Lido Advisors, LLC Purchases in Q1 2025

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Brookfield Corp
6
+ 0.03%
N/A
17.1K $0
Ge Vernova Inc
899
+ 5.0%
N/A
18.9K $0
DKNG
Draft Kings Inc.

Consumer Cyclical
848
+ 12.05%
$33.21 - $53.49 $28.2K - $45.4K
7.89K $261K
WAT
Waters Corp

Healthcare
8
+ 0.46%
$362.16 - $417.28 $2.9K - $3.34K
1.74K $642K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
6.1K
+ 3.95%
$11.63 - $13.3 $70.9K - $81.1K
161K $1.87M
MGEE
Mge Energy Inc

Utilities
20
+ 0.47%
$85.7 - $94.18 $1.71K - $1.88K
4.3K $400K
FNDB
Schwab Fundamental U S Broad M

ETFs
35
+ 0.27%
$22.52 - $24.48 $788 - $857
12.8K $295K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
411
+ 12.12%
$203.38 - $274.79 $83.6K - $113K
3.8K $780K
CSL
Carlisle Companies Inc

Industrials
43
+ 6.7%
$326.43 - $408.24 $14K - $17.6K
685 $233K
HSIC
Henry Schein Inc

Healthcare
59
+ 0.5%
$68.49 - $81.91 $4.04K - $4.83K
12K $819K
DNN
Denison Mines Corp.

Energy
643
+ 5.36%
$1.3 - $2.1 $836 - $1.35K
12.6K $16K
MAIN
Main Street Capital Corp

Financial Services
602
+ 3.0%
$54.71 - $63.1 $32.9K - $38K
20.7K $1.17M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
217
+ 7.71%
$77.33 - $90.16 $16.8K - $19.6K
3.03K $237K
FLEX
Flex Ltd.

Technology
917
+ 12.71%
$32.92 - $44.46 $30.2K - $40.8K
8.13K $268K
LCNB
Lcnb Corp

Financial Services
142
+ 0.46%
$14.32 - $15.76 $2.03K - $2.24K
31.2K $460K
ENSG
Ensign Group, Inc

Healthcare
4
+ 0.13%
$125.4 - $148.86 $502 - $595
3.2K $414K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
2.84K
+ 7.86%
$16.57 - $18.85 $47.1K - $53.5K
39K $647K
ECC
Eagle Point Credit CO Inc.

Financial Services
448
+ 2.45%
$7.7 - $9.14 $3.45K - $4.09K
18.7K $151K
FEX
First Tr Large Cap Core Alphde

ETFs
16
+ 0.22%
$99.27 - $109.89 $1.59K - $1.76K
7.23K $740K
IR
Ingersoll Rand Inc.

Industrials
411
+ 9.68%
$79.44 - $94.23 $32.6K - $38.7K
4.66K $372K
BCO
Brinks CO

Industrials
113
+ 3.04%
$83.39 - $96.29 $9.42K - $10.9K
3.83K $329K
NIO
Nio Inc.

Consumer Cyclical
236
+ 0.8%
$3.75 - $5.22 $885 - $1.23K
29.6K $112K
URBN
Urban Outfitters Inc

Consumer Cyclical
58
+ 0.76%
$48.81 - $60.44 $2.83K - $3.51K
7.72K $404K
EFSC
Enterprise Financial Services Corp

Financial Services
7
+ 0.11%
$53.74 - $61.95 $376 - $434
6.38K $342K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
34
+ 0.02%
$11.13 - $11.61 $378 - $395
218K $2.44M
REX
Rex American Resources Corp

Basic Materials
251
+ 3.85%
$35.87 - $44.13 $9K - $11.1K
6.77K $254K
ODFL
Old Dominion Freight Line, Inc.

Industrials
21
+ 1.09%
$161.13 - $209.29 $3.38K - $4.4K
1.95K $322K
AN
Autonation, Inc.

Consumer Cyclical
10
+ 0.39%
$156.67 - $195.15 $1.57K - $1.95K
2.59K $418K
NXE
Nex Gen Energy Ltd.

Energy
161
+ 1.59%
$4.49 - $7.49 $723 - $1.21K
10.3K $46K
PFFA
Etfis Ser Tr I

ETFs
3.23K
+ 2.51%
$21.21 - $22.3 $68.4K - $72K
132K $2.8M
HTGC
Hercules Capital, Inc.

Financial Services
1.69K
+ 2.83%
$18.01 - $22.0 $30.3K - $37.1K
61.3K $1.18M
FNDA
Schwab Fundamental U S Small C

ETFs
3.64K
+ 6.96%
$26.87 - $30.99 $97.7K - $113K
55.9K $1.53M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
53
+ 0.96%
$92.51 - $102.81 $4.9K - $5.45K
5.58K $516K
KIM
Kimco Realty Corp

Real Estate
641
+ 3.84%
$20.15 - $23.42 $12.9K - $15K
17.3K $368K
RGA
Reinsurance Group Of America Inc

Financial Services
18
+ 1.07%
$186.01 - $231.1 $3.35K - $4.16K
1.69K $333K
SPXC
Spx Corp

Industrials
112
+ 4.7%
$128.78 - $154.37 $14.4K - $17.3K
2.49K $321K
ACHR
Archer Aviation Inc.

Industrials
551
+ 4.88%
$6.8 - $11.51 $3.75K - $6.34K
11.8K $84K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
23
+ 1.99%
$186.55 - $250.04 $4.29K - $5.75K
1.18K $237K
SMPL
Simply Good Foods CO

Consumer Defensive
18
+ 0.28%
$32.98 - $39.5 $594 - $711
6.45K $222K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
55
+ 1.09%
$120.24 - $134.3 $6.61K - $7.39K
5.12K $624K
VTWG
Vanguard Russell 2000 Growth E

ETFs
1
+ 0.08%
$185.73 - $221.19 $186 - $221
1.24K $231K
PPG
Ppg Industries Inc

Basic Materials
688
+ 6.47%
$107.44 - $124.29 $73.9K - $85.5K
11.3K $1.24M
OLED
Universal Display Corp Pa

Technology
22
+ 0.42%
$139.48 - $161.59 $3.07K - $3.55K
5.27K $734K
IOSP
Innospec Inc.

Basic Materials
15
+ 0.61%
$94.75 - $116.61 $1.42K - $1.75K
2.48K $235K
MTB
M&T Bank Corp

Financial Services
25
+ 0.55%
$170.47 - $201.98 $4.26K - $5.05K
4.55K $813K
ITGR
Integer Holdings Corp

Healthcare
17
+ 0.62%
$115.16 - $144.36 $1.96K - $2.45K
2.76K $325K
ATR
Aptargroup, Inc.

Healthcare
22
+ 0.43%
$141.7 - $159.83 $3.12K - $3.52K
5.12K $759K
GMS
Gms Inc.

Industrials
9
+ 0.25%
$70.36 - $86.13 $633 - $775
3.66K $267K
MTX
Minerals Technologies Inc

Basic Materials
37
+ 1.01%
$63.57 - $77.67 $2.35K - $2.87K
3.7K $235K
Activity Summary
Buys All Purchases 797 New Holdings 124 Increased Positions 673 Sells All Sells 469 Reductions 469 Sold out 0 Options Calls 15 Puts 46
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