Lido Advisors, LLC Purchases in Q3 2025

Lido Advisors, LLC

  • $31.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BBY
Best Buy CO Inc

Consumer Cyclical
317
+ 2.73%
$64.12 - $78.46 $20.3K - $24.9K
11.9K $901K
NIO
Nio Inc.

Consumer Cyclical
238
+ 0.83%
$3.41 - $7.62 $812 - $1.81K
29K $220K
HL
Hecla Mining CO

Basic Materials
10K
New
$5.59 - $12.1 $56.1K - $121K
10K $121K
IBKR
Interactive Brokers Group, Inc.

Financial Services
37
+ 0.43%
$56.32 - $68.81 $2.08K - $2.55K
8.67K $596K
AJG
Arthur J. Gallagher & Co.

Financial Services
679
+ 7.58%
$284.17 - $319.49 $193K - $217K
9.64K $2.99M
HBAN
Huntington Bancshares Inc

Financial Services
5.51K
+ 13.05%
$15.87 - $17.88 $87.5K - $98.5K
47.7K $824K
MLI
Mueller Industries Inc

Industrials
117
+ 2.4%
$82.07 - $101.7 $9.6K - $11.9K
5K $505K
TBBK
Bancorp, Inc.

Financial Services
88
+ 1.46%
$58.16 - $79.6 $5.12K - $7K
6.14K $459K
SNA
Snap On Inc

Industrials
189
+ 13.98%
$313.01 - $346.53 $59.2K - $65.5K
1.54K $534K
SPXC
Spx Corp

Industrials
334
+ 12.28%
$168.95 - $204.31 $56.4K - $68.2K
3.05K $570K
MTD
Mettler Toledo International Inc

Healthcare
78
+ 24.22%
$1166.48 - $1324.06 $91K - $103K
400 $491K
FQAL
Fidelity Covington Tr Quality

ETFs
200
+ 1.05%
$69.69 - $74.72 $13.9K - $14.9K
19.2K $1.44M
MFG
Mizuho Financial Group Inc

Financial Services
11.5K
+ 37.52%
$5.42 - $6.85 $62.3K - $78.7K
42.1K $282K
EME
Emcor Group, Inc.

Industrials
64
+ 10.53%
$530.88 - $655.83 $34K - $42K
672 $436K
VST
Vistra Corp.

Utilities
284
+ 1.09%
$182.0 - $217.92 $51.7K - $61.9K
26.2K $5.14M
IEF
Ishares Barclays

ETFs
925
+ 3.15%
$93.91 - $97.26 $86.9K - $90K
30.3K $2.92M
IWC
Russell Micro Cap ETF

ETFs
1
+ 0.02%
$127.86 - $151.39 $128 - $151
5.1K $759K
PML
Pimco Municipal Income Fund Ii

Financial Services
19
+ 0.01%
$7.11 - $7.91 $135 - $150
233K $1.85M
LYG
Lloyds Banking Group PLC

Financial Services
21.1K
+ 57.28%
$4.03 - $4.63 $84.9K - $97.5K
57.8K $262K
NUE
Nucor Corp

Basic Materials
534
+ 9.6%
$133.3 - $150.33 $71.2K - $80.3K
6.1K $825K
SYY
Sysco Corp

Consumer Defensive
227
+ 1.73%
$76.33 - $82.51 $17.3K - $18.7K
13.4K $1.1M
PARR
Par Pacific Holdings, Inc.

Energy
108
+ 0.97%
$27.09 - $37.84 $2.93K - $4.09K
11.3K $399K
VTRS
Viatris Inc

Healthcare
7.92K
+ 32.2%
$8.74 - $10.69 $69.2K - $84.6K
32.5K $321K
JMIA
Jumia Technologies Ag

Consumer Cyclical
2.12K
+ 20.97%
$4.23 - $11.97 $8.95K - $25.3K
12.2K $141K
ACLS
Axcelis Technologies Inc

Technology
14
+ 0.4%
$67.69 - $100.44 $948 - $1.41K
3.52K $343K
SYK
Stryker Corp

Healthcare
3.7K
+ 7.56%
$368.57 - $403.53 $1.36M - $1.49M
52.6K $19.5M
UMC
United Microelectronics Corp

Technology
13K
New
$6.58 - $7.86 $85.4K - $102K
13K $98K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
9.8K
+ 49.38%
$10.03 - $10.4 $98.2K - $102K
29.6K $300K
AOR
Ishares Tr Core Growth Allocat

ETFs
309
+ 1.13%
$60.99 - $64.39 $18.8K - $19.9K
27.6K $1.78M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
5.99K
+ 10.84%
$11.15 - $11.87 $66.8K - $71.1K
61.3K $710K
IDEV
Ishares Core Msci Intl Develop

ETFs
127
+ 0.62%
$74.68 - $80.26 $9.48K - $10.2K
20.5K $1.64M
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
7.57K
+ 31.64%
$12.93 - $13.4 $97.8K - $101K
31.5K $408K
VRT
Vertiv Holdings CO

Industrials
1.09K
+ 18.71%
N/A
6.88K $596K
ONB
Old National Bancorp

Financial Services
3.88K
+ 35.46%
$20.4 - $23.47 $79.1K - $91K
14.8K $325K
KMB
Kimberly Clark Corp

Consumer Defensive
1.38K
+ 7.85%
$121.72 - $136.77 $167K - $188K
18.9K $2.35M
OTTR
Otter Tail Corp

Utilities
891
+ 23.96%
$75.29 - $85.97 $67.1K - $76.6K
4.61K $377K
EXAS
Exact Sciences Corp

Healthcare
953
+ 3.99%
$40.91 - $56.0 $39K - $53.4K
24.9K $1.36M
GIII
G Iii Apparel Group LTD

Consumer Cyclical
86
+ 0.42%
$23.08 - $27.63 $1.98K - $2.38K
20.7K $550K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
84
+ 6.22%
$393.18 - $439.39 $33K - $36.9K
1.44K $624K
FRSH
Freshworks Inc.

Technology
10.3K
+ 98.06%
$11.77 - $15.36 $121K - $158K
20.8K $244K
AN
Autonation, Inc.

Consumer Cyclical
158
+ 6.13%
$189.27 - $227.18 $29.9K - $35.9K
2.73K $598K
FLEX
Flex Ltd.

Technology
56
+ 0.54%
$48.49 - $59.33 $2.72K - $3.32K
10.4K $601K
SHV
Ishares Tr

ETFs
767
+ 2.51%
$110.06 - $110.49 $84.4K - $84.7K
31.3K $3.45M
MGY
Magnolia Oil & Gas Corp

Energy
2.86K
+ 22.09%
$22.5 - $25.26 $64.4K - $72.3K
15.8K $377K
SANM
Sanmina Corp

Technology
140
+ 3.49%
$95.79 - $123.84 $13.4K - $17.3K
4.16K $478K
TROW
Price T Rowe Group Inc

Financial Services
513
+ 9.83%
$98.67 - $111.52 $50.6K - $57.2K
5.73K $588K
ZION
Zions Bancorporation, National Association

Financial Services
601
+ 5.39%
$51.2 - $59.15 $30.8K - $35.5K
11.7K $664K
ACIW
Aci Worldwide, Inc.

Technology
421
+ 4.67%
$40.74 - $52.9 $17.2K - $22.3K
9.44K $498K
HUBB
Hubbell Inc

Industrials
164
+ 27.61%
$410.51 - $450.93 $67.3K - $74K
758 $326K
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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