Lido Advisors, LLC Reduced Holdings in Q1 2025

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
-1
- 0.02%
$54.9 - $62.36 $54.9 - $62.4
5.95K $330K
BANR
Banner Corp

Financial Services
-172
- 3.2%
$62.19 - $71.35 $10.7K - $12.3K
5.21K $332K
MRCC
Monroe Capital Corp

Financial Services
-1.24K
- 5.22%
$7.61 - $8.81 $9.47K - $11K
22.6K $176K
GGG
Graco Inc

Industrials
-189
- 1.63%
$80.53 - $87.54 $15.2K - $16.5K
11.4K $952K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-726
- 4.98%
$39.61 - $42.65 $28.8K - $31K
13.8K $564K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-2.78K
- 2.88%
$25.77 - $27.6 $71.5K - $76.6K
93.6K $2.49M
XPL
Solitario Zinc Corp.

Basic Materials
-40K
- 4.28%
$0.6 - $0.77 $24K - $30.8K
894K $536K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-4.5K
- 17.38%
$17.15 - $21.07 $77.2K - $94.9K
21.4K $427K
HSBC
Hsbc Holdings PLC

Financial Services
-1.45K
- 19.29%
$48.68 - $61.58 $70.7K - $89.5K
6.08K $349K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-565
- 6.63%
$25.93 - $29.28 $14.7K - $16.5K
7.96K $216K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-363
- 6.46%
$67.41 - $69.37 $24.5K - $25.2K
5.25K $361K
LIT
Global X Fds Global X Lithium

ETFs
-123
- 1.59%
$38.8 - $42.84 $4.77K - $5.27K
7.62K $295K
ALLE
Allegion PLC

Industrials
-146
- 5.81%
$123.79 - $135.5 $18.1K - $19.8K
2.37K $308K
TLRY
Tilray Brands, Inc.

Healthcare
-8.16K
- 39.1%
$0.59 - $1.46 $4.82K - $11.9K
12.7K $8K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-3.35K
- 1.21%
$49.6 - $50.28 $166K - $168K
274K $13.8M
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
-835
- 4.87%
$0.63 - $2.2 $526 - $1.84K
16.3K $10K
YELP
Yelp Inc

Communication Services
-208
- 3.48%
$33.6 - $41.25 $6.99K - $8.58K
5.77K $213K
EFG
Msci Eafe Growth ETF

ETFs
-274
- 9.04%
$96.1 - $106.37 $26.3K - $29.1K
2.76K $275K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-709
- 4.32%
$45.56 - $47.23 $32.3K - $33.5K
15.7K $738K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
-432
- 2.87%
$19.28 - $22.3 $8.33K - $9.63K
14.6K $281K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-230
- 8.6%
$100.59 - $103.47 $23.1K - $23.8K
2.45K $252K
UYG
Proshares Ultra Financials

ETFs
-347
- 8.94%
$80.83 - $98.72 $28K - $34.3K
3.53K $315K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-1.18K
- 2.42%
$22.11 - $22.43 $26K - $26.4K
47.3K $1.06M
PSMT
Pricesmart Inc

Consumer Defensive
-45
- 1.6%
$82.4 - $94.86 $3.71K - $4.27K
2.77K $243K
BDX
Becton Dickinson & CO

Healthcare
-305
- 1.24%
$222.79 - $249.08 $68K - $76K
24.3K $5.57M
TRMK
Trustmark Corp

Financial Services
-201
- 2.0%
$32.92 - $38.83 $6.62K - $7.8K
9.86K $339K
GPC
Genuine Parts CO

Consumer Cyclical
-320
- 3.45%
$115.91 - $129.02 $37.1K - $41.3K
8.95K $1.07M
BOX
Box Inc

Technology
-208
- 2.49%
$30.22 - $35.39 $6.29K - $7.36K
8.15K $251K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
-278
- 2.8%
$31.75 - $36.0 $8.83K - $10K
9.65K $326K
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
-104
- 2.94%
$77.74 - $94.47 $8.08K - $9.82K
3.43K $266K
DGX
Quest Diagnostics Inc

Healthcare
-89
- 2.47%
N/A
3.51K $481K
WSFS
Wsfs Financial Corp

Financial Services
-55
- 0.86%
$49.95 - $59.33 $2.75K - $3.26K
6.33K $328K
FBP
First Bancorp

Financial Services
-1.19K
- 6.09%
$17.43 - $21.08 $20.8K - $25.1K
18.4K $352K
DMF
Bny Mellon Municipal Income, Inc.

Financial Services
-3.7K
- 1.94%
$7.0 - $7.44 $25.9K - $27.5K
187K $1.34M
JBBB
Janus Detroit Str Tr Henderson

ETFs
-142
- 2.55%
$48.34 - $49.66 $6.86K - $7.05K
5.42K $263K
AINV
Apollo Investment Corp

Financial Services
-824
- 1.34%
N/A
60.9K $676K
IYR
Ishares Tr

ETFs
-544
- 3.3%
$89.49 - $98.98 $48.7K - $53.8K
16K $1.53M
SANM
Sanmina Corp

Technology
-137
- 2.73%
$73.38 - $90.52 $10.1K - $12.4K
4.89K $372K
TYL
Tyler Technologies Inc

Technology
-24
- 1.63%
$553.41 - $646.74 $13.3K - $15.5K
1.45K $841K
NMIH
Nmi Holdings, Inc.

Financial Services
-55
- 0.73%
$34.46 - $39.13 $1.9K - $2.15K
7.47K $269K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-26
- 0.56%
$63.77 - $68.75 $1.66K - $1.79K
4.59K $296K
SNY
Sanofi

Healthcare
-1.03K
- 14.61%
$48.15 - $59.42 $49.5K - $61.1K
6.01K $333K
BKH
Black Hills Corp

Utilities
-428
- 4.49%
$55.74 - $61.86 $23.9K - $26.5K
9.11K $552K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-151
- 2.74%
$40.38 - $42.65 $6.1K - $6.44K
5.36K $222K
GFF
Griffon Corp

Industrials
-68
- 2.21%
$68.06 - $80.91 $4.63K - $5.5K
3.01K $214K
PFN
Pimco Income Strategy Fund Ii

Financial Services
-984
- 4.92%
$7.41 - $7.64 $7.29K - $7.52K
19K $143K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-592
- 7.19%
$28.11 - $32.0 $16.6K - $18.9K
7.65K $235K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-122
- 2.42%
$69.87 - $75.62 $8.52K - $9.23K
4.92K $356K
CPNG
Coupang, Inc.

Consumer Cyclical
-30
- 0.09%
$21.34 - $25.52 $640 - $766
33.4K $733K
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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