Lido Advisors, LLC Reduced Holdings in Q1 2025

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KNSL
Kinsale Capital Group, Inc.

Financial Services
-2
- 0.45%
$416.48 - $494.72 $833 - $989
447 $217K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-150
- 1.62%
$41.61 - $44.72 $6.24K - $6.71K
9.13K $395K
IYH
Ishares Tr

ETFs
-1.17K
- 3.54%
$58.32 - $62.76 $68.2K - $73.4K
31.9K $1.94M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-2.11K
- 8.91%
$11.66 - $14.98 $24.5K - $31.5K
21.5K $293K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
-58
- 2.0%
$73.82 - $89.02 $4.28K - $5.16K
2.84K $244K
SU
Suncor Energy Inc

Energy
-9
- 0.13%
$34.27 - $40.63 $308 - $366
6.87K $265K
MOS
Mosaic CO

Basic Materials
-10
- 0.12%
$23.08 - $28.8 $231 - $288
8.45K $228K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-146
- 0.16%
$10.47 - $10.92 $1.53K - $1.59K
90K $964K
CTRA
Coterra Energy Inc.

Energy
-85
- 1.02%
$25.51 - $29.83 $2.17K - $2.54K
8.26K $238K
HLN
Haleon PLC

Healthcare
-1.01K
- 1.97%
$9.02 - $10.67 $9.07K - $10.7K
49.9K $513K
FFIV
F5, Inc.

Technology
-156
- 3.33%
$251.75 - $310.6 $39.3K - $48.5K
4.52K $1.2M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-894
- 3.25%
$12.89 - $15.19 $11.5K - $13.6K
26.6K $395K
ADTN
Adtran Inc

Technology
-1
- -0.0%
$8.49 - $11.83 $8.49 - $11.8
90.8K $791K
LYG
Lloyds Banking Group PLC

Financial Services
-703
- 1.97%
$2.58 - $3.9 $1.81K - $2.74K
35K $133K
NJR
New Jersey Resources Corp

Utilities
-582
- 2.09%
$45.25 - $49.37 $26.3K - $28.7K
27.2K $1.34M
DRI
Darden Restaurants Inc

Consumer Cyclical
-12
- 0.59%
$180.02 - $208.56 $2.16K - $2.5K
2.02K $418K
EOG
Eog Resources Inc

Energy
-911
- 3.29%
$120.54 - $138.05 $110K - $126K
26.8K $3.44M
CVCO
Cavco Industries Inc.

Consumer Cyclical
-34
- 4.34%
$431.31 - $539.1 $14.7K - $18.3K
750 $389K
TPR
Tapestry, Inc.

Consumer Cyclical
-301
- 2.54%
$65.63 - $89.21 $19.8K - $26.9K
11.6K $814K
SYK
Stryker Corp

Healthcare
-1.05K
- 2.96%
$355.18 - $399.9 $372K - $418K
34.3K $12.8M
MLPA
Global X Mlp ETF

ETFs
-664
- 3.21%
$49.83 - $54.53 $33.1K - $36.2K
20K $1.07M
SAN
Banco Santander, S.A.

Financial Services
-4.89K
- 13.34%
$4.46 - $7.14 $21.8K - $34.9K
31.8K $213K
WRN
Western Copper & Gold Corp

Basic Materials
-230
- 0.04%
$0.99 - $1.21 $228 - $278
551K $627K
EZPW
Ezcorp Inc

Financial Services
-1.26K
- 4.35%
$11.82 - $15.0 $14.9K - $19K
27.8K $408K
RIO
Rio Tinto PLC

Basic Materials
-109
- 0.23%
$58.19 - $64.29 $6.34K - $7.01K
47.8K $2.87M
WRB
Berkley W R Corp

Financial Services
-1.13K
- 10.28%
$56.7 - $71.27 $63.8K - $80.3K
9.82K $699K
AEE
Ameren Corp

Utilities
-712
- 6.08%
$86.87 - $103.67 $61.9K - $73.8K
11K $1.1M
SGOL
Abrdn Gold ETF Trust

ETFs
-746
- 4.11%
$25.14 - $29.82 $18.8K - $22.2K
17.4K $519K
COOP
Mr. Cooper Group Inc.

Financial Services
-88
- 2.71%
$91.4 - $119.6 $8.04K - $10.5K
3.16K $377K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-100
- 0.21%
$76.77 - $82.22 $7.68K - $8.22K
46.6K $3.7M
WCN
Waste Connections, Inc.

Industrials
-3
- 0.1%
$169.89 - $195.19 $510 - $586
2.89K $563K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
-46
- 0.19%
$19.53 - $25.74 $898 - $1.18K
24.6K $596K
PLMR
Palomar Holdings, Inc.

Financial Services
-77
- 2.61%
$101.51 - $137.08 $7.82K - $10.6K
2.88K $394K
AMRN
Amarin Corp Plcuk

Healthcare
-6.99K
- 40.54%
$0.4 - $8.96 $2.8K - $62.7K
10.3K $91K
LNT
Alliant Energy Corp

Utilities
-509
- 2.28%
$56.66 - $66.04 $28.8K - $33.6K
21.8K $1.41M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-250
- 0.73%
$128.74 - $138.67 $32.2K - $34.7K
33.9K $4.6M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-542
- 8.39%
$55.75 - $77.63 $30.2K - $42.1K
5.92K $459K
ROL
Rollins Inc

Consumer Cyclical
-14
- 0.11%
$45.65 - $54.03 $639 - $756
12.8K $691K
EVRG
Evergy, Inc.

Utilities
-1.08K
- 4.6%
$59.9 - $69.52 $64.4K - $74.7K
22.3K $1.54M
BP
Bp PLC

Energy
-568
- 1.88%
$29.93 - $35.31 $17K - $20.1K
29.6K $1M
TJX
Tjx Companies Inc

Consumer Cyclical
-149
- 0.12%
$112.81 - $126.16 $16.8K - $18.8K
129K $15.7M
VONV
Vanguard Russell 1000 Value Et

ETFs
-2.59K
- 1.02%
$80.21 - $86.14 $208K - $223K
252K $20.8M
TIP
Ishares Tr Tips Bd ETF

ETFs
-171
- 0.54%
$106.22 - $111.09 $18.2K - $19K
31.7K $3.52M
TSN
Tyson Foods, Inc.

Consumer Defensive
-103
- 0.47%
$54.27 - $63.81 $5.59K - $6.57K
22K $1.4M
ATO
Atmos Energy Corp

Utilities
-145
- 1.34%
$136.51 - $154.58 $19.8K - $22.4K
10.6K $1.64M
CHD
Church & Dwight CO Inc

Consumer Defensive
-429
- 1.15%
$101.42 - $113.2 $43.5K - $48.6K
36.8K $4.05M
AWK
American Water Works Company, Inc.

Utilities
-65
- 0.87%
$121.01 - $149.31 $7.87K - $9.71K
7.39K $1.09M
EAT
Brinker International, Inc

Consumer Cyclical
-1.39K
- 6.19%
$133.46 - $189.14 $186K - $264K
21.1K $3.15M
VPU
Vanguard Utilities ETF

ETFs
-222
- 0.77%
$161.24 - $173.33 $35.8K - $38.5K
28.8K $4.91M
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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