Lido Advisors, LLC Reduced Holdings in Q1 2025

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-9.69K
- 14.96%
$25.12 - $26.05 $243K - $252K
55.1K $1.39M
IWN
Ishares Russell2000 Val ETF

ETFs
-484
- 3.32%
$149.27 - $169.4 $72.2K - $82K
14.1K $2.13M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-5.46K
- 49.29%
$48.32 - $51.22 $264K - $280K
5.62K $282K
FDLO
Fidelity Covington Tr Low Vola

ETFs
-4.44K
- 3.41%
$59.43 - $63.22 $264K - $281K
126K $7.63M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
-61.9K
- 22.78%
$5.28 - $5.77 $327K - $357K
210K $1.21M
STLD
Steel Dynamics Inc

Basic Materials
-2.66K
- 15.15%
N/A
14.9K $1.46M
ROST
Ross Stores, Inc.

Consumer Cyclical
-210
- 2.21%
$123.3 - $154.95 $25.9K - $32.5K
9.31K $1.19M
UPRO
Proshares Trust Proshares Ultr

ETFs
-1
- 0.01%
$71.19 - $99.29 $71.2 - $99.3
16.9K $1.25M
NMFC
New Mountain Finance Corp

Financial Services
-21.5K
- 47.14%
$10.89 - $12.02 $234K - $258K
24.1K $265K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-2.02K
- 5.42%
$59.61 - $66.71 $121K - $135K
35.3K $2.13M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-162
- 2.71%
$254.58 - $302.92 $41.2K - $49.1K
5.81K $1.49M
EFX
Equifax Inc

Industrials
-738
- 16.9%
$235.63 - $278.34 $174K - $205K
3.63K $883K
STX
Seagate Technology Holdings PLC

Technology
-2.45K
- 20.23%
$84.92 - $108.42 $208K - $266K
9.66K $820K
BMO
Bank Of Montreal

Financial Services
-2.26K
- 50.11%
$94.92 - $104.14 $215K - $236K
2.25K $215K
NRG
Nrg Energy, Inc.

Utilities
-2.71K
- 33.11%
$84.82 - $113.33 $230K - $307K
5.48K $522K
VRSK
Verisk Analytics, Inc.

Industrials
-913
- 34.47%
$268.63 - $301.33 $245K - $275K
1.74K $516K
ALB
Albemarle Corp

Basic Materials
-1.21K
- 14.41%
$69.95 - $97.49 $84.4K - $118K
7.17K $516K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
-1.97K
- 12.25%
$28.45 - $41.08 $56.1K - $81.1K
14.1K $428K
ASGN
Asgn Inc

Technology
-400
- 4.86%
$63.02 - $93.96 $25.2K - $37.6K
7.83K $493K
RC
Ready Capital Corp

Real Estate
-704
- 0.65%
$4.9 - $7.05 $3.45K - $4.96K
107K $546K
ABC
Amerisourcebergen Corp

Healthcare
-1.03K
- 13.77%
N/A
6.47K $1.2M
DOW
Dow Inc.

Basic Materials
-912
- 3.07%
$34.36 - $41.92 $31.3K - $38.2K
28.8K $1M
IOT
Samsara Inc.

Technology
-3K
- 23.06%
$34.06 - $60.96 $102K - $183K
10K $383K
AA
Alcoa Corp

Basic Materials
-861
- 3.99%
$30.5 - $39.53 $26.3K - $34K
20.7K $631K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
-300
- 0.12%
$5.91 - $6.78 $1.77K - $2.03K
248K $1.46M
ALGN
Align Technology Inc

Healthcare
-496
- 23.83%
$158.86 - $234.89 $78.8K - $117K
1.59K $251K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
-8.44K
- 38.35%
$21.05 - $21.54 $178K - $182K
13.6K $287K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-9.16K
- 3.5%
$22.77 - $22.94 $209K - $210K
253K $5.8M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-4.5K
- 13.35%
$33.28 - $36.41 $150K - $164K
29.2K $999K
USO
United States Oil Fund, LP

ETFs
-3K
- 8.81%
$70.89 - $84.34 $213K - $253K
31.1K $2.4M
VIG
Vanguard Dividend Appreciation

ETFs
-912
- 1.01%
N/A
89K $16.2M
TNC
Tennant CO

Industrials
-1.8K
- 14.41%
$79.73 - $89.16 $143K - $160K
10.7K $851K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.71K
- 14.3%
$90.0 - $96.32 $154K - $165K
10.3K $946K
HMC
Honda Motor CO LTD

Consumer Cyclical
-4.96K
- 26.47%
$26.9 - $30.41 $133K - $151K
13.8K $373K
PSEC
Prospect Capital Corp

Financial Services
-35.1K
- 45.6%
$4.1 - $4.45 $144K - $156K
41.9K $171K
IQV
Iqvia Holdings Inc.

Healthcare
-347
- 7.72%
$176.3 - $209.96 $61.2K - $72.9K
4.15K $731K
SNAP
Snap Inc

Communication Services
-7.28K
- 18.08%
$8.37 - $12.57 $61K - $91.6K
33K $287K
FDS
Factset Research Systems Inc

Financial Services
-158
- 5.96%
$427.5 - $476.51 $67.5K - $75.3K
2.49K $1.13M
PRG
Prog Holdings, Inc.

Industrials
-92
- 1.06%
$25.94 - $43.82 $2.39K - $4.03K
8.56K $227K
FDVV
Fidelity High Dividend ETF

ETFs
-2.59K
- 10.25%
$48.86 - $52.28 $127K - $135K
22.7K $1.13M
FQAL
Fidelity Covington Tr Quality

ETFs
-1.69K
- 7.98%
$63.12 - $69.13 $107K - $117K
19.5K $1.25M
DFS
Discover Financial Services

Financial Services
-680
- 9.72%
$152.99 - $203.25 $104K - $138K
6.32K $1.08M
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.73K
- 16.13%
$50.44 - $58.1 $87K - $100K
8.97K $461K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-66
- 0.34%
$14.67 - $22.01 $968 - $1.45K
19.1K $293K
ANSS
Ansys Inc

Technology
-236
- 9.1%
$316.56 - $360.36 $74.7K - $85K
2.36K $745K
ACGL
Arch Capital Group Ltd.

Financial Services
-1.73K
- 17.34%
$88.13 - $96.94 $153K - $168K
8.25K $793K
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-5.53K
- 15.6%
$28.37 - $29.61 $157K - $164K
29.9K $877K
DDOG
Datadog, Inc.

Technology
-91
- 3.48%
$98.68 - $151.89 $8.98K - $13.8K
2.52K $250K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-13.7K
- 7.07%
$51.39 - $57.43 $704K - $786K
180K $9.98M
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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