Lido Advisors, LLC Incresed Positions in Q1 2025

Lido Advisors, LLC

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

Basic Materials
2.32K
+ 11.55%
$55.94 - $66.15 $130K - $153K
22.4K $1.41M
SAP
Sap Se

Technology
586
+ 12.24%
$241.4 - $293.69 $141K - $172K
5.38K $1.44M
EXPD
Expeditors International Of Washington Inc

Industrials
846
+ 5.16%
$109.09 - $126.48 $92.3K - $107K
17.2K $2.07M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
8.27K
+ 13.61%
$20.96 - $23.51 $173K - $194K
69K $1.55M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
12K
+ 20.6%
$40.03 - $46.81 $481K - $562K
70.3K $2.87M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
10.6K
+ 36.8%
$23.19 - $23.5 $245K - $249K
39.3K $912K
SPXS
Direxion Shs ETF Tr Daily S&P

ETFs
28.6K
+ 63.15%
$5.57 - $7.6 $159K - $217K
73.9K $526K
NUE
Nucor Corp

Basic Materials
1.85K
+ 45.66%
$114.48 - $142.52 $211K - $263K
5.89K $708K
DJP
Barclays Bank PLC

ETFs
7K
+ 25.54%
N/A
34.4K $1.11M
DASH
Door Dash, Inc.

Communication Services
508
+ 5.76%
$168.37 - $213.38 $85.5K - $108K
9.32K $1.7M
PIPR
Piper Sandler Companies

Financial Services
1.78K
+ 42.58%
$244.29 - $323.68 $435K - $577K
5.97K $1.48M
ITA
Ishares Tr

ETFs
351
+ 1.68%
$144.84 - $159.5 $50.8K - $56K
21.3K $3.25M
PYPL
Pay Pal Holdings, Inc.

Financial Services
12.5K
+ 41.99%
$65.15 - $91.81 $812K - $1.14M
42.2K $2.75M
TSCO
Tractor Supply CO

Consumer Cyclical
62
+ 0.06%
$51.66 - $57.94 $3.2K - $3.59K
104K $5.72M
ET
Energy Transfer LP

Energy
28.7K
+ 8.94%
$17.26 - $21.08 $495K - $604K
349K $6.5M
GLDM
World Gold Trust

ETFs
2.79K
+ 71.25%
$52.19 - $61.89 $146K - $173K
6.71K $415K
SJM
J M Smucker CO

Consumer Defensive
1.23K
+ 15.56%
$100.41 - $118.41 $123K - $145K
9.11K $1.08M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.98K
+ 79.64%
$58.81 - $68.2 $234K - $272K
8.98K $536K
SRLN
Ssga Active Trust

ETFs
5.4K
+ 16.01%
$41.02 - $41.99 $221K - $227K
39.1K $1.61M
MPLX
Mplx LP

Energy
210
+ 0.63%
$47.88 - $54.65 $10.1K - $11.5K
33.8K $1.81M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.32K
+ 11.85%
$77.7 - $78.94 $180K - $183K
21.9K $1.73M
SIZE
Ishares Msci Usa Size Factor E

ETFs
1.7K
+ 9.83%
$141.68 - $155.75 $241K - $265K
19K $2.77M
SR
Spire Inc

Utilities
29
+ 0.16%
$65.62 - $78.25 $1.9K - $2.27K
17.8K $1.39M
XEL
Xcel Energy Inc

Utilities
1.51K
+ 6.05%
$63.37 - $72.1 $95.6K - $109K
26.4K $1.87M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.49K
+ 8.21%
$56.17 - $59.71 $196K - $208K
46K $2.63M
SLV
I Shares Silver Trust

ETFs
1K
+ 3.12%
$26.93 - $31.32 $27K - $31.4K
33.1K $1.03M
LUV
Southwest Airlines CO

Industrials
5.4K
+ 30.28%
$28.18 - $34.84 $152K - $188K
23.2K $779K
WBD
Warner Bros. Discovery, Inc.

Communication Services
15.3K
+ 12.52%
$9.47 - $11.46 $145K - $175K
137K $1.47M
ETR
Entergy Corp

Utilities
611
+ 4.7%
$75.26 - $87.89 $46K - $53.7K
13.6K $1.16M
AIQ
Global X Funds Global X Artifi

ETFs
5.15K
+ 90.99%
$36.38 - $42.77 $187K - $220K
10.8K $393K
UL
Unilever PLC

Consumer Defensive
2.24K
+ 15.58%
$54.72 - $60.29 $122K - $135K
16.6K $987K
HUM
Humana Inc

Healthcare
339
+ 4.56%
$249.11 - $303.11 $84.4K - $103K
7.78K $2.06M
BNL
Broadstone Net Lease, Inc.

Real Estate
5.63K
+ 10.38%
$15.2 - $17.25 $85.5K - $97K
59.8K $1.02M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
266
+ 0.61%
$58.01 - $64.46 $15.4K - $17.1K
43.8K $2.72M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.96K
+ 18.71%
$59.28 - $66.1 $116K - $130K
12.4K $790K
AVUV
American Centy ETF Tr Avantis

ETFs
2.26K
+ 48.17%
$84.95 - $100.62 $192K - $227K
6.95K $605K
CM
Canadian Imperial Bank Of Commerce

Financial Services
3.2K
+ 83.95%
$55.05 - $64.52 $176K - $207K
7.01K $394K
PCTY
Paylocity Holding Corp

Technology
1.18K
+ 20.72%
$183.21 - $217.86 $215K - $256K
6.85K $1.28M
HROW
Harrow Health, Inc.

Healthcare
8.33K
+ 74.78%
$22.22 - $36.67 $185K - $305K
19.5K $517K
ENB
Enbridge Inc

Energy
2.8K
+ 27.26%
$41.54 - $45.45 $116K - $127K
13.1K $579K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
4.9K
+ 38.68%
$21.64 - $23.93 $106K - $117K
17.6K $420K
LNTH
Lantheus Holdings, Inc.

Healthcare
170
+ 1.11%
$78.23 - $110.01 $13.3K - $18.7K
15.4K $1.51M
KHC
Kraft Heinz CO

Consumer Defensive
4.78K
+ 19.18%
$28.51 - $32.22 $136K - $154K
29.7K $903K
HIG
Hartford Financial Services Group, Inc.

Financial Services
498
+ 9.44%
$106.31 - $123.73 $52.9K - $61.6K
5.77K $714K
SNPS
Synopsys Inc

Technology
858
+ 20.96%
$428.58 - $551.54 $368K - $473K
4.95K $2.12M
PAYX
Paychex Inc

Industrials
221
+ 3.07%
$136.06 - $154.52 $30.1K - $34.1K
7.41K $1.14M
VPN
Global X Fds Data Ctr Reits &

ETFs
8.22K
+ 17.45%
N/A
55.3K $880K
SONY
Sony Group Corp

Technology
941
+ 3.7%
$19.88 - $25.64 $18.7K - $24.1K
26.4K $669K
ITW
Illinois Tool Works Inc

Industrials
1.28K
+ 3.8%
$244.9 - $274.48 $313K - $351K
34.9K $8.65M
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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