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
PFE
Pfizer Inc

Healthcare
-100K
- 26.5%
$21.59 - $24.84 $2.16M - $2.48M
277K $6.72M
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
-216K
- 36.83%
$9.89 - $10.9 $2.14M - $2.35M
370K $3.82M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-98.5K
- 78.52%
$22.92 - $28.05 $2.26M - $2.76M
26.9K $755K
KLAC
Kla Corp

Technology
-7.69K
- 35.33%
$576.53 - $902.94 $4.44M - $6.95M
14.1K $12.6M
PDI
Pimco Dynamic Income Fund

Financial Services
-100K
- 70.42%
$17.02 - $19.87 $1.71M - $1.99M
42.2K $800K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-53.8K
- 31.34%
$35.77 - $42.27 $1.92M - $2.27M
118K $4.98M
UPS
United Parcel Service Inc

Industrials
-10.9K
- 12.36%
$91.92 - $110.2 $1.01M - $1.2M
77.5K $7.83M
TXN
Texas Instruments Inc

Technology
-9.56K
- 10.92%
N/A
78K $15.2M
CRWD
Crowd Strike Holdings, Inc.

Technology
-13K
- 42.47%
$321.63 - $509.31 $4.19M - $6.64M
17.6K $8.99M
GDDY
Go Daddy Inc.

Technology
-10.1K
- 69.53%
$162.11 - $192.36 $1.63M - $1.93M
4.41K $793K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-890
- 1.48%
$212.1 - $244.27 $189K - $217K
59.1K $12.9M
OMC
Omnicom Group Inc.

Communication Services
-18.5K
- 52.8%
$69.22 - $79.77 $1.28M - $1.47M
16.5K $1.19M
PFF
Ishares Trust Ishares Pfd And

ETFs
-53.7K
- 23.44%
$29.0 - $30.68 $1.56M - $1.65M
175K $5.38M
TRMB
Trimble Inc.

Technology
-25.8K
- 64.18%
$55.12 - $75.98 $1.42M - $1.96M
14.4K $1.09M
AXP
American Express CO

Financial Services
-18.8K
- 20.72%
$231.39 - $318.98 $4.34M - $5.98M
71.8K $22.9M
SYF
Synchrony Financial

Financial Services
-26.8K
- 80.68%
$43.81 - $66.74 $1.18M - $1.79M
6.43K $428K
FCX
Freeport Mcmoran Inc

Basic Materials
-42.5K
- 45.73%
$29.15 - $44.46 $1.24M - $1.89M
50.5K $2.19M
DHR
Danaher Corp

Healthcare
-3.66K
- 4.54%
$174.64 - $205.16 $639K - $751K
77K $15.2M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 12.5%
$725400.0 - $809350.0 $725K - $809K
7 $5.1M
F
Ford Motor CO

Consumer Cyclical
-140K
- 40.48%
$8.69 - $10.85 $1.22M - $1.52M
206K $2.23M
NVR
Nvr Inc

Consumer Cyclical
-172
- 63.7%
$6700.0 - $7410.93 $1.15M - $1.27M
98 $723K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-16.5K
- 35.43%
$70.7 - $82.14 $1.17M - $1.36M
30.1K $2.47M
SPG
Simon Property Group Inc

Real Estate
-6.76K
- 36.18%
$140.37 - $171.44 $949K - $1.16M
11.9K $1.92M
EXPD
Expeditors International Of Washington Inc

Industrials
-8.91K
- 51.7%
$102.84 - $122.24 $917K - $1.09M
8.33K $951K
DVN
Devon Energy Corp

Energy
-27.3K
- 76.29%
$26.8 - $37.92 $733K - $1.04M
8.5K $270K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-14.7K
- 9.02%
$72.02 - $73.82 $1.06M - $1.08M
148K $10.9M
STLD
Steel Dynamics Inc

Basic Materials
-10.4K
- 70.08%
N/A
4.46K $437K
IWX
Ishares Tr Russell 200 Value E

ETFs
-36.7K
- 3.54%
$73.26 - $84.19 $2.69M - $3.09M
1M $84.2M
KMB
Kimberly Clark Corp

Consumer Defensive
-5.39K
- 23.51%
$126.84 - $145.22 $683K - $782K
17.5K $2.26M
LVS
Las Vegas Sands Corp

Consumer Cyclical
-25.7K
- 83.21%
$30.7 - $44.12 $790K - $1.14M
5.19K $225K
IRM
Iron Mountain Inc

Real Estate
-14.8K
- 44.45%
$76.93 - $105.25 $1.14M - $1.56M
18.5K $1.9M
KMI
Kinder Morgan, Inc.

Energy
-37.2K
- 24.31%
$25.21 - $29.4 $937K - $1.09M
116K $3.4M
EOG
Eog Resources Inc

Energy
-6.07K
- 22.63%
$104.61 - $129.97 $635K - $789K
20.7K $2.48M
CDW
Cdw Corp

Technology
-6.59K
- 52.45%
$144.49 - $190.68 $952K - $1.26M
5.97K $1.07M
SRLN
Ssga Active Trust

ETFs
-23K
- 58.76%
$39.47 - $41.59 $907K - $955K
16.1K $670K
ATI
Allegheny Technologies Inc

Industrials
-20.1K
- 84.52%
$41.97 - $86.8 $844K - $1.75M
3.68K $317K
AFL
Aflac Inc

Financial Services
-6.01K
- 13.98%
$99.77 - $112.45 $599K - $675K
37K $3.9M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-9.23K
- 7.1%
$45.07 - $52.57 $416K - $485K
121K $5.91M
XLE
Energy Sector Spdr

ETFs
-632
- 0.7%
$76.44 - $94.13 $48.3K - $59.5K
89.7K $7.61M
SJM
J M Smucker CO

Consumer Defensive
-6.6K
- 72.4%
$94.41 - $118.52 $623K - $782K
2.52K $246K
RSG
Republic Services, Inc.

Industrials
-3.41K
- 27.6%
$227.2 - $258.07 $774K - $879K
8.93K $2.2M
PLD
Prologis, Inc.

Real Estate
-3.42K
- 5.39%
$89.76 - $112.34 $307K - $385K
60.1K $6.32M
FDX
Fedex Corp

Industrials
-2.22K
- 15.97%
$198.07 - $245.17 $440K - $545K
11.7K $2.66M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-20.2K
- 28.74%
$35.35 - $42.68 $714K - $863K
50.1K $2.13M
VZ
Verizon Communications Inc

Communication Services
-2.1K
- 0.69%
$41.67 - $45.62 $87.3K - $95.6K
303K $13.1M
CHD
Church & Dwight CO Inc

Consumer Defensive
-2.08K
- 5.64%
$91.57 - $110.76 $190K - $230K
34.7K $3.34M
ADM
Archer Daniels Midland CO

Consumer Defensive
-17K
- 41.67%
$41.79 - $54.16 $712K - $923K
23.8K $1.26M
EPD
Enterprise Products Partners L.P.

Energy
-2.24K
- 1.11%
$28.95 - $34.22 $64.8K - $76.7K
200K $6.19M
DOW
Dow Inc.

Basic Materials
-15.8K
- 54.97%
$25.81 - $34.89 $408K - $552K
12.9K $342K
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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