Lido Advisors, LLC Incresed Positions in Q1 2025

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
24.7K
+ 17.24%
$111.1 - $140.22 $2.75M - $3.47M
168K $22.3M
SCHW
Schwab Charles Corp

Financial Services
53.3K
+ 12.84%
$71.24 - $83.64 $3.8M - $4.46M
469K $36.7M
CI
Cigna Corp

Healthcare
16.3K
+ 152.18%
$274.49 - $329.0 $4.48M - $5.36M
27K $8.89M
AMAT
Applied Materials Inc

Technology
59.6K
+ 37.28%
$145.06 - $195.51 $8.65M - $11.7M
219K $31.8M
KO
Coca Cola CO

Consumer Defensive
53.9K
+ 26.63%
$60.81 - $72.32 $3.28M - $3.9M
256K $18.4M
GOOGL
Alphabet Inc.

Communication Services
167K
+ 28.72%
$154.33 - $206.19 $25.8M - $34.4M
749K $116M
ICE
Intercontinental Exchange, Inc.

Financial Services
26K
+ 52.2%
$142.8 - $176.36 $3.72M - $4.59M
75.9K $13.1M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
3.46K
+ 0.19%
$65.44 - $70.64 $226K - $244K
1.83M $125M
WELL
Welltower Inc.

Real Estate
22.6K
+ 32.28%
$124.05 - $156.86 $2.81M - $3.55M
92.8K $14.2M
ETN
Eaton Corp PLC

Industrials
33.3K
+ 52.19%
$271.83 - $371.23 $9.04M - $12.4M
97K $26.4M
UBER
Uber Technologies, Inc

Technology
60.6K
+ 117.65%
$63.17 - $81.49 $3.83M - $4.94M
112K $8.17M
KKR
Kkr & Co. Inc.

Financial Services
50.7K
+ 183.22%
$108.17 - $167.07 $5.48M - $8.46M
78.3K $9.05M
CVX
Chevron Corp

Energy
10.7K
+ 7.6%
$146.71 - $167.97 $1.57M - $1.8M
152K $25.4M
HON
Honeywell International Inc

Industrials
25.6K
+ 77.29%
$202.75 - $226.52 $5.19M - $5.8M
58.7K $12.4M
CSCO
Cisco Systems, Inc.

Technology
65.7K
+ 18.81%
$58.74 - $64.87 $3.86M - $4.26M
415K $25.6M
VLO
Valero Energy Corp

Energy
33.4K
+ 110.44%
$121.76 - $142.99 $4.07M - $4.78M
63.7K $8.41M
ROP
Roper Technologies Inc

Industrials
6.52K
+ 55.02%
$502.71 - $593.81 $3.28M - $3.87M
18.4K $10.8M
HD
Home Depot, Inc.

Consumer Cyclical
21.7K
+ 14.36%
$347.25 - $424.87 $7.55M - $9.23M
173K $63.4M
MRK
Merck & Co., Inc.

Healthcare
67.8K
+ 42.61%
$83.01 - $101.02 $5.63M - $6.85M
227K $20.4M
RTX
Raytheon Technologies Corp

Industrials
12.2K
+ 7.06%
$114.1 - $135.66 $1.39M - $1.66M
185K $24.6M
WFC
Wells Fargo & Company

Financial Services
59.9K
+ 43.62%
$66.78 - $81.42 $4M - $4.88M
197K $14.2M
DHR
Danaher Corp

Healthcare
28.2K
+ 53.64%
$201.62 - $250.59 $5.68M - $7.06M
80.7K $16.5M
AZN
Astrazeneca PLC

Healthcare
55.6K
+ 208.56%
$65.37 - $77.96 $3.63M - $4.33M
82.2K $6.04M
TXN
Texas Instruments Inc

Technology
21.6K
+ 32.78%
N/A
87.6K $17M
IWV
Ishares Russell 3000 ETF

ETFs
27.2K
+ 10.19%
$313.1 - $349.83 $8.52M - $9.52M
294K $93.4M
TMUS
T Mobile Us, Inc.

Communication Services
7.93K
+ 18.77%
$211.3 - $272.83 $1.68M - $2.16M
50.2K $13.4M
IWS
Ishares Russell Midcap Value E

ETFs
39.9K
+ 13.47%
$122.59 - $135.24 $4.89M - $5.39M
336K $42.3M
USRT
Ishares Core U.S. Reit ETF

ETFs
68.3K
+ 48.68%
$55.14 - $60.29 $3.76M - $4.11M
208K $12M
PM
Philip Morris International Inc.

Consumer Defensive
6.2K
+ 8.06%
$117.15 - $158.79 $726K - $984K
83.1K $13.2M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2.63K
+ 8.31%
$402.49 - $513.76 $1.06M - $1.35M
34.2K $16.6M
DPZ
Dominos Pizza Inc

Consumer Cyclical
2.15K
+ 3.0%
$402.33 - $489.71 $864K - $1.05M
73.8K $33.9M
PANW
Palo Alto Networks Inc

Technology
36K
+ 17.15%
$167.82 - $208.28 $6.04M - $7.49M
246K $41.9M
SHW
Sherwin Williams CO

Basic Materials
9.94K
+ 36.08%
$330.16 - $365.55 $3.28M - $3.63M
37.5K $13.1M
HWM
Howmet Aerospace Inc.

Industrials
27.9K
+ 1383.61%
$110.79 - $139.39 $3.09M - $3.88M
29.9K $3.88M
MU
Micron Technology Inc

Technology
35.1K
+ 15.82%
$86.89 - $109.38 $3.05M - $3.83M
257K $22.3M
APH
Amphenol Corp

Technology
56.9K
+ 181.08%
$61.62 - $78.55 $3.5M - $4.47M
88.3K $5.79M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
10.6K
+ 23.05%
$80.53 - $147.57 $853K - $1.56M
56.6K $7.48M
SBUX
Starbucks Corp

Consumer Cyclical
27.2K
+ 21.33%
$91.75 - $115.81 $2.49M - $3.15M
155K $15.2M
IBMP
Ishares Tr Ibonds December 202

ETFs
137K
+ 96.25%
$25.1 - $25.34 $3.43M - $3.47M
279K $7.05M
IBMO
Ishares Tr Ibonds December 202

ETFs
135K
+ 91.75%
$25.45 - $25.6 $3.44M - $3.46M
282K $7.22M
DTE
Dte Energy CO

Utilities
24.4K
+ 567.75%
$117.6 - $138.27 $2.86M - $3.37M
28.7K $3.96M
TMO
Thermo Fisher Scientific Inc.

Healthcare
8.02K
+ 32.78%
$497.6 - $606.74 $3.99M - $4.87M
32.5K $16.2M
WDAY
Workday, Inc.

Technology
15.1K
+ 366.13%
$233.53 - $277.82 $3.53M - $4.21M
19.3K $4.5M
GE
General Electric CO

Industrials
8.93K
+ 18.28%
$168.59 - $212.13 $1.51M - $1.89M
57.8K $11.6M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
126K
+ 83.15%
$26.63 - $26.75 $3.35M - $3.37M
277K $7.42M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
32.8K
+ 30.72%
$100.34 - $100.68 $3.29M - $3.31M
140K $14.1M
ECL
Ecolab Inc.

Basic Materials
11.8K
+ 63.83%
$229.72 - $269.82 $2.7M - $3.17M
30.2K $7.65M
AMGN
Amgen Inc

Healthcare
1.56K
+ 2.78%
$258.59 - $327.36 $402K - $509K
57.5K $17.9M
ADP
Automatic Data Processing Inc

Industrials
9.3K
+ 29.92%
$286.85 - $318.64 $2.67M - $2.96M
40.4K $12.3M
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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