Lido Advisors, LLC Purchases in Q3 2025

Lido Advisors, LLC

  • $31.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
8.35K
+ 0.54%
$18.82 - $19.8 $157K - $165K
1.55M $30M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
21.2K
New
$50.85 - $51.35 $1.08M - $1.09M
21.2K $1.09M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
37.3K
+ 290.99%
$28.38 - $29.05 $1.06M - $1.08M
50.1K $1.45M
ICLN
Ishares

ETFs
69.6K
New
$13.22 - $15.48 $920K - $1.08M
69.6K $1.08M
SMG
Scotts Miracle Gro CO

Basic Materials
22.4K
+ 98.6%
$55.82 - $70.08 $1.25M - $1.57M
45.1K $2.57M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
22.4K
+ 67.07%
$45.6 - $46.92 $1.02M - $1.05M
55.8K $2.6M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
5.62K
+ 3.74%
$72.04 - $77.35 $405K - $434K
156K $12M
ZTS
Zoetis Inc.

Healthcare
9.53K
+ 25.16%
$141.13 - $159.19 $1.35M - $1.52M
47.4K $6.94M
CEG
Constellation Energy Corp

Utilities
2.81K
+ 18.26%
$298.82 - $354.89 $839K - $997K
18.2K $5.99M
GBIL
Goldman Sachs Access Treasury

ETFs
10.1K
New
$99.82 - $100.23 $1.01M - $1.01M
10.1K $1.01M
HPE
Hewlett Packard Enterprise CO

Technology
30.2K
+ 47.65%
$19.81 - $25.24 $598K - $763K
93.6K $2.3M
EBAY
Ebay Inc

Consumer Cyclical
8.59K
+ 64.82%
$75.33 - $100.77 $647K - $866K
21.9K $1.99M
COF
Capital One Financial Corp

Financial Services
4.66K
+ 20.34%
$207.29 - $229.74 $966K - $1.07M
27.6K $5.86M
DDOG
Datadog, Inc.

Technology
6.67K
+ 173.21%
$124.52 - $155.15 $831K - $1.04M
10.5K $1.5M
DDD
3 D Systems Corp

Technology
337K
New
$1.56 - $3.11 $525K - $1.05M
337K $976K
ONON
On Holding Ag

Consumer Cyclical
28.1K
+ 118.34%
$42.35 - $54.36 $1.19M - $1.53M
51.9K $2.2M
CDNS
Cadence Design Systems Inc

Technology
1.86K
+ 26.46%
$309.46 - $373.37 $577K - $696K
8.91K $3.13M
SPOT
Spotify Technology S.A.

Communication Services
1.62K
+ 62.15%
$620.01 - $738.53 $1.01M - $1.2M
4.23K $2.95M
DPZ
Dominos Pizza Inc

Consumer Cyclical
4.83K
+ 7.97%
$422.75 - $485.53 $2.04M - $2.35M
65.4K $28.2M
PH
Parker Hannifin Corp

Industrials
594
+ 7.3%
$697.13 - $769.67 $414K - $457K
8.74K $6.62M
ARIS
Aris Water Solutions, Inc.

Utilities
37.9K
New
$19.69 - $24.66 $745K - $934K
37.9K $933K
AFL
Aflac Inc

Financial Services
6.2K
+ 16.77%
$98.09 - $111.7 $608K - $692K
43.2K $4.82M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
2.77K
+ 1.57%
$60.01 - $65.01 $166K - $180K
179K $11.6M
CMA
Comerica Inc

Financial Services
9.7K
+ 36.94%
$60.93 - $71.05 $591K - $689K
35.9K $2.46M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
39.7K
New
$22.36 - $22.52 $887K - $894K
39.7K $893K
SNOW
Snowflake Inc.

Technology
3.68K
+ 15.4%
$191.73 - $241.0 $706K - $887K
27.6K $6.22M
TOST
Toast, Inc.

Technology
26.3K
+ 238.09%
$36.51 - $49.3 $960K - $1.3M
37.3K $1.36M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
36.7K
+ 62.31%
$22.71 - $23.24 $833K - $853K
95.6K $2.21M
F
Ford Motor CO

Consumer Cyclical
52.2K
+ 25.38%
$10.82 - $12.09 $565K - $631K
258K $3.09M
PFM
Invesco Exchange Traded Fd Tr

ETFs
16.8K
New
$48.04 - $50.89 $806K - $854K
16.8K $851K
BKR
Baker Hughes CO

Energy
13.1K
+ 66.07%
$38.68 - $50.55 $508K - $663K
33K $1.61M
MPWR
Monolithic Power Systems Inc

Technology
649
+ 50.55%
$711.24 - $922.81 $462K - $599K
1.93K $1.78M
SQ
Block, Inc.

Technology
14.6K
+ 49.88%
N/A
43.7K $2.5M
TYG
Tortoise Energy Infrastructure Corp

Financial Services
19.3K
New
$42.13 - $44.1 $814K - $852K
19.3K $832K
ITA
Ishares Tr

ETFs
1.9K
+ 9.09%
$184.73 - $209.26 $352K - $398K
22.9K $4.78M
BTI
British American Tobacco P.L.C.

Consumer Defensive
15.6K
New
$46.69 - $59.27 $727K - $923K
15.6K $826K
FOUR
Shift4 Payments, Inc.

Technology
15.1K
+ 95.53%
$77.4 - $106.81 $1.17M - $1.61M
30.9K $2.39M
SATS
Echo Star Corp

Technology
10.8K
New
$26.33 - $83.57 $284K - $903K
10.8K $824K
LDOS
Leidos Holdings, Inc.

Technology
1.63K
+ 10.13%
$159.2 - $188.96 $259K - $307K
17.7K $3.34M
HCA
Hca Healthcare, Inc.

Healthcare
1.22K
+ 18.49%
$334.32 - $426.2 $408K - $520K
7.82K $3.33M
TRV
Travelers Companies, Inc.

Financial Services
2.36K
+ 19.16%
$250.62 - $279.43 $592K - $660K
14.7K $4.1M
CVS
Cvs Health Corp

Healthcare
6.86K
+ 15.9%
$58.75 - $76.5 $403K - $525K
50K $3.77M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
24.2K
+ 123.71%
$26.52 - $31.32 $642K - $759K
43.8K $1.36M
VIG
Vanguard Dividend Appreciation

ETFs
4.34K
+ 4.51%
N/A
100K $18.3M
AZO
Autozone Inc

Consumer Cyclical
119
+ 25.0%
$3649.42 - $4354.54 $434K - $518K
595 $2.55M
NWSA
News Corp

Communication Services
25.6K
New
$28.38 - $31.03 $725K - $793K
25.6K $784K
SOUN
Soundhound Ai, Inc.

Technology
48.7K
New
$10.11 - $18.05 $492K - $879K
48.7K $782K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
10.6K
New
$69.02 - $73.57 $732K - $781K
10.6K $780K
ENTG
Entegris Inc

Technology
8.42K
New
$72.03 - $95.97 $606K - $808K
8.42K $778K
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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