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
SHOP
Shopify Inc.

Technology
2.43K
+ 12.12%
$52.26 - $80.75 $127K - $196K
22.4K $1.8M
AIZ
Assurant, Inc.

Financial Services
2.17K
+ 176.09%
$161.28 - $199.95 $350K - $434K
3.41K $677K
CARR
Carrier Global Corp

Industrials
723
+ 3.18%
$61.9 - $80.88 $44.8K - $58.5K
23.5K $1.89M
NJR
New Jersey Resources Corp

Utilities
7.82K
+ 42.09%
$42.03 - $48.02 $329K - $375K
26.4K $1.25M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
5.73K
+ 8.87%
$39.43 - $44.82 $226K - $257K
70.3K $3.15M
PLD
Prologis, Inc.

Real Estate
1.33K
+ 6.63%
$111.95 - $132.43 $149K - $176K
21.4K $2.7M
TTE
Total Energies Se

Energy
6.13K
+ 58.31%
$68.61 - $68.61 $421K - $421K
16.6K $1.14M
TFC
Truist Financial Corp

Financial Services
6.83K
+ 18.58%
$38.22 - $44.94 $261K - $307K
43.6K $1.86M
TDG
Trans Digm Group Inc

Industrials
233
+ 35.85%
$1202.03 - $1427.41 $280K - $333K
883 $1.26M
BK
Bank Of New York Mellon Corp

Financial Services
438
+ 1.32%
$59.54 - $72.17 $26.1K - $31.6K
33.7K $2.42M
IDEV
Ishares Core Msci Intl Develop

ETFs
5.34K
+ 60.26%
$63.46 - $71.43 $339K - $381K
14.2K $1.01M
GIS
General Mills Inc

Consumer Defensive
510
+ 1.41%
$62.5 - $75.15 $31.9K - $38.3K
36.7K $2.71M
D
Dominion Energy, Inc

Utilities
4.42K
+ 26.22%
$48.01 - $58.53 $212K - $259K
21.3K $1.23M
AA
Alcoa Corp

Basic Materials
11K
+ 53.0%
$28.17 - $42.44 $311K - $468K
31.8K $1.23M
RSG
Republic Services, Inc.

Industrials
1.69K
+ 19.28%
$189.34 - $208.21 $320K - $352K
10.5K $2.1M
CBRE
Cbre Group, Inc.

Real Estate
1.45K
+ 24.05%
$85.97 - $124.48 $124K - $180K
7.46K $928K
BAC
Bank Of America Corp

Financial Services
10.3K
+ 3.66%
$36.65 - $44.13 $379K - $456K
293K $11.6M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
7.57K
+ 31.96%
$50.52 - $50.95 $382K - $386K
31.3K $1.59M
IP
International Paper CO

Consumer Cyclical
2.43K
+ 5.26%
$42.55 - $49.98 $104K - $122K
48.7K $2.38M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.83K
+ 5.27%
$50.25 - $50.74 $343K - $346K
136K $6.92M
PFFA
Etfis Ser Tr I

ETFs
8.3K
+ 8.05%
$20.94 - $22.98 $174K - $191K
111K $2.54M
PWR
Quanta Services, Inc.

Industrials
679
+ 17.58%
$239.58 - $298.23 $163K - $202K
4.54K $1.35M
AEP
American Electric Power CO Inc

Utilities
1.64K
+ 12.48%
$87.11 - $104.95 $143K - $172K
14.7K $1.51M
UPS
United Parcel Service Inc

Industrials
2.94K
+ 4.18%
$123.32 - $147.38 $362K - $433K
73.2K $9.98M
RIO
Rio Tinto PLC

Basic Materials
1.51K
+ 3.12%
$59.71 - $71.21 $90.2K - $108K
50K $3.56M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
13.7K
+ 105.85%
$24.91 - $25.63 $342K - $352K
26.7K $684K
FLO
Flowers Foods Inc

Consumer Defensive
14.2K
+ 38.92%
$21.44 - $23.77 $304K - $337K
50.6K $1.17M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
4.03K
+ 12.54%
$39.95 - $45.86 $161K - $185K
36.1K $1.65M
XBB
Bondbloxx ETF Tr Bb Rated Usd

ETFs
6.97K
+ 12.32%
$39.66 - $41.2 $276K - $287K
63.5K $2.61M
ITA
Ishares Tr

ETFs
33
+ 0.17%
$131.58 - $149.64 $4.34K - $4.94K
20K $3M
HTGC
Hercules Capital, Inc.

Financial Services
19.6K
+ 45.0%
$17.71 - $21.67 $347K - $425K
63.2K $1.24M
DASH
Door Dash, Inc.

Communication Services
108
+ 1.11%
$100.28 - $143.99 $10.8K - $15.6K
9.87K $1.41M
HRL
Hormel Foods Corp

Consumer Defensive
9.8K
+ 39.45%
$30.04 - $33.14 $294K - $325K
34.6K $1.1M
STWD
Starwood Property Trust, Inc.

Real Estate
7.32K
+ 5.66%
$18.75 - $21.11 $137K - $155K
137K $2.79M
PBT
Permian Basin Royalty Trust

Energy
26.6K
+ 97.89%
$10.5 - $12.01 $279K - $319K
53.7K $638K
WELL
Welltower Inc.

Real Estate
698
+ 6.79%
$104.0 - $129.74 $72.6K - $90.6K
11K $1.41M
ESS
Essex Property Trust, Inc.

Real Estate
835
+ 0.5%
$272.82 - $272.82 $228K - $228K
169K $46.2M
EVRG
Evergy, Inc.

Utilities
2.27K
+ 10.81%
$52.46 - $62.01 $119K - $141K
23.3K $1.44M
AJG
Arthur J. Gallagher & Co.

Financial Services
714
+ 13.48%
$259.22 - $299.75 $185K - $214K
6.01K $1.69M
SEVN
Seven Hills Realty Trust

Real Estate
17.3K
+ 24.52%
$12.42 - $14.25 $215K - $247K
87.9K $1.21M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
1.57K
+ 1.52%
$35.97 - $41.58 $56.3K - $65.1K
104K $4.23M
IEFA
Ishares Tr

ETFs
616
+ 1.28%
$70.09 - $78.74 $43.2K - $48.5K
48.9K $3.81M
BNDX
Vanguard Total International B

ETFs
5.26K
+ 21.72%
$48.42 - $50.35 $255K - $265K
29.5K $1.48M
RMD
Resmed Inc

Healthcare
629
+ 22.31%
$186.94 - $252.92 $118K - $159K
3.45K $841K
VDE
Vanguard Energy ETF

ETFs
3.78K
+ 11.75%
$117.44 - $131.06 $444K - $495K
36K $4.4M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
29.5K
+ 173.59%
$11.03 - $18.11 $326K - $535K
46.6K $522K
K
Kellogg CO

Consumer Defensive
987
+ 10.63%
$56.19 - $80.81 $55.5K - $79.8K
10.3K $829K
HROW
Harrow Health, Inc.

Healthcare
838
+ 7.98%
$20.85 - $46.47 $17.5K - $38.9K
11.3K $509K
AINV
Apollo Investment Corp

Financial Services
26K
+ 46.17%
N/A
82.3K $915K
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
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