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
VEEV
Veeva Systems Inc

Healthcare
67
+ 3.79%
$180.43 - $223.9 $12.1K - $15K
1.83K $384K
CPRT
Copart Inc

Consumer Cyclical
1.49K
+ 14.47%
$49.19 - $55.54 $73.2K - $82.7K
11.8K $617K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
2.33K
+ 14.03%
$23.47 - $23.74 $54.6K - $55.2K
18.9K $448K
CM
Canadian Imperial Bank Of Commerce

Financial Services
21
+ 0.5%
$47.28 - $62.24 $993 - $1.31K
4.25K $260K
FBP
First Bancorp

Financial Services
708
+ 4.74%
$17.74 - $21.83 $12.6K - $15.5K
15.6K $330K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
526
+ 3.61%
$37.98 - $41.19 $20K - $21.7K
15.1K $621K
ING
Ing Groep Nv

Financial Services
2.18K
+ 12.59%
$16.55 - $18.66 $36K - $40.6K
19.4K $353K
DVA
Davita Inc.

Healthcare
62
+ 3.46%
$133.98 - $165.19 $8.31K - $10.2K
1.86K $304K
OLED
Universal Display Corp Pa

Technology
267
+ 5.38%
$157.72 - $236.42 $42.1K - $63.1K
5.23K $1.1M
UYG
Proshares Ultra Financials

ETFs
7
+ 0.17%
$62.72 - $77.9 $439 - $545
4.24K $324K
WDAY
Workday, Inc.

Technology
116
+ 9.47%
$207.75 - $264.68 $24.1K - $30.7K
1.34K $327K
AVUV
American Centy ETF Tr Avantis

ETFs
238
+ 4.7%
$88.24 - $99.7 $21K - $23.7K
5.3K $508K
VMC
Vulcan Materials CO

Basic Materials
205
+ 18.35%
$231.83 - $274.51 $47.5K - $56.3K
1.32K $330K
FEX
First Tr Large Cap Core Alphde

ETFs
18
+ 0.25%
$94.21 - $104.17 $1.7K - $1.88K
7.19K $748K
IYF
Ishares Tr

ETFs
3
+ 0.05%
$93.83 - $105.05 $281 - $315
5.5K $571K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
1.23K
+ 2.11%
$13.24 - $14.64 $16.3K - $18.1K
59.6K $872K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
2.08K
+ 20.28%
$23.41 - $23.78 $48.6K - $49.4K
12.3K $291K
MPLX
Mplx LP

Energy
354
+ 1.99%
$40.44 - $45.07 $14.3K - $16K
18.1K $805K
ON
On Semiconductor Corp

Technology
284
+ 4.22%
$66.39 - $78.74 $18.9K - $22.4K
7.01K $509K
CPT
Camden Property Trust

Real Estate
173
+ 9.25%
$107.5 - $126.88 $18.6K - $22K
2.04K $252K
IR
Ingersoll Rand Inc.

Industrials
185
+ 4.68%
$86.9 - $100.4 $16.1K - $18.6K
4.14K $405K
PFG
Principal Financial Group Inc

Financial Services
55
+ 0.99%
$72.94 - $87.46 $4.01K - $4.81K
5.6K $480K
CCJ
Cameco Corp

Energy
1.08K
+ 23.54%
$36.9 - $53.72 $39.9K - $58K
5.67K $270K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
631
+ 3.4%
$15.81 - $18.96 $9.98K - $12K
19.2K $346K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
430
+ 3.93%
$46.18 - $48.92 $19.9K - $21K
11.4K $552K
ABC
Amerisourcebergen Corp

Healthcare
232
+ 4.68%
N/A
5.19K $960K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.57K
+ 99.68%
$128.47 - $280.94 $202K - $442K
3.15K $488K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
500
+ 2.45%
$17.09 - $20.23 $8.55K - $10.1K
20.9K $397K
SPTL
Spdr Portfolio Long Term Treas

ETFs
740
+ 6.89%
$26.69 - $29.87 $19.8K - $22.1K
11.5K $333K
XLB
Select Sector Spdr Fd Material

ETFs
165
+ 5.18%
$86.95 - $97.09 $14.3K - $16K
3.35K $322K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
1.49K
+ 2.78%
$15.41 - $17.22 $22.9K - $25.6K
55K $913K
APO
Apollo Global Management, Inc.

Financial Services
53
+ 1.1%
$99.16 - $125.81 $5.26K - $6.67K
4.87K $608K
OXLC
Oxford Lane Capital Corp.

Financial Services
9.38K
+ 17.61%
$5.15 - $5.67 $48.3K - $53.2K
62.7K $327K
VONE
Vanguard Russell 1000 ETF

ETFs
82
+ 6.58%
$234.0 - $260.07 $19.2K - $21.3K
1.33K $345K
WRB
Berkley W R Corp

Financial Services
3.21K
+ 48.93%
$51.54 - $79.62 $165K - $256K
9.77K $554K
LUV
Southwest Airlines CO

Industrials
639
+ 3.3%
$23.7 - $29.93 $15.1K - $19.1K
20K $593K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
5.89K
+ 5.49%
$15.5 - $16.99 $91.4K - $100K
113K $1.88M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
199
+ 7.17%
$90.87 - $102.43 $18.1K - $20.4K
2.98K $294K
PHYS
Sprott Physical Gold Trust

Financial Services
452
+ 3.76%
$18.12 - $20.72 $8.19K - $9.37K
12.5K $254K
WFC
Wells Fargo & Company

Financial Services
7.24K
+ 5.68%
$51.58 - $60.97 $373K - $441K
135K $7.6M
DGX
Quest Diagnostics Inc

Healthcare
250
+ 7.5%
$137.09 - $137.09 $34.3K - $34.3K
3.58K $491K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
636
+ 8.03%
$49.7 - $56.11 $31.6K - $35.7K
8.56K $470K
ALC
Alcon Inc

Healthcare
52
+ 2.15%
$88.07 - $100.79 $4.58K - $5.24K
2.47K $246K
MDB
Mongo Db, Inc.

Technology
23
+ 1.97%
$221.5 - $296.69 $5.09K - $6.82K
1.19K $321K
ALGN
Align Technology Inc

Healthcare
12
+ 0.59%
$204.03 - $257.2 $2.45K - $3.09K
2.04K $520K
VRT
Vertiv Holdings CO

Industrials
347
+ 10.72%
$86.66 - $86.66 $30.1K - $30.1K
3.59K $310K
WIX
Wix.Com Ltd.

Technology
49
+ 1.84%
$147.93 - $171.74 $7.25K - $8.42K
2.71K $452K
OSK
Oshkosh Corp

Industrials
641
+ 13.97%
$97.2 - $116.02 $62.3K - $74.4K
5.23K $524K
LUCD
Lucid Diagnostics Inc.

Healthcare
32K
+ 47.05%
$0.75 - $0.88 $24K - $28.2K
100K $82K
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
Track This Portfolio

Track Lido Advisors, LLC Portfolio

Follow Lido Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lido Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lido Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email