Lido Advisors, LLC Incresed Positions in Q1 2025

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFSC
Enterprise Financial Services Corp

Financial Services
7
+ 0.11%
$53.74 - $61.95 $376 - $434
6.38K $342K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
34
+ 0.02%
$11.13 - $11.61 $378 - $395
218K $2.44M
REX
Rex American Resources Corp

Basic Materials
251
+ 3.85%
$35.87 - $44.13 $9K - $11.1K
6.77K $254K
ODFL
Old Dominion Freight Line, Inc.

Industrials
21
+ 1.09%
$161.13 - $209.29 $3.38K - $4.4K
1.95K $322K
AN
Autonation, Inc.

Consumer Cyclical
10
+ 0.39%
$156.67 - $195.15 $1.57K - $1.95K
2.59K $418K
NXE
Nex Gen Energy Ltd.

Energy
161
+ 1.59%
$4.49 - $7.49 $723 - $1.21K
10.3K $46K
PFFA
Etfis Ser Tr I

ETFs
3.23K
+ 2.51%
$21.21 - $22.3 $68.4K - $72K
132K $2.8M
FNDA
Schwab Fundamental U S Small C

ETFs
3.64K
+ 6.96%
$26.87 - $30.99 $97.7K - $113K
55.9K $1.53M
HTGC
Hercules Capital, Inc.

Financial Services
1.69K
+ 2.83%
$18.01 - $22.0 $30.3K - $37.1K
61.3K $1.18M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
53
+ 0.96%
$92.51 - $102.81 $4.9K - $5.45K
5.58K $516K
RGA
Reinsurance Group Of America Inc

Financial Services
18
+ 1.07%
$186.01 - $231.1 $3.35K - $4.16K
1.69K $333K
SPXC
Spx Corp

Industrials
112
+ 4.7%
$128.78 - $154.37 $14.4K - $17.3K
2.49K $321K
ACHR
Archer Aviation Inc.

Industrials
551
+ 4.88%
$6.8 - $11.51 $3.75K - $6.34K
11.8K $84K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
23
+ 1.99%
$186.55 - $250.04 $4.29K - $5.75K
1.18K $237K
SMPL
Simply Good Foods CO

Consumer Defensive
18
+ 0.28%
$32.98 - $39.5 $594 - $711
6.45K $222K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
55
+ 1.09%
$120.24 - $134.3 $6.61K - $7.39K
5.12K $624K
VTWG
Vanguard Russell 2000 Growth E

ETFs
1
+ 0.08%
$185.73 - $221.19 $186 - $221
1.24K $231K
PPG
Ppg Industries Inc

Basic Materials
688
+ 6.47%
$107.44 - $124.29 $73.9K - $85.5K
11.3K $1.24M
OLED
Universal Display Corp Pa

Technology
22
+ 0.42%
$139.48 - $161.59 $3.07K - $3.55K
5.27K $734K
IOSP
Innospec Inc.

Basic Materials
15
+ 0.61%
$94.75 - $116.61 $1.42K - $1.75K
2.48K $235K
MTB
M&T Bank Corp

Financial Services
25
+ 0.55%
$170.47 - $201.98 $4.26K - $5.05K
4.55K $813K
ITGR
Integer Holdings Corp

Healthcare
17
+ 0.62%
$115.16 - $144.36 $1.96K - $2.45K
2.76K $325K
ATR
Aptargroup, Inc.

Healthcare
22
+ 0.43%
$141.7 - $159.83 $3.12K - $3.52K
5.12K $759K
GMS
Gms Inc.

Industrials
9
+ 0.25%
$70.36 - $86.13 $633 - $775
3.66K $267K
MTX
Minerals Technologies Inc

Basic Materials
37
+ 1.01%
$63.57 - $77.67 $2.35K - $2.87K
3.7K $235K
HBAN
Huntington Bancshares Inc

Financial Services
1.3K
+ 2.56%
$14.28 - $17.39 $18.6K - $22.6K
52.2K $784K
TDW
Tidewater Inc

Energy
292
+ 6.37%
$39.93 - $57.69 $11.7K - $16.8K
4.88K $206K
OII
Oceaneering International Inc

Energy
147
+ 1.29%
$19.14 - $27.93 $2.81K - $4.11K
11.5K $251K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
453
+ 0.97%
$18.61 - $21.28 $8.43K - $9.64K
47.3K $898K
ISCG
Ishares Morningstar Small Cap

ETFs
15
+ 0.14%
$44.44 - $52.05 $667 - $781
11.1K $498K
HNI
Hni Corp

Industrials
67
+ 0.8%
$43.17 - $51.26 $2.89K - $3.43K
8.45K $374K
RELY
Remitly Global, Inc.

Technology
1.84K
+ 3.78%
$19.49 - $27.14 $35.8K - $49.9K
50.5K $1.05M
FRT
Federal Realty Investment Trust

Real Estate
603
+ 7.97%
$94.7 - $111.82 $57.1K - $67.4K
8.17K $799K
FDN
First Tr Fd Dow Jones

ETFs
61
+ 2.05%
$221.38 - $266.86 $13.5K - $16.3K
3.04K $675K
FDX
Fedex Corp

Industrials
1.68K
+ 13.74%
$230.33 - $281.53 $387K - $474K
13.9K $3.39M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
57
+ 0.33%
$67.03 - $74.61 $3.82K - $4.25K
17.5K $1.19M
ADUS
Addus Home Care Corp

Healthcare
53
+ 1.98%
$89.83 - $135.92 $4.76K - $7.2K
2.72K $269K
IFF
International Flavors & Fragrances Inc

Basic Materials
221
+ 1.82%
$76.48 - $87.72 $16.9K - $19.4K
12.4K $961K
ADM
Archer Daniels Midland CO

Consumer Defensive
683
+ 1.7%
$45.22 - $52.17 $30.9K - $35.6K
40.9K $1.96M
SYNA
Synaptics Inc

Technology
13
+ 0.24%
$61.71 - $87.87 $802 - $1.14K
5.53K $352K
ATI
Allegheny Technologies Inc

Industrials
17
+ 0.07%
$50.0 - $65.86 $850 - $1.12K
23.8K $1.24M
LDOS
Leidos Holdings, Inc.

Technology
216
+ 1.95%
$126.82 - $161.11 $27.4K - $34.8K
11.3K $1.52M
TT
Trane Technologies PLC

Industrials
570
+ 7.02%
$332.0 - $400.86 $189K - $228K
8.68K $2.93M
VTRS
Viatris Inc

Healthcare
1.77K
+ 7.51%
$8.68 - $12.42 $15.4K - $22K
25.3K $220K
REZI
Resideo Technologies, Inc.

Industrials
64
+ 0.46%
$16.92 - $23.77 $1.08K - $1.52K
14.1K $249K
COIN
Coinbase Global, Inc.

Technology
822
+ 28.9%
$172.23 - $301.3 $142K - $248K
3.67K $631K
VBK
Vanguard Small Cap Growth ETF

ETFs
50
+ 1.52%
$247.97 - $296.33 $12.4K - $14.8K
3.33K $838K
A
Agilent Technologies, Inc.

Healthcare
2.34K
+ 11.29%
$116.69 - $152.6 $272K - $356K
23K $2.69M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5
+ 0.01%
$32.42 - $36.13 $162 - $181
56.9K $1.88M
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