Lido Advisors, LLC Reduced Holdings in Q3 2025

Lido Advisors, LLC

  • $31.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BXSL
Blackstone Secured Lending Fund

Financial Services
-460
- 0.57%
$26.07 - $32.55 $12K - $15K
80.2K $2.09M
KMI
Kinder Morgan, Inc.

Energy
-8.9K
- 7.69%
$26.23 - $28.5 $234K - $254K
107K $3.03M
TPR
Tapestry, Inc.

Consumer Cyclical
-5.21K
- 60.07%
$86.48 - $116.14 $450K - $605K
3.46K $391K
RODM
Hartford Multifactor Developed

ETFs
-21.1K
- 7.89%
$33.53 - $35.95 $707K - $758K
246K $8.75M
CHD
Church & Dwight CO Inc

Consumer Defensive
-761
- 2.19%
$85.84 - $99.09 $65.3K - $75.4K
34K $2.98M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-3.76K
- 7.16%
$91.44 - $91.77 $344K - $345K
48.8K $4.47M
MAA
Mid America Apartment Communities Inc.

Real Estate
-2.05K
- 48.62%
$138.38 - $153.2 $284K - $314K
2.17K $302K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-639
- 25.72%
$332.69 - $399.0 $213K - $255K
1.85K $613K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
-11.3K
- 21.38%
$22.65 - $25.1 $257K - $284K
41.7K $952K
PHM
Pultegroup Inc

Consumer Cyclical
-4.03K
- 47.26%
$108.0 - $141.42 $435K - $570K
4.5K $594K
GWW
W.W. Grainger, Inc.

Industrials
-9
- 0.28%
$932.44 - $1059.49 $8.39K - $9.54K
3.15K $3M
MKC
Mccormick & CO Inc

Consumer Defensive
-906
- 3.8%
$64.3 - $77.17 $58.3K - $69.9K
22.9K $1.53M
RWR
Spdr Dow Jones Reit ETF

ETFs
-3.09K
- 28.59%
$95.17 - $101.62 $294K - $313K
7.71K $772K
OTIS
Otis Worldwide Corp

Industrials
-1.86K
- 16.37%
$84.93 - $101.07 $158K - $188K
9.49K $867K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.93K
- 5.6%
N/A
49.4K $4.24M
IFF
International Flavors & Fragrances Inc

Basic Materials
-2K
- 19.2%
$60.3 - $77.46 $120K - $155K
8.41K $517K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-23.2K
- 25.76%
$10.81 - $11.15 $251K - $259K
66.8K $738K
FTV
Fortive Corp

Technology
-4.24K
- 48.11%
$46.55 - $53.34 $198K - $226K
4.58K $224K
FDS
Factset Research Systems Inc

Financial Services
-77
- 6.01%
$283.86 - $450.3 $21.9K - $34.7K
1.21K $345K
HLN
Haleon PLC

Healthcare
-15.3K
- 23.88%
$8.72 - $10.35 $134K - $159K
48.9K $438K
KIE
Spdr S&P Insurance ETF

ETFs
-3.22K
- 3.93%
$55.71 - $59.62 $179K - $192K
78.8K $4.67M
EXR
Extra Space Storage Inc.

Real Estate
-1.06K
- 9.69%
$134.36 - $152.88 $142K - $161K
9.84K $1.39M
LCNB
Lcnb Corp

Financial Services
-15.6K
- 49.77%
$14.2 - $16.35 $221K - $255K
15.7K $237K
GTO
Invesco Actively Managed ETF T

ETFs
-5.07K
- 12.04%
$46.43 - $47.91 $235K - $243K
37K $1.76M
SEVN
Seven Hills Realty Trust

Real Estate
-21
- 0.02%
$10.08 - $12.85 $212 - $270
123K $1.27M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-2.04K
- 1.85%
$19.08 - $23.53 $38.8K - $47.9K
108K $2.12M
FIS
Fidelity National Information Services, Inc.

Technology
-766
- 7.75%
$63.37 - $82.35 $48.5K - $63.1K
9.12K $601K
AOK
Ishares Tr Core Conservative A

ETFs
-9.42K
- 5.67%
$38.64 - $40.17 $364K - $378K
157K $6.29M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
-24.9K
- 33.24%
$8.57 - $9.09 $213K - $226K
50K $452K
PSEC
Prospect Capital Corp

Financial Services
-49.3K
- 36.52%
$2.59 - $3.47 $128K - $171K
85.7K $235K
RSG
Republic Services, Inc.

Industrials
-175
- 1.96%
$225.33 - $246.01 $39.4K - $43.1K
8.76K $2.01M
WAT
Waters Corp

Healthcare
-284
- 12.99%
$277.72 - $357.04 $78.9K - $101K
1.9K $570K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-7.09K
- 9.16%
$42.43 - $45.05 $301K - $319K
70.2K $3.09M
EIX
Edison International

Utilities
-4.44K
- 28.46%
$50.42 - $56.35 $224K - $250K
11.2K $617K
HRL
Hormel Foods Corp

Consumer Defensive
-729
- 2.36%
$24.31 - $31.54 $17.7K - $23K
30.1K $744K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-8.1K
- 12.26%
$24.73 - $25.29 $200K - $205K
58K $1.46M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-3.2K
- 37.55%
$50.73 - $52.47 $163K - $168K
5.33K $278K
CDW
Cdw Corp

Technology
-268
- 4.49%
$156.97 - $182.84 $42.1K - $49K
5.7K $908K
WSO
Watsco Inc

Industrials
-277
- 24.53%
$381.94 - $489.97 $106K - $136K
852 $344K
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-6.13K
- 30.1%
$27.47 - $28.76 $168K - $176K
14.2K $409K
RELY
Remitly Global, Inc.

Technology
-2.32K
- 5.0%
$15.79 - $20.25 $36.6K - $47K
44.1K $718K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-2.21K
- 6.71%
$49.34 - $53.96 $109K - $119K
30.8K $1.61M
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
-10K
- 21.32%
$16.17 - $16.94 $162K - $169K
36.9K $623K
NMFC
New Mountain Finance Corp

Financial Services
-11.4K
- 34.29%
$9.64 - $10.84 $110K - $124K
21.8K $210K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-11.3K
- 10.4%
$12.09 - $12.69 $137K - $143K
97.3K $1.21M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-6.54K
- 28.07%
$20.84 - $21.03 $136K - $138K
16.8K $350K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
-954
- 9.11%
$53.89 - $68.51 $51.4K - $65.4K
9.52K $520K
USO
United States Oil Fund, LP

ETFs
-2.1K
- 6.56%
$72.3 - $81.04 $152K - $170K
29.9K $2.21M
ALGN
Align Technology Inc

Healthcare
-208
- 12.43%
$124.88 - $207.19 $26K - $43.1K
1.47K $183K
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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