Lido Advisors, LLC New Holdings in Q3 2025

Lido Advisors, LLC

  • $31.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HAS
Hasbro, Inc.

Consumer Cyclical
7.45K
New
$73.92 - $81.85 $551K - $610K
7.45K $565K
VKTX
Viking Therapeutics, Inc.

Healthcare
21.8K
New
$23.09 - $42.09 $504K - $919K
21.8K $557K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
7.88K
New
$62.54 - $68.42 $493K - $539K
7.88K $531K
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
45K
New
$11.74 - $12.67 $528K - $570K
45K $529K
JBL
Jabil Inc

Technology
2.37K
New
$202.08 - $234.45 $480K - $557K
2.37K $515K
NVST
Envista Holdings Corp

Healthcare
24.8K
New
$18.89 - $21.72 $468K - $539K
24.8K $505K
CATH
Global X Fds Global X S&P 500

ETFs
6.15K
New
$75.38 - $81.32 $463K - $500K
6.15K $498K
EPR
Epr Properties

Real Estate
8.19K
New
$52.58 - $61.21 $430K - $501K
8.19K $474K
BTBT
Bit Digital, Inc

Financial Services
160K
New
$2.38 - $4.12 $381K - $659K
160K $473K
QBTS
D Wave Quantum Inc.

Technology
19.1K
New
$14.81 - $27.72 $283K - $531K
19.1K $472K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
3.58K
New
$123.13 - $140.8 $441K - $504K
3.58K $459K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
13.6K
New
$30.13 - $33.37 $409K - $453K
13.6K $452K
NSP
Insperity, Inc.

Industrials
9.08K
New
$45.07 - $62.06 $409K - $564K
9.08K $446K
MKTX
Marketaxess Holdings Inc

Financial Services
2.42K
New
$174.25 - $223.11 $421K - $539K
2.42K $420K
FNDE
Schwab Fundamental Emerging Mk

ETFs
11.2K
New
$33.13 - $36.31 $371K - $407K
11.2K $405K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
4.24K
New
$43.07 - $91.37 $182K - $387K
4.24K $387K
FIVE
Five Below, Inc

Consumer Cyclical
2.49K
New
$128.78 - $155.44 $321K - $387K
2.49K $385K
BHP
Bhp Group LTD

Basic Materials
6.89K
New
$48.67 - $56.22 $335K - $387K
6.89K $384K
IETC
Ishares U S ETF Tr

ETFs
3.66K
New
$92.7 - $103.65 $339K - $379K
3.66K $373K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
10.2K
New
$30.06 - $36.69 $306K - $374K
10.2K $373K
FIX
Comfort Systems Usa Inc

Industrials
452
New
$521.66 - $825.18 $236K - $373K
452 $372K
ISCB
International Speedway Corp

ETFs
5.89K
New
$58.42 - $64.36 $344K - $379K
5.89K $370K
GNTX
Gentex Corp

Consumer Cyclical
12.3K
New
$22.66 - $29.06 $279K - $358K
12.3K $348K
DTM
Dt Midstream, Inc.

Energy
2.99K
New
$99.17 - $113.27 $296K - $338K
2.99K $337K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
51K
New
$4.73 - $8.22 $241K - $419K
51K $332K
CHT
Chunghwa Telecom CO LTD

Communication Services
7.57K
New
$43.4 - $46.95 $328K - $355K
7.57K $330K
W
Wayfair Inc.

Consumer Cyclical
3.7K
New
$51.99 - $90.17 $192K - $334K
3.7K $330K
PWB
Invesco Exchange Traded Fd Tr

ETFs
2.63K
New
$115.87 - $125.42 $305K - $330K
2.63K $329K
MDB
Mongo Db, Inc.

Technology
1.06K
New
$201.0 - $334.87 $212K - $354K
1.06K $327K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
5.76K
New
$41.53 - $66.18 $239K - $381K
5.76K $326K
QURE
Uni Qure N.V.

Healthcare
5.54K
New
$13.28 - $59.4 $73.6K - $329K
5.54K $323K
CM
Canadian Imperial Bank Of Commerce

Financial Services
4.03K
New
$71.11 - $81.68 $287K - $329K
4.03K $322K
DG
Dollar General Corp

Consumer Defensive
3.07K
New
$101.86 - $116.32 $313K - $357K
3.07K $317K
CNP
Centerpoint Energy Inc

Utilities
8.08K
New
$35.77 - $39.16 $289K - $316K
8.08K $313K
AEM
Agnico Eagle Mines LTD

Basic Materials
1.86K
New
$116.14 - $168.56 $215K - $313K
1.86K $312K
CADL
Candel Therapeutics, Inc.

Healthcare
60.2K
New
$4.79 - $7.0 $288K - $421K
60.2K $309K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
658
New
$311.12 - $482.13 $205K - $317K
658 $300K
PAA
Plains All American Pipeline LP

Energy
16.2K
New
$16.88 - $18.93 $274K - $307K
16.2K $276K
PKG
Packaging Corp Of America

Consumer Cyclical
1.27K
New
$191.41 - $220.25 $243K - $279K
1.27K $276K
PKW
Invesco Exchange Traded Fd Tr

ETFs
2.07K
New
$123.59 - $132.83 $255K - $274K
2.07K $273K
AFRM
Affirm Holdings, Inc.

Technology
3.74K
New
$64.05 - $92.18 $239K - $344K
3.74K $272K
SWKS
Skyworks Solutions, Inc.

Technology
3.51K
New
$67.52 - $82.97 $237K - $291K
3.51K $270K
QS
Quantum Scape Corp

Consumer Cyclical
21.6K
New
$6.36 - $14.64 $137K - $316K
21.6K $266K
LZB
La Z Boy Inc

Consumer Cyclical
7.75K
New
$33.69 - $40.03 $261K - $310K
7.75K $266K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
10.8K
New
$24.39 - $24.93 $262K - $268K
10.8K $265K
BWXT
Bwx Technologies, Inc.

Industrials
1.43K
New
$136.45 - $184.37 $196K - $264K
1.43K $264K
MNDY
Monday.Com Ltd.

Technology
1.37K
New
$171.46 - $309.62 $234K - $423K
1.37K $264K
RY
Royal Bank Of Canada

Financial Services
1.79K
New
$128.46 - $148.6 $230K - $267K
1.79K $264K
NI
Nisource Inc.

Utilities
6.1K
New
$39.0 - $43.33 $238K - $264K
6.1K $264K
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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