Lido Advisors, LLC Purchases in Q3 2025

Lido Advisors, LLC

  • $31.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ESGU
Ishares Trust Ishares Esg Awar

ETFs
5
+ 0.1%
$134.94 - $145.86 $675 - $729
5.08K $738K
OII
Oceaneering International Inc

Energy
255
+ 2.21%
$20.47 - $25.66 $5.22K - $6.54K
11.8K $292K
SU
Suncor Energy Inc

Energy
469
+ 6.39%
$37.83 - $43.02 $17.7K - $20.2K
7.8K $326K
FEX
First Tr Large Cap Core Alphde

ETFs
16
+ 0.22%
$110.0 - $117.08 $1.76K - $1.87K
7.26K $847K
ISCG
Ishares Morningstar Small Cap

ETFs
17
+ 0.15%
$49.84 - $55.14 $847 - $937
11.1K $602K
SJM
J M Smucker CO

Consumer Defensive
227
+ 9.03%
$102.24 - $113.2 $23.2K - $25.7K
2.74K $297K
SNEX
Stone X Group Inc.

Financial Services
132
+ 3.48%
$81.94 - $104.56 $10.8K - $13.8K
3.93K $396K
SYNA
Synaptics Inc

Technology
443
+ 7.9%
$59.7 - $74.35 $26.4K - $32.9K
6.05K $413K
SYF
Synchrony Financial

Financial Services
314
+ 4.89%
$67.53 - $76.86 $21.2K - $24.1K
6.74K $478K
AVAV
Aero Vironment Inc

Industrials
83
+ 11.08%
$226.08 - $314.89 $18.8K - $26.1K
832 $261K
TDW
Tidewater Inc

Energy
208
+ 4.04%
$46.32 - $63.19 $9.63K - $13.1K
5.36K $285K
TTE
Total Energies Se

Energy
701
+ 8.58%
N/A
8.87K $608K
FTDR
Frontdoor, Inc.

Consumer Cyclical
154
+ 3.55%
$54.88 - $68.04 $8.45K - $10.5K
4.49K $302K
PFG
Principal Financial Group Inc

Financial Services
352
+ 6.67%
$75.53 - $82.95 $26.6K - $29.2K
5.63K $466K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
518
+ 9.96%
$57.5 - $61.94 $29.8K - $32.1K
5.72K $354K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.55K
+ 4.66%
$22.9 - $23.58 $35.6K - $36.6K
34.9K $819K
SES
Ses Ai Corp

Consumer Cyclical
27K
New
$0.84 - $1.9 $22.7K - $51.3K
27K $45K
AZZ
Azz Inc

Industrials
78
+ 3.15%
$96.74 - $119.54 $7.55K - $9.32K
2.56K $278K
JBT
John Bean Technologies Corp

Industrials
345
+ 13.49%
N/A
2.9K $365K
TT
Trane Technologies PLC

Industrials
414
+ 4.9%
$398.96 - $472.54 $165K - $196K
8.87K $3.74M
BXP
Boston Properties Inc

Real Estate
284
+ 8.83%
$62.11 - $78.93 $17.6K - $22.4K
3.5K $260K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
51
+ 3.9%
$201.83 - $230.93 $10.3K - $11.8K
1.36K $301K
PVH
Pvh Corp.

Consumer Cyclical
146
+ 7.2%
$70.6 - $89.52 $10.3K - $13.1K
2.17K $182K
VTWG
Vanguard Russell 2000 Growth E

ETFs
51
+ 4.1%
$208.02 - $237.84 $10.6K - $12.1K
1.3K $302K
APLE
Apple Hospitality Reit, Inc.

Real Estate
2.05K
+ 4.06%
$11.53 - $13.17 $23.6K - $27K
52.5K $630K
FCX
Freeport Mcmoran Inc

Basic Materials
6.38K
+ 12.65%
$35.34 - $47.21 $226K - $301K
56.8K $2.23M
REAX
Real Brokerage Inc

Real Estate
10.1K
New
$3.84 - $5.38 $38.8K - $54.4K
10.1K $42K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
484
+ 19.96%
$86.07 - $90.74 $41.7K - $43.9K
2.91K $260K
DOW
Dow Inc.

Basic Materials
3.74K
+ 28.92%
$20.87 - $30.37 $78.1K - $114K
16.7K $382K
WIT
Wipro LTD

Technology
18.1K
+ 91.27%
$2.63 - $3.11 $47.7K - $56.4K
38K $100K
ZETA
Zeta Global Holdings Corp.

Technology
2.06K
New
$14.0 - $22.08 $28.8K - $45.4K
2.06K $40K
ADTN
Adtran Inc

Technology
46
+ 0.05%
$8.09 - $10.61 $372 - $488
90.8K $851K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
592
+ 6.7%
$30.8 - $37.14 $18.2K - $22K
9.42K $320K
MSCI
Msci Inc.

Financial Services
112
+ 3.81%
$526.48 - $588.0 $59K - $65.9K
3.05K $1.73M
K
Kellogg CO

Consumer Defensive
283
+ 5.25%
$76.96 - $82.02 $21.8K - $23.2K
5.67K $464K
RVPH
Reviva Pharmaceuticals Holdings, Inc.

Healthcare
99.6K
New
$0.27 - $0.54 $26.9K - $53.8K
99.6K $36K
INT
World Fuel Services Corp

Energy
1.63K
+ 19.69%
N/A
9.9K $217K
AB
Alliancebernstein Holding L.P.

Financial Services
1.95K
+ 12.77%
$37.76 - $42.88 $73.6K - $83.6K
17.2K $658K
IYR
Ishares Tr

ETFs
4
+ 0.03%
$94.16 - $98.46 $377 - $394
14.9K $1.45M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
467
+ 1.53%
$52.39 - $53.11 $24.5K - $24.8K
30.9K $1.64M
RS
Reliance Steel & Aluminum CO

Basic Materials
238
+ 23.56%
$277.33 - $343.66 $66K - $81.8K
1.25K $350K
AVA
Avista Corp

Utilities
889
+ 13.07%
$35.55 - $38.37 $31.6K - $34.1K
7.69K $290K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
4.08K
+ 16.72%
$19.13 - $22.22 $78.1K - $90.7K
28.5K $561K
ATUS
Altice Usa, Inc.

Communication Services
46
+ 0.04%
$2.05 - $2.95 $94.3 - $136
114K $273K
DNN
Denison Mines Corp.

Energy
7K
+ 58.33%
$1.69 - $2.86 $11.8K - $20K
19K $52K
GTES
Gates Industrial Corp PLC

Industrials
236
+ 1.77%
$23.38 - $26.14 $5.52K - $6.17K
13.5K $336K
IXJ
Ishares Global Healthcare ETF

ETFs
269
+ 10.28%
$82.73 - $89.14 $22.3K - $24K
2.89K $255K
OSCR
Oscar Health, Inc.

Healthcare
1.63K
New
$13.42 - $20.45 $21.8K - $33.3K
1.63K $30K
SFBS
Servis First Bancshares, Inc.

Financial Services
212
+ 4.84%
$76.69 - $89.24 $16.3K - $18.9K
4.59K $369K
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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