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
SNAP
Snap Inc

Communication Services
-630
- 1.91%
$7.23 - $9.21 $4.55K - $5.8K
32.4K $281K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-254
- 1.48%
$22.54 - $23.17 $5.73K - $5.89K
16.9K $387K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
-700
- 2.85%
$16.43 - $18.82 $11.5K - $13.2K
23.9K $449K
EPP
Ishares Inc

ETFs
-900
- 10.93%
$38.85 - $49.83 $35K - $44.8K
7.33K $361K
FNDB
Schwab Fundamental U S Broad M

ETFs
-603
- 4.7%
$20.36 - $23.98 $12.3K - $14.5K
12.2K $293K
PHYS
Sprott Physical Gold Trust

Financial Services
-1.94K
- 5.27%
$22.82 - $26.29 $44.3K - $51K
34.8K $883K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-3.17K
- 0.79%
$7.05 - $8.02 $22.3K - $25.4K
398K $3.19M
VTRS
Viatris Inc

Healthcare
-743
- 2.93%
$7.26 - $9.12 $5.39K - $6.78K
24.6K $219K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-20.7K
- 7.1%
N/A
271K $0
Rbb Fd Inc
-4.07K
- 12.68%
N/A
28K $0
Worthington Stl Inc
-1.97K
- 1.13%
N/A
172K $0
Global X Fds
-11.7K
- 30.74%
N/A
26.4K $0
Ardent Health Inc
-30K
- 25.0%
N/A
90K $0
Super Micro Computer Inc
-154K
- 88.08%
N/A
20.8K $0
Grayscale Ethereum Trust ETF
-2.81K
- 11.18%
N/A
22.3K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-1.49K
- 1.06%
N/A
138K $0
Abrdn Asia Pacific Income Fu
-3.68K
- 6.52%
N/A
52.8K $0
ITGR
Integer Holdings Corp

Healthcare
-111
- 4.02%
$106.73 - $126.93 $11.8K - $14.1K
2.65K $325K
RYE
Invesco Exchange Traded Fd Tr

ETFs
-189
- 6.17%
N/A
2.88K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
-323
- 5.92%
N/A
5.14K $0
RTM
Invesco S&P 500 Equal Weight M

ETFs
-962
- 10.58%
N/A
8.13K $0
EWRE
Invesco S&P 500 Equal Weight R

ETFs
-1.06K
- 8.8%
N/A
11K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
-259
- 1.21%
N/A
21.1K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
-1.2K
- 9.74%
N/A
11.2K $0
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
-569
- 5.23%
N/A
10.3K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-1.48K
- 4.41%
N/A
32K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
-1.34K
- 2.15%
N/A
60.8K $0
Oaktree Specialty Lending CO
-10.1K
- 8.69%
N/A
106K $0
Sitio Royalties Corp
-2.93K
- 3.39%
N/A
83.6K $0
Labcorp Holdings Inc
-6.83K
- 71.2%
N/A
2.76K $0
Landbridge Company LLC
-1K
- 11.22%
N/A
7.91K $0
Core Natural Resources Inc
-859
- 21.96%
N/A
3.05K $0
Solventum Corp
-171
- 2.37%
N/A
7.04K $0
Canadian Pacific Kansas City
-2.68K
- 41.79%
N/A
3.73K $0
Simplify Exchange Traded Fun
-1.55K
- 18.85%
N/A
6.68K $0
Bunge Global Sa
-223
- 0.98%
N/A
22.5K $0
BFB
Brown Forman Corp Cl B
-2.67K
- 18.45%
N/A
11.8K $0
Noble Corp PLC
-72
- 0.21%
N/A
34.1K $0
Brookfield Corp
-533
- 3.11%
N/A
16.6K $0
Jacobs Solutions Inc
-1.23K
- 7.86%
N/A
14.4K $0
JPHY
Jp Morgan High Yield Research

ETFs
-15.2K
- 39.87%
N/A
22.9K $0
Ishares Tr
-131K
- 42.05%
N/A
180K $0
Ishares Tr
-226K
- 47.74%
N/A
247K $0
Amentum Holdings Inc
-111
- 1.07%
N/A
10.3K $0
Fidelity Covington Trust
-433
- 5.17%
N/A
7.94K $0
VOD
Vodafone Group Public LTD CO

Communication Services
-1.14K
- 9.92%
$8.19 - $10.66 $9.33K - $12.1K
10.3K $110K
IR
Ingersoll Rand Inc.

Industrials
-140
- 3.0%
$66.75 - $84.94 $9.35K - $11.9K
4.52K $375K
EFG
Msci Eafe Growth ETF

ETFs
-262
- 9.5%
$89.8 - $112.0 $23.5K - $29.3K
2.5K $279K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
-360
- 0.47%
$7.98 - $10.06 $2.87K - $3.62K
75.8K $733K
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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