Lido Advisors, LLC Purchases in Q2 2025

Lido Advisors, LLC

  • $25.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
35K
+ 12.62%
$26.41 - $26.76 $924K - $937K
312K $8.36M
CI
Cigna Corp

Healthcare
2.68K
+ 9.93%
$301.89 - $340.04 $810K - $913K
29.7K $9.82M
INCY
Incyte Corp

Healthcare
13.5K
New
$55.17 - $71.22 $746K - $964K
13.5K $921K
LANC
Lancaster Colony Corp

Consumer Defensive
5.33K
New
$159.67 - $192.9 $851K - $1.03M
5.33K $920K
IT
Gartner Inc

Technology
2.39K
+ 75.65%
$377.5 - $449.52 $901K - $1.07M
5.54K $2.24M
QLD
Proshares Ultra Qqq

ETFs
6K
+ 88.25%
$69.34 - $117.71 $416K - $706K
12.8K $1.51M
WDAY
Workday, Inc.

Technology
3.24K
+ 16.81%
$210.47 - $274.71 $682K - $890K
22.5K $5.4M
OMF
One Main Holdings, Inc.

Financial Services
1.88K
+ 1.95%
$40.42 - $57.0 $76K - $107K
98.4K $5.61M
MDLZ
Mondelez International, Inc.

Consumer Defensive
13.6K
+ 20.21%
$63.54 - $68.5 $865K - $932K
81K $5.46M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.74K
+ 4.47%
$108.87 - $133.04 $299K - $365K
64.1K $8.53M
RPM
Rpm International Inc

Basic Materials
8K
New
$96.97 - $117.58 $775K - $940K
8K $878K
PNW
Pinnacle West Capital Corp

Utilities
9.79K
New
$88.3 - $95.43 $864K - $934K
9.79K $875K
SCHX
Schwab Strategic Tr Us Large C

ETFs
17.2K
+ 8.93%
$19.6 - $24.44 $337K - $420K
210K $5.12M
PAR
Par Technology Corp

Technology
12.4K
New
$50.87 - $69.82 $631K - $865K
12.4K $859K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
18.7K
+ 32.85%
$29.12 - $35.84 $545K - $670K
75.7K $2.71M
CDNS
Cadence Design Systems Inc

Technology
1.78K
+ 33.69%
$231.64 - $323.08 $411K - $573K
7.04K $2.17M
AMT
American Tower Corp

Real Estate
1.75K
+ 1.35%
$203.96 - $228.19 $356K - $398K
131K $28.9M
R
Ryder System Inc

Industrials
5.13K
New
$130.14 - $160.88 $668K - $825K
5.13K $815K
TTC
Toro CO

Industrials
11.5K
New
$63.51 - $77.8 $731K - $895K
11.5K $813K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
4.07K
+ 104.02%
$196.72 - $266.32 $800K - $1.08M
7.98K $1.84M
CVS
Cvs Health Corp

Healthcare
11.2K
+ 34.99%
$60.04 - $70.18 $671K - $785K
43.1K $2.98M
DCI
Donaldson CO Inc

Industrials
11.5K
+ 369.46%
$59.18 - $71.02 $682K - $818K
14.6K $1.01M
MOH
Molina Healthcare, Inc.

Healthcare
2.82K
+ 189.13%
$290.25 - $353.24 $818K - $995K
4.31K $1.28M
LKQ
Lkq Corp

Consumer Cyclical
21.4K
New
$36.86 - $43.38 $789K - $928K
21.4K $791K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.2K
+ 31.6%
$177.93 - $313.14 $214K - $376K
5K $1.57M
TDG
Trans Digm Group Inc

Industrials
342
+ 17.76%
$1231.75 - $1520.64 $421K - $520K
2.27K $3.45M
DUK
Duke Energy Corp

Utilities
7.92K
+ 20.88%
$112.46 - $124.05 $890K - $982K
45.8K $5.41M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
11K
New
$40.51 - $71.03 $447K - $783K
11K $775K
CARR
Carrier Global Corp

Industrials
4.31K
+ 9.18%
$55.55 - $75.83 $239K - $327K
51.2K $3.75M
MTCH
Match Group, Inc.

Communication Services
24.6K
New
$27.03 - $31.93 $666K - $787K
24.6K $761K
RLI
Rli Corp

Financial Services
10.4K
New
$71.27 - $80.82 $743K - $843K
10.4K $753K
IJS
Ishares S&P Smallcap 600 Value

ETFs
5.61K
+ 6.39%
$83.54 - $100.04 $469K - $561K
93.5K $9.3M
ES
Eversource Energy

Utilities
11.4K
+ 212.0%
$54.25 - $65.89 $618K - $751K
16.8K $1.07M
FNDX
Schwab Fundamental U S Large C

ETFs
25.6K
+ 22.63%
$20.84 - $24.54 $533K - $627K
139K $3.4M
AWR
American States Water CO

Utilities
9.52K
New
$75.1 - $81.3 $715K - $774K
9.52K $729K
PNR
Pentair PLC

Industrials
4.72K
+ 29.93%
$76.17 - $103.58 $360K - $489K
20.5K $2.11M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
15.6K
+ 87.73%
$45.12 - $46.23 $704K - $721K
33.4K $1.54M
HPQ
Hp Inc

Technology
33.6K
+ 103.03%
$21.88 - $29.32 $736K - $986K
66.3K $1.62M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
52.2K
New
$13.55 - $16.25 $708K - $849K
52.2K $714K
CSX
Csx Corp

Industrials
15.6K
+ 24.54%
$26.69 - $32.91 $416K - $513K
79.1K $2.58M
ELS
Equity Lifestyle Properties Inc

Real Estate
11.5K
New
$61.46 - $68.02 $705K - $780K
11.5K $706K
SPOT
Spotify Technology S.A.

Communication Services
244
+ 10.32%
$503.3 - $775.9 $123K - $189K
2.61K $2M
CSL
Carlisle Companies Inc

Industrials
1.82K
+ 264.96%
$317.1 - $408.5 $576K - $741K
2.5K $933K
CBSH
Commerce Bancshares Inc

Financial Services
11.3K
New
$55.42 - $65.63 $625K - $740K
11.3K $700K
DELL
Dell Technologies Inc.

Technology
2.01K
+ 13.94%
$71.63 - $125.98 $144K - $253K
16.4K $2.01M
TGT
Target Corp

Consumer Defensive
21.3K
+ 8.66%
$88.76 - $105.77 $1.89M - $2.25M
267K $26.4M
IGM
Ishares Expanded Tech Sector E

ETFs
6.12K
New
$79.8 - $112.34 $489K - $688K
6.12K $687K
BSCV
Invesco ETF Self Indexed Fd Tr
41K
+ 103.59%
$15.97 - $16.53 $655K - $678K
80.6K $1.33M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
7.51K
+ 42.97%
$60.34 - $74.89 $453K - $562K
25K $1.87M
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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