Lido Advisors, LLC Purchases in Q3 2025

Lido Advisors, LLC

  • $31.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.47K
+ 10.04%
$49.78 - $50.75 $372K - $379K
81.9K $4.15M
DELL
Dell Technologies Inc.

Technology
619
+ 3.77%
$120.96 - $141.77 $74.9K - $87.8K
17.1K $2.42M
SPSB
Spdr Portfolio Short Term Corp

ETFs
13.2K
+ 36.07%
$30.02 - $30.29 $396K - $400K
49.8K $1.51M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.4K
+ 1.49%
$72.01 - $74.44 $245K - $253K
232K $17M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
3.36K
+ 99.85%
$159.87 - $247.68 $537K - $832K
6.73K $1.2M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.23K
+ 31.99%
$282.75 - $294.19 $347K - $361K
5.06K $1.49M
MKSI
Mks Instruments Inc

Technology
2.47K
+ 69.9%
$89.62 - $129.92 $221K - $320K
5.99K $741K
AON
Aon PLC

Financial Services
1.09K
+ 11.33%
$350.91 - $375.27 $383K - $409K
10.7K $3.82M
ED
Consolidated Edison Inc

Utilities
3.77K
+ 8.02%
$95.57 - $105.36 $361K - $398K
50.8K $5.11M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
4.24K
New
$43.07 - $91.37 $182K - $387K
4.24K $387K
FIVE
Five Below, Inc

Consumer Cyclical
2.49K
New
$128.78 - $155.44 $321K - $387K
2.49K $385K
BHP
Bhp Group LTD

Basic Materials
6.89K
New
$48.67 - $56.22 $335K - $387K
6.89K $384K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
38.9K
+ 146.54%
$8.8 - $9.5 $342K - $369K
65.4K $618K
RIO
Rio Tinto PLC

Basic Materials
354
+ 0.76%
$57.66 - $66.01 $20.4K - $23.4K
47.1K $3.11M
ASTS
Ast Space Mobile, Inc.

Communication Services
6.89K
+ 37.47%
$36.91 - $60.06 $254K - $414K
25.3K $1.24M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
392
+ 0.14%
$31.78 - $33.69 $12.5K - $13.2K
281K $9.29M
LYV
Live Nation Entertainment, Inc.

Communication Services
550
+ 2.31%
$143.56 - $174.06 $79K - $95.7K
24.3K $3.98M
PFFA
Etfis Ser Tr I

ETFs
11.8K
+ 8.79%
$20.94 - $22.43 $246K - $264K
146K $3.16M
IETC
Ishares U S ETF Tr

ETFs
3.66K
New
$92.7 - $103.65 $339K - $379K
3.66K $373K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
10.2K
New
$30.06 - $36.69 $306K - $374K
10.2K $373K
FIX
Comfort Systems Usa Inc

Industrials
452
New
$521.66 - $825.18 $236K - $373K
452 $372K
UAL
United Airlines Holdings, Inc.

Industrials
2.31K
+ 26.17%
$80.05 - $109.36 $185K - $252K
11.1K $1.07M
ISCB
International Speedway Corp

ETFs
5.89K
New
$58.42 - $64.36 $344K - $379K
5.89K $370K
A
Agilent Technologies, Inc.

Healthcare
1.36K
+ 7.34%
$112.04 - $128.75 $153K - $176K
20K $2.56M
HSY
Hershey CO

Consumer Defensive
1.08K
+ 13.77%
$161.95 - $193.45 $175K - $209K
8.92K $1.67M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
7.74K
+ 53.49%
$45.07 - $47.56 $349K - $368K
22.2K $1.02M
INCY
Incyte Corp

Healthcare
1.64K
+ 12.09%
$67.27 - $86.96 $110K - $142K
15.2K $1.29M
FTNT
Fortinet, Inc.

Technology
36.3K
+ 29.22%
$74.39 - $107.65 $2.7M - $3.91M
161K $13.5M
EXPE
Expedia Group, Inc.

Consumer Cyclical
660
+ 13.41%
$171.01 - $228.24 $113K - $151K
5.58K $1.19M
HMC
Honda Motor CO LTD

Consumer Cyclical
10.8K
+ 82.22%
$29.11 - $34.85 $315K - $378K
24K $739K
VOD
Vodafone Group Public LTD CO

Communication Services
30.1K
+ 291.23%
$10.67 - $12.06 $321K - $363K
40.5K $469K
FDLO
Fidelity Covington Tr Low Vola

ETFs
14
+ 0.01%
$62.44 - $65.87 $874 - $922
116K $7.64M
HRI
Herc Holdings Inc

Industrials
3.63K
+ 82.76%
$110.5 - $149.88 $401K - $543K
8.01K $933K
AIA
Ishares S&P Asia 50 ETF

ETFs
2.96K
+ 52.97%
$80.33 - $94.6 $238K - $280K
8.56K $809K
LNT
Alliant Energy Corp

Utilities
3.77K
+ 25.82%
$60.76 - $67.41 $229K - $254K
18.3K $1.24M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
567
+ 105.59%
$473.44 - $553.71 $268K - $314K
1.1K $603K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
33K
+ 63.24%
$12.5 - $14.2 $413K - $469K
85.3K $1.07M
OEF
Ishares S&P 100 ETF

ETFs
1.31K
+ 19.74%
N/A
7.97K $2.12M
GNTX
Gentex Corp

Consumer Cyclical
12.3K
New
$22.66 - $29.06 $279K - $358K
12.3K $348K
ING
Ing Groep Nv

Financial Services
6.63K
+ 16.33%
$22.0 - $26.08 $146K - $173K
47.3K $1.23M
KEYS
Keysight Technologies, Inc.

Technology
371
+ 1.48%
$158.51 - $178.15 $58.8K - $66.1K
25.5K $4.46M
RBLX
Roblox Corp

Communication Services
416
+ 4.88%
$100.65 - $141.56 $41.9K - $58.9K
8.95K $1.24M
DTM
Dt Midstream, Inc.

Energy
2.99K
New
$99.17 - $113.27 $296K - $338K
2.99K $337K
IXN
Ishares Global Information Tec

ETFs
2.74K
+ 55.97%
$91.28 - $103.32 $250K - $283K
7.64K $788K
CCL
Carnival Corp

Consumer Cyclical
10.2K
+ 21.36%
$28.37 - $32.49 $290K - $332K
58.1K $1.68M
OHI
Omega Healthcare Investors Inc

Real Estate
6.86K
+ 85.48%
$36.29 - $43.34 $249K - $297K
14.9K $628K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
51K
New
$4.73 - $8.22 $241K - $419K
51K $332K
CHT
Chunghwa Telecom CO LTD

Communication Services
7.57K
New
$43.4 - $46.95 $328K - $355K
7.57K $330K
W
Wayfair Inc.

Consumer Cyclical
3.7K
New
$51.99 - $90.17 $192K - $334K
3.7K $330K
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
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