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
APD
Air Products & Chemicals, Inc.

Basic Materials
1.12K
+ 8.96%
$285.5 - $335.62 $319K - $376K
13.6K $3.95M
IEFA
Ishares Tr

ETFs
8.6K
+ 17.6%
$70.06 - $77.43 $603K - $666K
57.5K $4.04M
AEP
American Electric Power CO Inc

Utilities
4.1K
+ 27.78%
$90.91 - $102.21 $372K - $419K
18.8K $1.74M
BK
Bank Of New York Mellon Corp

Financial Services
743
+ 2.2%
$70.82 - $81.87 $52.6K - $60.8K
34.4K $2.65M
SPH
Suburban Propane Partners LP

Utilities
19.5K
+ 12.99%
$17.0 - $19.85 $332K - $388K
170K $2.92M
MAA
Mid America Apartment Communities Inc.

Real Estate
1.5K
+ 90.89%
$149.17 - $165.2 $223K - $247K
3.14K $485K
D
Dominion Energy, Inc

Utilities
5.61K
+ 26.36%
$52.63 - $60.92 $295K - $342K
26.9K $1.45M
ADTN
Adtran Inc

Technology
1
+ 0.0%
$5.75 - $8.86 $5.75 - $8.86
90.8K $756K
ABNB
Airbnb, Inc.

Consumer Cyclical
651
+ 2.32%
$125.36 - $147.37 $81.6K - $95.9K
28.7K $3.77M
LPLA
Lpl Financial Holdings Inc.

Financial Services
219
+ 14.41%
$229.85 - $335.91 $50.3K - $73.6K
1.74K $567K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.87K
+ 10.91%
$51.54 - $52.55 $251K - $256K
49.5K $2.56M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
47.4K
+ 21.12%
$5.34 - $5.65 $253K - $268K
272K $1.47M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
153
+ 4.73%
$173.13 - $258.09 $26.5K - $39.5K
3.39K $782K
PNC
Pnc Financial Services Group, Inc.

Financial Services
642
+ 6.11%
$178.39 - $215.0 $115K - $138K
11.1K $2.15M
SAP
Sap Se

Technology
539
+ 12.68%
$218.13 - $255.54 $118K - $138K
4.79K $1.18M
URBN
Urban Outfitters Inc

Consumer Cyclical
2.04K
+ 36.35%
$34.96 - $55.81 $71.4K - $114K
7.66K $420K
LNT
Alliant Energy Corp

Utilities
3.93K
+ 21.3%
$56.24 - $63.63 $221K - $250K
22.4K $1.32M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
32
+ 1.86%
$260.53 - $404.79 $8.34K - $13K
1.75K $668K
NSC
Norfolk Southern Corp

Industrials
1.25K
+ 18.21%
$230.6 - $277.0 $288K - $346K
8.11K $1.9M
KR
Kroger CO

Consumer Defensive
2.27K
+ 14.44%
$55.21 - $63.3 $126K - $144K
18K $1.1M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.03K
+ 12.88%
$50.62 - $50.97 $204K - $205K
35.3K $1.79M
TER
Teradyne, Inc

Technology
3.06K
+ 13.11%
$102.58 - $133.62 $314K - $408K
26.4K $3.32M
TQQQ
Proshares Ultrapro Qqq

ETFs
323
+ 1.24%
$69.42 - $93.29 $22.4K - $30.1K
26.4K $2.09M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
8.3K
+ 67.41%
$23.55 - $23.9 $195K - $198K
20.6K $486K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.43K
+ 16.23%
$69.3 - $74.3 $169K - $181K
17.4K $1.24M
MAIN
Main Street Capital Corp

Financial Services
484
+ 2.47%
$49.95 - $58.58 $24.2K - $28.4K
20.1K $1.18M
PH
Parker Hannifin Corp

Industrials
241
+ 3.99%
$621.74 - $709.46 $150K - $171K
6.28K $4M
HBAN
Huntington Bancshares Inc

Financial Services
6.68K
+ 15.1%
$14.18 - $18.2 $94.8K - $122K
50.9K $828K
VRSK
Verisk Analytics, Inc.

Industrials
576
+ 27.79%
$262.86 - $294.75 $151K - $170K
2.65K $729K
TROW
Price T Rowe Group Inc

Financial Services
1.15K
+ 11.58%
$106.48 - $124.69 $122K - $143K
11.1K $1.25M
NBTB
Nbt Bancorp Inc

Financial Services
3.21K
+ 66.76%
$42.64 - $52.33 $137K - $168K
8.01K $382K
ETR
Entergy Corp

Utilities
6.81K
+ 109.81%
$73.19 - $156.4 $498K - $1.06M
13K $985K
TTMI
Ttm Technologies Inc

Technology
3.95K
+ 36.32%
$18.06 - $26.66 $71.4K - $105K
14.8K $367K
TTE
Total Energies Se

Energy
2.38K
+ 14.3%
N/A
19K $1.31M
TTD
Trade Desk, Inc.

Technology
347
+ 2.28%
$108.7 - $139.51 $37.7K - $48.4K
15.6K $1.83M
SPTL
Spdr Portfolio Long Term Treas

ETFs
7.29K
+ 63.49%
$26.05 - $29.17 $190K - $213K
18.8K $491K
VV
Vanguard Large Cap ETF

ETFs
209
+ 1.31%
$260.27 - $280.65 $54.4K - $58.7K
16.2K $4.37M
JBT
John Bean Technologies Corp

Industrials
729
+ 33.66%
$94.76 - $131.66 $69.1K - $96K
2.9K $367K
RELX
Relx PLC

Communication Services
3.96K
+ 30.54%
$44.45 - $48.63 $176K - $192K
16.9K $768K
VDE
Vanguard Energy ETF

ETFs
1.61K
+ 4.47%
$116.67 - $136.78 $188K - $220K
37.6K $4.56M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
6.56K
+ 29.55%
$23.25 - $23.56 $152K - $155K
28.8K $669K
ROL
Rollins Inc

Consumer Cyclical
3.99K
+ 45.31%
$46.35 - $51.59 $185K - $206K
12.8K $593K
EZPW
Ezcorp Inc

Financial Services
10.5K
+ 56.24%
$10.95 - $12.8 $114K - $134K
29K $354K
GPS
Gap Inc

Consumer Cyclical
7.24K
+ 27.46%
N/A
33.6K $677K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
6.3K
+ 33.32%
$23.48 - $23.73 $148K - $149K
25.2K $594K
MSCI
Msci Inc.

Financial Services
211
+ 22.3%
$569.09 - $635.99 $120K - $134K
1.16K $694K
SANM
Sanmina Corp

Technology
1.54K
+ 44.28%
$65.07 - $83.88 $100K - $129K
5.02K $380K
BKR
Baker Hughes CO

Energy
2.47K
+ 31.98%
$35.98 - $44.88 $88.8K - $111K
10.2K $417K
CME
Cme Group Inc.

Financial Services
320
+ 5.77%
$221.17 - $246.02 $70.8K - $78.7K
5.86K $1.36M
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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