Lido Advisors, LLC Purchases in Q2 2025

Lido Advisors, LLC

  • $25.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VRSK
Verisk Analytics, Inc.

Industrials
64
+ 3.69%
$277.03 - $321.33 $17.7K - $20.6K
1.8K $560K
KBE
Spdr S&P Bank ETF

ETFs
525
+ 11.13%
$45.85 - $55.78 $24.1K - $29.3K
5.24K $292K
SCPH
Sc Pharmaceuticals Inc.

Healthcare
3.5K
+ 14.58%
$2.02 - $4.27 $7.07K - $14.9K
27.5K $104K
JMIA
Jumia Technologies Ag

Consumer Cyclical
10.1K
New
$1.73 - $4.02 $17.5K - $40.6K
10.1K $40K
SGOL
Abrdn Gold ETF Trust

ETFs
320
+ 1.84%
$28.39 - $32.75 $9.08K - $10.5K
17.7K $559K
MGY
Magnolia Oil & Gas Corp

Energy
2.9K
+ 28.82%
$19.6 - $25.72 $56.8K - $74.5K
12.9K $291K
VVR
Invesco Senior Income Trust

Financial Services
10K
New
$3.31 - $3.8 $33.1K - $38K
10K $38K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
7K
+ 6.82%
$11.35 - $12.45 $79.5K - $87.2K
110K $1.31M
DSL
Double Line Income Solutions Fund

Financial Services
3.33K
+ 30.39%
$11.15 - $12.57 $37.2K - $41.9K
14.3K $175K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
46
+ 0.96%
$58.41 - $72.69 $2.69K - $3.34K
4.83K $350K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
120
+ 1.17%
$81.46 - $94.63 $9.78K - $11.4K
10.4K $981K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
427
+ 1.42%
$51.68 - $52.76 $22.1K - $22.5K
30.5K $1.61M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
649
+ 22.86%
$78.57 - $89.09 $51K - $57.8K
3.49K $278K
BCO
Brinks CO

Industrials
247
+ 6.45%
$82.06 - $94.4 $20.3K - $23.3K
4.07K $363K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
5.39K
+ 1175.76%
$105.72 - $1416.0 $569K - $7.63M
5.84K $652K
WSM
Williams Sonoma Inc

Consumer Cyclical
23
+ 0.42%
$137.62 - $174.44 $3.17K - $4.01K
5.53K $903K
TDW
Tidewater Inc

Energy
275
+ 5.64%
$32.27 - $48.26 $8.87K - $13.3K
5.15K $237K
PHO
Invesco Exchange Traded Fd Tr

ETFs
92
+ 2.0%
$58.13 - $69.92 $5.35K - $6.43K
4.68K $327K
HSBC
Hsbc Holdings PLC

Financial Services
189
+ 3.11%
$46.68 - $61.09 $8.82K - $11.5K
6.27K $380K
CLOV
Clover Health Investments, Corp.

Healthcare
11.3K
New
$2.74 - $3.77 $31K - $42.6K
11.3K $31K
XLB
Select Sector Spdr Fd Material

ETFs
124
+ 1.21%
$74.27 - $88.92 $9.21K - $11K
10.4K $909K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
880
+ 11.07%
$28.96 - $32.46 $25.5K - $28.6K
8.83K $282K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
1.94K
+ 20.13%
$28.81 - $34.65 $56K - $67.3K
11.6K $354K
VTWG
Vanguard Russell 2000 Growth E

ETFs
2
+ 0.16%
$163.6 - $208.47 $327 - $417
1.25K $259K
RS
Reliance Steel & Aluminum CO

Basic Materials
5
+ 0.5%
$262.08 - $316.81 $1.31K - $1.58K
1.01K $317K
EMB
Ishares Tr

ETFs
189
+ 4.21%
$86.54 - $92.62 $16.4K - $17.5K
4.68K $433K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
43
+ 0.23%
$12.82 - $18.15 $551 - $780
19.1K $320K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
4.97K
+ 1.46%
$10.49 - $12.99 $52.2K - $64.6K
345K $4.39M
VONE
Vanguard Russell 1000 ETF

ETFs
1
+ 0.11%
$225.48 - $280.86 $225 - $281
935 $262K
SSNC
Ss&C Technologies Holdings Inc

Technology
307
+ 12.52%
$71.96 - $83.42 $22.1K - $25.6K
2.76K $228K
ALLY
Ally Financial Inc.

Financial Services
180
+ 2.71%
$30.09 - $38.95 $5.42K - $7.01K
6.82K $265K
LYG
Lloyds Banking Group PLC

Financial Services
1.74K
+ 4.96%
$3.32 - $4.29 $5.77K - $7.45K
36.8K $156K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
900
+ 0.84%
$22.87 - $23.14 $20.6K - $20.8K
108K $2.5M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
3K
+ 1.43%
$5.09 - $5.8 $15.3K - $17.4K
213K $1.23M
ILCV
Ishares Morningstar Value ETF

ETFs
33
+ 0.34%
$72.16 - $83.39 $2.38K - $2.75K
9.88K $823K
TPIC
Tpi Composites, Inc

Industrials
26.7K
New
$0.68 - $1.36 $18.1K - $36.3K
26.7K $22K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
130
+ 11.05%
$167.22 - $212.42 $21.7K - $27.6K
1.31K $258K
CGNX
Cognex Corp

Technology
76
+ 0.81%
$23.27 - $32.07 $1.77K - $2.44K
9.41K $298K
MFG
Mizuho Financial Group Inc

Financial Services
3.28K
+ 12.01%
$4.25 - $5.66 $14K - $18.6K
30.6K $170K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
928
+ 9.55%
N/A
10.6K $215K
LPRO
Open Lending Corp

Financial Services
10K
New
$0.83 - $2.27 $8.3K - $22.7K
10K $19K
IGLB
Ishares 10+ Year Investment Gr

ETFs
390
+ 6.94%
$47.55 - $50.44 $18.5K - $19.7K
6.01K $301K
SMPL
Simply Good Foods CO

Consumer Defensive
1.21K
+ 18.72%
$31.59 - $38.0 $38.1K - $45.9K
7.65K $241K
FNV
Franco Nevada Corp

Basic Materials
20
+ 0.83%
$143.04 - $178.17 $2.86K - $3.56K
2.44K $399K
CMA
Comerica Inc

Financial Services
42
+ 0.16%
$50.42 - $59.65 $2.12K - $2.51K
26.2K $1.57M
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
1.09K
+ 1.68%
$10.35 - $11.31 $11.3K - $12.3K
65.8K $744K
AOM
Ishares Tr Core Moderate Alloc

ETFs
16
+ 0.2%
$41.55 - $46.04 $665 - $737
8.01K $368K
IOT
Samsara Inc.

Technology
77
+ 0.77%
$33.46 - $47.74 $2.58K - $3.68K
10.1K $400K
FE
Firstenergy Corp

Utilities
478
+ 5.54%
$38.31 - $43.17 $18.3K - $20.6K
9.11K $366K
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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