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
SCHC
Schwab Strategic Tr Intl Small

ETFs
3.71K
+ 26.19%
$32.41 - $42.59 $120K - $158K
17.9K $760K
JCPB
J P Morgan Exchange Traded Fd

ETFs
5.27K
+ 33.56%
$45.9 - $47.2 $242K - $249K
21K $986K
FLEX
Flex Ltd.

Technology
2.19K
+ 26.93%
$26.68 - $50.09 $58.4K - $110K
10.3K $515K
DFUS
Dimensional ETF Tr U S Equity

ETFs
200
+ 0.57%
$53.65 - $67.02 $10.7K - $13.4K
35.5K $2.38M
EXAS
Exact Sciences Corp

Healthcare
189
+ 0.8%
$40.31 - $58.08 $7.62K - $11K
23.9K $1.27M
FN
Fabrinet

Technology
450
+ 39.51%
$171.03 - $298.93 $77K - $135K
1.59K $468K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.76K
+ 30.56%
$109.83 - $131.67 $194K - $232K
7.54K $956K
AZO
Autozone Inc

Consumer Cyclical
76
+ 19.0%
$3478.38 - $3880.15 $264K - $295K
476 $1.77M
IDXX
Idexx Laboratories Inc

Healthcare
22
+ 1.13%
$361.04 - $536.34 $7.94K - $11.8K
1.98K $1.06M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
3.11K
+ 17.0%
$54.27 - $63.01 $169K - $196K
21.4K $1.34M
SLV
I Shares Silver Trust

ETFs
5.24K
+ 15.84%
$27.08 - $33.74 $142K - $177K
38.3K $1.26M
RPG
Invesco Exchange Traded Fd Tr

ETFs
3.46K
+ 35.13%
$33.86 - $45.77 $117K - $158K
13.3K $608K
EXC
Exelon Corp

Utilities
7.54K
+ 20.96%
$42.2 - $47.37 $318K - $357K
43.5K $1.89M
ING
Ing Groep Nv

Financial Services
6.38K
+ 18.63%
$16.62 - $21.98 $106K - $140K
40.6K $888K
ARES
Ares Management Corp

Financial Services
350
+ 5.92%
$118.04 - $175.83 $41.3K - $61.5K
6.26K $1.08M
VEEV
Veeva Systems Inc

Healthcare
88
+ 2.58%
$209.39 - $289.94 $18.4K - $25.5K
3.5K $1.01M
VRT
Vertiv Holdings CO

Industrials
2.47K
+ 74.25%
N/A
5.8K $502K
EBAY
Ebay Inc

Consumer Cyclical
1.76K
+ 15.33%
$59.52 - $79.36 $105K - $140K
13.3K $987K
PRIM
Primoris Services Corp

Industrials
1.64K
+ 42.28%
$52.66 - $80.05 $86.6K - $132K
5.53K $431K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
344
+ 2.39%
$57.46 - $75.58 $19.8K - $26K
14.8K $1.12M
OKE
Oneok Inc

Energy
7.61K
+ 32.39%
$78.71 - $100.37 $599K - $764K
31.1K $2.54M
ONON
On Holding Ag

Consumer Cyclical
285
+ 1.21%
$37.65 - $60.68 $10.7K - $17.3K
23.8K $1.24M
PIPR
Piper Sandler Companies

Financial Services
88
+ 1.47%
$210.78 - $281.82 $18.5K - $24.8K
6.06K $1.68M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
4.21K
+ 30.44%
$37.18 - $42.55 $157K - $179K
18.1K $768K
ERIE
Erie Indemnity CO

Financial Services
991
+ 49.35%
$340.45 - $423.93 $337K - $420K
3K $1.04M
RELX
Relx PLC

Communication Services
2.16K
+ 10.97%
$45.31 - $55.66 $97.8K - $120K
21.8K $1.19M
IMNM
Immunome Inc.

Healthcare
6.09K
+ 11.48%
$5.56 - $9.79 $33.8K - $59.6K
59.1K $549K
CCJ
Cameco Corp

Energy
350
+ 7.05%
$36.68 - $74.46 $12.8K - $26.1K
5.32K $394K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
756
+ 7.78%
$44.23 - $62.66 $33.4K - $47.4K
10.5K $656K
TGTX
Tg Therapeutics, Inc.

Healthcare
5.84K
+ 73.9%
$33.37 - $45.51 $195K - $266K
13.7K $494K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.92K
+ 31.48%
N/A
12.2K $759K
ZION
Zions Bancorporation, National Association

Financial Services
3.11K
+ 38.66%
$41.39 - $51.94 $129K - $161K
11.1K $579K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.8K
+ 6.39%
$100.04 - $100.54 $180K - $181K
30K $3.01M
WPM
Wheaton Precious Metals Corp.

Basic Materials
1.18K
+ 19.88%
$70.56 - $92.75 $83K - $109K
7.09K $636K
FXI
Ishares Tr

ETFs
4.54K
+ 53.3%
$29.59 - $37.41 $134K - $170K
13.1K $479K
EFX
Equifax Inc

Industrials
437
+ 12.05%
$205.5 - $280.54 $89.8K - $123K
4.07K $1.05M
WM
Waste Management Inc

Industrials
991
+ 4.7%
$216.47 - $242.1 $215K - $240K
22.1K $5.05M
CBOE
Cboe Global Markets, Inc.

Financial Services
31
+ 0.13%
$205.81 - $234.23 $6.38K - $7.26K
23.4K $5.45M
CTSH
Cognizant Technology Solutions Corp

Technology
1.79K
+ 9.01%
$66.47 - $81.81 $119K - $146K
21.6K $1.69M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.54K
+ 23.75%
$62.73 - $78.42 $96.8K - $121K
8.04K $623K
DFAT
Dimensional ETF Tr U S Target

ETFs
2.67K
+ 29.73%
$44.8 - $53.97 $119K - $144K
11.6K $627K
KIE
Spdr S&P Insurance ETF

ETFs
3.8K
+ 4.87%
$53.63 - $61.12 $204K - $233K
82K $4.9M
FFIV
F5, Inc.

Technology
112
+ 2.48%
$239.25 - $295.9 $26.8K - $33.1K
4.64K $1.36M
APLE
Apple Hospitality Reit, Inc.

Real Estate
17.2K
+ 51.83%
$10.66 - $12.92 $184K - $222K
50.4K $588K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
4.11K
+ 12.56%
$39.34 - $40.41 $162K - $166K
36.8K $1.48M
GKOS
Glaukos Corp

Healthcare
720
+ 4.31%
$82.27 - $103.29 $59.2K - $74.4K
17.4K $1.8M
IBKR
Interactive Brokers Group, Inc.

Financial Services
6.66K
+ 339.13%
$50.53 - $212.53 $337K - $1.42M
8.63K $478K
HLN
Haleon PLC

Healthcare
14.3K
+ 28.76%
$9.27 - $11.41 $133K - $164K
64.2K $666K
MLM
Martin Marietta Materials Inc

Basic Materials
160
+ 17.62%
$452.51 - $568.19 $72.4K - $90.9K
1.07K $586K
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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