Lido Advisors, LLC Purchases in Q1 2025

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PHG
Koninklijke Philips Nv

Healthcare
11K
New
$24.92 - $28.61 $275K - $315K
11K $279K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.9K
+ 4.26%
$50.39 - $50.66 $247K - $248K
120K $6.07M
DOV
Dover Corp

Industrials
1.91K
+ 38.84%
$174.65 - $206.43 $334K - $394K
6.83K $1.2M
UBS
Ubs Group Ag

Financial Services
9.04K
New
$30.28 - $35.78 $274K - $324K
9.04K $276K
PSA
Public Storage

Real Estate
914
+ 21.27%
$288.99 - $313.98 $264K - $287K
5.21K $1.56M
VICI
Vici Properties Inc.

Real Estate
6.99K
+ 53.67%
$28.21 - $32.68 $197K - $228K
20K $652K
D
Dominion Energy, Inc

Utilities
3.78K
+ 14.05%
$52.85 - $57.43 $200K - $217K
30.7K $1.72M
EFV
Msci Eafe Value ETF

ETFs
3.28K
+ 28.08%
$51.88 - $60.73 $170K - $199K
15K $881K
FCOM
Fidelity Covington Tr Msci Com

ETFs
78.8K
+ 4.61%
$55.97 - $64.13 $4.41M - $5.05M
1.79M $101M
CTVA
Corteva, Inc.

Basic Materials
2.32K
+ 11.55%
$55.94 - $66.15 $130K - $153K
22.4K $1.41M
SAP
Sap Se

Technology
586
+ 12.24%
$241.4 - $293.69 $141K - $172K
5.38K $1.44M
FNDC
Schwab Fundamental Intl Small

ETFs
7.23K
New
$33.34 - $37.44 $241K - $271K
7.23K $261K
EXPD
Expeditors International Of Washington Inc

Industrials
846
+ 5.16%
$109.09 - $126.48 $92.3K - $107K
17.2K $2.07M
IYG
Ishares Tr

ETFs
3.22K
New
$74.6 - $84.81 $240K - $273K
3.22K $252K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
8.27K
+ 13.61%
$20.96 - $23.51 $173K - $194K
69K $1.55M
KBE
Spdr S&P Bank ETF

ETFs
4.72K
New
$51.28 - $59.92 $242K - $283K
4.72K $249K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
12K
+ 20.6%
$40.03 - $46.81 $481K - $562K
70.3K $2.87M
TWIN
Twin Disc Inc

Industrials
32.4K
New
$7.51 - $11.6 $244K - $376K
32.4K $245K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
10.6K
+ 36.8%
$23.19 - $23.5 $245K - $249K
39.3K $912K
SPXS
Direxion Shs ETF Tr Daily S&P

ETFs
28.6K
+ 63.15%
$5.57 - $7.6 $159K - $217K
73.9K $526K
SUN
Sunoco LP

Energy
4.15K
New
$51.29 - $59.25 $213K - $246K
4.15K $241K
URA
Global X Uranium ETF

ETFs
10.5K
New
$22.92 - $30.98 $240K - $325K
10.5K $240K
SCHR
Schwab Intermediate Term Us Tr

ETFs
9.61K
New
$24.05 - $24.86 $231K - $239K
9.61K $238K
NUE
Nucor Corp

Basic Materials
1.85K
+ 45.66%
$114.48 - $142.52 $211K - $263K
5.89K $708K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4.68K
New
$47.08 - $50.67 $220K - $237K
4.68K $234K
MUST
Columbia ETF Tr I Multi Sector

ETFs
11.5K
New
$20.08 - $20.62 $231K - $237K
11.5K $231K
DFAE
Dimensional ETF Tr

ETFs
8.9K
New
$24.64 - $26.86 $219K - $239K
8.9K $230K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
2.39K
New
$93.57 - $120.35 $224K - $288K
2.39K $228K
DJP
Barclays Bank PLC

ETFs
7K
+ 25.54%
N/A
34.4K $1.11M
DASH
Door Dash, Inc.

Communication Services
508
+ 5.76%
$168.37 - $213.38 $85.5K - $108K
9.32K $1.7M
SWK
Stanley Black & Decker, Inc.

Industrials
2.91K
New
$76.43 - $90.41 $223K - $263K
2.91K $223K
RELX
Relx PLC

Communication Services
2.75K
+ 16.24%
$45.34 - $51.91 $125K - $143K
19.7K $991K
PRIM
Primoris Services Corp

Industrials
3.89K
New
$57.27 - $89.03 $223K - $346K
3.89K $223K
PENN
Penn National Gaming Inc

Consumer Cyclical
13.6K
New
$16.23 - $22.73 $221K - $310K
13.6K $222K
PIPR
Piper Sandler Companies

Financial Services
1.78K
+ 42.58%
$244.29 - $323.68 $435K - $577K
5.97K $1.48M
GABC
German American Bancorp, Inc.

Financial Services
5.86K
New
$37.21 - $41.71 $218K - $244K
5.86K $219K
MMI
Marcus & Millichap, Inc.

Real Estate
6.32K
New
$33.94 - $39.48 $214K - $249K
6.32K $217K
SPMD
Spdr Portfolio

ETFs
4.25K
New
$50.21 - $57.73 $213K - $245K
4.25K $217K
ITA
Ishares Tr

ETFs
351
+ 1.68%
$144.84 - $159.5 $50.8K - $56K
21.3K $3.25M
PYPL
Pay Pal Holdings, Inc.

Financial Services
12.5K
+ 41.99%
$65.15 - $91.81 $812K - $1.14M
42.2K $2.75M
TSCO
Tractor Supply CO

Consumer Cyclical
62
+ 0.06%
$51.66 - $57.94 $3.2K - $3.59K
104K $5.72M
ET
Energy Transfer LP

Energy
28.7K
+ 8.94%
$17.26 - $21.08 $495K - $604K
349K $6.5M
GLDM
World Gold Trust

ETFs
2.79K
+ 71.25%
$52.19 - $61.89 $146K - $173K
6.71K $415K
TRU
Trans Union

Industrials
2.55K
New
$80.45 - $100.25 $205K - $256K
2.55K $211K
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.98K
+ 79.64%
$58.81 - $68.2 $234K - $272K
8.98K $536K
SJM
J M Smucker CO

Consumer Defensive
1.23K
+ 15.56%
$100.41 - $118.41 $123K - $145K
9.11K $1.08M
DCI
Donaldson CO Inc

Industrials
3.12K
New
$66.51 - $72.28 $207K - $225K
3.12K $209K
MGC
Vanguard Mega Cap ETF

ETFs
1.04K
New
$199.2 - $222.69 $207K - $232K
1.04K $209K
EQT
Eqt Corp

Energy
3.85K
New
$46.16 - $54.25 $178K - $209K
3.85K $205K
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