Lido Advisors, LLC
CIK
1650150
City
Los Angeles
State / Country
CA
Top Portfolio Positions
1,138 positions ·
$19,817,970,911 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
13,703,042 | $8,911,636,331 | 44.97% |
| AAPL |
Apple Inc.
Technology
|
4,463,232 | $1,132,723,648 | 5.72% |
| NVDA |
Nvidia Corp
Technology
|
6,022,310 | $1,050,290,863 | 5.30% |
| MSFT |
Microsoft Corp
Technology
|
2,269,102 | $839,953,486 | 4.24% |
| QQQ |
Invesco Qqq Trust, Series 1
|
997,475 | $575,722,619 | 2.91% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,938,672 | $403,767,216 | 2.04% |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,090,461 | $313,572,963 | 1.58% |
| AVGO |
Broadcom Inc.
Technology
|
827,701 | $256,181,735 | 1.29% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
552,519 | $162,528,987 | 0.82% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
409,591 | $152,265,453 | 0.77% |
Portfolio Trend
Holdings in KYN
Shares Held
Position Value (USD)
12 of 12 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,909,049 | 343,771 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,398,316 | 355,276 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,388,418 | 354,763 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,394,327 | 345,466 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,368,538 | 340,494 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,340,617 | 341,512 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,423,454 | 220,314 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,247,022 | 217,524 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,170,047 | 216,788 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,568,011 | 178,589 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $168,918 | 21,684 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $130,088 | 16,261 | Shares | Sole | 2022-02-15 | |
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