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
SITM
Sitime Corp

Technology
850
New
$190.16 - $318.05 $162K - $270K
850 $256K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
13.7K
New
$17.96 - $19.62 $246K - $269K
13.7K $255K
AFG
American Financial Group Inc

Financial Services
1.73K
New
$122.42 - $145.72 $212K - $252K
1.73K $252K
MANH
Manhattan Associates Inc

Technology
1.23K
New
$196.16 - $227.94 $241K - $280K
1.23K $251K
EVR
Evercore Inc.

Financial Services
746
New
$276.5 - $362.79 $206K - $271K
746 $251K
L
Loews Corp

Financial Services
2.49K
New
$89.82 - $100.39 $224K - $250K
2.49K $249K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
8.91K
New
$24.02 - $27.91 $214K - $249K
8.91K $248K
JHG
Janus Henderson Group PLC

Financial Services
5.51K
New
$39.46 - $45.37 $217K - $250K
5.51K $245K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.48K
New
$158.24 - $191.13 $234K - $282K
1.48K $245K
CAG
Conagra Brands Inc.

Consumer Defensive
13.4K
New
$18.04 - $21.14 $241K - $282K
13.4K $244K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
2.14K
New
$100.63 - $112.27 $215K - $240K
2.14K $236K
BELFB
Bel Fuse Inc.

Technology
1.64K
New
$95.52 - $150.97 $157K - $248K
1.64K $231K
REXR
Rexford Industrial Realty, Inc.

Real Estate
5.5K
New
$35.43 - $43.53 $195K - $240K
5.5K $226K
BKH
Black Hills Corp

Utilities
3.66K
New
$55.87 - $61.62 $204K - $225K
3.66K $225K
HLI
Houlihan Lokey, Inc.

Financial Services
1.08K
New
$181.55 - $209.19 $196K - $226K
1.08K $221K
AORT
Artivion, Inc.

Healthcare
5.24K
New
$30.29 - $44.83 $159K - $235K
5.24K $221K
RDVY
First Trust Rising Dividend Ac

ETFs
3.28K
New
$62.38 - $67.29 $205K - $221K
3.28K $220K
IONQ
Ion Q, Inc.

Technology
3.55K
New
$36.79 - $75.14 $131K - $267K
3.55K $218K
SIVR
Abrdn Silver ETF Trust

ETFs
4.9K
New
$34.34 - $44.62 $168K - $218K
4.9K $217K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.76K
New
$37.14 - $37.85 $214K - $218K
5.76K $217K
INSM
Insmed Inc

Healthcare
1.51K
New
$96.14 - $147.2 $145K - $223K
1.51K $217K
SOXL
Direxion Daily Semiconductor B

ETFs
6.13K
New
$23.99 - $34.84 $147K - $213K
6.13K $213K
CARG
Car Gurus, Inc.

Communication Services
5.68K
New
$29.11 - $37.85 $165K - $215K
5.68K $211K
PNM
Pnm Resources Inc

Utilities
5.08K
New
N/A
5.08K $211K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
6.27K
New
$31.31 - $34.54 $196K - $217K
6.27K $211K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
2.75K
New
$71.0 - $90.32 $195K - $248K
2.75K $211K
CDE
Coeur Mining, Inc.

Basic Materials
11.2K
New
$8.68 - $18.76 $97.6K - $211K
11.2K $210K
XPO
Xpo Logistics, Inc.

Industrials
1.63K
New
$118.79 - $138.31 $194K - $226K
1.63K $210K
WYNN
Wynn Resorts LTD

Consumer Cyclical
1.63K
New
$101.96 - $132.43 $166K - $215K
1.63K $208K
BCS
Barclays PLC

Financial Services
10.1K
New
$17.88 - $21.05 $180K - $212K
10.1K $208K
DTEC
Alps ETF Tr Disruptive Technol

ETFs
4K
New
$48.0 - $51.73 $192K - $207K
4K $204K
CF
Cf Industries Holdings, Inc.

Basic Materials
2.27K
New
$80.91 - $98.75 $184K - $224K
2.27K $203K
CG
Carlyle Group Inc.

Financial Services
3.25K
New
$52.82 - $69.35 $172K - $226K
3.25K $203K
TD
Toronto Dominion Bank

Financial Services
2.53K
New
$72.55 - $79.95 $183K - $202K
2.53K $202K
FXL
First Tr Exchange Traded Fd Fi

ETFs
1.2K
New
$155.79 - $172.55 $187K - $207K
1.2K $201K
BITQ
Exchange Traded Concepts Tr Bi

ETFs
8K
New
$18.9 - $25.14 $151K - $201K
8K $200K
BCAT
Black Rock Capital Allocation Trust

ETFs
13.4K
New
$14.56 - $15.29 $196K - $206K
13.4K $198K
FLO
Flowers Foods Inc

Consumer Defensive
14.3K
New
$12.68 - $16.76 $181K - $240K
14.3K $186K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
12.4K
New
$14.49 - $14.86 $180K - $185K
12.4K $180K
JOBY
Joby Aviation, Inc.

Industrials
10.8K
New
$9.81 - $20.39 $106K - $221K
10.8K $175K
AQST
Aquestive Therapeutics, Inc.

Healthcare
30K
New
$3.4 - $5.99 $102K - $179K
30K $167K
PSO
Pearson PLC

Communication Services
11.1K
New
$13.86 - $15.1 $153K - $167K
11.1K $156K
GNL
Global Net Lease, Inc.

Real Estate
19K
New
$6.85 - $8.33 $130K - $159K
19K $154K
GALT
Galectin Therapeutics Inc

Healthcare
36.3K
New
$2.09 - $5.37 $75.9K - $195K
36.3K $151K
VKQ
Invesco Municipal Trust

Financial Services
14.6K
New
$8.95 - $9.65 $130K - $141K
14.6K $140K
GRAB
Grab Holdings LTD

Technology
23.1K
New
$4.77 - $6.45 $110K - $149K
23.1K $139K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
15.4K
New
$8.46 - $9.02 $130K - $139K
15.4K $137K
HL
Hecla Mining CO

Basic Materials
10K
New
$5.59 - $12.1 $56.1K - $121K
10K $121K
UMC
United Microelectronics Corp

Technology
13K
New
$6.58 - $7.86 $85.4K - $102K
13K $98K
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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