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
TROW
Price T Rowe Group Inc

Financial Services
-3.42K
- 39.56%
$80.27 - $98.06 $274K - $335K
5.22K $503K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
-16.1K
- 23.25%
$19.16 - $23.81 $308K - $382K
53K $1.26M
OVV
Ovintiv Inc.

Energy
-2.09K
- 4.9%
$31.18 - $44.14 $65.1K - $92.2K
40.6K $1.54M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-2.8K
- 25.3%
$160.22 - $209.35 $449K - $586K
8.27K $1.73M
IYH
Ishares Tr

ETFs
-2.4K
- 7.54%
$53.97 - $60.17 $130K - $144K
29.4K $1.66M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-9.2K
- 20.08%
$29.82 - $30.19 $274K - $278K
36.6K $1.11M
VLUE
Ishares Msci Usa Value Factor

ETFs
-3.96K
- 14.28%
$93.5 - $113.21 $370K - $448K
23.8K $2.69M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-5.98K
- 2.23%
$40.64 - $47.27 $243K - $282K
262K $12.2M
NOC
Northrop Grumman Corp

Industrials
-134
- 0.85%
$456.3 - $540.39 $61.1K - $72.4K
15.6K $7.82M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-3.36K
- 15.37%
$77.94 - $79.5 $262K - $267K
18.5K $1.47M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-10.9K
- 4.3%
$22.81 - $22.97 $248K - $250K
242K $5.55M
ALB
Albemarle Corp

Basic Materials
-2.92K
- 40.7%
$50.76 - $72.25 $148K - $211K
4.25K $266K
CHTR
Charter Communications, Inc.

Communication Services
-1.28K
- 18.29%
$321.68 - $427.25 $412K - $548K
5.73K $2.34M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-1.74K
- 31.13%
$67.83 - $92.33 $118K - $160K
3.84K $279K
GL
Globe Life Inc.

Financial Services
-137
- 0.46%
$113.29 - $133.09 $15.5K - $18.2K
29.4K $3.66M
XJR
Ishares Tresg Screened S&P Sma

ETFs
-6.7K
- 39.46%
$32.75 - $39.55 $220K - $265K
10.3K $406K
GPN
Global Payments Inc

Industrials
-408
- 3.65%
$67.47 - $99.6 $27.5K - $40.6K
10.8K $862K
HRI
Herc Holdings Inc

Industrials
-1.61K
- 26.9%
$102.34 - $142.19 $165K - $229K
4.38K $576K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-3.54K
- 2.5%
$48.46 - $50.2 $171K - $178K
138K $6.85M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-8.87K
- 2.74%
$23.29 - $23.38 $207K - $207K
315K $7.35M
UAL
United Airlines Holdings, Inc.

Industrials
-4.38K
- 33.18%
$56.15 - $84.23 $246K - $369K
8.81K $701K
MU
Micron Technology Inc

Technology
-77.4K
- 30.16%
$64.72 - $127.91 $5.01M - $9.9M
179K $22.1M
BAX
Baxter International Inc

Healthcare
-5.03K
- 36.61%
$27.8 - $34.02 $140K - $171K
8.71K $263K
PCAR
Paccar Inc

Industrials
-1.78K
- 12.77%
$86.4 - $99.09 $154K - $176K
12.1K $1.15M
TNC
Tennant CO

Industrials
-2.28K
- 21.4%
$68.18 - $81.07 $156K - $185K
8.39K $650K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-1.32K
- 1.68%
$38.81 - $44.28 $51.2K - $58.4K
77.3K $3.28M
CLX
Clorox CO

Consumer Defensive
-662
- 15.41%
$118.01 - $148.69 $78.1K - $98.4K
3.63K $436K
IFF
International Flavors & Fragrances Inc

Basic Materials
-1.98K
- 15.99%
$66.85 - $79.33 $132K - $157K
10.4K $765K
IBHE
Ishares Ibonds 2025 Term High

ETFs
-8.3K
- 5.62%
$22.98 - $23.27 $191K - $193K
139K $3.24M
SNA
Snap On Inc

Industrials
-454
- 25.14%
$292.36 - $342.2 $133K - $155K
1.35K $420K
SPXS
Direxion Shs ETF Tr Daily S&P

ETFs
-1.62K
- 2.19%
$4.69 - $9.84 $7.58K - $15.9K
72.3K $339K
OXY
Occidental Petroleum Corp

Energy
-1.03K
- 5.28%
$36.11 - $49.33 $37.1K - $50.7K
18.4K $773K
HRL
Hormel Foods Corp

Consumer Defensive
-5.34K
- 14.75%
$29.11 - $31.44 $155K - $168K
30.8K $932K
GTO
Invesco Actively Managed ETF T

ETFs
-3.91K
- 8.49%
$45.73 - $47.2 $179K - $184K
42.1K $1.97M
WTRG
Essential Utilities, Inc.

Utilities
-3.18K
- 11.72%
$36.92 - $41.39 $118K - $132K
24K $890K
RELY
Remitly Global, Inc.

Technology
-4.09K
- 8.09%
$18.65 - $24.49 $76.2K - $100K
46.4K $871K
SLG
Sl Green Realty Corp

Real Estate
-4.11K
- 21.66%
$47.9 - $65.94 $197K - $271K
14.9K $920K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-1.22K
- 27.25%
$100.44 - $129.37 $122K - $157K
3.24K $334K
ECL
Ecolab Inc.

Basic Materials
-2.39K
- 7.92%
$225.65 - $270.95 $540K - $648K
27.8K $7.49M
IQV
Iqvia Holdings Inc.

Healthcare
-532
- 12.83%
$137.0 - $174.37 $72.9K - $92.8K
3.62K $569K
VICI
Vici Properties Inc.

Real Estate
-4.86K
- 24.29%
$29.41 - $32.97 $143K - $160K
15.1K $493K
PRU
Prudential Financial Inc

Financial Services
-346
- 1.23%
$95.12 - $112.71 $32.9K - $39K
27.7K $2.97M
ACIW
Aci Worldwide, Inc.

Technology
-1.4K
- 13.41%
$44.59 - $57.17 $62.3K - $79.9K
9.02K $414K
EVRG
Evergy, Inc.

Utilities
-2.24K
- 10.06%
$64.06 - $69.64 $144K - $156K
20K $1.38M
HTGC
Hercules Capital, Inc.

Financial Services
-5.31K
- 8.67%
$16.24 - $19.1 $86.3K - $101K
56K $1.02M
EFV
Msci Eafe Value ETF

ETFs
-3.51K
- 23.43%
$52.4 - $64.65 $184K - $227K
11.5K $727K
IEF
Ishares Barclays

ETFs
-1.7K
- 5.49%
$93.15 - $96.56 $159K - $164K
29.3K $2.81M
ENB
Enbridge Inc

Energy
-3.59K
- 27.44%
$41.09 - $47.16 $148K - $169K
9.49K $430K
RIO
Rio Tinto PLC

Basic Materials
-1.03K
- 2.15%
$52.32 - $62.75 $53.7K - $64.4K
46.7K $2.73M
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
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