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
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-9
- 0.35%
$69.8 - $85.28 $628 - $768
2.6K $215K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
-645
- 1.2%
$22.36 - $23.73 $14.4K - $15.3K
52.9K $1.26M
DNN
Denison Mines Corp.

Energy
-643
- 5.09%
$1.15 - $1.86 $739 - $1.2K
12K $21K
NMR
Nomura Holdings Inc

Financial Services
-114
- 0.73%
$4.95 - $6.6 $564 - $752
15.5K $101K
GABC
German American Bancorp, Inc.

Financial Services
-8
- 0.14%
$34.32 - $39.88 $275 - $319
5.85K $225K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-4
- 0.02%
$10.59 - $11.48 $42.4 - $45.9
18.4K $211K
FCNCA
First Citizens Bancshares Inc

Financial Services
-7
- 3.65%
$1561.69 - $1966.55 $10.9K - $13.8K
185 $361K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-53
- 0.36%
$41.9 - $50.31 $2.22K - $2.67K
14.8K $712K
HMC
Honda Motor CO LTD

Consumer Cyclical
-601
- 4.36%
$25.0 - $30.93 $15K - $18.6K
13.2K $380K
EFSC
Enterprise Financial Services Corp

Financial Services
-7
- 0.11%
$46.2 - $55.78 $323 - $390
6.37K $350K
PODD
Insulet Corp

Healthcare
-522
- 15.55%
$238.57 - $327.47 $125K - $171K
2.84K $890K
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
-4.57K
- 28.0%
$0.51 - $1.64 $2.33K - $7.49K
11.7K $19K
WSFS
Wsfs Financial Corp

Financial Services
-170
- 2.68%
$45.9 - $55.54 $7.8K - $9.44K
6.16K $339K
MVV
Proshares Ultra Midcap400

ETFs
-245
- 4.68%
$44.54 - $63.58 $10.9K - $15.6K
4.99K $316K
SONY
Sony Group Corp

Technology
-197
- 0.75%
$21.24 - $26.88 $4.18K - $5.3K
26.2K $681K
NUE
Nucor Corp

Basic Materials
-324
- 5.5%
$103.22 - $131.43 $33.4K - $42.6K
5.56K $720K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-846
- 6.17%
$73.0 - $85.5 $61.8K - $72.3K
12.9K $1.08M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-45
- 0.17%
$13.71 - $15.46 $617 - $696
26.5K $410K
BUR
Burford Capital LTD

Financial Services
-30
- 0.21%
$10.91 - $14.43 $327 - $433
14.1K $201K
JLL
Jones Lang Lasalle Inc

Real Estate
-36
- 1.1%
$204.57 - $256.96 $7.36K - $9.25K
3.22K $824K
HNI
Hni Corp

Industrials
-472
- 5.59%
$40.26 - $49.71 $19K - $23.5K
7.97K $392K
TER
Teradyne, Inc

Technology
-1.56K
- 7.16%
$67.96 - $91.05 $106K - $142K
20.2K $1.81M
SANM
Sanmina Corp

Technology
-871
- 17.82%
$67.3 - $98.07 $58.6K - $85.4K
4.02K $392K
IDEV
Ishares Core Msci Intl Develop

ETFs
-1.82K
- 8.2%
$61.79 - $76.67 $112K - $139K
20.4K $1.55M
UBS
Ubs Group Ag

Financial Services
-220
- 2.43%
$26.12 - $33.82 $5.75K - $7.44K
8.82K $298K
ADTN
Adtran Inc

Technology
-78
- 0.09%
$7.18 - $8.97 $560 - $700
90.7K $813K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-1.74K
- 21.38%
$67.22 - $100.51 $117K - $175K
6.41K $635K
FTDR
Frontdoor, Inc.

Consumer Cyclical
-1.68K
- 27.91%
$37.35 - $59.68 $62.7K - $100K
4.34K $255K
NXE
Nex Gen Energy Ltd.

Energy
-161
- 1.57%
$4.06 - $6.99 $654 - $1.13K
10.1K $70K
VLO
Valero Energy Corp

Energy
-928
- 1.46%
$104.69 - $141.77 $97.2K - $132K
62.8K $8.44M
BROS
Dutch Bros Inc.

Consumer Cyclical
-275
- 3.96%
$51.37 - $73.72 $14.1K - $20.3K
6.67K $455K
PPG
Ppg Industries Inc

Basic Materials
-191
- 1.69%
$91.66 - $115.04 $17.5K - $22K
11.1K $1.27M
IBN
Icici Bank LTD

Financial Services
-32
- 0.24%
$30.16 - $34.39 $965 - $1.1K
13.4K $449K
AMP
Ameriprise Financial Inc

Financial Services
-919
- 8.75%
$422.19 - $533.73 $388K - $490K
9.59K $5.12M
CELH
Celsius Holdings, Inc.

Consumer Defensive
-2.73K
- 18.69%
$33.89 - $46.39 $92.4K - $126K
11.9K $550K
KR
Kroger CO

Consumer Defensive
-704
- 3.43%
$64.62 - $74.0 $45.5K - $52.1K
19.8K $1.42M
ENVX
Enovix Corp

Industrials
-33
- 0.3%
$5.46 - $10.53 $180 - $347
10.8K $111K
TTMI
Ttm Technologies Inc

Technology
-6.26K
- 44.07%
$17.57 - $40.82 $110K - $255K
7.94K $324K
HSIC
Henry Schein Inc

Healthcare
-275
- 2.3%
$62.7 - $73.66 $17.2K - $20.3K
11.7K $853K
GNRC
Generac Holdings Inc.

Industrials
-181
- 4.98%
$101.92 - $143.21 $18.4K - $25.9K
3.45K $494K
MTB
M&T Bank Corp

Financial Services
-169
- 3.71%
$156.58 - $193.99 $26.5K - $32.8K
4.38K $850K
AB
Alliancebernstein Holding L.P.

Financial Services
-2
- 0.01%
$33.0 - $41.77 $66 - $83.5
15.3K $623K
RMBS
Rambus Inc

Technology
-409
- 7.36%
$42.9 - $64.02 $17.5K - $26.2K
5.15K $329K
SAN
Banco Santander, S.A.

Financial Services
-882
- 2.77%
$5.72 - $8.32 $5.05K - $7.34K
30.9K $256K
HTBK
Heritage Commerce Corp

Financial Services
-34
- 0.03%
$8.25 - $9.93 $281 - $338
118K $1.18M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-7.36K
- 3.11%
$114.78 - $133.31 $845K - $981K
229K $30.6M
URA
Global X Uranium ETF

ETFs
-2.97K
- 28.28%
$20.26 - $38.81 $60.1K - $115K
7.53K $292K
HCA
Hca Healthcare, Inc.

Healthcare
-563
- 7.86%
$317.61 - $387.52 $179K - $218K
6.6K $2.53M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.62K
- 1.73%
$23.55 - $27.67 $38.1K - $44.8K
92K $2.55M
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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