Lido Advisors, LLC Purchases in Q2 2025

Lido Advisors, LLC

  • $25.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
9.84K
+ 6.47%
$174.82 - $215.79 $1.72M - $2.12M
162K $34.9M
EQIX
Equinix Inc

Real Estate
5.75K
+ 140.5%
$740.07 - $914.43 $4.25M - $5.26M
9.84K $7.83M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
41.9K
+ 7.67%
$96.84 - $99.46 $4.06M - $4.17M
588K $58.3M
NEE
Nextera Energy Inc

Utilities
65.9K
+ 34.23%
$64.11 - $75.0 $4.23M - $4.94M
258K $17.9M
SHOP
Shopify Inc.

Technology
29.2K
+ 63.51%
$76.89 - $115.35 $2.24M - $3.37M
75.1K $8.67M
CB
Chubb LTD

Financial Services
16.2K
+ 48.05%
$274.32 - $302.46 $4.43M - $4.89M
49.8K $14.4M
COP
Conocophillips

Energy
79.9K
+ 41.53%
$82.66 - $106.1 $6.61M - $8.48M
272K $24.4M
CASY
Caseys General Stores Inc

Consumer Cyclical
7.94K
+ 877.88%
$415.82 - $510.91 $3.3M - $4.05M
8.84K $4.51M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
61.5K
+ 11.98%
$47.29 - $53.34 $2.91M - $3.28M
575K $30.2M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
426
+ 0.73%
$179.95 - $278.88 $76.7K - $119K
59.2K $16.5M
LNTH
Lantheus Holdings, Inc.

Healthcare
52.2K
+ 338.06%
$73.86 - $108.74 $3.85M - $5.68M
67.6K $5.54M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
99.9K
New
$33.19 - $40.78 $3.31M - $4.07M
99.9K $3.97M
INDA
Ishares Msci India Index Fund

ETFs
69.3K
+ 713.97%
$49.13 - $55.86 $3.41M - $3.87M
79.1K $4.4M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
11.6K
+ 33.86%
$421.16 - $509.5 $4.88M - $5.91M
45.8K $20.4M
APH
Amphenol Corp

Technology
8.76K
+ 9.92%
$59.09 - $98.75 $517K - $865K
97K $9.58M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
36K
+ 9.15%
$51.16 - $62.02 $1.84M - $2.23M
429K $26.6M
EWC
Ishares Msci Canada ETF

ETFs
77.9K
New
$37.17 - $46.2 $2.9M - $3.6M
77.9K $3.6M
APP
App Lovin Corp

Technology
8.98K
+ 198.52%
$219.37 - $417.89 $1.97M - $3.75M
13.5K $4.73M
FICO
Fair Isaac Corp

Technology
1.93K
+ 234.02%
$1503.62 - $2206.01 $2.9M - $4.25M
2.75K $5.03M
FSTA
Fidelity Covington Tr Msci Con

ETFs
67.4K
+ 5.06%
$47.94 - $52.5 $3.23M - $3.54M
1.4M $71.6M
LYV
Live Nation Entertainment, Inc.

Communication Services
22.3K
+ 1451.47%
$118.81 - $151.28 $2.64M - $3.37M
23.8K $3.6M
ORCC
Owl Rock Capital Corp

Financial Services
251K
+ 129.81%
N/A
444K $5.95M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
27K
+ 12.95%
$483.48 - $539.8 $13.1M - $14.6M
236K $114M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
33.2K
+ 23.77%
$100.35 - $100.71 $3.33M - $3.34M
173K $17.4M
VNQ
Vanguard Specialized Funds Van

ETFs
39.9K
+ 27.46%
$79.79 - $91.42 $3.19M - $3.65M
185K $16.5M
ACN
Accenture PLC

Technology
14.2K
+ 20.86%
$279.23 - $323.21 $3.95M - $4.58M
82K $24.5M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
128K
+ 12.4%
$22.7 - $23.33 $2.91M - $2.99M
1.16M $27.1M
MCHI
Ishares Msci China ETF

ETFs
57K
New
$45.22 - $55.86 $2.58M - $3.18M
57K $3.14M
SCHA
Schwab Strategic Tr Us Small C

ETFs
112K
+ 75.6%
$20.42 - $25.3 $2.3M - $2.84M
261K $6.61M
IWS
Ishares Russell Midcap Value E

ETFs
7.9K
+ 2.35%
$110.58 - $132.14 $873K - $1.04M
344K $45.4M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
6.64K
+ 97.37%
$376.48 - $440.65 $2.5M - $2.93M
13.5K $5.93M
GLDM
World Gold Trust

ETFs
46.1K
+ 686.12%
$58.96 - $67.97 $2.72M - $3.13M
52.8K $3.46M
VIS
Vanguard Industrial ETF

ETFs
4.63K
+ 8.67%
$220.04 - $280.07 $1.02M - $1.3M
58K $16.2M
VST
Vistra Corp.

Utilities
8.38K
+ 47.69%
$98.07 - $195.04 $822K - $1.63M
26K $5.03M
SHV
Ishares Tr

ETFs
26.5K
+ 666.77%
$110.06 - $110.46 $2.92M - $2.93M
30.5K $3.37M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
77.7K
+ 2512.44%
$87.84 - $1441.89 $6.83M - $112M
80.8K $7.29M
IGV
Ishares Expanded Tech Software

ETFs
6.9K
+ 6.83%
$80.15 - $109.5 $553K - $756K
108K $11.8M
DE
Deere & CO

Industrials
1.51K
+ 2.89%
$412.99 - $531.48 $625K - $804K
53.9K $27.4M
CRM
Salesforce, Inc.

Technology
8.06K
+ 6.75%
$236.26 - $291.15 $1.9M - $2.35M
127K $34.8M
COF
Capital One Financial Corp

Financial Services
10.7K
+ 87.81%
$150.57 - $212.76 $1.61M - $2.28M
22.9K $4.87M
ASML
Asml Holding Nv

Technology
1.48K
+ 14.0%
$595.37 - $815.24 $882K - $1.21M
12.1K $9.67M
VOX
Vanguard Communication Service

ETFs
4.91K
+ 6.26%
$133.12 - $171.03 $653K - $839K
83.3K $14.3M
VT
Vanguard Total World Stk Index

ETFs
5.14K
+ 3.37%
$103.16 - $128.52 $530K - $661K
158K $20.3M
EWQ
Ishares Msci France ETF

ETFs
60.1K
New
$35.65 - $43.57 $2.14M - $2.62M
60.1K $2.57M
ADP
Automatic Data Processing Inc

Industrials
7.94K
+ 19.68%
$276.76 - $326.81 $2.2M - $2.6M
48.3K $14.9M
ADBE
Adobe Inc.

Technology
5.82K
+ 6.31%
$340.0 - $420.68 $1.98M - $2.45M
98.1K $37.9M
GBDC
Golub Capital Bdc, Inc.

Financial Services
182K
+ 67.44%
$13.03 - $15.28 $2.38M - $2.79M
453K $6.63M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
30.8K
+ 4.05%
$19.1 - $23.83 $588K - $734K
791K $18.8M
BXSL
Blackstone Secured Lending Fund

Financial Services
80.6K
New
$26.88 - $32.74 $2.17M - $2.64M
80.6K $2.48M
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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