Lido Advisors, LLC Reduced Holdings in Q4 2024

Lido Advisors, LLC

  • $21.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TRV
Travelers Companies, Inc.

Financial Services
-918K
- 99.28%
$225.97 - $266.66 $207M - $245M
6.64K $1.6M
RTX
Raytheon Technologies Corp

Industrials
-611K
- 77.92%
$114.45 - $127.21 $69.9M - $77.7M
173K $20M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-110K
- 25.59%
$481.22 - $538.17 $53M - $59.3M
320K $164M
EW
Edwards Lifesciences Corp

Healthcare
-462K
- 95.92%
$64.54 - $75.92 $29.8M - $35.1M
19.6K $1.45M
TGT
Target Corp

Consumer Defensive
-151K
- 42.27%
$121.59 - $160.69 $18.4M - $24.3M
207K $27.9M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-251K
- 47.65%
$90.66 - $99.46 $22.7M - $24.9M
275K $25M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-176K
- 47.03%
$121.89 - $135.52 $21.5M - $23.9M
198K $24.8M
NKE
Nike, Inc.

Consumer Cyclical
-133K
- 64.94%
$73.36 - $89.13 $9.76M - $11.9M
71.9K $5.44M
VEA
Vanguard Ftse Developed Market

ETFs
-124K
- 13.93%
$47.57 - $52.44 $5.91M - $6.51M
767K $36.7M
GLW
Corning Inc

Technology
-215K
- 60.05%
$44.11 - $49.76 $9.5M - $10.7M
143K $6.81M
IRM
Iron Mountain Inc

Real Estate
-65.7K
- 71.42%
$101.62 - $128.14 $6.68M - $8.42M
26.3K $2.76M
GD
General Dynamics Corp

Industrials
-18.1K
- 20.59%
$260.28 - $314.03 $4.7M - $5.67M
69.6K $18.3M
DAL
Delta Air Lines, Inc.

Industrials
-171K
- 69.43%
$47.46 - $65.77 $8.1M - $11.2M
75.1K $4.54M
MO
Altria Group, Inc.

Consumer Defensive
-174K
- 18.33%
$49.06 - $57.74 $8.55M - $10.1M
776K $40.6M
CEG
Constellation Energy Corp

Utilities
-27.4K
- 55.81%
$224.28 - $285.52 $6.15M - $7.82M
21.7K $4.88M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-51.7K
- 8.03%
$96.64 - $101.23 $4.99M - $5.23M
592K $57.4M
NVR
Nvr Inc

Consumer Cyclical
-752
- 74.6%
$8101.21 - $9940.51 $6.09M - $7.48M
256 $2.09M
CMCSA
Comcast Corp

Communication Services
-161K
- 47.93%
$37.39 - $45.14 $6.03M - $7.27M
175K $6.57M
LOW
Lowes Companies Inc

Consumer Cyclical
-23.4K
- 42.23%
$244.52 - $284.07 $5.72M - $6.65M
32K $7.9M
CL
Colgate Palmolive CO

Consumer Defensive
-61.7K
- 55.15%
$90.22 - $102.31 $5.56M - $6.31M
50.2K $4.56M
CDW
Cdw Corp

Technology
-27.3K
- 63.78%
$171.49 - $225.64 $4.68M - $6.16M
15.5K $2.7M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-38.7K
- 74.72%
$180.39 - $205.43 $6.98M - $7.95M
13.1K $2.48M
KKR
Kkr & Co. Inc.

Financial Services
-54.4K
- 66.3%
$129.87 - $162.87 $7.06M - $8.86M
27.6K $4.09M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-44.3K
- 32.29%
$134.53 - $150.65 $5.96M - $6.68M
93K $12.6M
RL
Ralph Lauren Corp

Consumer Cyclical
-34.6K
- 77.2%
$192.23 - $233.41 $6.65M - $8.07M
10.2K $2.36M
TRMB
Trimble Inc.

Technology
-107K
- 66.97%
$60.21 - $75.4 $6.47M - $8.1M
53K $3.74M
ISRG
Intuitive Surgical Inc

Healthcare
-15.7K
- 22.75%
$471.27 - $550.62 $7.38M - $8.62M
53.1K $27.7M
AMP
Ameriprise Financial Inc

Financial Services
-14.1K
- 57.26%
$473.15 - $574.01 $6.65M - $8.07M
10.5K $5.58M
WDC
Western Digital Corp

Technology
-82K
- 74.78%
$59.62 - $73.43 $4.89M - $6.02M
27.7K $1.65M
SYF
Synchrony Financial

Financial Services
-124K
- 75.44%
$49.01 - $68.55 $6.07M - $8.49M
40.3K $2.62M
GDDY
Go Daddy Inc.

Technology
-39.2K
- 68.63%
$153.16 - $209.03 $6.01M - $8.2M
17.9K $3.54M
SYK
Stryker Corp

Healthcare
-14.5K
- 29.09%
$345.14 - $392.15 $5M - $5.68M
35.3K $12.7M
VLO
Valero Energy Corp

Energy
-34K
- 52.92%
$118.59 - $144.02 $4.04M - $4.9M
30.3K $3.71M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-47.2K
- 26.74%
$104.59 - $118.05 $4.94M - $5.57M
129K $14M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
-133K
- 53.02%
$30.82 - $34.31 $4.11M - $4.58M
118K $3.7M
STLD
Steel Dynamics Inc

Basic Materials
-46.6K
- 72.65%
N/A
17.6K $1.72M
FISV
Fiserv Inc

Technology
-35.4K
- 54.9%
N/A
29.1K $3.65M
CBOE
Cboe Global Markets, Inc.

Financial Services
-19.1K
- 45.01%
$191.61 - $217.84 $3.65M - $4.15M
23.3K $4.55M
XLV
Select Sector Spdr Fund Health

ETFs
-18.6K
- 20.64%
$136.28 - $154.74 $2.54M - $2.88M
71.6K $9.85M
DHR
Danaher Corp

Healthcare
-5.31K
- 9.18%
$226.16 - $274.52 $1.2M - $1.46M
52.5K $12.1M
DEA
Easterly Government Properties, Inc.

Real Estate
-235K
- 81.88%
$10.93 - $14.48 $2.57M - $3.41M
52K $591K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-92.9K
- 29.72%
$28.6 - $29.27 $2.66M - $2.72M
220K $6.3M
CVS
Cvs Health Corp

Healthcare
-32.7K
- 45.79%
$43.78 - $67.46 $1.43M - $2.21M
38.7K $1.74M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-30.3K
- 13.53%
$52.1 - $57.26 $1.58M - $1.73M
194K $10.1M
DIS
Walt Disney CO

Communication Services
-82.7K
- 19.3%
$92.39 - $117.6 $7.64M - $9.73M
346K $38.5M
LMT
Lockheed Martin Corp

Industrials
-705
- 3.33%
$479.66 - $614.62 $338K - $433K
20.5K $9.94M
VEU
Vanguard Ftse All World Ex Us

ETFs
-11.2K
- 3.86%
$57.29 - $63.1 $642K - $707K
279K $16M
AGNC
Agnc Investment Corp.

Real Estate
-201K
- 90.44%
$9.21 - $10.59 $1.85M - $2.13M
21.2K $195K
PFF
Ishares Trust Ishares Pfd And

ETFs
-51.6K
- 22.26%
$31.23 - $33.51 $1.61M - $1.73M
180K $5.66M
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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