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
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
44.4K
New
$9.99 - $10.92 $443K - $485K
44.4K $452K
BMO
Bank Of Montreal

Financial Services
4.52K
New
$89.75 - $103.39 $405K - $467K
4.52K $438K
SNAP
Snap Inc

Communication Services
40.3K
New
$9.98 - $12.86 $402K - $518K
40.3K $433K
SE
Sea LTD

Consumer Cyclical
4.08K
New
$93.56 - $117.41 $382K - $479K
4.08K $432K
KIM
Kimco Realty Corp

Real Estate
16.7K
New
$22.75 - $25.78 $380K - $431K
16.7K $391K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8.24K
New
$45.07 - $47.1 $372K - $388K
8.24K $372K
ASTS
Ast Space Mobile, Inc.

Communication Services
17.5K
New
$21.1 - $28.49 $370K - $499K
17.5K $369K
WPM
Wheaton Precious Metals Corp.

Basic Materials
6.46K
New
$56.08 - $68.53 $362K - $443K
6.46K $363K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
27.5K
New
$13.01 - $14.43 $358K - $397K
27.5K $363K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
5.95K
New
$55.58 - $62.6 $331K - $372K
5.95K $357K
OHI
Omega Healthcare Investors Inc

Real Estate
7.93K
New
$37.51 - $42.56 $298K - $338K
7.93K $300K
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
2.3K
New
$125.0 - $133.2 $288K - $307K
2.3K $288K
FNV
Franco Nevada Corp

Basic Materials
2.41K
New
$113.26 - $137.22 $273K - $331K
2.41K $283K
IOO
Ishares Tr Global 100 ETF

ETFs
2.78K
New
$97.46 - $103.45 $271K - $287K
2.78K $279K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
12.7K
New
$21.41 - $23.64 $271K - $299K
12.7K $278K
WEN
Wendy'S CO

Consumer Cyclical
17.1K
New
$16.26 - $20.42 $278K - $349K
17.1K $278K
FLEX
Flex Ltd.

Technology
7.21K
New
$32.52 - $41.3 $235K - $298K
7.21K $276K
CARG
Car Gurus, Inc.

Communication Services
7.55K
New
$29.05 - $38.78 $219K - $293K
7.55K $276K
JBBB
Janus Detroit Str Tr Henderson

ETFs
5.56K
New
$48.59 - $49.45 $270K - $275K
5.56K $273K
IOSP
Innospec Inc.

Basic Materials
2.47K
New
$107.78 - $124.9 $266K - $308K
2.47K $271K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
10.5K
New
$19.44 - $28.35 $204K - $297K
10.5K $269K
EARN
Ellington Residential Mortgage Reit

Real Estate
40.2K
New
$6.33 - $7.03 $254K - $283K
40.2K $266K
RMBS
Rambus Inc

Technology
5.01K
New
$40.13 - $59.14 $201K - $296K
5.01K $264K
PSMT
Pricesmart Inc

Consumer Defensive
2.82K
New
$83.08 - $96.92 $234K - $273K
2.82K $259K
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
4.14K
New
$56.46 - $67.59 $234K - $280K
4.14K $259K
KMX
Carmax Inc

Consumer Cyclical
3.11K
New
$71.11 - $87.2 $221K - $271K
3.11K $254K
AZPN
Aspen Technology, Inc.

Technology
1.02K
New
$231.19 - $253.16 $235K - $257K
1.02K $253K
IX
Orix Corp

Financial Services
2.38K
New
$104.38 - $117.09 $248K - $279K
2.38K $252K
JMSB
John Marshall Bancorp, Inc.

Financial Services
12.5K
New
$18.81 - $25.98 $235K - $325K
12.5K $250K
SMPL
Simply Good Foods CO

Consumer Defensive
6.43K
New
$32.46 - $40.01 $209K - $257K
6.43K $250K
TDW
Tidewater Inc

Energy
4.59K
New
$47.0 - $73.31 $215K - $336K
4.59K $250K
ZYXI
Zynex Inc

Healthcare
30K
New
$7.51 - $9.3 $225K - $279K
30K $240K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
2.1K
New
$112.69 - $123.97 $237K - $261K
2.1K $237K
CSL
Carlisle Companies Inc

Industrials
642
New
$368.67 - $480.91 $237K - $309K
642 $236K
KD
Kyndryl Holdings, Inc.

Technology
6.76K
New
$22.43 - $35.79 $152K - $242K
6.76K $233K
TGTX
Tg Therapeutics, Inc.

Healthcare
7.68K
New
$21.31 - $35.09 $164K - $269K
7.68K $231K
YELP
Yelp Inc

Communication Services
5.97K
New
$33.38 - $40.61 $199K - $243K
5.97K $231K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
10.4K
New
$19.51 - $23.42 $202K - $243K
10.4K $228K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
5.51K
New
$40.26 - $44.35 $222K - $244K
5.51K $228K
UCTT
Ultra Clean Holdings, Inc.

Technology
6.34K
New
$33.45 - $40.93 $212K - $259K
6.34K $227K
MGY
Magnolia Oil & Gas Corp

Energy
9.7K
New
$22.89 - $28.79 $222K - $279K
9.7K $226K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
2.9K
New
$67.53 - $85.82 $196K - $249K
2.9K $226K
IYC
Ishares U.S. Consumer Discreti

ETFs
2.31K
New
$85.96 - $101.28 $199K - $234K
2.31K $222K
UTL
Unitil Corp

Utilities
4.09K
New
$53.77 - $60.69 $220K - $248K
4.09K $221K
HWM
Howmet Aerospace Inc.

Industrials
2.01K
New
$99.72 - $120.09 $201K - $242K
2.01K $220K
GFF
Griffon Corp

Industrials
3.07K
New
$62.88 - $85.16 $193K - $262K
3.07K $219K
RDVY
First Trust Rising Dividend Ac

ETFs
3.71K
New
$58.65 - $64.37 $218K - $239K
3.71K $219K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
5.14K
New
$42.33 - $43.3 $218K - $223K
5.14K $219K
HEFA
Ishares Currency Hedged Msci E

ETFs
6.32K
New
$34.42 - $35.88 $218K - $227K
6.32K $219K
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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