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
RELX
Relx PLC

Communication Services
3.4K
+ 35.6%
$44.1 - $48.86 $150K - $166K
13K $615K
ELV
Elevance Health, Inc.

Healthcare
515
+ 12.4%
$500.12 - $562.29 $258K - $290K
4.67K $2.43M
HLN
Haleon PLC

Healthcare
9.91K
+ 32.0%
$8.32 - $10.7 $82.4K - $106K
40.9K $432K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
2.79K
+ 1.28%
$9.89 - $11.43 $27.6K - $31.9K
220K $2.42M
AVB
Avalonbay Communities Inc

Real Estate
628
+ 35.64%
$200.95 - $234.65 $126K - $147K
2.39K $538K
ACIW
Aci Worldwide, Inc.

Technology
1.64K
+ 22.37%
$38.9 - $50.89 $63.9K - $83.6K
8.98K $457K
BGB
Blackstone Strategic Credit Fund

Financial Services
12K
+ 26.62%
$11.61 - $12.42 $139K - $148K
56.8K $700K
PCG
Pg&E Corp

Utilities
5.22K
+ 19.26%
$17.08 - $20.6 $89.1K - $107K
32.3K $638K
RF
Regions Financial Corp

Financial Services
4.75K
+ 27.98%
$19.51 - $23.42 $92.7K - $111K
21.7K $506K
IBHE
Ishares Ibonds 2025 Term High

ETFs
6.92K
+ 5.17%
$23.03 - $23.3 $159K - $161K
141K $3.28M
INDA
Ishares Msci India Index Fund

ETFs
2.41K
+ 39.14%
$54.86 - $59.22 $132K - $143K
8.57K $501K
NEM
Newmont Corp

Basic Materials
1.44K
+ 20.87%
$41.65 - $55.85 $60K - $80.4K
8.34K $445K
PAYX
Paychex Inc

Industrials
379
+ 5.69%
$116.17 - $135.19 $44K - $51.2K
7.04K $944K
IYH
Ishares Tr

ETFs
337
+ 0.94%
$60.29 - $66.38 $20.3K - $22.4K
36K $2.34M
IFGL
Ishares International Develope

ETFs
1.25K
+ 3.14%
$19.81 - $23.14 $24.8K - $29K
41.1K $939K
EPD
Enterprise Products Partners L.P.

Energy
4.62K
+ 4.18%
$27.88 - $30.0 $129K - $139K
115K $3.35M
USFR
Wisdomtree Floating Rate Treas

ETFs
2.94K
+ 55.72%
$50.2 - $50.48 $148K - $148K
8.22K $412K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
481
+ 5.43%
$95.1 - $106.76 $45.7K - $51.4K
9.34K $997K
UHS
Universal Health Services Inc

Healthcare
316
+ 19.46%
$178.68 - $241.52 $56.5K - $76.3K
1.94K $444K
PCAR
Paccar Inc

Industrials
1.84K
+ 20.79%
$91.64 - $109.98 $168K - $202K
10.7K $1.05M
SAIC
Science Applications International Corp

Technology
9
+ 0.14%
$113.4 - $139.27 $1.02K - $1.25K
6.34K $882K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1.08K
+ 30.5%
$111.59 - $129.08 $121K - $140K
4.63K $549K
NIO
Nio Inc.

Consumer Cyclical
10.1K
+ 39.51%
$3.67 - $6.68 $37K - $67.3K
35.6K $237K
DFAT
Dimensional ETF Tr U S Target

ETFs
1.75K
+ 20.31%
$51.0 - $57.07 $89.2K - $99.8K
10.4K $576K
ROL
Rollins Inc

Consumer Cyclical
2.34K
+ 36.19%
$45.93 - $51.4 $108K - $120K
8.81K $445K
LADR
Ladder Capital Corp

Real Estate
2.59K
+ 0.82%
$11.1 - $12.36 $28.8K - $32K
320K $3.72M
GPC
Genuine Parts CO

Consumer Cyclical
842
+ 9.81%
$131.04 - $147.11 $110K - $124K
9.43K $1.32M
TER
Teradyne, Inc

Technology
3.11K
+ 15.41%
$114.25 - $163.0 $356K - $508K
23.3K $3.12M
MSCI
Msci Inc.

Financial Services
61
+ 6.89%
$479.31 - $584.91 $29.2K - $35.7K
946 $551K
TRU
Trans Union

Industrials
179
+ 5.14%
$72.72 - $106.05 $13K - $19K
3.66K $383K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
2.49K
+ 32.18%
$31.95 - $38.02 $79.6K - $94.7K
10.2K $383K
C
Citigroup Inc

Financial Services
2.31K
+ 9.83%
$56.11 - $67.61 $130K - $156K
25.9K $1.62M
DLR
Digital Realty Trust, Inc.

Real Estate
486
+ 10.5%
$144.47 - $162.98 $70.2K - $79.2K
5.11K $827K
AWK
American Water Works Company, Inc.

Utilities
46
+ 0.67%
$127.76 - $149.9 $5.88K - $6.9K
6.86K $1M
EXR
Extra Space Storage Inc.

Real Estate
101
+ 2.47%
$151.92 - $183.06 $15.3K - $18.5K
4.19K $755K
GPS
Gap Inc

Consumer Cyclical
9.14K
+ 53.07%
$19.42 - $24.62 $178K - $225K
26.4K $531K
GNRC
Generac Holdings Inc.

Industrials
252
+ 8.68%
$133.16 - $159.78 $33.6K - $40.3K
3.16K $501K
BR
Broadridge Financial Solutions, Inc.

Technology
92
+ 1.69%
$196.56 - $218.55 $18.1K - $20.1K
5.53K $1.19M
WSO
Watsco Inc

Industrials
182
+ 19.68%
$448.73 - $519.89 $81.7K - $94.6K
1.11K $544K
FRPT
Freshpet, Inc.

Consumer Defensive
706
+ 30.98%
$115.58 - $142.2 $81.6K - $100K
2.99K $408K
AN
Autonation, Inc.

Consumer Cyclical
391
+ 17.86%
$156.14 - $190.72 $61.1K - $74.6K
2.58K $461K
OTIS
Otis Worldwide Corp

Industrials
500
+ 6.43%
$91.43 - $104.43 $45.7K - $52.2K
8.27K $859K
AXON
Axon Enterprise, Inc.

Industrials
33
+ 3.6%
$286.16 - $399.6 $9.44K - $13.2K
950 $379K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
50
+ 0.02%
$11.31 - $11.96 $566 - $598
218K $2.61M
IT
Gartner Inc

Technology
89
+ 8.2%
$441.32 - $516.47 $39.3K - $46K
1.18K $595K
MBB
Ishares Tr

ETFs
250
+ 1.19%
$90.85 - $96.66 $22.7K - $24.2K
21.3K $2.04M
CVNA
Carvana Co.

Consumer Cyclical
155
+ 8.63%
$122.32 - $175.15 $19K - $27.1K
1.95K $339K
CTSH
Cognizant Technology Solutions Corp

Technology
150
+ 1.45%
$66.89 - $77.87 $10K - $11.7K
10.5K $812K
PDI
Pimco Dynamic Income Fund

Financial Services
2.3K
+ 5.65%
$18.7 - $20.25 $43K - $46.5K
42.9K $869K
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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