Lido Advisors, LLC Purchases in Q3 2025

Lido Advisors, LLC

  • $31.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VEEV
Veeva Systems Inc

Healthcare
30.7K
+ 877.89%
$269.2 - $297.91 $8.27M - $9.15M
34.2K $10.2M
TIP
Ishares Tr Tips Bd ETF

ETFs
80.9K
+ 78.97%
$109.11 - $111.88 $8.82M - $9.05M
183K $20.4M
EWJ
Ishares Msci Japan ETF

ETFs
105K
+ 86.7%
$71.69 - $81.49 $7.5M - $8.52M
225K $18.1M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
108K
+ 431.94%
$74.93 - $80.73 $8.09M - $8.71M
133K $10.7M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
293K
+ 1086.51%
$28.15 - $30.13 $8.24M - $8.82M
320K $9.47M
NOW
Service Now, Inc.

Technology
12.7K
+ 41.49%
$850.86 - $1044.69 $10.8M - $13.2M
43.1K $39.7M
SHOP
Shopify Inc.

Technology
37.5K
+ 49.85%
$112.11 - $157.12 $4.2M - $5.89M
113K $16.7M
BX
Blackstone Inc.

Financial Services
37.6K
+ 49.1%
$152.77 - $188.68 $5.74M - $7.09M
114K $19.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
76.8K
+ 35.01%
$87.29 - $93.61 $6.71M - $7.19M
296K $27.7M
GD
General Dynamics Corp

Industrials
13.1K
+ 18.6%
$293.92 - $341.0 $3.85M - $4.47M
83.6K $28.5M
UBER
Uber Technologies, Inc

Technology
73.9K
+ 53.11%
$86.91 - $99.57 $6.43M - $7.36M
213K $20.9M
IWL
Ishares Tr Russell 200 ETF

ETFs
23.3K
+ 7.52%
$152.78 - $166.59 $3.56M - $3.88M
333K $55.3M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
143K
+ 67.9%
$52.55 - $54.37 $7.5M - $7.76M
353K $19.1M
LMT
Lockheed Martin Corp

Industrials
13.7K
+ 48.24%
$410.74 - $499.21 $5.62M - $6.83M
42K $21M
CSCO
Cisco Systems, Inc.

Technology
122K
+ 24.33%
$66.2 - $71.79 $8.05M - $8.73M
621K $42.5M
QCOM
Qualcomm Inc

Technology
40.3K
+ 26.75%
$145.84 - $173.55 $5.87M - $6.99M
191K $31.7M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
294K
+ 13.91%
$25.24 - $25.56 $7.41M - $7.51M
2.41M $61.4M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
132K
+ 145.38%
$52.12 - $55.33 $6.87M - $7.29M
223K $12.3M
VB
Vanguard Small Cap ETF

ETFs
22.5K
+ 22.56%
$237.58 - $259.17 $5.34M - $5.83M
122K $31.1M
BSCV
Invesco ETF Self Indexed Fd Tr
442K
+ 548.42%
$16.39 - $16.83 $7.24M - $7.44M
522K $8.71M
WFC
Wells Fargo & Company

Financial Services
79.3K
+ 45.21%
$77.05 - $85.16 $6.11M - $6.75M
255K $21.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
9.27K
+ 26.93%
$404.94 - $499.99 $3.75M - $4.63M
43.7K $21.2M
GE
General Electric CO

Industrials
12.3K
+ 15.23%
$244.75 - $305.63 $3M - $3.75M
92.8K $27.9M
PANW
Palo Alto Networks Inc

Technology
36.6K
+ 13.5%
$167.06 - $208.19 $6.11M - $7.62M
308K $62.6M
VPU
Vanguard Utilities ETF

ETFs
34.7K
+ 109.71%
$175.25 - $189.41 $6.08M - $6.57M
66.3K $12.6M
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.67K
+ 0.13%
$51.78 - $57.89 $86.7K - $96.9K
1.26M $72.5M
EMR
Emerson Electric CO

Industrials
54.3K
+ 43.11%
$128.6 - $149.63 $6.99M - $8.13M
180K $23.7M
VV
Vanguard Large Cap ETF

ETFs
21.8K
+ 464.77%
$285.05 - $309.14 $6.23M - $6.75M
26.6K $8.17M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
152K
+ 151.83%
$39.42 - $42.19 $5.98M - $6.4M
251K $10.6M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
488K
New
$12.9 - $13.59 $6.3M - $6.64M
488K $6.56M
OMC
Omnicom Group Inc.

Communication Services
78.1K
+ 473.5%
$70.41 - $81.53 $5.5M - $6.37M
94.6K $7.71M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
289K
+ 1998.67%
$21.62 - $22.81 $6.25M - $6.6M
304K $6.84M
GWRE
Guidewire Software, Inc.

Technology
28K
New
$207.82 - $261.88 $5.81M - $7.32M
28K $6.43M
MO
Altria Group, Inc.

Consumer Defensive
20.6K
+ 3.11%
$57.75 - $67.68 $1.19M - $1.39M
683K $45.2M
MCHI
Ishares Msci China ETF

ETFs
84.9K
+ 148.89%
$54.58 - $65.85 $4.63M - $5.59M
142K $9.34M
VUG
Vanguard Growth ETF

ETFs
605
+ 0.42%
$433.97 - $484.08 $263K - $293K
143K $68.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
106K
+ 36.86%
$55.61 - $57.37 $5.91M - $6.1M
395K $22.6M
SCHW
Schwab Charles Corp

Financial Services
42.2K
+ 8.67%
$91.03 - $98.69 $3.85M - $4.17M
529K $50.5M
AMD
Advanced Micro Devices Inc

Technology
26.7K
+ 30.09%
$134.8 - $184.42 $3.6M - $4.93M
116K $18.7M
APP
App Lovin Corp

Technology
1.51K
+ 11.19%
$335.1 - $718.54 $506K - $1.09M
15K $10.8M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
9.79K
+ 14.83%
$103.83 - $179.9 $1.02M - $1.76M
75.8K $13.5M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
41.2K
+ 15.09%
$90.62 - $107.71 $3.73M - $4.44M
314K $31M
GILD
Gilead Sciences, Inc.

Healthcare
54.4K
+ 81.44%
$108.22 - $120.47 $5.89M - $6.55M
121K $13.5M
WELL
Welltower Inc.

Real Estate
28K
+ 66.02%
$150.71 - $178.14 $4.22M - $4.99M
70.4K $12.5M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
248K
+ 21.34%
$23.13 - $23.54 $5.74M - $5.84M
1.41M $33.1M
EEM
Ishares Msci Emerging Markets

ETFs
96.5K
+ 67.77%
$48.07 - $53.4 $4.64M - $5.15M
239K $12.8M
SPYG
Spdr Portfolio

ETFs
49.8K
+ 67.9%
$94.33 - $105.31 $4.7M - $5.24M
123K $12.9M
HWM
Howmet Aerospace Inc.

Industrials
28.1K
+ 86.65%
$171.0 - $196.23 $4.81M - $5.52M
60.6K $11.9M
SCHA
Schwab Strategic Tr Us Small C

ETFs
185K
+ 70.73%
$25.29 - $28.33 $4.67M - $5.23M
446K $12.4M
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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