Lido Advisors, LLC Purchases in Q4 2024

Lido Advisors, LLC

  • $21.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PRU
Prudential Financial Inc

Financial Services
8.25K
+ 114.67%
$114.59 - $129.52 $945K - $1.07M
15.4K $1.83M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
41.5K
+ 66.0%
$23.22 - $23.84 $963K - $989K
104K $2.45M
GILD
Gilead Sciences, Inc.

Healthcare
4.68K
+ 7.92%
$83.95 - $97.9 $393K - $458K
63.8K $5.89M
CAH
Cardinal Health Inc

Healthcare
7.04K
+ 53.31%
$107.89 - $125.33 $760K - $883K
20.3K $2.4M
GWW
W.W. Grainger, Inc.

Industrials
863
+ 54.38%
$1023.06 - $1220.93 $883K - $1.05M
2.45K $2.58M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
750
+ 65.67%
$1146.59 - $1270.6 $860K - $953K
1.89K $2.24M
TMUS
T Mobile Us, Inc.

Communication Services
1.54K
+ 3.78%
$206.1 - $246.94 $318K - $381K
42.3K $9.33M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
11.7K
+ 15.71%
$55.73 - $66.16 $655K - $777K
86.5K $5.22M
XLK
Technology Sector Spdr

ETFs
356
+ 0.29%
$220.26 - $241.44 $78.4K - $86K
121K $28.2M
IBHG
Ishares Tr Ibonds 2027 Term Hi
41.9K
+ 47.03%
$22.11 - $22.54 $926K - $944K
131K $2.91M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
81.5K
+ 111.71%
$12.1 - $13.76 $986K - $1.12M
154K $1.87M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
25.3K
New
$34.13 - $37.35 $863K - $944K
25.3K $862K
SNOW
Snowflake Inc.

Technology
103
+ 0.48%
$109.65 - $186.51 $11.3K - $19.2K
21.4K $3.3M
AXON
Axon Enterprise, Inc.

Industrials
1.13K
+ 118.74%
$399.22 - $689.78 $450K - $778K
2.08K $1.23M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
14.9K
+ 174.06%
$53.94 - $58.15 $804K - $866K
23.5K $1.32M
IBHE
Ishares Ibonds 2025 Term High

ETFs
37.3K
+ 26.47%
$23.08 - $23.28 $861K - $868K
178K $4.13M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
15K
New
$56.06 - $61.35 $838K - $917K
15K $844K
MGV
Vanguard Mega Cap Value

ETFs
6.7K
New
$124.06 - $133.48 $831K - $894K
6.7K $836K
FNDA
Schwab Fundamental U S Small C

ETFs
40.1K
+ 329.83%
$29.26 - $59.11 $1.17M - $2.37M
52.3K $1.55M
GTO
Invesco Actively Managed ETF T

ETFs
18.6K
+ 92.89%
$46.33 - $48.41 $862K - $901K
38.6K $1.79M
MSI
Motorola Solutions, Inc.

Technology
1.63K
+ 37.35%
$449.08 - $504.6 $732K - $823K
6K $2.77M
MPLX
Mplx LP

Energy
15.4K
+ 85.12%
$43.77 - $51.66 $675K - $797K
33.5K $1.61M
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
70.8K
New
$11.02 - $12.05 $780K - $853K
70.8K $795K
HUBS
Hubspot Inc

Technology
871
+ 78.82%
$514.07 - $757.4 $448K - $660K
1.98K $1.38M
MFC
Manulife Financial Corp

Financial Services
25.1K
+ 199.25%
$29.21 - $32.87 $734K - $826K
37.7K $1.16M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
34.7K
+ 18.12%
$23.03 - $23.33 $800K - $810K
226K $5.24M
TXN
Texas Instruments Inc

Technology
3.87K
+ 6.23%
N/A
66K $12.8M
SPSB
Spdr Portfolio Short Term Corp

ETFs
25.2K
New
$29.77 - $30.19 $751K - $761K
25.2K $753K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
55.5K
+ 266.94%
$22.63 - $47.53 $1.26M - $2.64M
76.3K $1.73M
HSY
Hershey CO

Consumer Defensive
4.66K
+ 232.58%
$168.67 - $193.65 $786K - $903K
6.67K $1.13M
CYBR
Cyber Ark Software Ltd.

Technology
2.22K
New
$274.1 - $333.15 $609K - $740K
2.22K $739K
WDAY
Workday, Inc.

Technology
2.79K
+ 208.28%
$233.85 - $279.91 $653K - $782K
4.13K $1.07M
CPNG
Coupang, Inc.

Consumer Cyclical
33.5K
New
$21.98 - $26.89 $735K - $900K
33.5K $735K
PM
Philip Morris International Inc.

Consumer Defensive
6.68K
+ 9.52%
$118.38 - $133.06 $791K - $889K
76.9K $9.25M
VB
Vanguard Small Cap ETF

ETFs
2.28K
+ 3.86%
$233.76 - $261.58 $533K - $597K
61.4K $14.8M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
29.5K
+ 98.74%
$24.55 - $25.16 $724K - $742K
59.4K $1.46M
FNX
First Tr Mid Cap Core Alphadex

ETFs
6.15K
New
$114.77 - $127.28 $706K - $783K
6.15K $711K
UAL
United Airlines Holdings, Inc.

Industrials
358
+ 2.15%
$55.62 - $102.44 $19.9K - $36.7K
17K $1.65M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.77K
+ 45.6%
$316.94 - $357.88 $560K - $632K
5.64K $1.94M
TWLO
Twilio Inc

Communication Services
1
+ 0.01%
$63.73 - $114.96 $63.7 - $115
15.8K $1.71M
BR
Broadridge Financial Solutions, Inc.

Technology
2.73K
+ 49.28%
$209.64 - $236.44 $571K - $645K
8.26K $1.87M
CTSH
Cognizant Technology Solutions Corp

Technology
8.59K
+ 81.54%
$74.37 - $82.32 $638K - $707K
19.1K $1.47M
TFC
Truist Financial Corp

Financial Services
14.3K
+ 32.72%
$41.51 - $48.1 $592K - $686K
57.8K $2.51M
IDV
Ishares Tr

ETFs
28K
+ 61.53%
$27.03 - $29.92 $757K - $838K
73.6K $2.01M
LEN
Lennar Corp

Consumer Cyclical
6.96K
+ 113.23%
$136.2 - $188.96 $948K - $1.31M
13.1K $1.79M
PBT
Permian Basin Royalty Trust

Energy
60.9K
+ 113.42%
$10.49 - $13.86 $639K - $844K
115K $1.27M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.8K
New
$66.77 - $71.52 $588K - $629K
8.8K $606K
SAR
Saratoga Investment Corp.

Financial Services
23.1K
+ 32.12%
$23.03 - $26.07 $532K - $602K
95K $2.27M
CVNA
Carvana Co.

Consumer Cyclical
2.68K
+ 137.42%
$175.8 - $260.8 $471K - $699K
4.63K $941K
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
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