Lido Advisors, LLC
Follow13F filer, CIK 1650150, Los Angeles, CA
Lido Advisors, LLC reported $21,971,821,790 across 1,498 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-14. Its ten largest share positions make up 42.09% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-001102
- Period
- 2024-12-31
- Reported value
- $22B
- Holdings
- 1,498
- Top 10 weight
- 42.09%
- New
- 178
- Sold out
- 141
Part of the filer group Lido Advisors, LLC
How groups are builtLargest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SPYadded | +589,207 | $346M |
| BSCQadded | +10,625,395 | $206M |
| ITOTadded | +1,583,569 | $204M |
| IVVadded | +238,504 | $140M |
| IWYadded | +499,489 | $118M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| INVESCOexited | -29,579,723 | -$624M |
| TRVreduced | -918,013 | -$221M |
| RTXreduced | -611,041 | -$70.7M |
| QQQreduced | -110,148 | -$56.3M |
| EWreduced | -462,216 | -$34.2M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 1,318 share positions
Options
Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).
| Security | Type | Amount | Value | Change |
|---|---|---|---|---|
| SPYSTATE STR SPDR S&P 500 ETF T SHS | call | 4,876,500 | $2.86B | -1,186,100 |
| SPYSTATE STR SPDR S&P 500 ETF T SHS | put | 4,252,200 | $2.49B | -313,700 |
| AAPLAPPLE INC COM | put | 503,700 | $126M | -43,000 |
| MSFTMICROSOFT CORP COM | put | 192,700 | $81.2M | -5,800 |
| QQQINVESCO QQQ TR COM | put | 113,100 | $57.8M | -6,500 |
| NVDANVIDIA CORPORATION COM | put | 420,800 | $56.5M | -5,700 |
| METAMETA PLATFORMS INC COM | put | 64,600 | $37.8M | +4,800 |
| TSLATESLA INC COM | put | 52,300 | $21.1M | -33,400 |
| AMZNAMAZON COM INC COM | put | 93,300 | $20.5M | +13,500 |
| AVGOBROADCOM INC COM | put | 80,000 | $18.5M | +35,400 |
| IWMISHARES TR SHS | put | 62,000 | $13.7M | -33,200 |
| IWMISHARES TR SHS | call | 57,600 | $12.7M | +54,000 |
| GOOGLALPHABET INC COM | put | 50,600 | $9.58M | -2,800 |
| QQQINVESCO QQQ TR COM | call | 14,800 | $7.57M | -9,000 |
| EEMISHARES TR MSCI EMG MKT ETF | put | 167,700 | $7.01M | +10,300 |
| UNHUNITEDHEALTH GROUP INC COM | put | 12,900 | $6.53M | -7,500 |
| XOMEXXON MOBIL CORP COM | put | 56,100 | $6.03M | -13,600 |
| GOOGALPHABET INC COM | put | 30,900 | $5.88M | +4,100 |
| EMREMERSON ELEC CO Stock | put | 45,100 | $5.59M | +24,100 |
| FEZSPDR INDEX SHS FDS EURO STOXX 50 | put | 92,500 | $4.45M | 0 |
| TSCOTRACTOR SUPPLY CO Stock | put | 81,500 | $4.32M | new |
| AVGOBROADCOM INC COM | call | 18,300 | $4.24M | +12,500 |
| INTUINTUIT COM | put | 6,700 | $4.21M | -1,500 |
| BABAALIBABA GROUP HLDG LTD SPONSORED ADS | put | 49,200 | $4.17M | +9,800 |
| ORCLORACLE CORP COM | put | 25,000 | $4.17M | -1,100 |
| LLYELI LILLY & CO COM | put | 4,800 | $3.71M | +2,300 |
| BRK-BBERKSHIRE HATHAWAY INC DEL COM | put | 7,900 | $3.58M | -1,300 |
| BABAALIBABA GROUP HLDG LTD SPONSORED ADS | call | 39,400 | $3.34M | new |
| UPSUNITED PARCEL SVCS INC COM | put | 24,500 | $3.09M | +7,700 |
| COSTCOSTCO WHOLESALE CORPORATION COM | put | 3,200 | $2.93M | -800 |
| SHWSHERWIN WILLIAMS CO COM | put | 7,800 | $2.65M | +2,500 |
| NOWSERVICENOW INC COM | put | 2,400 | $2.54M | -4,900 |
| USOUNITED STS OIL FD LP COM | call | 33,400 | $2.52M | new |
| PGPROCTER & GAMBLE CO COM | put | 14,600 | $2.45M | +4,100 |
| EFAISHARES TR MSCI EAFE ETF | put | 31,300 | $2.37M | -7,600 |
| QCOMQUALCOMM INC COM | put | 14,200 | $2.18M | +7,100 |
| NVDANVIDIA CORPORATION COM | call | 16,200 | $2.18M | -700 |
| IBMINTERNATIONAL BUSINESS MACHS COM | put | 9,700 | $2.13M | +2,900 |
| MCKMCKESSON CORP Stock | put | 3,500 | $1.99M | -400 |
| BKNGBOOKING HOLDINGS INC COM | put | 400 | $1.99M | new |
| GLDSPDR GOLD TR GOLD SHS | put | 8,200 | $1.99M | +900 |
| MRSHMARSH & MCLENNAN COS INC COM | put | 9,100 | $1.93M | +5,000 |
| PMPHILIP MORRIS INTL INC COM | put | 15,600 | $1.88M | -4,000 |
| NFLXNETFLIX INC. COM | put | 2,000 | $1.78M | -600 |
| ABNBAIRBNB INC COM | put | 13,000 | $1.71M | +7,000 |
| ACNACCENTURE PLC IRELAND COM | put | 4,600 | $1.62M | +400 |
| JNJJOHNSON & JOHNSON COM | put | 10,800 | $1.56M | -9,200 |
| CATCATERPILLAR INC COM | put | 4,000 | $1.45M | 0 |
| HDHOME DEPOT INC COM | put | 3,600 | $1.4M | -1,400 |
| ADPAUTOMATIC DATA PROCESSING IN COM | put | 4,300 | $1.26M | +100 |
| AMGNAMGEN INC COM | put | 4,700 | $1.23M | new |
| NEENEXTERA ENERGY INC COM | put | 17,000 | $1.22M | 0 |
| XLFSELECT SECTOR SPDR TR SHS | call | 23,800 | $1.15M | +4,400 |
| KLACKLA CORP COM | put | 1,700 | $1.07M | new |
| MCDMCDONALDS CORP COM | put | 3,600 | $1.04M | 0 |
| XLESELECT SECTOR SPDR TR SHS | call | 11,800 | $1.01M | +10,300 |
| DHRDANAHER CORP DEL COM | put | 4,400 | $1.01M | 0 |
| WMTWALMART INC COM | put | 11,000 | $994K | -31,200 |
| TSLATESLA INC COM | call | 2,400 | $969K | -100 |
| SBUXSTARBUCKS CORP COM | put | 10,000 | $912K | 0 |
| PHPARKER-HANNIFIN CORP Stock | put | 1,400 | $890K | +100 |
| ABBVABBVIE INC COM | put | 5,000 | $888K | -2,100 |
| MRSHMARSH & MCLENNAN COS INC COM | call | 4,100 | $871K | new |
| INTCINTEL CORP COM | call | 43,200 | $866K | +29,600 |
| VSTVISTRA CORP Stock | put | 6,200 | $855K | +3,100 |
| CRMSALESFORCE INC COM | put | 2,500 | $836K | -1,700 |
| TXNTEXAS INSTRS INC COM | put | 4,300 | $806K | -1,800 |
| ABTABBOTT LABORATORIES COM | put | 7,000 | $792K | +500 |
| JPMJPMORGAN CHASE & CO COM | put | 3,200 | $767K | -1,000 |
| TMUST-MOBILE US INC COM | put | 3,400 | $750K | -2,200 |
| DEDEERE & CO COM | put | 1,600 | $678K | 0 |
| LRCXLAM RESEARCH CORP COM | put | 9,300 | $672K | new |
| ZZILLOW GROUP INC Stock | put | 3,600 | $649K | new |
| AMDADVANCED MICRO DEVICES INC COM | put | 5,300 | $640K | +200 |
| EATBRINKER INTL INC Stock | put | 4,800 | $635K | -4,800 |
| SMHVANECK ETF TRUST COM | put | 2,600 | $630K | -1,400 |
| ADBEADOBE INC COM | put | 1,400 | $623K | 0 |
| GMGENERAL MTRS CO Stock | put | 11,600 | $618K | 0 |
| AONAON PLC Stock | put | 1,600 | $575K | 0 |
| AFLAFLAC INC Stock | put | 5,300 | $548K | 0 |
| METAMETA PLATFORMS INC COM | call | 900 | $527K | +500 |
| VRTXVERTEX PHARMACEUTICALS INC COM | put | 1,300 | $524K | 0 |
| MRKMERCK & CO INC COM | put | 3,300 | $500K | -400 |
| HONHONEYWELL INTL INC COM | put | 2,200 | $497K | 0 |
| METMETLIFE INC Stock | put | 6,000 | $491K | 0 |
| CLCOLGATE PALMOLIVE CO Stock | put | 5,400 | $491K | new |
| AAPLAPPLE INC COM | call | 1,900 | $476K | -3,100 |
| ONON SEMICONDUCTOR CORP Stock | put | 7,400 | $467K | new |
| TQQQPROSHARES TR ULTRAPRO QQQ | put | 5,700 | $451K | new |
| MARMARRIOTT INTL INC NEW Stock | put | 1,600 | $446K | new |
| IOTSAMSARA INC Stock | put | 10,000 | $437K | new |
| TMOTHERMO FISHER SCIENTIFIC INC COM | put | 800 | $416K | -200 |
| ELVELEVANCE HEALTH INC FORMERLY COM | put | 1,100 | $406K | 0 |
| WMWASTE MGMT INC DEL COM | put | 2,000 | $404K | 0 |
| JJACOBS SOLUTIONS INC Stock | put | 3,000 | $401K | 0 |
| FISVFISERV INC COM | put | 1,700 | $349K | 0 |
| VVISA INC COM | put | 1,100 | $348K | -1,100 |
| MSFTMICROSOFT CORP COM | call | 800 | $337K | +100 |
| MUMICRON TECHNOLOGY INC COM | put | 4,000 | $337K | 0 |
| BABOEING CO COM | put | 1,900 | $336K | -1,800 |
| UCOPROSHARES TR II CMN | call | 7,600 | $333K | new |
| GOOGALPHABET INC COM | call | 1,700 | $324K | -200 |
| XOMEXXON MOBIL CORP COM | call | 3,000 | $323K | new |
| DXCMDEXCOM INC Stock | put | 4,000 | $311K | 0 |
| DXCMDEXCOM INC Stock | call | 4,000 | $311K | 0 |
| EBAYEBAY INC. Stock | put | 5,000 | $310K | -2,000 |
| CBCHUBB LIMITED COM | put | 1,100 | $304K | 0 |
| MRVLMARVELL TECHNOLOGY INC COM | put | 2,700 | $298K | new |
| MMM3M CO Stock | put | 2,200 | $284K | 0 |
| BMYBRISTOL-MYERS SQUIBB CO COM | put | 5,000 | $283K | -2,200 |
| TRMBTRIMBLE INC Stock | put | 4,000 | $283K | new |
| AMATAPPLIED MATLS INC COM | put | 1,700 | $276K | +700 |
| NFLXNETFLIX INC. COM | call | 300 | $267K | 0 |
| BRBROADRIDGE FINL SOLUTIONS IN Stock | put | 1,100 | $249K | 0 |
| EOGEOG RES INC Stock | put | 2,000 | $245K | 0 |
| MDLZMONDELEZ INTL INC COM | put | 4,000 | $239K | -2,800 |
| QCOMQUALCOMM INC COM | call | 1,500 | $230K | 0 |
| KRESPDR SERIES TRUST ST STR SP REGBNK | call | 3,800 | $229K | -20,400 |
| GPNGLOBAL PMTS INC COM | put | 2,000 | $224K | 0 |
| AZNASTRAZENECA PLC-SPONS ADR ADR | put | 3,400 | $223K | new |
| DIASTATE STR SPDR DOW JONES IND UT SER 1 | call | 500 | $213K | new |
| MAMASTERCARD INCORPORATED COM | call | 400 | $211K | new |
| ISRGINTUITIVE SURGICAL INC COM | put | 400 | $209K | -3,300 |
| SBUXSTARBUCKS CORP COM | call | 2,200 | $201K | 0 |
| EXPDEXPEDITORS INTL WASH INC Stock | put | 1,800 | $199K | new |
| ATIATI INC Stock | put | 3,400 | $187K | 0 |
| FASTFASTENAL CO Stock | put | 2,500 | $180K | 0 |
| AAGILENT TECHNOLOGIES INC Stock | put | 1,300 | $175K | -100 |
| RTXRTX CORPORATION COM | put | 1,500 | $174K | -2,000 |
| CRWDCROWDSTRIKE HLDGS INC COM | put | 500 | $171K | new |
| GEGE AEROSPACE COM | put | 1,000 | $167K | 0 |
| TTDTHE TRADE DESK INC STOK | put | 1,400 | $165K | 0 |
| HUMHUMANA INC Stock | put | 600 | $152K | 0 |
| AXPAMERICAN EXPRESS CO COM | put | 500 | $148K | -500 |
| INTCINTEL CORP COM | put | 7,400 | $148K | -200 |
| LMTLOCKHEED MARTIN CORP COM | call | 300 | $146K | 0 |
| JPMJPMORGAN CHASE & CO COM | call | 600 | $144K | new |
| GLWCORNING INC COM | put | 3,000 | $143K | -6,000 |
| UPROPROSHARES TR ULTRPRO S&P500 | put | 1,600 | $142K | new |
| DHRDANAHER CORP DEL COM | call | 600 | $138K | new |
| PVHPVH CORPORATION Stock | put | 1,300 | $137K | +500 |
| CHTRCHARTER COMMUNICATIONS INC COM | put | 400 | $137K | -400 |
| RIOTRIOT PLATFORMS INC COM | call | 13,000 | $133K | new |
| LNGCHENIERE ENERGY INC Stock | put | 600 | $129K | -1,500 |
| XLESELECT SECTOR SPDR TR SHS | put | 1,500 | $128K | 0 |
| SHOPSHOPIFY INC CL A SUB VTG SHS | put | 1,200 | $128K | 0 |
| LOWLOWES COS INC COM | put | 500 | $123K | -700 |
| VLOVALERO ENERGY CORP Stock | put | 1,000 | $123K | 0 |
| AXONAXON ENTERPRISE INC STOK | call | 200 | $119K | new |
| RTXRTX CORPORATION COM | call | 1,000 | $116K | -300 |
| SLBSLB LIMITED COM | put | 3,000 | $115K | -28,500 |
| AJGGALLAGHER ARTHUR J & CO Stock | put | 400 | $114K | new |
| CARRCARRIER GLOBAL CORPORATION Stock | put | 1,500 | $102K | 0 |
| GEVGE VERNOVA INC COM | put | 300 | $98.7K | new |
| LMTLOCKHEED MARTIN CORP COM | put | 200 | $97.2K | 0 |
| GOOGLALPHABET INC COM | call | 500 | $94.7K | 0 |
| NOCNORTHROP GRUMMAN CORP Stock | put | 200 | $93.9K | -900 |
| NKENIKE INC COM | call | 1,200 | $90.8K | +100 |
| CVSCVS HEALTH CORP COM | put | 2,000 | $89.8K | -3,000 |
| ANETARISTA NETWORKS INC COM | put | 800 | $88.4K | new |
| KOCOCA COLA CO COM | put | 1,300 | $80.9K | 0 |
| TSMTAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | put | 400 | $79K | -300 |
| CRMSALESFORCE INC COM | call | 200 | $66.9K | 0 |
| FANGDIAMONDBACK ENERGY INC Stock | put | 400 | $65.5K | -3,000 |
| OTISOTIS WORLDWIDE CORP Stock | put | 700 | $64.8K | 0 |
| ALGNALIGN TECHNOLOGY INC Stock | put | 300 | $62.6K | 0 |
| NKENIKE INC COM | put | 800 | $60.5K | 0 |
| ACNACCENTURE PLC IRELAND COM | call | 100 | $35.2K | new |
| CRWDCROWDSTRIKE HLDGS INC COM | call | 100 | $34.2K | 0 |
| PVHPVH CORPORATION Stock | call | 300 | $31.7K | 0 |
| CVXCHEVRON CORPORATION COM | put | 200 | $29K | -4,200 |
| CITHE CIGNA GROUP COM | put | 100 | $27.6K | -6,100 |
| NVONOVO-NORDISK A S ADR | call | 100 | $8.6K | new |
| SCHWCHARLES SCHWAB CORP (THE) COM | call | 100 | $7.4K | 0 |
| GMGENERAL MTRS CO Stock | call | 100 | $5.33K | new |
| TLTISHARES TR 20 YR TR BD ETF | call | 2,000 | $530 | 0 |
| RSGREPUBLIC SVCS INC Stock | put | 400 | $158 | new |
Principal amounts
Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).
| Security | Type | Amount | Value | Change |
|---|---|---|---|---|
| IBDRISHARES TR SHS | principal | 1,931,794 | $46.5M | +524,269 |
| ISHARES TRISHARES TR IBONDS DEC25 ETF | principal | 1,843,856 | $46.2M | +346,340 |
| IBDSISHARES TR ETF | principal | 1,926,007 | $46.1M | +540,982 |
Sold out in Q4 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
The largest 100 of 141. All 141
| Security | Shares before | Value before | Type |
|---|---|---|---|
| INVESCOINVESCO | 29,579,723 | $624M | shares |
| LADLITHIA MTRS INC | 99,226 | $31.5M | shares |
| ISHARESISHARES | 901,788 | $22.7M | principal |
| LAM RESEARCH CORPLAM RESEARCH CORP | 26,663 | $21.8M | shares |
| PLTRPALANTIR TECHNOLOGIES INC | 393,700 | $14.6M | put |
| IBPINSTALLED BLDG PRODS INC | 54,359 | $13.4M | shares |
| ARISTA NETWORKS INCARISTA NETWORKS INC | 32,621 | $12.5M | shares |
| BLACKROCK INCBLACKROCK INC | 12,507 | $11.9M | shares |
| MOALTRIA GROUP INC | 183,700 | $9.38M | put |
| INVESCOINVESCO | 341,090 | $8.47M | shares |
| ISHARES TRISHARES TR | 326,628 | $7.84M | shares |
| SUPER MICRO COMPUTER INCSUPER MICRO COMPUTER INC | 18,228 | $7.59M | shares |
| PRPERMIAN RESOURCES CORP | 447,500 | $6.09M | put |
| NLYANNALY CAPITAL MANAGEMENT IN | 161,286 | $3.24M | shares |
| CGMSCAPITAL GRP FIXED INCM ETF T | 86,515 | $2.41M | shares |
| JPIEJ P MORGAN EXCHANGE TRADED F | 42,590 | $1.98M | shares |
| ISHARES TRISHARES TR | 72,556 | $1.89M | shares |
| HLTHILTON WORLDWIDE HLDGS INC | 8,200 | $1.89M | put |
| RSPINVESCO EXCHANGE TRADED FD T | 9,800 | $1.76M | call |
| LUMINAR TECHNOLOGIES INCLUMINAR TECHNOLOGIES INC | 1,945,486 | $1.75M | shares |
| IEVISHARES TR | 29,149 | $1.7M | shares |
| ICLNISHARES TR | 108,655 | $1.6M | shares |
| GLOBAL X FDSGLOBAL X FDS | 133,876 | $1.51M | shares |
| STZCONSTELLATION BRANDS INC | 4,800 | $1.24M | put |
| XLKSELECT SECTOR SPDR TR | 5,000 | $1.13M | put |
| MLPXGLOBAL X FDS | 19,007 | $1.03M | shares |
| MARATHON OIL CORPMARATHON OIL CORP | 38,156 | $1.02M | shares |
| PPGPPG INDS INC | 7,000 | $927K | put |
| ETNEATON CORP PLC | 2,700 | $895K | put |
| NETCLOUDFLARE INC | 11,000 | $890K | put |
| EWEDWARDS LIFESCIENCES CORP | 2,800 | $703K | put |
| CECELANESE CORP DEL | 5,009 | $681K | shares |
| MPCMARATHON PETE CORP | 3,900 | $635K | put |
| ZSZSCALER INC | 3,600 | $615K | put |
| VNQIVANGUARD INTL EQUITY INDEX F | 12,407 | $582K | shares |
| PEPPEPSICO INC | 3,300 | $561K | put |
| TTEKTETRA TECH INC NEW | 11,795 | $556K | shares |
| SPBSPECTRUM BRANDS HOLDINGS INC | 5,800 | $552K | put |
| APAAPA CORPORATION | 21,684 | $530K | shares |
| OSKOSHKOSH CORP | 5,231 | $524K | shares |
| EHCENCOMPASS HEALTH CORP | 5,337 | $516K | shares |
| WWAYFAIR INC | 9,070 | $510K | shares |
| USHYISHARES TR | 13,106 | $493K | shares |
| ISHARES TRISHARES TR | 20,112 | $468K | shares |
| WYNNWYNN RESORTS LTD | 4,758 | $456K | shares |
| KVYOKLAVIYO INC | 12,509 | $443K | shares |
| BURLBURLINGTON STORES INC | 1,663 | $438K | shares |
| STXSEAGATE TECHNOLOGY HLDNGS PL | 4,000 | $438K | put |
| ESEVERSOURCE ENERGY | 6,051 | $412K | shares |
| PFLTPENNANTPARK FLOATING RATE CA | 35,283 | $408K | shares |
| NVSNOVARTIS AG | 3,500 | $403K | put |
| FICOFAIR ISAAC CORP | 200 | $389K | put |
| DASHDOORDASH INC | 2,700 | $385K | put |
| TRUTRANSUNION | 3,659 | $383K | shares |
| LYFTLYFT INC | 29,924 | $382K | shares |
| ROKUROKU INC | 5,000 | $373K | put |
| VOOVANGUARD INDEX FDS | 700 | $369K | put |
| SOSOUTHERN CO | 4,000 | $361K | put |
| Grayscale Bitcoin Minitrust…Grayscale Bitcoin Minitrust ETF | 62,800 | $354K | shares |
| FLOTISHARES TR | 6,907 | $353K | shares |
| UNHUNITEDHEALTH GROUP INC | 600 | $351K | call |
| CARTMAPLEBEAR INC | 8,522 | $347K | shares |
| IBTIISHARES TR | 14,386 | $324K | shares |
| LAM RESEARCH CORPLAM RESEARCH CORP | 3,900 | $318K | put |
| THCTENET HEALTHCARE CORP | 1,837 | $305K | shares |
| FNDFLOOR & DECOR HLDGS INC | 2,439 | $303K | shares |
| AMJBJPMORGAN CHASE FINL CO LLC | 10,600 | $302K | shares |
| DISDISNEY WALT CO | 3,000 | $289K | put |
| DCIDONALDSON INC | 3,786 | $279K | shares |
| CALFPACER FDS TR | 5,897 | $274K | shares |
| YUMYUM BRANDS INC | 1,900 | $265K | put |
| MTHMERITAGE HOMES CORP | 1,253 | $257K | shares |
| VRRMVERRA MOBILITY CORP | 8,807 | $245K | shares |
| SPHDINVESCO EXCH TRADED FD TR II | 4,782 | $242K | shares |
| NVONOVO-NORDISK A S | 2,000 | $238K | put |
| RWXSPDR INDEX SHS FDS | 8,545 | $236K | shares |
| WPCWP CAREY INC | 3,710 | $231K | shares |
| LIONS GATE ENTMNT CORPLIONS GATE ENTMNT CORP | 32,858 | $227K | shares |
| CGWINVESCO EXCH TRADED FD TR II | 5,265 | $220K | shares |
| CELHCELSIUS HLDGS INC | 6,981 | $219K | shares |
| KNXKNIGHT-SWIFT TRANSN HLDGS IN | 3,968 | $214K | shares |
| IHIISHARES TR | 3,600 | $213K | put |
| CPBTHE CAMPBELLS COMPANY | 4,354 | $213K | shares |
| CFCF INDUSTRIES HOLD | 2,462 | $211K | shares |
| SNVSYNOVUS FINANCIAL CORP | 4,716 | $210K | shares |
| RVTYREVVITY INC | 1,637 | $209K | shares |
| HOGHARLEY DAVIDSON INC | 5,428 | $209K | shares |
| EFAXSPDR INDEX SHS FDS | 4,774 | $209K | shares |
| TRITHOMSON REUTERS CORP | 1,214 | $207K | shares |
| KEYSKEYSIGHT TECHNOLOGIES INC | 1,300 | $207K | put |
| QRVOQORVO INC | 1,984 | $205K | shares |
| HRBBLOCK H & R INC | 3,197 | $203K | shares |
| FNDCSCHWAB STRATEGIC TR | 5,313 | $203K | shares |
| HIIHUNTINGTON INGALLS INDS INC | 765 | $202K | shares |
| PXHINVESCO EXCH TRADED FD TR II | 9,186 | $202K | shares |
| DOXAMDOCS LTD | 2,295 | $201K | shares |
| CMECME GROUP INC | 900 | $199K | put |
| MDIVFIRST TR EXCHANGE TRADED FD | 11,598 | $193K | shares |
| NADNUVEEN QUALITY MUNCP INCOME | 15,324 | $190K | shares |
| XBKNXBLACKROCK INVEST QLTY MUNI | 14,526 | $188K | shares |
How Q4 2024 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001172661-25-001102 | base | 2025-02-14 | acceptance time not in the bulk data set |