Lido Advisors, LLC Reduced Holdings in Q3 2025

Lido Advisors, LLC

  • $31.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-9.4M
- 15.17%
$19.49 - $19.61 $183M - $184M
52.6M $1.03B
XLF
Financial Sector Spdr

ETFs
-405K
- 56.21%
$51.37 - $54.25 $20.8M - $22M
316K $17M
XLC
Select Sector Spdr Tr Communic

ETFs
-193K
- 75.41%
$105.99 - $119.41 $20.4M - $23M
62.9K $7.45M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-235K
- 21.49%
$82.38 - $83.0 $19.4M - $19.5M
859K $71.2M
MTG
Mgic Investment Corp

Financial Services
-620K
- 96.38%
$25.06 - $28.92 $15.5M - $17.9M
23.3K $660K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-209K
- 87.15%
$78.11 - $79.07 $16.3M - $16.5M
30.8K $2.43M
XLY
Select Sector Spdr Consumer Di

ETFs
-70.4K
- 60.78%
$216.09 - $242.18 $15.2M - $17.1M
45.4K $10.9M
VEA
Vanguard Ftse Developed Market

ETFs
-246K
- 20.3%
$56.02 - $60.3 $13.8M - $14.8M
966K $57.9M
USFR
Wisdomtree Floating Rate Treas

ETFs
-203K
- 15.61%
$50.23 - $50.48 $10.2M - $10.2M
1.1M $55.2M
INTU
Intuit Inc

Technology
-4.01K
- 10.94%
$646.03 - $807.39 $2.59M - $3.24M
32.6K $22.3M
FSTA
Fidelity Covington Tr Msci Con

ETFs
-60.5K
- 4.32%
$49.57 - $52.57 $3M - $3.18M
1.34M $66.7M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-238K
- 4.51%
$20.41 - $20.67 $4.86M - $4.92M
5.04M $104M
PR
Permian Resources Corporation

Energy
-224K
- 21.16%
$12.8 - $14.51 $2.87M - $3.25M
836K $10.7M
FICO
Fair Isaac Corp

Technology
-1.79K
- 65.26%
$1311.26 - $1869.83 $2.35M - $3.35M
955 $1.43M
CLSK
Cleanspark, Inc.

Technology
-323K
- 92.03%
$9.08 - $14.87 $2.94M - $4.81M
28K $407K
ATR
Aptargroup, Inc.

Healthcare
-12.1K
- 19.98%
$130.82 - $161.82 $1.59M - $1.96M
48.6K $6.49M
WDAY
Workday, Inc.

Technology
-10.6K
- 47.0%
$213.69 - $247.69 $2.26M - $2.62M
11.9K $2.87M
VNQ
Vanguard Specialized Funds Van

ETFs
-28.3K
- 15.26%
$88.47 - $93.24 $2.5M - $2.64M
157K $14.4M
LNTH
Lantheus Holdings, Inc.

Healthcare
-474
- 0.7%
$50.11 - $83.83 $23.8K - $39.7K
67.2K $3.44M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-17.9K
- 10.05%
$117.65 - $120.08 $2.11M - $2.15M
161K $19.2M
UPS
United Parcel Service Inc

Industrials
-8.5K
- 10.97%
$82.58 - $105.54 $702K - $898K
69K $5.77M
XLI
Industrial Sector Spdr

ETFs
-15.3K
- 19.38%
$147.94 - $154.99 $2.26M - $2.37M
63.6K $9.81M
TQQQ
Proshares Ultrapro Qqq

ETFs
-23K
- 52.17%
$80.89 - $104.72 $1.86M - $2.41M
21.1K $2.18M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-26.7K
- 8.08%
$50.81 - $51.07 $1.36M - $1.36M
304K $15.5M
EAT
Brinker International, Inc

Consumer Cyclical
-2.63K
- 15.73%
$126.68 - $184.02 $334K - $485K
14.1K $1.79M
MOH
Molina Healthcare, Inc.

Healthcare
-2.89K
- 67.06%
$152.31 - $306.29 $440K - $885K
1.42K $271K
PCTY
Paylocity Holding Corp

Technology
-4.79K
- 70.9%
$159.27 - $190.36 $764K - $913K
1.97K $313K
CL
Colgate Palmolive CO

Consumer Defensive
-1.77K
- 3.04%
$79.36 - $93.33 $140K - $165K
56.4K $4.51M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-5.24K
- 6.48%
$60.9 - $70.75 $319K - $371K
75.7K $4.73M
HEI
Heico Corp

Industrials
-2.07K
- 56.3%
$304.5 - $337.56 $632K - $700K
1.61K $519K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
-28K
- 3.53%
$50.16 - $52.45 $1.41M - $1.47M
765K $40M
STZ
Constellation Brands, Inc.

Consumer Defensive
-778
- 3.9%
$131.78 - $176.09 $103K - $137K
19.2K $2.58M
ELV
Elevance Health, Inc.

Healthcare
-917
- 17.41%
$274.66 - $395.76 $252K - $363K
4.35K $1.41M
ROK
Rockwell Automation, Inc

Industrials
-2.39K
- 20.82%
$328.67 - $358.52 $785K - $856K
9.08K $3.17M
CTSH
Cognizant Technology Solutions Corp

Technology
-5.66K
- 26.2%
$66.67 - $80.98 $377K - $458K
15.9K $1.07M
VGSH
Vanguard

ETFs
-9.83K
- 11.31%
$58.43 - $58.88 $575K - $579K
77.1K $4.54M
BNDX
Vanguard Total International B

ETFs
-11.5K
- 56.18%
$49.0 - $49.51 $566K - $572K
9.01K $445K
GKOS
Glaukos Corp

Healthcare
-2.36K
- 13.57%
$79.92 - $106.55 $189K - $252K
15.1K $1.23M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-4.96K
- 9.31%
$25.5 - $35.2 $126K - $174K
48.2K $1.23M
MBB
Ishares Tr

ETFs
-5.73K
- 38.0%
$92.46 - $95.73 $530K - $548K
9.35K $889K
GDDY
Go Daddy Inc.

Technology
-2.44K
- 55.47%
$133.35 - $178.59 $326K - $436K
1.96K $268K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-5.8K
- 55.88%
$94.17 - $99.95 $546K - $579K
4.58K $457K
WOR
Worthington Industries Inc

Industrials
-2.34K
- 5.02%
$52.79 - $67.39 $124K - $158K
44.3K $2.46M
AOS
Smith A O Corp

Industrials
-7.96K
- 74.48%
$67.24 - $74.3 $535K - $592K
2.73K $200K
QLD
Proshares Ultra Qqq

ETFs
-5.2K
- 40.62%
$115.66 - $138.31 $601K - $719K
7.6K $1.04M
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
-58.3K
- 15.74%
$10.08 - $10.96 $588K - $639K
312K $3.39M
RC
Ready Capital Corp

Real Estate
-97.4K
- 89.66%
$3.71 - $4.66 $361K - $454K
11.2K $43K
PAR
Par Technology Corp

Technology
-1.22K
- 9.87%
$39.58 - $71.23 $48.4K - $87.1K
11.2K $442K
CINF
Cincinnati Financial Corp

Financial Services
-3.39K
- 25.99%
$145.8 - $158.1 $495K - $536K
9.66K $1.53M
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
Track This Portfolio

Track Lido Advisors, LLC Portfolio

Follow Lido Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lido Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lido Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email