Lido Advisors, LLC Purchases in Q1 2025

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
20
+ 0.25%
$135.34 - $188.66 $2.71K - $3.77K
8.03K $1.13M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
7.72K
+ 5.67%
$119.87 - $145.05 $925K - $1.12M
144K $18M
WST
West Pharmaceutical Services Inc

Healthcare
87
+ 3.16%
$199.11 - $347.87 $17.3K - $30.3K
2.84K $636K
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.86K
+ 1.96%
$23.16 - $27.04 $66.3K - $77.4K
149K $3.48M
TQQQ
Proshares Ultrapro Qqq

ETFs
4.21K
+ 15.96%
$57.3 - $90.39 $241K - $380K
30.6K $1.75M
BAC
Bank Of America Corp

Financial Services
17.7K
+ 3.46%
$39.61 - $47.74 $701K - $845K
529K $22.1M
BIIB
Biogen Inc.

Healthcare
1.45K
+ 3.48%
$133.43 - $153.27 $193K - $222K
43K $5.89M
URI
United Rentals, Inc.

Industrials
16
+ 0.26%
$594.17 - $789.56 $9.51K - $12.6K
6.28K $3.94M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.01K
+ 1.44%
$108.02 - $120.45 $217K - $242K
142K $15.7M
AMP
Ameriprise Financial Inc

Financial Services
19
+ 0.18%
$472.29 - $575.13 $8.97K - $10.9K
10.5K $5.09M
VB
Vanguard Small Cap ETF

ETFs
2.75K
+ 4.48%
$217.89 - $252.64 $600K - $696K
64.2K $14.2M
VCR
Vanguard Consumer Discretionar

ETFs
4.76K
+ 11.37%
$318.51 - $391.75 $1.52M - $1.87M
46.6K $15.2M
TTD
Trade Desk, Inc.

Technology
7.43K
+ 47.69%
$53.59 - $126.58 $398K - $941K
23K $1.26M
IGV
Ishares Expanded Tech Software

ETFs
3.78K
+ 3.89%
$88.3 - $107.83 $334K - $407K
101K $8.99M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
4.18K
+ 7.67%
$211.47 - $267.17 $885K - $1.12M
58.8K $12.4M
GKOS
Glaukos Corp

Healthcare
161
+ 0.97%
$96.6 - $161.22 $15.6K - $26K
16.7K $1.64M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.39K
+ 1.78%
$62.43 - $84.12 $149K - $201K
137K $8.9M
MRNA
Moderna, Inc.

Healthcare
19.9K
+ 14.77%
$28.35 - $47.53 $563K - $944K
154K $4.38M
DIS
Walt Disney CO

Communication Services
31.4K
+ 9.08%
$96.87 - $114.0 $3.04M - $3.58M
377K $37.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
227K
+ 9.16%
$24.91 - $29.02 $5.64M - $6.57M
2.7M $67.6M
EMR
Emerson Electric CO

Industrials
4.17K
+ 3.33%
$108.64 - $131.17 $452K - $546K
129K $14.2M
JBHT
Hunt J B Transport Services Inc

Industrials
9.15K
+ 7.73%
$146.12 - $186.55 $1.34M - $1.71M
128K $18.9M
NTAP
Net App, Inc.

Technology
2.39K
+ 3.92%
$87.84 - $126.3 $209K - $301K
63.2K $5.55M
NVT
N Vent Electric PLC

Industrials
16.3K
+ 10.47%
$52.42 - $75.4 $856K - $1.23M
172K $9.03M
BX
Blackstone Inc.

Financial Services
55.2K
+ 19.18%
$136.53 - $186.74 $7.54M - $10.3M
343K $48M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.86K
+ 3.27%
$507.05 - $563.67 $3.48M - $3.87M
217K $111M
ACN
Accenture PLC

Technology
2.74K
+ 4.21%
$300.91 - $398.25 $825K - $1.09M
67.9K $21.2M
ADBE
Adobe Inc.

Technology
8.68K
+ 10.39%
$377.84 - $464.11 $3.28M - $4.03M
92.3K $35.4M
VUG
Vanguard Growth ETF

ETFs
1.85K
+ 2.8%
$369.1 - $427.61 $684K - $792K
68K $25.2M
ZBRA
Zebra Technologies Corp

Technology
195
+ 0.97%
$271.72 - $421.11 $53K - $82.1K
20.2K $5.71M
VGT
Vanguard Information Technolog

ETFs
7.29K
+ 9.58%
$542.38 - $646.34 $3.96M - $4.71M
83.4K $45.2M
ON
On Semiconductor Corp

Technology
10.8K
+ 9.3%
$40.69 - $64.51 $441K - $699K
127K $5.18M
TGT
Target Corp

Consumer Defensive
39.2K
+ 18.97%
$103.65 - $142.5 $4.06M - $5.59M
246K $25.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
24.7K
+ 11.79%
$165.25 - $224.62 $4.09M - $5.55M
234K $38.9M
MRVL
Marvell Technology, Inc.

Technology
10K
+ 13.89%
$61.57 - $126.06 $618K - $1.26M
82.3K $5.07M
XLG
Invesco Exchange Traded Fd Tr

ETFs
23.3K
+ 1.92%
$45.72 - $51.73 $1.07M - $1.21M
1.23M $56.8M
CRM
Salesforce, Inc.

Technology
10.5K
+ 9.64%
$268.36 - $359.95 $2.82M - $3.78M
119K $32M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4K
+ 1.96%
$360.07 - $417.26 $1.44M - $1.67M
208K $75.3M
AVGO
Broadcom Inc.

Technology
127K
+ 27.39%
$167.43 - $244.7 $21.2M - $31M
589K $98.5M
FDIS
Fidelity Covington Tr Msci Con

ETFs
110K
+ 7.97%
$82.77 - $101.84 $9.12M - $11.2M
1.49M $126M
AAPL
Apple Inc.

Technology
367K
+ 11.24%
$209.68 - $247.1 $77.1M - $90.8M
3.64M $808M
IWY
Ishares Tr Russell 200 Growth

ETFs
511
+ 0.1%
$210.19 - $243.33 $107K - $124K
501K $106M
GOOG
Alphabet Inc.

Communication Services
23.3K
+ 3.62%
$156.06 - $207.71 $3.64M - $4.84M
667K $104M
IVW
Ishares S&P 500 Growth ETF

ETFs
85.3K
+ 2.73%
$92.45 - $106.69 $7.89M - $9.1M
3.21M $298M
TSLA
Tesla, Inc.

Consumer Cyclical
40.1K
+ 16.64%
$222.15 - $428.22 $8.9M - $17.2M
281K $72.8M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
76.7K
+ 3.93%
$161.27 - $192.3 $12.4M - $14.7M
2.03M $327M
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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