Lido Advisors, LLC Purchases in Q3 2025

Lido Advisors, LLC

  • $31.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BWXT
Bwx Technologies, Inc.

Industrials
1.43K
New
$136.45 - $184.37 $196K - $264K
1.43K $264K
MNDY
Monday.Com Ltd.

Technology
1.37K
New
$171.46 - $309.62 $234K - $423K
1.37K $264K
NI
Nisource Inc.

Utilities
6.1K
New
$39.0 - $43.33 $238K - $264K
6.1K $264K
RY
Royal Bank Of Canada

Financial Services
1.79K
New
$128.46 - $148.6 $230K - $267K
1.79K $264K
KHC
Kraft Heinz CO

Consumer Defensive
9.71K
+ 40.98%
$25.63 - $28.94 $249K - $281K
33.4K $870K
CRDO
Credo Technology Group Holding LTD

Technology
539
+ 16.09%
$87.59 - $172.31 $47.2K - $92.9K
3.89K $566K
SITM
Sitime Corp

Technology
850
New
$190.16 - $318.05 $162K - $270K
850 $256K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
13.7K
New
$17.96 - $19.62 $246K - $269K
13.7K $255K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
29.4K
+ 29.43%
$9.36 - $9.87 $275K - $290K
129K $1.23M
AFG
American Financial Group Inc

Financial Services
1.73K
New
$122.42 - $145.72 $212K - $252K
1.73K $252K
MANH
Manhattan Associates Inc

Technology
1.23K
New
$196.16 - $227.94 $241K - $280K
1.23K $251K
L
Loews Corp

Financial Services
2.49K
New
$89.82 - $100.39 $224K - $250K
2.49K $249K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
8.91K
New
$24.02 - $27.91 $214K - $249K
8.91K $248K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
4.4K
+ 4.45%
$50.29 - $50.86 $221K - $224K
103K $5.24M
JHG
Janus Henderson Group PLC

Financial Services
5.51K
New
$39.46 - $45.37 $217K - $250K
5.51K $245K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.48K
New
$158.24 - $191.13 $234K - $282K
1.48K $245K
CAG
Conagra Brands Inc.

Consumer Defensive
13.4K
New
$18.04 - $21.14 $241K - $282K
13.4K $244K
AME
Ametek Inc

Industrials
1.05K
+ 16.14%
$176.44 - $192.03 $184K - $201K
7.52K $1.41M
DFAI
Dimensional ETF Tr

ETFs
6.17K
+ 65.47%
$34.05 - $36.55 $210K - $226K
15.6K $566K
UTHR
United Therapeutics Corp

Healthcare
575
New
$274.7 - $438.75 $158K - $252K
575 $241K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.77K
+ 34.39%
$75.26 - $80.19 $208K - $222K
10.8K $862K
IYF
Ishares Tr

ETFs
1.67K
+ 35.58%
$119.89 - $127.16 $200K - $212K
6.36K $804K
BIIB
Biogen Inc.

Healthcare
1.15K
+ 22.36%
$122.68 - $148.84 $141K - $171K
6.3K $882K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
2.14K
New
$100.63 - $112.27 $215K - $240K
2.14K $236K
XBB
Bondbloxx ETF Tr Bb Rated Usd

ETFs
5.02K
+ 2.75%
$40.67 - $41.47 $204K - $208K
188K $7.75M
OXY
Occidental Petroleum Corp

Energy
2.91K
+ 15.79%
$42.54 - $48.1 $124K - $140K
21.3K $1.01M
BSX
Boston Scientific Corp

Healthcare
15K
+ 11.91%
$97.03 - $108.14 $1.46M - $1.62M
141K $13.8M
BELFB
Bel Fuse Inc.

Technology
1.64K
New
$95.52 - $150.97 $157K - $248K
1.64K $231K
CFG
Citizens Financial Group Inc

Financial Services
2.62K
+ 24.4%
$46.1 - $53.65 $121K - $141K
13.4K $710K
JBHT
Hunt J B Transport Services Inc

Industrials
11.6K
+ 8.22%
$130.65 - $154.66 $1.52M - $1.8M
153K $20.5M
REXR
Rexford Industrial Realty, Inc.

Real Estate
5.5K
New
$35.43 - $43.53 $195K - $240K
5.5K $226K
AMCR
Amcor PLC

Consumer Cyclical
29K
+ 258.0%
$7.97 - $9.94 $231K - $288K
40.2K $328K
BKH
Black Hills Corp

Utilities
3.66K
New
$55.87 - $61.62 $204K - $225K
3.66K $225K
CGNX
Cognex Corp

Technology
2.12K
+ 22.49%
$31.85 - $46.54 $67.4K - $98.5K
11.5K $522K
NGG
National Grid PLC

Utilities
3.12K
+ 102.6%
$67.98 - $74.38 $212K - $232K
6.17K $448K
AORT
Artivion, Inc.

Healthcare
5.24K
New
$30.29 - $44.83 $159K - $235K
5.24K $221K
HLI
Houlihan Lokey, Inc.

Financial Services
1.08K
New
$181.55 - $209.19 $196K - $226K
1.08K $221K
TM
Toyota Motor Corp

Consumer Cyclical
875
+ 30.68%
$167.86 - $202.79 $147K - $177K
3.73K $712K
RDVY
First Trust Rising Dividend Ac

ETFs
3.28K
New
$62.38 - $67.29 $205K - $221K
3.28K $220K
NTAP
Net App, Inc.

Technology
1K
+ 11.74%
$101.1 - $126.36 $101K - $126K
9.53K $1.13M
GPC
Genuine Parts CO

Consumer Cyclical
429
+ 4.66%
$122.23 - $142.77 $52.4K - $61.2K
9.63K $1.33M
LADR
Ladder Capital Corp

Real Estate
13.9K
+ 3.26%
$10.86 - $11.81 $150K - $164K
439K $4.78M
IONQ
Ion Q, Inc.

Technology
3.55K
New
$36.79 - $75.14 $131K - $267K
3.55K $218K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
6.44K
+ 4.01%
$24.97 - $25.78 $161K - $166K
167K $4.28M
SIVR
Abrdn Silver ETF Trust

ETFs
4.9K
New
$34.34 - $44.62 $168K - $218K
4.9K $217K
INSM
Insmed Inc

Healthcare
1.51K
New
$96.14 - $147.2 $145K - $223K
1.51K $217K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.76K
New
$37.14 - $37.85 $214K - $218K
5.76K $217K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
4.48K
+ 20.93%
$59.29 - $62.87 $265K - $281K
25.9K $1.55M
PODD
Insulet Corp

Healthcare
741
+ 26.14%
$277.3 - $352.82 $205K - $261K
3.58K $1.1M
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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