Lido Advisors, LLC Purchases in Q1 2025

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ABNB
Airbnb, Inc.

Consumer Cyclical
16.3K
+ 56.81%
$119.38 - $161.42 $1.95M - $2.63M
45K $5.38M
XLE
Energy Sector Spdr

ETFs
10K
+ 12.46%
$85.7 - $93.96 $858K - $940K
90.3K $8.44M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
31.2K
+ 28.1%
$42.5 - $46.71 $1.32M - $1.46M
142K $6.43M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
16.4K
+ 104.21%
$96.93 - $109.51 $1.59M - $1.79M
32.1K $3.14M
RKLB
Rocket Lab Usa, Inc.

Industrials
82.5K
New
$17.12 - $31.57 $1.41M - $2.6M
82.5K $1.47M
VDC
Vanguard Consumer Staples ETF

ETFs
5.37K
+ 13.79%
$206.54 - $226.16 $1.11M - $1.22M
44.3K $9.7M
ADI
Analog Devices Inc

Technology
12.9K
+ 11.91%
$201.56 - $243.82 $2.61M - $3.16M
122K $24.5M
DVYE
Ishares Emerging Markets Divid

ETFs
52.7K
New
$25.08 - $27.99 $1.32M - $1.47M
52.7K $1.44M
MCO
Moodys Corp

Financial Services
3.1K
+ 168.21%
$437.8 - $527.48 $1.35M - $1.63M
4.94K $2.3M
NET
Cloudflare, Inc.

Technology
12.4K
+ 394.32%
$110.71 - $176.5 $1.37M - $2.19M
15.6K $1.75M
BOND
Pimco Active Bond Exchange Tra

ETFs
15K
New
$89.27 - $92.9 $1.34M - $1.39M
15K $1.39M
PFF
Ishares Trust Ishares Pfd And

ETFs
49K
+ 27.24%
$30.73 - $32.26 $1.51M - $1.58M
229K $7.04M
SO
Southern CO

Utilities
6.8K
+ 8.71%
$80.96 - $92.96 $551K - $632K
84.9K $7.81M
ZTS
Zoetis Inc.

Healthcare
8.07K
+ 39.61%
$156.48 - $175.67 $1.26M - $1.42M
28.4K $4.68M
SLB
Schlumberger Limited

Energy
15.7K
+ 7.74%
$38.4 - $43.74 $602K - $685K
218K $9.12M
NDAQ
Nasdaq, Inc.

Financial Services
17.9K
+ 523.78%
$72.17 - $83.76 $1.29M - $1.5M
21.3K $1.62M
VHT
Vanguard Health Care ETF

ETFs
2.86K
+ 5.36%
$254.06 - $273.83 $727K - $784K
56.3K $14.9M
ED
Consolidated Edison Inc

Utilities
3.26K
+ 7.18%
$88.0 - $110.59 $287K - $360K
48.6K $5.38M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
32.7K
New
$38.99 - $40.37 $1.28M - $1.32M
32.7K $1.32M
YUM
Yum Brands Inc

Consumer Cyclical
5.46K
+ 28.09%
$123.25 - $162.53 $672K - $887K
24.9K $3.91M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
13.5K
+ 8.97%
$73.78 - $76.59 $994K - $1.03M
164K $12.5M
IAU
Ishares Gold Trust

ETFs
4.28K
+ 3.85%
$49.74 - $58.96 $213K - $252K
116K $6.81M
PRU
Prudential Financial Inc

Financial Services
12.6K
+ 81.54%
$105.04 - $122.33 $1.32M - $1.54M
28K $3.13M
BR
Broadridge Financial Solutions, Inc.

Technology
4.72K
+ 57.18%
$221.46 - $244.83 $1.05M - $1.16M
13K $3.15M
FOUR
Shift4 Payments, Inc.

Technology
15.5K
New
$81.71 - $125.66 $1.27M - $1.95M
15.5K $1.27M
NOC
Northrop Grumman Corp

Industrials
1.21K
+ 8.29%
$433.45 - $513.82 $524K - $621K
15.8K $8.08M
SMG
Scotts Miracle Gro CO

Basic Materials
22.3K
New
$54.76 - $77.7 $1.22M - $1.74M
22.3K $1.23M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
41.8K
+ 48.28%
$47.79 - $59.89 $2M - $2.5M
128K $6.44M
XLC
Select Sector Spdr Tr Communic

ETFs
13.4K
+ 5.2%
$94.84 - $105.31 $1.28M - $1.42M
272K $26.2M
LVS
Las Vegas Sands Corp

Consumer Cyclical
30.9K
New
$38.18 - $50.93 $1.18M - $1.58M
30.9K $1.19M
OEF
Ishares S&P 100 ETF

ETFs
4.48K
+ 211.77%
N/A
6.59K $1.75M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
55.3K
New
$20.2 - $22.24 $1.12M - $1.23M
55.3K $1.19M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
14.7K
+ 107.68%
$76.94 - $78.28 $1.13M - $1.15M
28.3K $2.21M
NMRK
Newmark Group, Inc.

Real Estate
94.1K
New
$11.84 - $14.69 $1.11M - $1.38M
94.1K $1.14M
OMC
Omnicom Group Inc.

Communication Services
14.5K
+ 70.71%
$79.43 - $88.34 $1.15M - $1.28M
34.9K $2.9M
RODM
Hartford Multifactor Developed

ETFs
16K
+ 6.54%
$28.07 - $31.56 $448K - $504K
260K $8.05M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.3K
+ 8.11%
$308.86 - $455.36 $711K - $1.05M
30.7K $10.8M
UNP
Union Pacific Corp

Industrials
1.64K
+ 1.98%
$225.21 - $254.42 $368K - $416K
84.1K $19.9M
SHEL
Shell PLC

Energy
10.5K
+ 38.07%
$62.84 - $73.29 $659K - $769K
38.1K $2.79M
SPOT
Spotify Technology S.A.

Communication Services
1.82K
+ 332.97%
$457.79 - $648.32 $832K - $1.18M
2.36K $1.3M
DUK
Duke Energy Corp

Utilities
4.78K
+ 14.43%
$105.87 - $121.97 $506K - $583K
37.9K $4.62M
EQIX
Equinix Inc

Real Estate
1.67K
+ 68.7%
$803.0 - $959.97 $1.34M - $1.6M
4.09K $3.34M
MDT
Medtronic PLC

Healthcare
6.67K
+ 14.94%
$79.84 - $94.5 $532K - $630K
51.3K $4.61M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
20.1K
+ 3.82%
$47.6 - $51.91 $957K - $1.04M
546K $26.4M
ONON
On Holding Ag

Consumer Cyclical
23.5K
New
$43.92 - $63.62 $1.03M - $1.49M
23.5K $1.03M
VTV
Vanguard Value ETF

ETFs
1.81K
+ 0.87%
$167.73 - $179.21 $304K - $325K
210K $36.3M
SAR
Saratoga Investment Corp.

Financial Services
35.1K
+ 37.0%
$23.35 - $26.0 $821K - $914K
130K $3.3M
XLP
Consumer Staples Sector Spdr

ETFs
13.5K
+ 84.89%
N/A
29.3K $2.23M
INTC
Intel Corp

Technology
19.6K
+ 9.1%
$19.1 - $27.39 $375K - $538K
236K $5.35M
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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