Lido Advisors, LLC Purchases in Q3 2025

Lido Advisors, LLC

  • $31.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PRF
Invesco Exchange Traded Fd Tr

ETFs
9.41K
+ 7.99%
$42.04 - $45.23 $396K - $426K
127K $5.75M
APO
Apollo Global Management, Inc.

Financial Services
6.56K
+ 52.46%
$131.55 - $156.05 $863K - $1.02M
19.1K $2.54M
NSC
Norfolk Southern Corp

Industrials
1.52K
+ 22.05%
$259.49 - $300.41 $393K - $455K
8.39K $2.52M
XLV
Select Sector Spdr Fund Health

ETFs
2.78K
+ 3.31%
$129.01 - $139.72 $359K - $389K
86.8K $12.1M
FNDA
Schwab Fundamental U S Small C

ETFs
19.1K
+ 30.48%
$28.75 - $31.93 $550K - $611K
81.9K $2.55M
PNW
Pinnacle West Capital Corp

Utilities
8.37K
+ 85.49%
$85.87 - $94.45 $719K - $790K
18.2K $1.63M
PYPL
Pay Pal Holdings, Inc.

Financial Services
15.9K
+ 36.13%
$65.64 - $78.22 $1.04M - $1.24M
60K $4.02M
PI
Impinj Inc

Technology
2.86K
+ 91.25%
$111.65 - $200.78 $319K - $574K
5.99K $1.08M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.27K
+ 13.47%
$284.45 - $324.95 $361K - $412K
10.7K $3.42M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.09K
+ 0.19%
$97.75 - $100.75 $106K - $110K
589K $59M
RDNT
Rad Net, Inc.

Healthcare
36
+ 0.1%
$52.53 - $77.24 $1.89K - $2.78K
37.3K $2.84M
CELH
Celsius Holdings, Inc.

Consumer Defensive
10.2K
+ 86.31%
$42.74 - $62.88 $437K - $644K
22.1K $1.27M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
2.03K
+ 40.58%
$301.44 - $365.84 $612K - $743K
7.03K $2.28M
AXON
Axon Enterprise, Inc.

Industrials
1.34K
+ 57.68%
$698.02 - $870.97 $936K - $1.17M
3.67K $2.63M
CSX
Csx Corp

Industrials
13.3K
+ 16.87%
$32.05 - $36.52 $428K - $487K
92.5K $3.28M
SLV
I Shares Silver Trust

ETFs
7.93K
+ 20.7%
$32.73 - $42.5 $260K - $337K
46.2K $1.96M
ALL
Allstate Corp

Financial Services
1.1K
+ 3.18%
$192.0 - $214.65 $211K - $236K
35.7K $7.65M
GM
General Motors CO

Consumer Cyclical
1.88K
+ 3.83%
$48.89 - $61.24 $91.9K - $115K
50.9K $3.1M
PBT
Permian Basin Royalty Trust

Energy
499
+ 0.42%
$12.46 - $18.83 $6.22K - $9.4K
118K $2.16M
CASY
Caseys General Stores Inc

Consumer Cyclical
360
+ 4.07%
$494.52 - $565.32 $178K - $204K
9.2K $5.2M
ENB
Enbridge Inc

Energy
12.7K
+ 134.05%
$43.79 - $50.46 $557K - $642K
22.2K $1.12M
ICSH
Blackrock Ultra Short Term Bon

ETFs
13.6K
New
$50.52 - $50.75 $687K - $690K
13.6K $690K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
5.87K
+ 53.24%
$68.94 - $86.3 $405K - $507K
16.9K $1.46M
SRLN
Ssga Active Trust

ETFs
16.3K
+ 101.2%
$41.28 - $41.65 $674K - $680K
32.4K $1.35M
ARES
Ares Management Corp

Financial Services
4.76K
+ 76.02%
$159.89 - $192.76 $761K - $917K
11K $1.76M
TTWO
Take Two Interactive Software Inc

Communication Services
2.36K
+ 56.59%
$217.37 - $259.96 $513K - $613K
6.53K $1.69M
RGLD
Royal Gold Inc

Basic Materials
217
+ 0.79%
$151.42 - $200.58 $32.9K - $43.5K
27.7K $5.55M
O
Realty Income Corp

Real Estate
8.24K
+ 16.99%
$56.13 - $60.79 $463K - $501K
56.7K $3.45M
FNDX
Schwab Fundamental U S Large C

ETFs
15.5K
+ 11.17%
$24.38 - $26.34 $377K - $407K
154K $4.05M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
6.57K
New
$64.22 - $99.03 $422K - $651K
6.57K $651K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
59.5K
New
$10.02 - $10.85 $597K - $646K
59.5K $646K
CMS
Cms Energy Corp

Utilities
8.13K
+ 81.52%
$69.37 - $74.67 $564K - $607K
18.1K $1.33M
PFF
Ishares Trust Ishares Pfd And

ETFs
14.9K
+ 8.47%
$30.67 - $32.13 $456K - $477K
190K $6.01M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.21K
+ 17.21%
$185.88 - $207.44 $411K - $458K
15K $3.02M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
7.87K
+ 17.18%
$366.54 - $479.53 $2.89M - $3.78M
53.7K $21M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
69.8K
New
$6.18 - $9.0 $432K - $629K
69.8K $628K
CSGP
Costar Group, Inc.

Real Estate
6.38K
+ 30.16%
$81.42 - $96.83 $520K - $618K
27.5K $2.32M
JCI
Johnson Controls International PLC

Industrials
4.8K
+ 23.79%
$103.24 - $111.73 $496K - $537K
25K $2.75M
MLM
Martin Marietta Materials Inc

Basic Materials
837
+ 78.37%
$546.36 - $631.12 $457K - $528K
1.91K $1.2M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.12K
+ 8.14%
$136.48 - $142.97 $425K - $445K
41.4K $5.8M
BE
Bloom Energy Corp

Industrials
7.04K
New
$22.13 - $86.27 $156K - $608K
7.04K $595K
VRSN
Verisign Inc

Technology
2.13K
New
$263.02 - $305.98 $560K - $652K
2.13K $595K
FXI
Ishares Tr

ETFs
13K
+ 99.29%
$36.18 - $41.62 $469K - $539K
26K $1.07M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.33K
+ 2.5%
$48.5 - $50.19 $307K - $318K
259K $13M
DLR
Digital Realty Trust, Inc.

Real Estate
3.43K
+ 27.08%
$161.21 - $180.02 $552K - $617K
16.1K $2.78M
ZBRA
Zebra Technologies Corp

Technology
2.01K
+ 88.78%
$296.92 - $341.36 $597K - $686K
4.27K $1.27M
COIN
Coinbase Global, Inc.

Technology
1.92K
+ 31.62%
$297.99 - $419.78 $571K - $804K
7.97K $2.69M
STLD
Steel Dynamics Inc

Basic Materials
5.79K
+ 129.91%
N/A
10.2K $1.01M
SPH
Suburban Propane Partners LP

Utilities
29.4K
+ 17.28%
$17.47 - $19.0 $513K - $558K
199K $3.72M
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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