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
CSX
Csx Corp

Industrials
1.03K
+ 1.92%
$31.58 - $36.88 $32.4K - $37.9K
54.6K $1.76M
IQV
Iqvia Holdings Inc.

Healthcare
388
+ 9.45%
$190.97 - $236.63 $74.1K - $91.8K
4.49K $883K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
26
+ 0.16%
$67.29 - $73.38 $1.75K - $1.91K
16.6K $1.13M
GIS
General Mills Inc

Consumer Defensive
4.35K
+ 11.87%
$62.78 - $74.62 $273K - $325K
41K $2.62M
VPU
Vanguard Utilities ETF

ETFs
1.23K
+ 4.44%
$160.52 - $179.11 $198K - $221K
29K $4.73M
CROX
Crocs, Inc.

Consumer Cyclical
618
+ 13.21%
$96.51 - $141.93 $59.6K - $87.7K
5.3K $580K
TNC
Tennant CO

Industrials
733
+ 6.24%
$80.27 - $94.44 $58.8K - $69.2K
12.5K $1.02M
FLO
Flowers Foods Inc

Consumer Defensive
126
+ 0.25%
$20.4 - $23.31 $2.57K - $2.94K
50.7K $1.05M
ABR
Arbor Realty Trust Inc

Real Estate
674
+ 0.8%
$13.66 - $15.64 $9.21K - $10.5K
84.8K $1.18M
DVN
Devon Energy Corp

Energy
1.14K
+ 3.98%
$30.52 - $42.96 $34.7K - $48.8K
29.6K $970K
HPQ
Hp Inc

Technology
272
+ 0.56%
$32.46 - $39.3 $8.83K - $10.7K
48.9K $1.6M
MDLZ
Mondelez International, Inc.

Consumer Defensive
11.8K
+ 19.15%
$59.25 - $72.99 $701K - $863K
73.6K $4.39M
ACGL
Arch Capital Group Ltd.

Financial Services
338
+ 3.5%
$88.71 - $114.86 $30K - $38.8K
9.99K $922K
NVS
Novartis Ag

Healthcare
1.08K
+ 7.16%
$96.78 - $117.18 $105K - $127K
16.2K $1.57M
CCI
Crown Castle International Corp

Real Estate
445
+ 5.99%
$89.78 - $119.11 $40K - $53K
7.88K $714K
ATI
Allegheny Technologies Inc

Industrials
1.52K
+ 6.82%
$52.71 - $65.96 $80.1K - $100K
23.8K $1.31M
LDOS
Leidos Holdings, Inc.

Technology
119
+ 1.09%
$143.17 - $201.39 $17K - $24K
11.1K $1.59M
MPWR
Monolithic Power Systems Inc

Technology
185
+ 20.07%
$560.06 - $942.58 $104K - $174K
1.11K $655K
AOS
Smith A O Corp

Industrials
334
+ 3.26%
$68.02 - $88.94 $22.7K - $29.7K
10.6K $721K
ERIE
Erie Indemnity CO

Financial Services
57
+ 3.24%
$401.65 - $542.86 $22.9K - $30.9K
1.82K $748K
RGLD
Royal Gold Inc

Basic Materials
46
+ 0.18%
$131.05 - $154.26 $6.03K - $7.1K
26.3K $3.47M
SHW
Sherwin Williams CO

Basic Materials
2.42K
+ 9.64%
$338.75 - $399.71 $821K - $969K
27.6K $9.37M
STX
Seagate Technology Holdings PLC

Technology
320
+ 2.71%
$86.31 - $112.64 $27.6K - $36K
12.1K $1.05M
BBY
Best Buy CO Inc

Consumer Cyclical
553
+ 3.24%
$85.2 - $101.35 $47.1K - $56K
17.6K $1.51M
IEF
Ishares Barclays

ETFs
19
+ 0.04%
$92.08 - $98.18 $1.75K - $1.87K
45.5K $4.21M
PSA
Public Storage

Real Estate
39
+ 0.92%
$289.33 - $360.21 $11.3K - $14K
4.3K $1.29M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
1.72K
+ 1.65%
$37.41 - $42.14 $64.4K - $72.5K
106K $3.97M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.26K
+ 3.02%
$44.04 - $49.49 $143K - $161K
111K $4.88M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
12
+ 0.01%
$26.79 - $30.35 $321 - $364
110K $3M
CTAS
Cintas Corp

Industrials
673
+ 3.93%
$182.7 - $226.47 $123K - $152K
17.8K $3.25M
ECL
Ecolab Inc.

Basic Materials
295
+ 1.63%
$234.32 - $261.43 $69.1K - $77.1K
18.4K $4.32M
OLED
Universal Display Corp Pa

Technology
19
+ 0.36%
$146.2 - $213.81 $2.78K - $4.06K
5.25K $767K
CI
Cigna Corp

Healthcare
1.17K
+ 12.2%
$265.59 - $358.58 $309K - $418K
10.7K $2.96M
UBER
Uber Technologies, Inc

Technology
5.16K
+ 11.13%
$59.93 - $86.34 $309K - $446K
51.5K $3.11M
DOW
Dow Inc.

Basic Materials
852
+ 2.96%
$39.1 - $55.34 $33.3K - $47.1K
29.7K $1.19M
VNQ
Vanguard Specialized Funds Van

ETFs
8.38K
+ 6.1%
$87.85 - $98.6 $736K - $826K
146K $13M
RODM
Hartford Multifactor Developed

ETFs
3.33K
+ 1.38%
$28.36 - $30.42 $94.3K - $101K
244K $6.93M
MDT
Medtronic PLC

Healthcare
79
+ 0.18%
$79.61 - $92.24 $6.29K - $7.29K
44.6K $3.57M
XLI
Industrial Sector Spdr

ETFs
2.26K
+ 1.1%
$131.76 - $143.99 $297K - $325K
208K $27.4M
XLU
Utilities Sector Spdr

ETFs
11.4K
+ 4.37%
$74.89 - $82.93 $852K - $944K
272K $20.6M
SO
Southern CO

Utilities
1.03K
+ 1.34%
$81.5 - $94.15 $83.9K - $97K
78.1K $6.43M
EEM
Ishares Msci Emerging Markets

ETFs
32
+ 0.02%
$41.82 - $47.36 $1.34K - $1.52K
132K $5.54M
EFA
Ishares Tr Msci Eafe ETF

ETFs
884
+ 1.15%
$75.1 - $82.99 $66.4K - $73.4K
77.8K $5.88M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
21.5K
+ 4.07%
$48.17 - $53.38 $1.04M - $1.15M
549K $26.8M
VHT
Vanguard Health Care ETF

ETFs
3.39K
+ 6.77%
$250.81 - $283.3 $849K - $959K
53.4K $13.5M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
201
+ 9.51%
$701.85 - $1046.91 $141K - $210K
2.31K $1.65M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.93K
+ 13.63%
$501.29 - $612.85 $1.47M - $1.8M
24.5K $12.7M
PEP
Pepsico Inc

Consumer Defensive
5.82K
+ 7.01%
$151.29 - $176.1 $880K - $1.02M
88.8K $13.5M
PSX
Phillips 66

Energy
1.51K
+ 3.33%
$110.35 - $138.93 $166K - $209K
46.7K $5.33M
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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