Lido Advisors, LLC New Holdings in Q3 2025

Lido Advisors, LLC

  • $31.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.18M
New
$26.38 - $27.95 $31.2M - $33.1M
1.18M $32.3M
VHT
Vanguard Health Care ETF

ETFs
110K
New
$239.12 - $259.95 $26.3M - $28.6M
110K $28.6M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
443K
New
$39.39 - $42.09 $17.4M - $18.6M
443K $18.5M
HEFA
Ishares Currency Hedged Msci E

ETFs
346K
New
$37.2 - $39.61 $12.9M - $13.7M
346K $13.7M
SBAC
Sba Communications Corp

Real Estate
67.4K
New
$191.35 - $239.35 $12.9M - $16.1M
67.4K $13M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
219K
New
$50.9 - $52.37 $11.2M - $11.5M
219K $11.5M
RCII
Rent A Center Inc De

Industrials
364K
New
N/A
364K $9.71M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
488K
New
$12.9 - $13.59 $6.3M - $6.64M
488K $6.56M
GWRE
Guidewire Software, Inc.

Technology
28K
New
$207.82 - $261.88 $5.81M - $7.32M
28K $6.43M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
219K
New
$21.77 - $22.57 $4.77M - $4.94M
219K $4.91M
TDIV
First Trust Nasdaq Technology

ETFs
41.8K
New
$89.27 - $100.33 $3.73M - $4.2M
41.8K $4.12M
IHDG
Wisdomtree Tr

ETFs
82.3K
New
$43.81 - $46.31 $3.6M - $3.81M
82.3K $3.79M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
105K
New
$29.8 - $32.29 $3.12M - $3.38M
105K $3.36M
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
38.1K
New
$60.44 - $84.2 $2.3M - $3.21M
38.1K $3.21M
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
72.1K
New
$39.51 - $42.64 $2.85M - $3.07M
72.1K $3.02M
EOSE
Eos Energy Enterprises, Inc.

Industrials
241K
New
$4.63 - $11.17 $1.12M - $2.69M
241K $2.66M
KOMP
Spdr S&P Kensho New Economies

ETFs
38K
New
$54.38 - $62.69 $2.07M - $2.38M
38K $2.37M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
50.3K
New
$42.67 - $46.91 $2.15M - $2.36M
50.3K $2.36M
XT
Ishares Tr Exponential Technol

ETFs
32.1K
New
$65.04 - $71.97 $2.09M - $2.31M
32.1K $2.31M
INOD
Innodata Inc

Technology
32K
New
$36.68 - $75.94 $1.17M - $2.43M
32K $2.31M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
116K
New
$17.13 - $17.98 $1.99M - $2.08M
116K $2.06M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
48.4K
New
$34.31 - $38.09 $1.66M - $1.84M
48.4K $1.84M
FDRR
Fidelity Covington Tr Divid Et

ETFs
31.2K
New
$54.44 - $58.63 $1.7M - $1.83M
31.2K $1.83M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
81.7K
New
$20.76 - $21.78 $1.7M - $1.78M
81.7K $1.76M
QCRH
Qcr Holdings Inc

Financial Services
18.3K
New
$69.91 - $80.74 $1.28M - $1.47M
18.3K $1.38M
DGS
Wisdomtree Emerging Markets Sm

ETFs
22.1K
New
$54.85 - $58.99 $1.21M - $1.3M
22.1K $1.26M
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
43.5K
New
$27.26 - $29.27 $1.19M - $1.27M
43.5K $1.25M
VCIT
Vanguard Intermediate Term Cor

ETFs
14.2K
New
$81.75 - $84.54 $1.16M - $1.2M
14.2K $1.2M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
21.2K
New
$50.85 - $51.35 $1.08M - $1.09M
21.2K $1.09M
ICLN
Ishares

ETFs
69.6K
New
$13.22 - $15.48 $920K - $1.08M
69.6K $1.08M
GBIL
Goldman Sachs Access Treasury

ETFs
10.1K
New
$99.82 - $100.23 $1.01M - $1.01M
10.1K $1.01M
NBTB
Nbt Bancorp Inc

Financial Services
24.1K
New
$40.56 - $45.07 $976K - $1.08M
24.1K $1.01M
DDD
3 D Systems Corp

Technology
337K
New
$1.56 - $3.11 $525K - $1.05M
337K $976K
ARIS
Aris Water Solutions, Inc.

Utilities
37.9K
New
$19.69 - $24.66 $745K - $934K
37.9K $933K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
39.7K
New
$22.36 - $22.52 $887K - $894K
39.7K $893K
PFM
Invesco Exchange Traded Fd Tr

ETFs
16.8K
New
$48.04 - $50.89 $806K - $854K
16.8K $851K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
19.3K
New
$42.13 - $44.1 $814K - $852K
19.3K $832K
BTI
British American Tobacco P.L.C.

Consumer Defensive
15.6K
New
$46.69 - $59.27 $727K - $923K
15.6K $826K
SATS
Echo Star Corp

Technology
10.8K
New
$26.33 - $83.57 $284K - $903K
10.8K $824K
NWSA
News Corp

Communication Services
25.6K
New
$28.38 - $31.03 $725K - $793K
25.6K $784K
SOUN
Soundhound Ai, Inc.

Technology
48.7K
New
$10.11 - $18.05 $492K - $879K
48.7K $782K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
10.6K
New
$69.02 - $73.57 $732K - $781K
10.6K $780K
ENTG
Entegris Inc

Technology
8.42K
New
$72.03 - $95.97 $606K - $808K
8.42K $778K
ICSH
Blackrock Ultra Short Term Bon

ETFs
13.6K
New
$50.52 - $50.75 $687K - $690K
13.6K $690K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
6.57K
New
$64.22 - $99.03 $422K - $651K
6.57K $651K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
59.5K
New
$10.02 - $10.85 $597K - $646K
59.5K $646K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
69.8K
New
$6.18 - $9.0 $432K - $629K
69.8K $628K
BE
Bloom Energy Corp

Industrials
7.04K
New
$22.13 - $86.27 $156K - $608K
7.04K $595K
VRSN
Verisign Inc

Technology
2.13K
New
$263.02 - $305.98 $560K - $652K
2.13K $595K
Activity Summary
Buys All Purchases 1139 New Holdings 206 Increased Positions 933 Sells All Sells 348 Reductions 348 Sold out 0 Options Calls 51 Puts 97
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