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
ED
Consolidated Edison Inc

Utilities
-1.56K
- 3.21%
$98.05 - $113.3 $153K - $177K
47.1K $4.72M
FSLR
First Solar, Inc.

Technology
-7.59K
- 47.27%
$120.38 - $192.98 $914K - $1.47M
8.47K $1.4M
SYY
Sysco Corp

Consumer Defensive
-8.24K
- 38.58%
$68.0 - $75.91 $561K - $626K
13.1K $994K
PSX
Phillips 66

Energy
-3.41K
- 7.09%
$92.87 - $125.73 $316K - $428K
44.6K $5.32M
YUM
Yum Brands Inc

Consumer Cyclical
-2.54K
- 10.21%
$138.36 - $161.45 $351K - $410K
22.3K $3.31M
MDT
Medtronic PLC

Healthcare
-5.29K
- 10.31%
$80.68 - $88.86 $427K - $470K
46K $4.01M
NFG
National Fuel Gas CO

Energy
-8.5K
- 38.64%
$73.0 - $86.01 $620K - $731K
13.5K $1.14M
ABR
Arbor Realty Trust Inc

Real Estate
-43K
- 33.53%
$8.92 - $11.89 $383K - $511K
85.2K $911K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-17.4K
- 59.73%
$30.28 - $36.05 $528K - $629K
11.8K $424K
IP
International Paper CO

Consumer Cyclical
-4.85K
- 9.13%
$43.89 - $54.46 $213K - $264K
48.3K $2.26M
FDS
Factset Research Systems Inc

Financial Services
-1.21K
- 48.6%
$398.85 - $473.32 $483K - $574K
1.28K $573K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-6.21K
- 5.44%
$85.42 - $94.39 $530K - $586K
108K $10.1M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-235
- 0.21%
$21.02 - $26.3 $4.94K - $6.18K
110K $2.32M
LNT
Alliant Energy Corp

Utilities
-7.27K
- 33.26%
$58.79 - $64.85 $427K - $471K
14.6K $881K
AOS
Smith A O Corp

Industrials
-7.67K
- 41.76%
$59.63 - $70.52 $457K - $541K
10.7K $700K
A
Agilent Technologies, Inc.

Healthcare
-4.42K
- 19.22%
$99.29 - $120.52 $439K - $533K
18.6K $2.19M
BP
Bp PLC

Energy
-12.4K
- 41.71%
$26.11 - $33.81 $323K - $418K
17.3K $517K
SIZE
Ishares Msci Usa Size Factor E

ETFs
-4.22K
- 22.15%
$128.15 - $154.54 $540K - $651K
14.8K $2.29M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-14.4K
- 30.33%
$42.95 - $53.21 $617K - $764K
33K $1.75M
WMB
Williams Companies, Inc.

Energy
-9.75K
- 20.09%
$54.33 - $62.87 $530K - $613K
38.8K $2.44M
ET
Energy Transfer LP

Energy
-16.8K
- 4.8%
$15.65 - $18.93 $263K - $318K
333K $6.03M
BBY
Best Buy CO Inc

Consumer Cyclical
-5.21K
- 30.98%
$56.17 - $75.73 $292K - $394K
11.6K $778K
FTV
Fortive Corp

Technology
-3.42K
- 27.96%
$52.13 - $74.29 $178K - $254K
8.82K $459K
CMF
Ishares California Muni Bond E

ETFs
-7.62K
- 34.32%
$54.52 - $56.7 $415K - $432K
14.6K $812K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-46.3K
- 33.71%
$7.69 - $11.46 $356K - $530K
91K $1.04M
SNSR
Global X Fds Internet Of Thing

ETFs
-20K
- 28.61%
$27.45 - $37.76 $548K - $754K
49.8K $1.88M
GILD
Gilead Sciences, Inc.

Healthcare
-2.84K
- 4.07%
$96.91 - $113.0 $275K - $320K
66.8K $7.41M
PCG
Pg&E Corp

Utilities
-19.4K
- 51.04%
$13.55 - $17.87 $263K - $347K
18.6K $259K
PSA
Public Storage

Real Estate
-1.23K
- 23.56%
$266.31 - $309.77 $327K - $380K
3.98K $1.17M
CACC
Credit Acceptance Corp

Financial Services
-670
- 21.12%
$443.32 - $529.8 $297K - $355K
2.5K $1.28M
AOK
Ishares Tr Core Conservative A

ETFs
-15.9K
- 8.75%
$36.09 - $39.07 $575K - $623K
166K $6.49M
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
-20.5K
- 5.12%
$9.72 - $10.39 $199K - $213K
380K $3.77M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-11K
- 25.12%
$60.22 - $80.1 $663K - $882K
32.8K $2.63M
BSX
Boston Scientific Corp

Healthcare
-11.7K
- 8.48%
$89.7 - $107.41 $1.05M - $1.25M
126K $13.5M
FDLO
Fidelity Covington Tr Low Vola

ETFs
-9.94K
- 7.9%
$54.44 - $62.8 $541K - $624K
116K $7.28M
WST
West Pharmaceutical Services Inc

Healthcare
-1.53K
- 53.87%
$190.39 - $227.7 $292K - $349K
1.31K $287K
NETZ
Engine No 1 ETF Tr Transform C

ETFs
-4.67K
- 30.94%
N/A
10.4K $775K
FIS
Fidelity National Information Services, Inc.

Technology
-5.54K
- 35.89%
$68.14 - $82.13 $377K - $455K
9.89K $805K
ITW
Illinois Tool Works Inc

Industrials
-1.26K
- 3.62%
$218.41 - $252.43 $275K - $318K
33.6K $8.31M
IAU
Ishares Gold Trust

ETFs
-11.6K
- 10.06%
$56.1 - $64.74 $652K - $752K
104K $6.48M
NVO
Novo Nordisk A S

Healthcare
-3.43K
- 1.62%
$58.08 - $81.05 $199K - $278K
208K $14.4M
IDNA
Ishares Tr Genomics Immunology

ETFs
-15.8K
- 31.72%
$17.92 - $21.5 $284K - $340K
34.1K $698K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
-13.9K
- 7.24%
$22.57 - $23.23 $313K - $322K
178K $4.13M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-9.54K
- 31.91%
$27.55 - $29.44 $263K - $281K
20.4K $563K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-15K
- 5.34%
$90.56 - $109.49 $1.35M - $1.64M
265K $28.9M
EMN
Eastman Chemical CO

Basic Materials
-393
- 1.96%
$72.7 - $88.29 $28.6K - $34.7K
19.7K $1.47M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-3.43K
- 6.15%
N/A
52.4K $4.5M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
-32.1K
- 3.89%
$44.42 - $51.46 $1.43M - $1.65M
793K $40.7M
KHC
Kraft Heinz CO

Consumer Defensive
-5.98K
- 20.14%
$25.61 - $30.81 $153K - $184K
23.7K $611K
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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