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
DRI
Darden Restaurants Inc

Consumer Cyclical
5.39K
+ 267.64%
$186.58 - $225.78 $1.01M - $1.22M
7.41K $1.61M
TRV
Travelers Companies, Inc.

Financial Services
4.29K
+ 53.25%
$233.83 - $276.34 $1M - $1.18M
12.3K $3.3M
DOV
Dover Corp

Industrials
5.98K
+ 87.55%
$151.14 - $186.7 $904K - $1.12M
12.8K $2.35M
PAYC
Paycom Software, Inc.

Technology
4.84K
+ 437.79%
$193.07 - $265.71 $935K - $1.29M
5.95K $1.38M
MSTR
Microstrategy Inc

Technology
1.73K
+ 51.0%
$237.95 - $421.61 $412K - $730K
5.13K $2.07M
APG
A Pi Group Corp

Industrials
16.7K
+ 106.69%
$32.2 - $51.23 $537K - $855K
32.3K $1.65M
PEG
Public Service Enterprise Group Inc

Utilities
12.7K
+ 141.09%
$77.13 - $84.18 $981K - $1.07M
21.7K $1.83M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
46.2K
+ 117.47%
$22.66 - $23.41 $1.05M - $1.08M
85.5K $2M
GWW
W.W. Grainger, Inc.

Industrials
924
+ 41.34%
$919.93 - $1101.66 $850K - $1.02M
3.16K $3.29M
MET
Metlife Inc

Financial Services
13.3K
+ 26.07%
$68.42 - $82.49 $910K - $1.1M
64.3K $5.17M
RODM
Hartford Multifactor Developed

ETFs
7.59K
+ 2.92%
$28.23 - $34.22 $214K - $260K
267K $9.12M
AON
Aon PLC

Financial Services
3.68K
+ 61.94%
$335.85 - $398.81 $1.24M - $1.47M
9.63K $3.44M
CSGP
Costar Group, Inc.

Real Estate
13K
+ 159.51%
$72.62 - $83.22 $944K - $1.08M
21.2K $1.7M
LMT
Lockheed Martin Corp

Industrials
1.3K
+ 4.81%
$430.82 - $486.45 $560K - $633K
28.3K $13.1M
AXON
Axon Enterprise, Inc.

Industrials
650
+ 38.81%
$497.13 - $827.94 $323K - $538K
2.33K $1.92M
GLW
Corning Inc

Technology
1K
+ 0.69%
$39.07 - $52.59 $39.2K - $52.8K
147K $7.71M
LDOS
Leidos Holdings, Inc.

Technology
4.79K
+ 42.45%
$132.9 - $160.3 $636K - $767K
16.1K $2.53M
DUOL
Duolingo, Inc.

Technology
10
+ 0.1%
$292.88 - $540.68 $2.93K - $5.41K
10.1K $4.15M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
10.7K
+ 426.45%
$86.97 - $102.82 $927K - $1.1M
13.2K $1.26M
CBRE
Cbre Group, Inc.

Real Estate
6.47K
+ 74.45%
$113.94 - $140.12 $737K - $907K
15.2K $2.12M
USRT
Ishares Core U.S. Reit ETF

ETFs
21.2K
+ 10.16%
$50.37 - $57.97 $1.07M - $1.23M
230K $13M
MSCI
Msci Inc.

Financial Services
1.67K
+ 131.26%
$506.56 - $576.74 $844K - $961K
2.94K $1.69M
CTAS
Cintas Corp

Industrials
2.78K
+ 13.72%
$190.11 - $227.66 $529K - $634K
23.1K $5.14M
IBMP
Ishares Tr Ibonds December 202

ETFs
37.3K
+ 13.39%
$24.98 - $25.35 $933K - $947K
316K $8.02M
DTE
Dte Energy CO

Utilities
8.55K
+ 29.83%
$127.39 - $139.49 $1.09M - $1.19M
37.2K $4.93M
SOXX
Ishares Semiconductor ETF

ETFs
263
+ 1.48%
$154.86 - $239.07 $40.7K - $62.9K
18.1K $4.31M
IBMO
Ishares Tr Ibonds December 202

ETFs
36.8K
+ 13.02%
$25.32 - $25.63 $931K - $942K
319K $8.18M
MCO
Moodys Corp

Financial Services
1.55K
+ 31.39%
$396.7 - $501.59 $614K - $777K
6.48K $3.25M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
35K
+ 12.62%
$26.41 - $26.76 $924K - $937K
312K $8.36M
CI
Cigna Corp

Healthcare
2.68K
+ 9.93%
$301.89 - $340.04 $810K - $913K
29.7K $9.82M
IT
Gartner Inc

Technology
2.39K
+ 75.65%
$377.5 - $449.52 $901K - $1.07M
5.54K $2.24M
QLD
Proshares Ultra Qqq

ETFs
6K
+ 88.25%
$69.34 - $117.71 $416K - $706K
12.8K $1.51M
WDAY
Workday, Inc.

Technology
3.24K
+ 16.81%
$210.47 - $274.71 $682K - $890K
22.5K $5.4M
OMF
One Main Holdings, Inc.

Financial Services
1.88K
+ 1.95%
$40.42 - $57.0 $76K - $107K
98.4K $5.61M
MDLZ
Mondelez International, Inc.

Consumer Defensive
13.6K
+ 20.21%
$63.54 - $68.5 $865K - $932K
81K $5.46M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.74K
+ 4.47%
$108.87 - $133.04 $299K - $365K
64.1K $8.53M
TLT
Ishares Barclays 20+ Year Trea

ETFs
13K
+ 13.72%
$83.97 - $92.85 $1.09M - $1.2M
107K $9.47M
SCHX
Schwab Strategic Tr Us Large C

ETFs
17.2K
+ 8.93%
$19.6 - $24.44 $337K - $420K
210K $5.12M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
18.7K
+ 32.85%
$29.12 - $35.84 $545K - $670K
75.7K $2.71M
CDNS
Cadence Design Systems Inc

Technology
1.78K
+ 33.69%
$231.64 - $323.08 $411K - $573K
7.04K $2.17M
AMT
American Tower Corp

Real Estate
1.75K
+ 1.35%
$203.96 - $228.19 $356K - $398K
131K $28.9M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
4.07K
+ 104.02%
$196.72 - $266.32 $800K - $1.08M
7.98K $1.84M
CVS
Cvs Health Corp

Healthcare
11.2K
+ 34.99%
$60.04 - $70.18 $671K - $785K
43.1K $2.98M
DCI
Donaldson CO Inc

Industrials
11.5K
+ 369.46%
$59.18 - $71.02 $682K - $818K
14.6K $1.01M
MOH
Molina Healthcare, Inc.

Healthcare
2.82K
+ 189.13%
$290.25 - $353.24 $818K - $995K
4.31K $1.28M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.2K
+ 31.6%
$177.93 - $313.14 $214K - $376K
5K $1.57M
DUK
Duke Energy Corp

Utilities
7.92K
+ 20.88%
$112.46 - $124.05 $890K - $982K
45.8K $5.41M
TDG
Trans Digm Group Inc

Industrials
342
+ 17.76%
$1231.75 - $1520.64 $421K - $520K
2.27K $3.45M
CARR
Carrier Global Corp

Industrials
4.31K
+ 9.18%
$55.55 - $75.83 $239K - $327K
51.2K $3.75M
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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