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CIK: 0001650150
Total reported value
$36.8B
$36.8B
1573 檔
36.5%
At the close of Q3 2025, Lido Advisors, LLC disclosed equity holdings valued at approximately $36.8B, spread across 1573 reported holdings.
In Q3 2025, Lido Advisors, LLC displayed an active expansion posture, initiating 0 new positions and adding to 46 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, AAPL, BSCR) accounted for 36.5% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 1573 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 | 26.87% | +0.21% | -3.39% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.14% | +0.15% | +12.83% | |
| 3 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 3.99% | -1.36% | +30.41% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.64% | -0.10% | +28.47% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.46% | +0.16% | +10.80% | |
| 6 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 3.22% | -0.65% | -15.17% | |
| 7 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 1.80% | — | +493.71% | |
| 8 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.46% | +0.18% | +0.15% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.38% | +0.02% | +6.47% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.36% | +0.03% | +22.47% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.17% | +0.20% | +17.45% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.16% | +0.05% | +9.17% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | -0.02% | +88.43% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.93% | +0.13% | +35.24% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 0.90% | +0.15% | +35.20% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | -0.08% | +1.92% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.84% | -0.02% | -3.33% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | -0.01% | +28.24% | |
| 19 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 0.65% | -0.04% | +7.82% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.62% | +0.12% | +5.19% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.61% | -0.01% | +13.47% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | +0.01% | +25.67% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.55% | — | +29.51% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.07% | +39.81% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.49% | — | +684.45% | |
| 26 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 0.48% | -0.03% | +9.03% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.46% | — | +6.55% | |
| 28 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 0.46% | -0.05% | +10.42% | |
| 29 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 0.45% | -0.01% | +1.88% | |
| 30 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.43% | -0.02% | +7.45% | |
| 31 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.41% | — | +0.15% | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 0.40% | -0.09% | +11.50% | |
| 33 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.39% | -0.12% | +7.99% | |
| 34 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 0.38% | -0.05% | +49.47% | |
| 35 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.36% | -0.07% | +0.87% | |
| 36 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.34% | — | -3.45% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.34% | -0.06% | +44.70% | |
| 38 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.32% | -0.06% | -4.51% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.32% | +0.08% | +26.52% | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.32% | -0.26% | +12.24% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.32% | -0.03% | +32.63% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.31% | +0.03% | +9.98% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.30% | +0.01% | +22.73% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.30% | +0.10% | +45.20% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.29% | — | +14.32% | |
| 46 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.28% | +0.01% | -0.74% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.28% | -0.05% | +17.86% | |
| 48 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.27% | — | +17.03% | |
| 49 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.27% | -0.06% | +14.58% | |
| 50 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.27% | -0.01% | -0.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BSCR | Invesco Bulletshares 2027 Cb | +1.4% | +30.41% | Add |
| 2 | NVDA | Nvidia CORP | +1.2% | +10.80% | Add |
| 3 | MSFT | Microsoft CORP | +1.2% | +28.47% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +0.5% | +88.43% | Add |
| 5 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +684.45% | Add |
| 6 | AVGO | Broadcom Inc | +0.4% | +35.20% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.4% | +35.24% | Add |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +17.45% | Add |
| 9 | PLTR | Palantir Technologies Inc-a | +0.3% | +7.99% | Add |
| 10 | AMZN | Amazon.com Inc | +0.2% | +22.47% | Add |
| 11 | TSLA | Tesla Inc | +0.2% | +13.47% | Add |
| 12 | IWF | Ishares Russell 1000 Growth | +0.2% | +29.51% | Add |
| 13 | IEMG | Ishares Core Msci Emerging | +0.2% | +611.10% | Add |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +14184.93% | Add |
| 15 | ORCL | Oracle CORP | +0.1% | +14.32% | Add |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +5.19% | Add |
| 17 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +3.39% | Add |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | +25.67% | Add |
| 19 | VUG | Vanguard Growth ETF | +0.1% | +0.42% | Add |
| 20 | WMT | Walmart Inc | +0.1% | +32.63% | Add |
| 21 | VGT | Vanguard Info Tech ETF | +0.1% | +45.20% | Add |
| 22 | IWB | Ishares Russell 1000 ETF | +0.1% | +3.51% | Add |
| 23 | LHX | L3harris Technologies Inc | +0.1% | +971.93% | Add |
| 24 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +116.09% | Add |
| 25 | SCHD | Schwab US Dvd Equity ETF | +0.1% | — | Add |
| 26 | ZBH | Zimmer Biomet Holdings Inc | +0.1% | +15.02% | Add |
| 27 | LRCX | Lam Research CORP | +0.1% | +7.99% | Add |
| 28 | NFLX | Netflix Inc | +0.1% | +11.50% | Add |
| 29 | BSCU | Invesco Bulletshares 2030 Cb | +0.1% | +49.47% | Add |
| 30 | ETN | Eaton Corporation plc | +0.1% | +26.33% | Add |
| 31 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +5.77% | Add |
| 32 | IVW | Ishares S&p 500 Growth ETF | 0% | +6.47% | Add |
| 33 | COST | Costco Wholesale CORP | 0% | +44.70% | Add |
| 34 | VTV | Vanguard Value ETF | 0% | +15.35% | Add |
| 35 | FCOM | Fidelity Msci Comm Serv Indx | 0% | +10.42% | Add |
| 36 | GLD | Spdr Gold Shares | 0% | +12.24% | Add |
| 37 | HD | Home Depot Inc | 0% | +22.73% | Add |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | — | +39.81% | Add |
| 39 | FTEC | Fidelity Msci Info Tech Indx | 0% | +0.15% | Add |
| 40 | VTI | Vanguard Total Stock Mkt ETF | 0% | +6.55% | Add |
| 41 | AAPL | Apple Inc | 0% | +12.83% | Add |
| 42 | FIDU | Fidelity Msci Indust Indx | 0% | +1.88% | Add |
| 43 | META | Meta Platforms Inc-class A | -0.1% | +28.24% | Add |
| 44 | FNCL | Fidelity Msci Financial Indx | -0.1% | +7.82% | Add |
| 45 | IVV | Ishares Core S&p 500 ETF | -0.2% | +1.92% | Add |
| 46 | ITOT | Ishares Core S&p Total U.s. | -0.2% | -3.33% | Trim |
| 47 | IVE | Ishares S&p 500 Value ETF | -0.3% | +9.17% | Add |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.7% | -3.39% | Trim |
| 49 | BSCP | Invesco Bulletshares 2025 Cb | -2% | +493.71% | Trim |
| 50 | BSCQ | Invesco Bulletshares 2026 Cb | -2.3% | -15.17% | Trim |
According to official SEC Form 13F filings, Lido Advisors, LLC reported a total U.S. public equity portfolio value of $36.8B across 1573 disclosed positions in Q3 2025.
During Q3 2025, Lido Advisors, LLC's top holdings by market value included SPY (26.9%)、AAPL (4.1%)、BSCR (4.0%). The largest single position, SPY, represented 26.9% of total portfolio value.
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Top Position Liquidated / Trimmed
SPY
前期市值: $6.3B
In Q3 2025, Lido Advisors, LLC made 50 total portfolio adjustments, initiating 0 new buys, adding to 46 positions, trimming 4 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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