Lido Advisors, LLC Purchases in Q3 2025

Lido Advisors, LLC

  • $31.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
61.9K
+ 67.51%
$236.25 - $257.69 $14.6M - $16M
154K $39.4M
VEU
Vanguard Ftse All World Ex Us

ETFs
240K
+ 897.84%
$66.38 - $71.68 $15.9M - $17.2M
266K $19M
VLUE
Ishares Msci Usa Value Factor

ETFs
133K
+ 561.54%
$111.55 - $125.05 $14.9M - $16.7M
157K $19.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
14.1K
+ 5.78%
$224.68 - $282.71 $3.16M - $3.98M
257K $71.9M
XOM
Exxon Mobil Corp

Energy
120K
+ 19.73%
$105.83 - $117.22 $12.7M - $14M
727K $81.9M
VFH
Vanguard Financial ETF

ETFs
120K
+ 68.99%
$125.23 - $132.78 $15.1M - $16M
294K $38.6M
AMAT
Applied Materials Inc

Technology
58.7K
+ 30.48%
$156.25 - $204.95 $9.17M - $12M
251K $51.4M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
59K
+ 113.48%
$225.11 - $247.9 $13.3M - $14.6M
111K $27.4M
CAT
Caterpillar Inc

Industrials
19K
+ 25.96%
$390.92 - $477.15 $7.44M - $9.08M
92.4K $44.1M
UNH
Unitedhealth Group Inc

Healthcare
28.5K
+ 16.52%
$237.77 - $353.61 $6.77M - $10.1M
201K $69.3M
SIZE
Ishares Msci Usa Size Factor E

ETFs
95.1K
+ 641.85%
$154.38 - $161.78 $14.7M - $15.4M
110K $17.7M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
160K
+ 148.52%
$92.18 - $95.14 $14.8M - $15.2M
268K $25.5M
RTX
Raytheon Technologies Corp

Industrials
61.1K
+ 25.81%
$144.19 - $167.33 $8.81M - $10.2M
298K $49.8M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
141K
+ 7.45%
$61.56 - $66.95 $8.69M - $9.45M
2.04M $136M
VCR
Vanguard Consumer Discretionar

ETFs
33.3K
+ 76.51%
$359.61 - $401.35 $12M - $13.4M
76.8K $30.4M
GS
Goldman Sachs Group Inc

Financial Services
7.06K
+ 7.08%
$696.56 - $806.32 $4.91M - $5.69M
107K $84.9M
MU
Micron Technology Inc

Technology
37K
+ 20.64%
$104.88 - $168.89 $3.88M - $6.25M
216K $36.2M
ETN
Eaton Corp PLC

Industrials
32.1K
+ 27.09%
$342.99 - $392.76 $11M - $12.6M
151K $56.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
96.4K
+ 36.4%
$108.46 - $120.63 $10.5M - $11.6M
361K $42.9M
HEFA
Ishares Currency Hedged Msci E

ETFs
346K
New
$37.2 - $39.61 $12.9M - $13.7M
346K $13.7M
SPMD
Spdr Portfolio

ETFs
231K
+ 6025.29%
$54.43 - $58.29 $12.6M - $13.4M
234K $13.4M
HOOD
Robinhood Markets, Inc.

Technology
61.6K
+ 72.41%
$91.27 - $143.18 $5.62M - $8.82M
147K $21M
MCD
Mcdonalds Corp

Consumer Cyclical
39.8K
+ 49.46%
$291.67 - $316.99 $11.6M - $12.6M
120K $36.5M
SBAC
Sba Communications Corp

Real Estate
67.4K
New
$191.35 - $239.35 $12.9M - $16.1M
67.4K $13M
IWY
Ishares Tr Russell 200 Growth

ETFs
713
+ 0.15%
$243.93 - $275.62 $174K - $197K
473K $129M
VOX
Vanguard Communication Service

ETFs
61.5K
+ 73.81%
$169.0 - $192.17 $10.4M - $11.8M
145K $27.2M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
507K
+ 17.03%
$25.09 - $25.19 $12.7M - $12.8M
3.48M $87.7M
VIS
Vanguard Industrial ETF

ETFs
39K
+ 67.24%
$281.0 - $296.29 $11M - $11.6M
97K $28.7M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
19K
+ 49.85%
$567.09 - $607.37 $10.8M - $11.5M
57.1K $34M
CVX
Chevron Corp

Energy
67.9K
+ 44.48%
$145.57 - $161.83 $9.89M - $11M
221K $34.3M
AXP
American Express CO

Financial Services
32.2K
+ 44.88%
$294.27 - $342.31 $9.48M - $11M
104K $34.5M
VTV
Vanguard Value ETF

ETFs
46.4K
+ 15.35%
$175.51 - $186.57 $8.14M - $8.65M
348K $65M
MRK
Merck & Co., Inc.

Healthcare
125K
+ 53.14%
$77.6 - $87.37 $9.66M - $10.9M
359K $30.1M
V
Visa Inc.

Financial Services
42K
+ 20.25%
$332.09 - $358.86 $13.9M - $15.1M
249K $85.1M
VLO
Valero Energy Corp

Energy
54.2K
+ 86.39%
$131.77 - $175.63 $7.15M - $9.52M
117K $19.9M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
219K
New
$50.9 - $52.37 $11.2M - $11.5M
219K $11.5M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
220K
+ 159.64%
$49.09 - $50.58 $10.8M - $11.1M
358K $18.1M
MA
Mastercard Inc

Financial Services
18.5K
+ 20.15%
$550.18 - $598.96 $10.2M - $11.1M
110K $62.8M
MNST
Monster Beverage Corp

Consumer Defensive
159K
+ 257.18%
$58.65 - $67.31 $9.35M - $10.7M
222K $14.9M
APH
Amphenol Corp

Technology
68.9K
+ 70.97%
$97.39 - $125.4 $6.71M - $8.64M
166K $20.5M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
457K
+ 14.58%
N/A
3.59M $85.3M
XLK
Technology Sector Spdr

ETFs
21K
+ 12.43%
$250.97 - $282.66 $5.27M - $5.94M
190K $53.6M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
429K
+ 13.7%
$24.14 - $24.34 $10.3M - $10.4M
3.56M $86.6M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
32.1K
+ 1.88%
$77.92 - $81.94 $2.5M - $2.63M
1.74M $142M
PWR
Quanta Services, Inc.

Industrials
18.1K
+ 27.42%
$372.29 - $421.68 $6.75M - $7.64M
84.2K $34.9M
HON
Honeywell International Inc

Industrials
52.5K
+ 87.7%
$207.7 - $240.4 $10.9M - $12.6M
112K $23.7M
RCII
Rent A Center Inc De

Industrials
364K
New
N/A
364K $9.71M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
142K
+ 33.77%
$49.43 - $54.52 $7.04M - $7.77M
564K $30.6M
TLT
Ishares Barclays 20+ Year Trea

ETFs
103K
+ 96.08%
$85.01 - $90.35 $8.77M - $9.32M
210K $18.8M
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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