Lido Advisors, LLC Purchases in Q1 2025

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SSNC
Ss&C Technologies Holdings Inc

Technology
2.45K
New
$74.75 - $89.13 $183K - $219K
2.45K $204K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
2.06K
New
$98.43 - $98.88 $203K - $204K
2.06K $203K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
3.57K
New
$43.79 - $57.46 $156K - $205K
3.57K $203K
SRLN
Ssga Active Trust

ETFs
5.4K
+ 16.01%
$41.02 - $41.99 $221K - $227K
39.1K $1.61M
MPLX
Mplx LP

Energy
210
+ 0.63%
$47.88 - $54.65 $10.1K - $11.5K
33.8K $1.81M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.32K
+ 11.85%
$77.7 - $78.94 $180K - $183K
21.9K $1.73M
LYV
Live Nation Entertainment, Inc.

Communication Services
1.53K
New
$115.79 - $154.66 $178K - $237K
1.53K $200K
RRX
Regal Rexnord Corp

Industrials
1.76K
New
$113.85 - $167.1 $200K - $293K
1.76K $199K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
9.72K
New
N/A
9.72K $196K
SIZE
Ishares Msci Usa Size Factor E

ETFs
1.7K
+ 9.83%
$141.68 - $155.75 $241K - $265K
19K $2.77M
SR
Spire Inc

Utilities
29
+ 0.16%
$65.62 - $78.25 $1.9K - $2.27K
17.8K $1.39M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.49K
+ 8.21%
$56.17 - $59.71 $196K - $208K
46K $2.63M
SLV
I Shares Silver Trust

ETFs
1K
+ 3.12%
$26.93 - $31.32 $27K - $31.4K
33.1K $1.03M
LUV
Southwest Airlines CO

Industrials
5.4K
+ 30.28%
$28.18 - $34.84 $152K - $188K
23.2K $779K
WBD
Warner Bros. Discovery, Inc.

Communication Services
15.3K
+ 12.52%
$9.47 - $11.46 $145K - $175K
137K $1.47M
ETR
Entergy Corp

Utilities
611
+ 4.7%
$75.26 - $87.89 $46K - $53.7K
13.6K $1.16M
FPE
First Tr Pfd Secs & Income ETF

ETFs
10.1K
New
$17.53 - $17.87 $178K - $181K
10.1K $178K
AIQ
Global X Funds Global X Artifi

ETFs
5.15K
+ 90.99%
$36.38 - $42.77 $187K - $220K
10.8K $393K
UL
Unilever PLC

Consumer Defensive
2.24K
+ 15.58%
$54.72 - $60.29 $122K - $135K
16.6K $987K
HUM
Humana Inc

Healthcare
339
+ 4.56%
$249.11 - $303.11 $84.4K - $103K
7.78K $2.06M
BNL
Broadstone Net Lease, Inc.

Real Estate
5.63K
+ 10.38%
$15.2 - $17.25 $85.5K - $97K
59.8K $1.02M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.96K
+ 18.71%
$59.28 - $66.1 $116K - $130K
12.4K $790K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
266
+ 0.61%
$58.01 - $64.46 $15.4K - $17.1K
43.8K $2.72M
CM
Canadian Imperial Bank Of Commerce

Financial Services
3.2K
+ 83.95%
$55.05 - $64.52 $176K - $207K
7.01K $394K
AVUV
American Centy ETF Tr Avantis

ETFs
2.26K
+ 48.17%
$84.95 - $100.62 $192K - $227K
6.95K $605K
PCTY
Paylocity Holding Corp

Technology
1.18K
+ 20.72%
$183.21 - $217.86 $215K - $256K
6.85K $1.28M
HROW
Harrow Health, Inc.

Healthcare
8.33K
+ 74.78%
$22.22 - $36.67 $185K - $305K
19.5K $517K
ENB
Enbridge Inc

Energy
2.8K
+ 27.26%
$41.54 - $45.45 $116K - $127K
13.1K $579K
KSS
Kohls Corp

Consumer Cyclical
17.5K
New
$8.06 - $14.12 $141K - $248K
17.5K $143K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
4.9K
+ 38.68%
$21.64 - $23.93 $106K - $117K
17.6K $420K
LNTH
Lantheus Holdings, Inc.

Healthcare
170
+ 1.11%
$78.23 - $110.01 $13.3K - $18.7K
15.4K $1.51M
KHC
Kraft Heinz CO

Consumer Defensive
4.78K
+ 19.18%
$28.51 - $32.22 $136K - $154K
29.7K $903K
HIG
Hartford Financial Services Group, Inc.

Financial Services
498
+ 9.44%
$106.31 - $123.73 $52.9K - $61.6K
5.77K $714K
SNPS
Synopsys Inc

Technology
858
+ 20.96%
$428.58 - $551.54 $368K - $473K
4.95K $2.12M
PAYX
Paychex Inc

Industrials
221
+ 3.07%
$136.06 - $154.52 $30.1K - $34.1K
7.41K $1.14M
VPN
Global X Fds Data Ctr Reits &

ETFs
8.22K
+ 17.45%
N/A
55.3K $880K
SONY
Sony Group Corp

Technology
941
+ 3.7%
$19.88 - $25.64 $18.7K - $24.1K
26.4K $669K
ITW
Illinois Tool Works Inc

Industrials
1.28K
+ 3.8%
$244.9 - $274.48 $313K - $351K
34.9K $8.65M
MKC
Mccormick & CO Inc

Consumer Defensive
212
+ 1.2%
$71.24 - $84.73 $15.1K - $18K
17.9K $1.47M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
376
+ 2.82%
$69.81 - $78.9 $26.2K - $29.7K
13.7K $1.07M
EEMV
Ishares Msci Emerging Markets

ETFs
2.12K
+ 50.27%
$57.07 - $59.29 $121K - $126K
6.35K $370K
ZS
Zscaler, Inc.

Technology
132
+ 2.43%
$181.66 - $216.87 $24K - $28.6K
5.57K $1.11M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.46K
+ 19.02%
$51.45 - $58.51 $230K - $261K
27.9K $1.45M
SNOW
Snowflake Inc.

Technology
2.05K
+ 9.58%
$146.16 - $192.78 $300K - $395K
23.4K $3.43M
BAX
Baxter International Inc

Healthcare
1.78K
+ 14.84%
$29.26 - $36.57 $52K - $64.9K
13.7K $470K
COF
Capital One Financial Corp

Financial Services
618
+ 5.34%
$163.87 - $209.82 $101K - $130K
12.2K $2.19M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.19K
+ 7.73%
$79.17 - $82.04 $94.1K - $97.5K
16.6K $1.35M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
13.2K
New
$8.58 - $8.9 $114K - $118K
13.2K $116K
SE
Sea LTD

Consumer Cyclical
114
+ 2.8%
$104.87 - $146.31 $12K - $16.7K
4.19K $547K
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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