Lido Advisors, LLC Purchases in Q1 2025

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.89K
+ 81.85%
$634.14 - $744.83 $1.2M - $1.41M
4.21K $2.67M
ADSK
Autodesk, Inc.

Technology
4.13K
+ 26.86%
N/A
19.5K $4.79M
HEI
Heico Corp

Industrials
3.69K
New
$219.6 - $270.85 $810K - $999K
3.69K $985K
VMC
Vulcan Materials CO

Basic Materials
4.25K
+ 295.14%
$220.9 - $277.54 $938K - $1.18M
5.69K $1.33M
APO
Apollo Global Management, Inc.

Financial Services
7.74K
+ 164.18%
$126.01 - $172.06 $975K - $1.33M
12.4K $1.7M
CTAS
Cintas Corp

Industrials
2.47K
+ 13.85%
$182.09 - $208.14 $449K - $513K
20.3K $4.17M
CMF
Ishares California Muni Bond E

ETFs
16.3K
+ 278.04%
$55.93 - $57.47 $913K - $939K
22.2K $1.25M
MGV
Vanguard Mega Cap Value

ETFs
6.84K
+ 102.09%
$123.61 - $133.01 $845K - $909K
13.5K $1.74M
BMI
Badger Meter Inc

Technology
4.72K
New
$189.49 - $221.51 $895K - $1.05M
4.72K $898K
GD
General Dynamics Corp

Industrials
924
+ 1.33%
$241.94 - $272.58 $224K - $252K
70.6K $19.2M
PODD
Insulet Corp

Healthcare
3.36K
New
$237.06 - $288.29 $796K - $968K
3.36K $881K
EW
Edwards Lifesciences Corp

Healthcare
12.3K
+ 62.81%
$67.95 - $76.19 $838K - $940K
32K $2.32M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.56K
+ 5.86%
$74.85 - $84.89 $341K - $387K
82.3K $6.73M
RSG
Republic Services, Inc.

Industrials
1.69K
+ 15.89%
$200.09 - $242.16 $339K - $410K
12.3K $2.99M
GBDC
Golub Capital Bdc, Inc.

Financial Services
55.8K
+ 26.01%
$14.46 - $15.96 $807K - $891K
270K $4.09M
PEP
Pepsico Inc

Consumer Defensive
6.83K
+ 7.69%
$142.64 - $156.42 $974K - $1.07M
95.6K $14.3M
WM
Waste Management Inc

Industrials
963
+ 4.79%
$200.54 - $233.78 $193K - $225K
21.1K $4.88M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
19.1K
+ 17.97%
$36.46 - $39.9 $695K - $760K
125K $4.79M
HRI
Herc Holdings Inc

Industrials
5.99K
New
$122.25 - $211.06 $733K - $1.26M
5.99K $804K
FTNT
Fortinet, Inc.

Technology
7.81K
+ 46.87%
$92.49 - $114.57 $722K - $895K
24.5K $2.36M
TW
Tradeweb Markets Inc.

Financial Services
5.24K
New
$123.42 - $148.46 $647K - $779K
5.24K $778K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
15.2K
New
$50.87 - $51.09 $773K - $777K
15.2K $775K
IT
Gartner Inc

Technology
2K
+ 174.26%
$418.25 - $548.38 $838K - $1.1M
3.15K $1.32M
WMB
Williams Companies, Inc.

Energy
9.03K
+ 22.85%
$54.02 - $61.09 $488K - $552K
48.5K $2.9M
SQ
Block, Inc.

Technology
15.5K
+ 318.54%
$54.04 - $92.95 $840K - $1.45M
20.4K $1.17M
WEC
Wec Energy Group, Inc.

Utilities
4.36K
+ 24.03%
$92.12 - $108.98 $402K - $475K
22.5K $2.45M
EPD
Enterprise Products Partners L.P.

Energy
5.62K
+ 2.86%
$31.75 - $34.14 $178K - $192K
202K $6.9M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
14.3K
+ 48.19%
$68.07 - $78.99 $970K - $1.13M
43.8K $2.98M
CBOE
Cboe Global Markets, Inc.

Financial Services
34
+ 0.15%
$190.84 - $226.29 $6.49K - $7.69K
23.3K $5.28M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.04K
+ 17.32%
$275.89 - $345.24 $286K - $358K
7.02K $2.42M
TECK
Teck Resources LTD

Basic Materials
19.6K
New
$36.43 - $43.86 $714K - $859K
19.6K $713K
BMY
Bristol Myers Squibb CO

Healthcare
3.38K
+ 3.02%
$53.9 - $63.11 $182K - $213K
115K $7.03M
HOOD
Robinhood Markets, Inc.

Technology
15.8K
+ 220.18%
$35.63 - $65.28 $564K - $1.03M
23K $957K
HDV
Ishares Core High Dividend ETF

ETFs
244
+ 0.33%
$110.86 - $121.12 $27K - $29.6K
74.2K $8.99M
IAI
Ishares Tr Us Broker Dealers &

ETFs
4.84K
New
$134.68 - $159.3 $652K - $772K
4.84K $678K
PFE
Pfizer Inc

Healthcare
41.7K
+ 12.43%
$25.01 - $27.13 $1.04M - $1.13M
377K $9.56M
FSLR
First Solar, Inc.

Technology
8.27K
+ 106.11%
$126.34 - $197.73 $1.04M - $1.64M
16.1K $2.03M
VV
Vanguard Large Cap ETF

ETFs
3.34K
+ 20.56%
$253.32 - $282.66 $845K - $943K
19.6K $5.03M
CSGP
Costar Group, Inc.

Real Estate
8.15K
New
$69.29 - $80.37 $565K - $655K
8.15K $645K
BSCV
Invesco ETF Self Indexed Fd Tr
39.6K
New
$15.87 - $16.38 $628K - $648K
39.6K $645K
ISRG
Intuitive Surgical Inc

Healthcare
4.16K
+ 7.84%
$476.63 - $610.45 $1.98M - $2.54M
57.3K $28.4M
CORT
Corcept Therapeutics Inc

Healthcare
5.6K
New
$49.85 - $114.22 $279K - $640K
5.6K $639K
XJR
Ishares Tresg Screened S&P Sma

ETFs
17K
New
$36.7 - $42.78 $623K - $727K
17K $639K
ELV
Elevance Health, Inc.

Healthcare
805
+ 18.51%
$365.9 - $436.25 $295K - $351K
5.15K $2.24M
VIS
Vanguard Industrial ETF

ETFs
3.91K
+ 7.9%
$243.63 - $273.99 $952K - $1.07M
53.4K $13.2M
SPSB
Spdr Portfolio Short Term Corp

ETFs
20.6K
+ 81.64%
$29.82 - $30.1 $614K - $620K
45.8K $1.38M
HUBS
Hubspot Inc

Technology
1.52K
+ 76.92%
$571.29 - $819.71 $868K - $1.25M
3.5K $2M
EXC
Exelon Corp

Utilities
8.41K
+ 30.5%
$37.3 - $46.08 $314K - $387K
36K $1.66M
GL
Globe Life Inc.

Financial Services
128
+ 0.43%
$111.2 - $131.72 $14.2K - $16.9K
29.6K $3.89M
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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