(+5.0%)

922908553

VNQ|922908553

145486(-0.2%)

Value:

$13.2B(+1.5%)

Intercontinental Exchange, Inc.

ICE|45866F104

75934(+52.2%)

Value:

$13.1B(+76.2%)

STRYKER CORP

SYK|863667101

34277(-3.0%)

Value:

$12.8B(+0.3%)

921937819

BIV|921937819

163646(+9.0%)

Value:

$12.5B(+11.7%)

97717X651

268407(-44.1%)

Value:

$12.5B(-49.2%)

HONEYWELL INTERNATIONAL INC

HON|438516106

58698(+77.3%)

Value:

$12.4B(+66.2%)

92189F676

58758(+7.7%)

Value:

$12.4B(-6.0%)

CITIGROUP INC

C|172967424

173649(+26.0%)

Value:

$12.3B(+27.1%)

46436E239

310726

Value:

$12.3B

Instrument	Shares		Other Manager	Value
(cusip46436E718)✕	139.7K	QoQ +30.72% (+32.8K) YoY +392.89% (+111.4K)	All Managers (Combined)	$14.1M	QoQ +31.17% (+$3.3M) YoY +392.70% (+$11.2M)
(cusip97717W505)✕	283.3K	QoQ -2.36% (-6.8K) YoY +1656.28% (+267.2K)	All Managers (Combined)	$14.0M	QoQ -5.13% (-$760.0K) YoY +1683.31% (+$13.2M)
Boston Scientific Corp(BSXcusip101137107)	137.7K	QoQ +2.19% (+3.0K) YoY +774.40% (+122.0K)	All Managers (Combined)	$13.9M	QoQ +15.41% (+$1.9M) YoY +1187.91% (+$12.8M)
(cusip46436E221)✕	472.9K	QoQ NEW(+472.9K) YoY NEW(+472.9K)	All Managers (Combined)	$13.8M	QoQ NEW(+$13.8M) YoY NEW(+$13.8M)
Verizon Communications Inc(VZcusip92343V104)	304.9K	QoQ +10.81% (+29.8K) YoY -28.88% (-123.8K)	All Managers (Combined)	$13.8M	QoQ +25.69% (+$2.8M) YoY -23.12% (-$4.2M)
(cusip46434V100)✕	273.9K	QoQ -1.20% (-3.3K) YoY +142.99% (+161.2K)	All Managers (Combined)	$13.8M	QoQ -0.13% (-$18.4K) YoY +148.22% (+$8.2M)
Koss Corp(KOSScusip500692108)	2.9M	QoQ NEW(+2.9M) YoY NEW(+2.9M)	All Managers (Combined)	$13.7M	QoQ NEW(+$13.7M) YoY NEW(+$13.7M)
T-Mobile Us, Inc.(TMUScusip872590104)	50.2K	QoQ +1301.45% (+46.6K) YoY +16.60% (+7.1K)	All Managers (Combined)	$13.4M	QoQ +1593.41% (+$12.6M) YoY +90.53% (+$6.4M)
3m Co(MMMcusip88579Y101)	91.2K	QoQ -2.50% (-2.3K) YoY +43.16% (+27.5K)	All Managers (Combined)	$13.4M	QoQ +10.91% (-$1.3M) YoY +98.21% (+$6.6M)
Philip Morris International Inc.(PMcusip718172109)	83.1K	QoQ +8.05% (+6.2K) YoY +20.48% (+14.1K)	All Managers (Combined)	$13.3M	QoQ +42.12% (+$3.9M) YoY +107.48% (+$6.9M)
(cusip92204A603)✕	53.4K	QoQ +7.90% (+3.9K) YoY +49.75% (+17.7K)	All Managers (Combined)	$13.2M	QoQ +5.00% (+$629.2K) YoY +51.83% (+$4.5M)
(VNQcusip922908553)	145.5K	QoQ -0.17% (-256) YoY +18.53% (+22.8K)	All Managers (Combined)	$13.2M	QoQ +1.46% (-$189.6K) YoY +24.10% (+$2.6M)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	75.9K	QoQ +52.19% (+26.0K) YoY +58.62% (+28.1K)	All Managers (Combined)	$13.1M	QoQ +76.19% (+$5.7M) YoY +99.10% (+$6.5M)
Stryker Corp(SYKcusip863667101)	34.3K	QoQ -2.96% (-1.0K) YoY +26.36% (+7.2K)	All Managers (Combined)	$12.8M	QoQ +0.32% (-$41.6K) YoY +31.42% (+$3.1M)
(BIVcusip921937819)	163.6K	QoQ +8.97% (+13.5K) YoY +849.11% (+146.4K)	All Managers (Combined)	$12.5M	QoQ +11.65% (+$1.3M) YoY +863.83% (+$11.2M)
(cusip97717X651)✕	268.4K	QoQ -44.07% (-211.5K) YoY NEW(+268.4K)	All Managers (Combined)	$12.5M	QoQ -49.23% (-$12.1M) YoY NEW(+$12.5M)
Honeywell International Inc(HONcusip438516106)	58.7K	QoQ +77.28% (+25.6K) YoY +104.81% (+30.0K)	All Managers (Combined)	$12.4M	QoQ +66.18% (+$5.0M) YoY +111.30% (+$6.5M)
(cusip92189F676)✕	58.8K	QoQ +7.66% (-4.2K) YoY +4.69% (-2.6K)	All Managers (Combined)	$12.4M	QoQ -5.98% (-$790.6K) YoY -1.59% (-$201.9K)
Citigroup Inc(Ccusip172967424)	173.6K	QoQ +26.01% (+35.8K) YoY +678.41% (+151.3K)	All Managers (Combined)	$12.3M	QoQ +27.08% (+$2.6M) YoY +773.79% (+$10.9M)
(cusip46436E239)✕	310.7K	QoQ NEW(+310.7K) YoY NEW(+310.7K)	All Managers (Combined)	$12.3M	QoQ NEW(+$12.3M) YoY NEW(+$12.3M)