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CIK: 0001650150
Total reported value
$36.8B
$36.8B
1444 檔
31.5%
As reported in its official Q2 2025 Form 13F filing, Lido Advisors, LLC's tracked investment portfolio stood at $36.8B with 1444 total positions.
In Q2 2025, Lido Advisors, LLC displayed an active expansion posture, initiating 2 new positions and adding to 39 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1444 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 29.65% | +0.21% | -11.29% | |
| 2 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 4.72% | -0.65% | -1.77% | |
| 3 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 3.80% | -1.36% | +70.04% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.69% | +0.15% | +10.31% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.39% | -0.10% | +18.31% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.29% | +0.16% | +14.98% | |
| 7 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.61% | +0.18% | +3.20% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.47% | +0.02% | +6.39% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.39% | +0.03% | +22.30% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.25% | +0.05% | -2.32% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.14% | +0.20% | +21.69% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.00% | -0.02% | +0.55% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | -0.08% | -1.88% | |
| 14 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 0.72% | -0.04% | -0.78% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 0.69% | +0.15% | -0.34% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | -0.01% | -19.70% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.13% | +15.11% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | -0.02% | +24.56% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | +0.01% | +12.35% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.12% | +11.25% | |
| 21 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 0.52% | -0.01% | +7.93% | |
| 22 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 0.50% | -0.03% | -8.97% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.50% | — | +6.35% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 0.49% | -0.09% | +20.86% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.48% | — | +39.68% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.48% | -0.01% | +17.31% | |
| 27 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.47% | -0.02% | +3.72% | |
| 28 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 0.47% | -0.05% | +4.49% | |
| 29 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.45% | — | -5.81% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | -0.07% | +9.23% | |
| 31 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.44% | -0.07% | +3.52% | |
| 32 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.42% | -0.06% | +4.49% | |
| 33 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.41% | — | +2.25% | |
| 34 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.38% | — | -88.35% | |
| 35 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.35% | -0.05% | +68.94% | |
| 36 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.33% | -0.12% | +95.77% | |
| 37 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.33% | +0.01% | -2.19% | |
| 38 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.33% | -0.01% | -3.54% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.33% | +0.08% | +10.59% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.31% | -0.06% | +14.11% | |
| 41 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 0.31% | -0.05% | +14.47% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.31% | -0.26% | +3.28% | |
| 43 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.30% | -0.06% | +13.80% | |
| 44 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.30% | -0.05% | +13.83% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.29% | +0.03% | +23.90% | |
| 46 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.29% | — | +12.74% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.28% | -0.03% | +30.65% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.28% | +0.03% | -0.25% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.28% | +0.01% | +10.70% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.28% | -0.05% | -4.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BSCR | Invesco Bulletshares 2027 Cb | +1.2% | +70.04% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.1% | -11.29% | Trim |
| 3 | NVDA | Nvidia CORP | +1% | +14.98% | Add |
| 4 | MSFT | Microsoft CORP | +0.9% | +18.31% | Add |
| 5 | AMZN | Amazon.com Inc | +0.3% | +22.30% | Add |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +21.69% | Add |
| 7 | PLTR | Palantir Technologies Inc-a | +0.2% | +95.77% | Add |
| 8 | AVGO | Broadcom Inc | +0.2% | -0.34% | Trim |
| 9 | CASH | Pathward Financial Inc | +0.2% | NEW | New buy |
| 10 | NFLX | Netflix Inc | +0.2% | +20.86% | Add |
| 11 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | +3.20% | Add |
| 12 | IWF | Ishares Russell 1000 Growth | +0.1% | +39.68% | Add |
| 13 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +1557.39% | Add |
| 14 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +6.39% | Add |
| 15 | VUG | Vanguard Growth ETF | +0.1% | +109.73% | Add |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +68.94% | Add |
| 17 | VEA | Vanguard Ftse Developed ETF | +0.1% | +70.72% | Add |
| 18 | IWB | Ishares Russell 1000 ETF | +0.1% | +313.13% | Add |
| 19 | VOO | Vanguard S&p 500 ETF | +0.1% | +24.56% | Add |
| 20 | ORCL | Oracle CORP | +0.1% | +24.76% | Add |
| 21 | TSLA | Tesla Inc | +0.1% | +17.31% | Add |
| 22 | ZBH | Zimmer Biomet Holdings Inc | +0.1% | +1198.58% | Add |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | +15.11% | Add |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | +12.35% | Add |
| 25 | GBCI | Glacier Bancorp Inc | +0.1% | NEW | New buy |
| 26 | WMT | Walmart Inc | +0.1% | +30.65% | Add |
| 27 | ETN | Eaton Corporation plc | +0.1% | +30.16% | Add |
| 28 | PWR | Quanta Services Inc | +0.1% | +82.82% | Add |
| 29 | BSV | Vanguard Short-term Bond ETF | +0.1% | +746.28% | Add |
| 30 | GOOG | Alphabet Inc-cl C | +0.1% | +11.25% | Add |
| 31 | VTV | Vanguard Value ETF | +0.1% | +43.73% | Add |
| 32 | LRCX | Lam Research CORP | +0.1% | +32.25% | Add |
| 33 | NOW | Servicenow Inc | +0.1% | +40.32% | Add |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 0% | +4.02% | Add |
| 35 | XLK | Ss Technology Select Sector | 0% | +24.30% | Add |
| 36 | VONG | Vanguard Russell 1000 Growth | 0% | +35.10% | Add |
| 37 | FIDU | Fidelity Msci Indust Indx | 0% | +7.93% | Add |
| 38 | FCOM | Fidelity Msci Comm Serv Indx | 0% | +4.49% | Add |
| 39 | V | Visa Inc-class A Shares | 0% | +23.90% | Add |
| 40 | VTI | Vanguard Total Stock Mkt ETF | 0% | +6.35% | Add |
| 41 | ITOT | Ishares Core S&p Total U.s. | 0% | +0.55% | Add |
| 42 | IVV | Ishares Core S&p 500 ETF | -0.1% | -1.88% | Trim |
| 43 | DIS | Walt Disney Co/the | -0.1% | -57.32% | Trim |
| 44 | UNH | Unitedhealth Group Inc | -0.2% | +13.64% | Add |
| 45 | BX | Blackstone Inc | -0.2% | -77.69% | Trim |
| 46 | DGRW | Wisdomtree U.s. Quality Divi | -0.2% | -98.99% | Trim |
| 47 | SCHG | Schwab US Large-cap Growth | -0.2% | -80.76% | Trim |
| 48 | AAPL | Apple Inc | -0.5% | +10.31% | Add |
| 49 | BSCQ | Invesco Bulletshares 2026 Cb | -0.8% | -1.77% | Trim |
| 50 | BSCP | Invesco Bulletshares 2025 Cb | -3.4% | -88.35% | Trim |
According to official SEC Form 13F filings, Lido Advisors, LLC reported a total U.S. public equity portfolio value of $36.8B across 1444 disclosed positions in Q2 2025.
During Q2 2025, Lido Advisors, LLC's top holdings by market value included SPY (29.6%)、BSCQ (4.7%)、BSCR (3.8%). The largest single position, SPY, represented 29.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, BSCQ, BSCR) accounted for 31.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
CASH
市值: $42.6M
Top Position Liquidated / Trimmed
SPY
前期市值: $6.3B
In Q2 2025, Lido Advisors, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 39 positions, trimming 9 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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