Lido Advisors, LLC Incresed Positions in Q2 2025

Lido Advisors, LLC

  • $25.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
20.4M
+ 70.04%
$19.49 - $19.66 $398M - $401M
49.6M $974M
NVDA
Nvidia Corp

Technology
391K
+ 9.22%
$94.31 - $157.99 $36.8M - $61.7M
4.63M $731M
MSFT
Microsoft Corp

Technology
151K
+ 11.6%
$354.56 - $497.45 $53.5M - $75M
1.45M $722M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
64.8K
+ 3.2%
$139.8 - $197.22 $9.06M - $12.8M
2.09M $413M
AMZN
Amazon Com Inc

Consumer Cyclical
206K
+ 16.56%
$167.32 - $223.3 $34.4M - $45.9M
1.45M $318M
AVGO
Broadcom Inc.

Technology
53.4K
+ 9.07%
$146.29 - $275.65 $7.81M - $14.7M
642K $177M
IVW
Ishares S&P 500 Growth ETF

ETFs
205K
+ 6.39%
$82.96 - $110.1 $17M - $22.6M
3.42M $376M
NFLX
Netflix Inc

Communication Services
14.2K
+ 18.54%
$855.86 - $1339.13 $12.2M - $19.1M
91.1K $122M
IWF
Ishares Russell 1000 Gr ETF

ETFs
82.3K
+ 39.49%
$320.42 - $424.58 $26.4M - $34.9M
291K $123M
QQQ
Invesco Qqq Trust, Series 1

ETFs
37.1K
+ 12.17%
$416.06 - $551.64 $15.4M - $20.5M
342K $189M
META
Meta Platforms, Inc.

Communication Services
5.98K
+ 2.69%
$484.66 - $738.09 $2.9M - $4.42M
228K $169M
VUG
Vanguard Growth ETF

ETFs
74.6K
+ 109.73%
$329.49 - $438.4 $24.6M - $32.7M
143K $62.5M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
446K
+ 68.94%
$82.21 - $83.12 $36.7M - $37.1M
1.09M $90.6M
MGK
Vanguard Mega Cap Growth ETF

ETFs
98.9K
+ 1557.39%
$273.67 - $366.17 $27.1M - $36.2M
105K $38.6M
VEA
Vanguard Ftse Developed Market

ETFs
502K
+ 70.72%
$45.65 - $57.01 $22.9M - $28.6M
1.21M $69.1M
JPM
Jpmorgan Chase & CO

Financial Services
44.3K
+ 10.51%
$210.28 - $289.91 $9.32M - $12.9M
466K $135M
GOOGL
Alphabet Inc.

Communication Services
86.7K
+ 11.58%
$144.7 - $178.6 $12.5M - $15.5M
835K $147M
IWB
Ishares Tr Russell 1000 ETF

ETFs
87.4K
+ 313.13%
$272.36 - $339.57 $23.8M - $29.7M
115K $39.2M
TSLA
Tesla, Inc.

Consumer Cyclical
37.7K
+ 13.41%
$221.86 - $362.89 $8.36M - $13.7M
319K $101M
ITOT
Ishares Core S&P Total U.S. St

ETFs
10.4K
+ 0.55%
$108.12 - $135.04 $1.12M - $1.4M
1.9M $256M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
125K
+ 7.93%
$60.99 - $77.53 $7.64M - $9.71M
1.7M $132M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
252K
+ 1192.9%
$90.21 - $112.66 $22.7M - $28.4M
273K $24.9M
GOOG
Alphabet Inc.

Communication Services
47.1K
+ 7.05%
$146.58 - $180.01 $6.9M - $8.47M
715K $127M
PLTR
Palantir Technologies Inc.

Technology
36.1K
+ 11.3%
$74.01 - $144.25 $2.67M - $5.21M
356K $48.5M
WMT
Walmart Inc.

Consumer Defensive
156K
+ 27.93%
$81.79 - $99.98 $12.8M - $15.6M
714K $69.9M
ORCL
Oracle Corp

Technology
17.3K
+ 8.08%
$122.82 - $218.63 $2.12M - $3.78M
231K $50.5M
FCOM
Fidelity Covington Tr Msci Com

ETFs
80.2K
+ 4.49%
$50.44 - $64.81 $4.05M - $5.2M
1.87M $121M
VTI
Vanguard Total Stock Market Et

ETFs
25K
+ 6.35%
$243.75 - $303.93 $6.1M - $7.6M
419K $127M
VTV
Vanguard Value ETF

ETFs
91.9K
+ 43.73%
$153.67 - $176.74 $14.1M - $16.2M
302K $53.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
211K
+ 746.28%
$77.74 - $78.78 $16.4M - $16.6M
239K $18.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
9.03K
+ 3.85%
$141.37 - $228.57 $1.28M - $2.06M
243K $55.1M
ETN
Eaton Corp PLC

Industrials
21.7K
+ 22.33%
$246.52 - $356.99 $5.34M - $7.73M
119K $42.4M
VONG
Vanguard Russell 1000 Growth E

ETFs
96.9K
+ 35.1%
$82.51 - $109.2 $7.99M - $10.6M
373K $40.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
280K
+ 196.95%
$39.89 - $49.46 $11.2M - $13.8M
422K $20.9M
PWR
Quanta Services, Inc.

Industrials
24.5K
+ 58.79%
$239.47 - $381.26 $5.86M - $9.33M
66.1K $25M
NOW
Service Now, Inc.

Technology
9.21K
+ 43.26%
$721.65 - $1040.18 $6.64M - $9.58M
30.5K $31.3M
COST
Costco Wholesale Corp

Consumer Defensive
11.4K
+ 16.82%
$908.13 - $1056.85 $10.4M - $12M
79.2K $78.4M
XLK
Technology Sector Spdr

ETFs
29.4K
+ 21.08%
$179.73 - $253.23 $5.29M - $7.45M
169K $42.8M
V
Visa Inc.

Financial Services
37K
+ 21.76%
$308.27 - $373.31 $11.4M - $13.8M
207K $73.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
243K
+ 527.46%
$51.14 - $57.0 $12.4M - $13.8M
289K $16.4M
PANW
Palo Alto Networks Inc

Technology
25.4K
+ 10.32%
$152.44 - $204.64 $3.87M - $5.19M
271K $55.5M
VGT
Vanguard Information Technolog

ETFs
4.96K
+ 5.95%
$470.37 - $663.28 $2.33M - $3.29M
88.4K $58.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
137K
+ 166.58%
$72.96 - $90.39 $10M - $12.4M
219K $19.6M
IWV
Ishares Russell 3000 ETF

ETFs
6.61K
+ 2.25%
$281.67 - $351.0 $1.86M - $2.32M
301K $106M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
49K
+ 1614.41%
$171.4 - $227.1 $8.39M - $11.1M
52K $11.8M
BSCU
Invesco Exc Self Ind Tr

ETFs
602K
+ 14.47%
$16.31 - $16.78 $9.82M - $10.1M
4.77M $80M
FTNT
Fortinet, Inc.

Technology
99.9K
+ 408.17%
$84.71 - $108.69 $8.46M - $10.9M
124K $13.1M
ADI
Analog Devices Inc

Technology
24.3K
+ 20.01%
$164.6 - $238.02 $4.01M - $5.8M
146K $34.8M
IWD
Ishares Russell 1000 Val ETF

ETFs
47.7K
+ 33.46%
$166.82 - $194.23 $7.96M - $9.26M
190K $37M
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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