Lido Advisors, LLC Purchases in Q1 2025

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TDW
Tidewater Inc

Energy
292
+ 6.37%
$39.93 - $57.69 $11.7K - $16.8K
4.88K $206K
HBAN
Huntington Bancshares Inc

Financial Services
1.3K
+ 2.56%
$14.28 - $17.39 $18.6K - $22.6K
52.2K $784K
OII
Oceaneering International Inc

Energy
147
+ 1.29%
$19.14 - $27.93 $2.81K - $4.11K
11.5K $251K
HNI
Hni Corp

Industrials
67
+ 0.8%
$43.17 - $51.26 $2.89K - $3.43K
8.45K $374K
ISCG
Ishares Morningstar Small Cap

ETFs
15
+ 0.14%
$44.44 - $52.05 $667 - $781
11.1K $498K
RELY
Remitly Global, Inc.

Technology
1.84K
+ 3.78%
$19.49 - $27.14 $35.8K - $49.9K
50.5K $1.05M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
453
+ 0.97%
$18.61 - $21.28 $8.43K - $9.64K
47.3K $898K
FRT
Federal Realty Investment Trust

Real Estate
603
+ 7.97%
$94.7 - $111.82 $57.1K - $67.4K
8.17K $799K
FDN
First Tr Fd Dow Jones

ETFs
61
+ 2.05%
$221.38 - $266.86 $13.5K - $16.3K
3.04K $675K
FDX
Fedex Corp

Industrials
1.68K
+ 13.74%
$230.33 - $281.53 $387K - $474K
13.9K $3.39M
ADUS
Addus Home Care Corp

Healthcare
53
+ 1.98%
$89.83 - $135.92 $4.76K - $7.2K
2.72K $269K
IFF
International Flavors & Fragrances Inc

Basic Materials
221
+ 1.82%
$76.48 - $87.72 $16.9K - $19.4K
12.4K $961K
ADM
Archer Daniels Midland CO

Consumer Defensive
683
+ 1.7%
$45.22 - $52.17 $30.9K - $35.6K
40.9K $1.96M
SYNA
Synaptics Inc

Technology
13
+ 0.24%
$61.71 - $87.87 $802 - $1.14K
5.53K $352K
ATI
Allegheny Technologies Inc

Industrials
17
+ 0.07%
$50.0 - $65.86 $850 - $1.12K
23.8K $1.24M
LDOS
Leidos Holdings, Inc.

Technology
216
+ 1.95%
$126.82 - $161.11 $27.4K - $34.8K
11.3K $1.52M
TT
Trane Technologies PLC

Industrials
570
+ 7.02%
$332.0 - $400.86 $189K - $228K
8.68K $2.93M
VTRS
Viatris Inc

Healthcare
1.77K
+ 7.51%
$8.68 - $12.42 $15.4K - $22K
25.3K $220K
REZI
Resideo Technologies, Inc.

Industrials
64
+ 0.46%
$16.92 - $23.77 $1.08K - $1.52K
14.1K $249K
COIN
Coinbase Global, Inc.

Technology
822
+ 28.9%
$172.23 - $301.3 $142K - $248K
3.67K $631K
VBK
Vanguard Small Cap Growth ETF

ETFs
50
+ 1.52%
$247.97 - $296.33 $12.4K - $14.8K
3.33K $838K
A
Agilent Technologies, Inc.

Healthcare
2.34K
+ 11.29%
$116.69 - $152.6 $272K - $356K
23K $2.69M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5
+ 0.01%
$32.42 - $36.13 $162 - $181
56.9K $1.88M
PBT
Permian Basin Royalty Trust

Energy
4.2K
+ 3.66%
$9.67 - $12.15 $40.6K - $51K
119K $1.18M
STT
State Street Corp

Financial Services
33
+ 0.3%
$84.47 - $102.23 $2.79K - $3.37K
11.1K $997K
PCG
Pg&E Corp

Utilities
978
+ 2.64%
$15.16 - $20.4 $14.8K - $20K
38K $653K
IWC
Russell Micro Cap ETF

ETFs
1
+ 0.02%
$110.91 - $133.46 $111 - $133
5.1K $565K
GPN
Global Payments Inc

Industrials
518
+ 4.85%
$92.18 - $113.03 $47.7K - $58.5K
11.2K $1.1M
XAR
Spdr S&P Aerospace & Defense E

ETFs
581
+ 1.5%
$157.71 - $180.77 $91.6K - $105K
39.4K $6.32M
CIEN
Ciena Corp

Technology
126
+ 2.69%
$60.43 - $98.18 $7.61K - $12.4K
4.8K $290K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
334
+ 4.39%
$25.03 - $42.15 $8.36K - $14.1K
7.95K $211K
FICO
Fair Isaac Corp

Technology
3
+ 0.37%
$1695.35 - $2030.47 $5.09K - $6.09K
823 $1.52M
VST
Vistra Corp.

Utilities
1.75K
+ 11.02%
$108.49 - $191.89 $189K - $335K
17.6K $2.06M
TWLO
Twilio Inc

Communication Services
308
+ 1.94%
$94.9 - $148.35 $29.2K - $45.7K
16.1K $1.58M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
2
+ 0.0%
$25.27 - $28.3 $50.5 - $56.6
110K $2.87M
DUOL
Duolingo, Inc.

Technology
13
+ 0.13%
$272.49 - $441.39 $3.54K - $5.74K
10.1K $3.14M
VTHR
Vanguard Russell 3000 ETF

ETFs
98
+ 0.79%
$243.2 - $272.04 $23.8K - $26.7K
12.5K $3.09M
NVR
Nvr Inc

Consumer Cyclical
14
+ 5.47%
$7062.02 - $8382.63 $98.9K - $117K
270 $1.96M
CCL
Carnival Corp

Consumer Cyclical
4.24K
+ 10.34%
$19.08 - $28.49 $81K - $121K
45.3K $884K
GLW
Corning Inc

Technology
2.24K
+ 1.57%
$44.91 - $54.25 $101K - $122K
146K $6.66M
SLG
Sl Green Realty Corp

Real Estate
659
+ 3.6%
$55.58 - $68.38 $36.6K - $45.1K
19K $1.1M
DLR
Digital Realty Trust, Inc.

Real Estate
371
+ 5.69%
$142.1 - $183.56 $52.7K - $68.1K
6.89K $987K
PNC
Pnc Financial Services Group, Inc.

Financial Services
78
+ 0.7%
$168.84 - $202.89 $13.2K - $15.8K
11.2K $1.97M
HST
Host Hotels & Resorts, Inc.

Real Estate
4.37K
+ 6.0%
$14.21 - $17.45 $62.1K - $76.2K
77.1K $1.1M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
86
+ 2.65%
$63.82 - $127.89 $5.49K - $11K
3.33K $212K
FRPT
Freshpet, Inc.

Consumer Defensive
47
+ 1.58%
$83.17 - $162.59 $3.91K - $7.64K
3.03K $252K
PNR
Pentair PLC

Industrials
49
+ 0.31%
$84.0 - $105.35 $4.12K - $5.16K
15.8K $1.38M
NVO
Novo Nordisk A S

Healthcare
38.5K
+ 22.18%
$69.3 - $90.95 $2.67M - $3.5M
212K $14.7M
DELL
Dell Technologies Inc.

Technology
1.18K
+ 8.87%
$90.34 - $124.66 $106K - $146K
14.4K $1.31M
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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