Lido Advisors, LLC Incresed Positions in Q1 2025

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EMLP
First Tr Exchange Traded Iv

ETFs
6
+ 0.05%
$35.79 - $38.28 $215 - $230
12K $451K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
449
+ 4.37%
$21.48 - $22.98 $9.64K - $10.3K
10.7K $241K
SUB
Ishares Short Term National Mu

ETFs
184
+ 2.41%
$105.3 - $106.24 $19.4K - $19.5K
7.81K $825K
IFGL
Ishares International Develope

ETFs
89
+ 0.22%
$18.76 - $20.18 $1.67K - $1.8K
40.7K $803K
DX
Dynex Capital Inc

Real Estate
2
+ 0.0%
$12.18 - $14.42 $24.4 - $28.8
52.1K $678K
MFG
Mizuho Financial Group Inc

Financial Services
540
+ 2.02%
$4.83 - $6.04 $2.61K - $3.26K
27.3K $150K
HEFA
Ishares Currency Hedged Msci E

ETFs
208
+ 3.29%
$34.83 - $37.52 $7.24K - $7.8K
6.53K $237K
HTBK
Heritage Commerce Corp

Financial Services
34
+ 0.03%
$8.75 - $10.75 $298 - $366
118K $1.13M
CWB
Spdr Bloomberg Convertible Sec

ETFs
266
+ 7.56%
$75.99 - $81.58 $20.2K - $21.7K
3.78K $289K
GNL
Global Net Lease, Inc.

Real Estate
59
+ 0.31%
$6.91 - $8.26 $408 - $487
18.9K $152K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
197
+ 234.52%
$68.37 - $87.97 $13.5K - $17.3K
281 $19K
LPLA
Lpl Financial Holdings Inc.

Financial Services
35
+ 2.01%
$308.87 - $383.33 $10.8K - $13.4K
1.77K $580K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
28
+ 0.11%
$17.95 - $18.89 $503 - $529
24.6K $452K
ALLY
Ally Financial Inc.

Financial Services
186
+ 2.88%
$32.99 - $40.09 $6.14K - $7.46K
6.64K $242K
NSIT
Insight Enterprises Inc

Technology
93
+ 4.75%
$149.36 - $174.13 $13.9K - $16.2K
2.05K $307K
NTRS
Northern Trust Corp

Financial Services
190
+ 7.74%
$96.09 - $113.81 $18.3K - $21.6K
2.65K $260K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
463
+ 1.04%
$10.13 - $10.52 $4.69K - $4.87K
44.9K $461K
NMR
Nomura Holdings Inc

Financial Services
483
+ 3.2%
$5.56 - $6.98 $2.69K - $3.37K
15.6K $95K
VRT
Vertiv Holdings CO

Industrials
88
+ 2.72%
N/A
3.33K $288K
SCI
Service Corp International

Consumer Cyclical
66
+ 1.71%
$75.99 - $84.16 $5.02K - $5.55K
3.92K $314K
ILCV
Ishares Morningstar Value ETF

ETFs
31
+ 0.32%
$79.37 - $85.24 $2.46K - $2.64K
9.85K $801K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.37K
+ 1.08%
$65.27 - $71.18 $155K - $169K
222K $14.7M
AOA
Ishares Tr Core Aggressive All

ETFs
97
+ 1.16%
$75.7 - $80.01 $7.34K - $7.76K
8.44K $645K
PAVE
Global X Fds Us Infrastructure

ETFs
2.7K
+ 7.43%
$37.31 - $43.82 $101K - $118K
39K $1.47M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
22
+ 0.22%
$21.16 - $21.77 $466 - $479
9.96K $216K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
148
+ 1.64%
N/A
9.16K $288K
VERU
Veru Inc.

Healthcare
11.9K
+ 97.43%
$0.45 - $1.28 $5.33K - $15.2K
24K $11K
AVB
Avalonbay Communities Inc

Real Estate
78
+ 3.12%
$207.86 - $228.08 $16.2K - $17.8K
2.58K $553K
PCAR
Paccar Inc

Industrials
920
+ 7.07%
$96.91 - $112.51 $89.2K - $104K
13.9K $1.36M
OHI
Omega Healthcare Investors Inc

Real Estate
25
+ 0.32%
$35.7 - $38.33 $893 - $958
7.96K $303K
RE
Everest Re Group LTD

Financial Services
5
+ 0.79%
N/A
636 $235K
BRP
Brp Group, Inc.

Financial Services
51
+ 0.51%
N/A
10.1K $404K
AWI
Armstrong World Industries Inc

Industrials
17
+ 0.74%
$136.0 - $154.19 $2.31K - $2.62K
2.3K $324K
Trisalus Life Sciences Inc
173
+ 1.23%
N/A
14.2K $0
Ishares Tr
24.6K
+ 16.1%
N/A
178K $0
Arista Networks Inc
34K
+ 30.15%
N/A
147K $0
Simplify Exchange Traded Fun
3.25K
+ 65.34%
N/A
8.23K $0
Fidelity Covington Trust
2.65K
+ 23.07%
N/A
14.1K $0
EWRE
Invesco S&P 500 Equal Weight R

ETFs
1.06K
+ 9.62%
N/A
12K $0
XTWY
Bondbloxx ETF Tr Bloomberg 20
7.01K
+ 24.01%
N/A
36.2K $0
Fidelity Covington Trust
502
+ 2.79%
N/A
18.5K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
4.9K
+ 4.54%
N/A
113K $0
Brookfield Corp
6
+ 0.03%
N/A
17.1K $0
BFB
Brown Forman Corp Cl B
3.52K
+ 32.11%
N/A
14.5K $0
Veralto Corp
12K
+ 117.8%
N/A
22.2K $0
Blackrock ETF Trust Ii
76
+ 1.68%
N/A
4.61K $0
Grayscale Bitcoin Mini Tr Et
978
+ 4.37%
N/A
23.3K $0
Fidelity Covington Trust
2.7K
+ 4.0%
N/A
70.2K $0
Astera Labs Inc
1.9K
+ 13.55%
N/A
15.9K $0
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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