Lido Advisors, LLC Sells in Q4 2024

Lido Advisors, LLC

  • $21.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AINV
Apollo Investment Corp

Financial Services
-20.6K
- 25.05%
N/A
61.7K $685K
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
-9.69K
- 5.21%
$10.01 - $10.82 $97K - $105K
176K $1.78M
BHP
Bhp Group LTD

Basic Materials
-2.37K
- 28.11%
$48.78 - $62.43 $115K - $148K
6.05K $295K
HYG
Ishares Tr

ETFs
-2.49K
- 13.96%
$78.09 - $80.04 $194K - $199K
15.3K $1.2M
UL
Unilever PLC

Consumer Defensive
-1.55K
- 9.73%
$56.7 - $64.64 $87.7K - $99.9K
14.3K $813K
TDIV
First Trust Nasdaq Technology

ETFs
-1.91K
- 5.05%
$78.03 - $82.13 $149K - $157K
35.9K $2.82M
CNC
Centene Corp

Healthcare
-1.68K
- 21.6%
$56.71 - $73.94 $95.5K - $125K
6.11K $370K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-576
- 14.77%
$128.36 - $186.0 $73.9K - $107K
3.33K $427K
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
-9.39K
- 7.13%
$10.23 - $11.18 $96.1K - $105K
122K $1.26M
STWD
Starwood Property Trust, Inc.

Real Estate
-270
- 0.2%
$18.95 - $20.37 $5.12K - $5.5K
136K $2.58M
CAG
Conagra Brands Inc.

Consumer Defensive
-3.54K
- 17.72%
$26.48 - $32.72 $93.7K - $116K
16.4K $456K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-21.6K
- 46.45%
$9.71 - $15.34 $210K - $332K
24.9K $331K
PHM
Pultegroup Inc

Consumer Cyclical
-602
- 16.75%
$108.86 - $149.04 $65.5K - $89.7K
2.99K $325K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-511
- 12.38%
$260.96 - $307.26 $133K - $157K
3.62K $980K
PNF
Pimco New York Municipal Income Fund

Financial Services
-12.3K
- 11.57%
$7.4 - $8.37 $91.4K - $103K
94.3K $699K
CMA
Comerica Inc

Financial Services
-3.92K
- 12.77%
$57.88 - $72.73 $227K - $285K
26.8K $1.66M
WTRG
Essential Utilities, Inc.

Utilities
-2.96K
- 8.88%
$36.18 - $40.55 $107K - $120K
30.4K $1.1M
MBB
Ishares Tr

ETFs
-992
- 4.66%
$91.26 - $95.82 $90.5K - $95.1K
20.3K $1.86M
FNDF
Schwab Fundamental Intl Large

ETFs
-775
- 2.11%
$32.92 - $37.15 $25.5K - $28.8K
36K $1.19M
IYR
Ishares Tr

ETFs
-326
- 1.94%
$90.74 - $102.87 $29.6K - $33.5K
16.5K $1.54M
NUE
Nucor Corp

Basic Materials
-258
- 6.0%
$115.78 - $167.74 $29.9K - $43.3K
4.04K $471K
SAIC
Science Applications International Corp

Technology
-9
- 0.14%
$110.11 - $154.1 $991 - $1.39K
6.33K $707K
F
Ford Motor CO

Consumer Cyclical
-5.91K
- 3.57%
$9.69 - $11.4 $57.3K - $67.4K
159K $1.58M
URTH
Ishares Msci World ETF

ETFs
-1.01K
- 13.68%
$153.73 - $162.67 $155K - $164K
6.35K $988K
SUB
Ishares Short Term National Mu

ETFs
-1.51K
- 16.52%
$104.94 - $106.2 $158K - $160K
7.63K $804K
IYW
Ishares Dj Us Tech ETF

ETFs
-3.88K
- 6.74%
$148.14 - $166.23 $575K - $645K
53.7K $8.56M
EWY
Ishares Inc Msci South Korea E

ETFs
-1.55K
- 23.71%
$50.89 - $63.57 $78.9K - $98.5K
4.99K $253K
CSWC
Capital Southwest Corp

Financial Services
-5.21K
- 36.04%
$20.85 - $25.85 $109K - $135K
9.24K $201K
AOA
Ishares Tr Core Aggressive All

ETFs
-1.78K
- 17.57%
$76.61 - $79.88 $136K - $142K
8.34K $639K
EPP
Ishares Inc

ETFs
-647
- 2.5%
$43.59 - $49.13 $28.2K - $31.8K
25.2K $1.1M
IFGL
Ishares International Develope

ETFs
-528
- 1.28%
$18.78 - $22.81 $9.92K - $12K
40.6K $783K
AIG
American International Group, Inc.

Financial Services
-1.97K
- 9.59%
$70.0 - $79.22 $138K - $156K
18.6K $1.35M
LHX
L3 Harris Technologies, Inc.

Industrials
-122
- 2.78%
$208.94 - $264.22 $25.5K - $32.2K
4.26K $896K
HST
Host Hotels & Resorts, Inc.

Real Estate
-7.91K
- 9.8%
$17.24 - $19.07 $136K - $151K
72.8K $1.27M
NWSA
News Corp

Communication Services
-14.5K
- 5.04%
$25.68 - $29.86 $372K - $433K
273K $7.52M
SU
Suncor Energy Inc

Energy
-3.51K
- 33.76%
$34.5 - $41.53 $121K - $146K
6.88K $245K
HROW
Harrow Health, Inc.

Healthcare
-198
- 1.75%
$33.39 - $57.5 $6.61K - $11.4K
11.1K $373K
EWG
Ishares Msci Germany ETF

ETFs
-3.27K
- 22.05%
$31.27 - $33.44 $102K - $109K
11.6K $368K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
-5.43K
- 19.8%
$21.02 - $21.57 $114K - $117K
22K $465K
EBAY
Ebay Inc

Consumer Cyclical
-1.46K
- 11.99%
$57.51 - $67.17 $84K - $98.1K
10.7K $664K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-3K
- 26.05%
$27.09 - $32.06 $81.4K - $96.3K
8.53K $238K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-3.05K
- 17.16%
$26.63 - $30.23 $81.1K - $92.1K
14.7K $391K
OTIS
Otis Worldwide Corp

Industrials
-291
- 3.52%
$92.57 - $106.01 $26.9K - $30.8K
7.98K $739K
HOOD
Robinhood Markets, Inc.

Technology
-9.33K
- 56.5%
$22.33 - $43.2 $208K - $403K
7.19K $267K
BCO
Brinks CO

Industrials
-266
- 6.68%
$89.25 - $114.23 $23.7K - $30.4K
3.71K $344K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-366
- 0.89%
$176.42 - $186.91 $64.6K - $68.4K
40.8K $7.27M
IAU
Ishares Gold Trust

ETFs
-1.87K
- 1.65%
$48.37 - $52.65 $90.3K - $98.2K
111K $5.51M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-3.73K
- 33.58%
$28.88 - $29.33 $108K - $109K
7.37K $213K
RC
Ready Capital Corp

Real Estate
-2.85K
- 2.56%
$6.71 - $7.57 $19.1K - $21.5K
108K $737K
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
Track This Portfolio

Track Lido Advisors, LLC Portfolio

Follow Lido Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lido Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lido Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email