Lido Advisors, LLC Purchases in Q3 2025

Lido Advisors, LLC

  • $31.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ILMN
Illumina, Inc.

Healthcare
895
+ 36.97%
$91.69 - $109.88 $82.1K - $98.3K
3.32K $314K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
37
+ 0.1%
$32.11 - $34.92 $1.19K - $1.29K
36.4K $1.27M
AOA
Ishares Tr Core Aggressive All

ETFs
442
+ 4.74%
$82.71 - $88.14 $36.6K - $39K
9.77K $861K
AIZ
Assurant, Inc.

Financial Services
116
+ 3.92%
$184.56 - $218.69 $21.4K - $25.4K
3.08K $666K
DORM
Dorman Products, Inc.

Consumer Cyclical
23
+ 0.99%
$119.13 - $166.34 $2.74K - $3.83K
2.36K $367K
GVA
Granite Construction Inc

Industrials
231
+ 6.71%
$92.28 - $111.29 $21.3K - $25.7K
3.67K $402K
AIR
Aar Corp

Industrials
91
+ 2.65%
$69.47 - $89.67 $6.32K - $8.16K
3.52K $315K
BIGZ
Black Rock Innovation & Growth Trust
12.2K
New
N/A
12.2K $80K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.15K
+ 10.2%
$41.91 - $44.87 $48.3K - $51.7K
12.5K $556K
WST
West Pharmaceutical Services Inc

Healthcare
85
+ 6.48%
$210.08 - $279.1 $17.9K - $23.7K
1.4K $366K
PDI
Pimco Dynamic Income Fund

Financial Services
2.15K
+ 5.09%
$18.85 - $20.07 $40.5K - $43.1K
44.3K $877K
TEF
Telefonica S A

Communication Services
15.3K
New
$5.01 - $5.71 $76.5K - $87.1K
15.3K $77K
CCJ
Cameco Corp

Energy
298
+ 5.61%
$70.47 - $86.89 $21K - $25.9K
5.61K $470K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
119
+ 5.8%
$113.83 - $154.45 $13.5K - $18.4K
2.17K $335K
CTRE
Care Trust Reit, Inc.

Real Estate
884
+ 8.18%
$30.29 - $34.8 $26.8K - $30.8K
11.7K $405K
EQT
Eqt Corp

Energy
1.73K
+ 33.49%
$49.19 - $59.19 $85.3K - $103K
6.91K $376K
TTC
Toro CO

Industrials
144
+ 1.25%
$72.64 - $82.54 $10.5K - $11.9K
11.7K $887K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.45K
+ 6.47%
$13.29 - $16.05 $19.3K - $23.3K
23.9K $381K
STE
Steris PLC

Healthcare
219
+ 9.17%
$221.21 - $252.43 $48.4K - $55.3K
2.61K $645K
TTD
Trade Desk, Inc.

Technology
11.4K
+ 53.81%
$43.93 - $89.76 $500K - $1.02M
32.6K $1.6M
VONE
Vanguard Russell 1000 ETF

ETFs
170
+ 18.18%
$280.68 - $303.97 $47.7K - $51.7K
1.11K $334K
AMP
Ameriprise Financial Inc

Financial Services
971
+ 10.13%
$486.13 - $544.55 $472K - $529K
10.6K $5.19M
VIAV
Viavi Solutions Inc.

Technology
697
+ 2.98%
$9.76 - $12.69 $6.8K - $8.84K
24.1K $305K
ESI
Element Solutions Inc

Basic Materials
1.09K
+ 6.58%
$23.13 - $26.99 $25.2K - $29.4K
17.6K $444K
NPO
Enpro Industries, Inc

Industrials
46
+ 2.69%
$195.22 - $231.56 $8.98K - $10.7K
1.75K $396K
ILCV
Ishares Morningstar Value ETF

ETFs
31
+ 0.31%
$82.86 - $90.02 $2.57K - $2.79K
9.91K $892K
SERA
Sera Prognostics, Inc.

Healthcare
22.2K
New
$2.23 - $3.41 $49.4K - $75.6K
22.2K $67K
ZS
Zscaler, Inc.

Technology
494
+ 8.7%
$267.68 - $316.5 $132K - $156K
6.17K $1.85M
ABCB
Ameris Bancorp

Financial Services
177
+ 2.89%
$65.68 - $76.41 $11.6K - $13.5K
6.29K $461K
MTB
M&T Bank Corp

Financial Services
252
+ 5.75%
$183.74 - $204.05 $46.3K - $51.4K
4.63K $915K
LANC
Lancaster Colony Corp

Consumer Defensive
111
+ 2.08%
$171.5 - $183.37 $19K - $20.4K
5.44K $985K
AX
Axos Financial, Inc.

Financial Services
158
+ 2.7%
$78.32 - $92.31 $12.4K - $14.6K
6K $507K
ORI
Old Republic International Corp

Financial Services
784
+ 10.67%
$35.74 - $42.47 $28K - $33.3K
8.13K $345K
SSNC
Ss&C Technologies Holdings Inc

Technology
528
+ 19.13%
$81.85 - $90.2 $43.2K - $47.6K
3.29K $291K
EAD
Allspring Income Opportunities Fund

Financial Services
9.16K
+ 16.3%
$6.91 - $7.16 $63.3K - $65.5K
65.3K $457K
FDN
First Tr Fd Dow Jones

ETFs
108
+ 3.63%
$264.06 - $287.34 $28.5K - $31K
3.09K $863K
KIM
Kimco Realty Corp

Real Estate
2.11K
+ 12.05%
$20.74 - $22.79 $43.7K - $48K
19.6K $427K
NTRS
Northern Trust Corp

Financial Services
275
+ 9.16%
$123.6 - $134.6 $34K - $37K
3.28K $440K
EFC
Ellington Financial Inc.

Real Estate
4.58K
+ 7.13%
$12.66 - $14.02 $57.9K - $64.2K
68.8K $892K
RE
Everest Re Group LTD

Financial Services
157
+ 26.48%
N/A
750 $278K
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
1.07K
+ 1.62%
$11.27 - $12.14 $12K - $13K
66.9K $803K
ROM
Proshares Ultra Technology

ETFs
100
+ 3.39%
$74.72 - $93.32 $7.47K - $9.33K
3.05K $282K
CUBI
Customers Bancorp, Inc.

Financial Services
300
+ 5.3%
$61.21 - $72.43 $18.4K - $21.7K
5.96K $389K
SLDP
Solid Power, Inc.

Industrials
16K
New
$2.2 - $5.37 $35.2K - $85.9K
16K $55K
EXTR
Extreme Networks Inc

Technology
328
+ 1.9%
$16.78 - $22.85 $5.5K - $7.49K
17.6K $363K
KNSL
Kinsale Capital Group, Inc.

Financial Services
192
+ 41.65%
$415.15 - $489.89 $79.7K - $94.1K
653 $277K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
245
+ 2.28%
$24.17 - $29.62 $5.92K - $7.26K
11K $316K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
482
+ 4.16%
$29.52 - $34.78 $14.2K - $16.8K
12.1K $408K
CMF
Ishares California Muni Bond E

ETFs
581
+ 3.98%
$55.16 - $57.13 $32K - $33.2K
15.2K $865K
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
Track This Portfolio

Track Lido Advisors, LLC Portfolio

Follow Lido Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lido Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lido Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email