Lido Advisors, LLC New Holdings in Q2 2025

Lido Advisors, LLC

  • $25.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IAC
Iac/Inter Active Corp

Communication Services
11K
New
$32.68 - $40.02 $359K - $439K
11K $409K
OGS
One Gas, Inc.

Utilities
5.61K
New
$71.59 - $81.38 $401K - $456K
5.61K $402K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
28.7K
New
$12.71 - $14.52 $364K - $416K
28.7K $398K
ABCB
Ameris Bancorp

Financial Services
6.12K
New
$50.69 - $64.92 $310K - $397K
6.12K $395K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
3.95K
New
$78.85 - $101.3 $311K - $400K
3.95K $389K
EWBC
East West Bancorp Inc

Financial Services
3.8K
New
$71.03 - $101.75 $270K - $387K
3.8K $383K
BWA
Borgwarner Inc

Consumer Cyclical
11.3K
New
$24.84 - $33.92 $282K - $385K
11.3K $379K
MTZ
Mastec Inc

Industrials
2.22K
New
$106.07 - $171.99 $236K - $382K
2.22K $378K
ESI
Element Solutions Inc

Basic Materials
16.6K
New
$17.5 - $22.96 $290K - $380K
16.6K $375K
STRL
Sterling Construction CO Inc

Industrials
1.62K
New
$104.96 - $231.51 $170K - $375K
1.62K $373K
STM
St Microelectronics N.V.

Technology
12.2K
New
$17.78 - $30.41 $216K - $370K
12.2K $369K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
12.8K
New
$28.21 - $28.85 $361K - $370K
12.8K $368K
AVY
Avery Dennison Corp

Industrials
2.09K
New
$159.58 - $183.97 $334K - $385K
2.09K $367K
BYRN
Byrna Technologies Inc.

Industrials
11.7K
New
$14.96 - $33.14 $176K - $389K
11.7K $362K
BCPC
Balchem Corp

Basic Materials
2.24K
New
$150.5 - $170.45 $337K - $382K
2.24K $356K
MKSI
Mks Instruments Inc

Technology
3.53K
New
$58.78 - $100.27 $207K - $354K
3.53K $350K
TBBK
Bancorp, Inc.

Financial Services
6.05K
New
$40.93 - $57.59 $248K - $348K
6.05K $344K
SFBS
Servis First Bancshares, Inc.

Financial Services
4.38K
New
$68.48 - $82.21 $300K - $360K
4.38K $339K
CACI
Caci International Inc

Technology
778
New
N/A
778 $332K
CUBI
Customers Bancorp, Inc.

Financial Services
5.66K
New
$42.75 - $58.98 $242K - $334K
5.66K $332K
CTRE
Care Trust Reit, Inc.

Real Estate
10.8K
New
$26.65 - $30.69 $288K - $332K
10.8K $330K
NPO
Enpro Industries, Inc

Industrials
1.71K
New
$137.27 - $193.1 $234K - $330K
1.71K $327K
DFAI
Dimensional ETF Tr

ETFs
9.42K
New
$28.02 - $34.71 $264K - $327K
9.42K $325K
EME
Emcor Group, Inc.

Industrials
608
New
$342.02 - $534.89 $208K - $325K
608 $325K
S
Sentinel One, Inc.

Technology
17.8K
New
$16.17 - $20.34 $287K - $362K
17.8K $324K
JPIE
J P Morgan Exchange Traded Fd
7K
New
$45.12 - $46.32 $316K - $324K
7K $324K
RNST
Renasant Corp

Financial Services
8.74K
New
$27.68 - $36.52 $242K - $319K
8.74K $314K
ITRI
Itron, Inc.

Technology
2.37K
New
$92.04 - $132.78 $218K - $315K
2.37K $312K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
6.72K
New
$45.2 - $46.6 $304K - $313K
6.72K $311K
CRDO
Credo Technology Group Holding LTD

Technology
3.35K
New
$33.3 - $95.05 $112K - $318K
3.35K $310K
GTES
Gates Industrial Corp PLC

Industrials
13.3K
New
$15.56 - $23.13 $207K - $308K
13.3K $306K
BEN
Franklin Resources Inc

Financial Services
12.8K
New
$16.66 - $23.85 $214K - $306K
12.8K $306K
CAMT
Camtek LTD

Technology
3.62K
New
$50.56 - $84.56 $183K - $306K
3.62K $305K
EVTC
Evertec, Inc.

Technology
8.38K
New
$31.89 - $38.37 $267K - $322K
8.38K $302K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
6.95K
New
$40.82 - $43.14 $284K - $300K
6.95K $299K
PARR
Par Pacific Holdings, Inc.

Energy
11.2K
New
$12.23 - $27.87 $137K - $311K
11.2K $296K
QRVO
Qorvo, Inc.

Technology
3.47K
New
$50.81 - $84.91 $176K - $294K
3.47K $294K
ICUI
Icu Medical Inc

Healthcare
2.2K
New
$127.74 - $151.04 $281K - $332K
2.2K $290K
OTTR
Otter Tail Corp

Utilities
3.72K
New
$74.62 - $81.76 $277K - $304K
3.72K $286K
AVLV
American Centy ETF Tr Avantis
4.1K
New
$56.85 - $68.21 $233K - $280K
4.1K $279K
RAMP
Live Ramp Holdings, Inc.

Technology
8.19K
New
$23.55 - $33.5 $193K - $274K
8.19K $270K
ADMA
Adma Biologics, Inc.

Healthcare
14.9K
New
$17.6 - $24.51 $262K - $365K
14.9K $270K
PINS
Pinterest, Inc.

Communication Services
7.5K
New
$24.21 - $35.95 $182K - $270K
7.5K $269K
PKI
Perkinelmer Inc

Healthcare
2.2K
New
N/A
2.2K $266K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
18.4K
New
$12.76 - $14.51 $235K - $268K
18.4K $264K
WWW
Wolverine World Wide Inc

Consumer Cyclical
14.5K
New
$10.07 - $18.79 $146K - $273K
14.5K $262K
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
4.25K
New
$38.28 - $61.65 $162K - $262K
4.25K $261K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
2.05K
New
$97.32 - $136.25 $200K - $279K
2.05K $260K
AVA
Avista Corp

Utilities
6.8K
New
$36.94 - $42.43 $251K - $289K
6.8K $258K
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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