Lido Advisors, LLC Purchases in Q3 2025

Lido Advisors, LLC

  • $31.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PWB
Invesco Exchange Traded Fd Tr

ETFs
2.63K
New
$115.87 - $125.42 $305K - $330K
2.63K $329K
PPL
Ppl Corp

Utilities
633
+ 0.68%
$33.54 - $37.24 $21.2K - $23.6K
93.9K $3.49M
STT
State Street Corp

Financial Services
1.65K
+ 11.66%
$102.01 - $117.25 $168K - $193K
15.8K $1.83M
MDB
Mongo Db, Inc.

Technology
1.06K
New
$201.0 - $334.87 $212K - $354K
1.06K $327K
RMBS
Rambus Inc

Technology
1.15K
+ 22.25%
$62.85 - $107.38 $72K - $123K
6.3K $656K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
5.76K
New
$41.53 - $66.18 $239K - $381K
5.76K $326K
HROW
Harrow Health, Inc.

Healthcare
16
+ 0.08%
$30.57 - $48.85 $489 - $782
19.5K $918K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
265
+ 0.8%
$109.47 - $119.06 $29K - $31.6K
33.5K $3.97M
QURE
Uni Qure N.V.

Healthcare
5.54K
New
$13.28 - $59.4 $73.6K - $329K
5.54K $323K
CM
Canadian Imperial Bank Of Commerce

Financial Services
4.03K
New
$71.11 - $81.68 $287K - $329K
4.03K $322K
DG
Dollar General Corp

Consumer Defensive
3.07K
New
$101.86 - $116.32 $313K - $357K
3.07K $317K
LC
Lending Club Corp

Financial Services
10
+ 0.01%
$12.25 - $17.67 $123 - $177
99.9K $1.52M
MTZ
Mastec Inc

Industrials
1.04K
+ 46.6%
$168.23 - $212.81 $174K - $220K
3.26K $693K
CNP
Centerpoint Energy Inc

Utilities
8.08K
New
$35.77 - $39.16 $289K - $316K
8.08K $313K
WTW
Willis Towers Watson PLC

Financial Services
734
+ 47.72%
$301.83 - $345.45 $222K - $254K
2.27K $784K
AEM
Agnico Eagle Mines LTD

Basic Materials
1.86K
New
$116.14 - $168.56 $215K - $313K
1.86K $312K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
12.2K
+ 22.41%
$24.11 - $24.94 $295K - $305K
66.7K $1.66M
CADL
Candel Therapeutics, Inc.

Healthcare
60.2K
New
$4.79 - $7.0 $288K - $421K
60.2K $309K
CBOE
Cboe Global Markets, Inc.

Financial Services
98
+ 0.42%
$231.35 - $253.24 $22.7K - $24.8K
23.5K $5.76M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.58K
+ 29.56%
$107.66 - $112.36 $278K - $290K
11.3K $1.26M
EFV
Msci Eafe Value ETF

ETFs
3.71K
+ 32.4%
$62.79 - $68.42 $233K - $254K
15.2K $1.03M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
658
New
$311.12 - $482.13 $205K - $317K
658 $300K
EVRG
Evergy, Inc.

Utilities
2.06K
+ 10.29%
$67.73 - $76.02 $140K - $157K
22.1K $1.68M
HUM
Humana Inc

Healthcare
629
+ 7.27%
$220.41 - $312.0 $139K - $196K
9.29K $2.42M
MET
Metlife Inc

Financial Services
2.1K
+ 3.26%
$73.82 - $82.37 $155K - $173K
66.4K $5.47M
BP
Bp PLC

Energy
6.39K
+ 36.98%
$30.25 - $35.69 $193K - $228K
23.7K $815K
RF
Regions Financial Corp

Financial Services
9.56K
+ 58.87%
$24.03 - $27.41 $230K - $262K
25.8K $680K
CNI
Canadian National Railway CO

Industrials
5.86K
+ 22.14%
$92.01 - $106.6 $539K - $625K
32.3K $3.05M
ADM
Archer Daniels Midland CO

Consumer Defensive
2.15K
+ 9.01%
$53.54 - $64.21 $115K - $138K
26K $1.55M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
10K
+ 39.0%
$14.73 - $19.31 $148K - $194K
35.8K $688K
HAL
Halliburton CO

Energy
8.84K
+ 50.63%
$20.5 - $25.11 $181K - $222K
26.3K $646K
DFIV
Dimensional ETF Tr

ETFs
5.19K
+ 37.14%
$42.66 - $46.53 $222K - $242K
19.2K $884K
ATO
Atmos Energy Corp

Utilities
668
+ 6.51%
$151.51 - $170.75 $101K - $114K
10.9K $1.87M
PEG
Public Service Enterprise Group Inc

Utilities
3.6K
+ 16.55%
$79.99 - $90.14 $288K - $324K
25.3K $2.11M
TW
Tradeweb Markets Inc.

Financial Services
4.21K
+ 81.23%
$110.5 - $146.12 $465K - $615K
9.39K $1.04M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.76K
+ 9.21%
$100.16 - $100.7 $276K - $278K
32.7K $3.3M
EOG
Eog Resources Inc

Energy
3.89K
+ 18.76%
$112.12 - $126.1 $436K - $491K
24.6K $2.76M
PHYS
Sprott Physical Gold Trust

Financial Services
4.42K
+ 12.7%
$25.02 - $29.62 $111K - $131K
39.3K $1.16M
ETR
Entergy Corp

Utilities
1.49K
+ 10.85%
$80.93 - $93.55 $121K - $140K
15.3K $1.42M
PKG
Packaging Corp Of America

Consumer Cyclical
1.27K
New
$191.41 - $220.25 $243K - $279K
1.27K $276K
PAA
Plains All American Pipeline LP

Energy
16.2K
New
$16.88 - $18.93 $274K - $307K
16.2K $276K
EW
Edwards Lifesciences Corp

Healthcare
3.7K
+ 11.72%
$73.75 - $81.83 $273K - $303K
35.3K $2.74M
PKW
Invesco Exchange Traded Fd Tr

ETFs
2.07K
New
$123.59 - $132.83 $255K - $274K
2.07K $273K
AFRM
Affirm Holdings, Inc.

Technology
3.74K
New
$64.05 - $92.18 $239K - $344K
3.74K $272K
EXC
Exelon Corp

Utilities
4.48K
+ 10.3%
$42.73 - $45.54 $192K - $204K
48K $2.16M
SWKS
Skyworks Solutions, Inc.

Technology
3.51K
New
$67.52 - $82.97 $237K - $291K
3.51K $270K
LZB
La Z Boy Inc

Consumer Cyclical
7.75K
New
$33.69 - $40.03 $261K - $310K
7.75K $266K
QS
Quantum Scape Corp

Consumer Cyclical
21.6K
New
$6.36 - $14.64 $137K - $316K
21.6K $266K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
10.8K
New
$24.39 - $24.93 $262K - $268K
10.8K $265K
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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