Lido Advisors, LLC Reduced Holdings in Q1 2025

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CEG
Constellation Energy Corp

Utilities
-418
- 1.93%
$201.63 - $347.44 $84.3K - $145K
21.3K $4.29M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-5.53K
- 68.86%
$96.18 - $109.82 $531K - $607K
2.5K $255K
CVNA
Carvana Co.

Consumer Cyclical
-2.84K
- 61.4%
$166.52 - $285.33 $474K - $811K
1.79K $373K
IGF
Ishares Global Infrastructure

ETFs
-11.7K
- 37.83%
$51.96 - $54.84 $606K - $640K
19.2K $1.05M
SNSR
Global X Fds Internet Of Thing

ETFs
-12.2K
- 14.91%
$32.89 - $38.12 $402K - $466K
69.8K $2.3M
GRMN
Garmin LTD

Technology
-4.87K
- 10.6%
$204.55 - $241.93 $996K - $1.18M
41.1K $8.92M
GM
General Motors CO

Consumer Cyclical
-4.62K
- 8.62%
$45.22 - $54.92 $209K - $254K
49K $2.31M
HPE
Hewlett Packard Enterprise CO

Technology
-8.43K
- 11.87%
$14.77 - $24.42 $125K - $206K
62.6K $965K
LEN
Lennar Corp

Consumer Cyclical
-2.3K
- 17.57%
$113.93 - $141.54 $262K - $326K
10.8K $1.24M
RL
Ralph Lauren Corp

Consumer Cyclical
-1.99K
- 19.46%
$215.68 - $286.74 $429K - $570K
8.22K $1.82M
MBB
Ishares Tr

ETFs
-5.97K
- 29.43%
$90.37 - $94.08 $540K - $562K
14.3K $1.34M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.3K
- 3.19%
$168.16 - $186.21 $219K - $243K
39.5K $6.75M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-8.75K
- 15.61%
$46.77 - $52.97 $409K - $464K
47.3K $2.22M
DD
Du Pont De Nemours, Inc.

Basic Materials
-4.39K
- 4.12%
$72.7 - $84.32 $319K - $370K
102K $7.63M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-10.9K
- 7.98%
$25.58 - $29.24 $278K - $318K
125K $3.29M
BNDX
Vanguard Total International B

ETFs
-9.61K
- 29.08%
$48.33 - $49.5 $464K - $476K
23.4K $1.14M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-2.02K
- 15.45%
$175.5 - $209.86 $355K - $424K
11.1K $2.01M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-10.4K
- 4.67%
$32.39 - $34.01 $336K - $353K
212K $6.87M
GIS
General Mills Inc

Consumer Defensive
-4.98K
- 12.14%
$57.56 - $65.3 $287K - $325K
36K $2.15M
TROW
Price T Rowe Group Inc

Financial Services
-2.45K
- 22.1%
$91.57 - $116.93 $224K - $286K
8.64K $793K
EIX
Edison International

Utilities
-1.6K
- 9.15%
$50.06 - $80.01 $80.2K - $128K
15.9K $937K
NWSA
News Corp

Communication Services
-13.6K
- 4.97%
$26.29 - $30.49 $357K - $414K
260K $7.07M
CDNS
Cadence Design Systems Inc

Technology
-708
- 11.85%
$233.96 - $324.52 $166K - $230K
5.27K $1.34M
CNI
Canadian National Railway CO

Industrials
-3.3K
- 10.06%
$95.46 - $106.79 $315K - $353K
29.5K $2.88M
SKYY
First Trust Cloud Computing Et

ETFs
-1.99K
- 13.8%
$102.23 - $131.18 $203K - $261K
12.4K $1.27M
WIX
Wix.Com Ltd.

Technology
-1.27K
- 28.49%
$163.38 - $246.76 $207K - $312K
3.18K $519K
KMI
Kinder Morgan, Inc.

Energy
-21.7K
- 12.43%
$26.1 - $31.22 $567K - $678K
153K $4.36M
NSC
Norfolk Southern Corp

Industrials
-1.77K
- 21.82%
$227.69 - $259.76 $403K - $460K
6.34K $1.5M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-4.66K
- 7.71%
N/A
55.8K $4.79M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-4.43K
- 11.73%
$91.45 - $91.75 $405K - $407K
33.4K $3.06M
CMCSA
Comcast Corp

Communication Services
-7.56K
- 4.32%
$33.19 - $38.23 $251K - $289K
168K $6.18M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-6.44K
- 38.68%
$67.08 - $76.14 $432K - $490K
10.2K $751K
GWW
W.W. Grainger, Inc.

Industrials
-215
- 8.78%
$953.54 - $1132.42 $205K - $243K
2.24K $2.21M
AXON
Axon Enterprise, Inc.

Industrials
-403
- 19.39%
$496.65 - $710.01 $200K - $286K
1.68K $880K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1.07K
- 3.57%
$101.98 - $115.66 $109K - $124K
29K $2.97M
EXAS
Exact Sciences Corp

Healthcare
-397
- 1.65%
$43.04 - $58.51 $17.1K - $23.2K
23.7K $1.03M
TDIV
First Trust Nasdaq Technology

ETFs
-2.04K
- 5.67%
$73.39 - $83.95 $149K - $171K
33.9K $2.49M
ALC
Alcon Inc

Healthcare
-4.09K
- 60.02%
$82.73 - $96.8 $339K - $396K
2.73K $258K
HAL
Halliburton CO

Energy
-9.9K
- 35.23%
$24.15 - $29.9 $239K - $296K
18.2K $461K
KEYS
Keysight Technologies, Inc.

Technology
-149
- 0.59%
$148.16 - $185.11 $22.1K - $27.6K
25.2K $3.77M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-12.8K
- 42.74%
$22.25 - $23.0 $284K - $294K
17.1K $393K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-4.02K
- 45.69%
$64.88 - $72.1 $261K - $290K
4.78K $314K
VEU
Vanguard Ftse All World Ex Us

ETFs
-19.7K
- 7.06%
$56.51 - $62.98 $1.11M - $1.24M
259K $15.7M
APP
App Lovin Corp

Technology
-58
- 1.27%
$238.08 - $510.13 $13.8K - $29.6K
4.53K $1.2M
MAS
Masco Corp

Industrials
-3.31K
- 18.9%
$68.67 - $81.85 $228K - $271K
14.2K $988K
AOK
Ishares Tr Core Conservative A

ETFs
-9.02K
- 4.72%
$36.86 - $38.15 $333K - $344K
182K $6.85M
STEM
Stem, Inc.

Technology
-15K
- 1.39%
$0.35 - $1.22 $5.25K - $18.3K
1.06M $371K
BBY
Best Buy CO Inc

Consumer Cyclical
-787
- 4.47%
$70.3 - $91.1 $55.3K - $71.7K
16.8K $1.24M
FIS
Fidelity National Information Services, Inc.

Technology
-2.19K
- 12.41%
$68.12 - $83.42 $149K - $182K
15.4K $1.15M
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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