Lido Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

Lido Advisors, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 2622 holdings worth $16.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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SPDR S&P 500 ETF TRUST

SPY|78462F103

4607775(+66.5%)

Value:

$2.6T(+56.9%)

46138J791

63116365(+0.8%)

Value:

$1.2T(+1.0%)

46138J825

40266631(-15.9%)

Value:

$832.7B(-15.8%)

Apple Inc.

AAPL|037833100

3637908(+11.2%)

Value:

$808.1B(-1.3%)

46138J783

29144549(+5880.3%)

Value:

$570.9B(+5914.1%)

MICROSOFT CORP

MSFT|594918104

1300199(+1779.8%)

Value:

$488.1B(+1574.2%)

NVIDIA CORP

NVDA|67066G104

4190977(+24.6%)

Value:

$454.3B(+0.5%)

316092808

2027711(+3.9%)

Value:

$327.0B(-9.3%)

464287408

IVE|464287408

1677023(+18.6%)

Value:

$319.6B(+18.4%)

464287309

IVW|464287309

3212816(+2.7%)

Value:

$298.2B(-6.1%)

464287200

IVV|464287200

418363(-4.0%)

Value:

$235.1B(-8.3%)

464287150

ITOT|464287150

1885818(-0.1%)

Value:

$230.1B(-5.3%)

316092501

2527726(+9.6%)

Value:

$175.7B(+11.0%)

316092204

1493582(+8.0%)

Value:

$126.2B(-6.4%)

316092600

1827158(+0.2%)

Value:

$124.8B(+4.7%)

922908363

VOO|922908363

216799(+3.3%)

Value:

$111.4B(-1.5%)

922908769

VTI|922908769

394083(-2.6%)

Value:

$108.3B(-7.6%)

316092709

1579278(+3.2%)

Value:

$108.1B(+0.5%)

46138J577

5826003(+57.3%)

Value:

$108.0B(+58.9%)

464289438

501013(+0.1%)

Value:

$105.7B(-10.2%)

Instrument	Shares		Other Manager	Value
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	4.6M	QoQ +66.48% (+1.8M) YoY +117.20% (+2.5M)	All Managers (Combined)	$2.6B	QoQ +56.92% (+$926.2M) YoY +129.45% (+$1440.5M)
(cusip46138J791)✕	63.1M	QoQ +0.76% (+477.3K) YoY +151.86% (+38.1M)	All Managers (Combined)	$1.2B	QoQ +1.02% (+$12.4M) YoY +142.20% (+$721.9M)
(cusip46138J825)✕	40.3M	QoQ -15.92% (-7.6M) YoY -12.06% (-5.5M)	All Managers (Combined)	$832.7M	QoQ -15.80% (-$156.3M) YoY -12.03% (-$114.0M)
Apple Inc.(AAPLcusip037833100)	3.6M	QoQ +11.23% (-367.5K) YoY +42.91% (+1.1M)	All Managers (Combined)	$808.1M	QoQ -1.32% (-$10.9M) YoY +85.13% (+$371.6M)
(cusip46138J783)✕	29.1M	QoQ +5880.28% (+28.7M) YoY +5774.75% (+28.6M)	All Managers (Combined)	$570.9M	QoQ +5914.05% (+$561.4M) YoY +5866.12% (+$561.4M)
Microsoft Corp(MSFTcusip594918104)	1.3M	QoQ +1779.79% (+1.2M) YoY +62.02% (+497.7K)	All Managers (Combined)	$488.1M	QoQ +1574.17% (+$458.9M) YoY +44.56% (+$150.5M)
Nvidia Corp(NVDAcusip67066G104)	4.2M	QoQ +24.55% (+826.3K) YoY +1420.04% (+3.9M)	All Managers (Combined)	$454.3M	QoQ +0.53% (+$2.4M) YoY +82.34% (+$205.1M)
(cusip316092808)✕	2.0M	QoQ +3.92% (-76.7K) YoY +12.85% (+231.0K)	All Managers (Combined)	$327.0M	QoQ -9.34% (-$33.7M) YoY +16.78% (+$47.0M)
(IVEcusip464287408)	1.7M	QoQ +18.57% (+262.7K) YoY +181.94% (+1.1M)	All Managers (Combined)	$319.6M	QoQ +18.38% (+$49.6M) YoY +187.63% (+$208.5M)
(IVWcusip464287309)	3.2M	QoQ +2.72% (-85.3K) YoY +28.16% (+706.1K)	All Managers (Combined)	$298.2M	QoQ -6.07% (-$19.3M) YoY +40.90% (+$86.6M)
(IVVcusip464287200)	418.4K	QoQ -3.95% (-17.2K) YoY +105.34% (+214.6K)	All Managers (Combined)	$235.1M	QoQ -8.32% (-$21.3M) YoY +119.47% (+$128.0M)
(ITOTcusip464287150)	1.9M	QoQ -0.14% (-2.7K) YoY +573.91% (+1.6M)	All Managers (Combined)	$230.1M	QoQ -5.27% (-$12.8M) YoY +613.13% (+$197.8M)
(cusip316092501)✕	2.5M	QoQ +9.64% (+222.4K) YoY +11.37% (+258.2K)	All Managers (Combined)	$175.7M	QoQ +10.98% (+$17.4M) YoY +30.35% (+$40.9M)
(cusip316092204)✕	1.5M	QoQ +7.96% (-110.2K) YoY +21.44% (+263.7K)	All Managers (Combined)	$126.2M	QoQ -6.37% (-$8.6M) YoY +24.43% (+$24.8M)
(cusip316092600)✕	1.8M	QoQ +0.18% (+3.5K) YoY -1.40% (-26.1K)	All Managers (Combined)	$124.8M	QoQ +4.74% (+$5.7M) YoY -3.45% (-$4.5M)
(VOOcusip922908363)	216.8K	QoQ +3.26% (-6.9K) YoY -1.85% (-4.1K)	All Managers (Combined)	$111.4M	QoQ -1.50% (-$1.7M) YoY +4.92% (-$5.2M)
(VTIcusip922908769)	394.1K	QoQ -2.59% (-10.5K) YoY +12.51% (+43.8K)	All Managers (Combined)	$108.3M	QoQ -7.62% (-$8.9M) YoY +18.98% (+$17.3M)
(cusip316092709)✕	1.6M	QoQ +3.20% (+49.0K) YoY +10.06% (+144.4K)	All Managers (Combined)	$108.1M	QoQ +0.50% (+$541.8K) YoY +11.13% (+$10.8M)
(cusip46138J577)✕	5.8M	QoQ +57.25% (+2.1M) YoY NEW(+5.8M)	All Managers (Combined)	$108.0M	QoQ +58.88% (+$40.0M) YoY NEW(+$108.0M)
(cusip464289438)✕	501.0K	QoQ +0.10% (-511) YoY NEW(+501.0K)	All Managers (Combined)	$105.7M	QoQ -10.24% (-$12.1M) YoY NEW(+$105.7M)