Lido Advisors, LLC Sells in Q4 2024

Lido Advisors, LLC

  • $21.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NIO
Nio Inc.

Consumer Cyclical
-6.19K
- 17.38%
$4.31 - $7.21 $26.7K - $44.6K
29.4K $128K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-602
- 29.82%
$198.04 - $221.51 $119K - $133K
1.42K $298K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-972
- 1.1%
$17.21 - $18.41 $16.7K - $17.9K
87.8K $1.51M
IGV
Ishares Expanded Tech Software

ETFs
-12.9K
- 11.69%
$87.5 - $110.17 $1.13M - $1.42M
97.2K $9.73M
FVD
First Tr Value Line Divid Inde

ETFs
-1.04K
- 3.2%
$43.4 - $46.7 $45.1K - $48.5K
31.5K $1.37M
WCN
Waste Connections, Inc.

Industrials
-458
- 13.68%
$171.06 - $193.25 $78.3K - $88.5K
2.89K $496K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-338
- 0.92%
$27.88 - $30.51 $9.42K - $10.3K
36.4K $1.02M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-1.14K
- 7.98%
$33.93 - $38.37 $38.7K - $43.7K
13.2K $451K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-2.18K
- 19.03%
$40.97 - $42.66 $89.3K - $93K
9.28K $384K
MTD
Mettler Toledo International Inc

Healthcare
-5
- 1.55%
$1160.67 - $1498.12 $5.8K - $7.49K
317 $387K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-805
- 3.95%
$77.86 - $79.27 $62.7K - $63.8K
19.6K $1.53M
FANG
Diamondback Energy, Inc.

Energy
-125
- 1.57%
$153.06 - $199.5 $19.1K - $24.9K
7.82K $1.28M
IQI
Invesco Quality Municipal Income Trust

Financial Services
-2.72K
- 2.6%
$9.59 - $10.5 $26K - $28.5K
102K $1M
PFG
Principal Financial Group Inc

Financial Services
-433
- 7.73%
$74.91 - $91.26 $32.4K - $39.5K
5.17K $399K
FDRR
Fidelity Covington Tr Divid Et

ETFs
-1.48K
- 5.26%
$50.93 - $53.77 $75.6K - $79.8K
26.7K $1.37M
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
-87
- 1.33%
$83.82 - $95.89 $7.29K - $8.34K
6.46K $545K
FDN
First Tr Fd Dow Jones

ETFs
-807
- 21.32%
$210.5 - $257.24 $170K - $208K
2.98K $724K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-44.3K
- 26.61%
$7.33 - $12.37 $324K - $548K
122K $1.3M
HRTX
Heron Therapeutics, Inc.

Healthcare
-35.3K
- 77.93%
$1.06 - $2.12 $37.4K - $74.9K
10K $15K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-426
- 3.44%
$91.94 - $100.02 $39.2K - $42.6K
12K $1.11M
AER
Aer Cap Holdings N.V.

Industrials
-811
- 17.2%
$91.85 - $100.3 $74.5K - $81.3K
3.9K $373K
AVY
Avery Dennison Corp

Industrials
-141
- 10.25%
$186.26 - $220.48 $26.3K - $31.1K
1.23K $230K
HES
Hess Corp

Energy
-139
- 0.72%
$127.66 - $148.65 $17.7K - $20.7K
19.1K $2.54M
BEEM
Beam Global

Technology
-3.83K
- 11.55%
$2.7 - $5.14 $10.3K - $19.7K
29.3K $93K
SNY
Sanofi

Healthcare
-26
- 0.37%
$45.89 - $57.31 $1.19K - $1.49K
7.04K $339K
HSIC
Henry Schein Inc

Healthcare
-272
- 2.23%
$66.54 - $77.66 $18.1K - $21.1K
11.9K $823K
FDVV
Fidelity High Dividend ETF

ETFs
-893
- 3.41%
$49.66 - $52.63 $44.3K - $47K
25.3K $1.26M
BALL
Ball Corp

Consumer Cyclical
-153
- 3.64%
$54.84 - $67.94 $8.39K - $10.4K
4.05K $222K
UPRO
Proshares Trust Proshares Ultr

ETFs
-1.22K
- 6.74%
$82.66 - $99.48 $101K - $121K
16.9K $1.5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-169
- 4.01%
$87.1 - $98.49 $14.7K - $16.6K
4.05K $353K
FDX
Fedex Corp

Industrials
-562
- 4.39%
$260.5 - $305.15 $146K - $171K
12.2K $3.44M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-706
- 4.79%
$46.52 - $48.32 $32.8K - $34.1K
14K $653K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-494
- 3.5%
$77.02 - $78.58 $38K - $38.8K
13.6K $1.05M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-487
- 2.06%
$100.22 - $100.73 $48.8K - $49.1K
23.1K $2.32M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-551
- 17.08%
$100.24 - $101.35 $55.2K - $55.8K
2.68K $269K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-486
- 9.53%
$65.79 - $72.14 $32K - $35.1K
4.62K $303K
SPXS
Direxion Shs ETF Tr Daily S&P

ETFs
-5.89K
- 11.51%
$5.71 - $6.89 $33.7K - $40.6K
45.3K $284K
AVUV
American Centy ETF Tr Avantis

ETFs
-611
- 11.53%
$94.37 - $106.41 $57.7K - $65K
4.69K $452K
MLM
Martin Marietta Materials Inc

Basic Materials
-63
- 6.31%
$516.5 - $619.58 $32.5K - $39K
935 $482K
STE
Steris PLC

Healthcare
-20
- 1.48%
$204.34 - $235.7 $4.09K - $4.71K
1.34K $274K
OXLC
Oxford Lane Capital Corp.

Financial Services
-8.23K
- 13.14%
$5.05 - $5.45 $41.6K - $44.9K
54.4K $275K
CORP
Pimco Investment Grade Corp Bd

ETFs
-425
- 16.85%
$95.1 - $99.41 $40.4K - $42.2K
2.1K $199K
SYY
Sysco Corp

Consumer Defensive
-224
- 1.09%
$73.63 - $81.77 $16.5K - $18.3K
20.3K $1.55M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-1.06K
- 1.73%
$18.04 - $18.54 $19.1K - $19.7K
60.2K $1.09M
VOE
Vanguard Mid Cap Value Index F

ETFs
-20
- 0.29%
$160.89 - $176.18 $3.22K - $3.52K
6.93K $1.12M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-167
- 1.01%
$46.07 - $48.17 $7.69K - $8.04K
16.4K $755K
HTGC
Hercules Capital, Inc.

Financial Services
-3.58K
- 5.67%
$18.53 - $20.22 $66.4K - $72.4K
59.6K $1.2M
CGNX
Cognex Corp

Technology
-2
- 0.02%
$35.61 - $43.05 $71.2 - $86.1
9.33K $334K
USFD
Us Foods Holding Corp.

Consumer Defensive
-1.07K
- 21.78%
$60.65 - $72.33 $64.9K - $77.4K
3.84K $259K
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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