Lido Advisors, LLC Reduced Holdings in Q1 2025

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-2.67K
- 11.21%
$98.98 - $113.18 $264K - $302K
21.1K $2.39M
FANG
Diamondback Energy, Inc.

Energy
-566
- 7.24%
$139.9 - $180.18 $79.2K - $102K
7.25K $1.16M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.29K
- 12.11%
$105.1 - $109.61 $136K - $142K
9.37K $1.02M
PCT
Pure Cycle Technologies, Inc.

Industrials
-1K
- 2.94%
$6.92 - $10.9 $6.92K - $10.9K
33K $228K
FDRR
Fidelity Covington Tr Divid Et

ETFs
-1.64K
- 6.14%
$49.65 - $53.98 $81.4K - $88.5K
25.1K $1.25M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-1.24K
- 10.74%
$94.86 - $97.12 $118K - $120K
10.3K $981K
FTDR
Frontdoor, Inc.

Consumer Cyclical
-330
- 5.2%
$37.07 - $62.39 $12.2K - $20.6K
6.02K $231K
AER
Aer Cap Holdings N.V.

Industrials
-1.38K
- 35.25%
$94.11 - $105.78 $129K - $146K
2.53K $258K
IDNA
Ishares Tr Genomics Immunology

ETFs
-298
- 0.59%
$20.49 - $23.63 $6.11K - $7.04K
49.9K $1.02M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-397
- 1.52%
$37.35 - $43.35 $14.8K - $17.2K
25.7K $972K
VBR
Vanguard Small Cap Value ETF

ETFs
-190
- 2.97%
$183.02 - $207.75 $34.8K - $39.5K
6.21K $1.16M
EXR
Extra Space Storage Inc.

Real Estate
-664
- 7.44%
$143.8 - $161.28 $95.5K - $107K
8.26K $1.23M
GNRC
Generac Holdings Inc.

Industrials
-34
- 0.93%
$126.65 - $164.06 $4.31K - $5.58K
3.63K $460K
CMA
Comerica Inc

Financial Services
-570
- 2.13%
$56.11 - $68.38 $32K - $39K
26.2K $1.55M
GIII
G Iii Apparel Group LTD

Consumer Cyclical
-48
- 0.24%
$25.34 - $32.88 $1.22K - $1.58K
20.2K $552K
EL
Estee Lauder Companies Inc

Consumer Defensive
-962
- 21.51%
$64.26 - $85.48 $61.8K - $82.2K
3.51K $231K
APLE
Apple Hospitality Reit, Inc.

Real Estate
-1.32K
- 3.83%
$12.87 - $15.85 $17K - $21K
33.2K $428K
FNDX
Schwab Fundamental U S Large C

ETFs
-3.97K
- 3.39%
$23.03 - $25.01 $91.4K - $99.2K
113K $2.67M
FLO
Flowers Foods Inc

Consumer Defensive
-893
- 1.76%
$18.05 - $20.78 $16.1K - $18.6K
49.8K $946K
KRE
Spdr S&P Regional Banking ETF

ETFs
-506
- 2.51%
$55.11 - $65.5 $27.9K - $33.1K
19.7K $1.12M
IXJ
Ishares Global Healthcare ETF

ETFs
-1.31K
- 32.59%
$86.01 - $94.19 $112K - $123K
2.7K $246K
QPFF
American Centy ETF Tr Quality
-2.07K
- 5.17%
$35.38 - $36.78 $73.3K - $76.2K
38K $1.34M
CLX
Clorox CO

Consumer Defensive
-179
- 4.0%
$141.76 - $162.89 $25.4K - $29.2K
4.3K $632K
HSY
Hershey CO

Consumer Defensive
-608
- 9.12%
$144.74 - $186.36 $88K - $113K
6.06K $1.04M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-2.96K
- 19.69%
$47.39 - $54.26 $140K - $161K
12.1K $627K
PVH
Pvh Corp.

Consumer Cyclical
-107
- 5.2%
$63.81 - $107.78 $6.83K - $11.5K
1.95K $125K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
-101
- 1.56%
$69.67 - $86.15 $7.04K - $8.7K
6.35K $454K
AGNC
Agnc Investment Corp.

Real Estate
-10.1K
- 47.53%
$9.12 - $10.54 $92.1K - $106K
11.1K $106K
CYBR
Cyber Ark Software Ltd.

Technology
-295
- 13.29%
$312.8 - $414.31 $92.3K - $122K
1.93K $650K
BBDC
Barings Bdc, Inc.

Financial Services
-8.91K
- 11.84%
$9.36 - $10.78 $83.4K - $96K
66.3K $632K
PEG
Public Service Enterprise Group Inc

Utilities
-775
- 7.92%
$78.2 - $90.39 $60.6K - $70.1K
9.02K $742K
CCJ
Cameco Corp

Energy
-603
- 10.83%
$40.64 - $56.86 $24.5K - $34.3K
4.97K $204K
GPS
Gap Inc

Consumer Cyclical
-3.98K
- 11.82%
N/A
29.6K $597K
CSTL
Castle Biosciences Inc

Healthcare
-493
- 4.68%
$18.76 - $32.72 $9.25K - $16.1K
10K $200K
IYF
Ishares Tr

ETFs
-815
- 14.81%
$107.69 - $119.37 $87.8K - $97.3K
4.69K $529K
AME
Ametek Inc

Industrials
-148
- 2.25%
$170.39 - $190.43 $25.2K - $28.2K
6.42K $1.11M
MDB
Mongo Db, Inc.

Technology
-48
- 3.97%
$175.4 - $298.52 $8.42K - $14.3K
1.16K $203K
AIZ
Assurant, Inc.

Financial Services
-311
- 9.07%
$198.92 - $218.67 $61.9K - $68K
3.12K $653K
VONE
Vanguard Russell 1000 ETF

ETFs
-242
- 20.58%
$250.16 - $278.79 $60.5K - $67.5K
934 $237K
TTMI
Ttm Technologies Inc

Technology
-632
- 4.26%
$20.51 - $26.72 $13K - $16.9K
14.2K $291K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-5.19K
- 9.73%
$11.22 - $11.8 $58.2K - $61.2K
48.2K $540K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-3.17K
- 21.58%
$25.81 - $28.52 $81.9K - $90.5K
11.5K $317K
GVA
Granite Construction Inc

Industrials
-181
- 3.74%
$70.98 - $94.81 $12.8K - $17.2K
4.66K $351K
SKYW
Skywest Inc

Industrials
-421
- 15.29%
$81.46 - $120.92 $34.3K - $50.9K
2.33K $203K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
-3.06K
- 5.4%
$23.33 - $23.71 $71.4K - $72.5K
53.6K $1.25M
CARG
Car Gurus, Inc.

Communication Services
-474
- 6.27%
$28.82 - $40.55 $13.7K - $19.2K
7.08K $206K
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
-6.09K
- 8.6%
$11.09 - $11.43 $67.5K - $69.6K
64.7K $726K
CW
Curtiss Wright Corp

Industrials
-65
- 5.11%
$304.82 - $384.07 $19.8K - $25K
1.21K $383K
RF
Regions Financial Corp

Financial Services
-1.22K
- 5.47%
$20.84 - $24.77 $25.4K - $30.2K
21.1K $457K
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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