Lido Advisors, LLC Purchases in Q3 2025

Lido Advisors, LLC

  • $31.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SOXL
Direxion Daily Semiconductor B

ETFs
6.13K
New
$23.99 - $34.84 $147K - $213K
6.13K $213K
IQV
Iqvia Holdings Inc.

Healthcare
502
+ 13.89%
$157.68 - $200.82 $79.2K - $101K
4.12K $781K
CARG
Car Gurus, Inc.

Communication Services
5.68K
New
$29.11 - $37.85 $165K - $215K
5.68K $211K
PNM
Pnm Resources Inc

Utilities
5.08K
New
N/A
5.08K $211K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
6.27K
New
$31.31 - $34.54 $196K - $217K
6.27K $211K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
2.75K
New
$71.0 - $90.32 $195K - $248K
2.75K $211K
CDE
Coeur Mining, Inc.

Basic Materials
11.2K
New
$8.68 - $18.76 $97.6K - $211K
11.2K $210K
XPO
Xpo Logistics, Inc.

Industrials
1.63K
New
$118.79 - $138.31 $194K - $226K
1.63K $210K
BCS
Barclays PLC

Financial Services
10.1K
New
$17.88 - $21.05 $180K - $212K
10.1K $208K
BWA
Borgwarner Inc

Consumer Cyclical
2.02K
+ 17.81%
$34.53 - $44.44 $69.8K - $89.8K
13.4K $587K
HSBC
Hsbc Holdings PLC

Financial Services
2.02K
+ 32.28%
$60.27 - $70.98 $122K - $144K
8.29K $588K
SHEL
Shell PLC

Energy
2.27K
+ 5.59%
$69.82 - $73.93 $159K - $168K
42.9K $3.07M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
695
+ 2.31%
$82.42 - $87.03 $57.3K - $60.5K
30.8K $2.68M
WYNN
Wynn Resorts LTD

Consumer Cyclical
1.63K
New
$101.96 - $132.43 $166K - $215K
1.63K $208K
DTEC
Alps ETF Tr Disruptive Technol

ETFs
4K
New
$48.0 - $51.73 $192K - $207K
4K $204K
WRB
Berkley W R Corp

Financial Services
1.98K
+ 11.77%
$67.78 - $76.62 $134K - $152K
18.8K $1.44M
CG
Carlyle Group Inc.

Financial Services
3.25K
New
$52.82 - $69.35 $172K - $226K
3.25K $203K
CF
Cf Industries Holdings, Inc.

Basic Materials
2.27K
New
$80.91 - $98.75 $184K - $224K
2.27K $203K
STRL
Sterling Construction CO Inc

Industrials
74
+ 4.57%
$222.54 - $371.84 $16.5K - $27.5K
1.69K $575K
TD
Toronto Dominion Bank

Financial Services
2.53K
New
$72.55 - $79.95 $183K - $202K
2.53K $202K
ESTC
Elastic N.V.

Technology
2.38K
+ 82.12%
$72.54 - $92.3 $173K - $220K
5.28K $445K
FFIV
F5, Inc.

Technology
209
+ 4.51%
$290.76 - $334.59 $60.8K - $69.9K
4.84K $1.57M
FXL
First Tr Exchange Traded Fd Fi

ETFs
1.2K
New
$155.79 - $172.55 $187K - $207K
1.2K $201K
BITQ
Exchange Traded Concepts Tr Bi

ETFs
8K
New
$18.9 - $25.14 $151K - $201K
8K $200K
JPIE
J P Morgan Exchange Traded Fd
4.31K
+ 61.59%
$46.01 - $46.55 $198K - $201K
11.3K $524K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
9.97K
+ 41.75%
$18.58 - $19.75 $185K - $197K
33.9K $648K
BCAT
Black Rock Capital Allocation Trust

ETFs
13.4K
New
$14.56 - $15.29 $196K - $206K
13.4K $198K
FOXA
Fox Corp

Communication Services
2.74K
+ 76.61%
$53.87 - $63.06 $147K - $173K
6.31K $398K
IRM
Iron Mountain Inc

Real Estate
2.03K
+ 10.96%
$89.46 - $104.46 $181K - $212K
20.5K $2.09M
SAR
Saratoga Investment Corp.

Financial Services
11.6K
+ 6.24%
$24.15 - $25.55 $281K - $297K
198K $4.81M
ES
Eversource Energy

Utilities
899
+ 5.36%
$62.86 - $71.14 $56.5K - $64K
17.7K $1.26M
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.45K
+ 32.11%
$89.29 - $100.17 $129K - $145K
5.95K $595K
FNV
Franco Nevada Corp

Basic Materials
198
+ 8.12%
$154.4 - $222.91 $30.6K - $44.1K
2.64K $587K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
7.69K
+ 3.57%
$10.62 - $11.43 $81.7K - $87.9K
223K $2.54M
NRZ
New Residential Investment Corp.

Real Estate
26K
+ 27.97%
N/A
119K $863K
JLL
Jones Lang Lasalle Inc

Real Estate
168
+ 5.21%
$248.95 - $319.66 $41.8K - $53.7K
3.39K $1.01M
SKYY
First Trust Cloud Computing Et

ETFs
200
+ 1.61%
$118.24 - $138.53 $23.6K - $27.7K
12.6K $1.7M
FLO
Flowers Foods Inc

Consumer Defensive
14.3K
New
$12.68 - $16.76 $181K - $240K
14.3K $186K
VBK
Vanguard Small Cap Growth ETF

ETFs
256
+ 5.07%
$276.51 - $305.12 $70.8K - $78.1K
5.31K $1.58M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
12.4K
New
$14.49 - $14.86 $180K - $185K
12.4K $180K
IGM
Ishares Expanded Tech Sector E

ETFs
750
+ 12.25%
$110.96 - $127.67 $83.2K - $95.8K
6.87K $865K
STWD
Starwood Property Trust, Inc.

Real Estate
14.7K
+ 9.62%
$19.37 - $20.97 $285K - $309K
168K $3.25M
JOBY
Joby Aviation, Inc.

Industrials
10.8K
New
$9.81 - $20.39 $106K - $221K
10.8K $175K
RMD
Resmed Inc

Healthcare
407
+ 9.97%
$252.01 - $293.73 $103K - $120K
4.49K $1.23M
SONY
Sony Group Corp

Technology
3.53K
+ 13.48%
$23.92 - $30.07 $84.4K - $106K
29.7K $855K
HTGC
Hercules Capital, Inc.

Financial Services
7.09K
+ 12.67%
$18.34 - $19.53 $130K - $138K
63K $1.19M
LEN
Lennar Corp

Consumer Cyclical
125
+ 1.25%
$107.73 - $142.4 $13.5K - $17.8K
10.2K $1.28M
PCAR
Paccar Inc

Industrials
1.31K
+ 10.77%
$92.91 - $102.86 $122K - $135K
13.5K $1.32M
AQST
Aquestive Therapeutics, Inc.

Healthcare
30K
New
$3.4 - $5.99 $102K - $179K
30K $167K
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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