Lido Advisors, LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$31.9B

Holdings

1,573

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (1,573 positions)

StockValue
ZTWORBB FD INC
$5.7M
IUSGISHARES TR
$5.7M
RGLDROYAL GOLD INC
$5.5M
NVSNNOVARTIS AG
$5.5M
IBTGISHARES TR
$5.5M
BMYBRISTOL-MYERS SQUIBB CO
$5.4M
IBDZISHARES TR
$5.4M
AFLAFLAC INC
$5.4M
PRUPRUDENTIAL FINL INC
$5.4M
IWNISHARES TR
$5.4M
ANGLVANECK ETF TRUST
$5.4M
BRK-BBERKSHIRE HATHAWAY INC DEL
$5.3M
MCHPMICROCHIP TECHNOLOGY INC.
$5.3M
SLQDISHARES TR
$5.2M
IBMQISHARES TR
$5.2M
WMWASTE MGMT INC DEL
$5.2M
CASYCASEYS GEN STORES INC
$5.2M
A4SAMERIPRISE FINL INC
$5.2M
DASHDOORDASH INC
$5.1M
EDCONSOLIDATED EDISON INC
$5.1M
WSWORTHINGTON STL INC
$5.1M
CLCOLGATE PALMOLIVE CO
$4.9M
MDLZMONDELEZ INTL INC
$4.9M
SPMBSPDR SERIES TRUST
$4.9M
MOATVANECK ETF TRUST
$4.9M
LADRLADDER CAP CORP
$4.9M
VBRVANGUARD INDEX FDS
$4.9M
FITBFIFTH THIRD BANCORP
$4.9M
SARSARATOGA INVT CORP
$4.8M
ITA*ISHARES TR
$4.8M
CITCINTAS CORP
$4.8M
NANNUVEEN NEW YORK QLT MUN INC
$4.8M
SLBSCHLUMBERGER LTD
$4.7M
APDAIR PRODS & CHEMS INC
$4.7M
IBBISHARES TR
$4.7M
KIESPDR SERIES TRUST
$4.7M
VXUSVANGUARD STAR FDS
$4.6M
FDXFEDEX CORP
$4.6M
XSVNBONDBLOXX ETF TRUST
$4.6M
LYVLIVE NATION ENTERTAINMENT IN
$4.5M
VGSHVANGUARD SCOTTSDALE FDS
$4.5M
MEDMEDIFAST INC
$4.5M
BILSPDR SERIES TRUST
$4.5M
KEYSKEYSIGHT TECHNOLOGIES INC
$4.5M
CMECME GROUP INC
$4.4M
FBTCFIDELITY WISE ORIGIN BITCOIN
$4.4M
KYNKAYNE ANDERSON ENERGY INFRST
$4.4M
IBCAISHARES TR
$4.4M
AONAON PLC
$4.3M
IBDXISHARES TR
$4.3M
EWAISHARES INC
$4.3M
KVUEKENVUE INC
$4.3M
WDCWESTERN DIGITAL CORP
$4.2M
DALDELTA AIR LINES INC DEL
$4.2M
ROKROCKWELL AUTOMATION INC
$4.2M
USOUNITED STS OIL FD LP
$4.2M
SCHOSCHWAB STRATEGIC TR
$4.2M
VTIPVANGUARD MALVERN FDS
$4.1M
JAAAJANUS DETROIT STR TR
$4.1M
TDIVFIRST TR EXCHANGE TRADED FD
$4.1M
DDOMINION ENERGY INC
$4.1M
ROKUROKU INC
$4.1M
TRVTRAVELERS COMPANIES INC
$4.1M
BSCXINVESCO EXCH TRD SLF IDX FD
$4.1M
IBHFISHARES TR
$4.1M
GLGLOBE LIFE INC
$4.1M
FNDXSCHWAB STRATEGIC TR
$4.0M
BKBANK NEW YORK MELLON CORP
$4.0M
PYPLPAYPAL HLDGS INC
$4.0M
ESGVVANGUARD WORLD FD
$4.0M
MGVVANGUARD WORLD FD
$4.0M
T7DTRANSDIGM GROUP INC
$4.0M
EWYISHARES INC
$3.9M
NRKNUVEEN NEW YORK AMT QLT MUNI
$3.9M
HYGISHARES TR
$3.9M
INCMFRANKLIN TEMPLETON ETF TR
$3.9M
NDAQNASDAQ INC
$3.9M
DFLVDIMENSIONAL ETF TRUST
$3.8M
IHDGWISDOMTREE TR
$3.8M
IEURISHARES TR
$3.8M
GSBDGOLDMAN SACHS BDC INC
$3.8M
CVSCVS HEALTH CORP
$3.8M
ZGZILLOW GROUP INC
$3.8M
JPCNUVEEN PFD & INCOME OPPORTUN
$3.8M
TTTRANE TECHNOLOGIES PLC
$3.7M
GMGENERAL MTRS CO
$3.7M
SPHSUBURBAN PROPANE PARTNERS L
$3.7M
BSMVINVESCO EXCH TRD SLF IDX FD
$3.7M
TERTERADYNE INC
$3.6M
DSIISHARES TR
$3.6M
EWNISHARES INC
$3.6M
BSMUINVESCO EXCH TRD SLF IDX FD
$3.6M
PPLPPL CORP
$3.5M
IYY*ISHARES TR
$3.5M
VYMIVANGUARD WHITEHALL FDS
$3.5M
SHVISHARES TR
$3.5M
OREALTY INCOME CORP
$3.4M
LNTHLANTHEUS HLDGS INC
$3.4M
CSXCSX CORP
$3.4M
SCCOSOUTHERN COPPER CORP
$3.4M
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