Lido Advisors, LLC Purchases in Q2 2025

Lido Advisors, LLC

  • $25.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LHX
L3 Harris Technologies, Inc.

Industrials
4.37K
+ 73.47%
$200.21 - $256.99 $875K - $1.12M
10.3K $2.59M
SAR
Saratoga Investment Corp.

Financial Services
56.1K
+ 43.13%
$21.46 - $25.35 $1.2M - $1.42M
186K $4.62M
VIG
Vanguard Dividend Appreciation

ETFs
7.13K
+ 8.01%
N/A
96.1K $17.5M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
15.2K
+ 149.17%
$65.84 - $80.81 $1M - $1.23M
25.4K $2.04M
BRO
Brown & Brown, Inc.

Financial Services
12.4K
+ 193.12%
$104.48 - $124.43 $1.29M - $1.54M
18.8K $2.08M
CMI
Cummins Inc

Industrials
3.34K
+ 24.96%
$267.12 - $336.65 $891K - $1.12M
16.7K $5.47M
SSO
Proshares Ultra S&P 500

ETFs
272
+ 0.32%
$64.8 - $97.72 $17.6K - $26.6K
84.1K $8.21M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
202
+ 0.04%
$17.76 - $22.1 $3.59K - $4.46K
545K $12M
KWEB
Kraneshares Tr Csi China Inter

ETFs
36.9K
New
$28.28 - $35.22 $1.04M - $1.3M
36.9K $1.27M
HOLX
Hologic Inc

Healthcare
19.4K
New
$52.73 - $65.22 $1.02M - $1.27M
19.4K $1.26M
SCCO
Southern Copper Corp

Basic Materials
12.1K
+ 392.14%
$75.63 - $104.64 $917K - $1.27M
15.2K $1.54M
ZTS
Zoetis Inc.

Healthcare
9.44K
+ 33.2%
$144.41 - $170.3 $1.36M - $1.61M
37.9K $5.91M
SEIC
Sei Investments CO

Financial Services
13.6K
New
$66.45 - $89.86 $905K - $1.22M
13.6K $1.22M
DLR
Digital Realty Trust, Inc.

Real Estate
5.76K
+ 83.51%
$136.11 - $177.69 $784K - $1.02M
12.7K $2.21M
CME
Cme Group Inc.

Financial Services
4.16K
+ 64.64%
$252.37 - $290.71 $1.05M - $1.21M
10.6K $2.92M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3.6K
+ 61.95%
$224.16 - $285.86 $807K - $1.03M
9.42K $2.69M
LC
Lending Club Corp

Financial Services
99.9K
New
$8.56 - $12.03 $855K - $1.2M
99.9K $1.2M
DRI
Darden Restaurants Inc

Consumer Cyclical
5.39K
+ 267.64%
$186.58 - $225.78 $1.01M - $1.22M
7.41K $1.61M
ABM
Abm Industries Inc

Industrials
24.9K
New
$42.24 - $52.72 $1.05M - $1.31M
24.9K $1.17M
TRV
Travelers Companies, Inc.

Financial Services
4.29K
+ 53.25%
$233.83 - $276.34 $1M - $1.18M
12.3K $3.3M
DOV
Dover Corp

Industrials
5.98K
+ 87.55%
$151.14 - $186.7 $904K - $1.12M
12.8K $2.35M
PAYC
Paycom Software, Inc.

Technology
4.84K
+ 437.79%
$193.07 - $265.71 $935K - $1.29M
5.95K $1.38M
MSTR
Microstrategy Inc

Technology
1.73K
+ 51.0%
$237.95 - $421.61 $412K - $730K
5.13K $2.07M
APG
A Pi Group Corp

Industrials
16.7K
+ 106.69%
$32.2 - $51.23 $537K - $855K
32.3K $1.65M
PEG
Public Service Enterprise Group Inc

Utilities
12.7K
+ 141.09%
$77.13 - $84.18 $981K - $1.07M
21.7K $1.83M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
46.2K
+ 117.47%
$22.66 - $23.41 $1.05M - $1.08M
85.5K $2M
GWW
W.W. Grainger, Inc.

Industrials
924
+ 41.34%
$919.93 - $1101.66 $850K - $1.02M
3.16K $3.29M
MET
Metlife Inc

Financial Services
13.3K
+ 26.07%
$68.42 - $82.49 $910K - $1.1M
64.3K $5.17M
VDC
Vanguard Consumer Staples ETF

ETFs
4.85K
+ 10.93%
$204.89 - $224.73 $993K - $1.09M
49.2K $10.8M
RODM
Hartford Multifactor Developed

ETFs
7.59K
+ 2.92%
$28.23 - $34.22 $214K - $260K
267K $9.12M
AON
Aon PLC

Financial Services
3.68K
+ 61.94%
$335.85 - $398.81 $1.24M - $1.47M
9.63K $3.44M
EWN
Ishares Msci Netherlnds ETF

ETFs
19.5K
New
$41.88 - $54.73 $816K - $1.07M
19.5K $1.06M
CSGP
Costar Group, Inc.

Real Estate
13K
+ 159.51%
$72.62 - $83.22 $944K - $1.08M
21.2K $1.7M
LMT
Lockheed Martin Corp

Industrials
1.3K
+ 4.81%
$430.82 - $486.45 $560K - $633K
28.3K $13.1M
GLW
Corning Inc

Technology
1K
+ 0.69%
$39.07 - $52.59 $39.2K - $52.8K
147K $7.71M
AXON
Axon Enterprise, Inc.

Industrials
650
+ 38.81%
$497.13 - $827.94 $323K - $538K
2.33K $1.92M
BANF
Bancfirst Corp

Financial Services
8.27K
New
$100.43 - $129.96 $830K - $1.07M
8.27K $1.02M
LDOS
Leidos Holdings, Inc.

Technology
4.79K
+ 42.45%
$132.9 - $160.3 $636K - $767K
16.1K $2.53M
DUOL
Duolingo, Inc.

Technology
10
+ 0.1%
$292.88 - $540.68 $2.93K - $5.41K
10.1K $4.15M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
10.7K
+ 426.45%
$86.97 - $102.82 $927K - $1.1M
13.2K $1.26M
CBRE
Cbre Group, Inc.

Real Estate
6.47K
+ 74.45%
$113.94 - $140.12 $737K - $907K
15.2K $2.12M
USRT
Ishares Core U.S. Reit ETF

ETFs
21.2K
+ 10.16%
$50.37 - $57.97 $1.07M - $1.23M
230K $13M
MSCI
Msci Inc.

Financial Services
1.67K
+ 131.26%
$506.56 - $576.74 $844K - $961K
2.94K $1.69M
CTAS
Cintas Corp

Industrials
2.78K
+ 13.72%
$190.11 - $227.66 $529K - $634K
23.1K $5.14M
IBMP
Ishares Tr Ibonds December 202

ETFs
37.3K
+ 13.39%
$24.98 - $25.35 $933K - $947K
316K $8.02M
DTE
Dte Energy CO

Utilities
8.55K
+ 29.83%
$127.39 - $139.49 $1.09M - $1.19M
37.2K $4.93M
SOXX
Ishares Semiconductor ETF

ETFs
263
+ 1.48%
$154.86 - $239.07 $40.7K - $62.9K
18.1K $4.31M
IBMO
Ishares Tr Ibonds December 202

ETFs
36.8K
+ 13.02%
$25.32 - $25.63 $931K - $942K
319K $8.18M
MCO
Moodys Corp

Financial Services
1.55K
+ 31.39%
$396.7 - $501.59 $614K - $777K
6.48K $3.25M
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
Track This Portfolio

Track Lido Advisors, LLC Portfolio

Follow Lido Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lido Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lido Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email