Lido Advisors, LLC Purchases in Q3 2025

Lido Advisors, LLC

  • $31.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HAS
Hasbro, Inc.

Consumer Cyclical
7.45K
New
$73.92 - $81.85 $551K - $610K
7.45K $565K
SHW
Sherwin Williams CO

Basic Materials
1.3K
+ 3.31%
$330.88 - $375.23 $428K - $486K
40.4K $14M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
590
+ 4.48%
$96.73 - $137.09 $57.1K - $80.9K
13.7K $1.82M
VKTX
Viking Therapeutics, Inc.

Healthcare
21.8K
New
$23.09 - $42.09 $504K - $919K
21.8K $557K
KBE
Spdr S&P Bank ETF

ETFs
8.97K
+ 171.17%
$55.26 - $61.99 $496K - $556K
14.2K $844K
PAVE
Global X Fds Us Infrastructure

ETFs
8.88K
+ 28.24%
$44.02 - $47.63 $391K - $423K
40.3K $1.92M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
56.5K
+ 14.19%
$7.98 - $8.29 $451K - $468K
455K $3.73M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
6.21K
+ 4.34%
$122.0 - $138.74 $758K - $862K
149K $18.9M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
7.88K
New
$62.54 - $68.42 $493K - $539K
7.88K $531K
XLB
Select Sector Spdr Fd Material

ETFs
5.72K
+ 55.19%
$86.72 - $92.61 $496K - $529K
16.1K $1.44M
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
45K
New
$11.74 - $12.67 $528K - $570K
45K $529K
BLDR
Builders First Source, Inc.

Industrials
4.18K
+ 89.41%
$116.91 - $149.21 $489K - $624K
8.86K $1.07M
AEE
Ameren Corp

Utilities
4.1K
+ 37.26%
$95.0 - $104.38 $389K - $428K
15.1K $1.58M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
18.6K
+ 10.01%
$25.37 - $25.79 $471K - $479K
204K $5.23M
EWW
Ishares Inc Msci Mexico ETF

ETFs
9.06K
+ 125.74%
N/A
16.3K $926K
JBL
Jabil Inc

Technology
2.37K
New
$202.08 - $234.45 $480K - $557K
2.37K $515K
NVST
Envista Holdings Corp

Healthcare
24.8K
New
$18.89 - $21.72 $468K - $539K
24.8K $505K
DD
Du Pont De Nemours, Inc.

Basic Materials
3.45K
+ 13.8%
$69.9 - $78.26 $241K - $270K
28.5K $2.22M
CATH
Global X Fds Global X S&P 500

ETFs
6.15K
New
$75.38 - $81.32 $463K - $500K
6.15K $498K
XEL
Xcel Energy Inc

Utilities
2.03K
+ 7.83%
$67.56 - $80.65 $137K - $163K
27.9K $2.25M
IAI
Ishares Tr Us Broker Dealers &

ETFs
2.55K
+ 54.21%
$168.93 - $178.7 $430K - $455K
7.25K $1.28M
CBRE
Cbre Group, Inc.

Real Estate
1.4K
+ 9.22%
$137.04 - $165.9 $192K - $232K
16.6K $2.61M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.02K
+ 3.39%
$72.57 - $74.72 $365K - $375K
153K $11.4M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.89K
+ 4.78%
$68.24 - $73.73 $197K - $213K
63.2K $4.65M
EPR
Epr Properties

Real Estate
8.19K
New
$52.58 - $61.21 $430K - $501K
8.19K $474K
ROST
Ross Stores, Inc.

Consumer Cyclical
1.58K
+ 16.72%
$127.59 - $152.81 $201K - $241K
11K $1.68M
BTBT
Bit Digital, Inc

Financial Services
160K
New
$2.38 - $4.12 $381K - $659K
160K $473K
QBTS
D Wave Quantum Inc.

Technology
19.1K
New
$14.81 - $27.72 $283K - $531K
19.1K $472K
UPRO
Proshares Trust Proshares Ultr

ETFs
1.04K
+ 5.86%
$91.26 - $112.39 $94.5K - $116K
18.7K $2.09M
VICI
Vici Properties Inc.

Real Estate
14.4K
+ 95.06%
$31.43 - $33.93 $452K - $488K
29.5K $963K
JCPI
Jp Morgan Exchange Traded Fd T

ETFs
9.53K
New
$47.87 - $49.04 $456K - $467K
9.53K $464K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
3.58K
New
$123.13 - $140.8 $441K - $504K
3.58K $459K
RJF
Raymond James Financial Inc

Financial Services
2.5K
+ 180.91%
$154.64 - $176.43 $387K - $441K
3.89K $670K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
13.6K
New
$30.13 - $33.37 $409K - $453K
13.6K $452K
TSCO
Tractor Supply CO

Consumer Cyclical
2
+ 0.0%
$54.08 - $62.65 $108 - $125
110K $6.23M
NSP
Insperity, Inc.

Industrials
9.08K
New
$45.07 - $62.06 $409K - $564K
9.08K $446K
SRE
Sempra Energy

Utilities
2.23K
+ 13.17%
$74.14 - $89.98 $165K - $201K
19.2K $1.73M
MUB
Ishares National Muni Bond ETF

ETFs
1.5K
+ 1.08%
$103.24 - $106.68 $155K - $160K
140K $15M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.48K
+ 7.2%
$50.47 - $50.74 $428K - $430K
126K $6.41M
MKL
Markel Corp

Financial Services
236
+ 107.76%
$1898.34 - $2031.8 $448K - $480K
455 $869K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8.39K
+ 11.46%
$50.53 - $50.82 $424K - $426K
81.6K $4.14M
GRMN
Garmin LTD

Technology
698
+ 10.25%
$211.13 - $246.22 $147K - $172K
7.51K $1.85M
PIPR
Piper Sandler Companies

Financial Services
20
+ 0.33%
$284.8 - $369.4 $5.7K - $7.39K
6.08K $2.11M
FITB
Fifth Third Bancorp

Financial Services
1.23K
+ 1.15%
$40.91 - $46.28 $50.3K - $56.9K
108K $4.82M
MKTX
Marketaxess Holdings Inc

Financial Services
2.42K
New
$174.25 - $223.11 $421K - $539K
2.42K $420K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.22K
+ 22.14%
$163.62 - $210.2 $200K - $257K
6.75K $1.32M
WMB
Williams Companies, Inc.

Energy
6.2K
+ 15.97%
$56.52 - $64.01 $350K - $397K
45K $2.85M
EMB
Ishares Tr

ETFs
4.17K
+ 89.07%
$91.52 - $95.59 $381K - $398K
8.84K $841K
FNDE
Schwab Fundamental Emerging Mk

ETFs
11.2K
New
$33.13 - $36.31 $371K - $407K
11.2K $405K
Activity Summary
Buys All Purchases 1139 New Holdings 206 Increased Positions 933 Sells All Sells 348 Reductions 348 Sold out 0 Options Calls 51 Puts 97
Track This Portfolio

Track Lido Advisors, LLC Portfolio

Follow Lido Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lido Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lido Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email