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
WDC
Western Digital Corp

Technology
-9.96K
- 46.89%
$30.54 - $63.99 $304K - $637K
11.3K $721K
BKR
Baker Hughes CO

Energy
-555
- 2.72%
$35.0 - $44.92 $19.4K - $24.9K
19.9K $761K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
-2.9K
- 4.97%
$13.77 - $16.67 $40K - $48.4K
55.5K $835K
SO
Southern CO

Utilities
-1.35K
- 1.59%
$84.91 - $92.56 $114K - $125K
83.6K $7.68M
EIX
Edison International

Utilities
-295
- 1.85%
$48.32 - $59.92 $14.3K - $17.7K
15.6K $805K
EAT
Brinker International, Inc

Consumer Cyclical
-4.39K
- 20.78%
$128.68 - $181.78 $565K - $798K
16.7K $3.02M
CFG
Citizens Financial Group Inc

Financial Services
-4.15K
- 27.86%
$34.27 - $44.75 $142K - $186K
10.7K $480K
LEN
Lennar Corp

Consumer Cyclical
-773
- 7.16%
$102.76 - $115.66 $79.4K - $89.4K
10K $1.11M
BNDX
Vanguard Total International B

ETFs
-2.88K
- 12.29%
$48.77 - $49.55 $140K - $143K
20.6K $1.02M
BBDC
Barings Bdc, Inc.

Financial Services
-10.9K
- 16.4%
$7.89 - $9.51 $85.8K - $103K
55.4K $506K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
-2.75K
- 46.18%
$49.85 - $64.51 $137K - $177K
3.2K $206K
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
-5.3K
- 3.01%
$9.36 - $10.03 $49.6K - $53.2K
171K $1.63M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-5.78K
- 2.04%
$43.28 - $50.37 $250K - $291K
278K $13.9M
ROL
Rollins Inc

Consumer Cyclical
-2.59K
- 20.21%
$50.65 - $58.58 $131K - $151K
10.2K $575K
IYR
Ishares Tr

ETFs
-1.03K
- 6.43%
$84.48 - $96.25 $86.6K - $98.7K
14.9K $1.41M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-7.98K
- 6.84%
$10.82 - $12.71 $86.3K - $101K
109K $1.35M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-4.89K
- 6.89%
$24.48 - $24.9 $120K - $122K
66.1K $1.64M
WFC
Wells Fargo & Company

Financial Services
-21.9K
- 11.09%
$60.98 - $80.12 $1.33M - $1.75M
175K $14.1M
XEL
Xcel Energy Inc

Utilities
-555
- 2.1%
$65.65 - $72.39 $36.4K - $40.2K
25.9K $1.76M
TCPC
Black Rock Tcp Capital Corp.

Financial Services
-12.4K
- 30.85%
$6.47 - $8.05 $80.2K - $99.8K
27.8K $213K
HAL
Halliburton CO

Energy
-749
- 4.11%
$19.26 - $25.7 $14.4K - $19.2K
17.5K $355K
NRZ
New Residential Investment Corp.

Real Estate
-14.6K
- 13.56%
N/A
93.1K $675K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.18K
- 1.81%
$50.36 - $50.68 $110K - $110K
118K $5.97M
PAVE
Global X Fds Us Infrastructure

ETFs
-7.57K
- 19.4%
$33.78 - $43.68 $256K - $331K
31.5K $1.37M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-2.1K
- 6.46%
$35.62 - $39.64 $74.8K - $83.2K
30.4K $1.18M
MVF
Blackrock Munivest Fund, Inc.

Financial Services
-7.52K
- 6.64%
$6.54 - $7.1 $49.2K - $53.4K
106K $696K
DVA
Davita Inc.

Healthcare
-442
- 15.76%
$133.5 - $155.51 $59K - $68.7K
2.36K $336K
K
Kellogg CO

Consumer Defensive
-928
- 14.7%
$77.85 - $82.88 $72.2K - $76.9K
5.39K $428K
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
-5.14K
- 4.2%
$9.54 - $10.33 $49K - $53.1K
117K $1.15M
AVB
Avalonbay Communities Inc

Real Estate
-298
- 11.55%
$187.23 - $215.61 $55.8K - $64.3K
2.28K $464K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-2.13K
- 23.29%
$38.18 - $45.52 $81.2K - $96.8K
7K $306K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-4.36K
- 19.27%
$37.77 - $48.45 $165K - $211K
18.3K $885K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-2.35K
- 1.08%
$10.29 - $11.24 $24.2K - $26.4K
216K $2.36M
MAIN
Main Street Capital Corp

Financial Services
-2.32K
- 11.23%
$49.15 - $59.32 $114K - $138K
18.4K $1.08M
IBHG
Ishares Tr Ibonds 2027 Term Hi
-4.67K
- 4.58%
$21.56 - $22.54 $101K - $105K
97.2K $2.19M
HBAN
Huntington Bancshares Inc

Financial Services
-10K
- 19.15%
$12.49 - $16.76 $125K - $168K
42.2K $707K
RF
Regions Financial Corp

Financial Services
-4.83K
- 22.9%
$18.34 - $23.52 $88.5K - $114K
16.2K $382K
AIZ
Assurant, Inc.

Financial Services
-157
- 5.04%
$179.73 - $211.56 $28.2K - $33.2K
2.96K $584K
SLRC
Slr Investment Corp.

Financial Services
-2.21K
- 5.07%
$14.19 - $17.01 $31.4K - $37.6K
41.4K $668K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
-190
- 0.77%
$21.4 - $26.31 $4.07K - $5K
24.4K $529K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-1.47K
- 16.82%
$46.47 - $47.67 $68.5K - $70.2K
7.28K $347K
VPN
Global X Fds Data Ctr Reits &

ETFs
-4.01K
- 7.26%
N/A
51.3K $816K
ATO
Atmos Energy Corp

Utilities
-381
- 3.58%
$145.06 - $162.66 $55.3K - $62K
10.3K $1.58M
AWK
American Water Works Company, Inc.

Utilities
-7
- 0.09%
$133.82 - $151.96 $937 - $1.06K
7.39K $1.03M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-652
- 6.96%
$105.23 - $109.61 $68.6K - $71.5K
8.72K $955K
CMS
Cms Energy Corp

Utilities
-37
- 0.37%
$68.57 - $75.51 $2.54K - $2.79K
9.97K $690K
SNY
Sanofi

Healthcare
-331
- 5.51%
$47.62 - $55.44 $15.8K - $18.4K
5.68K $274K
PCTY
Paylocity Holding Corp

Technology
-91
- 1.33%
$172.54 - $201.04 $15.7K - $18.3K
6.76K $1.23M
DGX
Quest Diagnostics Inc

Healthcare
-401
- 11.41%
N/A
3.11K $426K
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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