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
FMAT
Fidelity Covington Tr Msci Mat

ETFs
27.2K
+ 4.97%
$42.02 - $50.36 $1.14M - $1.37M
574K $28.6M
XAR
Spdr S&P Aerospace & Defense E

ETFs
888
+ 2.26%
$144.94 - $210.94 $129K - $187K
40.2K $8.49M
HWM
Howmet Aerospace Inc.

Industrials
2.57K
+ 8.61%
$112.33 - $186.13 $289K - $479K
32.5K $6.04M
VGSH
Vanguard

ETFs
35.9K
+ 70.34%
$58.32 - $58.95 $2.09M - $2.12M
87K $5.11M
IWN
Ishares Russell2000 Val ETF

ETFs
12.8K
+ 90.8%
$131.84 - $157.76 $1.68M - $2.02M
26.9K $4.24M
DASH
Door Dash, Inc.

Communication Services
6.14K
+ 65.9%
$163.16 - $246.51 $1M - $1.51M
15.5K $3.81M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
40.2K
+ 13.85%
$50.52 - $50.92 $2.03M - $2.05M
331K $16.8M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
68.4K
+ 32.24%
$31.07 - $32.25 $2.12M - $2.2M
280K $8.91M
MGC
Vanguard Mega Cap ETF

ETFs
8.76K
+ 841.31%
$179.23 - $224.92 $1.57M - $1.97M
9.8K $2.2M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.96K
+ 2.08%
$97.68 - $121.38 $289K - $359K
145K $17.6M
SNOW
Snowflake Inc.

Technology
461
+ 1.97%
$130.53 - $223.77 $60.2K - $103K
23.9K $5.35M
TQQQ
Proshares Ultrapro Qqq

ETFs
13.6K
+ 44.51%
$38.9 - $83.0 $529K - $1.13M
44.2K $3.67M
SPYG
Spdr Portfolio

ETFs
9.18K
+ 14.31%
$71.83 - $95.32 $659K - $875K
73.3K $6.99M
NVS
Novartis Ag

Healthcare
13.9K
+ 86.11%
$101.96 - $121.01 $1.42M - $1.68M
30K $3.63M
IYW
Ishares Dj Us Tech ETF

ETFs
605
+ 1.16%
$122.57 - $173.27 $74.2K - $105K
52.8K $9.15M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
35.7K
+ 95.49%
$49.79 - $50.75 $1.78M - $1.81M
73.2K $3.71M
PGR
Progressive Corp

Financial Services
7.73K
+ 50.59%
$255.27 - $288.74 $1.97M - $2.23M
23K $6.14M
PG
Procter & Gamble CO

Consumer Defensive
24.2K
+ 13.03%
$157.66 - $172.39 $3.82M - $4.18M
210K $33.5M
MPC
Marathon Petroleum Corp

Energy
9K
+ 69.64%
$118.55 - $170.08 $1.07M - $1.53M
21.9K $3.64M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
19.2K
+ 57.42%
$91.43 - $91.74 $1.75M - $1.76M
52.5K $4.82M
CLSK
Cleanspark, Inc.

Technology
27.5K
+ 8.49%
$6.74 - $11.03 $185K - $303K
351K $3.88M
PH
Parker Hannifin Corp

Industrials
1.53K
+ 23.14%
$517.23 - $700.54 $791K - $1.07M
8.14K $5.69M
NET
Cloudflare, Inc.

Technology
1.28K
+ 8.24%
$97.08 - $195.83 $125K - $251K
16.8K $3.3M
HON
Honeywell International Inc

Industrials
1.21K
+ 2.05%
$182.86 - $232.88 $221K - $281K
59.9K $14M
STX
Seagate Technology Holdings PLC

Technology
6.51K
+ 67.34%
$66.54 - $144.33 $433K - $939K
16.2K $2.33M
CAH
Cardinal Health Inc

Healthcare
2.3K
+ 6.19%
$125.0 - $168.0 $288K - $387K
39.5K $6.64M
ABNB
Airbnb, Inc.

Consumer Cyclical
7.01K
+ 15.58%
$105.69 - $140.64 $741K - $986K
52K $6.89M
COIN
Coinbase Global, Inc.

Technology
2.39K
+ 65.19%
$151.47 - $375.07 $362K - $896K
6.06K $2.12M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
12.6K
+ 9.81%
$45.98 - $56.15 $579K - $707K
141K $7.91M
VFH
Vanguard Financial ETF

ETFs
750
+ 0.43%
$104.87 - $127.3 $78.7K - $95.5K
174K $22.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
16.6K
+ 37.86%
$55.54 - $69.09 $921K - $1.15M
60.4K $4.17M
JBHT
Hunt J B Transport Services Inc

Industrials
13.7K
+ 10.73%
$124.73 - $152.78 $1.71M - $2.09M
141K $20.3M
AOR
Ishares Tr Core Growth Allocat

ETFs
22.3K
+ 448.92%
$53.36 - $61.57 $1.19M - $1.37M
27.3K $1.68M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.39K
+ 2.3%
$41.45 - $54.46 $182K - $239K
196K $10.2M
FREL
Fidelity Covington Tr Msci Rea

ETFs
68.1K
+ 5.9%
$24.18 - $27.61 $1.65M - $1.88M
1.22M $33M
LHX
L3 Harris Technologies, Inc.

Industrials
4.37K
+ 73.47%
$200.21 - $256.99 $875K - $1.12M
10.3K $2.59M
SAR
Saratoga Investment Corp.

Financial Services
56.1K
+ 43.13%
$21.46 - $25.35 $1.2M - $1.42M
186K $4.62M
VIG
Vanguard Dividend Appreciation

ETFs
7.13K
+ 8.01%
N/A
96.1K $17.5M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
15.2K
+ 149.17%
$65.84 - $80.81 $1M - $1.23M
25.4K $2.04M
BRO
Brown & Brown, Inc.

Financial Services
12.4K
+ 193.12%
$104.48 - $124.43 $1.29M - $1.54M
18.8K $2.08M
CMI
Cummins Inc

Industrials
3.34K
+ 24.96%
$267.12 - $336.65 $891K - $1.12M
16.7K $5.47M
SSO
Proshares Ultra S&P 500

ETFs
272
+ 0.32%
$64.8 - $97.72 $17.6K - $26.6K
84.1K $8.21M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
202
+ 0.04%
$17.76 - $22.1 $3.59K - $4.46K
545K $12M
SPGI
S&P Global Inc.

Financial Services
1.74K
+ 9.72%
$438.31 - $527.29 $762K - $916K
19.6K $10.3M
SCCO
Southern Copper Corp

Basic Materials
12.1K
+ 392.14%
$75.63 - $104.64 $917K - $1.27M
15.2K $1.54M
ZTS
Zoetis Inc.

Healthcare
9.44K
+ 33.2%
$144.41 - $170.3 $1.36M - $1.61M
37.9K $5.91M
DLR
Digital Realty Trust, Inc.

Real Estate
5.76K
+ 83.51%
$136.11 - $177.69 $784K - $1.02M
12.7K $2.21M
CME
Cme Group Inc.

Financial Services
4.16K
+ 64.64%
$252.37 - $290.71 $1.05M - $1.21M
10.6K $2.92M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3.6K
+ 61.95%
$224.16 - $285.86 $807K - $1.03M
9.42K $2.69M
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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