Lido Advisors, LLC Incresed Positions in Q3 2025

Lido Advisors, LLC

  • $31.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
23.2M
+ 493.71%
$20.66 - $20.74 $479M - $480M
27.9M $576M
SPY
Spdr S&P 500 ETF Trust

ETFs
299K
+ 9.88%
$617.65 - $666.84 $185M - $200M
3.33M $2.22B
AAPL
Apple Inc.

Technology
476K
+ 12.26%
$202.38 - $256.87 $96.4M - $122M
4.36M $1.11B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
15.1M
+ 30.41%
$19.61 - $19.79 $296M - $298M
64.6M $1.27B
NVDA
Nvidia Corp

Technology
586K
+ 12.66%
$153.3 - $186.58 $89.9M - $109M
5.22M $973M
MSFT
Microsoft Corp

Technology
389K
+ 26.8%
$491.09 - $535.64 $191M - $208M
1.84M $953M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
239K
+ 89.12%
$567.77 - $614.76 $136M - $147M
507K $310M
IEFA
Ishares Tr

ETFs
1.56M
+ 684.45%
$81.7 - $87.53 $128M - $137M
1.79M $156M
GOOGL
Alphabet Inc.

Communication Services
322K
+ 38.53%
$174.36 - $254.72 $56.1M - $82M
1.16M $281M
AMZN
Amazon Com Inc

Consumer Cyclical
339K
+ 23.39%
$211.65 - $238.24 $71.7M - $80.7M
1.79M $392M
TSLA
Tesla, Inc.

Consumer Cyclical
51K
+ 16.02%
$293.94 - $444.72 $15M - $22.7M
370K $164M
IVW
Ishares S&P 500 Growth ETF

ETFs
221K
+ 6.47%
$108.97 - $121.65 $24.1M - $26.9M
3.64M $439M
AVGO
Broadcom Inc.

Technology
85K
+ 13.24%
$264.74 - $369.57 $22.5M - $31.4M
727K $240M
GOOG
Alphabet Inc.

Communication Services
39.2K
+ 5.48%
$175.16 - $255.24 $6.86M - $9.99M
754K $184M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
620K
+ 8977.22%
$84.28 - $89.46 $52.2M - $55.4M
627K $55.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
684K
+ 14184.93%
$72.65 - $78.68 $49.7M - $53.9M
689K $54M
IWF
Ishares Russell 1000 Gr ETF

ETFs
85.9K
+ 29.55%
$420.11 - $472.68 $36.1M - $40.6M
377K $176M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
3.08K
+ 0.15%
$195.29 - $223.85 $602K - $690K
2.1M $466M
JPM
Jpmorgan Chase & CO

Financial Services
122K
+ 26.21%
$282.78 - $316.06 $34.6M - $38.6M
588K $186M
IVE
Ishares S&P 500 Value ETF

ETFs
150K
+ 9.17%
$194.44 - $206.51 $29.2M - $31M
1.79M $369M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
83K
+ 35.22%
$459.11 - $506.91 $38.1M - $42.1M
319K $160M
BSCU
Invesco Exc Self Ind Tr

ETFs
2.36M
+ 49.47%
$16.67 - $17.03 $39.3M - $40.2M
7.12M $120M
IEMG
Ishares Inc

ETFs
748K
+ 611.1%
N/A
870K $46.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
38.8K
+ 11.33%
$546.99 - $602.2 $21.2M - $23.3M
381K $229M
VGT
Vanguard Information Technolog

ETFs
39.9K
+ 45.2%
$656.44 - $753.15 $26.2M - $30.1M
128K $95.8M
ACWI
Ishares Msci Acwi ETF

ETFs
238K
+ 226.11%
$128.32 - $138.41 $30.6M - $33M
344K $47.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
498K
+ 116.09%
$62.09 - $66.51 $30.9M - $33.1M
927K $60.5M
LHX
L3 Harris Technologies, Inc.

Industrials
100K
+ 971.93%
$252.18 - $305.41 $25.3M - $30.6M
111K $33.8M
META
Meta Platforms, Inc.

Communication Services
42.2K
+ 18.47%
$695.21 - $791.73 $29.3M - $33.4M
271K $199M
ORCL
Oracle Corp

Technology
54.8K
+ 23.73%
$218.96 - $328.33 $12M - $18M
286K $80.4M
WMT
Walmart Inc.

Consumer Defensive
236K
+ 33.03%
$94.4 - $104.27 $22.3M - $24.6M
950K $98M
COST
Costco Wholesale Corp

Consumer Defensive
34.3K
+ 43.38%
$915.95 - $994.57 $31.5M - $34.2M
113K $105M
ABBV
Abb Vie Inc.

Healthcare
37.3K
+ 9.81%
$184.85 - $231.54 $6.89M - $8.63M
417K $96.6M
FCOM
Fidelity Covington Tr Msci Com

ETFs
195K
+ 10.42%
$63.98 - $72.59 $12.4M - $14.1M
2.06M $146M
PLTR
Palantir Technologies Inc.

Technology
48.1K
+ 13.54%
$130.68 - $186.97 $6.29M - $9M
404K $73.6M
HD
Home Depot, Inc.

Consumer Cyclical
42.5K
+ 22.08%
$357.4 - $423.42 $15.2M - $18M
235K $95.3M
FDIS
Fidelity Covington Tr Msci Con

ETFs
123K
+ 9.03%
$93.41 - $104.11 $11.5M - $12.8M
1.48M $152M
GLD
Spdr Gold Trust

ETFs
33.6K
+ 13.51%
$300.96 - $355.47 $10.1M - $11.9M
282K $100M
JNJ
Johnson & Johnson

Healthcare
75K
+ 24.49%
$155.17 - $185.42 $11.6M - $13.9M
381K $70.7M
IVV
Ishares Core S&P 500 ETF

ETFs
4.4K
+ 1.07%
$620.67 - $670.08 $2.73M - $2.95M
414K $277M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
196K
+ 7.82%
$72.91 - $77.23 $14.3M - $15.1M
2.7M $206M
LLY
Eli Lilly & CO

Healthcare
28.5K
+ 28.23%
$625.65 - $812.69 $17.8M - $23.1M
129K $98.6M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
419K
+ 836.66%
$42.26 - $47.16 $17.7M - $19.8M
469K $21.7M
KLAC
Kla Corp

Technology
15.6K
+ 110.92%
$843.9 - $1078.6 $13.2M - $16.8M
29.7K $32M
VTI
Vanguard Total Stock Market Et

ETFs
27.5K
+ 6.55%
$303.93 - $329.86 $8.35M - $9.06M
447K $147M
MS
Morgan Stanley

Financial Services
93.9K
+ 59.21%
$139.09 - $161.16 $13.1M - $15.1M
252K $40.1M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
61.9K
+ 67.51%
$236.25 - $257.69 $14.6M - $16M
154K $39.4M
VEU
Vanguard Ftse All World Ex Us

ETFs
240K
+ 897.84%
$66.38 - $71.68 $15.9M - $17.2M
266K $19M
VLUE
Ishares Msci Usa Value Factor

ETFs
133K
+ 561.54%
$111.55 - $125.05 $14.9M - $16.7M
157K $19.6M
Activity Summary
Buys All Purchases 1139 New Holdings 206 Increased Positions 933 Sells All Sells 348 Reductions 348 Sold out 0 Options Calls 51 Puts 97
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