Lido Advisors, LLC Reduced Holdings in Q1 2025

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MDLZ
Mondelez International, Inc.

Consumer Defensive
-6.2K
- 8.43%
$56.12 - $68.15 $348K - $423K
67.4K $4.57M
VNQ
Vanguard Specialized Funds Van

ETFs
-256
- 0.18%
$85.55 - $94.34 $21.9K - $24.2K
145K $13.2M
AZO
Autozone Inc

Consumer Cyclical
-16
- 3.85%
$3193.96 - $3828.11 $51.1K - $61.2K
400 $1.53M
DVY
Ishares Tr

ETFs
-388
- 0.44%
$128.58 - $138.1 $49.9K - $53.6K
88K $11.8M
NVS
Novartis Ag

Healthcare
-58
- 0.36%
$97.14 - $115.57 $5.63K - $6.7K
16.1K $1.8M
AIG
American International Group, Inc.

Financial Services
-254
- 1.37%
$70.5 - $86.94 $17.9K - $22.1K
18.3K $1.59M
WOR
Worthington Industries Inc

Industrials
-6.49K
- 11.24%
$38.95 - $51.6 $253K - $335K
51.3K $2.57M
LNG
Cheniere Energy, Inc.

Energy
-218
- 1.06%
$209.32 - $253.66 $45.6K - $55.3K
20.4K $4.71M
TRGP
Targa Resources Corp.

Energy
-3.26K
- 7.13%
$178.44 - $217.22 $581K - $707K
42.4K $8.5M
NFG
National Fuel Gas CO

Energy
-406
- 1.81%
$60.71 - $79.19 $24.6K - $32.2K
22K $1.74M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-323
- 0.28%
$87.68 - $94.52 $28.3K - $30.5K
114K $10.7M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-7.09K
- 3.01%
$68.32 - $75.06 $485K - $532K
228K $17M
RGLD
Royal Gold Inc

Basic Materials
-62
- 0.24%
$132.55 - $163.51 $8.22K - $10.1K
26.3K $4.29M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-3.42K
- 5.39%
$208.48 - $244.03 $713K - $835K
60K $14.6M
MMM
3 M CO

Industrials
-2.34K
- 2.51%
$129.7 - $155.12 $304K - $364K
91.2K $13.4M
MO
Altria Group, Inc.

Consumer Defensive
-63.7K
- 8.21%
$50.81 - $60.02 $3.24M - $3.83M
713K $42.8M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-2.25K
- 1.16%
$34.58 - $45.97 $77.7K - $103K
191K $8.79M
T
At&T Inc.

Communication Services
-1.08K
- 0.18%
$21.56 - $28.28 $23.2K - $30.4K
585K $16.5M
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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