Lido Advisors, LLC Purchases in Q1 2025

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PSX
Phillips 66

Energy
1.27K
+ 2.73%
$113.93 - $131.55 $145K - $168K
48K $5.93M
XLK
Technology Sector Spdr

ETFs
18.2K
+ 15.0%
$206.38 - $242.18 $3.76M - $4.41M
140K $28.8M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
43.3K
New
$13.33 - $14.08 $577K - $609K
43.3K $600K
BLDR
Builders First Source, Inc.

Industrials
4.69K
New
$122.8 - $173.51 $575K - $813K
4.69K $585K
ALL
Allstate Corp

Financial Services
434
+ 1.27%
$180.99 - $210.18 $78.5K - $91.2K
34.5K $7.15M
MAR
Marriott International Inc

Consumer Cyclical
4.43K
+ 37.06%
$237.01 - $304.45 $1.05M - $1.35M
16.4K $3.9M
FISV
Fiserv Inc

Technology
4.53K
+ 15.55%
N/A
33.6K $4.21M
OKE
Oneok Inc

Energy
5.86K
+ 33.25%
$89.57 - $109.85 $525K - $644K
23.5K $2.33M
APG
A Pi Group Corp

Industrials
15.6K
New
$35.67 - $40.88 $558K - $639K
15.6K $559K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
10.9K
+ 16.04%
$42.18 - $45.16 $458K - $491K
78.7K $3.48M
FAST
Fastenal CO

Industrials
1.86K
+ 2.63%
$71.11 - $79.98 $132K - $148K
72.3K $5.6M
TRV
Travelers Companies, Inc.

Financial Services
1.41K
+ 21.23%
$232.43 - $265.13 $327K - $374K
8.05K $2.13M
XLRE
Select Sector Spdr Tr Real Est

ETFs
12.6K
New
$39.18 - $43.52 $493K - $548K
12.6K $526K
IWP
Ishares Russell Mid Cap Growth

ETFs
17.3K
+ 10.6%
$114.9 - $139.6 $1.98M - $2.41M
180K $21.2M
CELH
Celsius Holdings, Inc.

Consumer Defensive
14.6K
New
$21.28 - $35.62 $310K - $519K
14.6K $519K
BK
Bank Of New York Mellon Corp

Financial Services
3.3K
+ 9.59%
$75.42 - $88.95 $249K - $294K
37.7K $3.17M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5.08K
+ 22.01%
$100.32 - $100.76 $510K - $512K
28.2K $2.84M
LADR
Ladder Capital Corp

Real Estate
37.5K
+ 10.58%
$10.81 - $11.87 $405K - $445K
392K $4.47M
TTWO
Take Two Interactive Software Inc

Communication Services
2.43K
New
$178.61 - $217.95 $433K - $529K
2.43K $502K
KMB
Kimberly Clark Corp

Consumer Defensive
1.87K
+ 8.89%
$124.46 - $147.4 $233K - $276K
22.9K $3.26M
IWD
Ishares Russell 1000 Val ETF

ETFs
364
+ 0.26%
$182.82 - $196.21 $66.5K - $71.4K
143K $26.8M
PHM
Pultegroup Inc

Consumer Cyclical
5.03K
+ 168.03%
$101.09 - $118.51 $508K - $596K
8.02K $824K
BKR
Baker Hughes CO

Energy
10.2K
+ 100.42%
$41.16 - $48.85 $421K - $500K
20.4K $897K
AOS
Smith A O Corp

Industrials
7.77K
+ 73.45%
$65.16 - $72.69 $506K - $565K
18.4K $1.2M
VOX
Vanguard Communication Service

ETFs
6.4K
+ 8.88%
$147.73 - $169.24 $945K - $1.08M
78.4K $11.6M
KIE
Spdr S&P Insurance ETF

ETFs
2.86K
+ 3.79%
$54.24 - $60.81 $155K - $174K
78.2K $4.73M
DMLP
Dorchester Minerals, L.P.

Energy
15.7K
New
$29.17 - $34.68 $457K - $543K
15.7K $470K
IDEV
Ishares Core Msci Intl Develop

ETFs
5.76K
+ 35.08%
$63.77 - $71.36 $367K - $411K
22.2K $1.53M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.38K
New
$333.37 - $384.99 $460K - $531K
1.38K $461K
LUCD
Lucid Diagnostics Inc.

Healthcare
243K
+ 173.6%
$0.79 - $1.59 $192K - $386K
383K $570K
O
Realty Income Corp

Real Estate
4.84K
+ 12.44%
$51.67 - $58.49 $250K - $283K
43.7K $2.54M
AFL
Aflac Inc

Financial Services
1.17K
+ 2.8%
$100.99 - $111.19 $118K - $130K
43K $4.78M
UTG
Reaves Utility Income Fund

Financial Services
10.3K
+ 7.41%
$31.08 - $34.42 $320K - $355K
149K $4.86M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
9.54K
+ 115.69%
$44.72 - $46.25 $426K - $441K
17.8K $819K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
123
+ 0.06%
$30.38 - $34.94 $3.74K - $4.3K
207K $7.07M
PNQI
Invesco Nasdaq Internet ETF

ETFs
9.9K
New
$43.72 - $51.15 $433K - $506K
9.9K $436K
BROS
Dutch Bros Inc.

Consumer Cyclical
6.94K
New
$55.77 - $85.37 $387K - $593K
6.94K $428K
ARES
Ares Management Corp

Financial Services
3.36K
+ 132.13%
$140.19 - $198.28 $472K - $667K
5.91K $866K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
18K
+ 20.14%
$23.03 - $23.17 $415K - $417K
107K $2.48M
USFR
Wisdomtree Floating Rate Treas

ETFs
7.85K
+ 0.52%
$50.29 - $50.5 $395K - $397K
1.52M $76.3M
EMB
Ishares Tr

ETFs
4.49K
New
$88.64 - $92.03 $398K - $413K
4.49K $406K
PPA
Invesco Exchange Traded Fd Tr

ETFs
3.44K
New
$113.59 - $123.29 $391K - $424K
3.44K $401K
VEEV
Veeva Systems Inc

Healthcare
1.56K
+ 84.33%
$210.58 - $246.8 $329K - $385K
3.41K $790K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
7.69K
New
$42.3 - $53.69 $325K - $413K
7.69K $400K
INTU
Intuit Inc

Technology
1.35K
+ 4.55%
$555.63 - $630.23 $750K - $850K
31K $19M
STWD
Starwood Property Trust, Inc.

Real Estate
14.5K
+ 10.6%
$18.41 - $20.53 $266K - $297K
151K $2.98M
TFLO
Ishares Treasury Floating Rate

ETFs
7.87K
New
$50.48 - $50.68 $397K - $399K
7.87K $398K
CASY
Caseys General Stores Inc

Consumer Cyclical
904
New
$378.71 - $442.54 $342K - $400K
904 $392K
FNDF
Schwab Fundamental Intl Large

ETFs
7.87K
+ 21.87%
$32.9 - $37.45 $259K - $295K
43.9K $1.58M
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
Track This Portfolio

Track Lido Advisors, LLC Portfolio

Follow Lido Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lido Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lido Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email