Lido Advisors, LLC Reduced Holdings in Q3 2024

Lido Advisors, LLC

  • $20.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.94M
- 6.16%
$21.05 - $21.17 $40.9M - $41.1M
29.6M $625M
IVW
Ishares S&P 500 Growth ETF

ETFs
-489K
- 18.95%
$84.77 - $97.13 $41.4M - $47.5M
2.09M $200M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-2.26M
- 4.7%
$20.47 - $20.71 $46.3M - $46.9M
45.9M $947M
XLK
Technology Sector Spdr

ETFs
-92.8K
- 43.41%
$197.34 - $237.68 $18.3M - $22.1M
121K $27.3M
SRLN
Ssga Active Trust

ETFs
-418K
- 91.11%
$40.93 - $41.85 $17.1M - $17.5M
40.8K $1.7M
AMAT
Applied Materials Inc

Technology
-30.2K
- 20.11%
$174.88 - $254.97 $5.28M - $7.69M
120K $24.2M
MU
Micron Technology Inc

Technology
-47.3K
- 22.08%
$86.27 - $136.82 $4.08M - $6.47M
167K $17.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-29.1K
- 13.21%
$475.2 - $527.7 $13.8M - $15.3M
191K $101M
KLAC
Kla Corp

Technology
-10.2K
- 57.38%
$696.17 - $892.35 $7.08M - $9.07M
7.55K $5.84M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-117K
- 15.4%
$96.25 - $101.98 $11.3M - $11.9M
644K $65.2M
FANG
Diamondback Energy, Inc.

Energy
-39.5K
- 83.28%
$168.46 - $210.94 $6.66M - $8.34M
7.94K $1.37M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-63.9K
- 97.7%
$112.12 - $149.09 $7.17M - $9.53M
1.5K $222K
DHR
Danaher Corp

Healthcare
-37.5K
- 39.34%
$239.25 - $280.76 $8.97M - $10.5M
57.8K $16.1M
GM
General Motors CO

Consumer Cyclical
-164K
- 76.06%
$39.95 - $49.9 $6.54M - $8.17M
51.5K $2.31M
LLY
Eli Lilly & CO

Healthcare
-7.31K
- 12.93%
$772.14 - $960.02 $5.64M - $7.01M
49.2K $43.6M
VTRS
Viatris Inc

Healthcare
-714K
- 96.62%
$10.32 - $12.13 $7.37M - $8.66M
25K $290K
PHM
Pultegroup Inc

Consumer Cyclical
-69.2K
- 95.06%
$103.95 - $144.98 $7.2M - $10M
3.6K $515K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-74.5K
- 93.48%
$98.71 - $117.61 $7.35M - $8.76M
5.19K $610K
TXT
Textron Inc

Industrials
-85.3K
- 96.8%
$83.46 - $94.02 $7.12M - $8.02M
2.82K $249K
IFF
International Flavors & Fragrances Inc

Basic Materials
-75.3K
- 89.4%
$93.14 - $105.12 $7.01M - $7.91M
8.92K $935K
FIS
Fidelity National Information Services, Inc.

Technology
-95K
- 90.24%
$72.8 - $85.04 $6.92M - $8.08M
10.3K $860K
GPN
Global Payments Inc

Industrials
-73.6K
- 87.45%
$92.66 - $112.97 $6.82M - $8.31M
10.6K $1.08M
ICE
Intercontinental Exchange, Inc.

Financial Services
-58.1K
- 55.43%
$136.93 - $162.81 $7.95M - $9.45M
46.7K $7.5M
FFIV
F5, Inc.

Technology
-40.7K
- 89.42%
$170.44 - $223.6 $6.94M - $9.11M
4.82K $1.06M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-204K
- 10.49%
$67.43 - $74.23 $13.7M - $15.1M
1.74M $126M
ETN
Eaton Corp PLC

Industrials
-24.1K
- 30.77%
$272.52 - $333.02 $6.58M - $8.04M
54.3K $18M
TMUS
T Mobile Us, Inc.

Communication Services
-44K
- 51.95%
$175.14 - $206.36 $7.71M - $9.09M
40.7K $8.41M
COST
Costco Wholesale Corp

Consumer Defensive
-8.53K
- 18.42%
$801.83 - $917.05 $6.84M - $7.82M
37.8K $33.5M
DHI
Horton D R Inc

Consumer Cyclical
-51.9K
- 63.87%
$135.21 - $197.06 $7.01M - $10.2M
29.3K $5.6M
NOW
Service Now, Inc.

Technology
-10.3K
- 31.62%
$730.87 - $937.36 $7.54M - $9.67M
22.3K $20M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-91.4K
- 48.44%
$55.51 - $61.51 $5.07M - $5.62M
97.3K $5.93M
FCOM
Fidelity Covington Tr Msci Com

ETFs
-180K
- 9.7%
$49.09 - $55.08 $8.83M - $9.91M
1.68M $92.3M
JPM
Jpmorgan Chase & CO

Financial Services
-33.3K
- 10.87%
$194.9 - $224.8 $6.49M - $7.48M
273K $57.6M
VTWO
Vanguard Russell 2000 ETF

ETFs
-69.7K
- 21.6%
$81.17 - $90.77 $5.66M - $6.33M
253K $22.6M
IVV
Ishares Core S&P 500 ETF

ETFs
-17.6K
- 8.18%
$520.18 - $576.82 $9.14M - $10.1M
197K $114M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-49.2K
- 25.02%
$73.86 - $84.2 $3.64M - $4.14M
147K $12.2M
EEM
Ishares Msci Emerging Markets

ETFs
-87.5K
- 39.79%
$40.42 - $46.7 $3.54M - $4.09M
132K $6.07M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-64.1K
- 3.8%
$23.09 - $25.75 $1.48M - $1.65M
1.62M $39M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-124K
- 28.47%
$28.11 - $29.42 $3.5M - $3.66M
312K $9.19M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-97.3K
- 29.8%
$33.58 - $35.96 $3.27M - $3.5M
229K $8.17M
HUBS
Hubspot Inc

Technology
-4.48K
- 80.23%
$450.09 - $592.58 $2.02M - $2.66M
1.11K $587K
VEA
Vanguard Ftse Developed Market

ETFs
-113K
- 11.25%
$47.6 - $53.31 $5.38M - $6.03M
892K $47.1M
INTU
Intuit Inc

Technology
-2.24K
- 7.66%
$602.97 - $670.49 $1.35M - $1.5M
27K $16.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-53.1K
- 12.64%
$49.93 - $51.15 $2.65M - $2.72M
367K $18.8M
VT
Vanguard Total World Stk Index

ETFs
-32.1K
- 14.43%
$107.72 - $119.96 $3.45M - $3.85M
190K $22.8M
EWJ
Ishares Msci Japan ETF

ETFs
-29.9K
- 46.23%
$63.12 - $72.99 $1.89M - $2.18M
34.8K $2.49M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-36.1K
- 41.3%
$50.85 - $53.88 $1.84M - $1.94M
51.3K $2.76M
ROP
Roper Technologies Inc

Industrials
-2.53K
- 17.45%
$515.25 - $576.55 $1.3M - $1.46M
11.9K $6.65M
HAL
Halliburton CO

Energy
-38.9K
- 52.89%
$27.81 - $36.44 $1.08M - $1.42M
34.7K $1.01M
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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