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
ETR
Entergy Corp

Utilities
-264
- 4.09%
$104.75 - $131.61 $27.7K - $34.7K
6.2K $815K
CME
Cme Group Inc.

Financial Services
-6
- 0.11%
$193.43 - $220.62 $1.16K - $1.32K
5.54K $1.22M
EXC
Exelon Corp

Utilities
-865
- 3.08%
$34.24 - $40.55 $29.6K - $35.1K
27.2K $1.1M
EXAS
Exact Sciences Corp

Healthcare
-126
- 2.31%
$42.43 - $70.83 $5.35K - $8.92K
5.34K $363K
PEG
Public Service Enterprise Group Inc

Utilities
-96
- 1.01%
$73.58 - $89.21 $7.06K - $8.56K
9.41K $839K
MRVL
Marvell Technology, Inc.

Technology
-337
- 0.45%
$56.15 - $76.24 $18.9K - $25.7K
74.3K $5.36M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
-21
- 0.26%
$122.74 - $163.95 $2.58K - $3.44K
8.11K $1.33M
UPRO
Proshares Trust Proshares Ultr

ETFs
-337
- 1.83%
$64.53 - $86.19 $21.7K - $29K
18.1K $1.56M
IWR
Ishares Russell Mid Cap ETF

ETFs
-10.1K
- 6.89%
$79.92 - $88.19 $810K - $894K
137K $12.1M
NSC
Norfolk Southern Corp

Industrials
-399
- 5.5%
$213.75 - $259.69 $85.3K - $104K
6.86K $1.7M
STT
State Street Corp

Financial Services
-39
- 0.36%
$73.37 - $89.31 $2.86K - $3.48K
10.8K $958K
MAS
Masco Corp

Industrials
-1.36K
- 8.14%
$64.7 - $83.94 $87.9K - $114K
15.3K $1.29M
CHTR
Charter Communications, Inc.

Communication Services
-6
- 0.08%
$290.56 - $383.07 $1.74K - $2.3K
7.11K $2.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.78K
- 3.48%
$75.32 - $84.37 $209K - $234K
76.9K $6.43M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-449
- 0.83%
$48.51 - $52.86 $21.8K - $23.7K
53.6K $2.83M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-684
- 0.16%
$19.2 - $19.82 $13.1K - $13.6K
426K $8.41M
PML
Pimco Municipal Income Fund Ii

Financial Services
-800
- 0.33%
$8.4 - $9.39 $6.72K - $7.51K
245K $2.3M
SLG
Sl Green Realty Corp

Real Estate
-449
- 2.46%
$54.99 - $72.21 $24.7K - $32.4K
17.8K $1.24M
LEN
Lennar Corp

Consumer Cyclical
-92
- 1.47%
$142.5 - $192.45 $13.1K - $17.7K
6.15K $1.15M
HDV
Ishares Core High Dividend ETF

ETFs
-2.95K
- 4.64%
$107.62 - $118.76 $317K - $350K
60.5K $7.12M
FICO
Fair Isaac Corp

Technology
-45
- 6.59%
$1496.51 - $1947.38 $67.3K - $87.6K
638 $1.24M
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
-100
- 0.15%
$8.89 - $12.86 $889 - $1.29K
68.7K $848K
IYR
Ishares Tr

ETFs
-120
- 0.71%
$86.93 - $103.61 $10.4K - $12.4K
16.8K $1.71M
IWP
Ishares Russell Mid Cap Growth

ETFs
-609
- 1.39%
$103.87 - $117.59 $63.3K - $71.6K
43.2K $5.07M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-530
- 1.12%
$71.86 - $78.56 $38.1K - $41.6K
46.6K $3.66M
WEC
Wec Energy Group, Inc.

Utilities
-949
- 5.15%
$77.68 - $96.19 $73.7K - $91.3K
17.5K $1.68M
APP
App Lovin Corp

Technology
-448
- 7.23%
$67.14 - $130.65 $30.1K - $58.5K
5.75K $750K
EMN
Eastman Chemical CO

Basic Materials
-534
- 2.52%
$93.82 - $113.74 $50.1K - $60.7K
20.6K $2.31M
CMA
Comerica Inc

Financial Services
-382
- 1.23%
$49.93 - $61.49 $19.1K - $23.5K
30.7K $1.84M
IGV
Ishares Expanded Tech Software

ETFs
-70
- 0.06%
$77.94 - $89.37 $5.46K - $6.26K
110K $9.84M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-500
- 0.43%
$11.57 - $14.32 $5.79K - $7.16K
117K $1.65M
A
Agilent Technologies, Inc.

Healthcare
-407
- 1.9%
$125.42 - $148.48 $51K - $60.4K
21K $3.11M
ACWI
Ishares Msci Acwi ETF

ETFs
-7.85K
- 4.31%
$107.24 - $119.84 $842K - $941K
174K $20.9M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-116
- 0.48%
$283.28 - $314.39 $32.9K - $36.5K
24K $7.53M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-137
- 0.12%
$25.27 - $30.5 $3.46K - $4.18K
110K $3.27M
RDNT
Rad Net, Inc.

Healthcare
-59
- 0.16%
$55.28 - $71.1 $3.26K - $4.19K
37.2K $2.58M
IWV
Ishares Russell 3000 ETF

ETFs
-711
- 2.06%
$294.75 - $326.73 $210K - $232K
33.7K $11M
PG
Procter & Gamble CO

Consumer Defensive
-5.64K
- 3.31%
$160.76 - $177.82 $906K - $1M
164K $28.5M
TJX
Tjx Companies Inc

Consumer Cyclical
-3.33K
- 3.0%
$107.93 - $120.23 $359K - $400K
107K $12.6M
MDT
Medtronic PLC

Healthcare
-686
- 1.52%
$76.84 - $91.03 $52.7K - $62.4K
44.6K $4.01M
PPL
Ppl Corp

Utilities
-2.09K
- 2.05%
$27.36 - $33.08 $57.2K - $69.1K
99.8K $3.3M
KIE
Spdr S&P Insurance ETF

ETFs
-1.79K
- 2.11%
$49.44 - $56.87 $88.6K - $102K
83.3K $4.73M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-3.99K
- 2.52%
$101.72 - $112.94 $406K - $450K
154K $17.4M
FDLO
Fidelity Covington Tr Low Vola

ETFs
-1.29K
- 0.96%
$56.38 - $61.35 $72.6K - $79K
133K $8.13M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-7.81K
- 3.37%
$50.99 - $57.81 $398K - $452K
224K $12.8M
MMM
3 M CO

Industrials
-12.3K
- 19.38%
$99.69 - $139.42 $1.23M - $1.72M
51.3K $7.02M
KEYS
Keysight Technologies, Inc.

Technology
-462
- 1.67%
$119.86 - $158.87 $55.4K - $73.4K
27.1K $4.31M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-7.52K
- 5.19%
$127.29 - $141.5 $957K - $1.06M
137K $19.1M
FITB
Fifth Third Bancorp

Financial Services
-411
- 0.43%
$36.01 - $43.64 $14.8K - $17.9K
94.1K $4.03M
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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