Lido Advisors, LLC New Holdings in Q3 2024

Lido Advisors, LLC

  • $20.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
800K
New
$42.54 - $47.97 $34M - $38.4M
800K $38M
NVT
N Vent Electric PLC

Industrials
151K
New
$60.72 - $81.19 $9.18M - $12.3M
151K $10.6M
GDDY
Go Daddy Inc.

Technology
57.2K
New
$141.41 - $167.41 $8.08M - $9.57M
57.2K $8.96M
RL
Ralph Lauren Corp

Consumer Cyclical
44.8K
New
$158.53 - $197.61 $7.1M - $8.85M
44.8K $8.68M
SYF
Synchrony Financial

Financial Services
164K
New
$43.77 - $52.22 $7.18M - $8.57M
164K $8.19M
VST
Vistra Corp.

Utilities
15.3K
New
$69.0 - $119.06 $1.05M - $1.82M
15.3K $1.81M
SR
Spire Inc

Utilities
17.9K
New
$59.15 - $67.77 $1.06M - $1.21M
17.9K $1.2M
FNDX
Schwab Fundamental U S Large C

ETFs
16K
New
$65.36 - $71.76 $1.05M - $1.15M
16K $1.15M
GGG
Graco Inc

Industrials
11.6K
New
$77.82 - $87.64 $905K - $1.02M
11.6K $1.02M
ERIE
Erie Indemnity CO

Financial Services
1.76K
New
$356.56 - $544.84 $627K - $958K
1.76K $948K
ATR
Aptargroup, Inc.

Healthcare
5.15K
New
$138.54 - $160.11 $714K - $825K
5.15K $825K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
29.9K
New
$24.39 - $25.28 $728K - $755K
29.9K $750K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
32K
New
$22.94 - $23.16 $734K - $742K
32K $740K
SPOT
Spotify Technology S.A.

Communication Services
2K
New
$290.16 - $384.01 $579K - $767K
2K $735K
RELY
Remitly Global, Inc.

Technology
48.6K
New
$12.07 - $14.58 $587K - $709K
48.6K $650K
SPXC
Spx Corp

Industrials
3.76K
New
$139.19 - $164.35 $523K - $618K
3.76K $599K
SKYW
Skywest Inc

Industrials
6.93K
New
$68.08 - $87.62 $472K - $607K
6.93K $588K
IOT
Samsara Inc.

Technology
12K
New
$34.85 - $49.75 $418K - $597K
12K $577K
BKH
Black Hills Corp

Utilities
9.23K
New
$53.42 - $61.53 $493K - $568K
9.23K $564K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
22.2K
New
$23.08 - $23.52 $512K - $522K
22.2K $520K
EHC
Encompass Health Corp

Healthcare
5.34K
New
$83.97 - $97.17 $448K - $519K
5.34K $515K
WYNN
Wynn Resorts LTD

Consumer Cyclical
4.76K
New
$73.55 - $97.62 $350K - $464K
4.76K $456K
BURL
Burlington Stores, Inc.

Consumer Cyclical
1.66K
New
$233.02 - $278.99 $388K - $464K
1.66K $438K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
35.3K
New
$10.49 - $11.94 $370K - $421K
35.3K $408K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.02K
New
$178.94 - $207.0 $361K - $418K
2.02K $405K
MGEE
Mge Energy Inc

Utilities
4.28K
New
$73.49 - $92.42 $315K - $396K
4.28K $391K
HOOD
Robinhood Markets, Inc.

Technology
16.5K
New
$16.42 - $24.63 $271K - $407K
16.5K $386K
LYFT
Lyft, Inc.

Technology
29.9K
New
$9.08 - $13.97 $272K - $418K
29.9K $381K
CGNX
Cognex Corp

Technology
9.33K
New
$36.85 - $52.91 $344K - $494K
9.33K $377K
HNI
Hni Corp

Industrials
6.93K
New
$44.15 - $54.95 $306K - $381K
6.93K $373K
RGA
Reinsurance Group Of America Inc

Financial Services
1.69K
New
$192.62 - $225.79 $326K - $382K
1.69K $369K
AMEH
Apollo Medical Holdings, Inc.

Healthcare
10K
New
N/A
10K $367K
CSWC
Capital Southwest Corp

Financial Services
14.5K
New
$23.56 - $27.07 $340K - $391K
14.5K $365K
VTHR
Vanguard Russell 3000 ETF

ETFs
1.43K
New
$228.55 - $253.74 $326K - $362K
1.43K $361K
SPXS
Direxion Shs ETF Tr Daily S&P

ETFs
51.2K
New
$6.65 - $9.15 $341K - $469K
51.2K $340K
MOH
Molina Healthcare, Inc.

Healthcare
951
New
$283.98 - $360.73 $270K - $343K
951 $327K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
5.27K
New
$54.75 - $61.2 $288K - $322K
5.27K $322K
PRG
Prog Holdings, Inc.

Industrials
6.48K
New
$32.04 - $50.26 $208K - $326K
6.48K $314K
FCNCA
First Citizens Bancshares Inc

Financial Services
171
New
$1685.92 - $2128.51 $288K - $364K
171 $314K
GVA
Granite Construction Inc

Industrials
3.9K
New
$58.93 - $80.33 $230K - $313K
3.9K $308K
CEIX
Consol Energy Inc.

Energy
2.92K
New
$88.45 - $107.31 $259K - $314K
2.92K $306K
USFD
Us Foods Holding Corp.

Consumer Defensive
4.91K
New
$50.06 - $62.82 $246K - $309K
4.91K $302K
MLI
Mueller Industries Inc

Industrials
3.96K
New
$55.73 - $74.1 $221K - $293K
3.96K $293K
BALL
Ball Corp

Consumer Cyclical
4.21K
New
$58.86 - $67.91 $248K - $286K
4.21K $285K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5.9K
New
$42.22 - $48.62 $249K - $287K
5.9K $274K
ITGR
Integer Holdings Corp

Healthcare
2.09K
New
$110.25 - $131.62 $230K - $275K
2.09K $271K
OFG
Ofg Bancorp

Financial Services
6K
New
$36.77 - $46.84 $221K - $281K
6K $269K
SCI
Service Corp International

Consumer Cyclical
3.41K
New
$69.55 - $80.63 $237K - $275K
3.41K $269K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
5.46K
New
$41.58 - $49.01 $227K - $267K
5.46K $267K
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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