Lido Advisors, LLC Purchases in Q3 2025

Lido Advisors, LLC

  • $31.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
2.43K
+ 0.78%
$85.93 - $92.12 $208K - $223K
313K $28.5M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
10.8K
+ 8.04%
$82.96 - $95.7 $896K - $1.03M
145K $13M
BMY
Bristol Myers Squibb CO

Healthcare
37.3K
+ 48.69%
$43.31 - $48.98 $1.61M - $1.83M
114K $5.13M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.76K
+ 0.47%
$23.82 - $25.84 $89.5K - $97.1K
795K $20.4M
USRT
Ishares Core U.S. Reit ETF

ETFs
18.2K
+ 7.94%
$55.64 - $59.37 $1.01M - $1.08M
248K $14.6M
ROKU
Roku, Inc

Communication Services
12.3K
+ 47.21%
$79.98 - $101.78 $988K - $1.26M
38.5K $3.86M
UNP
Union Pacific Corp

Industrials
5.02K
+ 8.54%
$214.91 - $237.16 $1.08M - $1.19M
63.8K $15.1M
IDXX
Idexx Laboratories Inc

Healthcare
2.09K
+ 105.77%
$514.61 - $682.78 $1.08M - $1.43M
4.07K $2.6M
IYW
Ishares Dj Us Tech ETF

ETFs
1.61K
+ 3.06%
$171.38 - $197.01 $277K - $318K
54.4K $10.7M
IWP
Ishares Russell Mid Cap Growth

ETFs
5.1K
+ 2.44%
$137.51 - $145.26 $702K - $741K
215K $30.6M
CME
Cme Group Inc.

Financial Services
5.76K
+ 54.46%
$258.83 - $287.1 $1.49M - $1.65M
16.3K $4.42M
IBMO
Ishares Tr Ibonds December 202

ETFs
57.1K
+ 17.9%
$25.58 - $25.72 $1.46M - $1.47M
376K $9.65M
IJS
Ishares S&P Smallcap 600 Value

ETFs
3.91K
+ 4.18%
$98.99 - $112.2 $387K - $438K
97.4K $10.8M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
6.47K
+ 10.09%
$131.47 - $143.64 $850K - $929K
70.6K $9.98M
XLE
Energy Sector Spdr

ETFs
11.5K
+ 12.8%
$84.25 - $91.99 $967K - $1.06M
101K $9.04M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
15.5K
+ 60.99%
$79.76 - $85.78 $1.24M - $1.33M
40.9K $3.47M
CLX
Clorox CO

Consumer Defensive
11.5K
+ 315.27%
$117.67 - $131.43 $1.35M - $1.51M
15.1K $1.86M
MMM
3 M CO

Industrials
7.85K
+ 12.21%
$144.41 - $160.2 $1.13M - $1.26M
72.2K $11.2M
AIQ
Global X Funds Global X Artifi

ETFs
25.7K
+ 120.54%
$43.2 - $49.66 $1.11M - $1.27M
47K $2.32M
QCRH
Qcr Holdings Inc

Financial Services
18.3K
New
$69.91 - $80.74 $1.28M - $1.47M
18.3K $1.38M
MRVL
Marvell Technology, Inc.

Technology
9.94K
+ 12.31%
$62.31 - $84.07 $619K - $836K
90.7K $7.62M
D
Dominion Energy, Inc

Utilities
19.7K
+ 59.93%
$56.32 - $62.1 $1.11M - $1.23M
52.7K $3.22M
SO
Southern CO

Utilities
11.5K
+ 13.76%
$90.83 - $96.0 $1.04M - $1.1M
95.1K $9.01M
MPLX
Mplx LP

Energy
27.8K
+ 81.07%
$49.42 - $52.71 $1.37M - $1.46M
62K $3.1M
DASH
Door Dash, Inc.

Communication Services
3.42K
+ 22.14%
$234.5 - $272.5 $803K - $933K
18.9K $5.14M
IBMP
Ishares Tr Ibonds December 202

ETFs
48.6K
+ 15.38%
$25.3 - $25.56 $1.23M - $1.24M
365K $9.3M
XLRE
Select Sector Spdr Tr Real Est

ETFs
30K
+ 254.05%
$40.94 - $42.85 $1.23M - $1.28M
41.7K $1.76M
DUK
Duke Energy Corp

Utilities
8.1K
+ 17.66%
$116.31 - $125.93 $942K - $1.02M
53.9K $6.67M
HUBS
Hubspot Inc

Technology
3.37K
+ 95.33%
$420.79 - $560.9 $1.42M - $1.89M
6.9K $3.23M
DGS
Wisdomtree Emerging Markets Sm

ETFs
22.1K
New
$54.85 - $58.99 $1.21M - $1.3M
22.1K $1.26M
MAS
Masco Corp

Industrials
16.3K
+ 92.39%
$64.44 - $76.07 $1.05M - $1.24M
33.9K $2.39M
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
43.5K
New
$27.26 - $29.27 $1.19M - $1.27M
43.5K $1.25M
FISV
Fiserv Inc

Technology
9.89K
+ 28.73%
N/A
44.3K $5.55M
NEM
Newmont Corp

Basic Materials
9.27K
+ 52.98%
$57.35 - $85.25 $532K - $790K
26.8K $2.26M
ABNB
Airbnb, Inc.

Consumer Cyclical
14.8K
+ 28.49%
$118.3 - $142.16 $1.75M - $2.11M
66.9K $8.12M
SPG
Simon Property Group Inc

Real Estate
4.85K
+ 40.67%
$159.93 - $187.67 $776K - $910K
16.8K $3.15M
ORCC
Owl Rock Capital Corp

Financial Services
91.4K
+ 20.58%
N/A
536K $7.17M
VCIT
Vanguard Intermediate Term Cor

ETFs
14.2K
New
$81.75 - $84.54 $1.16M - $1.2M
14.2K $1.2M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
34.9K
+ 87.59%
$39.13 - $48.22 $1.37M - $1.68M
74.8K $2.95M
NKE
Nike, Inc.

Consumer Cyclical
18.2K
+ 29.12%
$69.24 - $79.24 $1.26M - $1.44M
80.6K $5.62M
PSX
Phillips 66

Energy
3.16K
+ 7.08%
$118.37 - $139.46 $374K - $441K
47.8K $6.5M
XLP
Consumer Staples Sector Spdr

ETFs
15.2K
+ 53.27%
N/A
43.9K $3.34M
FSLR
First Solar, Inc.

Technology
3.06K
+ 36.15%
$160.84 - $223.53 $492K - $684K
11.5K $2.54M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
135K
+ 60.56%
$10.17 - $11.97 $1.37M - $1.62M
358K $3.64M
IWN
Ishares Russell2000 Val ETF

ETFs
3.45K
+ 12.83%
$157.1 - $178.94 $541K - $617K
30.3K $5.36M
GBDC
Golub Capital Bdc, Inc.

Financial Services
113K
+ 25.03%
$13.69 - $15.48 $1.55M - $1.75M
566K $7.75M
UL
Unilever PLC

Consumer Defensive
19.1K
+ 112.22%
$58.43 - $65.01 $1.12M - $1.24M
36.1K $2.14M
EQIX
Equinix Inc

Real Estate
1.55K
+ 15.77%
$756.7 - $811.13 $1.17M - $1.26M
11.4K $8.92M
FAST
Fastenal CO

Industrials
1.35K
+ 0.93%
$42.47 - $50.39 $57.4K - $68.1K
146K $7.16M
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
Track This Portfolio

Track Lido Advisors, LLC Portfolio

Follow Lido Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lido Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lido Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email