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
CSL
Carlisle Companies Inc

Industrials
-44
- 1.76%
$327.52 - $435.11 $14.4K - $19.1K
2.46K $807K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-10.2K
- 36.4%
$11.64 - $15.79 $118K - $161K
17.8K $260K
HDV
Ishares Core High Dividend ETF

ETFs
-4.27K
- 5.58%
$118.16 - $123.66 $504K - $527K
72.2K $8.84M
SLGN
Silgan Holdings Inc

Consumer Cyclical
-394
- 4.42%
$41.5 - $56.76 $16.4K - $22.4K
8.52K $366K
CACC
Credit Acceptance Corp

Financial Services
-16
- 0.64%
$447.51 - $543.74 $7.16K - $8.7K
2.49K $1.16M
CVNA
Carvana Co.

Consumer Cyclical
-508
- 25.7%
$326.09 - $392.66 $166K - $199K
1.47K $554K
HSIC
Henry Schein Inc

Healthcare
-492
- 4.21%
$64.83 - $74.67 $31.9K - $36.7K
11.2K $743K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-382
- 15.18%
$138.59 - $171.12 $52.9K - $65.4K
2.14K $300K
AINV
Apollo Investment Corp

Financial Services
-9.49K
- 13.72%
N/A
59.7K $663K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-3.93K
- 10.27%
$148.97 - $165.88 $586K - $653K
34.4K $5.65M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
-4.1K
- 7.38%
$14.19 - $15.82 $58.2K - $64.8K
51.4K $732K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-766
- 11.94%
$94.03 - $117.16 $72K - $89.7K
5.65K $533K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-929
- 28.64%
$95.32 - $123.91 $88.6K - $115K
2.32K $234K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-4.42K
- 1.4%
$23.29 - $23.38 $103K - $103K
310K $7.25M
WEC
Wec Energy Group, Inc.

Utilities
-3K
- 12.77%
$103.66 - $114.59 $311K - $343K
20.5K $2.35M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
-4.9K
- 27.89%
$23.55 - $24.8 $115K - $122K
12.7K $314K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-1.82K
- 22.44%
$42.56 - $49.08 $77.6K - $89.5K
6.3K $270K
SAIC
Science Applications International Corp

Technology
-21
- 0.33%
$97.2 - $120.6 $2.04K - $2.53K
6.42K $637K
CRK
Comstock Resources Inc

Energy
-102
- 0.94%
$15.03 - $25.26 $1.53K - $2.58K
10.7K $212K
YUM
Yum Brands Inc

Consumer Cyclical
-1.09K
- 4.88%
$139.5 - $153.94 $152K - $168K
21.2K $3.23M
BEN
Franklin Resources Inc

Financial Services
-3.06K
- 23.8%
$23.13 - $26.03 $70.7K - $79.5K
9.78K $226K
ESS
Essex Property Trust, Inc.

Real Estate
-287
- 0.17%
N/A
171K $46.5M
MLPA
Global X Mlp ETF

ETFs
-702
- 2.92%
$48.25 - $51.56 $33.9K - $36.2K
23.3K $1.13M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
-708
- 5.18%
$25.09 - $33.65 $17.8K - $23.8K
13K $333K
EWBC
East West Bancorp Inc

Financial Services
-912
- 23.99%
$97.41 - $109.7 $88.8K - $100K
2.89K $307K
VPN
Global X Fds Data Ctr Reits &

ETFs
-4.79K
- 9.33%
N/A
46.5K $740K
HPQ
Hp Inc

Technology
-9.5K
- 14.33%
$24.45 - $29.35 $232K - $279K
56.8K $1.55M
NVR
Nvr Inc

Consumer Cyclical
-17
- 17.35%
$7301.0 - $8543.0 $124K - $145K
81 $650K
FNDC
Schwab Fundamental Intl Small

ETFs
-2.14K
- 23.21%
$41.81 - $45.21 $89.3K - $96.6K
7.07K $314K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-4.95K
- 9.4%
$16.46 - $17.1 $81.5K - $84.7K
47.7K $812K
POST
Post Holdings, Inc.

Consumer Defensive
-570
- 16.66%
$102.36 - $114.04 $58.3K - $65K
2.85K $306K
NRG
Nrg Energy, Inc.

Utilities
-470
- 7.15%
$144.77 - $173.91 $68K - $81.7K
6.1K $988K
SLG
Sl Green Realty Corp

Real Estate
-554
- 3.72%
$52.04 - $65.67 $28.8K - $36.4K
14.3K $856K
SNSR
Global X Fds Internet Of Thing

ETFs
-3.18K
- 6.38%
$36.13 - $39.89 $115K - $127K
46.6K $1.82M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
-4.27K
- 26.05%
$8.89 - $10.82 $37.9K - $46.2K
12.1K $107K
CVEO
Civeo Corp

Industrials
-2.49K
- 9.76%
$21.87 - $24.99 $54.4K - $62.2K
23K $528K
WDI
Western Asset Diversified Income Fund

ETFs
-3.94K
- 27.99%
$14.7 - $15.25 $57.8K - $60K
10.1K $148K
FCNCA
First Citizens Bancshares Inc

Financial Services
-16
- 8.65%
$1789.16 - $2158.23 $28.6K - $34.5K
169 $302K
PDD
Pinduoduo Inc.

Consumer Cyclical
-995
- 37.79%
$102.41 - $134.86 $102K - $134K
1.64K $216K
MMSI
Merit Medical Systems Inc

Healthcare
-216
- 5.52%
$80.06 - $96.01 $17.3K - $20.7K
3.7K $307K
CBSH
Commerce Bancshares Inc

Financial Services
-529
- 4.69%
$58.61 - $66.11 $31K - $35K
10.7K $642K
S
Sentinel One, Inc.

Technology
-2.63K
- 14.77%
$15.81 - $19.78 $41.5K - $51.9K
15.2K $266K
DKNG
Draft Kings Inc.

Consumer Cyclical
-59
- 0.61%
$37.4 - $48.23 $2.21K - $2.85K
9.55K $357K
VGLT
Vanguard Long Term Treasury Et

ETFs
-1.09K
- 10.99%
$54.21 - $57.41 $59.3K - $62.8K
8.86K $503K
AWR
American States Water CO

Utilities
-289
- 3.04%
$71.48 - $77.99 $20.7K - $22.5K
9.23K $676K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
-3.45K
- 1.94%
$23.09 - $23.43 $79.8K - $80.9K
174K $4.08M
WEN
Wendy'S CO

Consumer Cyclical
-1.42K
- 8.31%
$9.09 - $11.88 $12.9K - $16.9K
15.7K $143K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-2.42K
- 1.0%
$22.84 - $22.95 $55.2K - $55.4K
239K $5.49M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-1.55K
- 5.08%
$38.52 - $39.39 $59.6K - $60.9K
28.9K $1.13M
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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