Lido Advisors, LLC Purchases in Q3 2025

Lido Advisors, LLC

  • $31.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KOMP
Spdr S&P Kensho New Economies

ETFs
38K
New
$54.38 - $62.69 $2.07M - $2.38M
38K $2.37M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
50.3K
New
$42.67 - $46.91 $2.15M - $2.36M
50.3K $2.36M
RSP
Invesco S&P 500 Equal Weight E

ETFs
6.79K
+ 5.22%
$181.56 - $190.33 $1.23M - $1.29M
137K $26M
XT
Ishares Tr Exponential Technol

ETFs
32.1K
New
$65.04 - $71.97 $2.09M - $2.31M
32.1K $2.31M
INOD
Innodata Inc

Technology
32K
New
$36.68 - $75.94 $1.17M - $2.43M
32K $2.31M
CI
Cigna Corp

Healthcare
12.4K
+ 41.62%
$262.23 - $334.39 $3.24M - $4.13M
42.1K $12.1M
EWA
Ishares Msci Australia ETF

ETFs
83.2K
+ 110.94%
$25.91 - $27.57 $2.16M - $2.29M
158K $4.27M
SCHO
Schwab Short Term Us Treasury

ETFs
94.1K
+ 122.13%
$24.23 - $24.42 $2.28M - $2.3M
171K $4.17M
SAP
Sap Se

Technology
10.3K
+ 82.5%
$252.42 - $311.93 $2.6M - $3.21M
22.8K $6.09M
SOXX
Ishares Semiconductor ETF

ETFs
5.99K
+ 33.13%
$236.93 - $271.12 $1.42M - $1.62M
24.1K $6.52M
SPTL
Spdr Portfolio Long Term Treas

ETFs
79.2K
+ 454.11%
$25.67 - $27.21 $2.03M - $2.16M
96.7K $2.61M
CAH
Cardinal Health Inc

Healthcare
16.3K
+ 41.23%
$146.04 - $167.63 $2.38M - $2.73M
55.8K $8.77M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3.88K
+ 28.83%
$435.72 - $463.74 $1.69M - $1.8M
17.3K $8.04M
EFX
Equifax Inc

Industrials
8.21K
+ 201.97%
$234.03 - $265.73 $1.92M - $2.18M
12.3K $3.15M
T
At&T Inc.

Communication Services
84.5K
+ 19.75%
$26.94 - $29.62 $2.28M - $2.5M
513K $14.5M
MCHP
Microchip Technology Inc

Technology
36.7K
+ 80.72%
$60.95 - $75.26 $2.23M - $2.76M
82.1K $5.27M
MPC
Marathon Petroleum Corp

Energy
7.69K
+ 35.11%
$158.59 - $198.69 $1.22M - $1.53M
29.6K $5.71M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
116K
New
$17.13 - $17.98 $1.99M - $2.08M
116K $2.06M
VZ
Verizon Communications Inc

Communication Services
42.1K
+ 13.92%
$40.84 - $45.06 $1.72M - $1.9M
345K $15.2M
VONV
Vanguard Russell 1000 Value Et

ETFs
7.14K
+ 2.12%
$84.55 - $89.54 $603K - $639K
344K $30.7M
ZG
Zillow Group, Inc.

Communication Services
24.9K
+ 96.9%
$68.95 - $86.76 $1.72M - $2.16M
50.6K $3.77M
ADP
Automatic Data Processing Inc

Industrials
9.21K
+ 19.06%
$288.69 - $310.94 $2.66M - $2.86M
57.5K $16.9M
BDX
Becton Dickinson & CO

Healthcare
8.39K
+ 32.65%
$172.41 - $199.66 $1.45M - $1.68M
34.1K $6.38M
FDX
Fedex Corp

Industrials
7.79K
+ 66.62%
$217.1 - $243.2 $1.69M - $1.9M
19.5K $4.6M
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
90.4K
+ 104.51%
$20.52 - $21.16 $1.86M - $1.91M
177K $3.72M
SUB
Ishares Short Term National Mu

ETFs
18.1K
+ 213.66%
$106.17 - $107.3 $1.92M - $1.94M
26.5K $2.83M
SCCO
Southern Copper Corp

Basic Materials
13.1K
+ 86.33%
$90.54 - $121.36 $1.19M - $1.59M
28.3K $3.44M
NVS
Novartis Ag

Healthcare
13.1K
+ 43.65%
$113.5 - $129.73 $1.49M - $1.7M
43.1K $5.53M
NDAQ
Nasdaq, Inc.

Financial Services
21.5K
+ 96.29%
$86.73 - $96.94 $1.86M - $2.08M
43.7K $3.87M
BKNG
Booking Holdings Inc.

Consumer Cyclical
500
+ 23.49%
$5364.25 - $5815.92 $2.68M - $2.91M
2.63K $14.2M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
48.4K
New
$34.31 - $38.09 $1.66M - $1.84M
48.4K $1.84M
BSMU
Invesco Exchange Self Ind Tr

ETFs
82.2K
+ 100.0%
$21.43 - $22.06 $1.76M - $1.81M
164K $3.6M
FDRR
Fidelity Covington Tr Divid Et

ETFs
31.2K
New
$54.44 - $58.63 $1.7M - $1.83M
31.2K $1.83M
TER
Teradyne, Inc

Technology
6.27K
+ 31.04%
$90.15 - $137.64 $565K - $862K
26.5K $3.64M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
502
+ 0.22%
$132.9 - $142.03 $66.7K - $71.3K
230K $32.4M
BOND
Pimco Active Bond Exchange Tra

ETFs
19.1K
+ 117.07%
$90.83 - $93.81 $1.74M - $1.79M
35.4K $3.31M
BA
Boeing CO

Industrials
6.74K
+ 12.84%
$209.79 - $237.38 $1.41M - $1.6M
59.3K $12.8M
DVY
Ishares Tr

ETFs
5.44K
+ 5.07%
$133.88 - $142.57 $728K - $775K
113K $16M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
81.7K
New
$20.76 - $21.78 $1.7M - $1.78M
81.7K $1.76M
VDE
Vanguard Energy ETF

ETFs
11.8K
+ 32.18%
$118.37 - $129.65 $1.4M - $1.53M
48.6K $6.12M
TFC
Truist Financial Corp

Financial Services
37.5K
+ 548.96%
$42.83 - $47.07 $1.61M - $1.76M
44.3K $2.03M
VBR
Vanguard Small Cap Value ETF

ETFs
7.23K
+ 45.21%
$195.41 - $212.37 $1.41M - $1.54M
23.2K $4.85M
EPD
Enterprise Products Partners L.P.

Energy
53.1K
+ 26.59%
$30.74 - $32.14 $1.63M - $1.71M
253K $7.91M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
20.1K
+ 12.37%
$76.16 - $78.59 $1.53M - $1.58M
183K $14.3M
CMI
Cummins Inc

Industrials
236
+ 1.41%
$327.85 - $426.39 $77.4K - $101K
16.9K $7.15M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
5.66K
+ 3.73%
$122.57 - $132.57 $693K - $750K
157K $20.4M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
40.5K
+ 109.99%
$39.58 - $40.74 $1.6M - $1.65M
77.4K $3.14M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
52.8K
+ 0.87%
$18.61 - $18.94 $982K - $999K
6.08M $114M
VMC
Vulcan Materials CO

Basic Materials
4.45K
+ 73.16%
$260.62 - $307.62 $1.16M - $1.37M
10.5K $3.24M
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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