Lido Advisors, LLC Purchases in Q3 2025

Lido Advisors, LLC

  • $31.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
1.46K
+ 12.39%
$1.37 - $2.04 $1.99K - $2.97K
13.2K $26K
IBHE
Ishares Ibonds 2025 Term High

ETFs
553
+ 0.4%
$23.14 - $23.23 $12.8K - $12.8K
140K $3.25M
ENVX
Enovix Corp

Industrials
919
+ 8.49%
$8.0 - $15.93 $7.35K - $14.6K
11.7K $117K
TFLO
Ishares Treasury Floating Rate

ETFs
124
+ 1.53%
$50.45 - $50.65 $6.26K - $6.28K
8.21K $415K
CPRT
Copart Inc

Consumer Cyclical
2.22K
+ 9.53%
$44.6 - $49.97 $98.8K - $111K
25.5K $1.15M
STM
St Microelectronics N.V.

Technology
1.07K
+ 8.79%
$24.77 - $33.41 $26.5K - $35.7K
13.2K $374K
WSFS
Wsfs Financial Corp

Financial Services
225
+ 3.65%
$53.34 - $59.17 $12K - $13.3K
6.39K $344K
NWS
News Corp New Cl B Com Stk (De

Communication Services
81
+ 1.34%
$31.68 - $35.17 $2.57K - $2.85K
6.11K $210K
PCT
Pure Cycle Technologies, Inc.

Industrials
1.57K
+ 5.04%
$12.21 - $16.92 $19.2K - $26.6K
32.8K $431K
HTBK
Heritage Commerce Corp

Financial Services
72
+ 0.06%
$9.25 - $10.69 $666 - $770
118K $1.18M
ITRI
Itron, Inc.

Technology
147
+ 6.2%
$117.47 - $138.42 $17.3K - $20.3K
2.52K $313K
Acuren Corp
12.9K
New
N/A
12.9K $0
Americas Gold And Silver Cor
41.9K
New
N/A
41.9K $0
Amplify ETF Tr
95
+ 0.58%
N/A
16.4K $0
Annaly Capital Management In
9.5K
New
N/A
9.5K $0
Aptiv PLC
1.2K
+ 11.24%
N/A
11.9K $0
Ardent Health Inc
996
+ 1.11%
N/A
91K $0
Arista Networks Inc
64K
+ 39.95%
N/A
224K $0
Ark 21 Shares Bitcoin ETF
1.09K
+ 6.55%
N/A
17.7K $0
Arm Holdings PLC
345
+ 13.84%
N/A
2.84K $0
Atlanta Braves Hldgs Inc
269
+ 5.13%
N/A
5.51K $0
Atlassian Corporation
897
+ 44.32%
N/A
2.92K $0
Bank America Corp
47.5K
New
N/A
47.5K $0
Barrick Mng Corp
56.1K
New
N/A
56.1K $0
Blackrock ETF Trust Ii
3.48K
+ 69.57%
N/A
8.48K $0
Blackrock Inc
15.5K
+ 74.15%
N/A
36.4K $0
Blue Owl Technology Fin Corp
11.9K
New
N/A
11.9K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
10.2K
New
N/A
10.2K $0
XSVN
Bondbloxx ETF Tr 7 Yr Target D
2.41K
+ 2.6%
N/A
94.9K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
51.2K
New
N/A
51.2K $0
XTWO
Bondbloxx ETF Tr 2 Yr Target D
60.5K
New
N/A
60.5K $0
Bondbloxx ETF Trust
24.8K
New
N/A
24.8K $0
Bondbloxx ETF Trust
125K
New
N/A
125K $0
Brookfield Asset Managmt LTD
3.74K
New
N/A
3.74K $0
Brookfield Corp
4.44K
+ 26.75%
N/A
21.1K $0
Bunge Global Sa
504
+ 2.24%
N/A
23K $0
Celestica Inc
1.19K
New
N/A
1.19K $0
Coherent Corp
5.12K
+ 93.54%
N/A
10.6K $0
Core Laboratories Inc
44.8K
New
N/A
44.8K $0
Coreweave Inc
2.68K
New
N/A
2.68K $0
Corpay Inc
94
+ 8.75%
N/A
1.17K $0
CRH.L
Crh PLC

Basic Materials
316
+ 5.23%
N/A
6.36K $0
Dimensional ETF Trust
45.8K
+ 65.47%
N/A
116K $0
Direxion Shs ETF Tr
6.43K
New
N/A
6.43K $0
Encore Energy Corp
500
+ 3.25%
N/A
15.9K $0
ETF Opportunities Trust
8.01K
New
N/A
8.01K $0
QTUM
ETF Ser Solutions Defiance Qua
13K
New
N/A
13K $0
Ferguson Enterprises Inc
1.05K
New
N/A
1.05K $0
Fidelity Covington Trust
4K
+ 20.86%
N/A
23.2K $0
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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