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
JQC
Nuveen Credit Strategies Income Fund

Financial Services
1
+ 0.0%
$5.64 - $5.93 $5.64 - $5.93
185K $1.05M
NMFC
New Mountain Finance Corp

Financial Services
1.2K
+ 2.7%
$10.68 - $11.94 $12.8K - $14.3K
45.6K $512K
GNL
Global Net Lease, Inc.

Real Estate
327
+ 1.76%
$7.02 - $8.61 $2.3K - $2.82K
18.9K $137K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
1.98K
+ 5.01%
$20.17 - $21.84 $39.8K - $43.1K
41.4K $836K
IR
Ingersoll Rand Inc.

Industrials
112
+ 2.71%
$90.46 - $105.35 $10.1K - $11.8K
4.25K $384K
EFV
Msci Eafe Value ETF

ETFs
674
+ 6.12%
$51.78 - $57.15 $34.9K - $38.5K
11.7K $612K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
35
+ 1.18%
$89.81 - $104.0 $3.14K - $3.64K
3.01K $271K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
2.06K
+ 5.98%
$19.11 - $21.17 $39.3K - $43.5K
36.4K $700K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
700
+ 2.93%
$17.87 - $19.48 $12.5K - $13.6K
24.6K $441K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
1
+ 0.22%
$1124.26 - $1344.96 $1.12K - $1.34K
454 $572K
SLV
I Shares Silver Trust

ETFs
1.45K
+ 4.75%
$26.33 - $31.74 $38.3K - $46.1K
32.1K $844K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
100
+ 0.21%
$77.23 - $82.11 $7.72K - $8.21K
46.7K $3.64M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
248
+ 1.05%
$101.77 - $113.02 $25.2K - $28K
23.8K $2.51M
DTE
Dte Energy CO

Utilities
19
+ 0.44%
$117.04 - $129.77 $2.22K - $2.47K
4.29K $518K
TXT
Textron Inc

Industrials
52
+ 1.85%
$75.82 - $90.32 $3.94K - $4.7K
2.87K $219K
ODFL
Old Dominion Freight Line, Inc.

Industrials
59
+ 3.16%
$176.4 - $231.84 $10.4K - $13.7K
1.93K $340K
ALB
Albemarle Corp

Basic Materials
438
+ 5.52%
$86.08 - $111.3 $37.7K - $48.7K
8.37K $720K
HIG
Hartford Financial Services Group, Inc.

Financial Services
82
+ 1.58%
$107.06 - $123.74 $8.78K - $10.1K
5.28K $577K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
100
+ 0.13%
$8.61 - $9.3 $861 - $930
75.8K $656K
ENTG
Entegris Inc

Technology
9
+ 0.31%
$97.67 - $112.92 $879 - $1.02K
2.94K $291K
FE
Firstenergy Corp

Utilities
101
+ 1.05%
$39.14 - $44.52 $3.95K - $4.5K
9.72K $386K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
191
+ 0.76%
$12.44 - $14.36 $2.38K - $2.74K
25.4K $319K
MDB
Mongo Db, Inc.

Technology
17
+ 1.43%
$232.81 - $350.13 $3.96K - $5.95K
1.21K $281K
CLSK
Cleanspark, Inc.

Technology
156
+ 0.05%
$8.61 - $17.63 $1.34K - $2.75K
324K $2.98M
CB
Chubb LTD

Financial Services
938
+ 3.77%
$271.57 - $301.89 $255K - $283K
25.8K $7.14M
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
1
+ 0.0%
$6.37 - $7.15 $6.37 - $7.15
248K $1.65M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
4.27K
+ 1.08%
$7.83 - $8.16 $33.4K - $34.9K
401K $3.15M
HMC
Honda Motor CO LTD

Consumer Cyclical
385
+ 2.1%
$23.7 - $32.62 $9.12K - $12.6K
18.7K $535K
FNF
Fidelity National Financial, Inc.

Financial Services
17
+ 0.21%
$55.19 - $63.83 $938 - $1.09K
8.14K $457K
INDA
Ishares Msci India Index Fund

ETFs
50
+ 0.58%
$52.64 - $58.16 $2.63K - $2.91K
8.62K $453K
NXPI
Nxp Semiconductors N.V.

Technology
995
+ 12.61%
$207.27 - $255.58 $206K - $254K
8.89K $1.85M
IXJ
Ishares Global Healthcare ETF

ETFs
4
+ 0.1%
$85.65 - $98.34 $343 - $393
4K $344K
JLL
Jones Lang Lasalle Inc

Real Estate
27
+ 0.81%
$246.93 - $283.67 $6.67K - $7.66K
3.38K $855K
RWR
Spdr Dow Jones Reit ETF

ETFs
1
+ 0.02%
$97.84 - $108.61 $97.8 - $109
6.43K $635K
MKC
Mccormick & CO Inc

Consumer Defensive
622
+ 3.64%
$73.97 - $84.09 $46K - $52.3K
17.7K $1.35M
KMB
Kimberly Clark Corp

Consumer Defensive
1.22K
+ 6.13%
$130.37 - $146.09 $159K - $178K
21K $2.76M
EXC
Exelon Corp

Utilities
353
+ 1.3%
$36.22 - $40.97 $12.8K - $14.5K
27.6K $1.04M
ICE
Intercontinental Exchange, Inc.

Financial Services
3.2K
+ 6.86%
$148.29 - $166.93 $475K - $535K
49.9K $7.43M
PDI
Pimco Dynamic Income Fund

Financial Services
762
+ 1.77%
$18.33 - $20.85 $14K - $15.9K
43.7K $801K
BAX
Baxter International Inc

Healthcare
935
+ 8.48%
$28.63 - $37.84 $26.8K - $35.4K
12K $348K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
148
+ 0.16%
$10.39 - $11.25 $1.54K - $1.67K
90.1K $942K
PSEC
Prospect Capital Corp

Financial Services
1.48K
+ 1.96%
$4.16 - $5.34 $6.15K - $7.9K
76.9K $331K
AWK
American Water Works Company, Inc.

Utilities
597
+ 8.7%
$123.83 - $146.07 $73.9K - $87.2K
7.46K $928K
NEM
Newmont Corp

Basic Materials
1.48K
+ 17.76%
$37.0 - $58.68 $54.8K - $86.9K
9.82K $365K
EL
Estee Lauder Companies Inc

Consumer Defensive
298
+ 7.14%
$62.74 - $97.24 $18.7K - $29K
4.47K $335K
SJM
J M Smucker CO

Consumer Defensive
40
+ 0.51%
$106.92 - $121.75 $4.28K - $4.87K
7.89K $868K
AFL
Aflac Inc

Financial Services
2.39K
+ 6.08%
$100.37 - $115.27 $240K - $276K
41.8K $4.32M
EWJ
Ishares Msci Japan ETF

ETFs
1.04K
+ 3.0%
$66.18 - $71.84 $69K - $74.9K
35.8K $2.4M
ALGN
Align Technology Inc

Healthcare
37
+ 1.81%
$205.03 - $245.32 $7.59K - $9.08K
2.08K $433K
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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