Lido Advisors, LLC Incresed Positions in Q1 2025

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MCO
Moodys Corp

Financial Services
3.1K
+ 168.21%
$437.8 - $527.48 $1.35M - $1.63M
4.94K $2.3M
NET
Cloudflare, Inc.

Technology
12.4K
+ 394.32%
$110.71 - $176.5 $1.37M - $2.19M
15.6K $1.75M
CARR
Carrier Global Corp

Industrials
23.8K
+ 103.25%
$62.07 - $70.55 $1.48M - $1.68M
46.9K $2.98M
PFF
Ishares Trust Ishares Pfd And

ETFs
49K
+ 27.24%
$30.73 - $32.26 $1.51M - $1.58M
229K $7.04M
SO
Southern CO

Utilities
6.8K
+ 8.71%
$80.96 - $92.96 $551K - $632K
84.9K $7.81M
ZTS
Zoetis Inc.

Healthcare
8.07K
+ 39.61%
$156.48 - $175.67 $1.26M - $1.42M
28.4K $4.68M
SLB
Schlumberger Limited

Energy
15.7K
+ 7.74%
$38.4 - $43.74 $602K - $685K
218K $9.12M
NDAQ
Nasdaq, Inc.

Financial Services
17.9K
+ 523.78%
$72.17 - $83.76 $1.29M - $1.5M
21.3K $1.62M
VHT
Vanguard Health Care ETF

ETFs
2.86K
+ 5.36%
$254.06 - $273.83 $727K - $784K
56.3K $14.9M
ED
Consolidated Edison Inc

Utilities
3.26K
+ 7.18%
$88.0 - $110.59 $287K - $360K
48.6K $5.38M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
13.5K
+ 8.97%
$73.78 - $76.59 $994K - $1.03M
164K $12.5M
IAU
Ishares Gold Trust

ETFs
4.28K
+ 3.85%
$49.74 - $58.96 $213K - $252K
116K $6.81M
PRU
Prudential Financial Inc

Financial Services
12.6K
+ 81.54%
$105.04 - $122.33 $1.32M - $1.54M
28K $3.13M
BR
Broadridge Financial Solutions, Inc.

Technology
4.72K
+ 57.18%
$221.46 - $244.83 $1.05M - $1.16M
13K $3.15M
NOC
Northrop Grumman Corp

Industrials
1.21K
+ 8.29%
$433.45 - $513.82 $524K - $621K
15.8K $8.08M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
41.8K
+ 48.28%
$47.79 - $59.89 $2M - $2.5M
128K $6.44M
XLC
Select Sector Spdr Tr Communic

ETFs
13.4K
+ 5.2%
$94.84 - $105.31 $1.28M - $1.42M
272K $26.2M
OEF
Ishares S&P 100 ETF

ETFs
4.48K
+ 211.77%
N/A
6.59K $1.75M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
14.7K
+ 107.68%
$76.94 - $78.28 $1.13M - $1.15M
28.3K $2.21M
OMC
Omnicom Group Inc.

Communication Services
14.5K
+ 70.71%
$79.43 - $88.34 $1.15M - $1.28M
34.9K $2.9M
RODM
Hartford Multifactor Developed

ETFs
16K
+ 6.54%
$28.07 - $31.56 $448K - $504K
260K $8.05M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.3K
+ 8.11%
$308.86 - $455.36 $711K - $1.05M
30.7K $10.8M
UNP
Union Pacific Corp

Industrials
1.64K
+ 1.98%
$225.21 - $254.42 $368K - $416K
84.1K $19.9M
SHEL
Shell PLC

Energy
10.5K
+ 38.07%
$62.84 - $73.29 $659K - $769K
38.1K $2.79M
SPOT
Spotify Technology S.A.

Communication Services
1.82K
+ 332.97%
$457.79 - $648.32 $832K - $1.18M
2.36K $1.3M
DUK
Duke Energy Corp

Utilities
4.78K
+ 14.43%
$105.87 - $121.97 $506K - $583K
37.9K $4.62M
EQIX
Equinix Inc

Real Estate
1.67K
+ 68.7%
$803.0 - $959.97 $1.34M - $1.6M
4.09K $3.34M
MDT
Medtronic PLC

Healthcare
6.67K
+ 14.94%
$79.84 - $94.5 $532K - $630K
51.3K $4.61M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
20.1K
+ 3.82%
$47.6 - $51.91 $957K - $1.04M
546K $26.4M
VTV
Vanguard Value ETF

ETFs
1.81K
+ 0.87%
$167.73 - $179.21 $304K - $325K
210K $36.3M
SAR
Saratoga Investment Corp.

Financial Services
35.1K
+ 37.0%
$23.35 - $26.0 $821K - $914K
130K $3.3M
XLP
Consumer Staples Sector Spdr

ETFs
13.5K
+ 84.89%
N/A
29.3K $2.23M
INTC
Intel Corp

Technology
19.6K
+ 9.1%
$19.1 - $27.39 $375K - $538K
236K $5.35M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.89K
+ 81.85%
$634.14 - $744.83 $1.2M - $1.41M
4.21K $2.67M
ADSK
Autodesk, Inc.

Technology
4.13K
+ 26.86%
N/A
19.5K $4.79M
VMC
Vulcan Materials CO

Basic Materials
4.25K
+ 295.14%
$220.9 - $277.54 $938K - $1.18M
5.69K $1.33M
APO
Apollo Global Management, Inc.

Financial Services
7.74K
+ 164.18%
$126.01 - $172.06 $975K - $1.33M
12.4K $1.7M
CTAS
Cintas Corp

Industrials
2.47K
+ 13.85%
$182.09 - $208.14 $449K - $513K
20.3K $4.17M
CMF
Ishares California Muni Bond E

ETFs
16.3K
+ 278.04%
$55.93 - $57.47 $913K - $939K
22.2K $1.25M
MGV
Vanguard Mega Cap Value

ETFs
6.84K
+ 102.09%
$123.61 - $133.01 $845K - $909K
13.5K $1.74M
GD
General Dynamics Corp

Industrials
924
+ 1.33%
$241.94 - $272.58 $224K - $252K
70.6K $19.2M
NEE
Nextera Energy Inc

Utilities
14.5K
+ 8.13%
$66.96 - $76.16 $969K - $1.1M
193K $13.7M
EW
Edwards Lifesciences Corp

Healthcare
12.3K
+ 62.81%
$67.95 - $76.19 $838K - $940K
32K $2.32M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.56K
+ 5.86%
$74.85 - $84.89 $341K - $387K
82.3K $6.73M
RSG
Republic Services, Inc.

Industrials
1.69K
+ 15.89%
$200.09 - $242.16 $339K - $410K
12.3K $2.99M
GBDC
Golub Capital Bdc, Inc.

Financial Services
55.8K
+ 26.01%
$14.46 - $15.96 $807K - $891K
270K $4.09M
PEP
Pepsico Inc

Consumer Defensive
6.83K
+ 7.69%
$142.64 - $156.42 $974K - $1.07M
95.6K $14.3M
WM
Waste Management Inc

Industrials
963
+ 4.79%
$200.54 - $233.78 $193K - $225K
21.1K $4.88M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
19.1K
+ 17.97%
$36.46 - $39.9 $695K - $760K
125K $4.79M
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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