Lido Advisors, LLC Purchases in Q2 2025

Lido Advisors, LLC

  • $25.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
47.7K
+ 33.46%
$166.82 - $194.23 $7.96M - $9.26M
190K $37M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
138K
+ 1107.03%
$57.14 - $72.68 $7.87M - $10M
150K $10.9M
RTX
Raytheon Technologies Corp

Industrials
51.2K
+ 27.63%
$113.75 - $148.48 $5.83M - $7.61M
237K $34.5M
INTU
Intuit Inc

Technology
5.63K
+ 18.18%
$544.07 - $787.63 $3.06M - $4.44M
36.6K $28.8M
CAT
Caterpillar Inc

Industrials
16.6K
+ 29.19%
$273.94 - $388.21 $4.54M - $6.43M
73.3K $28.5M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
380K
+ 13.83%
$23.96 - $24.27 $9.11M - $9.23M
3.13M $75.9M
VB
Vanguard Small Cap ETF

ETFs
35.5K
+ 55.3%
$193.73 - $237.37 $6.88M - $8.43M
99.7K $23.6M
GE
General Electric CO

Industrials
22.8K
+ 39.39%
$166.81 - $257.39 $3.8M - $5.86M
80.6K $20.7M
CSCO
Cisco Systems, Inc.

Technology
84.7K
+ 20.4%
$53.19 - $69.38 $4.5M - $5.88M
500K $34.7M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
380K
+ 13.8%
N/A
3.14M $74.5M
ATR
Aptargroup, Inc.

Healthcare
55.6K
+ 1086.12%
$133.66 - $158.53 $7.43M - $8.81M
60.7K $9.49M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
162K
+ 336.89%
$51.1 - $53.29 $8.28M - $8.63M
210K $11.2M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
336K
+ 12.74%
$25.04 - $25.18 $8.42M - $8.46M
2.98M $74.9M
ABT
Abbott Laboratories

Healthcare
55.3K
+ 32.9%
$123.95 - $138.08 $6.86M - $7.64M
224K $30.4M
VONV
Vanguard Russell 1000 Value Et

ETFs
85K
+ 33.78%
$73.19 - $85.21 $6.22M - $7.25M
337K $28.7M
IWP
Ishares Russell Mid Cap Growth

ETFs
29.3K
+ 16.29%
$104.34 - $138.68 $3.06M - $4.07M
209K $29M
PM
Philip Morris International Inc.

Consumer Defensive
32.4K
+ 39.02%
$149.23 - $184.95 $4.84M - $6M
116K $21M
SCHW
Schwab Charles Corp

Financial Services
18.4K
+ 3.92%
$69.06 - $91.24 $1.27M - $1.68M
487K $44.4M
TIP
Ishares Tr Tips Bd ETF

ETFs
70.7K
+ 223.2%
$107.93 - $110.97 $7.63M - $7.85M
102K $11.3M
FDVV
Fidelity High Dividend ETF

ETFs
147K
+ 648.08%
$43.6 - $52.02 $6.41M - $7.65M
170K $8.83M
IEFA
Ishares Tr

ETFs
76.3K
+ 50.28%
$67.83 - $84.09 $5.18M - $6.42M
228K $19M
URI
United Rentals, Inc.

Industrials
8.88K
+ 141.38%
$551.94 - $753.4 $4.9M - $6.69M
15.2K $11.4M
EWJ
Ishares Msci Japan ETF

ETFs
97.7K
+ 426.42%
$61.32 - $75.28 $5.99M - $7.35M
121K $9.04M
TMUS
T Mobile Us, Inc.

Communication Services
36.6K
+ 72.79%
$220.99 - $268.54 $8.08M - $9.82M
86.8K $20.7M
URTH
Ishares Msci World ETF

ETFs
42.2K
+ 664.7%
$136.3 - $169.38 $5.76M - $7.15M
48.6K $8.23M
HD
Home Depot, Inc.

Consumer Cyclical
19.6K
+ 11.33%
$335.24 - $380.78 $6.57M - $7.47M
193K $70.6M
ICE
Intercontinental Exchange, Inc.

Financial Services
34.2K
+ 45.0%
$151.62 - $183.47 $5.18M - $6.27M
110K $20.2M
HOOD
Robinhood Markets, Inc.

Technology
62.1K
+ 269.71%
$34.17 - $93.63 $2.12M - $5.81M
85.1K $7.97M
IJK
Ishares S&P Midcap 400 Growth

ETFs
59.3K
+ 29.44%
$73.7 - $90.98 $4.37M - $5.4M
261K $23.7M
LNG
Cheniere Energy, Inc.

Energy
27.4K
+ 134.37%
$197.25 - $244.33 $5.4M - $6.69M
47.8K $11.6M
SYK
Stryker Corp

Healthcare
14.6K
+ 42.71%
$337.37 - $395.63 $4.94M - $5.79M
48.9K $19.4M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
242K
+ 12.92%
$24.94 - $25.42 $6.03M - $6.14M
2.11M $53.7M
GLD
Spdr Gold Trust

ETFs
6.9K
+ 2.86%
$273.71 - $316.29 $1.89M - $2.18M
249K $75.8M
MA
Mastercard Inc

Financial Services
8.15K
+ 9.74%
$479.92 - $590.74 $3.91M - $4.82M
91.8K $51.6M
ISRG
Intuitive Surgical Inc

Healthcare
5.46K
+ 9.53%
$451.58 - $565.94 $2.47M - $3.09M
62.8K $34.1M
IEMG
Ishares Inc

ETFs
105K
+ 594.03%
N/A
122K $6.57M
TJX
Tjx Companies Inc

Consumer Cyclical
42.6K
+ 33.03%
$119.13 - $135.03 $5.07M - $5.75M
171K $21.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
24.8K
+ 23.52%
$152.93 - $181.74 $3.79M - $4.51M
130K $23.7M
VO
Vanguard Mid Cap ETF

ETFs
10.4K
+ 8.8%
$228.54 - $279.83 $2.37M - $2.9M
128K $35.8M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
226K
+ 4.49%
$20.16 - $20.49 $4.57M - $4.64M
5.27M $108M
VTWO
Vanguard Russell 2000 ETF

ETFs
39.4K
+ 14.31%
$70.56 - $87.22 $2.78M - $3.43M
315K $27.4M
IWL
Ishares Tr Russell 200 ETF

ETFs
1.74K
+ 0.56%
$122.36 - $153.12 $212K - $266K
310K $47.4M
MCK
Mckesson Corp

Healthcare
1.87K
+ 3.03%
$652.83 - $732.78 $1.22M - $1.37M
63.5K $46.5M
ARCC
Ares Capital Corp

Financial Services
226K
+ 62.58%
$18.91 - $22.43 $4.28M - $5.08M
588K $12.9M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
205K
+ 3.52%
$18.28 - $18.7 $3.75M - $3.84M
6.03M $113M
UBER
Uber Technologies, Inc

Technology
27K
+ 24.09%
$64.62 - $93.3 $1.75M - $2.52M
139K $13M
NVT
N Vent Electric PLC

Industrials
16.2K
+ 9.38%
$45.2 - $73.35 $731K - $1.19M
189K $13.8M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
95.1K
+ 76.0%
$33.7 - $43.1 $3.2M - $4.1M
220K $9.48M
AMD
Advanced Micro Devices Inc

Technology
11.4K
+ 14.73%
$78.21 - $143.81 $892K - $1.64M
88.8K $12.6M
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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