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
TPR
Tapestry, Inc.

Consumer Cyclical
-2.9K
- 25.04%
$60.6 - $87.81 $175K - $254K
8.67K $760K
IBDV
Ishares Tr

Technology
-5.72K
- 2.09%
$21.28 - $21.98 $122K - $126K
268K $5.89M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-1.53K
- 8.08%
$25.48 - $27.78 $39.1K - $42.6K
17.4K $463K
XLP
Consumer Staples Sector Spdr

ETFs
-716
- 2.44%
N/A
28.6K $2.18M
TTE
Total Energies Se

Energy
-742
- 8.33%
N/A
8.17K $560K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-3.69K
- 18.65%
$15.5 - $20.28 $57.2K - $74.9K
16.1K $326K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-1.04K
- 7.29%
$46.41 - $47.7 $48.5K - $49.8K
13.3K $630K
FRPT
Freshpet, Inc.

Consumer Defensive
-31
- 1.02%
$67.88 - $89.64 $2.1K - $2.78K
3K $203K
AEE
Ameren Corp

Utilities
-5
- 0.05%
$94.23 - $101.68 $471 - $508
11K $1.06M
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
-2.41K
- 17.75%
$20.31 - $21.71 $48.9K - $52.3K
11.2K $242K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
-1.05K
- 9.34%
$28.45 - $33.08 $30K - $34.8K
10.2K $326K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.8K
- 7.08%
$152.42 - $182.82 $426K - $512K
36.7K $6.71M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-11.7K
- 1.65%
$20.23 - $21.04 $237K - $246K
699K $14.7M
BLDR
Builders First Source, Inc.

Industrials
-10
- 0.21%
$105.63 - $131.12 $1.06K - $1.31K
4.68K $545K
TDY
Teledyne Technologies Inc

Technology
-147
- 5.95%
$435.54 - $512.31 $64K - $75.3K
2.32K $1.19M
AVO
Mission Produce, Inc.

Consumer Defensive
-36.5K
- 11.64%
$9.74 - $12.56 $356K - $459K
277K $3.25M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-566
- 1.03%
$24.14 - $25.43 $13.7K - $14.4K
54.5K $1.35M
KSS
Kohls Corp

Consumer Cyclical
-5.13K
- 29.22%
$6.13 - $9.4 $31.4K - $48.2K
12.4K $105K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-794
- 6.31%
$37.08 - $42.26 $29.4K - $33.6K
11.8K $488K
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
-2.99K
- 3.82%
$22.15 - $23.69 $66.1K - $70.7K
75.1K $1.78M
XYL
Xylem Inc.

Industrials
-861
- 10.89%
$102.86 - $129.5 $88.6K - $111K
7.04K $910K
PTEN
Patterson Uti Energy Inc

Energy
-420
- 3.15%
$5.46 - $8.56 $2.29K - $3.6K
12.9K $76K
ALC
Alcon Inc

Healthcare
-153
- 5.61%
$82.88 - $98.3 $12.7K - $15K
2.57K $227K
ORI
Old Republic International Corp

Financial Services
-620
- 7.78%
$35.25 - $39.79 $21.9K - $24.7K
7.35K $282K
GVA
Granite Construction Inc

Industrials
-1.22K
- 26.18%
$71.89 - $93.51 $87.8K - $114K
3.44K $321K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.36K
- 3.92%
$22.68 - $23.28 $30.9K - $31.7K
33.3K $774K
IX
Orix Corp

Financial Services
-2.32K
- 15.24%
$18.25 - $22.52 $42.3K - $52.2K
12.9K $290K
LIT
Global X Fds Global X Lithium

ETFs
-577
- 7.57%
$31.82 - $39.24 $18.4K - $22.6K
7.04K $270K
UHS
Universal Health Services Inc

Healthcare
-34
- 1.3%
$157.05 - $197.94 $5.34K - $6.73K
2.58K $466K
PHG
Koninklijke Philips Nv

Healthcare
-335
- 3.04%
$21.67 - $25.64 $7.26K - $8.59K
10.7K $256K
IXJ
Ishares Global Healthcare ETF

ETFs
-83
- 3.08%
$82.3 - $90.02 $6.83K - $7.47K
2.62K $225K
TW
Tradeweb Markets Inc.

Financial Services
-61
- 1.16%
$125.37 - $149.02 $7.65K - $9.09K
5.18K $758K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
-459
- 3.25%
$25.21 - $34.03 $11.6K - $15.6K
13.7K $409K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
-3.89K
- 26.6%
$17.57 - $24.45 $68.4K - $95.1K
10.7K $262K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-1.47K
- 12.19%
$46.22 - $57.51 $68K - $84.6K
10.6K $608K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-137
- 0.64%
$17.17 - $19.9 $2.35K - $2.73K
21.3K $409K
RE
Everest Re Group LTD

Financial Services
-43
- 6.76%
N/A
593 $219K
JBT
John Bean Technologies Corp

Industrials
-114
- 4.27%
N/A
2.56K $321K
NIO
Nio Inc.

Consumer Cyclical
-917
- 3.09%
$3.14 - $4.31 $2.88K - $3.95K
28.7K $98K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-217
- 7.15%
$67.03 - $80.35 $14.5K - $17.4K
2.82K $224K
AGNC
Agnc Investment Corp.

Real Estate
-882
- 7.91%
$8.12 - $9.49 $7.16K - $8.37K
10.3K $94K
UNM
Unum Group

Financial Services
-80
- 1.37%
$70.48 - $82.91 $5.64K - $6.63K
5.77K $465K
LCID
Lucid Group, Inc.

Consumer Cyclical
-1.95K
- 11.17%
$2.1 - $2.96 $4.09K - $5.76K
15.5K $32K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-2.44K
- 2.62%
$45.11 - $52.34 $110K - $128K
90.7K $4.75M
SPMD
Spdr Portfolio

ETFs
-418
- 9.84%
$44.89 - $54.38 $18.8K - $22.7K
3.83K $208K
FVD
First Tr Value Line Divid Inde

ETFs
-259
- 0.79%
$40.62 - $45.12 $10.5K - $11.7K
32.3K $1.45M
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
-1.43K
- 1.68%
$5.76 - $7.37 $8.23K - $10.5K
83.6K $585K
SNEX
Stone X Group Inc.

Financial Services
-830
- 17.95%
$69.59 - $94.15 $57.8K - $78.1K
3.79K $345K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-35
- 0.18%
$12.23 - $15.46 $428 - $541
19K $287K
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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