• 13F History

Lido Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$16B
Signature - Title
Jason P. Lee - CHIEF LEGAL AND COMPLIANCE OFFICER
Location
Los Angeles, CA
Summary
This page shows a list of all the recent 13F filings made by Lido Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lido Advisors, LLC reported 1321 stock holdings with total value $16B as of Q4 2024. Top holdings included SPY, BSCQ, BSCP, AAPL, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 1,321 $16B +$3.65B -$1.17B +$2.48B SPY, BSCQ, BSCP, AAPL, MSFT 13F-HR 2/14/2025, 03:10 PM
Q3 2024 1,260 $13.1B +$1.31B -$663M +$645M SPY, BSCQ, BSCP, AAPL, BSCO 13F-HR 11/14/2024, 12:47 PM
Q2 2024 1,214 $12.2B +$1.54B -$546M +$990M SPY, BSCP, BSCQ, BSCO, AAPL 13F-HR 8/14/2024, 06:21 PM
Q1 2024 1,199 $11.2B +$1.22B -$660M +$556M SPY, BSCP, BSCO, BSCQ, AAPL 13F-HR 5/15/2024, 02:02 PM
Q4 2023 1,143 $9.95B +$1.18B -$939M +$240M BSCO, SPY, BSCP, AAPL, MSFT 13F-HR 2/14/2024, 02:41 PM
Q3 2023 1,340 $13.1B +$1B -$1.41B -$406M SPY, SPY, BSCO, SPY, BSCP 13F-HR 11/14/2023, 02:27 PM
Q2 2023 1,204 $14B +$3.4B -$291M +$3.11B SPY, SPY, BSCO, SPY, BSCP 13F-HR 8/9/2023, 12:30 PM
Q1 2023 1,142 $10.3B +$2.22B -$605M +$1.62B SPY, SPY, BSCO, SPY, AAPL 13F-HR 5/15/2023, 05:28 PM
Q4 2022 1,022 $8.2B +$765M -$558M +$207M SPY, SPY, BSCO, SPY, AAPL 13F-HR 2/14/2023, 04:12 PM
Q3 2022 933 $7.95B +$926M -$272M +$654M SPY, SPY, BSCO, SPY, AAPL 13F-HR 11/14/2022, 12:47 PM
Q2 2022 923 $7.54B +$987M -$863M +$124M SPY, SPY, BSCO, SPY, AAPL 13F-HR 8/15/2022, 02:51 PM
Q1 2022 979 $8.96B +$947M -$588M +$359M SPY, SPY, SPY, AAPL, BSCO 13F-HR 5/16/2022, 08:27 PM
Q4 2021 987 $9.17B +$1.78B -$324M +$1.45B SPY, SPY, SPY, AAPL, BSCN 13F-HR 2/14/2022, 06:22 PM
Q3 2021 848 $4.47B +$750M -$327M +$422M SPY, AAPL, BSCN, BSCM, IVW Restatement 2/14/2022, 05:48 PM
Q2 2021 791 $4.1B +$620M -$161M +$459M SPY, BSCM, AAPL, BSCN, FTEC 13F-HR 8/12/2021, 02:26 PM
Q1 2021 0 $0 $0 $0 New Holdings 11/12/2021, 04:36 PM
Q1 2021 735 $3.43B +$554M -$213M +$341M SPY, BSCM, AAPL, IVE, FTEC 13F-HR 5/13/2021, 01:07 PM
Q4 2020 99 $1.82M SPY, SPY, QQQ, AAPL, TSLA New Holdings 11/12/2021, 03:32 PM
Q4 2020 805 $2.97B +$635M -$121M +$514M BSCM, AAPL, SPY, IVW, FTEC 13F-HR 2/8/2021, 01:16 PM
Q3 2020 76 $1.57M SPY, SPY, TSLA, QQQ, AAPL New Holdings 11/12/2021, 03:29 PM
Q3 2020 637 $2.32B +$415M -$103M +$312M BSCM, AAPL, SPY, IVW, FTEC 13F-HR 11/12/2020, 10:10 AM
Q2 2020 77 $1.26M SPY, SPY, TSLA, AMZN, EFA New Holdings 11/12/2021, 03:25 PM
Q2 2020 599 $2.05B +$375M -$84.3M +$291M BSCM, AAPL, SPY, IVW, FTEC 13F-HR 8/12/2020, 01:55 PM
Q1 2020 66 $804K SPY, SPY, TSLA, JNJ, EFA New Holdings 11/12/2021, 03:22 PM
Q1 2020 584 $1.54B +$289M -$78.6M +$210M BSCM, AAPL, SPY, IVW, IVE 13F-HR 5/12/2020, 06:59 PM
Q4 2019 64 $794K SPY, SPY, EFA, JNJ, TSLA New Holdings 11/12/2021, 03:18 PM
Q4 2019 652 $1.71B +$423M -$48M +$375M AAPL, SPY, IVW, IVE, MO 13F-HR 2/6/2020, 05:29 PM
Q3 2019 62 $689K SPY, SPY, EFA, JNJ, QQQ New Holdings 11/12/2021, 03:11 PM
Q3 2019 573 $1.27B +$177M -$69.4M +$107M SPY, IVW, IVE, ESS, FTEC 13F-HR 11/12/2019, 11:28 AM
Q2 2019 49 $568K SPY, SPY, JNJ, EFA, QQQ New Holdings 11/12/2021, 03:01 PM
Q2 2019 536 $1.18B +$104M -$45.6M +$58.7M SPY, IVW, IVE, ESS, FTEC 13F-HR 8/13/2019, 06:07 PM
Q1 2019 42 $420K SPY, SPY, EFA, IWM, QQQ New Holdings 11/12/2021, 02:57 PM
Q1 2019 516 $1.12B +$372M -$52.6M +$319M SPY, IVW, IVE, ESS, FTEC 13F-HR 5/10/2019, 02:07 PM
Q4 2018 29 $290K SPY, SPY, EFA, IWM, QQQ New Holdings 11/12/2021, 02:53 PM
Q4 2018 432 $722M +$123M -$36.6M +$86.8M IVW, IVE, SPY, FTEC, FHLC 13F-HR 2/14/2019, 10:16 AM
Q3 2018 25 $253K SPY, SPY, IWM, EFA, IWM New Holdings 11/12/2021, 02:49 PM
Q3 2018 448 $774M +$136M -$48.3M +$87.7M IVW, IVE, SPY, FTEC, EFA 13F-HR 11/13/2018, 06:44 PM
Q2 2018 21 $210K SPY, SPY, IWM, EFA, EEM New Holdings 11/12/2021, 02:44 PM
Q2 2018 419 $660M +$164M -$30.8M +$133M IVW, IVE, EFA, SPY, FTEC 13F-HR 8/13/2018, 08:01 PM
Q1 2018 15 $153K SPY, SPY, IWM, INTC, EEM New Holdings 11/12/2021, 02:38 PM
Q1 2018 397 $578M +$159M -$16.9M +$142M IVW, EFA, IVE, SPY, SPHQXXXX 13F-HR 5/9/2018, 06:42 PM
Q4 2017 13 $91.8K SPY, SPY, IWM, EEM, EFA New Holdings 11/12/2021, 12:48 PM
Q4 2017 306 $612M +$58.7M -$36.5M +$22.2M SNI, IVW, IVE, EFA, SPHQXXXX 13F-HR 2/14/2018, 06:32 PM
Q3 2017 7 $43.2K SPY, SPY, IWM, EEM, EFA New Holdings 11/12/2021, 12:41 PM
Q3 2017 279 $580M +$143M -$42.3M +$101M SNI, IVW, IVE, SPHQXXXX, ADI 13F-HR 11/13/2017, 04:02 PM
Q2 2017 271 $481M +$148M -$10.4M +$138M SNI, SPHQXXXX, XLI, IVW, XLK 13F-HR 8/14/2017, 03:55 PM
Q1 2017 235 $360M +$146M -$169M -$22.6M SPHQXXXX, XLI, IVW, XLK, XLF 13F-HR 5/15/2017, 02:56 PM
Q4 2016 220 $405M +$81.5M -$2.83M +$78.6M SNI, SPHQXXXX, SSP, XLI, XLK 13F-HR 9/21/2017, 04:33 PM
Q3 2016 152 $327M +$57M -$30.1M +$26.9M SNI, SPHQXXXX, SSP, XLP, XLI 13F-HR 9/21/2017, 04:27 PM
Q2 2016 156 $323M +$48.2M -$7.57M +$40.6M SNI, SPLVXXXX, SSP, XLP, XLU 13F-HR 9/18/2017, 03:31 PM
Q1 2016 146 $297M SNI, SPLVXXXX, SSP, XLP, XLY 13F-HR 9/18/2017, 03:25 PM