Lido Advisors, LLC Incresed Positions in Q1 2025

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
3.72M
+ 137.55%
$551.42 - $612.93 $2.05B - $2.28B
6.43M $3.6B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
28.7M
+ 5880.28%
$19.43 - $19.62 $557M - $562M
29.1M $571M
IVE
Ishares S&P 500 Value ETF

ETFs
263K
+ 18.57%
$185.78 - $198.58 $48.8M - $52.2M
1.68M $320M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
2.12M
+ 57.26%
$18.18 - $18.58 $38.6M - $39.4M
5.83M $108M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
347K
+ 115.34%
$81.83 - $82.73 $28.4M - $28.7M
647K $53.6M
LLY
Eli Lilly & CO

Healthcare
29.5K
+ 47.16%
$725.72 - $929.72 $21.4M - $27.5M
92.2K $76.1M
MSFT
Microsoft Corp

Technology
206K
+ 18.87%
$375.39 - $447.2 $77.5M - $92.3M
1.3M $488M
COST
Costco Wholesale Corp

Consumer Defensive
25.4K
+ 59.83%
$890.62 - $1076.86 $22.6M - $27.3M
67.8K $64.1M
XOM
Exxon Mobil Corp

Energy
165K
+ 35.74%
$105.44 - $118.93 $17.4M - $19.6M
625K $74.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
16.6K
+ 8.62%
$442.66 - $534.52 $7.33M - $8.85M
209K $111M
MTG
Mgic Investment Corp

Financial Services
909K
+ 3886.43%
$22.56 - $25.71 $20.5M - $23.4M
932K $23.1M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
823K
+ 42.71%
$23.9 - $24.18 $19.7M - $19.9M
2.75M $66.5M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
795K
+ 43.13%
$25.05 - $25.16 $19.9M - $20M
2.64M $66.4M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
824K
+ 42.63%
N/A
2.76M $65.4M
ABBV
Abb Vie Inc.

Healthcare
36.5K
+ 10.54%
$169.2 - $216.66 $6.18M - $7.92M
383K $80.3M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
699K
+ 59.63%
$24.79 - $25.26 $17.3M - $17.6M
1.87M $47.2M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
222K
+ 9.65%
$66.3 - $74.17 $14.7M - $16.5M
2.53M $176M
V
Visa Inc.

Financial Services
34.3K
+ 25.19%
$306.92 - $362.71 $10.5M - $12.4M
170K $59.7M
XLY
Select Sector Spdr Consumer Di

ETFs
88.7K
+ 287.54%
$192.6 - $233.2 $17.1M - $20.7M
120K $23.6M
META
Meta Platforms, Inc.

Communication Services
32.4K
+ 17.08%
$576.36 - $736.67 $18.7M - $23.9M
222K $128M
WMT
Walmart Inc.

Consumer Defensive
184K
+ 49.31%
$84.5 - $105.05 $15.6M - $19.4M
558K $49M
UNH
Unitedhealth Group Inc

Healthcare
20.8K
+ 14.07%
$461.52 - $548.18 $9.6M - $11.4M
169K $88.3M
GLD
Spdr Gold Trust

ETFs
6.01K
+ 2.55%
$243.19 - $288.14 $1.46M - $1.73M
242K $69.7M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
477K
+ 0.76%
$19.42 - $19.54 $9.27M - $9.33M
63.1M $1.23B
JNJ
Johnson & Johnson

Healthcare
35.9K
+ 12.92%
$142.06 - $167.7 $5.09M - $6.01M
313K $52M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
58.1K
+ 145.16%
$196.12 - $229.48 $11.4M - $13.3M
98.1K $19.8M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
143K
+ 79.62%
$79.96 - $87.71 $11.5M - $12.6M
323K $26.6M
FSTA
Fidelity Covington Tr Msci Con

ETFs
178K
+ 15.45%
$48.3 - $52.85 $8.61M - $9.42M
1.33M $68.1M
MCD
Mcdonalds Corp

Consumer Cyclical
32.1K
+ 68.93%
$279.74 - $321.29 $8.97M - $10.3M
78.6K $24.6M
NFLX
Netflix Inc

Communication Services
8.39K
+ 12.26%
$828.4 - $1058.6 $6.95M - $8.88M
76.9K $71.7M
MA
Mastercard Inc

Financial Services
15.7K
+ 23.07%
$504.67 - $576.31 $7.91M - $9.04M
83.7K $45.9M
MS
Morgan Stanley

Financial Services
91.8K
+ 121.65%
$111.68 - $141.08 $10.3M - $13M
167K $19.5M
IWX
Ishares Tr Russell 200 Value E

ETFs
80.2K
+ 8.39%
$78.54 - $84.86 $6.3M - $6.8M
1.04M $85.2M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
179K
+ 160.03%
$50.72 - $50.92 $9.06M - $9.1M
290K $14.8M
AMZN
Amazon Com Inc

Consumer Cyclical
206K
+ 19.91%
$190.26 - $242.06 $39.2M - $49.9M
1.24M $236M
PWR
Quanta Services, Inc.

Industrials
36.5K
+ 714.86%
$236.71 - $358.03 $8.64M - $13.1M
41.6K $10.6M
HYG
Ishares Tr

ETFs
113K
+ 738.81%
$78.51 - $80.11 $8.88M - $9.06M
128K $10.1M
XLU
Utilities Sector Spdr

ETFs
101K
+ 37.32%
$74.7 - $80.27 $7.57M - $8.14M
373K $29.4M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
372K
+ 56.22%
$22.61 - $23.14 $8.42M - $8.61M
1.03M $23.9M
TLT
Ishares Barclays 20+ Year Trea

ETFs
90.4K
+ 2233.09%
$85.29 - $92.57 $7.71M - $8.36M
94.4K $8.59M
PR
Permian Resources Corporation

Energy
603K
+ 79.38%
$12.33 - $16.0 $7.43M - $9.64M
1.36M $18.9M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
271K
+ 123.44%
$28.55 - $29.09 $7.74M - $7.89M
491K $14.2M
MCK
Mckesson Corp

Healthcare
2.53K
+ 4.28%
$566.21 - $672.99 $1.43M - $1.7M
61.6K $41.5M
ORCL
Oracle Corp

Technology
79.7K
+ 59.46%
$139.81 - $186.47 $11.1M - $14.9M
214K $29.9M
NVDA
Nvidia Corp

Technology
874K
+ 25.97%
$106.98 - $149.43 $93.5M - $131M
4.24M $459M
DE
Deere & CO

Industrials
12K
+ 29.87%
$408.57 - $509.27 $4.92M - $6.13M
52.3K $24.6M
IEFA
Ishares Tr

ETFs
94.3K
+ 164.15%
$69.57 - $78.65 $6.56M - $7.42M
152K $11.5M
AMT
American Tower Corp

Real Estate
12.3K
+ 10.54%
$173.46 - $217.6 $2.14M - $2.68M
129K $28.1M
AXP
American Express CO

Financial Services
29.5K
+ 48.43%
$255.39 - $325.87 $7.54M - $9.63M
90.5K $24.4M
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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