Lido Advisors, LLC Reduced Holdings in Q3 2024

Lido Advisors, LLC

  • $20.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MFC
Manulife Financial Corp

Financial Services
-142
- 1.11%
$24.13 - $29.63 $3.43K - $4.21K
12.6K $372K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-117
- 0.57%
$76.94 - $79.54 $9K - $9.31K
20.4K $1.62M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-2.73K
- 2.99%
$17.02 - $18.39 $46.5K - $50.2K
88.7K $1.62M
BCO
Brinks CO

Industrials
-132
- 3.21%
$93.97 - $115.64 $12.4K - $15.3K
3.98K $460K
FDRR
Fidelity Covington Tr Divid Et

ETFs
-1.08K
- 3.7%
$46.51 - $51.5 $50.3K - $55.7K
28.2K $1.45M
TRGP
Targa Resources Corp.

Energy
-13
- 0.59%
$127.86 - $156.46 $1.66K - $2.03K
2.19K $324K
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
-900
- 0.68%
$10.66 - $11.16 $9.59K - $10K
132K $1.47M
UNM
Unum Group

Financial Services
-3
- 0.06%
$49.81 - $59.44 $149 - $178
5.31K $315K
PNF
Pimco New York Municipal Income Fund

Financial Services
-500
- 0.47%
$7.77 - $8.3 $3.89K - $4.15K
107K $885K
ILMN
Illumina, Inc.

Healthcare
-276
- 8.77%
$105.28 - $135.9 $29.1K - $37.5K
2.87K $374K
ZBRA
Zebra Technologies Corp

Technology
-23
- 2.4%
$306.21 - $371.02 $7.04K - $8.53K
934 $345K
ASGN
Asgn Inc

Technology
-9
- 0.09%
$85.15 - $104.07 $766 - $937
10.2K $953K
RBLX
Roblox Corp

Communication Services
-93
- 1.11%
$36.18 - $47.64 $3.36K - $4.43K
8.29K $366K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
-57
- 0.86%
$81.07 - $95.1 $4.62K - $5.42K
6.54K $622K
FQAL
Fidelity Covington Tr Quality

ETFs
-398
- 1.78%
$58.92 - $64.9 $23.5K - $25.8K
22K $1.43M
BRO
Brown & Brown, Inc.

Financial Services
-85
- 1.83%
$89.11 - $105.82 $7.57K - $8.99K
4.57K $473K
ALLE
Allegion PLC

Industrials
-39
- 1.66%
$114.67 - $145.7 $4.47K - $5.68K
2.31K $337K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-304
- 1.8%
$66.31 - $74.08 $20.2K - $22.5K
16.6K $1.22M
VOE
Vanguard Mid Cap Value Index F

ETFs
-380
- 5.18%
$149.02 - $167.67 $56.6K - $63.7K
6.95K $1.17M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-129
- 2.71%
$256.4 - $289.78 $33.1K - $37.4K
4.63K $1.31M
HSIC
Henry Schein Inc

Healthcare
-655
- 5.1%
$63.92 - $73.22 $41.9K - $48K
12.2K $887K
ACM
Aecom

Industrials
-28
- 0.61%
$82.37 - $103.25 $2.31K - $2.89K
4.55K $469K
TYL
Tyler Technologies Inc

Technology
-103
- 6.59%
$499.52 - $595.46 $51.5K - $61.3K
1.46K $852K
COF
Capital One Financial Corp

Financial Services
-54
- 0.78%
$131.42 - $153.05 $7.1K - $8.26K
6.88K $1.03M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-7.04K
- 8.13%
$32.65 - $36.84 $230K - $259K
79.5K $2.93M
QPFF
American Centy ETF Tr Quality
-837
- 1.34%
$36.06 - $38.42 $30.2K - $32.2K
61.7K $2.35M
NRG
Nrg Energy, Inc.

Utilities
-17
- 0.31%
$68.89 - $91.22 $1.17K - $1.55K
5.47K $498K
ACGL
Arch Capital Group Ltd.

Financial Services
-295
- 2.97%
$94.47 - $114.25 $27.9K - $33.7K
9.65K $1.08M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-7.77K
- 4.46%
$6.71 - $8.78 $52.1K - $68.2K
166K $1.37M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-1.68K
- 1.26%
$12.25 - $13.1 $20.6K - $22K
132K $1.73M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-45
- 0.41%
$27.14 - $35.2 $1.22K - $1.58K
10.8K $379K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-2.42K
- 1.96%
$12.25 - $13.39 $29.6K - $32.4K
121K $1.62M
SKYY
First Trust Cloud Computing Et

ETFs
-85
- 0.59%
$86.45 - $102.48 $7.35K - $8.71K
14.4K $1.47M
CLX
Clorox CO

Consumer Defensive
-69
- 1.79%
$131.73 - $166.97 $9.09K - $11.5K
3.79K $617K
TWLO
Twilio Inc

Communication Services
-747
- 4.5%
$56.03 - $65.23 $41.9K - $48.7K
15.8K $1.03M
FNF
Fidelity National Financial, Inc.

Financial Services
-42
- 0.51%
$48.08 - $62.04 $2.02K - $2.61K
8.13K $504K
MKC
Mccormick & CO Inc

Consumer Defensive
-1.3K
- 7.07%
$69.44 - $84.76 $90.2K - $110K
17.1K $1.41M
ABR
Arbor Realty Trust Inc

Real Estate
-5
- 0.01%
$12.89 - $15.66 $64.5 - $78.3
84.2K $1.31M
IWN
Ishares Russell2000 Val ETF

ETFs
-450
- 3.59%
$150.05 - $171.34 $67.5K - $77.1K
12.1K $2.01M
CVS
Cvs Health Corp

Healthcare
-2.76K
- 3.72%
$55.81 - $63.18 $154K - $175K
71.5K $4.49M
PNI
Pimco New York Municipal Income Fund Ii

Financial Services
-900
- 0.38%
$7.38 - $7.89 $6.64K - $7.1K
239K $1.89M
HTBK
Heritage Commerce Corp

Financial Services
-3.5K
- 2.87%
$8.22 - $10.71 $28.8K - $37.5K
118K $1.17M
CMS
Cms Energy Corp

Utilities
-145
- 1.33%
$58.7 - $70.62 $8.51K - $10.2K
10.7K $758K
WAT
Waters Corp

Healthcare
-19
- 1.11%
$282.7 - $359.89 $5.37K - $6.84K
1.7K $610K
FSLR
First Solar, Inc.

Technology
-36
- 0.71%
$205.36 - $255.78 $7.39K - $9.21K
5.05K $1.26M
PCT
Pure Cycle Technologies, Inc.

Industrials
-1K
- 2.9%
$4.69 - $10.17 $4.69K - $10.2K
33.5K $318K
EBAY
Ebay Inc

Consumer Cyclical
-448
- 3.55%
$52.61 - $65.44 $23.6K - $29.3K
12.2K $793K
PEP
Pepsico Inc

Consumer Defensive
-1.85K
- 2.18%
$161.9 - $179.3 $300K - $332K
83K $14.1M
WMB
Williams Companies, Inc.

Energy
-5
- 0.01%
$41.24 - $46.22 $206 - $231
37.4K $1.71M
Activity Summary
Buys All Purchases 676 New Holdings 131 Increased Positions 545 Sells All Sells 488 Reductions 488 Sold out 0 Options Calls 27 Puts 72
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