Lido Advisors, LLC Purchases in Q2 2025

Lido Advisors, LLC

  • $25.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VRT
Vertiv Holdings CO

Industrials
2.47K
+ 74.25%
N/A
5.8K $502K
AVAV
Aero Vironment Inc

Industrials
749
New
$111.65 - $284.95 $83.6K - $213K
749 $213K
RJF
Raymond James Financial Inc

Financial Services
1.38K
New
$123.65 - $153.88 $171K - $213K
1.38K $212K
BITO
Proshares Tr Bitcoin Strategy

ETFs
9.8K
New
$16.69 - $23.43 $164K - $230K
9.8K $210K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
3.11K
New
$48.48 - $67.3 $151K - $209K
3.11K $209K
EBAY
Ebay Inc

Consumer Cyclical
1.76K
+ 15.33%
$59.52 - $79.36 $105K - $140K
13.3K $987K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
344
+ 2.39%
$57.46 - $75.58 $19.8K - $26K
14.8K $1.12M
OKE
Oneok Inc

Energy
7.61K
+ 32.39%
$78.71 - $100.37 $599K - $764K
31.1K $2.54M
PRIM
Primoris Services Corp

Industrials
1.64K
+ 42.28%
$52.66 - $80.05 $86.6K - $132K
5.53K $431K
NWS
News Corp New Cl B Com Stk (De

Communication Services
6.03K
New
$27.41 - $34.31 $165K - $207K
6.03K $206K
PIPR
Piper Sandler Companies

Financial Services
88
+ 1.47%
$210.78 - $281.82 $18.5K - $24.8K
6.06K $1.68M
BAR
Granite Shares Gold Trust

ETFs
6.28K
New
$29.34 - $33.87 $184K - $213K
6.28K $204K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
4.21K
+ 30.44%
$37.18 - $42.55 $157K - $179K
18.1K $768K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.23K
New
$144.63 - $179.53 $178K - $221K
1.23K $202K
SOFI
So Fi Technologies, Inc.

Financial Services
11.1K
New
$9.5 - $18.21 $106K - $203K
11.1K $202K
UDN
Invesco Db Us Dollar Index Bearish Fund

ETFs
10.7K
New
$17.53 - $18.91 $187K - $202K
10.7K $201K
SGH
Smart Global Holdings, Inc.

Technology
11.6K
New
N/A
11.6K $201K
FOXA
Fox Corp

Communication Services
3.57K
New
$47.21 - $57.04 $169K - $204K
3.57K $200K
LEU
Centrus Energy Corp

Energy
1.09K
New
$54.43 - $208.81 $59.4K - $228K
1.09K $200K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
1.84K
New
$90.58 - $109.05 $166K - $200K
1.84K $200K
ERIE
Erie Indemnity CO

Financial Services
991
+ 49.35%
$340.45 - $423.93 $337K - $420K
3K $1.04M
RELX
Relx PLC

Communication Services
2.16K
+ 10.97%
$45.31 - $55.66 $97.8K - $120K
21.8K $1.19M
BSIG
Bright Sphere Investment Group Inc.

Financial Services
7.65K
New
N/A
7.65K $194K
IMNM
Immunome Inc.

Healthcare
6.09K
+ 11.48%
$5.56 - $9.79 $33.8K - $59.6K
59.1K $549K
PFFR
Etfis Ser Tr I Infracap Reit P

ETFs
10.8K
New
$17.18 - $18.29 $186K - $198K
10.8K $193K
CCJ
Cameco Corp

Energy
350
+ 7.05%
$36.68 - $74.46 $12.8K - $26.1K
5.32K $394K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
756
+ 7.78%
$44.23 - $62.66 $33.4K - $47.4K
10.5K $656K
TGTX
Tg Therapeutics, Inc.

Healthcare
5.84K
+ 73.9%
$33.37 - $45.51 $195K - $266K
13.7K $494K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.92K
+ 31.48%
N/A
12.2K $759K
INT
World Fuel Services Corp

Energy
8.27K
New
N/A
8.27K $181K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.8K
+ 6.39%
$100.04 - $100.54 $180K - $181K
30K $3.01M
ZION
Zions Bancorporation, National Association

Financial Services
3.11K
+ 38.66%
$41.39 - $51.94 $129K - $161K
11.1K $579K
WPM
Wheaton Precious Metals Corp.

Basic Materials
1.18K
+ 19.88%
$70.56 - $92.75 $83K - $109K
7.09K $636K
BFK
Blackrock Municipal Income Trust

Financial Services
18.3K
New
$9.2 - $9.99 $168K - $183K
18.3K $175K
FXI
Ishares Tr

ETFs
4.54K
+ 53.3%
$29.59 - $37.41 $134K - $170K
13.1K $479K
EFX
Equifax Inc

Industrials
437
+ 12.05%
$205.5 - $280.54 $89.8K - $123K
4.07K $1.05M
WM
Waste Management Inc

Industrials
991
+ 4.7%
$216.47 - $242.1 $215K - $240K
22.1K $5.05M
CBOE
Cboe Global Markets, Inc.

Financial Services
31
+ 0.13%
$205.81 - $234.23 $6.38K - $7.26K
23.4K $5.45M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
16.4K
New
$9.18 - $11.13 $150K - $182K
16.4K $169K
CTSH
Cognizant Technology Solutions Corp

Technology
1.79K
+ 9.01%
$66.47 - $81.81 $119K - $146K
21.6K $1.69M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.54K
+ 23.75%
$62.73 - $78.42 $96.8K - $121K
8.04K $623K
KIE
Spdr S&P Insurance ETF

ETFs
3.8K
+ 4.87%
$53.63 - $61.12 $204K - $233K
82K $4.9M
DFAT
Dimensional ETF Tr U S Target

ETFs
2.67K
+ 29.73%
$44.8 - $53.97 $119K - $144K
11.6K $627K
FFIV
F5, Inc.

Technology
112
+ 2.48%
$239.25 - $295.9 $26.8K - $33.1K
4.64K $1.36M
APLE
Apple Hospitality Reit, Inc.

Real Estate
17.2K
+ 51.83%
$10.66 - $12.92 $184K - $222K
50.4K $588K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
4.11K
+ 12.56%
$39.34 - $40.41 $162K - $166K
36.8K $1.48M
ROLL
Rbc Bearings Inc

Industrials
650
New
N/A
650 $159K
GKOS
Glaukos Corp

Healthcare
720
+ 4.31%
$82.27 - $103.29 $59.2K - $74.4K
17.4K $1.8M
FRSH
Freshworks Inc.

Technology
10.5K
New
$12.07 - $15.98 $127K - $168K
10.5K $156K
Activity Summary
Buys All Purchases 861 New Holdings 189 Increased Positions 672 Sells All Sells 472 Reductions 472 Sold out 0 Options Calls 38 Puts 135
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