Lido Advisors, LLC Sells in Q4 2024

Lido Advisors, LLC

  • $21.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FTV
Fortive Corp

Technology
-6.68K
- 34.33%
$71.16 - $79.68 $475K - $532K
12.8K $957K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-22K
- 7.75%
$22.72 - $23.0 $500K - $506K
262K $5.97M
EIX
Edison International

Utilities
-4.63K
- 20.91%
$77.93 - $88.36 $361K - $409K
17.5K $1.4M
MPC
Marathon Petroleum Corp

Energy
-364
- 1.83%
$131.65 - $174.84 $47.9K - $63.6K
19.6K $2.73M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.29K
- 9.07%
$417.69 - $450.94 $539K - $582K
12.9K $5.5M
O
Realty Income Corp

Real Estate
-1.76K
- 4.33%
$51.76 - $64.71 $91.1K - $114K
38.9K $2.08M
KHC
Kraft Heinz CO

Consumer Defensive
-11.2K
- 30.93%
$30.1 - $36.02 $336K - $402K
24.9K $764K
FTNT
Fortinet, Inc.

Technology
-10K
- 37.59%
$76.49 - $99.21 $767K - $995K
16.7K $1.57M
SPOT
Spotify Technology S.A.

Communication Services
-1.45K
- 72.66%
$362.95 - $502.38 $527K - $729K
546 $244K
ROP
Roper Technologies Inc

Industrials
-99
- 0.83%
$519.85 - $575.95 $51.5K - $57K
11.8K $6.16M
AZN
Astrazeneca PLC

Healthcare
-1.5K
- 5.31%
$63.2 - $79.58 $94.5K - $119K
26.7K $1.75M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-3.23K
- 23.23%
$106.56 - $113.11 $344K - $365K
10.7K $1.14M
IYH
Ishares Tr

ETFs
-2.99K
- 8.31%
$57.53 - $65.24 $172K - $195K
33K $1.92M
AA
Alcoa Corp

Basic Materials
-10.2K
- 32.19%
$36.62 - $47.42 $375K - $486K
21.6K $815K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-22.4K
- 18.53%
$12.1 - $13.52 $271K - $303K
98.6K $1.21M
PML
Pimco Municipal Income Fund Ii

Financial Services
-11.2K
- 4.56%
$8.02 - $9.52 $89.5K - $106K
233K $1.89M
ADM
Archer Daniels Midland CO

Consumer Defensive
-299
- 0.74%
$49.38 - $59.52 $14.8K - $17.8K
40.2K $2.03M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-15.8K
- 24.55%
$22.1 - $22.59 $349K - $357K
48.5K $1.08M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-7.79K
- 12.19%
$47.66 - $51.97 $371K - $405K
56.1K $2.74M
AXP
American Express CO

Financial Services
-7.14K
- 10.48%
$267.35 - $305.57 $1.91M - $2.18M
61K $18.1M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-5.73K
- 5.79%
$48.33 - $49.08 $277K - $281K
93.2K $4.51M
SIZE
Ishares Msci Usa Size Factor E

ETFs
-2.41K
- 12.21%
$146.95 - $158.89 $354K - $383K
17.3K $2.57M
MELI
Mercadolibre Inc

Consumer Cyclical
-19
- 2.02%
$1666.0 - $2117.3 $31.7K - $40.2K
920 $1.56M
K
Kellogg CO

Consumer Defensive
-4.45K
- 43.31%
$80.34 - $81.29 $358K - $362K
5.83K $471K
SNSR
Global X Fds Internet Of Thing

ETFs
-10.5K
- 11.37%
$34.03 - $36.88 $358K - $388K
82K $2.86M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-11.6K
- 15.19%
$25.3 - $26.31 $294K - $305K
64.8K $1.66M
PAVE
Global X Fds Us Infrastructure

ETFs
-7.56K
- 17.23%
$40.41 - $45.95 $306K - $347K
36.3K $1.47M
A
Agilent Technologies, Inc.

Healthcare
-294
- 1.4%
$125.69 - $146.56 $37K - $43.1K
20.7K $2.78M
TT
Trane Technologies PLC

Industrials
-454
- 5.3%
$369.35 - $419.14 $168K - $190K
8.11K $3M
SOXX
Ishares Semiconductor ETF

ETFs
-492
- 3.39%
$211.27 - $239.8 $104K - $118K
14K $3.02M
SKYW
Skywest Inc

Industrials
-4.17K
- 60.25%
$83.51 - $115.11 $348K - $480K
2.75K $275K
CARR
Carrier Global Corp

Industrials
-384
- 1.64%
$66.69 - $82.65 $25.6K - $31.7K
23.1K $1.58M
TDG
Trans Digm Group Inc

Industrials
-130
- 14.72%
$1239.0 - $1442.53 $161K - $188K
753 $954K
SRLN
Ssga Active Trust

ETFs
-7.07K
- 17.35%
$41.48 - $42.08 $293K - $298K
33.7K $1.41M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-5.16K
- 23.91%
$36.15 - $41.9 $186K - $216K
16.4K $596K
PPG
Ppg Industries Inc

Basic Materials
-1.03K
- 8.81%
$119.09 - $131.37 $122K - $135K
10.6K $1.27M
PNI
Pimco New York Municipal Income Fund Ii

Financial Services
-13.4K
- 5.62%
$7.13 - $7.87 $95.7K - $106K
226K $1.62M
BBDC
Barings Bdc, Inc.

Financial Services
-25.4K
- 25.24%
$9.27 - $10.33 $235K - $262K
75.2K $719K
ASGN
Asgn Inc

Technology
-2K
- 19.55%
$83.2 - $100.79 $166K - $202K
8.23K $685K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-99
- 0.23%
$58.88 - $64.8 $5.83K - $6.42K
43.5K $2.56M
MCHI
Ishares Msci China ETF

ETFs
-4.15K
- 26.78%
$46.1 - $59.67 $191K - $248K
11.4K $532K
SPXC
Spx Corp

Industrials
-1.38K
- 36.63%
$143.2 - $181.56 $197K - $250K
2.38K $346K
HAL
Halliburton CO

Energy
-6.59K
- 18.99%
$25.77 - $31.99 $170K - $211K
28.1K $764K
KEYS
Keysight Technologies, Inc.

Technology
-1.81K
- 6.65%
$149.01 - $172.53 $269K - $311K
25.3K $4.07M
DEO
Diageo PLC

Consumer Defensive
-1.48K
- 40.79%
$118.0 - $139.88 $175K - $208K
2.15K $273K
FDLO
Fidelity Covington Tr Low Vola

ETFs
-2.23K
- 1.68%
$60.24 - $63.08 $134K - $141K
130K $7.89M
GPC
Genuine Parts CO

Consumer Cyclical
-155
- 1.64%
$113.11 - $143.63 $17.5K - $22.3K
9.27K $1.08M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-7.11K
- 6.64%
$46.48 - $51.32 $331K - $365K
100K $4.82M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.7K
- 4.28%
N/A
60.5K $5.19M
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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