Lido Advisors, LLC Incresed Positions in Q4 2024

Lido Advisors, LLC

  • $21.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
589K
+ 27.82%
$567.81 - $607.81 $335M - $358M
2.71M $1.59B
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.58M
+ 519.23%
$124.26 - $134.12 $197M - $212M
1.89M $243M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
10.6M
+ 20.43%
$19.38 - $19.58 $206M - $208M
62.6M $1.22B
IVV
Ishares Core S&P 500 ETF

ETFs
239K
+ 121.02%
$570.51 - $610.59 $136M - $146M
436K $256M
AAPL
Apple Inc.

Technology
305K
+ 10.29%
$221.69 - $259.02 $67.6M - $79M
3.27M $819M
IWY
Ishares Tr Russell 200 Growth

ETFs
499K
+ 49307.9%
$216.72 - $244.71 $108M - $122M
501K $118M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.04M
+ 49.72%
$94.43 - $105.47 $98.1M - $110M
3.13M $318M
IVE
Ishares S&P 500 Value ETF

ETFs
449K
+ 46.48%
$189.5 - $206.17 $85M - $92.5M
1.41M $270M
IWV
Ishares Russell 3000 ETF

ETFs
233K
+ 691.48%
$323.08 - $349.08 $75.3M - $81.4M
267K $89.2M
USFR
Wisdomtree Floating Rate Treas

ETFs
1.5M
+ 18240.92%
$50.23 - $50.46 $75.3M - $75.7M
1.51M $75.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.43M
+ 5708.95%
$25.93 - $105.3 $63M - $256M
2.47M $68.9M
AMZN
Amazon Com Inc

Consumer Cyclical
141K
+ 15.78%
$180.88 - $232.93 $25.5M - $32.9M
1.04M $227M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
2.94M
+ 382.66%
$18.28 - $18.87 $53.7M - $55.4M
3.7M $67.9M
NVDA
Nvidia Corp

Technology
27.1K
+ 0.81%
$117.0 - $148.88 $3.17M - $4.04M
3.36M $452M
GLD
Spdr Gold Trust

ETFs
191K
+ 424.92%
$236.59 - $257.5 $45.1M - $49.1M
236K $57.1M
GOOG
Alphabet Inc.

Communication Services
169K
+ 35.5%
$163.08 - $198.16 $27.5M - $33.4M
644K $123M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
2.04M
+ 4.45%
$20.6 - $20.71 $42M - $42.2M
47.9M $989M
MSFT
Microsoft Corp

Technology
105K
+ 10.64%
$406.35 - $454.46 $42.7M - $47.8M
1.09M $461M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
308K
+ 2462.39%
$115.08 - $119.55 $35.4M - $36.8M
320K $37M
AVGO
Broadcom Inc.

Technology
37.1K
+ 8.73%
$159.67 - $250.0 $5.92M - $9.28M
462K $107M
IWS
Ishares Russell Midcap Value E

ETFs
259K
+ 694.14%
$128.08 - $140.32 $33.1M - $36.3M
296K $38.3M
DPZ
Dominos Pizza Inc

Consumer Cyclical
69.6K
+ 3295.03%
$408.59 - $476.19 $28.4M - $33.1M
71.7K $30.1M
VTV
Vanguard Value ETF

ETFs
169K
+ 427.11%
$168.32 - $181.87 $28.4M - $30.7M
208K $35.3M
VONG
Vanguard Russell 1000 Growth E

ETFs
267K
+ 1906.93%
$95.27 - $107.82 $25.4M - $28.8M
281K $29M
PG
Procter & Gamble CO

Consumer Defensive
169K
+ 102.68%
$161.05 - $179.7 $27.2M - $30.4M
333K $55.9M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
37.4K
+ 1.96%
$170.03 - $192.78 $6.37M - $7.22M
1.95M $361M
QCOM
Qualcomm Inc

Technology
179K
+ 183.39%
$150.4 - $178.04 $27M - $31.9M
277K $42.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
53.1K
+ 35.13%
$370.24 - $418.94 $19.7M - $22.3M
204K $82.1M
JPM
Jpmorgan Chase & CO

Financial Services
64.1K
+ 23.46%
$205.18 - $250.29 $13.1M - $16M
337K $80.8M
XLG
Invesco Exchange Traded Fd Tr

ETFs
411K
+ 51.39%
$46.94 - $51.62 $19.3M - $21.2M
1.21M $60.5M
GOOGL
Alphabet Inc.

Communication Services
47.4K
+ 8.88%
$161.86 - $196.66 $7.68M - $9.33M
582K $110M
VUG
Vanguard Growth ETF

ETFs
50.6K
+ 326.21%
$378.79 - $428.11 $19.2M - $21.7M
66.1K $27.1M
GS
Goldman Sachs Group Inc

Financial Services
22.5K
+ 29.9%
$486.1 - $608.57 $11M - $13.7M
97.9K $56.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
151K
+ 110.04%
$113.92 - $127.38 $17.2M - $19.2M
288K $33.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
91.6K
+ 181.1%
$183.23 - $199.79 $16.8M - $18.3M
142K $26.3M
NFLX
Netflix Inc

Communication Services
5.14K
+ 8.12%
$687.65 - $936.56 $3.54M - $4.81M
68.5K $61M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
252K
+ 163.63%
$61.68 - $67.87 $15.5M - $17.1M
405K $25.3M
IWP
Ishares Russell Mid Cap Growth

ETFs
120K
+ 276.68%
$116.4 - $138.52 $13.9M - $16.6M
163K $20.6M
IWM
Ishares Russell 2000 ETF

ETFs
66.8K
+ 70.27%
$216.13 - $242.4 $14.4M - $16.2M
162K $35.8M
FDIS
Fidelity Covington Tr Msci Con

ETFs
22.4K
+ 1.65%
$85.33 - $104.24 $1.91M - $2.34M
1.38M $135M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
276K
+ 1887.92%
$50.53 - $55.55 $13.9M - $15.3M
290K $14.8M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
32.1K
+ 1.41%
$63.19 - $73.31 $2.03M - $2.35M
2.31M $158M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
524K
+ 37.25%
N/A
1.93M $45.9M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
541K
+ 39.06%
$23.88 - $24.32 $12.9M - $13.2M
1.93M $46.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
19.1K
+ 9.98%
$521.84 - $558.82 $9.94M - $10.6M
210K $113M
BA
Boeing CO

Industrials
55.7K
+ 137.98%
$138.14 - $180.72 $7.7M - $10.1M
96.1K $17M
BAC
Bank Of America Corp

Financial Services
218K
+ 74.65%
$39.22 - $47.77 $8.57M - $10.4M
511K $22.5M
COP
Conocophillips

Energy
111K
+ 149.1%
$95.12 - $114.72 $10.5M - $12.7M
185K $18.4M
V
Visa Inc.

Financial Services
17.7K
+ 15.0%
$273.87 - $320.91 $4.86M - $5.69M
136K $43M
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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