Lido Advisors, LLC Reduced Holdings in Q1 2025

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-7.63M
- 15.93%
$20.64 - $20.73 $157M - $158M
40.3M $833M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
-1.51M
- 64.7%
$48.29 - $51.95 $73M - $78.6M
825K $40.9M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-739K
- 52.07%
$78.0 - $84.37 $57.7M - $62.4M
681K $54.4M
PG
Procter & Gamble CO

Consumer Defensive
-147K
- 44.2%
$158.56 - $176.26 $23.4M - $26M
186K $31.7M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-341K
- 27.37%
$58.38 - $64.16 $19.9M - $21.9M
904K $53.6M
IVV
Ishares Core S&P 500 ETF

ETFs
-17.2K
- 3.95%
$554.06 - $615.85 $9.54M - $10.6M
418K $235M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-15.2K
- 4.76%
$468.34 - $539.52 $7.14M - $8.23M
305K $143M
XLI
Industrial Sector Spdr

ETFs
-128K
- 61.42%
$128.78 - $141.67 $16.5M - $18.1M
80.3K $10.5M
STZ
Constellation Brands, Inc.

Consumer Defensive
-62.4K
- 57.21%
$161.05 - $222.93 $10M - $13.9M
46.7K $8.56M
AMD
Advanced Micro Devices Inc

Technology
-116K
- 59.93%
$96.63 - $129.55 $11.2M - $15M
77.4K $7.95M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.74K
- 0.14%
$120.29 - $134.6 $329K - $368K
1.89M $230M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-212K
- 44.08%
$46.12 - $52.9 $9.76M - $11.2M
268K $12.5M
VTI
Vanguard Total Stock Market Et

ETFs
-10.5K
- 2.59%
$271.18 - $303.12 $2.84M - $3.18M
394K $108M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-82.6K
- 25.8%
$114.57 - $118.14 $9.46M - $9.76M
238K $28.1M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-73.7K
- 26.78%
$81.62 - $96.63 $6.02M - $7.13M
202K $16.8M
NOW
Service Now, Inc.

Technology
-434
- 2.0%
$783.83 - $1170.39 $340K - $508K
21.3K $16.9M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-41.5K
- 32.09%
$96.3 - $112.23 $4M - $4.66M
87.8K $8.56M
IWM
Ishares Russell 2000 ETF

ETFs
-9.94K
- 6.14%
$198.1 - $229.79 $1.97M - $2.28M
152K $30.3M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-31.6K
- 34.0%
$121.0 - $142.28 $3.82M - $4.5M
61.3K $7.64M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-190K
- 49.69%
$21.75 - $24.28 $4.13M - $4.61M
192K $4.25M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-7.78K
- 2.7%
$102.49 - $119.96 $797K - $933K
280K $29.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-73.1K
- 20.41%
$49.25 - $50.66 $3.6M - $3.71M
285K $14.1M
VXF
Vanguard Extended Market ETF

ETFs
-4.34K
- 2.67%
$170.36 - $201.04 $740K - $873K
158K $27.3M
VONG
Vanguard Russell 1000 Growth E

ETFs
-4.8K
- 1.71%
$92.71 - $107.38 $445K - $516K
276K $25.6M
VTWO
Vanguard Russell 2000 ETF

ETFs
-11.1K
- 3.86%
$80.08 - $92.93 $886K - $1.03M
275K $22.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-46.2K
- 7.79%
$95.85 - $99.25 $4.42M - $4.58M
546K $54M
VT
Vanguard Total World Stk Index

ETFs
-26.7K
- 14.86%
$115.08 - $123.97 $3.07M - $3.31M
153K $17.7M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
-107K
- 90.46%
$30.51 - $32.85 $3.26M - $3.51M
11.3K $368K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-174K
- 19.67%
$20.1 - $20.8 $3.5M - $3.62M
711K $14.7M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-6.12K
- 47.3%
$408.78 - $448.82 $2.5M - $2.75M
6.82K $2.86M
ROKU
Roku, Inc

Communication Services
-32.6K
- 51.18%
$67.36 - $99.07 $2.2M - $3.23M
31.1K $2.19M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-175K
- 3.34%
$20.05 - $20.4 $3.5M - $3.56M
5.05M $103M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-12.3K
- 3.03%
$57.21 - $65.8 $703K - $808K
393K $22.9M
PPL
Ppl Corp

Utilities
-81.5K
- 47.44%
$31.68 - $36.11 $2.58M - $2.94M
90.3K $3.26M
IBDV
Ishares Tr

Technology
-104K
- 27.5%
$21.11 - $21.73 $2.19M - $2.25M
273K $5.94M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-7.41K
- 3.73%
$117.4 - $131.02 $869K - $970K
191K $22.9M
MUB
Ishares National Muni Bond ETF

ETFs
-15.5K
- 8.26%
$104.71 - $107.69 $1.62M - $1.67M
172K $18.1M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-773
- 1.97%
$522.96 - $601.18 $404K - $465K
38.4K $20.5M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-6.9K
- 57.18%
$221.78 - $273.45 $1.53M - $1.89M
5.17K $1.18M
SRE
Sempra Energy

Utilities
-1.48K
- 1.45%
$67.85 - $87.67 $101K - $130K
101K $7.19M
AB
Alliancebernstein Holding L.P.

Financial Services
-47.5K
- 75.67%
$35.0 - $40.73 $1.66M - $1.93M
15.3K $584K
AVO
Mission Produce, Inc.

Consumer Defensive
-36K
- 10.29%
$9.76 - $14.18 $351K - $510K
314K $3.29M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-33.7K
- 4.24%
$21.23 - $23.75 $715K - $800K
760K $16.4M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-35.1K
- 38.24%
$53.69 - $62.68 $1.88M - $2.2M
56.6K $3.41M
TER
Teradyne, Inc

Technology
-4.64K
- 17.58%
$82.6 - $140.0 $383K - $649K
21.7K $1.8M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-3.68K
- 7.77%
$157.11 - $206.52 $578K - $760K
43.7K $7.34M
NKE
Nike, Inc.

Consumer Cyclical
-7.87K
- 10.95%
$63.29 - $81.72 $498K - $643K
64K $4.06M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-164K
- 9.88%
$23.24 - $26.16 $3.81M - $4.29M
1.5M $38.3M
PGR
Progressive Corp

Financial Services
-8.2K
- 34.92%
$235.61 - $291.22 $1.93M - $2.39M
15.3K $4.32M
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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