Lido Advisors, LLC New Holdings in Q4 2024

Lido Advisors, LLC

  • $21.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USMF
Wisdomtree Tr Us Multifactor F

ETFs
2.34M
New
$48.43 - $52.86 $113M - $124M
2.34M $116M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.42M
New
$80.93 - $85.66 $115M - $122M
1.42M $115M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
1.24M
New
$59.58 - $63.93 $74.1M - $79.6M
1.24M $76.1M
IWX
Ishares Tr Russell 200 Value E

ETFs
956K
New
$78.25 - $85.17 $74.8M - $81.4M
956K $75.6M
IWL
Ishares Tr Russell 200 ETF

ETFs
257K
New
$138.92 - $149.97 $35.7M - $38.6M
257K $37.2M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
480K
New
$50.34 - $56.61 $24.2M - $27.2M
480K $24.6M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
376K
New
$58.46 - $65.6 $22M - $24.6M
376K $22M
VONV
Vanguard Russell 1000 Value Et

ETFs
254K
New
$80.87 - $87.69 $20.6M - $22.3M
254K $20.7M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
180K
New
$79.95 - $89.42 $14.4M - $16.1M
180K $15M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
160K
New
$50.02 - $51.24 $8.03M - $8.22M
160K $8.05M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
112K
New
$50.67 - $50.9 $5.66M - $5.68M
112K $5.66M
BXSL
Blackstone Secured Lending Fund

Financial Services
140K
New
$29.25 - $33.27 $4.1M - $4.66M
140K $4.53M
FSK
Fs Kkr Capital Corp

Financial Services
205K
New
$19.71 - $22.22 $4.04M - $4.55M
205K $4.45M
USO
United States Oil Fund, LP

ETFs
34.1K
New
$69.66 - $79.2 $2.37M - $2.7M
34.1K $2.57M
WOR
Worthington Industries Inc

Industrials
57.8K
New
$38.2 - $43.42 $2.21M - $2.51M
57.8K $2.32M
MSB
Mesabi Trust

Basic Materials
79.8K
New
$22.78 - $29.35 $1.82M - $2.34M
79.8K $2.24M
ACI
Albertsons Companies, Inc.

Consumer Defensive
101K
New
$18.01 - $19.92 $1.81M - $2M
101K $1.98M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
15.7K
New
$100.18 - $109.1 $1.58M - $1.72M
15.7K $1.65M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
64.2K
New
$23.26 - $23.6 $1.49M - $1.51M
64.2K $1.5M
LNTH
Lantheus Holdings, Inc.

Healthcare
15.3K
New
$76.22 - $116.71 $1.16M - $1.78M
15.3K $1.37M
DMF
Bny Mellon Municipal Income, Inc.

Financial Services
191K
New
$6.9 - $7.5 $1.32M - $1.43M
191K $1.35M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
58.9K
New
$22.83 - $23.36 $1.34M - $1.38M
58.9K $1.35M
IDNA
Ishares Tr Genomics Immunology

ETFs
50.2K
New
$22.38 - $25.53 $1.12M - $1.28M
50.2K $1.14M
PCTY
Paylocity Holding Corp

Technology
5.68K
New
$162.14 - $213.79 $920K - $1.21M
5.68K $1.13M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
15.4K
New
$72.28 - $78.42 $1.12M - $1.21M
15.4K $1.12M
BSMU
Invesco Exchange Self Ind Tr

ETFs
47.5K
New
$21.63 - $22.25 $1.03M - $1.06M
47.5K $1.03M
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
49.2K
New
$20.78 - $21.38 $1.02M - $1.05M
49.2K $1.03M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
35.4K
New
$28.24 - $29.18 $1M - $1.03M
35.4K $1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
25.3K
New
$34.13 - $37.35 $863K - $944K
25.3K $862K
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
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
70.8K
New
$11.02 - $12.05 $780K - $853K
70.8K $795K
SPSB
Spdr Portfolio Short Term Corp

ETFs
25.2K
New
$29.77 - $30.19 $751K - $761K
25.2K $753K
CYBR
Cyber Ark Software Ltd.

Technology
2.22K
New
$274.1 - $333.15 $609K - $740K
2.22K $739K
CPNG
Coupang, Inc.

Consumer Cyclical
33.5K
New
$21.98 - $26.89 $735K - $900K
33.5K $735K
FNX
First Tr Mid Cap Core Alphadex

ETFs
6.15K
New
$114.77 - $127.28 $706K - $783K
6.15K $711K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.8K
New
$66.77 - $71.52 $588K - $629K
8.8K $606K
IIM
Invesco Value Municipal Income Trust

Financial Services
49.5K
New
$11.71 - $12.93 $580K - $640K
49.5K $588K
FYX
First Tr Small Cap Core Alphad

ETFs
5.8K
New
$96.51 - $110.53 $560K - $641K
5.8K $585K
WRN
Western Copper & Gold Corp

Basic Materials
551K
New
$1.01 - $1.29 $556K - $711K
551K $578K
CVEO
Civeo Corp

Industrials
25.5K
New
$21.43 - $28.17 $546K - $718K
25.5K $578K
OEF
Ishares S&P 100 ETF

ETFs
2.12K
New
N/A
2.12K $562K
XPL
Solitario Zinc Corp.

Basic Materials
934K
New
$0.56 - $0.72 $523K - $673K
934K $560K
MASI
Masimo Corp

Healthcare
3.36K
New
$132.43 - $177.7 $444K - $596K
3.36K $554K
MTG
Mgic Investment Corp

Financial Services
23.4K
New
$23.32 - $26.4 $545K - $617K
23.4K $554K
ISCG
Ishares Morningstar Small Cap

ETFs
11K
New
$48.22 - $54.03 $532K - $597K
11K $546K
CNK
Cinemark Holdings, Inc.

Communication Services
17.5K
New
$26.69 - $36.02 $468K - $631K
17.5K $542K
CRS
Carpenter Technology Corp

Industrials
2.82K
New
$149.5 - $196.14 $421K - $553K
2.82K $478K
LCNB
Lcnb Corp

Financial Services
31K
New
$14.32 - $17.63 $444K - $547K
31K $469K
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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