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
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-876
- 0.54%
$75.05 - $77.34 $65.7K - $67.7K
163K $12.6M
DVYE
Ishares Emerging Markets Divid

ETFs
-429
- 0.81%
$23.95 - $29.03 $10.3K - $12.5K
52.3K $1.5M
GMS
Gms Inc.

Industrials
-650
- 17.78%
$66.73 - $108.75 $43.4K - $70.7K
3.01K $326K
RMD
Resmed Inc

Healthcare
-355
- 8.0%
$204.54 - $258.0 $72.6K - $91.6K
4.08K $1.05M
TECL
Direxion Daily Technology Bull

ETFs
-2.5K
- 29.71%
$37.33 - $93.58 $93.2K - $234K
5.9K $552K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-50
- 0.98%
$108.06 - $135.3 $5.4K - $6.77K
5.07K $685K
PI
Impinj Inc

Technology
-13
- 0.41%
$62.54 - $125.05 $813 - $1.63K
3.13K $347K
COOP
Mr. Cooper Group Inc.

Financial Services
-200
- 6.33%
$107.26 - $155.96 $21.5K - $31.2K
2.96K $441K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-114
- 0.44%
$33.13 - $40.67 $3.78K - $4.64K
25.6K $1.04M
FQAL
Fidelity Covington Tr Quality

ETFs
-476
- 2.44%
$57.29 - $69.63 $27.3K - $33.1K
19K $1.33M
EXTR
Extreme Networks Inc

Technology
-395
- 2.24%
$10.84 - $17.97 $4.28K - $7.1K
17.3K $309K
AN
Autonation, Inc.

Consumer Cyclical
-10
- 0.39%
$155.71 - $201.03 $1.56K - $2.01K
2.58K $511K
URBN
Urban Outfitters Inc

Consumer Cyclical
-825
- 10.69%
$43.24 - $75.26 $35.7K - $62.1K
6.89K $499K
CYBR
Cyber Ark Software Ltd.

Technology
-75
- 3.9%
$305.98 - $406.88 $22.9K - $30.5K
1.85K $752K
ROKU
Roku, Inc

Communication Services
-4.96K
- 15.95%
$55.1 - $87.89 $273K - $436K
26.2K $2.3M
APPS
Digital Turbine, Inc.

Technology
-6K
- 13.29%
$2.2 - $7.54 $13.2K - $45.2K
39.1K $230K
IAI
Ishares Tr Us Broker Dealers &

ETFs
-144
- 2.97%
$122.04 - $169.14 $17.6K - $24.4K
4.7K $794K
FDN
First Tr Fd Dow Jones

ETFs
-61
- 2.01%
$200.29 - $269.33 $12.2K - $16.4K
2.98K $802K
KKR
Kkr & Co. Inc.

Financial Services
-9.15K
- 11.68%
$92.79 - $134.29 $849K - $1.23M
69.2K $9.2M
EW
Edwards Lifesciences Corp

Healthcare
-413
- 1.29%
$67.07 - $78.22 $27.7K - $32.3K
31.6K $2.47M
MPWR
Monolithic Power Systems Inc

Technology
-44
- 3.31%
$455.19 - $737.73 $20K - $32.5K
1.28K $939K
IDV
Ishares Tr

ETFs
-1.81K
- 2.43%
$27.79 - $34.84 $50.4K - $63.1K
72.9K $2.51M
PCT
Pure Cycle Technologies, Inc.

Industrials
-1.75K
- 5.3%
$5.57 - $14.12 $9.75K - $24.7K
31.3K $428K
HEI
Heico Corp

Industrials
-4
- 0.11%
$236.44 - $328.0 $946 - $1.31K
3.68K $1.21M
EA
Electronic Arts Inc.

Communication Services
-67
- 0.42%
$132.53 - $159.7 $8.88K - $10.7K
16K $2.56M
MNST
Monster Beverage Corp

Consumer Defensive
-279
- 0.45%
$55.01 - $64.24 $15.3K - $17.9K
62K $3.88M
USB
Us Bancorp \De\

Financial Services
-3.06K
- 2.42%
$36.4 - $45.76 $111K - $140K
123K $5.58M
BK
Bank Of New York Mellon Corp

Financial Services
-288
- 0.76%
$73.31 - $91.62 $21.1K - $26.4K
37.5K $3.41M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
-12.9K
- 3.99%
$72.32 - $86.4 $933K - $1.11M
310K $26.8M
TTD
Trade Desk, Inc.

Technology
-1.85K
- 8.04%
$45.27 - $79.4 $83.8K - $147K
21.2K $1.52M
ACM
Aecom

Industrials
-2.26K
- 8.47%
$87.19 - $113.06 $197K - $255K
24.4K $2.75M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-887
- 1.57%
$53.75 - $67.21 $47.7K - $59.6K
55.7K $3.69M
PBT
Permian Basin Royalty Trust

Energy
-1K
- 0.84%
$8.81 - $12.46 $8.81K - $12.5K
118K $1.47M
XLU
Utilities Sector Spdr

ETFs
-8.63K
- 2.31%
$73.09 - $82.77 $631K - $714K
365K $29.8M
KEYS
Keysight Technologies, Inc.

Technology
-57
- 0.23%
$127.02 - $165.4 $7.24K - $9.43K
25.1K $4.12M
DXCM
Dexcom Inc

Healthcare
-59
- 0.32%
$59.83 - $87.57 $3.53K - $5.17K
18.4K $1.61M
NKE
Nike, Inc.

Consumer Cyclical
-1.6K
- 2.49%
$53.27 - $72.04 $85K - $115K
62.4K $4.43M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-796
- 0.55%
$105.8 - $131.55 $84.2K - $105K
143K $18.4M
WOR
Worthington Industries Inc

Industrials
-4.62K
- 9.0%
$44.09 - $63.81 $204K - $295K
46.7K $2.97M
IVE
Ishares S&P 500 Value ETF

ETFs
-39K
- 2.32%
$168.34 - $195.42 $6.56M - $7.62M
1.64M $320M
VCR
Vanguard Consumer Discretionar

ETFs
-3.14K
- 6.74%
$290.42 - $364.35 $913K - $1.15M
43.5K $15.8M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.92K
- 4.76%
$113.67 - $150.4 $218K - $288K
38.3K $5.76M
CEG
Constellation Energy Corp

Utilities
-5.89K
- 27.7%
$170.96 - $322.76 $1.01M - $1.9M
15.4K $4.97M
ITA
Ishares Tr

ETFs
-305
- 1.43%
$135.31 - $188.64 $41.3K - $57.5K
21K $3.95M
ROK
Rockwell Automation, Inc

Industrials
-563
- 4.68%
$218.97 - $332.17 $123K - $187K
11.5K $3.81M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-3.65K
- 2.03%
$49.48 - $61.22 $181K - $223K
176K $10.7M
TT
Trane Technologies PLC

Industrials
-233
- 2.68%
$315.21 - $437.41 $73.4K - $102K
8.45K $3.7M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-3.34K
- 1.5%
$59.24 - $71.39 $198K - $238K
219K $15.6M
MCHP
Microchip Technology Inc

Technology
-2.74K
- 5.7%
$35.34 - $71.6 $97K - $196K
45.4K $3.2M
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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