Lido Advisors, LLC Incresed Positions in Q3 2024

Lido Advisors, LLC

  • $20.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
13.5M
+ 35.08%
$19.2 - $19.63 $259M - $265M
52M $1.02B
TRV
Travelers Companies, Inc.

Financial Services
919K
+ 17795.32%
$201.87 - $242.35 $186M - $223M
925K $216M
QQQ
Invesco Qqq Trust, Series 1

ETFs
238K
+ 123.67%
$434.77 - $502.96 $103M - $120M
430K $210M
AAPL
Apple Inc.

Technology
193K
+ 6.94%
$207.23 - $234.82 $39.9M - $45.2M
2.97M $691M
SPY
Spdr S&P 500 ETF Trust

ETFs
67K
+ 3.26%
$517.38 - $573.86 $34.6M - $38.4M
2.12M $1.22B
RTX
Raytheon Technologies Corp

Industrials
645K
+ 463.23%
$99.55 - $123.34 $64.2M - $79.5M
784K $95M
IVE
Ishares S&P 500 Value ETF

ETFs
341K
+ 54.57%
$181.06 - $197.17 $61.7M - $67.2M
966K $190M
META
Meta Platforms, Inc.

Communication Services
74.3K
+ 64.92%
$453.41 - $572.44 $33.7M - $42.5M
189K $108M
NVDA
Nvidia Corp

Technology
357K
+ 11.96%
$98.91 - $134.91 $35.3M - $48.1M
3.34M $405M
TGT
Target Corp

Consumer Defensive
190K
+ 112.88%
$133.47 - $159.25 $25.3M - $30.2M
358K $55.8M
MSFT
Microsoft Corp

Technology
97.4K
+ 10.93%
$395.15 - $467.56 $38.5M - $45.6M
989K $425M
VTI
Vanguard Total Stock Market Et

ETFs
65.2K
+ 19.33%
$255.18 - $283.2 $16.6M - $18.5M
403K $114M
TSLA
Tesla, Inc.

Consumer Cyclical
33.5K
+ 14.32%
$191.76 - $263.26 $6.42M - $8.81M
267K $69.9M
XLU
Utilities Sector Spdr

ETFs
241K
+ 1211.14%
$67.67 - $80.78 $16.3M - $19.4M
260K $21M
LAD
Lithia Motors Inc

Consumer Cyclical
43.2K
+ 77.15%
$243.05 - $320.83 $10.5M - $13.9M
99.2K $31.5M
FDIS
Fidelity Covington Tr Msci Con

ETFs
74.3K
+ 5.77%
$75.81 - $88.73 $5.63M - $6.59M
1.36M $120M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
58.8K
+ 3.17%
$152.9 - $180.39 $8.99M - $10.6M
1.91M $334M
PLTR
Palantir Technologies Inc.

Technology
395K
+ 1456.52%
$24.09 - $37.95 $9.52M - $15M
422K $15.7M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
118K
+ 1799.15%
$97.66 - $119.74 $11.5M - $14.2M
125K $14M
ABBV
Abb Vie Inc.

Healthcare
21.3K
+ 6.83%
$163.84 - $199.33 $3.5M - $4.25M
334K $66M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
631K
+ 460.4%
$18.12 - $18.92 $11.4M - $11.9M
768K $14.4M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
464K
+ 50.37%
$23.63 - $24.42 $11M - $11.3M
1.39M $33.8M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
458K
+ 44.04%
$24.78 - $25.11 $11.3M - $11.5M
1.5M $37.6M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
473K
+ 50.68%
$23.75 - $23.75 $11.2M - $11.2M
1.41M $33.4M
PR
Permian Resources Corporation

Energy
833K
+ 1138.46%
$12.9 - $16.79 $10.7M - $14M
906K $12.3M
ISRG
Intuitive Surgical Inc

Healthcare
17.9K
+ 35.1%
$416.14 - $494.01 $7.44M - $8.83M
68.8K $33.8M
AVGO
Broadcom Inc.

Technology
386K
+ 994.12%
$136.27 - $1745.86 $52.6M - $674M
425K $73.3M
HD
Home Depot, Inc.

Consumer Cyclical
5.93K
+ 4.38%
$333.64 - $405.2 $1.98M - $2.4M
141K $57.2M
AXP
American Express CO

Financial Services
33.4K
+ 96.02%
$225.92 - $271.17 $7.54M - $9.05M
68.1K $18.5M
UNH
Unitedhealth Group Inc

Healthcare
2.1K
+ 1.76%
$488.01 - $604.18 $1.02M - $1.27M
121K $71M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.08K
+ 1.2%
$405.19 - $478.57 $843K - $995K
175K $80.7M
LOW
Lowes Companies Inc

Consumer Cyclical
33.4K
+ 152.18%
$213.3 - $270.78 $7.13M - $9.05M
55.4K $15M
GLW
Corning Inc

Technology
203K
+ 129.93%
$37.76 - $46.2 $7.65M - $9.37M
359K $16.2M
KKR
Kkr & Co. Inc.

Financial Services
74K
+ 914.67%
$104.51 - $133.23 $7.73M - $9.85M
82K $10.7M
MO
Altria Group, Inc.

Consumer Defensive
97.5K
+ 11.42%
$45.95 - $54.71 $4.48M - $5.33M
951K $48.5M
NVR
Nvr Inc

Consumer Cyclical
973
+ 2780.0%
$7421.51 - $9811.8 $7.22M - $9.55M
1.01K $9.89M
BX
Blackstone Inc.

Financial Services
12.3K
+ 4.76%
$120.77 - $159.66 $1.49M - $1.97M
271K $41.6M
GD
General Dynamics Corp

Industrials
28.1K
+ 47.17%
$279.51 - $308.09 $7.86M - $8.66M
87.7K $26.5M
BKNG
Booking Holdings Inc.

Consumer Cyclical
2.12K
+ 231.26%
$3305.62 - $4268.05 $7.02M - $9.06M
3.04K $12.8M
ANET
Arista Networks, Inc.

Technology
22.6K
+ 225.3%
$311.42 - $388.21 $7.04M - $8.77M
32.6K $12.5M
AMP
Ameriprise Financial Inc

Financial Services
17.9K
+ 269.07%
$391.53 - $469.81 $7.01M - $8.41M
24.5K $11.5M
TRMB
Trimble Inc.

Technology
137K
+ 598.82%
$49.82 - $62.06 $6.85M - $8.53M
160K $9.96M
SYK
Stryker Corp

Healthcare
22.1K
+ 79.92%
$315.94 - $371.96 $6.99M - $8.23M
49.8K $18M
VGT
Vanguard Information Technolog

ETFs
13.2K
+ 21.75%
$514.43 - $606.85 $6.8M - $8.03M
74.1K $43.4M
AMZN
Amazon Com Inc

Consumer Cyclical
75.1K
+ 9.16%
$161.02 - $200.0 $12.1M - $15M
895K $167M
FREL
Fidelity Covington Tr Msci Rea

ETFs
125K
+ 12.06%
$25.07 - $29.94 $3.13M - $3.74M
1.16M $34.2M
CDW
Cdw Corp

Technology
33.8K
+ 372.25%
$206.67 - $239.84 $6.98M - $8.1M
42.8K $9.69M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
263K
+ 52.5%
$24.62 - $25.59 $6.49M - $6.74M
765K $19.5M
CL
Colgate Palmolive CO

Consumer Defensive
65K
+ 139.02%
$95.54 - $108.77 $6.21M - $7.07M
112K $11.6M
Activity Summary
Buys All Purchases 676 New Holdings 131 Increased Positions 545 Sells All Sells 488 Reductions 488 Sold out 0 Options Calls 27 Puts 72
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