Lido Advisors, LLC Incresed Positions in Q1 2025

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FTNT
Fortinet, Inc.

Technology
7.81K
+ 46.87%
$92.49 - $114.57 $722K - $895K
24.5K $2.36M
IT
Gartner Inc

Technology
2K
+ 174.26%
$418.25 - $548.38 $838K - $1.1M
3.15K $1.32M
WMB
Williams Companies, Inc.

Energy
9.03K
+ 22.85%
$54.02 - $61.09 $488K - $552K
48.5K $2.9M
SQ
Block, Inc.

Technology
15.5K
+ 318.54%
$54.04 - $92.95 $840K - $1.45M
20.4K $1.17M
WEC
Wec Energy Group, Inc.

Utilities
4.36K
+ 24.03%
$92.12 - $108.98 $402K - $475K
22.5K $2.45M
EPD
Enterprise Products Partners L.P.

Energy
5.62K
+ 2.86%
$31.75 - $34.14 $178K - $192K
202K $6.9M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
14.3K
+ 48.19%
$68.07 - $78.99 $970K - $1.13M
43.8K $2.98M
CBOE
Cboe Global Markets, Inc.

Financial Services
34
+ 0.15%
$190.84 - $226.29 $6.49K - $7.69K
23.3K $5.28M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.04K
+ 17.32%
$275.89 - $345.24 $286K - $358K
7.02K $2.42M
BMY
Bristol Myers Squibb CO

Healthcare
3.38K
+ 3.02%
$53.9 - $63.11 $182K - $213K
115K $7.03M
HDV
Ishares Core High Dividend ETF

ETFs
244
+ 0.33%
$110.86 - $121.12 $27K - $29.6K
74.2K $8.99M
PFE
Pfizer Inc

Healthcare
41.7K
+ 12.43%
$25.01 - $27.13 $1.04M - $1.13M
377K $9.56M
FSLR
First Solar, Inc.

Technology
8.27K
+ 106.11%
$126.34 - $197.73 $1.04M - $1.64M
16.1K $2.03M
VV
Vanguard Large Cap ETF

ETFs
3.34K
+ 20.56%
$253.32 - $282.66 $845K - $943K
19.6K $5.03M
ISRG
Intuitive Surgical Inc

Healthcare
4.16K
+ 7.84%
$476.63 - $610.45 $1.98M - $2.54M
57.3K $28.4M
ELV
Elevance Health, Inc.

Healthcare
805
+ 18.51%
$365.9 - $436.25 $295K - $351K
5.15K $2.24M
VIS
Vanguard Industrial ETF

ETFs
3.91K
+ 7.9%
$243.63 - $273.99 $952K - $1.07M
53.4K $13.2M
SPSB
Spdr Portfolio Short Term Corp

ETFs
20.6K
+ 81.64%
$29.82 - $30.1 $614K - $620K
45.8K $1.38M
HUBS
Hubspot Inc

Technology
1.52K
+ 76.92%
$571.29 - $819.71 $868K - $1.25M
3.5K $2M
EXC
Exelon Corp

Utilities
8.41K
+ 30.5%
$37.3 - $46.08 $314K - $387K
36K $1.66M
GL
Globe Life Inc.

Financial Services
128
+ 0.43%
$111.2 - $131.72 $14.2K - $16.9K
29.6K $3.89M
PSX
Phillips 66

Energy
1.27K
+ 2.73%
$113.93 - $131.55 $145K - $168K
48K $5.93M
XLK
Technology Sector Spdr

ETFs
18.2K
+ 15.0%
$206.38 - $242.18 $3.76M - $4.41M
140K $28.8M
ALL
Allstate Corp

Financial Services
434
+ 1.27%
$180.99 - $210.18 $78.5K - $91.2K
34.5K $7.15M
MAR
Marriott International Inc

Consumer Cyclical
4.43K
+ 37.06%
$237.01 - $304.45 $1.05M - $1.35M
16.4K $3.9M
FISV
Fiserv Inc

Technology
4.53K
+ 15.55%
N/A
33.6K $4.21M
OKE
Oneok Inc

Energy
5.86K
+ 33.25%
$89.57 - $109.85 $525K - $644K
23.5K $2.33M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
10.9K
+ 16.04%
$42.18 - $45.16 $458K - $491K
78.7K $3.48M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
49K
+ 3.2%
$67.43 - $75.54 $3.31M - $3.7M
1.58M $108M
FAST
Fastenal CO

Industrials
1.86K
+ 2.63%
$71.11 - $79.98 $132K - $148K
72.3K $5.6M
TRV
Travelers Companies, Inc.

Financial Services
1.41K
+ 21.23%
$232.43 - $265.13 $327K - $374K
8.05K $2.13M
IWP
Ishares Russell Mid Cap Growth

ETFs
17.3K
+ 10.6%
$114.9 - $139.6 $1.98M - $2.41M
180K $21.2M
BK
Bank Of New York Mellon Corp

Financial Services
3.3K
+ 9.59%
$75.42 - $88.95 $249K - $294K
37.7K $3.17M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5.08K
+ 22.01%
$100.32 - $100.76 $510K - $512K
28.2K $2.84M
LADR
Ladder Capital Corp

Real Estate
37.5K
+ 10.58%
$10.81 - $11.87 $405K - $445K
392K $4.47M
KMB
Kimberly Clark Corp

Consumer Defensive
1.87K
+ 8.89%
$124.46 - $147.4 $233K - $276K
22.9K $3.26M
PHM
Pultegroup Inc

Consumer Cyclical
5.03K
+ 168.03%
$101.09 - $118.51 $508K - $596K
8.02K $824K
IWD
Ishares Russell 1000 Val ETF

ETFs
364
+ 0.26%
$182.82 - $196.21 $66.5K - $71.4K
143K $26.8M
BKR
Baker Hughes CO

Energy
10.2K
+ 100.42%
$41.16 - $48.85 $421K - $500K
20.4K $897K
AOS
Smith A O Corp

Industrials
7.77K
+ 73.45%
$65.16 - $72.69 $506K - $565K
18.4K $1.2M
VOX
Vanguard Communication Service

ETFs
6.4K
+ 8.88%
$147.73 - $169.24 $945K - $1.08M
78.4K $11.6M
KIE
Spdr S&P Insurance ETF

ETFs
2.86K
+ 3.79%
$54.24 - $60.81 $155K - $174K
78.2K $4.73M
IDEV
Ishares Core Msci Intl Develop

ETFs
5.76K
+ 35.08%
$63.77 - $71.36 $367K - $411K
22.2K $1.53M
LUCD
Lucid Diagnostics Inc.

Healthcare
243K
+ 173.6%
$0.79 - $1.59 $192K - $386K
383K $570K
O
Realty Income Corp

Real Estate
4.84K
+ 12.44%
$51.67 - $58.49 $250K - $283K
43.7K $2.54M
AFL
Aflac Inc

Financial Services
1.17K
+ 2.8%
$100.99 - $111.19 $118K - $130K
43K $4.78M
UTG
Reaves Utility Income Fund

Financial Services
10.3K
+ 7.41%
$31.08 - $34.42 $320K - $355K
149K $4.86M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
9.54K
+ 115.69%
$44.72 - $46.25 $426K - $441K
17.8K $819K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
123
+ 0.06%
$30.38 - $34.94 $3.74K - $4.3K
207K $7.07M
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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