Lido Advisors, LLC Purchases in Q2 2025

Lido Advisors, LLC

  • $25.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PNBK
Patriot National Bancorp Inc

Financial Services
275K
New
$0.9 - $6.71 $248K - $1.85M
275K $418K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
18.2K
New
$21.85 - $22.76 $398K - $414K
18.2K $414K
INTC
Intel Corp

Technology
21.7K
+ 9.22%
$18.13 - $22.69 $394K - $493K
257K $5.76M
CL
Colgate Palmolive CO

Consumer Defensive
6.12K
+ 11.77%
$87.57 - $96.0 $536K - $588K
58.1K $5.28M
EWW
Ishares Inc Msci Mexico ETF

ETFs
7.2K
New
N/A
7.2K $410K
IAC
Iac/Inter Active Corp

Communication Services
11K
New
$32.68 - $40.02 $359K - $439K
11K $409K
RBLX
Roblox Corp

Communication Services
106
+ 1.26%
$51.22 - $105.59 $5.43K - $11.2K
8.53K $897K
FNDF
Schwab Fundamental Intl Large

ETFs
5.84K
+ 13.31%
$32.25 - $40.02 $188K - $234K
49.7K $1.99M
RWR
Spdr Dow Jones Reit ETF

ETFs
4.36K
+ 67.83%
$86.33 - $99.71 $376K - $435K
10.8K $1.04M
OGS
One Gas, Inc.

Utilities
5.61K
New
$71.59 - $81.38 $401K - $456K
5.61K $402K
CIEN
Ciena Corp

Technology
3.63K
+ 75.64%
$53.5 - $83.89 $194K - $305K
8.44K $686K
ABCB
Ameris Bancorp

Financial Services
6.12K
New
$50.69 - $64.92 $310K - $397K
6.12K $395K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
20K
+ 34.94%
$17.5 - $18.46 $350K - $369K
77.3K $1.43M
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
19.3K
+ 28.72%
$20.08 - $20.98 $388K - $405K
86.5K $1.78M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
3.95K
New
$78.85 - $101.3 $311K - $400K
3.95K $389K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.18K
+ 10.68%
$49.57 - $50.27 $356K - $361K
74.4K $3.74M
EWBC
East West Bancorp Inc

Financial Services
3.8K
New
$71.03 - $101.75 $270K - $387K
3.8K $383K
VOT
Vanguard Mid Cap Growth Index

ETFs
939
+ 32.46%
$216.28 - $284.39 $203K - $267K
3.83K $1.09M
BWA
Borgwarner Inc

Consumer Cyclical
11.3K
New
$24.84 - $33.92 $282K - $385K
11.3K $379K
EXR
Extra Space Storage Inc.

Real Estate
2.63K
+ 31.85%
$126.61 - $152.99 $333K - $403K
10.9K $1.61M
MTZ
Mastec Inc

Industrials
2.22K
New
$106.07 - $171.99 $236K - $382K
2.22K $378K
NDAQ
Nasdaq, Inc.

Financial Services
959
+ 4.5%
$66.4 - $89.42 $63.7K - $85.8K
22.3K $1.99M
ESI
Element Solutions Inc

Basic Materials
16.6K
New
$17.5 - $22.96 $290K - $380K
16.6K $375K
SCHR
Schwab Intermediate Term Us Tr

ETFs
14.8K
+ 154.47%
$24.54 - $25.07 $364K - $372K
24.5K $612K
STRL
Sterling Construction CO Inc

Industrials
1.62K
New
$104.96 - $231.51 $170K - $375K
1.62K $373K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
6.66K
New
N/A
6.66K $371K
UPRO
Proshares Trust Proshares Ultr

ETFs
799
+ 4.73%
$50.65 - $91.44 $40.5K - $73.1K
17.7K $1.62M
STM
St Microelectronics N.V.

Technology
12.2K
New
$17.78 - $30.41 $216K - $370K
12.2K $369K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
12.8K
New
$28.21 - $28.85 $361K - $370K
12.8K $368K
AVY
Avery Dennison Corp

Industrials
2.09K
New
$159.58 - $183.97 $334K - $385K
2.09K $367K
BSMU
Invesco Exchange Self Ind Tr

ETFs
17.2K
+ 26.46%
$20.97 - $21.71 $361K - $373K
82.2K $1.77M
BYRN
Byrna Technologies Inc.

Industrials
11.7K
New
$14.96 - $33.14 $176K - $389K
11.7K $362K
FRT
Federal Realty Investment Trust

Real Estate
4.03K
+ 49.36%
$83.56 - $99.08 $337K - $400K
12.2K $1.16M
NEM
Newmont Corp

Basic Materials
3.82K
+ 27.93%
$44.18 - $59.46 $169K - $227K
17.5K $1.02M
BCPC
Balchem Corp

Basic Materials
2.24K
New
$150.5 - $170.45 $337K - $382K
2.24K $356K
LPLA
Lpl Financial Holdings Inc.

Financial Services
710
+ 40.02%
$283.31 - $388.96 $201K - $276K
2.48K $931K
MKSI
Mks Instruments Inc

Technology
3.53K
New
$58.78 - $100.27 $207K - $354K
3.53K $350K
TBBK
Bancorp, Inc.

Financial Services
6.05K
New
$40.93 - $57.59 $248K - $348K
6.05K $344K
SFBS
Servis First Bancshares, Inc.

Financial Services
4.38K
New
$68.48 - $82.21 $300K - $360K
4.38K $339K
SHW
Sherwin Williams CO

Basic Materials
1.61K
+ 4.29%
$313.51 - $363.51 $505K - $585K
39.1K $13.4M
CUBI
Customers Bancorp, Inc.

Financial Services
5.66K
New
$42.75 - $58.98 $242K - $334K
5.66K $332K
CACI
Caci International Inc

Technology
778
New
N/A
778 $332K
HPE
Hewlett Packard Enterprise CO

Technology
803
+ 1.28%
$12.51 - $20.45 $10K - $16.4K
63.4K $1.3M
MKC
Mccormick & CO Inc

Consumer Defensive
5.9K
+ 32.9%
$71.11 - $82.25 $419K - $485K
23.8K $1.81M
CTRE
Care Trust Reit, Inc.

Real Estate
10.8K
New
$26.65 - $30.69 $288K - $332K
10.8K $330K
NPO
Enpro Industries, Inc

Industrials
1.71K
New
$137.27 - $193.1 $234K - $330K
1.71K $327K
VTHR
Vanguard Russell 3000 ETF

ETFs
1
+ 0.01%
$218.71 - $272.75 $219 - $273
12.5K $3.42M
AWI
Armstrong World Industries Inc

Industrials
1.7K
+ 73.87%
$126.1 - $163.12 $215K - $278K
4.01K $650K
DFAI
Dimensional ETF Tr

ETFs
9.42K
New
$28.02 - $34.71 $264K - $327K
9.42K $325K
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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