Lido Advisors, LLC Incresed Positions in Q1 2025

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
376
+ 2.82%
$69.81 - $78.9 $26.2K - $29.7K
13.7K $1.07M
EEMV
Ishares Msci Emerging Markets

ETFs
2.12K
+ 50.27%
$57.07 - $59.29 $121K - $126K
6.35K $370K
MKC
Mccormick & CO Inc

Consumer Defensive
212
+ 1.2%
$71.24 - $84.73 $15.1K - $18K
17.9K $1.47M
ZS
Zscaler, Inc.

Technology
132
+ 2.43%
$181.66 - $216.87 $24K - $28.6K
5.57K $1.11M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.46K
+ 19.02%
$51.45 - $58.51 $230K - $261K
27.9K $1.45M
SNOW
Snowflake Inc.

Technology
2.05K
+ 9.58%
$146.16 - $192.78 $300K - $395K
23.4K $3.43M
COF
Capital One Financial Corp

Financial Services
618
+ 5.34%
$163.87 - $209.82 $101K - $130K
12.2K $2.19M
BAX
Baxter International Inc

Healthcare
1.78K
+ 14.84%
$29.26 - $36.57 $52K - $64.9K
13.7K $470K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.19K
+ 7.73%
$79.17 - $82.04 $94.1K - $97.5K
16.6K $1.35M
SE
Sea LTD

Consumer Cyclical
114
+ 2.8%
$104.87 - $146.31 $12K - $16.7K
4.19K $547K
EBAY
Ebay Inc

Consumer Cyclical
774
+ 7.22%
$61.61 - $70.93 $47.7K - $54.9K
11.5K $778K
LYB
Lyondell Basell Industries N.V.

Basic Materials
2.82K
+ 12.42%
$69.82 - $78.67 $197K - $221K
25.5K $1.79M
CSX
Csx Corp

Industrials
8.95K
+ 16.4%
$29.11 - $33.67 $261K - $301K
63.5K $1.87M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.14K
+ 6.08%
$50.48 - $51.04 $108K - $109K
37.4K $1.9M
SPTS
Spdr Portfolio Short Term Trea

ETFs
3.56K
+ 48.24%
$28.92 - $29.24 $103K - $104K
10.9K $319K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
9.32K
+ 89.04%
$18.53 - $29.07 $173K - $271K
19.8K $375K
FNF
Fidelity National Financial, Inc.

Financial Services
496
+ 6.09%
$54.25 - $65.27 $26.9K - $32.4K
8.64K $562K
ZION
Zions Bancorporation, National Association

Financial Services
2.59K
+ 47.58%
$47.0 - $59.03 $122K - $153K
8.04K $400K
NRZ
New Residential Investment Corp.

Real Estate
14.5K
+ 15.52%
N/A
108K $780K
ESS
Essex Property Trust, Inc.

Real Estate
369
+ 0.22%
N/A
170K $46.3M
OVV
Ovintiv Inc.

Energy
32
+ 0.08%
$37.84 - $45.91 $1.21K - $1.47K
42.6K $1.83M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
644
+ 5.13%
$97.38 - $104.52 $62.7K - $67.3K
13.2K $1.35M
IRM
Iron Mountain Inc

Real Estate
6.97K
+ 26.52%
$82.79 - $111.31 $577K - $776K
33.3K $2.86M
FNV
Franco Nevada Corp

Basic Materials
3
+ 0.12%
$120.72 - $157.56 $362 - $473
2.42K $380K
CPT
Camden Property Trust

Real Estate
687
+ 35.16%
$109.16 - $125.53 $75K - $86.2K
2.64K $322K
ERIE
Erie Indemnity CO

Financial Services
192
+ 10.57%
$377.62 - $450.61 $72.5K - $86.5K
2.01K $841K
IP
International Paper CO

Consumer Cyclical
2.18K
+ 4.28%
$49.38 - $60.09 $108K - $131K
53.1K $2.83M
MAA
Mid America Apartment Communities Inc.

Real Estate
308
+ 9.8%
$146.9 - $170.92 $45.2K - $52.6K
3.45K $578K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
4.34K
+ 11.9%
$19.17 - $20.25 $83.2K - $87.8K
40.8K $792K
RMD
Resmed Inc

Healthcare
486
+ 12.3%
$219.7 - $257.65 $107K - $125K
4.44K $993K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.47K
+ 8.23%
$9.49 - $14.83 $14K - $21.8K
19.3K $263K
UNM
Unum Group

Financial Services
536
+ 10.09%
$71.8 - $83.34 $38.5K - $44.7K
5.85K $476K
DXCM
Dexcom Inc

Healthcare
3.37K
+ 22.29%
$67.74 - $90.75 $228K - $305K
18.5K $1.26M
SEVN
Seven Hills Realty Trust

Real Estate
12.2K
+ 10.96%
$12.27 - $13.61 $149K - $165K
123K $1.54M
SHV
Ishares Tr

ETFs
767
+ 23.89%
$110.11 - $110.51 $84.5K - $84.8K
3.98K $439K
OXY
Occidental Petroleum Corp

Energy
1.74K
+ 9.85%
$45.45 - $52.7 $79.2K - $91.9K
19.4K $959K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
4.51K
+ 6.46%
$16.18 - $17.82 $73K - $80.4K
74.4K $1.25M
ORCC
Owl Rock Capital Corp

Financial Services
6.17K
+ 3.3%
N/A
193K $2.59M
CBRE
Cbre Group, Inc.

Real Estate
655
+ 8.15%
$121.79 - $147.13 $79.8K - $96.4K
8.69K $1.14M
DLTR
Dollar Tree, Inc.

Consumer Defensive
1.06K
+ 14.92%
$61.92 - $76.95 $65.6K - $81.5K
8.16K $612K
TGTX
Tg Therapeutics, Inc.

Healthcare
218
+ 2.84%
$27.67 - $42.99 $6.03K - $9.37K
7.9K $311K
FVD
First Tr Value Line Divid Inde

ETFs
1.13K
+ 3.58%
$42.61 - $45.51 $48K - $51.2K
32.6K $1.45M
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
371
+ 0.49%
$8.57 - $10.13 $3.18K - $3.76K
76.2K $729K
EFC
Ellington Financial Inc.

Real Estate
35
+ 0.06%
$12.08 - $14.35 $423 - $502
61.7K $818K
MOH
Molina Healthcare, Inc.

Healthcare
42
+ 2.9%
$266.57 - $333.27 $11.2K - $14K
1.49K $490K
IEMG
Ishares Inc

ETFs
1.25K
+ 7.64%
N/A
17.6K $946K
ORI
Old Republic International Corp

Financial Services
1.18K
+ 17.33%
$33.46 - $39.22 $39.4K - $46.2K
7.97K $312K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
266
+ 1.82%
$43.6 - $49.84 $11.6K - $13.3K
14.9K $705K
SLRC
Slr Investment Corp.

Financial Services
2.17K
+ 5.23%
$16.18 - $17.82 $35.1K - $38.6K
43.6K $735K
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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