Lido Advisors, LLC Reduced Holdings in Q1 2025

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DAL
Delta Air Lines, Inc.

Industrials
-304
- 0.4%
$43.6 - $69.06 $13.3K - $21K
74.8K $3.26M
IEF
Ishares Barclays

ETFs
-14.5K
- 31.8%
$91.17 - $95.39 $1.32M - $1.38M
31K $2.96M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.46K
- 2.71%
$140.44 - $166.79 $205K - $243K
52.2K $7.33M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-38.9K
- 74.06%
$28.64 - $32.91 $1.11M - $1.28M
13.6K $394K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-26K
- 27.91%
$48.43 - $49.9 $1.26M - $1.3M
67.2K $3.35M
TRMB
Trimble Inc.

Technology
-12.8K
- 24.13%
$65.52 - $77.49 $838K - $991K
40.2K $2.64M
EEM
Ishares Msci Emerging Markets

ETFs
-29.7K
- 22.41%
$40.81 - $45.34 $1.21M - $1.35M
103K $4.49M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
-44.8K
- 22.27%
$24.21 - $25.09 $1.08M - $1.12M
156K $3.91M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-19.5K
- 39.38%
$51.52 - $52.37 $1.01M - $1.02M
30K $1.57M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-19K
- 11.86%
$49.69 - $50.76 $946K - $966K
141K $7.07M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
-4.99K
- 64.11%
$75.72 - $160.92 $378K - $804K
2.8K $213K
GDDY
Go Daddy Inc.

Technology
-3.47K
- 19.33%
$172.13 - $214.35 $596K - $743K
14.5K $2.61M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-41.6K
- 54.54%
$22.46 - $23.26 $935K - $969K
34.7K $803K
SSO
Proshares Ultra S&P 500

ETFs
-1.03K
- 1.22%
$80.57 - $100.21 $83.1K - $103K
83.8K $6.94M
USB
Us Bancorp \De\

Financial Services
-3.55K
- 2.73%
$40.92 - $50.9 $145K - $181K
126K $5.34M
CMI
Cummins Inc

Industrials
-1.13K
- 7.8%
$312.92 - $386.07 $354K - $437K
13.4K $4.19M
ACI
Albertsons Companies, Inc.

Consumer Defensive
-50K
- 49.68%
$19.58 - $22.02 $978K - $1.1M
50.6K $1.11M
SYF
Synchrony Financial

Financial Services
-7.04K
- 17.46%
$51.9 - $70.63 $365K - $497K
33.3K $1.76M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-83.6K
- 13.31%
$18.36 - $20.51 $1.53M - $1.71M
545K $10.8M
MPC
Marathon Petroleum Corp

Energy
-6.66K
- 34.03%
$134.72 - $159.03 $898K - $1.06M
12.9K $1.88M
VLUE
Ishares Msci Usa Value Factor

ETFs
-8.25K
- 22.95%
$104.89 - $113.56 $866K - $937K
27.7K $2.95M
BA
Boeing CO

Industrials
-1.31K
- 1.36%
$148.15 - $186.25 $193K - $243K
94.8K $16.2M
EWJ
Ishares Msci Japan ETF

ETFs
-12.9K
- 36.05%
$65.24 - $71.7 $843K - $926K
22.9K $1.57M
CLSK
Cleanspark, Inc.

Technology
-34
- 0.01%
$6.72 - $12.03 $228 - $409
324K $2.18M
FITB
Fifth Third Bancorp

Financial Services
-350
- 0.14%
$37.48 - $44.96 $13.1K - $15.7K
255K $9.98M
WDC
Western Digital Corp

Technology
-6.43K
- 23.24%
$40.43 - $72.03 $260K - $463K
21.2K $858K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-34.6K
- 9.65%
$23.29 - $23.38 $805K - $808K
324K $7.56M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.53K
- 4.78%
$222.66 - $268.42 $341K - $411K
30.5K $7.11M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-1.88K
- 29.64%
$111.56 - $223.11 $210K - $419K
4.46K $498K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
-34.6K
- 15.28%
$23.13 - $23.41 $800K - $809K
192K $4.45M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-6.85K
- 2.36%
$48.02 - $53.02 $329K - $363K
283K $14M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.01K
- 3.49%
$302.31 - $337.54 $305K - $341K
27.9K $8.56M
RDNT
Rad Net, Inc.

Healthcare
-11
- 0.03%
$45.92 - $72.75 $505 - $800
37.3K $1.85M
UAL
United Airlines Holdings, Inc.

Industrials
-3.83K
- 22.5%
$69.05 - $110.52 $264K - $423K
13.2K $910K
EPP
Ishares Inc

ETFs
-17K
- 67.32%
$43.24 - $46.56 $733K - $790K
8.23K $363K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-15.3K
- 24.09%
$50.82 - $52.7 $776K - $805K
48.1K $2.53M
IBHE
Ishares Ibonds 2025 Term High

ETFs
-30.4K
- 17.07%
$23.16 - $23.32 $704K - $709K
148K $3.43M
TTE
Total Energies Se

Energy
-10.1K
- 53.18%
N/A
8.91K $611K
HPQ
Hp Inc

Technology
-16.3K
- 33.27%
$27.69 - $34.72 $451K - $565K
32.6K $903K
CDW
Cdw Corp

Technology
-2.95K
- 19.03%
$160.26 - $206.13 $473K - $608K
12.6K $2.01M
ACWI
Ishares Msci Acwi ETF

ETFs
-4.07K
- 2.45%
$115.16 - $124.13 $468K - $505K
162K $18.8M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-36.1K
- 6.57%
$48.13 - $51.78 $1.74M - $1.87M
513K $26.1M
IBHG
Ishares Tr Ibonds 2027 Term Hi
-29K
- 22.18%
$22.21 - $22.56 $645K - $655K
102K $2.27M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
-26.2K
- 25.15%
$23.15 - $23.78 $607K - $624K
78.1K $1.81M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-12.3K
- 7.02%
$71.17 - $73.66 $875K - $906K
163K $12M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-970
- 2.36%
$126.86 - $146.45 $123K - $142K
40.2K $5.11M
VEA
Vanguard Ftse Developed Market

ETFs
-57.8K
- 7.52%
$47.4 - $52.99 $2.74M - $3.06M
710K $36.1M
PLTR
Palantir Technologies Inc.

Technology
-45.1K
- 12.37%
$64.98 - $124.62 $2.93M - $5.62M
319K $27M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-10.3K
- 31.38%
$41.78 - $50.35 $432K - $521K
22.6K $971K
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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