Lido Advisors, LLC New Holdings in Q1 2025

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSCU
Invesco Exc Self Ind Tr

ETFs
4.16M
New
$16.2 - $16.64 $67.4M - $69.3M
4.16M $69.1M
KOSS
Koss Corp

Technology
2.89M
New
$4.68 - $7.69 $13.5M - $22.2M
2.89M $13.7M
STRT
Strattec Security Corp

Consumer Cyclical
73.5K
New
$36.29 - $51.49 $2.67M - $3.78M
73.5K $2.9M
SCHO
Schwab Short Term Us Treasury

ETFs
76.8K
New
$24.1 - $24.34 $1.85M - $1.87M
76.8K $1.87M
ZG
Zillow Group, Inc.

Communication Services
25.4K
New
$66.41 - $85.29 $1.69M - $2.17M
25.4K $1.7M
CACC
Credit Acceptance Corp

Financial Services
3.17K
New
$440.44 - $525.64 $1.4M - $1.67M
3.17K $1.64M
RKLB
Rocket Lab Usa, Inc.

Industrials
82.5K
New
$17.12 - $31.57 $1.41M - $2.6M
82.5K $1.47M
DVYE
Ishares Emerging Markets Divid

ETFs
52.7K
New
$25.08 - $27.99 $1.32M - $1.47M
52.7K $1.44M
BOND
Pimco Active Bond Exchange Tra

ETFs
15K
New
$89.27 - $92.9 $1.34M - $1.39M
15K $1.39M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
32.7K
New
$38.99 - $40.37 $1.28M - $1.32M
32.7K $1.32M
SMG
Scotts Miracle Gro CO

Basic Materials
22.3K
New
$54.76 - $77.7 $1.22M - $1.74M
22.3K $1.23M
LVS
Las Vegas Sands Corp

Consumer Cyclical
30.9K
New
$38.18 - $50.93 $1.18M - $1.58M
30.9K $1.19M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
55.3K
New
$20.2 - $22.24 $1.12M - $1.23M
55.3K $1.19M
NMRK
Newmark Group, Inc.

Real Estate
94.1K
New
$11.84 - $14.69 $1.11M - $1.38M
94.1K $1.14M
ONON
On Holding Ag

Consumer Cyclical
23.5K
New
$43.92 - $63.62 $1.03M - $1.49M
23.5K $1.03M
HEI
Heico Corp

Industrials
3.69K
New
$219.6 - $270.85 $810K - $999K
3.69K $985K
BMI
Badger Meter Inc

Technology
4.72K
New
$189.49 - $221.51 $895K - $1.05M
4.72K $898K
PODD
Insulet Corp

Healthcare
3.36K
New
$237.06 - $288.29 $796K - $968K
3.36K $881K
HRI
Herc Holdings Inc

Industrials
5.99K
New
$122.25 - $211.06 $733K - $1.26M
5.99K $804K
TW
Tradeweb Markets Inc.

Financial Services
5.24K
New
$123.42 - $148.46 $647K - $779K
5.24K $778K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
15.2K
New
$50.87 - $51.09 $773K - $777K
15.2K $775K
TECK
Teck Resources LTD

Basic Materials
19.6K
New
$36.43 - $43.86 $714K - $859K
19.6K $713K
IAI
Ishares Tr Us Broker Dealers &

ETFs
4.84K
New
$134.68 - $159.3 $652K - $772K
4.84K $678K
CSGP
Costar Group, Inc.

Real Estate
8.15K
New
$69.29 - $80.37 $565K - $655K
8.15K $645K
BSCV
Invesco ETF Self Indexed Fd Tr
39.6K
New
$15.87 - $16.38 $628K - $648K
39.6K $645K
XJR
Ishares Tresg Screened S&P Sma

ETFs
17K
New
$36.7 - $42.78 $623K - $727K
17K $639K
CORT
Corcept Therapeutics Inc

Healthcare
5.6K
New
$49.85 - $114.22 $279K - $640K
5.6K $639K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
43.3K
New
$13.33 - $14.08 $577K - $609K
43.3K $600K
BLDR
Builders First Source, Inc.

Industrials
4.69K
New
$122.8 - $173.51 $575K - $813K
4.69K $585K
APG
A Pi Group Corp

Industrials
15.6K
New
$35.67 - $40.88 $558K - $639K
15.6K $559K
XLRE
Select Sector Spdr Tr Real Est

ETFs
12.6K
New
$39.18 - $43.52 $493K - $548K
12.6K $526K
CELH
Celsius Holdings, Inc.

Consumer Defensive
14.6K
New
$21.28 - $35.62 $310K - $519K
14.6K $519K
TTWO
Take Two Interactive Software Inc

Communication Services
2.43K
New
$178.61 - $217.95 $433K - $529K
2.43K $502K
DMLP
Dorchester Minerals, L.P.

Energy
15.7K
New
$29.17 - $34.68 $457K - $543K
15.7K $470K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.38K
New
$333.37 - $384.99 $460K - $531K
1.38K $461K
PNQI
Invesco Nasdaq Internet ETF

ETFs
9.9K
New
$43.72 - $51.15 $433K - $506K
9.9K $436K
BROS
Dutch Bros Inc.

Consumer Cyclical
6.94K
New
$55.77 - $85.37 $387K - $593K
6.94K $428K
EMB
Ishares Tr

ETFs
4.49K
New
$88.64 - $92.03 $398K - $413K
4.49K $406K
PPA
Invesco Exchange Traded Fd Tr

ETFs
3.44K
New
$113.59 - $123.29 $391K - $424K
3.44K $401K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
7.69K
New
$42.3 - $53.69 $325K - $413K
7.69K $400K
TFLO
Ishares Treasury Floating Rate

ETFs
7.87K
New
$50.48 - $50.68 $397K - $399K
7.87K $398K
CASY
Caseys General Stores Inc

Consumer Cyclical
904
New
$378.71 - $442.54 $342K - $400K
904 $392K
RPG
Invesco Exchange Traded Fd Tr

ETFs
9.85K
New
$37.33 - $45.03 $368K - $443K
9.85K $376K
TOST
Toast, Inc.

Technology
10.9K
New
$32.61 - $41.98 $354K - $456K
10.9K $360K
EXPO
Exponent Inc

Industrials
4.42K
New
$78.9 - $93.95 $349K - $415K
4.42K $358K
IMNM
Immunome Inc.

Healthcare
53K
New
$6.73 - $11.83 $357K - $627K
53K $356K
JD
Jd.Com, Inc.

Consumer Cyclical
8.61K
New
$33.1 - $45.21 $285K - $389K
8.61K $354K
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.87K
New
$179.71 - $192.06 $335K - $358K
1.87K $343K
IXN
Ishares Global Information Tec

ETFs
4.47K
New
$75.73 - $88.4 $338K - $395K
4.47K $338K
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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