Lido Advisors, LLC Reduced Holdings in Q2 2025

Lido Advisors, LLC

  • $25.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.4M
- 52.86%
$496.48 - $617.85 $1.69B - $2.1B
3.03M $1.87B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-35.6M
- 88.35%
$20.66 - $20.74 $735M - $738M
4.69M $97M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-674K
- 98.99%
$71.28 - $83.74 $48M - $56.4M
6.9K $577K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-2.18M
- 80.76%
$22.27 - $29.21 $48.5M - $63.7M
519K $15.2M
BX
Blackstone Inc.

Financial Services
-267K
- 77.69%
$120.07 - $151.11 $32M - $40.3M
76.6K $11.5M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.11M
- 1.77%
$19.44 - $19.56 $21.7M - $21.8M
62M $1.21B
DIS
Walt Disney CO

Communication Services
-218K
- 57.85%
$81.72 - $124.01 $17.8M - $27.1M
159K $19.7M
VEU
Vanguard Ftse All World Ex Us

ETFs
-232K
- 89.69%
$54.19 - $67.22 $12.6M - $15.6M
26.7K $1.8M
USFR
Wisdomtree Floating Rate Treas

ETFs
-215K
- 14.2%
$50.28 - $50.47 $10.8M - $10.9M
1.3M $65.4M
ABBV
Abb Vie Inc.

Healthcare
-3.27K
- 0.85%
$170.16 - $206.27 $556K - $675K
380K $70.5M
XOM
Exxon Mobil Corp

Energy
-18.1K
- 2.9%
$99.93 - $119.04 $1.81M - $2.16M
607K $65.4M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-307K
- 62.6%
$27.29 - $29.28 $8.38M - $8.99M
183K $5.37M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-175K
- 63.95%
$49.79 - $50.59 $8.72M - $8.86M
98.8K $5M
WELL
Welltower Inc.

Real Estate
-50.3K
- 54.27%
$136.49 - $155.22 $6.87M - $7.81M
42.4K $6.52M
GRMN
Garmin LTD

Technology
-34.3K
- 83.42%
$173.63 - $218.07 $5.95M - $7.48M
6.81K $1.42M
TRGP
Targa Resources Corp.

Energy
-36K
- 84.9%
$157.32 - $205.72 $5.66M - $7.4M
6.4K $1.11M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-58.9K
- 24.8%
$116.93 - $119.39 $6.89M - $7.03M
179K $21.3M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-13.2K
- 17.9%
$430.72 - $497.52 $5.69M - $6.58M
60.6K $27.3M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-38.8K
- 88.73%
$136.63 - $176.62 $5.3M - $6.85M
4.92K $830K
UNP
Union Pacific Corp

Industrials
-25.3K
- 30.11%
$208.27 - $238.46 $5.27M - $6.04M
58.8K $13.5M
DD
Du Pont De Nemours, Inc.

Basic Materials
-77.2K
- 75.51%
$55.13 - $75.25 $4.26M - $5.81M
25K $1.72M
SRE
Sempra Energy

Utilities
-83.9K
- 83.19%
$63.78 - $78.91 $5.35M - $6.62M
16.9K $1.28M
FITB
Fifth Third Bancorp

Financial Services
-148K
- 58.03%
$33.32 - $41.51 $4.92M - $6.13M
107K $4.4M
STZ
Constellation Brands, Inc.

Consumer Defensive
-26.7K
- 57.25%
$160.0 - $195.62 $4.27M - $5.22M
19.9K $3.24M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-153K
- 74.25%
$32.56 - $35.71 $4.99M - $5.48M
53.2K $1.76M
ACWI
Ishares Msci Acwi ETF

ETFs
-56.6K
- 34.94%
$103.59 - $128.6 $5.86M - $7.28M
105K $13.6M
BIIB
Biogen Inc.

Healthcare
-37.9K
- 88.04%
$113.38 - $135.49 $4.3M - $5.13M
5.15K $646K
JNJ
Johnson & Johnson

Healthcare
-7.11K
- 2.27%
$146.36 - $159.82 $1.04M - $1.14M
306K $46.8M
MTG
Mgic Investment Corp

Financial Services
-289K
- 30.97%
$22.43 - $28.1 $6.48M - $8.11M
644K $17.9M
C
Citigroup Inc

Financial Services
-89.7K
- 51.68%
$58.13 - $85.12 $5.22M - $7.64M
83.9K $7.14M
BA
Boeing CO

Industrials
-42.3K
- 44.6%
$136.59 - $217.51 $5.77M - $9.2M
52.5K $11M
ZBRA
Zebra Technologies Corp

Technology
-17.9K
- 88.79%
$213.54 - $309.26 $3.83M - $5.55M
2.26K $698K
SLB
Schlumberger Limited

Energy
-90.5K
- 41.49%
$31.95 - $42.2 $2.89M - $3.82M
128K $4.31M
NTAP
Net App, Inc.

Technology
-54.6K
- 86.5%
$76.1 - $106.55 $4.16M - $5.82M
8.53K $908K
PR
Permian Resources Corporation

Energy
-302K
- 22.18%
$10.36 - $14.93 $3.13M - $4.51M
1.06M $14.4M
T
At&T Inc.

Communication Services
-157K
- 26.78%
$26.33 - $28.94 $4.12M - $4.53M
428K $12.4M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-39.2K
- 20.51%
$103.88 - $123.68 $4.07M - $4.84M
152K $18.8M
MRNA
Moderna, Inc.

Healthcare
-141K
- 91.21%
$23.65 - $28.54 $3.33M - $4.02M
13.6K $374K
BAC
Bank Of America Corp

Financial Services
-146K
- 27.63%
$34.39 - $47.46 $5.02M - $6.93M
383K $18.1M
ON
On Semiconductor Corp

Technology
-104K
- 81.41%
$31.95 - $54.21 $3.31M - $5.62M
23.7K $1.24M
TFC
Truist Financial Corp

Financial Services
-95.7K
- 93.34%
$34.79 - $42.99 $3.33M - $4.11M
6.83K $293K
MO
Altria Group, Inc.

Consumer Defensive
-49.8K
- 6.98%
$55.56 - $60.91 $2.77M - $3.03M
663K $38.9M
QCOM
Qualcomm Inc

Technology
-29.8K
- 16.55%
$124.66 - $159.48 $3.72M - $4.76M
150K $24M
VV
Vanguard Large Cap ETF

ETFs
-14.9K
- 75.96%
$228.25 - $285.3 $3.39M - $4.24M
4.7K $1.34M
MUB
Ishares National Muni Bond ETF

ETFs
-33K
- 19.21%
$102.31 - $105.8 $3.38M - $3.49M
139K $14.5M
MMM
3 M CO

Industrials
-26.8K
- 29.42%
$126.09 - $154.15 $3.38M - $4.13M
64.3K $9.79M
BMY
Bristol Myers Squibb CO

Healthcare
-38.8K
- 33.61%
$44.12 - $59.6 $1.71M - $2.31M
76.6K $3.54M
TPL
Texas Pacific Land Corp

Energy
-12
- 0.09%
$1036.28 - $1430.55 $12.4K - $17.2K
12.8K $13.5M
CMCSA
Comcast Corp

Communication Services
-88.6K
- 52.9%
$32.84 - $36.72 $2.91M - $3.25M
78.9K $2.82M
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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