Lido Advisors, LLC Purchases in Q3 2024

Lido Advisors, LLC

  • $20.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JBHT
Hunt J B Transport Services Inc

Industrials
3.99K
+ 3.71%
$155.54 - $176.97 $621K - $707K
112K $19.2M
DAL
Delta Air Lines, Inc.

Industrials
24.2K
+ 10.93%
$37.32 - $51.8 $903K - $1.25M
246K $12.5M
GE
General Electric CO

Industrials
4.39K
+ 11.7%
$156.66 - $189.66 $688K - $832K
41.9K $7.9M
MCD
Mcdonalds Corp

Consumer Cyclical
556
+ 1.56%
$245.82 - $304.51 $137K - $169K
36.1K $11M
NOC
Northrop Grumman Corp

Industrials
1.26K
+ 9.44%
$423.73 - $533.14 $534K - $672K
14.6K $7.72M
XOM
Exxon Mobil Corp

Energy
8.87K
+ 2.21%
$109.72 - $119.0 $973K - $1.06M
411K $48.2M
VST
Vistra Corp.

Utilities
15.3K
New
$69.0 - $119.06 $1.05M - $1.82M
15.3K $1.81M
ECL
Ecolab Inc.

Basic Materials
6.27K
+ 52.83%
$228.86 - $255.76 $1.43M - $1.6M
18.1K $4.63M
PM
Philip Morris International Inc.

Consumer Defensive
3.22K
+ 4.8%
$101.25 - $127.45 $326K - $410K
70.2K $8.52M
CTAS
Cintas Corp

Industrials
14.5K
+ 549.41%
$201.38 - $819.83 $2.92M - $11.9M
17.1K $3.53M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
817
+ 1.88%
$72.18 - $107.33 $59K - $87.7K
44.4K $4.71M
AMD
Advanced Micro Devices Inc

Technology
7.65K
+ 4.57%
$128.67 - $183.96 $984K - $1.41M
175K $28.7M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
2.12K
+ 4.27%
$150.01 - $182.29 $318K - $386K
51.8K $9.41M
VZ
Verizon Communications Inc

Communication Services
11.5K
+ 4.15%
$38.89 - $45.0 $448K - $518K
289K $13M
GLD
Spdr Gold Trust

ETFs
1.24K
+ 2.84%
$215.56 - $246.98 $267K - $306K
44.9K $10.9M
CMCSA
Comcast Corp

Communication Services
15.7K
+ 4.91%
$37.33 - $41.78 $588K - $658K
336K $14M
SPGI
S&P Global Inc.

Financial Services
1.42K
+ 13.82%
$446.32 - $527.38 $634K - $749K
11.7K $6.04M
ITW
Illinois Tool Works Inc

Industrials
2.62K
+ 8.76%
$233.14 - $263.97 $612K - $692K
32.6K $8.54M
UBER
Uber Technologies, Inc

Technology
18.1K
+ 64.02%
$58.48 - $77.47 $1.06M - $1.4M
46.4K $3.49M
VHT
Vanguard Health Care ETF

ETFs
2.32K
+ 4.86%
$261.88 - $288.1 $608K - $668K
50K $14.1M
ADI
Analog Devices Inc

Technology
5.35K
+ 5.26%
$200.56 - $243.33 $1.07M - $1.3M
107K $24.7M
FTNT
Fortinet, Inc.

Technology
14.9K
+ 127.31%
$55.39 - $77.55 $828K - $1.16M
26.7K $2.07M
TT
Trane Technologies PLC

Industrials
2.45K
+ 39.93%
$314.21 - $388.71 $768K - $950K
8.57K $3.33M
VV
Vanguard Large Cap ETF

ETFs
4.2K
+ 35.51%
$236.92 - $263.4 $994K - $1.1M
16K $4.22M
ATI
Allegheny Technologies Inc

Industrials
17.9K
+ 415.47%
$54.26 - $67.71 $973K - $1.21M
22.3K $1.49M
ATO
Atmos Energy Corp

Utilities
8.47K
+ 341.65%
$114.08 - $138.75 $966K - $1.17M
10.9K $1.52M
PH
Parker Hannifin Corp

Industrials
890
+ 17.28%
$501.01 - $635.92 $446K - $566K
6.04K $3.82M
SR
Spire Inc

Utilities
17.9K
New
$59.15 - $67.77 $1.06M - $1.21M
17.9K $1.2M
ORCC
Owl Rock Capital Corp

Financial Services
87.6K
+ 92.88%
N/A
182K $2.44M
BSX
Boston Scientific Corp

Healthcare
4.39K
+ 3.74%
$72.96 - $84.0 $321K - $369K
122K $10.2M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
9.22K
+ 3.57%
$81.31 - $83.29 $749K - $768K
267K $22.2M
AFL
Aflac Inc

Financial Services
2.99K
+ 8.22%
$88.52 - $111.8 $265K - $335K
39.4K $4.4M
FNDX
Schwab Fundamental U S Large C

ETFs
16K
New
$65.36 - $71.76 $1.05M - $1.15M
16K $1.15M
XEL
Xcel Energy Inc

Utilities
16.2K
+ 217.56%
$52.11 - $65.3 $846K - $1.06M
23.7K $1.55M
VPU
Vanguard Utilities ETF

ETFs
2.81K
+ 11.29%
$146.64 - $174.54 $413K - $491K
27.7K $4.83M
VAW
Vanguard Materials ETF

ETFs
1.72K
+ 4.2%
$189.89 - $213.71 $326K - $367K
42.6K $9.01M
USRT
Ishares Core U.S. Reit ETF

ETFs
3.96K
+ 3.58%
$53.07 - $62.66 $210K - $248K
115K $7.06M
VOX
Vanguard Communication Service

ETFs
4.44K
+ 6.92%
$129.82 - $145.39 $576K - $645K
68.6K $9.97M
UNP
Union Pacific Corp

Industrials
906
+ 2.11%
$221.78 - $256.09 $201K - $232K
43.8K $10.8M
GBDC
Golub Capital Bdc, Inc.

Financial Services
72.1K
+ 109.35%
$14.36 - $16.0 $1.04M - $1.15M
138K $2.09M
ADM
Archer Daniels Midland CO

Consumer Defensive
17.5K
+ 76.19%
$57.96 - $65.72 $1.02M - $1.15M
40.5K $2.42M
GGG
Graco Inc

Industrials
11.6K
New
$77.82 - $87.64 $905K - $1.02M
11.6K $1.02M
MET
Metlife Inc

Financial Services
11.2K
+ 140.86%
$67.96 - $82.48 $758K - $920K
19.1K $1.57M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.41K
+ 8.33%
$175.46 - $203.3 $598K - $693K
44.4K $8.99M
NFG
National Fuel Gas CO

Energy
15.3K
+ 200.56%
$54.14 - $61.22 $829K - $937K
22.9K $1.39M
VDC
Vanguard Consumer Staples ETF

ETFs
1.95K
+ 5.5%
$201.77 - $221.32 $393K - $431K
37.3K $8.15M
GILD
Gilead Sciences, Inc.

Healthcare
944
+ 1.62%
$66.59 - $83.99 $62.9K - $79.3K
59.1K $4.95M
AON
Aon PLC

Financial Services
2.27K
+ 70.4%
$293.16 - $351.06 $665K - $797K
5.49K $1.9M
ADP
Automatic Data Processing Inc

Industrials
499
+ 2.33%
$233.44 - $279.45 $116K - $139K
21.9K $6.05M
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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