Lido Advisors, LLC Reduced Holdings in Q1 2025

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MTD
Mettler Toledo International Inc

Healthcare
-45
- 14.2%
$1177.09 - $1390.0 $53K - $62.6K
272 $321K
EXTR
Extreme Networks Inc

Technology
-230
- 1.29%
$13.23 - $17.49 $3.04K - $4.02K
17.7K $233K
NBTB
Nbt Bancorp Inc

Financial Services
-599
- 7.48%
$42.51 - $49.14 $25.5K - $29.4K
7.41K $317K
FTV
Fortive Corp

Technology
-527
- 4.13%
$71.82 - $82.98 $37.8K - $43.7K
12.2K $896K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-1.46K
- 15.43%
$42.93 - $44.71 $62.6K - $65.2K
7.99K $350K
VDE
Vanguard Energy ETF

ETFs
-2.9K
- 7.71%
$119.14 - $132.76 $345K - $385K
34.7K $4.5M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-404
- 13.42%
$81.1 - $94.7 $32.8K - $38.3K
2.61K $211K
BOTZ
Global X Fds

ETFs
-1.05K
- 12.73%
$28.46 - $34.53 $29.8K - $36.1K
7.17K $204K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
-1
- -0.0%
$5.3 - $5.75 $5.3 - $5.75
185K $995K
CNC
Centene Corp

Healthcare
-938
- 15.35%
$55.93 - $65.89 $52.5K - $61.8K
5.17K $314K
AON
Aon PLC

Financial Services
-810
- 11.99%
$348.44 - $409.32 $282K - $332K
5.95K $2.37M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-2.93K
- 4.87%
$18.01 - $18.31 $52.8K - $53.7K
57.3K $1.03M
VTWV
Vanguard Russell 2000 Value Et

ETFs
-242
- 13.43%
$131.51 - $149.24 $31.8K - $36.1K
1.56K $207K
OC
Owens Corning

Industrials
-31
- 1.74%
$137.83 - $191.19 $4.27K - $5.93K
1.75K $250K
TDY
Teledyne Technologies Inc

Technology
-290
- 10.5%
$455.51 - $518.84 $132K - $150K
2.47K $1.23M
GPI
Group 1 Automotive Inc

Consumer Cyclical
-48
- 5.95%
$375.96 - $484.08 $18K - $23.2K
759 $289K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
-415
- 4.96%
$30.79 - $38.48 $12.8K - $16K
7.95K $253K
AOR
Ishares Tr Core Growth Allocat

ETFs
-875
- 14.97%
$56.63 - $59.39 $49.6K - $52K
4.97K $286K
MLM
Martin Marietta Materials Inc

Basic Materials
-27
- 2.89%
$460.39 - $552.64 $12.4K - $14.9K
908 $434K
CFG
Citizens Financial Group Inc

Financial Services
-137
- 0.91%
$39.73 - $48.36 $5.44K - $6.63K
14.9K $610K
JLL
Jones Lang Lasalle Inc

Real Estate
-119
- 3.52%
$238.0 - $284.76 $28.3K - $33.9K
3.26K $808K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-750
- 6.93%
$27.52 - $33.6 $20.6K - $25.2K
10.1K $299K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-2.53K
- 3.37%
$9.49 - $9.97 $24K - $25.2K
72.5K $694K
KMX
Carmax Inc

Consumer Cyclical
-387
- 12.45%
$69.25 - $89.19 $26.8K - $34.5K
2.72K $212K
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
-1.06K
- 1.23%
$6.98 - $8.14 $7.38K - $8.61K
85K $593K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-1.59K
- 6.38%
$10.61 - $16.49 $16.9K - $26.3K
23.3K $290K
VKQ
Invesco Municipal Trust

Financial Services
-4K
- 20.03%
$9.53 - $10.07 $38.1K - $40.3K
16K $154K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-421
- 11.69%
$83.18 - $89.27 $35K - $37.6K
3.18K $265K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
-1.09K
- 10.07%
$44.87 - $56.71 $48.8K - $61.7K
9.72K $472K
RACE
Ferrari N.V.

Consumer Cyclical
-98
- 10.82%
$413.73 - $508.15 $40.5K - $49.8K
808 $345K
CHTR
Charter Communications, Inc.

Communication Services
-637
- 8.33%
$334.89 - $384.77 $213K - $245K
7.01K $2.58M
FE
Firstenergy Corp

Utilities
-1.08K
- 11.13%
$37.95 - $43.5 $41K - $47K
8.64K $349K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-439
- 2.96%
$62.72 - $71.92 $27.5K - $31.6K
14.4K $907K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-536
- 5.47%
N/A
9.26K $577K
WTW
Willis Towers Watson PLC

Financial Services
-207
- 15.37%
$306.61 - $340.78 $63.5K - $70.5K
1.14K $385K
MASI
Masimo Corp

Healthcare
-229
- 6.82%
$163.55 - $190.63 $37.5K - $43.7K
3.13K $520K
OXLC
Oxford Lane Capital Corp.

Financial Services
-3K
- 5.51%
$4.3 - $5.17 $12.9K - $15.5K
51.4K $242K
USFD
Us Foods Holding Corp.

Consumer Defensive
-366
- 9.53%
$63.38 - $72.02 $23.2K - $26.4K
3.48K $227K
MLI
Mueller Industries Inc

Industrials
-208
- 4.0%
$76.14 - $82.67 $15.8K - $17.2K
5K $380K
JBT
John Bean Technologies Corp

Industrials
-223
- 7.7%
$121.81 - $131.22 $27.2K - $29.3K
2.67K $336K
FN
Fabrinet

Technology
-22
- 1.89%
$183.66 - $267.24 $4.04K - $5.88K
1.14K $224K
SNA
Snap On Inc

Industrials
-78
- 4.14%
$324.09 - $358.62 $25.3K - $28K
1.81K $608K
WIT
Wipro LTD

Technology
-6.09K
- 23.83%
$3.0 - $3.77 $18.3K - $22.9K
19.5K $59K
CCI
Crown Castle International Corp

Real Estate
-1.31K
- 16.57%
$84.33 - $106.39 $110K - $139K
6.57K $684K
WTRG
Essential Utilities, Inc.

Utilities
-3.23K
- 10.63%
$33.49 - $40.57 $108K - $131K
27.2K $1.07M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-48
- 2.38%
$161.03 - $235.53 $7.73K - $11.3K
1.97K $325K
WSO
Watsco Inc

Industrials
-139
- 11.67%
$463.86 - $530.75 $64.5K - $73.8K
1.05K $534K
WEN
Wendy'S CO

Consumer Cyclical
-5
- 0.03%
$14.17 - $16.17 $70.9 - $80.9
17.1K $249K
DORM
Dorman Products, Inc.

Consumer Cyclical
-66
- 2.79%
$120.54 - $134.79 $7.96K - $8.9K
2.3K $277K
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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