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
DKNG
Draft Kings Inc.

Consumer Cyclical
1.72K
+ 21.86%
$31.67 - $42.89 $54.6K - $73.9K
9.61K $412K
SE
Sea LTD

Consumer Cyclical
163
+ 3.89%
$105.57 - $170.4 $17.2K - $27.8K
4.36K $696K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
4.05K
+ 2.59%
$24.31 - $25.29 $98.4K - $102K
160K $4.06M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
895
+ 1.89%
$17.11 - $21.71 $15.3K - $19.4K
48.2K $1.05M
MAS
Masco Corp

Industrials
3.4K
+ 23.91%
$58.73 - $71.06 $200K - $242K
17.6K $1.13M
PNQI
Invesco Nasdaq Internet ETF

ETFs
1.24K
+ 12.51%
$39.02 - $52.21 $48.3K - $64.6K
11.1K $581K
OLED
Universal Display Corp Pa

Technology
419
+ 7.95%
$106.6 - $161.02 $44.7K - $67.5K
5.69K $878K
D
Dominion Energy, Inc

Utilities
2.25K
+ 7.32%
$49.66 - $58.0 $112K - $130K
32.9K $1.86M
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.32K
+ 41.65%
$78.98 - $90.1 $105K - $119K
4.5K $405K
MLPA
Global X Mlp ETF

ETFs
4.01K
+ 20.0%
$46.47 - $54.16 $186K - $217K
24K $1.21M
SPXC
Spx Corp

Industrials
226
+ 9.06%
$120.66 - $167.68 $27.3K - $37.9K
2.72K $456K
AOA
Ishares Tr Core Aggressive All

ETFs
894
+ 10.59%
$69.46 - $83.4 $62.1K - $74.6K
9.33K $778K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
6.4K
+ 33.11%
$11.9 - $15.57 $76.1K - $99.6K
25.7K $395K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.5K
+ 16.71%
$52.31 - $63.72 $78.5K - $95.6K
10.5K $667K
TOST
Toast, Inc.

Technology
188
+ 1.73%
$30.03 - $45.23 $5.65K - $8.5K
11K $489K
FNDC
Schwab Fundamental Intl Small

ETFs
1.98K
+ 27.36%
$32.97 - $42.05 $65.2K - $83.1K
9.2K $386K
CINF
Cincinnati Financial Corp

Financial Services
727
+ 5.9%
$126.6 - $151.6 $92K - $110K
13.1K $1.94M
WAT
Waters Corp

Healthcare
445
+ 25.55%
$307.71 - $366.67 $137K - $163K
2.19K $763K
NTRS
Northern Trust Corp

Financial Services
356
+ 13.46%
$84.45 - $126.79 $30.1K - $45.1K
3K $380K
BOND
Pimco Active Bond Exchange Tra

ETFs
1.34K
+ 8.92%
$89.87 - $92.93 $120K - $124K
16.3K $1.5M
IXN
Ishares Global Information Tec

ETFs
432
+ 9.67%
$65.81 - $92.34 $28.4K - $39.9K
4.9K $452K
HST
Host Hotels & Resorts, Inc.

Real Estate
1.46K
+ 1.9%
$12.7 - $16.07 $18.6K - $23.5K
78.6K $1.21M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
2
+ 0.01%
$26.38 - $32.66 $52.8 - $65.3
36.4K $1.19M
PPA
Invesco Exchange Traded Fd Tr

ETFs
179
+ 5.2%
$105.2 - $141.69 $18.8K - $25.4K
3.62K $513K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
2.4K
+ 26.92%
$36.25 - $42.28 $86.9K - $101K
11.3K $477K
ANSS
Ansys Inc

Technology
83
+ 3.52%
$284.19 - $351.22 $23.6K - $29.2K
2.44K $856K
AIG
American International Group, Inc.

Financial Services
1.56K
+ 8.51%
$77.56 - $87.72 $121K - $137K
19.9K $1.7M
GM
General Motors CO

Consumer Cyclical
12
+ 0.02%
$42.48 - $50.46 $510 - $606
49K $2.41M
TM
Toyota Motor Corp

Consumer Cyclical
673
+ 30.89%
$158.63 - $195.39 $107K - $131K
2.85K $491K
OTIS
Otis Worldwide Corp

Industrials
1.48K
+ 14.96%
$90.88 - $104.3 $134K - $154K
11.3K $1.12M
RACE
Ferrari N.V.

Consumer Cyclical
107
+ 13.24%
$397.86 - $499.02 $42.6K - $53.4K
915 $449K
ENSG
Ensign Group, Inc

Healthcare
148
+ 4.62%
$119.93 - $156.36 $17.7K - $23.1K
3.35K $516K
EL
Estee Lauder Companies Inc

Consumer Defensive
575
+ 16.38%
$50.06 - $80.8 $28.8K - $46.5K
4.09K $330K
FISV
Fiserv Inc

Technology
773
+ 2.3%
N/A
34.4K $4.31M
EQT
Eqt Corp

Energy
1.32K
+ 34.35%
$46.11 - $60.44 $61K - $80K
5.18K $301K
TYL
Tyler Technologies Inc

Technology
131
+ 9.05%
$521.68 - $592.84 $68.3K - $77.7K
1.58K $936K
LADR
Ladder Capital Corp

Real Estate
32.8K
+ 8.38%
$9.86 - $11.4 $324K - $374K
425K $4.57M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
4.6K
+ 19.68%
$10.8 - $16.92 $49.6K - $77.8K
27.9K $383K
AINV
Apollo Investment Corp

Financial Services
8.31K
+ 13.65%
N/A
69.2K $769K
ALLE
Allegion PLC

Industrials
412
+ 17.41%
$118.52 - $145.64 $48.8K - $60K
2.78K $400K
STWD
Starwood Property Trust, Inc.

Real Estate
2.28K
+ 1.51%
$17.28 - $20.41 $39.5K - $46.6K
153K $3.07M
SBUX
Starbucks Corp

Consumer Cyclical
11.9K
+ 7.68%
$79.69 - $99.41 $946K - $1.18M
167K $15.3M
GPI
Group 1 Automotive Inc

Consumer Cyclical
103
+ 13.57%
$372.3 - $448.86 $38.3K - $46.2K
862 $376K
ODFL
Old Dominion Freight Line, Inc.

Industrials
567
+ 29.08%
$146.74 - $176.07 $83.2K - $99.8K
2.52K $408K
WTW
Willis Towers Watson PLC

Financial Services
398
+ 34.91%
$295.96 - $337.43 $118K - $134K
1.54K $471K
NMFC
New Mountain Finance Corp

Financial Services
9.16K
+ 38.03%
$9.11 - $11.09 $83.4K - $102K
33.2K $350K
IWC
Russell Micro Cap ETF

ETFs
1
+ 0.02%
$97.43 - $127.66 $97.4 - $128
5.1K $650K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
3.7K
+ 17.95%
$23.03 - $23.64 $85.2K - $87.5K
24.3K $570K
KRE
Spdr S&P Regional Banking ETF

ETFs
495
+ 2.52%
$48.81 - $59.48 $24.2K - $29.4K
20.1K $1.2M
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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