Lido Advisors, LLC Sells in Q4 2024

Lido Advisors, LLC

  • $21.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
-13.5K
- 4.67%
$39.6 - $45.21 $534K - $609K
275K $11M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-20.1K
- 7.86%
$69.58 - $74.87 $1.4M - $1.5M
235K $16.5M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-26.4K
- 10.73%
$65.67 - $69.79 $1.74M - $1.84M
220K $14.7M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-826
- 27.16%
$4100.99 - $5300.34 $3.39M - $4.38M
2.22K $11M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-45.8K
- 57.63%
$34.46 - $38.29 $1.58M - $1.76M
33.7K $1.17M
VT
Vanguard Total World Stk Index

ETFs
-10.7K
- 5.64%
$117.09 - $123.07 $1.26M - $1.32M
179K $21.1M
DHI
Horton D R Inc

Consumer Cyclical
-764
- 2.6%
$137.24 - $194.56 $105K - $149K
28.6K $4M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-37.4K
- 53.11%
$44.28 - $51.47 $1.65M - $1.92M
33K $1.56M
PR
Permian Resources Corporation

Energy
-147K
- 16.24%
$13.41 - $16.21 $1.97M - $2.39M
759K $10.9M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-7.19K
- 17.37%
$131.66 - $144.0 $946K - $1.03M
34.2K $4.51M
ACWI
Ishares Msci Acwi ETF

ETFs
-8.42K
- 4.82%
$117.05 - $123.03 $985K - $1.04M
166K $19.5M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-13.9K
- 9.04%
$111.85 - $120.71 $1.56M - $1.68M
140K $16.1M
PFE
Pfizer Inc

Healthcare
-15.6K
- 4.43%
$24.8 - $30.19 $386K - $470K
335K $8.9M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-10.6K
- 8.48%
$88.59 - $94.57 $938K - $1M
114K $10.2M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-2.72K
- 1.38%
$33.77 - $44.09 $91.7K - $120K
194K $6.56M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-4.05K
- 6.91%
$238.25 - $261.28 $965K - $1.06M
54.6K $13.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-4.25K
- 3.99%
$174.22 - $187.62 $740K - $797K
102K $17.9M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-21.3K
- 15.64%
$50.37 - $50.6 $1.07M - $1.08M
115K $5.8M
CNI
Canadian National Railway CO

Industrials
-4.61K
- 12.31%
$100.62 - $117.12 $464K - $540K
32.8K $3.33M
IBB
Ishares Biotechnology ETF

ETFs
-3.79K
- 10.51%
$131.21 - $148.85 $497K - $564K
32.2K $4.26M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-5.1K
- 18.35%
$72.97 - $96.75 $372K - $493K
22.7K $1.68M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-5.57K
- 5.72%
$53.86 - $60.27 $300K - $335K
91.7K $4.95M
INTC
Intel Corp

Technology
-10K
- 4.44%
$19.07 - $26.23 $191K - $263K
216K $4.33M
ED
Consolidated Edison Inc

Utilities
-2.45K
- 5.12%
$88.87 - $107.38 $218K - $263K
45.4K $4.05M
URI
United Rentals, Inc.

Industrials
-323
- 4.9%
$704.44 - $880.32 $228K - $284K
6.27K $4.41M
QPFF
American Centy ETF Tr Quality
-21.7K
- 35.09%
$35.78 - $38.29 $775K - $829K
40.1K $1.44M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.49K
- 2.5%
$71.75 - $75.11 $322K - $337K
175K $12.6M
NOC
Northrop Grumman Corp

Industrials
-58
- 0.4%
$466.52 - $543.88 $27.1K - $31.5K
14.6K $6.83M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-6.83K
- 2.98%
$32.75 - $35.81 $224K - $245K
222K $7.34M
FCX
Freeport Mcmoran Inc

Basic Materials
-5.66K
- 10.86%
$38.08 - $50.82 $216K - $288K
46.5K $1.77M
ELV
Elevance Health, Inc.

Healthcare
-320
- 6.85%
$365.96 - $514.62 $117K - $165K
4.35K $1.61M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-13.3K
- 30.96%
$77.25 - $91.3 $1.03M - $1.22M
29.7K $2.53M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-8.86K
- 2.41%
$49.79 - $51.14 $441K - $453K
358K $18M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-12.1K
- 4.18%
$49.58 - $50.28 $599K - $608K
277K $13.8M
HUM
Humana Inc

Healthcare
-1.05K
- 12.33%
$233.89 - $304.18 $245K - $318K
7.44K $1.89M
AOK
Ishares Tr Core Conservative A

ETFs
-13.7K
- 6.7%
$37.3 - $38.64 $512K - $531K
191K $7.13M
RIO
Rio Tinto PLC

Basic Materials
-2.1K
- 4.2%
$58.59 - $71.15 $123K - $149K
47.9K $2.82M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-43.4K
- 38.32%
$15.9 - $17.05 $690K - $740K
69.9K $1.16M
NET
Cloudflare, Inc.

Technology
-9.88K
- 75.83%
$78.11 - $117.56 $772K - $1.16M
3.15K $339K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-4.34K
- 9.79%
$201.32 - $217.44 $874K - $944K
40K $8.28M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-26.5K
- 6.88%
$23.25 - $23.37 $615K - $618K
358K $8.35M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-14.2K
- 32.03%
$41.74 - $46.2 $594K - $657K
30.2K $1.27M
SYNA
Synaptics Inc

Technology
-7.96K
- 59.07%
$68.67 - $82.79 $547K - $659K
5.52K $421K
VLUE
Ishares Msci Usa Value Factor

ETFs
-4.53K
- 11.19%
$104.01 - $115.38 $471K - $523K
36K $3.8M
T
At&T Inc.

Communication Services
-48.2K
- 7.6%
$21.22 - $23.88 $1.02M - $1.15M
586K $13.3M
BMY
Bristol Myers Squibb CO

Healthcare
-22.1K
- 16.47%
$51.92 - $59.94 $1.15M - $1.32M
112K $6.33M
EMN
Eastman Chemical CO

Basic Materials
-1.77K
- 8.58%
$90.03 - $110.64 $159K - $196K
18.9K $1.72M
BDX
Becton Dickinson & CO

Healthcare
-975
- 3.81%
$220.02 - $243.75 $215K - $238K
24.6K $5.58M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-7.6K
- 68.35%
$76.21 - $82.24 $579K - $625K
3.52K $273K
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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