Lido Advisors, LLC Purchases in Q2 2025

Lido Advisors, LLC

  • $25.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GPI
Group 1 Automotive Inc

Consumer Cyclical
103
+ 13.57%
$372.3 - $448.86 $38.3K - $46.2K
862 $376K
WTW
Willis Towers Watson PLC

Financial Services
398
+ 34.91%
$295.96 - $337.43 $118K - $134K
1.54K $471K
ODFL
Old Dominion Freight Line, Inc.

Industrials
567
+ 29.08%
$146.74 - $176.07 $83.2K - $99.8K
2.52K $408K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
3.7K
+ 17.95%
$23.03 - $23.64 $85.2K - $87.5K
24.3K $570K
IWC
Russell Micro Cap ETF

ETFs
1
+ 0.02%
$97.43 - $127.66 $97.4 - $128
5.1K $650K
NMFC
New Mountain Finance Corp

Financial Services
9.16K
+ 38.03%
$9.11 - $11.09 $83.4K - $102K
33.2K $350K
USAS
Americas Gold & Silver Corp

Basic Materials
105K
New
$0.41 - $0.84 $42.9K - $87.9K
105K $84K
KRE
Spdr S&P Regional Banking ETF

ETFs
495
+ 2.52%
$48.81 - $59.48 $24.2K - $29.4K
20.1K $1.2M
PHM
Pultegroup Inc

Consumer Cyclical
505
+ 6.3%
$92.02 - $106.54 $46.5K - $53.8K
8.53K $899K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
7.11K
+ 14.76%
$10.78 - $11.28 $76.6K - $80.2K
55.3K $615K
ALTG
Alta Equipment Group Inc.

Industrials
11.8K
New
$3.95 - $6.38 $46.5K - $75.1K
11.8K $74K
SHEL
Shell PLC

Energy
2.59K
+ 6.79%
$59.75 - $73.05 $154K - $189K
40.6K $2.86M
SUB
Ishares Short Term National Mu

ETFs
640
+ 8.19%
$104.77 - $106.34 $67.1K - $68.1K
8.45K $898K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
13.2K
+ 7.14%
$4.83 - $5.39 $63.8K - $71.1K
198K $1.07M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
710
+ 29.04%
$102.02 - $103.5 $72.4K - $73.5K
3.16K $324K
MBB
Ishares Tr

ETFs
751
+ 5.24%
$91.41 - $94.22 $68.6K - $70.8K
15.1K $1.42M
DGRO
Ishares Core Dividend Growth E

ETFs
502
+ 2.7%
$55.22 - $63.94 $27.7K - $32.1K
19.1K $1.22M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
719
+ 16.05%
$47.63 - $60.01 $34.2K - $43.1K
5.2K $309K
APO
Apollo Global Management, Inc.

Financial Services
64
+ 0.51%
$108.68 - $145.07 $6.96K - $9.28K
12.5K $1.78M
VMEO
Vimeo, Inc.

Technology
17.1K
New
$3.89 - $5.27 $66.6K - $90.2K
17.1K $69K
AME
Ametek Inc

Industrials
52
+ 0.81%
$151.41 - $182.75 $7.87K - $9.5K
6.48K $1.17M
ALGN
Align Technology Inc

Healthcare
89
+ 5.62%
$144.32 - $190.42 $12.8K - $16.9K
1.67K $316K
TSCO
Tractor Supply CO

Consumer Cyclical
5.82K
+ 5.61%
$47.86 - $55.77 $279K - $325K
110K $5.78M
USFD
Us Foods Holding Corp.

Consumer Defensive
314
+ 9.03%
$60.47 - $79.12 $19K - $24.8K
3.79K $291K
ZG
Zillow Group, Inc.

Communication Services
307
+ 1.21%
$59.44 - $70.64 $18.2K - $21.7K
25.7K $1.76M
REZI
Resideo Technologies, Inc.

Industrials
55
+ 0.39%
$14.69 - $22.46 $808 - $1.24K
14.1K $312K
AEP
American Electric Power CO Inc

Utilities
2.65K
+ 6.86%
$98.59 - $109.11 $261K - $289K
41.3K $4.28M
CNC
Centene Corp

Healthcare
1.74K
+ 33.62%
$53.4 - $64.29 $92.9K - $112K
6.91K $375K
CDZI
Cadiz Inc

Utilities
20K
+ 116.96%
$2.37 - $3.25 $47.4K - $65K
37.1K $110K
HUM
Humana Inc

Healthcare
878
+ 11.29%
$224.93 - $295.04 $197K - $259K
8.66K $2.12M
MTD
Mettler Toledo International Inc

Healthcare
50
+ 18.38%
$970.15 - $1216.57 $48.5K - $60.8K
322 $378K
NOK
Nokia Corp

Technology
11K
New
$4.65 - $5.43 $51.1K - $59.7K
11K $56K
FEX
First Tr Large Cap Core Alphde

ETFs
13
+ 0.18%
$90.17 - $109.96 $1.17K - $1.43K
7.24K $796K
BOX
Box Inc

Technology
808
+ 9.91%
$28.42 - $38.55 $23K - $31.1K
8.96K $306K
UL
Unilever PLC

Consumer Defensive
439
+ 2.65%
$57.9 - $65.43 $25.4K - $28.7K
17K $1.04M
ISCG
Ishares Morningstar Small Cap

ETFs
18
+ 0.16%
$39.44 - $49.76 $710 - $896
11.1K $551K
CCI
Crown Castle International Corp

Real Estate
612
+ 9.31%
$94.83 - $107.06 $58K - $65.5K
7.18K $737K
ACHR
Archer Aviation Inc.

Industrials
695
+ 5.87%
$6.2 - $13.3 $4.31K - $9.24K
12.5K $136K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
2.2K
+ 8.73%
$23.2 - $23.63 $51K - $52K
27.4K $645K
MKL
Markel Corp

Financial Services
11
+ 5.29%
$1678.5 - $1997.36 $18.5K - $22K
219 $437K
GPC
Genuine Parts CO

Consumer Cyclical
246
+ 2.75%
$105.54 - $129.09 $26K - $31.8K
9.2K $1.12M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
681
+ 5.16%
$90.85 - $102.31 $61.9K - $69.7K
13.9K $1.4M
AER
Aer Cap Holdings N.V.

Industrials
99
+ 3.92%
$88.97 - $117.24 $8.81K - $11.6K
2.63K $307K
VOE
Vanguard Mid Cap Value Index F

ETFs
108
+ 1.47%
$141.87 - $164.49 $15.3K - $17.8K
7.45K $1.23M
CRDF
Cardiff Oncology, Inc.

Healthcare
15K
New
$2.38 - $4.3 $35.7K - $64.5K
15K $47K
MFC
Manulife Financial Corp

Financial Services
465
+ 1.23%
$26.93 - $32.44 $12.5K - $15.1K
38.4K $1.23M
ANNX
Annexon, Inc.

Healthcare
15K
+ 75.0%
$1.38 - $2.73 $20.7K - $41K
35K $84K
MAA
Mid America Apartment Communities Inc.

Real Estate
766
+ 22.2%
$145.91 - $168.0 $112K - $129K
4.22K $624K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
175
+ 1.74%
$26.99 - $33.86 $4.72K - $5.93K
10.2K $343K
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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