Lido Advisors, LLC Purchases in Q2 2025

Lido Advisors, LLC

  • $25.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LUMN
Lumen Technologies, Inc.

Communication Services
2.79K
+ 25.89%
$3.07 - $4.51 $8.57K - $12.6K
13.6K $59K
OEF
Ishares S&P 100 ETF

ETFs
63
+ 0.96%
N/A
6.66K $1.77M
PFG
Principal Financial Group Inc

Financial Services
478
+ 9.96%
$69.56 - $86.19 $33.2K - $41.2K
5.28K $419K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
921
+ 4.28%
$10.79 - $14.14 $9.94K - $13K
22.5K $308K
EFC
Ellington Financial Inc.

Real Estate
2.45K
+ 3.96%
$11.53 - $13.28 $28.2K - $32.5K
64.2K $833K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
125
+ 0.47%
$7.42 - $8.86 $928 - $1.11K
26.5K $235K
PVH
Pvh Corp.

Consumer Cyclical
79
+ 4.05%
$60.5 - $87.28 $4.78K - $6.9K
2.03K $139K
SAIC
Science Applications International Corp

Technology
107
+ 1.69%
$100.22 - $123.41 $10.7K - $13.2K
6.44K $724K
CASH
Meta Financial Group Inc

Financial Services
165
New
$67.2 - $83.08 $11.1K - $13.7K
165 $13K
VTR
Ventas, Inc.

Real Estate
539
+ 14.65%
$62.45 - $70.08 $33.7K - $37.8K
4.22K $266K
SYNA
Synaptics Inc

Technology
79
+ 1.43%
$42.92 - $66.11 $3.39K - $5.22K
5.61K $363K
TFLO
Ishares Treasury Floating Rate

ETFs
213
+ 2.71%
$50.47 - $50.66 $10.8K - $10.8K
8.08K $409K
DORM
Dorman Products, Inc.

Consumer Cyclical
32
+ 1.39%
$108.29 - $132.03 $3.47K - $4.22K
2.33K $286K
SU
Suncor Energy Inc

Energy
465
+ 6.77%
$31.54 - $41.04 $14.7K - $19.1K
7.33K $274K
VOOV
Vanguard S&P 500 Value ETF

ETFs
1
+ 0.05%
$162.65 - $188.71 $163 - $189
1.87K $352K
SCHO
Schwab Short Term Us Treasury

ETFs
175
+ 0.23%
$24.19 - $24.45 $4.23K - $4.28K
77K $1.88M
EMLP
First Tr Exchange Traded Iv

ETFs
180
+ 1.49%
$33.62 - $37.89 $6.05K - $6.82K
12.2K $458K
AMEH
Apollo Medical Holdings, Inc.

Healthcare
170
+ 1.69%
N/A
10.2K $374K
KNSL
Kinsale Capital Group, Inc.

Financial Services
14
+ 3.13%
$419.99 - $501.97 $5.88K - $7.03K
461 $223K
RGA
Reinsurance Group Of America Inc

Financial Services
21
+ 1.24%
$168.32 - $209.71 $3.53K - $4.4K
1.71K $339K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
70
+ 2.93%
$84.41 - $106.28 $5.91K - $7.44K
2.46K $233K
SCI
Service Corp International

Consumer Cyclical
6
+ 0.15%
$73.58 - $81.65 $441 - $490
3.93K $319K
CTRA
Coterra Energy Inc.

Energy
1.34K
+ 16.15%
$22.6 - $29.07 $30.2K - $38.8K
9.6K $243K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
37
+ 0.37%
$21.57 - $21.99 $798 - $814
10K $219K
PSNY
Polestar Automotive Holding Uk PLC

Consumer Cyclical
824
+ 3.81%
$0.87 - $1.19 $717 - $981
22.5K $24K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
71
+ 0.77%
N/A
9.23K $290K
WIT
Wipro LTD

Technology
428
+ 2.2%
$2.7 - $3.09 $1.16K - $1.32K
19.9K $60K
Astera Labs Inc
879
+ 5.52%
N/A
16.8K $0
Brand Engagement Network Inc
748K
+ 404.28%
N/A
933K $0
ILCG
Ishares Morningstar Growth ETF
11
+ 0.1%
N/A
10.8K $0
Veralto Corp
819
+ 3.69%
N/A
23K $0
Ishares Bitcoin Trust ETF
4.8K
+ 2.86%
N/A
173K $0
Ark 21 Shares Bitcoin ETF
12.1K
+ 272.34%
N/A
16.6K $0
BABA
Alibaba Group Holding LTD

Consumer Cyclical
9.39K
+ 16.59%
$99.37 - $134.05 $933K - $1.26M
66K $7.48M
Tortoise Capital Series Trus
44.7K
New
N/A
44.7K $0
Ishares Tr
14.7K
+ 9.26%
N/A
174K $0
Linde PLC
1.61K
+ 7.28%
N/A
23.7K $0
Atlassian Corporation
228
+ 12.69%
N/A
2.02K $0
Ishares Tr
10.8K
+ 14.9%
N/A
83.2K $0
Lam Research Corp
86.5K
+ 31.52%
N/A
361K $0
Arista Networks Inc
13.5K
+ 9.17%
N/A
160K $0
Arm Holdings PLC
2.49K
New
N/A
2.49K $0
Kenvue Inc
52.2K
+ 217.36%
N/A
76.1K $0
Bny Mellon ETF Trust
5.71K
+ 25.52%
N/A
28.1K $0
Ishares Tr
13.1K
+ 7.36%
N/A
191K $0
Atlanta Braves Hldgs Inc
5.24K
New
N/A
5.24K $0
XSVN
Bondbloxx ETF Tr 7 Yr Target D
18.5K
+ 25.02%
N/A
92.5K $0
Blackrock Inc
3.35K
+ 19.06%
N/A
20.9K $0
Aptiv PLC
10.7K
New
N/A
10.7K $0
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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