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
TWLO
Twilio Inc

Communication Services
49
+ 0.3%
$81.34 - $124.36 $3.99K - $6.09K
16.2K $2.01M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.62K
+ 14.4%
$149.76 - $186.42 $242K - $301K
12.8K $2.39M
BMI
Badger Meter Inc

Technology
651
+ 13.79%
$170.72 - $254.17 $111K - $165K
5.37K $1.32M
INTC
Intel Corp

Technology
21.7K
+ 9.22%
$18.13 - $22.69 $394K - $493K
257K $5.76M
CL
Colgate Palmolive CO

Consumer Defensive
6.12K
+ 11.77%
$87.57 - $96.0 $536K - $588K
58.1K $5.28M
RBLX
Roblox Corp

Communication Services
106
+ 1.26%
$51.22 - $105.59 $5.43K - $11.2K
8.53K $897K
FNDF
Schwab Fundamental Intl Large

ETFs
5.84K
+ 13.31%
$32.25 - $40.02 $188K - $234K
49.7K $1.99M
RWR
Spdr Dow Jones Reit ETF

ETFs
4.36K
+ 67.83%
$86.33 - $99.71 $376K - $435K
10.8K $1.04M
CIEN
Ciena Corp

Technology
3.63K
+ 75.64%
$53.5 - $83.89 $194K - $305K
8.44K $686K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
20K
+ 34.94%
$17.5 - $18.46 $350K - $369K
77.3K $1.43M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.18K
+ 10.68%
$49.57 - $50.27 $356K - $361K
74.4K $3.74M
VOT
Vanguard Mid Cap Growth Index

ETFs
939
+ 32.46%
$216.28 - $284.39 $203K - $267K
3.83K $1.09M
EXR
Extra Space Storage Inc.

Real Estate
2.63K
+ 31.85%
$126.61 - $152.99 $333K - $403K
10.9K $1.61M
NDAQ
Nasdaq, Inc.

Financial Services
959
+ 4.5%
$66.4 - $89.42 $63.7K - $85.8K
22.3K $1.99M
SCHR
Schwab Intermediate Term Us Tr

ETFs
14.8K
+ 154.47%
$24.54 - $25.07 $364K - $372K
24.5K $612K
UPRO
Proshares Trust Proshares Ultr

ETFs
799
+ 4.73%
$50.65 - $91.44 $40.5K - $73.1K
17.7K $1.62M
BSMU
Invesco Exchange Self Ind Tr

ETFs
17.2K
+ 26.46%
$20.97 - $21.71 $361K - $373K
82.2K $1.77M
FRT
Federal Realty Investment Trust

Real Estate
4.03K
+ 49.36%
$83.56 - $99.08 $337K - $400K
12.2K $1.16M
NEM
Newmont Corp

Basic Materials
3.82K
+ 27.93%
$44.18 - $59.46 $169K - $227K
17.5K $1.02M
LPLA
Lpl Financial Holdings Inc.

Financial Services
710
+ 40.02%
$283.31 - $388.96 $201K - $276K
2.48K $931K
SHW
Sherwin Williams CO

Basic Materials
1.61K
+ 4.29%
$313.51 - $363.51 $505K - $585K
39.1K $13.4M
HPE
Hewlett Packard Enterprise CO

Technology
803
+ 1.28%
$12.51 - $20.45 $10K - $16.4K
63.4K $1.3M
MKC
Mccormick & CO Inc

Consumer Defensive
5.9K
+ 32.9%
$71.11 - $82.25 $419K - $485K
23.8K $1.81M
AWI
Armstrong World Industries Inc

Industrials
1.7K
+ 73.87%
$126.1 - $163.12 $215K - $278K
4.01K $650K
VTHR
Vanguard Russell 3000 ETF

ETFs
1
+ 0.01%
$218.71 - $272.75 $219 - $273
12.5K $3.42M
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
IGF
Ishares Global Infrastructure

ETFs
3.86K
+ 20.11%
$50.55 - $59.83 $195K - $231K
23K $1.36M
CTVA
Corteva, Inc.

Basic Materials
679
+ 3.04%
$55.52 - $74.53 $37.7K - $50.6K
23K $1.72M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.46K
+ 34.79%
$483.07 - $625.6 $707K - $916K
5.67K $2.98M
FOUR
Shift4 Payments, Inc.

Technology
282
+ 1.82%
$72.5 - $99.11 $20.4K - $27.9K
15.8K $1.57M
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
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
ADSK
Autodesk, Inc.

Technology
1.16K
+ 5.97%
N/A
20.7K $5.08M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
27.2K
+ 37.54%
$8.45 - $9.78 $230K - $266K
99.8K $972K
CW
Curtiss Wright Corp

Industrials
142
+ 11.75%
$283.18 - $488.55 $40.2K - $69.4K
1.35K $659K
ABC
Amerisourcebergen Corp

Healthcare
1.49K
+ 22.99%
N/A
7.96K $1.47M
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
STE
Steris PLC

Healthcare
1.04K
+ 77.15%
$208.55 - $252.55 $217K - $263K
2.39K $573K
FNDA
Schwab Fundamental U S Small C

ETFs
6.87K
+ 12.28%
$23.85 - $28.69 $164K - $197K
62.8K $1.8M
DDOG
Datadog, Inc.

Technology
1.33K
+ 52.8%
$87.0 - $134.33 $116K - $179K
3.85K $517K
HSY
Hershey CO

Consumer Defensive
1.78K
+ 29.37%
$151.29 - $173.13 $269K - $308K
7.84K $1.3M
VMC
Vulcan Materials CO

Basic Materials
395
+ 6.95%
$226.49 - $276.01 $89.5K - $109K
6.08K $1.59M
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
O
Realty Income Corp

Real Estate
4.76K
+ 10.88%
$52.27 - $58.52 $249K - $279K
48.5K $2.79M
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.42K
+ 23.51%
$91.23 - $97.27 $221K - $235K
12.7K $1.24M
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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