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
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
16.4K
New
$9.18 - $11.13 $150K - $182K
16.4K $169K
ROLL
Rbc Bearings Inc

Industrials
650
New
N/A
650 $159K
FRSH
Freshworks Inc.

Technology
10.5K
New
$12.07 - $15.98 $127K - $168K
10.5K $156K
AAL
American Airlines Group Inc.

Industrials
13.3K
New
N/A
13.3K $146K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
13.2K
New
$7.19 - $8.75 $95K - $116K
13.2K $115K
AMCR
Amcor PLC

Consumer Cyclical
11.2K
New
$8.57 - $9.81 $96.2K - $110K
11.2K $103K
IBRX
Immunity Bio, Inc.

Healthcare
35.2K
New
$1.89 - $3.44 $66.5K - $121K
35.2K $92K
USAS
Americas Gold & Silver Corp

Basic Materials
105K
New
$0.41 - $0.84 $42.9K - $87.9K
105K $84K
ALTG
Alta Equipment Group Inc.

Industrials
11.8K
New
$3.95 - $6.38 $46.5K - $75.1K
11.8K $74K
VMEO
Vimeo, Inc.

Technology
17.1K
New
$3.89 - $5.27 $66.6K - $90.2K
17.1K $69K
CRDF
Cardiff Oncology, Inc.

Healthcare
15K
New
$2.38 - $4.3 $35.7K - $64.5K
15K $47K
JMIA
Jumia Technologies Ag

Consumer Cyclical
10.1K
New
$1.73 - $4.02 $17.5K - $40.6K
10.1K $40K
VVR
Invesco Senior Income Trust

Financial Services
10K
New
$3.31 - $3.8 $33.1K - $38K
10K $38K
CLOV
Clover Health Investments, Corp.

Healthcare
11.3K
New
$2.74 - $3.77 $31K - $42.6K
11.3K $31K
TPIC
Tpi Composites, Inc

Industrials
26.7K
New
$0.68 - $1.36 $18.1K - $36.3K
26.7K $22K
LPRO
Open Lending Corp

Financial Services
10K
New
$0.83 - $2.27 $8.3K - $22.7K
10K $19K
CASH
Meta Financial Group Inc

Financial Services
165
New
$67.2 - $83.08 $11.1K - $13.7K
165 $13K
Cava Group Inc
3.75K
New
N/A
3.75K $0
HEIA
Heico Crp Cl A
800
New
N/A
800 $0
Invesco Exch Trd Slf Idx Fd
25.1K
New
N/A
25.1K $0
Healthcare Triangle Inc
50K
New
N/A
50K $0
Atlanta Braves Hldgs Inc
5.24K
New
N/A
5.24K $0
Arm Holdings PLC
2.49K
New
N/A
2.49K $0
GOAU
ETF Ser Solutions Us Global Go
7.96K
New
N/A
7.96K $0
Tortoise Capital Series Trus
44.7K
New
N/A
44.7K $0
Invesco Exch Trd Slf Idx Fd
9.5K
New
N/A
9.5K $0
Rbb Fd Inc
238K
New
N/A
238K $0
Rbb Fd Inc
10.1K
New
N/A
10.1K $0
Schwab Strategic Tr
18.5K
New
N/A
18.5K $0
ALCC
Alt C Acquisition Corp.

Financial Services
4.04K
New
N/A
4.04K $0
Nuveen Churchill Direct Lend
21K
New
N/A
21K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
4.52K
New
N/A
4.52K $0
Ftai Aviation LTD
2.37K
New
N/A
2.37K $0
Stem Inc
22.4K
New
N/A
22.4K $0
Longeveron Inc
11.2K
New
N/A
11.2K $0
Dimensional ETF Trust
69.9K
New
N/A
69.9K $0
Aptiv PLC
10.7K
New
N/A
10.7K $0
Rocket Lab Corp
87.4K
New
N/A
87.4K $0
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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