Lido Advisors, LLC Incresed Positions in Q3 2024

Lido Advisors, LLC

  • $20.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
8.87K
+ 2.21%
$109.72 - $119.0 $973K - $1.06M
411K $48.2M
ECL
Ecolab Inc.

Basic Materials
6.27K
+ 52.83%
$228.86 - $255.76 $1.43M - $1.6M
18.1K $4.63M
PM
Philip Morris International Inc.

Consumer Defensive
3.22K
+ 4.8%
$101.25 - $127.45 $326K - $410K
70.2K $8.52M
CTAS
Cintas Corp

Industrials
14.5K
+ 549.41%
$201.38 - $819.83 $2.92M - $11.9M
17.1K $3.53M
BMY
Bristol Myers Squibb CO

Healthcare
5.26K
+ 4.09%
$39.66 - $51.75 $209K - $272K
134K $6.94M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
817
+ 1.88%
$72.18 - $107.33 $59K - $87.7K
44.4K $4.71M
AMD
Advanced Micro Devices Inc

Technology
7.65K
+ 4.57%
$128.67 - $183.96 $984K - $1.41M
175K $28.7M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
2.12K
+ 4.27%
$150.01 - $182.29 $318K - $386K
51.8K $9.41M
VZ
Verizon Communications Inc

Communication Services
11.5K
+ 4.15%
$38.89 - $45.0 $448K - $518K
289K $13M
GLD
Spdr Gold Trust

ETFs
1.24K
+ 2.84%
$215.56 - $246.98 $267K - $306K
44.9K $10.9M
SPGI
S&P Global Inc.

Financial Services
1.42K
+ 13.82%
$446.32 - $527.38 $634K - $749K
11.7K $6.04M
ITW
Illinois Tool Works Inc

Industrials
2.62K
+ 8.76%
$233.14 - $263.97 $612K - $692K
32.6K $8.54M
UBER
Uber Technologies, Inc

Technology
18.1K
+ 64.02%
$58.48 - $77.47 $1.06M - $1.4M
46.4K $3.49M
VHT
Vanguard Health Care ETF

ETFs
2.32K
+ 4.86%
$261.88 - $288.1 $608K - $668K
50K $14.1M
ADI
Analog Devices Inc

Technology
5.35K
+ 5.26%
$200.56 - $243.33 $1.07M - $1.3M
107K $24.7M
FTNT
Fortinet, Inc.

Technology
14.9K
+ 127.31%
$55.39 - $77.55 $828K - $1.16M
26.7K $2.07M
TT
Trane Technologies PLC

Industrials
2.45K
+ 39.93%
$314.21 - $388.71 $768K - $950K
8.57K $3.33M
VV
Vanguard Large Cap ETF

ETFs
4.2K
+ 35.51%
$236.92 - $263.4 $994K - $1.1M
16K $4.22M
ATI
Allegheny Technologies Inc

Industrials
17.9K
+ 415.47%
$54.26 - $67.71 $973K - $1.21M
22.3K $1.49M
ATO
Atmos Energy Corp

Utilities
8.47K
+ 341.65%
$114.08 - $138.75 $966K - $1.17M
10.9K $1.52M
PH
Parker Hannifin Corp

Industrials
890
+ 17.28%
$501.01 - $635.92 $446K - $566K
6.04K $3.82M
ORCC
Owl Rock Capital Corp

Financial Services
87.6K
+ 92.88%
N/A
182K $2.44M
BSX
Boston Scientific Corp

Healthcare
4.39K
+ 3.74%
$72.96 - $84.0 $321K - $369K
122K $10.2M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
9.22K
+ 3.57%
$81.31 - $83.29 $749K - $768K
267K $22.2M
AFL
Aflac Inc

Financial Services
2.99K
+ 8.22%
$88.52 - $111.8 $265K - $335K
39.4K $4.4M
XEL
Xcel Energy Inc

Utilities
16.2K
+ 217.56%
$52.11 - $65.3 $846K - $1.06M
23.7K $1.55M
VPU
Vanguard Utilities ETF

ETFs
2.81K
+ 11.29%
$146.64 - $174.54 $413K - $491K
27.7K $4.83M
VAW
Vanguard Materials ETF

ETFs
1.72K
+ 4.2%
$189.89 - $213.71 $326K - $367K
42.6K $9.01M
USRT
Ishares Core U.S. Reit ETF

ETFs
3.96K
+ 3.58%
$53.07 - $62.66 $210K - $248K
115K $7.06M
VOX
Vanguard Communication Service

ETFs
4.44K
+ 6.92%
$129.82 - $145.39 $576K - $645K
68.6K $9.97M
UNP
Union Pacific Corp

Industrials
906
+ 2.11%
$221.78 - $256.09 $201K - $232K
43.8K $10.8M
GBDC
Golub Capital Bdc, Inc.

Financial Services
72.1K
+ 109.35%
$14.36 - $16.0 $1.04M - $1.15M
138K $2.09M
ADM
Archer Daniels Midland CO

Consumer Defensive
17.5K
+ 76.19%
$57.96 - $65.72 $1.02M - $1.15M
40.5K $2.42M
MET
Metlife Inc

Financial Services
11.2K
+ 140.86%
$67.96 - $82.48 $758K - $920K
19.1K $1.57M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.41K
+ 8.33%
$175.46 - $203.3 $598K - $693K
44.4K $8.99M
NFG
National Fuel Gas CO

Energy
15.3K
+ 200.56%
$54.14 - $61.22 $829K - $937K
22.9K $1.39M
VDC
Vanguard Consumer Staples ETF

ETFs
1.95K
+ 5.5%
$201.77 - $221.32 $393K - $431K
37.3K $8.15M
GILD
Gilead Sciences, Inc.

Healthcare
944
+ 1.62%
$66.59 - $83.99 $62.9K - $79.3K
59.1K $4.95M
AON
Aon PLC

Financial Services
2.27K
+ 70.4%
$293.16 - $351.06 $665K - $797K
5.49K $1.9M
ADP
Automatic Data Processing Inc

Industrials
499
+ 2.33%
$233.44 - $279.45 $116K - $139K
21.9K $6.05M
TTD
Trade Desk, Inc.

Technology
7.4K
+ 94.39%
$83.08 - $110.79 $615K - $820K
15.2K $1.67M
AMGN
Amgen Inc

Healthcare
1.26K
+ 2.55%
$309.38 - $337.38 $389K - $424K
50.5K $16.3M
RODM
Hartford Multifactor Developed

ETFs
6.21K
+ 2.65%
$27.35 - $30.82 $170K - $192K
241K $7.34M
MS
Morgan Stanley

Financial Services
3.76K
+ 5.74%
$92.07 - $106.96 $346K - $402K
69.2K $7.22M
O
Realty Income Corp

Real Estate
7.86K
+ 23.96%
$52.36 - $63.42 $412K - $498K
40.7K $2.58M
VLUE
Ishares Msci Usa Value Factor

ETFs
5.92K
+ 17.13%
$99.14 - $109.18 $587K - $647K
40.5K $4.42M
CMI
Cummins Inc

Industrials
537
+ 4.02%
$266.63 - $326.4 $143K - $175K
13.9K $4.5M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
18.5K
+ 20.84%
$44.66 - $49.15 $825K - $908K
107K $5.05M
ROKU
Roku, Inc

Communication Services
4.21K
+ 13.39%
$51.67 - $77.48 $217K - $326K
35.6K $2.66M
Activity Summary
Buys All Purchases 676 New Holdings 131 Increased Positions 545 Sells All Sells 488 Reductions 488 Sold out 0 Options Calls 27 Puts 72
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