Form 13F Lido Advisors For: 10 February
#Lido Advisors #Form 13F #SEC filing #Institutional investment #Wealth management #Portfolio disclosure #Stock market
📌 Key Takeaways
- Lido Advisors officially filed its quarterly Form 13F with the SEC on February 10, 2025.
- The filing discloses the firm's long equity positions and total assets under management for the reporting period.
- Form 13F serves as a vital tool for market transparency, revealing the investment strategies of major institutional managers.
- The report allows analysts to track sectoral shifts and potential bullish or bearish sentiment within the wealth management sector.
📖 Full Retelling
Lido Advisors, LLC, a prominent California-based wealth management firm, submitted its quarterly Form 13F filing with the U.S. Securities and Exchange Commission (SEC) on February 10, 2025, to disclose the company's institutional investment holdings and portfolio changes. This mandatory regulatory filing serves as a transparent record of the firm's equity positions, allowing the public and market analysts to track how the investment advisor managed its multi-billion dollar portfolio during the preceding quarter. The documentation is a critical requirement for institutional investment managers exercising discretion over $100 million or more in Section 13(f) securities.
The latest disclosure provides a detailed breakdown of the firm’s strategy and risk appetite within the current economic climate. By analyzing the 13F data, investors can observe whether Lido Advisors has increased its exposure to specific sectors, such as technology or healthcare, or if it has opted for a more defensive posture amidst fluctuating interest rates and market volatility. These filings are often scrutinized by retail investors and market competitors to gauge institutional sentiment and identify emerging investment trends among high-profile money managers.
While the 13F filing does not include short positions or cash holdings, it remains a cornerstone of market transparency for the American financial system. For a firm like Lido Advisors, which specializes in providing comprehensive wealth planning and investment services to high-net-worth individuals, the February update reflects the culmination of strategic shifts made as of the final day of the previous calendar year. This periodic reporting ensures that the SEC can monitor institutional influence on market liquidity and price discovery while providing the broader investing public with a window into the professional management of large-scale capital assets.
🏷️ Themes
Finance, Regulation, Investment
📚 Related People & Topics
Wealth management
Investment management and financial planning service
Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a disc...
SEC filing
Type of financial statements in the United States
# SEC Filing An **SEC filing** is a formal financial statement or regulatory document submitted to the **U.S. Securities and Exchange Commission (SEC)**. These filings are mandatory requirements designed to ensure transparency, providing a standardized method for disclosing material information to ...
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📄 Original Source Content
try{ var _=i o; . if(!_||_&&typeof _==="object"&&_.expiry As Claude disrupts stock market, Anthropic researcher warns ’world is in peril’ Gold, silver prices rise amid U.S.-Iran tensions, blowout January payrolls data Dow halts three-day win streak as blowout jobs data curbs rate cut bets Citi pushes back Fed rate cuts to May after blowout January jobs report (South Africa Philippines Nigeria) Form 13F Lido Advisors For: 10 February Filings Published 02/10/2026, 04:46 PM Form 13F Lido Advisors For: 10 February 0 Form 13F Lido Advisors For: 10 February 0 Latest comments Post Comment Guidelines Trade With A Regulated Broker Indices Commodities Bonds Stocks US 30 50,164.40 +43.0 +0.09% US 500 6,943.30 +1.9 +0.03% Dow Jones 50,121.40 -66.74 -0.13% S&P 500 6,941.45 -0.36 -0.01% Nasdaq 23,066.47 -36.01 -0.16% S&P 500 VIX 17.65 -0.14 -0.79% Dollar Index 96.77 -0.040 -0.04% Crude Oil WTI Futures 64.96 +0.33 +0.51% Brent Oil Futures 69.71 +0.05 +0.07% Natural Gas Futures 3.226 -0.007 -0.22% Gold Futures 5,077.66 -20.84 -0.41% Silver Futures 82.048 -1.873 -2.23% Copper Futures 5.963 -0.0268 -0.45% US Soybeans Futures 1,139.00 +15.50 +1.38% U.S. 10Y 4.177 +0.005 +0.12% U.S. 30Y 4.818 +0.004 +0.08% U.S. 5Y 3.745 +0.004 +0.11% U.S. 3M 3.704 +0.010 +0.27% US 10Y T-Note Futures 112.27 -0.02 -0.01% Euro Bund Futures 128.64 -0.03 -0.02% 10-2 Yield Spread 31.32 +4.15 +15.27% AAPL 275.50 +1.82 +0.67% NVDA 189.99 +1.45 +0.77% GOOGL 310.96 -7.62 -2.39% TSLA 428.27 +3.40 +0.80% AMZN 204.01 -2.95 -1.43% NFLX 79.61 -2.60 -3.16% META 668.69 -2.03 -0.30% Investing Challenges Join our investing challenges and compete for rewards while you learn!