Lido Advisors, LLC New Holdings in Q1 2025

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PKW
Invesco Exchange Traded Fd Tr

ETFs
2.99K
New
$109.15 - $120.99 $326K - $361K
2.99K $336K
ES
Eversource Energy

Utilities
5.37K
New
$55.63 - $63.8 $299K - $343K
5.37K $333K
MUR
Murphy Oil Corp

Energy
10.8K
New
$24.02 - $33.9 $261K - $368K
10.8K $308K
FXI
Ishares Tr

ETFs
8.52K
New
$28.65 - $38.55 $244K - $328K
8.52K $305K
PDD
Pinduoduo Inc.

Consumer Cyclical
2.52K
New
$94.68 - $131.34 $238K - $331K
2.52K $298K
LECO
Lincoln Electric Holdings Inc

Industrials
1.56K
New
$180.51 - $216.81 $281K - $338K
1.56K $294K
PI
Impinj Inc

Technology
3.15K
New
$87.73 - $152.24 $276K - $479K
3.15K $285K
PHG
Koninklijke Philips Nv

Healthcare
11K
New
$24.92 - $28.61 $275K - $315K
11K $279K
UBS
Ubs Group Ag

Financial Services
9.04K
New
$30.28 - $35.78 $274K - $324K
9.04K $276K
GLBE
Global E Online Ltd.

Consumer Cyclical
7.39K
New
$35.65 - $62.84 $264K - $465K
7.39K $263K
IYG
Ishares Tr

ETFs
3.22K
New
$74.6 - $84.81 $240K - $273K
3.22K $252K
KBE
Spdr S&P Bank ETF

ETFs
4.72K
New
$51.28 - $59.92 $242K - $283K
4.72K $249K
TWIN
Twin Disc Inc

Industrials
32.4K
New
$7.51 - $11.6 $244K - $376K
32.4K $245K
SUN
Sunoco LP

Energy
4.15K
New
$51.29 - $59.25 $213K - $246K
4.15K $241K
URA
Global X Uranium ETF

ETFs
10.5K
New
$22.92 - $30.98 $240K - $325K
10.5K $240K
SCHR
Schwab Intermediate Term Us Tr

ETFs
9.61K
New
$24.05 - $24.86 $231K - $239K
9.61K $238K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4.68K
New
$47.08 - $50.67 $220K - $237K
4.68K $234K
MUST
Columbia ETF Tr I Multi Sector

ETFs
11.5K
New
$20.08 - $20.62 $231K - $237K
11.5K $231K
DFAE
Dimensional ETF Tr

ETFs
8.9K
New
$24.64 - $26.86 $219K - $239K
8.9K $230K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
2.39K
New
$93.57 - $120.35 $224K - $288K
2.39K $228K
PRIM
Primoris Services Corp

Industrials
3.89K
New
$57.27 - $89.03 $223K - $346K
3.89K $223K
SWK
Stanley Black & Decker, Inc.

Industrials
2.91K
New
$76.43 - $90.41 $223K - $263K
2.91K $223K
PENN
Penn National Gaming Inc

Consumer Cyclical
13.6K
New
$16.23 - $22.73 $221K - $310K
13.6K $222K
GABC
German American Bancorp, Inc.

Financial Services
5.86K
New
$37.21 - $41.71 $218K - $244K
5.86K $219K
SPMD
Spdr Portfolio

ETFs
4.25K
New
$50.21 - $57.73 $213K - $245K
4.25K $217K
MMI
Marcus & Millichap, Inc.

Real Estate
6.32K
New
$33.94 - $39.48 $214K - $249K
6.32K $217K
TRU
Trans Union

Industrials
2.55K
New
$80.45 - $100.25 $205K - $256K
2.55K $211K
DCI
Donaldson CO Inc

Industrials
3.12K
New
$66.51 - $72.28 $207K - $225K
3.12K $209K
MGC
Vanguard Mega Cap ETF

ETFs
1.04K
New
$199.2 - $222.69 $207K - $232K
1.04K $209K
EQT
Eqt Corp

Energy
3.85K
New
$46.16 - $54.25 $178K - $209K
3.85K $205K
SSNC
Ss&C Technologies Holdings Inc

Technology
2.45K
New
$74.75 - $89.13 $183K - $219K
2.45K $204K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
2.06K
New
$98.43 - $98.88 $203K - $204K
2.06K $203K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
3.57K
New
$43.79 - $57.46 $156K - $205K
3.57K $203K
LYV
Live Nation Entertainment, Inc.

Communication Services
1.53K
New
$115.79 - $154.66 $178K - $237K
1.53K $200K
RRX
Regal Rexnord Corp

Industrials
1.76K
New
$113.85 - $167.1 $200K - $293K
1.76K $199K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
9.72K
New
N/A
9.72K $196K
FPE
First Tr Pfd Secs & Income ETF

ETFs
10.1K
New
$17.53 - $17.87 $178K - $181K
10.1K $178K
KSS
Kohls Corp

Consumer Cyclical
17.5K
New
$8.06 - $14.12 $141K - $248K
17.5K $143K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
13.2K
New
$8.58 - $8.9 $114K - $118K
13.2K $116K
VOD
Vodafone Group Public LTD CO

Communication Services
11.5K
New
$8.05 - $9.86 $92.4K - $113K
11.5K $107K
HRZN
Horizon Technology Finance Corp

Financial Services
10.1K
New
$8.65 - $9.86 $87.2K - $99.4K
10.1K $94K
APLD
Applied Blockchain, Inc.

Financial Services
15K
New
$5.62 - $10.65 $84.4K - $160K
15K $84K
ENVX
Enovix Corp

Industrials
10.9K
New
$7.21 - $14.33 $78.3K - $156K
10.9K $79K
SCPH
Sc Pharmaceuticals Inc.

Healthcare
24K
New
$2.63 - $3.68 $63.1K - $88.3K
24K $63K
HPP
Hudson Pacific Properties, Inc.

Real Estate
14.4K
New
$2.51 - $3.3 $36K - $47.4K
14.4K $42K
LUMN
Lumen Technologies, Inc.

Communication Services
10.8K
New
$3.92 - $5.92 $42.2K - $63.8K
10.8K $42K
LCID
Lucid Group, Inc.

Consumer Cyclical
17.4K
New
$2.03 - $3.48 $35.4K - $60.7K
17.4K $42K
ANNX
Annexon, Inc.

Healthcare
20K
New
$1.93 - $5.5 $38.6K - $110K
20K $38K
TV
Grupo Televisa, S.A.B.

Communication Services
14.4K
New
$1.68 - $2.17 $24.2K - $31.2K
14.4K $25K
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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