Lido Advisors, LLC Purchases in Q4 2024

Lido Advisors, LLC

  • $21.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
17.2K
New
$0.49 - $1.84 $8.41K - $31.6K
17.2K $28K
TLRY
Tilray Brands, Inc.

Healthcare
20.9K
New
$1.16 - $1.77 $24.2K - $37K
20.9K $27K
WEC
Wec Energy Group, Inc.

Utilities
670
+ 3.83%
$92.94 - $101.82 $62.3K - $68.2K
18.1K $1.71M
EMLP
First Tr Exchange Traded Iv

ETFs
6
+ 0.05%
$33.69 - $38.24 $202 - $229
12K $429K
UCO
Pro Shares Trust Ii

ETFs
916
New
$24.47 - $30.76 $22.4K - $28.2K
916 $25K
RDNT
Rad Net, Inc.

Healthcare
108
+ 0.29%
$64.99 - $86.38 $7.02K - $9.33K
37.3K $2.6M
ACM
Aecom

Industrials
68
+ 1.5%
$101.97 - $116.97 $6.93K - $7.95K
4.61K $492K
AWI
Armstrong World Industries Inc

Industrials
4
+ 0.18%
$133.26 - $162.01 $533 - $648
2.29K $323K
ALXO
Alx Oncology Holdings Inc

Healthcare
13.2K
New
$1.21 - $1.87 $16K - $24.7K
13.2K $22K
SBUX
Starbucks Corp

Consumer Cyclical
8.52K
+ 7.17%
$87.44 - $102.5 $745K - $874K
127K $11.6M
DFAS
Dimensional ETF Tr U S Small C

ETFs
304
+ 6.47%
$63.58 - $71.15 $19.3K - $21.6K
5K $325K
ICVT
Ishares Tr Convertible Bond Et

ETFs
199
+ 5.85%
$83.09 - $89.28 $16.5K - $17.8K
3.6K $305K
WSO
Watsco Inc

Industrials
84
+ 7.59%
$466.57 - $568.78 $39.2K - $47.8K
1.19K $564K
MET
Metlife Inc

Financial Services
385
+ 2.02%
$78.15 - $88.25 $30.1K - $34K
19.5K $1.59M
DFAT
Dimensional ETF Tr U S Target

ETFs
336
+ 3.24%
$54.54 - $61.04 $18.3K - $20.5K
10.7K $595K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
2.1K
+ 33.44%
$36.2 - $46.69 $75.9K - $97.9K
8.37K $303K
RF
Regions Financial Corp

Financial Services
558
+ 2.57%
$22.45 - $27.47 $12.5K - $15.3K
22.3K $524K
ALLY
Ally Financial Inc.

Financial Services
359
+ 5.89%
$34.12 - $39.98 $12.2K - $14.4K
6.46K $232K
OXY
Occidental Petroleum Corp

Energy
1.04K
+ 6.25%
$45.36 - $55.91 $47.2K - $58.2K
17.7K $874K
NMR
Nomura Holdings Inc

Financial Services
1.14K
+ 8.19%
$5.05 - $6.25 $5.78K - $7.15K
15.1K $87K
EEMV
Ishares Msci Emerging Markets

ETFs
540
+ 14.65%
$57.85 - $63.11 $31.2K - $34.1K
4.23K $245K
OC
Owens Corning

Industrials
138
+ 8.39%
$169.41 - $210.81 $23.4K - $29.1K
1.78K $303K
MCO
Moodys Corp

Financial Services
28
+ 1.55%
$454.04 - $500.88 $12.7K - $14K
1.84K $871K
AVB
Avalonbay Communities Inc

Real Estate
112
+ 4.69%
$216.28 - $237.81 $24.2K - $26.6K
2.5K $550K
NSIT
Insight Enterprises Inc

Technology
630
+ 47.51%
$149.61 - $224.73 $94.3K - $142K
1.96K $297K
NVT
N Vent Electric PLC

Industrials
4.82K
+ 3.19%
$67.69 - $79.19 $326K - $381K
156K $10.6M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
100
+ 4.24%
$89.88 - $101.38 $8.99K - $10.1K
2.46K $229K
VNDA
Vanda Pharmaceuticals Inc.

Healthcare
1.85K
+ 16.78%
$4.41 - $5.46 $8.16K - $10.1K
12.9K $61K
BOTZ
Global X Fds

ETFs
341
+ 4.33%
$31.11 - $34.18 $10.6K - $11.7K
8.22K $262K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
497
+ 7.14%
$50.14 - $52.56 $24.9K - $26.1K
7.45K $374K
WIT
Wipro LTD

Technology
12.8K
+ 100.22%
$3.54 - $7.24 $45.3K - $92.6K
25.5K $90K
AIQ
Global X Funds Global X Artifi

ETFs
1
+ 0.02%
$36.57 - $40.57 $36.6 - $40.6
5.66K $218K
UHS
Universal Health Services Inc

Healthcare
580
+ 29.9%
$175.8 - $236.9 $102K - $137K
2.52K $452K
ORI
Old Republic International Corp

Financial Services
59
+ 0.88%
$34.4 - $38.98 $2.03K - $2.3K
6.79K $245K
VERU
Veru Inc.

Healthcare
12.2K
New
$0.58 - $0.93 $7.06K - $11.3K
12.2K $7K
VICI
Vici Properties Inc.

Real Estate
1.76K
+ 15.66%
$28.27 - $33.19 $49.8K - $58.5K
13K $380K
DUK
Duke Energy Corp

Utilities
2.22K
+ 7.19%
$105.76 - $120.76 $235K - $268K
33.1K $3.57M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
165
+ 40.24%
$47.63 - $52.63 $7.86K - $8.68K
575 $27K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
84
New
$58.32 - $85.45 $4.9K - $7.18K
84 $6K
LYG
Lloyds Banking Group PLC

Financial Services
5.97K
+ 20.05%
$2.67 - $3.23 $15.9K - $19.3K
35.7K $97K
BRO
Brown & Brown, Inc.

Financial Services
120
+ 2.63%
$100.93 - $113.42 $12.1K - $13.6K
4.69K $478K
VEEV
Veeva Systems Inc

Healthcare
17
+ 0.93%
$201.81 - $250.45 $3.43K - $4.26K
1.85K $389K
RE
Everest Re Group LTD

Financial Services
12
+ 1.94%
N/A
631 $233K
FEX
First Tr Large Cap Core Alphde

ETFs
22
+ 0.31%
$103.29 - $112.88 $2.27K - $2.48K
7.21K $752K
VTWG
Vanguard Russell 2000 Growth E

ETFs
3
+ 0.24%
$202.91 - $229.76 $609 - $689
1.24K $260K
IBN
Icici Bank LTD

Financial Services
127
+ 0.92%
$28.69 - $31.9 $3.64K - $4.05K
13.9K $416K
SLG
Sl Green Realty Corp

Real Estate
495
+ 2.78%
$66.24 - $81.13 $32.8K - $40.2K
18.3K $1.25M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
336
+ 8.32%
$46.46 - $51.66 $15.6K - $17.4K
4.38K $210K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.16K
+ 3.78%
$106.33 - $110.69 $123K - $128K
31.8K $3.39M
Activity Summary
Buys All Purchases 863 New Holdings 143 Increased Positions 720 Sells All Sells 363 Reductions 363 Sold out 0 Options Calls 30 Puts 97
Track This Portfolio

Track Lido Advisors, LLC Portfolio

Follow Lido Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lido Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lido Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email