Lido Advisors, LLC Purchases in Q3 2025

Lido Advisors, LLC

  • $31.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VDC
Vanguard Consumer Staples ETF

ETFs
20.2K
+ 40.99%
$212.64 - $225.25 $4.29M - $4.54M
69.4K $14.8M
CB
Chubb LTD

Financial Services
15.6K
+ 31.41%
$265.99 - $289.59 $4.16M - $4.53M
65.5K $18.5M
CMCSA
Comcast Corp

Communication Services
139K
+ 176.68%
$31.41 - $36.33 $4.38M - $5.06M
218K $6.86M
CTVA
Corteva, Inc.

Basic Materials
61.6K
+ 267.52%
$67.08 - $77.12 $4.13M - $4.75M
84.7K $5.73M
ADBE
Adobe Inc.

Technology
20.7K
+ 21.14%
$333.65 - $392.1 $6.92M - $8.13M
119K $41.9M
ABT
Abbott Laboratories

Healthcare
32.4K
+ 14.52%
$120.51 - $136.62 $3.91M - $4.43M
256K $34.3M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
6.47K
+ 114.14%
$534.91 - $598.71 $3.46M - $3.88M
12.1K $6.83M
IHDG
Wisdomtree Tr

ETFs
82.3K
New
$43.81 - $46.31 $3.6M - $3.81M
82.3K $3.79M
EWL
Ishares Inc Msci Switzerlnd

ETFs
68.2K
+ 155.18%
$52.43 - $56.33 $3.58M - $3.84M
112K $6.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
128K
+ 61.04%
$24.46 - $26.5 $3.13M - $3.39M
338K $8.89M
MCK
Mckesson Corp

Healthcare
1.53K
+ 2.41%
$659.01 - $772.54 $1.01M - $1.18M
65K $50.2M
BAC
Bank Of America Corp

Financial Services
38.2K
+ 9.98%
$44.92 - $52.42 $1.72M - $2M
421K $21.7M
SPGI
S&P Global Inc.

Financial Services
8.87K
+ 45.2%
$484.94 - $564.15 $4.3M - $5M
28.5K $13.9M
WDC
Western Digital Corp

Technology
24K
+ 213.08%
$63.84 - $120.06 $1.53M - $2.89M
35.3K $4.24M
DHR
Danaher Corp

Healthcare
17.3K
+ 22.5%
$181.46 - $212.2 $3.14M - $3.68M
94.3K $18.7M
USB
Us Bancorp \De\

Financial Services
64.2K
+ 52.05%
$43.94 - $50.41 $2.82M - $3.24M
187K $9.06M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
22K
+ 3.83%
$52.31 - $56.47 $1.15M - $1.24M
597K $33.7M
ROP
Roper Technologies Inc

Industrials
9.7K
+ 48.07%
$495.03 - $573.0 $4.8M - $5.56M
29.9K $14.9M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
105K
New
$29.8 - $32.29 $3.12M - $3.38M
105K $3.36M
STX
Seagate Technology Holdings PLC

Technology
7.85K
+ 48.57%
$142.01 - $236.06 $1.12M - $1.85M
24K $5.67M
EA
Electronic Arts Inc.

Communication Services
12.9K
+ 80.51%
$147.79 - $202.05 $1.91M - $2.61M
28.9K $5.84M
URI
United Rentals, Inc.

Industrials
195
+ 1.29%
$774.14 - $975.23 $151K - $190K
15.4K $14.7M
INDA
Ishares Msci India Index Fund

ETFs
67.6K
+ 85.52%
$51.98 - $55.84 $3.51M - $3.78M
147K $7.64M
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
38.1K
New
$60.44 - $84.2 $2.3M - $3.21M
38.1K $3.21M
NET
Cloudflare, Inc.

Technology
13.4K
+ 79.38%
$181.39 - $228.28 $2.43M - $3.05M
30.2K $6.49M
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
72.1K
New
$39.51 - $42.64 $2.85M - $3.07M
72.1K $3.02M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
101K
+ 18.57%
$21.69 - $23.34 $2.19M - $2.36M
646K $15M
ACM
Aecom

Industrials
19.6K
+ 80.54%
$111.08 - $132.99 $2.18M - $2.61M
44K $5.75M
HYG
Ishares Tr

ETFs
35.5K
+ 285.58%
$79.85 - $81.32 $2.84M - $2.89M
47.9K $3.89M
KO
Coca Cola CO

Consumer Defensive
60.8K
+ 23.49%
$65.67 - $71.67 $3.99M - $4.36M
319K $21.2M
GBCI
Glacier Bancorp, Inc.

Financial Services
9.82K
+ 2.4%
$42.86 - $50.13 $421K - $492K
420K $20.4M
NXPI
Nxp Semiconductors N.V.

Technology
11.2K
+ 55.51%
$205.16 - $239.07 $2.3M - $2.69M
31.5K $7.17M
NEE
Nextera Energy Inc

Utilities
15.2K
+ 5.89%
$69.77 - $77.54 $1.06M - $1.18M
274K $20.7M
AEP
American Electric Power CO Inc

Utilities
20.9K
+ 50.61%
$103.26 - $115.0 $2.16M - $2.4M
62.2K $7M
MCO
Moodys Corp

Financial Services
5.97K
+ 92.04%
$472.69 - $521.32 $2.82M - $3.11M
12.5K $5.93M
SOFI
So Fi Technologies, Inc.

Financial Services
97.5K
+ 876.17%
$17.64 - $29.81 $1.72M - $2.91M
109K $2.87M
EOSE
Eos Energy Enterprises, Inc.

Industrials
241K
New
$4.63 - $11.17 $1.12M - $2.69M
241K $2.66M
IJK
Ishares S&P Midcap 400 Growth

ETFs
14.1K
+ 5.4%
$91.28 - $97.59 $1.29M - $1.38M
275K $26.4M
OMF
One Main Holdings, Inc.

Financial Services
47.1K
+ 47.89%
$55.61 - $62.61 $2.62M - $2.95M
145K $8.21M
ADSK
Autodesk, Inc.

Technology
10.5K
+ 50.89%
N/A
31.2K $7.67M
EWN
Ishares Msci Netherlnds ETF

ETFs
42.8K
+ 219.42%
$50.85 - $58.01 $2.17M - $2.48M
62.2K $3.61M
NOC
Northrop Grumman Corp

Industrials
1.36K
+ 8.68%
$498.9 - $609.32 $678K - $827K
17K $10.4M
ECL
Ecolab Inc.

Basic Materials
8.56K
+ 30.78%
$259.39 - $285.47 $2.22M - $2.44M
36.4K $9.95M
MELI
Mercadolibre Inc

Consumer Cyclical
1.37K
+ 50.87%
$2292.04 - $2514.05 $3.14M - $3.44M
4.06K $9.48M
PRU
Prudential Financial Inc

Financial Services
24.5K
+ 88.5%
$100.68 - $109.89 $2.47M - $2.69M
52.2K $5.41M
CRWD
Crowd Strike Holdings, Inc.

Technology
5.62K
+ 31.85%
$412.46 - $514.1 $2.32M - $2.89M
23.3K $11.4M
CARR
Carrier Global Corp

Industrials
52.1K
+ 101.69%
$58.75 - $80.73 $3.06M - $4.21M
103K $6.17M
BR
Broadridge Financial Solutions, Inc.

Technology
10.4K
+ 66.74%
$233.75 - $266.89 $2.44M - $2.78M
26K $6.2M
EWY
Ishares Inc Msci South Korea E

ETFs
27.3K
+ 125.07%
$70.07 - $81.56 $1.91M - $2.23M
49.1K $3.93M
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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