Lido Advisors, LLC
Top Portfolio Positions
1,141 positions ·
$19,972,307,025 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
13,703,042 | $8,911,636,331 | 44.62% | |
| AAPL |
Apple Inc.
Technology
|
4,463,232 | $1,132,723,648 | 5.67% | |
| NVDA |
Nvidia Corp
Technology
|
6,022,310 | $1,050,290,863 | 5.26% | |
| MSFT |
Microsoft Corp
Technology
|
2,269,102 | $839,953,486 | 4.21% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
997,475 | $575,722,619 | 2.88% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,938,672 | $403,767,216 | 2.02% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,090,461 | $313,572,963 | 1.57% | |
| AVGO |
Broadcom Inc.
Technology
|
827,701 | $256,181,735 | 1.28% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
552,519 | $162,528,987 | 0.81% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
333,356 | $159,744,194 | 0.80% |
Portfolio Trend
25 quarters · across all stocks
Holdings in HTBK
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $984,609 | 78,895 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,044,472 | 86,967 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,176,396 | 118,469 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,175,682 | 118,397 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,127,462 | 118,431 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,110,563 | 118,397 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,169,762 | 118,397 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,060,503 | 121,897 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,045,876 | 121,897 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,229,266 | 123,918 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,012,952 | 119,593 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $527,750 | 63,738 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $522,607 | 62,738 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,631,188 | 125,476 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $987,668 | 87,096 | Shares | Defined | 2022-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||