Lido Advisors, LLC Incresed Positions in Q1 2025

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IX
Orix Corp

Financial Services
12.8K
+ 538.66%
$20.44 - $107.42 $262K - $1.38M
15.2K $317K
MSTR
Microstrategy Inc

Technology
240
+ 7.6%
$239.27 - $396.5 $57.4K - $95.2K
3.4K $978K
IBB
Ishares Biotechnology ETF

ETFs
1.58K
+ 4.9%
$127.9 - $140.56 $202K - $222K
33.8K $4.33M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.35K
+ 1.47%
$49.78 - $53.19 $67.1K - $71.6K
93.1K $4.76M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.01K
+ 7.61%
$45.92 - $47.58 $46.5K - $48.2K
14.3K $679K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
1.08K
+ 14.48%
$49.67 - $51.43 $53.6K - $55.5K
8.53K $435K
WDI
Western Asset Diversified Income Fund

ETFs
4.06K
+ 40.6%
$14.4 - $15.26 $58.5K - $62K
14.1K $203K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
4K
+ 4.06%
$12.18 - $12.91 $48.7K - $51.6K
103K $1.27M
APPS
Digital Turbine, Inc.

Technology
8K
+ 21.55%
$1.7 - $6.52 $13.6K - $52.2K
45.1K $122K
VOE
Vanguard Mid Cap Value Index F

ETFs
412
+ 5.95%
$156.61 - $168.02 $64.5K - $69.2K
7.34K $1.18M
XYL
Xylem Inc.

Industrials
239
+ 3.12%
$114.02 - $132.04 $27.3K - $31.6K
7.9K $944K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
100
+ 0.39%
$12.0 - $14.77 $1.2K - $1.48K
25.5K $373K
SYY
Sysco Corp

Consumer Defensive
1.1K
+ 5.4%
$70.0 - $77.13 $76.7K - $84.5K
21.4K $1.6M
K
Kellogg CO

Consumer Defensive
489
+ 8.39%
$81.06 - $82.9 $39.6K - $40.5K
6.31K $520K
VTR
Ventas, Inc.

Real Estate
213
+ 6.14%
$56.9 - $70.47 $12.1K - $15K
3.68K $253K
CTSH
Cognizant Technology Solutions Corp

Technology
707
+ 3.7%
$75.32 - $90.7 $53.3K - $64.1K
19.8K $1.52M
MKL
Markel Corp

Financial Services
10
+ 5.05%
$1660.14 - $2059.83 $16.6K - $20.6K
208 $388K
INDA
Ishares Msci India Index Fund

ETFs
1.09K
+ 12.63%
$47.8 - $53.4 $52.1K - $58.2K
9.71K $500K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
4
+ 0.88%
$1227.6 - $1458.46 $4.91K - $5.83K
458 $618K
EMN
Eastman Chemical CO

Basic Materials
1.19K
+ 6.28%
$87.05 - $103.47 $103K - $123K
20K $1.77M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
293
+ 8.1%
$246.3 - $299.62 $72.2K - $87.8K
3.91K $1.02M
TCPC
Black Rock Tcp Capital Corp.

Financial Services
7.89K
+ 24.45%
$7.72 - $9.45 $60.9K - $74.6K
40.2K $321K
MMSI
Merit Medical Systems Inc

Healthcare
70
+ 1.94%
$95.64 - $110.29 $6.69K - $7.72K
3.69K $389K
SNEX
Stone X Group Inc.

Financial Services
1.42K
+ 44.47%
$76.12 - $126.89 $108K - $181K
4.62K $353K
HRL
Hormel Foods Corp

Consumer Defensive
1.78K
+ 5.17%
$28.29 - $31.52 $50.3K - $56.1K
36.2K $1.12M
UHS
Universal Health Services Inc

Healthcare
89
+ 3.53%
$163.99 - $193.27 $14.6K - $17.2K
2.61K $490K
ASTS
Ast Space Mobile, Inc.

Communication Services
402
+ 2.3%
$17.72 - $33.8 $7.12K - $13.6K
17.9K $407K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
132
+ 0.72%
$9.19 - $12.93 $1.21K - $1.71K
18.4K $205K
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
3.81K
+ 0.65%
$10.68 - $11.3 $40.7K - $43.1K
586K $6.37M
JCI
Johnson Controls International PLC

Industrials
130
+ 0.67%
$76.12 - $90.6 $9.9K - $11.8K
19.5K $1.56M
STE
Steris PLC

Healthcare
13
+ 0.97%
$202.46 - $232.74 $2.63K - $3.03K
1.35K $305K
PAYC
Paycom Software, Inc.

Technology
75
+ 7.27%
$199.42 - $225.82 $15K - $16.9K
1.11K $241K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
4.8K
+ 8.95%
$16.48 - $19.07 $79.1K - $91.5K
58.4K $969K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
388
+ 9.13%
$55.76 - $59.54 $21.6K - $23.1K
4.64K $269K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
42
+ 0.95%
$46.83 - $56.05 $1.97K - $2.35K
4.48K $238K
MGY
Magnolia Oil & Gas Corp

Energy
357
+ 3.68%
$22.26 - $26.58 $7.95K - $9.49K
10.1K $253K
SPTL
Spdr Portfolio Long Term Treas

ETFs
220
+ 1.17%
$25.54 - $27.64 $5.62K - $6.08K
19K $517K
UIHC
United Insurance Holdings Corp.

Financial Services
3.5K
+ 4.01%
N/A
90.6K $679K
DGRO
Ishares Core Dividend Growth E

ETFs
286
+ 1.56%
$60.46 - $64.42 $17.3K - $18.4K
18.6K $1.15M
MGK
Vanguard Mega Cap Growth ETF

ETFs
714
+ 12.66%
$307.43 - $357.48 $220K - $255K
6.35K $1.96M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
468
+ 2.52%
$14.13 - $16.72 $6.61K - $7.82K
19K $294K
RBLX
Roblox Corp

Communication Services
386
+ 4.8%
$53.77 - $75.47 $20.8K - $29.1K
8.42K $490K
MSCI
Msci Inc.

Financial Services
113
+ 9.77%
$541.46 - $628.34 $61.2K - $71K
1.27K $718K
PH
Parker Hannifin Corp

Industrials
329
+ 5.24%
$591.65 - $707.05 $195K - $233K
6.61K $4.02M
RMBS
Rambus Inc

Technology
552
+ 11.02%
$51.55 - $68.59 $28.5K - $37.9K
5.56K $287K
MFC
Manulife Financial Corp

Financial Services
195
+ 0.52%
$28.41 - $31.82 $5.54K - $6.2K
37.9K $1.18M
DHI
Horton D R Inc

Consumer Cyclical
3.03K
+ 10.61%
$125.29 - $147.65 $380K - $448K
31.6K $4.02M
RS
Reliance Steel & Aluminum CO

Basic Materials
7
+ 0.7%
$266.61 - $302.66 $1.87K - $2.12K
1.01K $290K
DVA
Davita Inc.

Healthcare
86
+ 3.16%
$140.0 - $177.35 $12K - $15.3K
2.8K $428K
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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