Lido Advisors, LLC Incresed Positions in Q1 2025

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
STT
State Street Corp

Financial Services
33
+ 0.3%
$84.47 - $102.23 $2.79K - $3.37K
11.1K $997K
PBT
Permian Basin Royalty Trust

Energy
4.2K
+ 3.66%
$9.67 - $12.15 $40.6K - $51K
119K $1.18M
PCG
Pg&E Corp

Utilities
978
+ 2.64%
$15.16 - $20.4 $14.8K - $20K
38K $653K
IWC
Russell Micro Cap ETF

ETFs
1
+ 0.02%
$110.91 - $133.46 $111 - $133
5.1K $565K
GPN
Global Payments Inc

Industrials
518
+ 4.85%
$92.18 - $113.03 $47.7K - $58.5K
11.2K $1.1M
CIEN
Ciena Corp

Technology
126
+ 2.69%
$60.43 - $98.18 $7.61K - $12.4K
4.8K $290K
XAR
Spdr S&P Aerospace & Defense E

ETFs
581
+ 1.5%
$157.71 - $180.77 $91.6K - $105K
39.4K $6.32M
SHOO
Steven Madden, Ltd.

Consumer Cyclical
334
+ 4.39%
$25.03 - $42.15 $8.36K - $14.1K
7.95K $211K
FICO
Fair Isaac Corp

Technology
3
+ 0.37%
$1695.35 - $2030.47 $5.09K - $6.09K
823 $1.52M
VST
Vistra Corp.

Utilities
1.75K
+ 11.02%
$108.49 - $191.89 $189K - $335K
17.6K $2.06M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
2
+ 0.0%
$25.27 - $28.3 $50.5 - $56.6
110K $2.87M
DUOL
Duolingo, Inc.

Technology
13
+ 0.13%
$272.49 - $441.39 $3.54K - $5.74K
10.1K $3.14M
VTHR
Vanguard Russell 3000 ETF

ETFs
98
+ 0.79%
$243.2 - $272.04 $23.8K - $26.7K
12.5K $3.09M
NVR
Nvr Inc

Consumer Cyclical
14
+ 5.47%
$7062.02 - $8382.63 $98.9K - $117K
270 $1.96M
CCL
Carnival Corp

Consumer Cyclical
4.24K
+ 10.34%
$19.08 - $28.49 $81K - $121K
45.3K $884K
GLW
Corning Inc

Technology
2.24K
+ 1.57%
$44.91 - $54.25 $101K - $122K
146K $6.66M
SLG
Sl Green Realty Corp

Real Estate
659
+ 3.6%
$55.58 - $68.38 $36.6K - $45.1K
19K $1.1M
DLR
Digital Realty Trust, Inc.

Real Estate
371
+ 5.69%
$142.1 - $183.56 $52.7K - $68.1K
6.89K $987K
PNC
Pnc Financial Services Group, Inc.

Financial Services
78
+ 0.7%
$168.84 - $202.89 $13.2K - $15.8K
11.2K $1.97M
HST
Host Hotels & Resorts, Inc.

Real Estate
4.37K
+ 6.0%
$14.21 - $17.45 $62.1K - $76.2K
77.1K $1.1M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
86
+ 2.65%
$63.82 - $127.89 $5.49K - $11K
3.33K $212K
FRPT
Freshpet, Inc.

Consumer Defensive
47
+ 1.58%
$83.17 - $162.59 $3.91K - $7.64K
3.03K $252K
PNR
Pentair PLC

Industrials
49
+ 0.31%
$84.0 - $105.35 $4.12K - $5.16K
15.8K $1.38M
NVO
Novo Nordisk A S

Healthcare
38.5K
+ 22.18%
$69.3 - $90.95 $2.67M - $3.5M
212K $14.7M
DELL
Dell Technologies Inc.

Technology
1.18K
+ 8.87%
$90.34 - $124.66 $106K - $146K
14.4K $1.31M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
20
+ 0.25%
$135.34 - $188.66 $2.71K - $3.77K
8.03K $1.13M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
7.72K
+ 5.67%
$119.87 - $145.05 $925K - $1.12M
144K $18M
WST
West Pharmaceutical Services Inc

Healthcare
87
+ 3.16%
$199.11 - $347.87 $17.3K - $30.3K
2.84K $636K
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.86K
+ 1.96%
$23.16 - $27.04 $66.3K - $77.4K
149K $3.48M
TQQQ
Proshares Ultrapro Qqq

ETFs
4.21K
+ 15.96%
$57.3 - $90.39 $241K - $380K
30.6K $1.75M
BAC
Bank Of America Corp

Financial Services
17.7K
+ 3.46%
$39.61 - $47.74 $701K - $845K
529K $22.1M
BIIB
Biogen Inc.

Healthcare
1.45K
+ 3.48%
$133.43 - $153.27 $193K - $222K
43K $5.89M
URI
United Rentals, Inc.

Industrials
16
+ 0.26%
$594.17 - $789.56 $9.51K - $12.6K
6.28K $3.94M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.01K
+ 1.44%
$108.02 - $120.45 $217K - $242K
142K $15.7M
AMP
Ameriprise Financial Inc

Financial Services
19
+ 0.18%
$472.29 - $575.13 $8.97K - $10.9K
10.5K $5.09M
UPS
United Parcel Service Inc

Industrials
7.21K
+ 8.88%
$109.66 - $136.26 $791K - $983K
88.5K $9.73M
VB
Vanguard Small Cap ETF

ETFs
2.75K
+ 4.48%
$217.89 - $252.64 $600K - $696K
64.2K $14.2M
VCR
Vanguard Consumer Discretionar

ETFs
4.76K
+ 11.37%
$318.51 - $391.75 $1.52M - $1.87M
46.6K $15.2M
TTD
Trade Desk, Inc.

Technology
7.43K
+ 47.69%
$53.59 - $126.58 $398K - $941K
23K $1.26M
IGV
Ishares Expanded Tech Software

ETFs
3.78K
+ 3.89%
$88.3 - $107.83 $334K - $407K
101K $8.99M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
4.18K
+ 7.67%
$211.47 - $267.17 $885K - $1.12M
58.8K $12.4M
GKOS
Glaukos Corp

Healthcare
161
+ 0.97%
$96.6 - $161.22 $15.6K - $26K
16.7K $1.64M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.39K
+ 1.78%
$62.43 - $84.12 $149K - $201K
137K $8.9M
MRNA
Moderna, Inc.

Healthcare
19.9K
+ 14.77%
$28.35 - $47.53 $563K - $944K
154K $4.38M
DIS
Walt Disney CO

Communication Services
31.4K
+ 9.08%
$96.87 - $114.0 $3.04M - $3.58M
377K $37.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
227K
+ 9.16%
$24.91 - $29.02 $5.64M - $6.57M
2.7M $67.6M
EMR
Emerson Electric CO

Industrials
4.17K
+ 3.33%
$108.64 - $131.17 $452K - $546K
129K $14.2M
JBHT
Hunt J B Transport Services Inc

Industrials
9.15K
+ 7.73%
$146.12 - $186.55 $1.34M - $1.71M
128K $18.9M
NTAP
Net App, Inc.

Technology
2.39K
+ 3.92%
$87.84 - $126.3 $209K - $301K
63.2K $5.55M
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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