Lido Advisors, LLC Purchases in Q2 2025

Lido Advisors, LLC

  • $25.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
341
+ 4.25%
$96.11 - $173.53 $32.8K - $59.2K
8.37K $1.45M
EME
Emcor Group, Inc.

Industrials
608
New
$342.02 - $534.89 $208K - $325K
608 $325K
S
Sentinel One, Inc.

Technology
17.8K
New
$16.17 - $20.34 $287K - $362K
17.8K $324K
JPIE
J P Morgan Exchange Traded Fd
7K
New
$45.12 - $46.32 $316K - $324K
7K $324K
IGF
Ishares Global Infrastructure

ETFs
3.86K
+ 20.11%
$50.55 - $59.83 $195K - $231K
23K $1.36M
RNST
Renasant Corp

Financial Services
8.74K
New
$27.68 - $36.52 $242K - $319K
8.74K $314K
ITRI
Itron, Inc.

Technology
2.37K
New
$92.04 - $132.78 $218K - $315K
2.37K $312K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
6.72K
New
$45.2 - $46.6 $304K - $313K
6.72K $311K
CRDO
Credo Technology Group Holding LTD

Technology
3.35K
New
$33.3 - $95.05 $112K - $318K
3.35K $310K
CTVA
Corteva, Inc.

Basic Materials
679
+ 3.04%
$55.52 - $74.53 $37.7K - $50.6K
23K $1.72M
GTES
Gates Industrial Corp PLC

Industrials
13.3K
New
$15.56 - $23.13 $207K - $308K
13.3K $306K
BEN
Franklin Resources Inc

Financial Services
12.8K
New
$16.66 - $23.85 $214K - $306K
12.8K $306K
CAMT
Camtek LTD

Technology
3.62K
New
$50.56 - $84.56 $183K - $306K
3.62K $305K
EVTC
Evertec, Inc.

Technology
8.38K
New
$31.89 - $38.37 $267K - $322K
8.38K $302K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
6.95K
New
$40.82 - $43.14 $284K - $300K
6.95K $299K
FOUR
Shift4 Payments, Inc.

Technology
282
+ 1.82%
$72.5 - $99.11 $20.4K - $27.9K
15.8K $1.57M
PARR
Par Pacific Holdings, Inc.

Energy
11.2K
New
$12.23 - $27.87 $137K - $311K
11.2K $296K
PAYX
Paychex Inc

Industrials
2.49K
+ 33.61%
$137.01 - $159.78 $341K - $398K
9.9K $1.44M
CRMD
Cor Medix Inc.

Healthcare
501
+ 1.07%
$5.86 - $16.56 $2.94K - $8.3K
47.2K $582K
QRVO
Qorvo, Inc.

Technology
3.47K
New
$50.81 - $84.91 $176K - $294K
3.47K $294K
CVNA
Carvana Co.

Consumer Cyclical
189
+ 10.57%
$162.57 - $345.64 $30.7K - $65.3K
1.98K $666K
FANG
Diamondback Energy, Inc.

Energy
3.31K
+ 45.61%
$119.25 - $161.49 $394K - $534K
10.6K $1.45M
ICUI
Icu Medical Inc

Healthcare
2.2K
New
$127.74 - $151.04 $281K - $332K
2.2K $290K
ADSK
Autodesk, Inc.

Technology
1.16K
+ 5.97%
N/A
20.7K $5.08M
OTTR
Otter Tail Corp

Utilities
3.72K
New
$74.62 - $81.76 $277K - $304K
3.72K $286K
AVLV
American Centy ETF Tr Avantis
4.1K
New
$56.85 - $68.21 $233K - $280K
4.1K $279K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
27.2K
+ 37.54%
$8.45 - $9.78 $230K - $266K
99.8K $972K
ABC
Amerisourcebergen Corp

Healthcare
1.49K
+ 22.99%
N/A
7.96K $1.47M
CW
Curtiss Wright Corp

Industrials
142
+ 11.75%
$283.18 - $488.55 $40.2K - $69.4K
1.35K $659K
ESS
Essex Property Trust, Inc.

Real Estate
993
+ 0.58%
N/A
171K $46.6M
SMG
Scotts Miracle Gro CO

Basic Materials
363
+ 1.62%
$48.21 - $66.48 $17.5K - $24.1K
22.7K $1.5M
ADMA
Adma Biologics, Inc.

Healthcare
14.9K
New
$17.6 - $24.51 $262K - $365K
14.9K $270K
RAMP
Live Ramp Holdings, Inc.

Technology
8.19K
New
$23.55 - $33.5 $193K - $274K
8.19K $270K
PINS
Pinterest, Inc.

Communication Services
7.5K
New
$24.21 - $35.95 $182K - $270K
7.5K $269K
FNDA
Schwab Fundamental U S Small C

ETFs
6.87K
+ 12.28%
$23.85 - $28.69 $164K - $197K
62.8K $1.8M
STE
Steris PLC

Healthcare
1.04K
+ 77.15%
$208.55 - $252.55 $217K - $263K
2.39K $573K
DDOG
Datadog, Inc.

Technology
1.33K
+ 52.8%
$87.0 - $134.33 $116K - $179K
3.85K $517K
PKI
Perkinelmer Inc

Healthcare
2.2K
New
N/A
2.2K $266K
HSY
Hershey CO

Consumer Defensive
1.78K
+ 29.37%
$151.29 - $173.13 $269K - $308K
7.84K $1.3M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
18.4K
New
$12.76 - $14.51 $235K - $268K
18.4K $264K
WWW
Wolverine World Wide Inc

Consumer Cyclical
14.5K
New
$10.07 - $18.79 $146K - $273K
14.5K $262K
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
4.25K
New
$38.28 - $61.65 $162K - $262K
4.25K $261K
VMC
Vulcan Materials CO

Basic Materials
395
+ 6.95%
$226.49 - $276.01 $89.5K - $109K
6.08K $1.59M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
2.05K
New
$97.32 - $136.25 $200K - $279K
2.05K $260K
NSC
Norfolk Southern Corp

Industrials
536
+ 8.45%
$206.34 - $257.46 $111K - $138K
6.88K $1.76M
PSEC
Prospect Capital Corp

Financial Services
93.2K
+ 222.73%
$3.14 - $4.06 $293K - $378K
135K $429K
AVA
Avista Corp

Utilities
6.8K
New
$36.94 - $42.43 $251K - $289K
6.8K $258K
O
Realty Income Corp

Real Estate
4.76K
+ 10.88%
$52.27 - $58.52 $249K - $279K
48.5K $2.79M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
2.06K
New
$49.95 - $128.54 $103K - $265K
2.06K $256K
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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