Lido Advisors, LLC Portfolio Holdings
Q3 2025•1,567 long positions•$24.4B portfolio value
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Holding1,639 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $2.2B 9.19% | +$200.0M Bought | — 3.3M shares | 3.0M → 3.3M +$200.0M | +9.88% | — — | Q1 2016 Held for 9y 8m | |
ETF ETF | $1.3B 5.26% | +$297.0M Bought | — 64.6M shares | 49.6M → 64.6M +$297.0M | +30.41% | — — | Q3 2022 Held for 3y 2m | |
Consumer Electronics Technology | $1.1B 4.59% | +$121.2M Bought | 0.029% 4.4M shares | 3.9M → 4.4M +$121.2M | +12.26% | $3.78T Mega Cap | Q1 2016 Held for 9y 8m | |
ETF ETF | $1.0B 4.25% | -$184.0M Sold | — 52.6M shares | 62.0M → 52.6M −$184.0M | -15.17% | — — | Q3 2022 Held for 3y 2m | |
Semiconductors Technology | $973.1M 4.02% | +$109.4M Bought | 0.021% 5.2M shares | 4.6M → 5.2M +$109.4M | +12.66% | $4.54T Mega Cap | Q2 2016 Held for 9y 5m | |
Software - Infrastructure Technology | $953.0M 3.94% | +$201.4M Bought | 0.025% 1.8M shares | 1.5M → 1.8M +$201.4M | +26.8% | $3.85T Mega Cap | Q1 2016 Held for 9y 8m | |
ETF ETF | $576.3M 2.38% | +$479.2M Bought | — 27.9M shares | 4.7M → 27.9M +$479.2M | +493.71% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $465.6M 1.92% | +$684.7K Bought | — 2.1M shares | 2.1M → 2.1M +$684.7K | +0.15% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $439.4M 1.82% | +$26.7M Bought | — 3.6M shares | 3.4M → 3.6M +$26.7M | +6.47% | — — | Q4 2016 Held for 8y 11m | |
Specialty Retail Consumer Cyclical | $392.2M 1.62% | +$74.3M Bought | 0.017% 1.8M shares | 1.4M → 1.8M +$74.3M | +23.39% | $2.34T Mega Cap | Q1 2016 Held for 9y 8m | |
ETF ETF | $369.3M 1.53% | +$31.0M Bought | — 1.8M shares | 1.6M → 1.8M +$31.0M | +9.17% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $311.0M 1.29% | +$146.5M Bought | — 506.7K shares | 267.9K → 506.7K +$146.5M | +89.12% | — — | Q2 2016 Held for 9y 5m | |
Internet Content & Information Communication Services | $281.3M 1.16% | +$78.2M Bought | 0.01% 1.2M shares | 835.2K → 1.2M +$78.2M | +38.53% | $2.95T Mega Cap | Q1 2016 Held for 9y 8m | |
ETF ETF | $277.3M 1.15% | +$2.9M Bought | — 414.3K shares | 409.9K → 414.3K +$2.9M | +1.07% | — — | Q1 2016 Held for 9y 8m | |
ETF ETF | $267.0M 1.1% | -$9.2M Sold | — 1.8M shares | 1.9M → 1.8M −$9.2M | -3.33% | — — | Q1 2017 Held for 8y 8m | |
Semiconductors Technology | $239.8M 0.991% | +$28.0M Bought | 0.015% 726.9K shares | 641.9K → 726.9K +$28.0M | +13.24% | $1.56T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $228.9M 0.946% | +$23.3M Bought | — 380.9K shares | 342.1K → 380.9K +$23.3M | +11.33% | — — | Q3 2017 Held for 8y 2m | |
ETF ETF | $206.4M 0.853% | +$15.0M Bought | — 2.7M shares | 2.5M → 2.7M +$15.0M | +7.82% | — — | Q4 2016 Held for 8y 11m | |
Internet Content & Information Communication Services | $198.7M 0.821% | +$31.0M Bought | 0.011% 270.5K shares | 228.3K → 270.5K +$31.0M | +18.47% | $1.84T Mega Cap | Q1 2016 Held for 9y 8m | |
Banks - Diversified Financial Services | $185.6M 0.767% | +$38.5M Bought | 0.021% 588.4K shares | 466.2K → 588.4K +$38.5M | +26.21% | $867.35B Mega Cap | Q1 2016 Held for 9y 8m | |
Internet Content & Information Communication Services | $183.6M 0.759% | +$9.5M Bought | 0.006% 753.7K shares | 714.5K → 753.7K +$9.5M | +5.48% | $2.95T Mega Cap | Q1 2016 Held for 9y 8m | |
ETF ETF | $176.4M 0.729% | +$40.2M Bought | — 376.6K shares | 290.7K → 376.6K +$40.2M | +29.55% | — — | Q2 2018 Held for 7y 5m | |
Auto - Manufacturers Consumer Cyclical | $164.4M 0.679% | +$22.7M Bought | 0.011% 369.6K shares | 318.6K → 369.6K +$22.7M | +16.02% | $1.48T Mega Cap | Q2 2017 Held for 8y 5m | |
Insurance - Diversified Financial Services | $160.1M 0.662% | +$41.7M Bought | 0.015% 318.5K shares | 235.6K → 318.5K +$41.7M | +35.22% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $156.2M 0.646% | +$136.3M Bought | — 1.8M shares | 228.1K → 1.8M +$136.3M | +684.45% | — — | Q1 2018 Held for 7y 8m | |
ETF ETF | $152.5M 0.63% | +$12.6M Bought | — 1.5M shares | 1.4M → 1.5M +$12.6M | +9.03% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $146.9M 0.607% | +$9.0M Bought | — 446.6K shares | 419.1K → 446.6K +$9.0M | +6.55% | — — | Q1 2016 Held for 9y 8m | |
ETF ETF | $146.4M 0.605% | +$13.8M Bought | — 2.1M shares | 1.9M → 2.1M +$13.8M | +10.42% | — — | Q1 2017 Held for 8y 8m | |
ETF ETF | $142.3M 0.588% | +$2.6M Bought | — 1.7M shares | 1.7M → 1.7M +$2.6M | +1.88% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $136.2M 0.563% | +$9.4M Bought | — 2.0M shares | 1.9M → 2.0M +$9.4M | +7.45% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $129.3M 0.535% | +$195.1K Bought | — 472.6K shares | 471.9K → 472.6K +$195.1K | +0.15% | — — | Q3 2024 Held for 1y 2m | |
Entertainment Communication Services | $120.7M 0.499% | +$11.5M Bought | 0.024% 100.7K shares | 91.1K → 100.7K +$11.5M | +10.52% | $509.45B Mega Cap | Q1 2018 Held for 7y 8m | |
ETF ETF | $120.4M 0.498% | +$39.8M Bought | — 7.1M shares | 4.8M → 7.1M +$39.8M | +49.47% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $114.4M 0.473% | +$992.5K Bought | — 6.1M shares | 6.0M → 6.1M +$992.5K | +0.87% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $110.0M 0.455% | -$3.9M Sold | — 290.4K shares | 300.8K → 290.4K −$3.9M | -3.45% | — — | Q1 2016 Held for 9y 8m | |
Discount Stores Consumer Defensive | $105.1M 0.434% | +$31.8M Bought | 0.026% 113.5K shares | 79.2K → 113.5K +$31.8M | +43.38% | $410.27B Mega Cap | Q1 2016 Held for 9y 8m | |
ETF ETF | $103.6M 0.428% | -$4.9M Sold | — 5.0M shares | 5.3M → 5.0M −$4.9M | -4.51% | — — | Q1 2023 Held for 2y 8m | |
Unknown Unknown | $100.3M 0.415% | +$11.9M Bought | — 282.2K shares | 248.6K → 282.2K +$11.9M | +13.51% | — — | Q4 2022 Held for 2y 11m | |
Drug Manufacturers - General Healthcare | $98.6M 0.408% | +$21.7M Bought | 0.014% 129.2K shares | 100.8K → 129.2K +$21.7M | +28.23% | $684.00B Mega Cap | Q2 2018 Held for 7y 5m | |
Discount Stores Consumer Defensive | $98.0M 0.405% | +$24.3M Bought | 0.012% 950.4K shares | 714.5K → 950.4K +$24.3M | +33.03% | $821.68B Mega Cap | Q2 2016 Held for 9y 5m | |
Drug Manufacturers - General Healthcare | $96.6M 0.399% | +$8.6M Bought | 0.024% 417.2K shares | 379.9K → 417.2K +$8.6M | +9.81% | $409.03B Mega Cap | Q1 2016 Held for 9y 8m | |
ETF ETF | $95.8M 0.396% | +$29.8M Bought | — 128.3K shares | 88.4K → 128.3K +$29.8M | +45.2% | — — | Q4 2018 Held for 6y 11m | |
Home Improvement Consumer Cyclical | $95.3M 0.394% | +$17.2M Bought | 0.024% 235.2K shares | 192.7K → 235.2K +$17.2M | +22.08% | $403.32B Mega Cap | Q1 2016 Held for 9y 8m | |
ETF ETF | $88.7M 0.367% | -$657.3K Sold | — 918.9K shares | 925.8K → 918.9K −$657.3K | -0.74% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $87.7M 0.363% | +$12.8M Bought | — 3.5M shares | 3.0M → 3.5M +$12.8M | +17.03% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $87.3M 0.361% | — | — - shares | — | — | — — | — | |
ETF ETF | $87.3M 0.361% | -$535.5K Sold | — 993.4K shares | 999.5K → 993.4K −$535.5K | -0.61% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $86.6M 0.358% | — | — - shares | — | — | — — | — | |
Financial - Credit Services Financial Services | $85.1M 0.352% | +$14.3M Bought | 0.013% 249.2K shares | 207.3K → 249.2K +$14.3M | +20.25% | $662.60B Mega Cap | Q1 2016 Held for 9y 8m | |
Financial - Capital Markets Financial Services | $84.9M 0.351% | +$5.6M Bought | 0.035% 106.6K shares | 99.6K → 106.6K +$5.6M | +7.08% | $241.07B Mega Cap | Q4 2016 Held for 8y 11m |
