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
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-1.47K
- 20.94%
$43.65 - $46.42 $64K - $68.1K
5.54K $256K
MRNA
Moderna, Inc.

Healthcare
-1K
- 7.39%
$23.51 - $34.67 $23.6K - $34.8K
12.6K $324K
UNM
Unum Group

Financial Services
-393
- 6.81%
$68.55 - $82.12 $26.9K - $32.3K
5.37K $417K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
-857
- 8.38%
$29.41 - $32.05 $25.2K - $27.5K
9.37K $278K
SNAP
Snap Inc

Communication Services
-1.97K
- 6.08%
$6.99 - $10.35 $13.8K - $20.4K
30.4K $234K
ELS
Equity Lifestyle Properties Inc

Real Estate
-559
- 4.88%
$58.43 - $62.12 $32.7K - $34.7K
10.9K $661K
FNDF
Schwab Fundamental Intl Large

ETFs
-4.43K
- 8.91%
$39.84 - $43.15 $176K - $191K
45.3K $1.94M
VOE
Vanguard Mid Cap Value Index F

ETFs
-663
- 8.9%
$164.63 - $174.58 $109K - $116K
6.79K $1.18M
SNY
Sanofi

Healthcare
-695
- 12.24%
$45.07 - $51.35 $31.3K - $35.7K
4.98K $235K
IP
International Paper CO

Consumer Cyclical
-375
- 0.78%
$45.32 - $55.68 $17K - $20.9K
47.9K $2.22M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-838
- 4.59%
$46.67 - $49.54 $39.1K - $41.5K
17.4K $848K
CPT
Camden Property Trust

Real Estate
-183
- 6.57%
$104.05 - $115.69 $19K - $21.2K
2.6K $277K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-848
- 3.99%
$18.41 - $20.12 $15.6K - $17.1K
20.4K $375K
ABM
Abm Industries Inc

Industrials
-112
- 0.45%
$44.78 - $49.66 $5.02K - $5.56K
24.7K $1.14M
SCI
Service Corp International

Consumer Cyclical
-476
- 12.12%
$75.63 - $83.25 $36K - $39.6K
3.45K $287K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-6.5K
- 2.97%
$70.77 - $73.59 $460K - $478K
212K $15.6M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-1.86K
- 10.39%
$42.28 - $45.71 $78.5K - $84.8K
16K $728K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-455
- 3.08%
$70.85 - $76.96 $32.2K - $35K
14.3K $1.09M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-1.02K
- 2.89%
$24.45 - $24.58 $25K - $25.1K
34.3K $842K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
-412
- 5.81%
$51.82 - $60.27 $21.3K - $24.8K
6.68K $351K
CRMD
Cor Medix Inc.

Healthcare
-517
- 1.09%
$10.07 - $14.83 $5.21K - $7.67K
46.7K $559K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-3.53K
- 1.93%
$28.95 - $29.73 $102K - $105K
180K $5.35M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-591
- 9.84%
$48.96 - $52.08 $28.9K - $30.8K
5.42K $279K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
-1.17K
- 2.22%
$23.53 - $23.89 $27.6K - $28K
51.8K $1.24M
USFD
Us Foods Holding Corp.

Consumer Defensive
-246
- 6.49%
$76.35 - $84.68 $18.8K - $20.8K
3.54K $271K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-348
- 1.88%
$78.96 - $80.04 $27.5K - $27.9K
18.2K $1.45M
PMT
Penny Mac Mortgage Investment Trust

Real Estate
-301
- 1.18%
$11.79 - $13.23 $3.55K - $3.98K
25.2K $308K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-932
- 5.52%
$22.64 - $23.22 $21.1K - $21.6K
15.9K $368K
PHG
Koninklijke Philips Nv

Healthcare
-1.95K
- 18.2%
$23.84 - $28.62 $46.4K - $55.7K
8.74K $238K
CRDF
Cardiff Oncology, Inc.

Healthcare
-19
- 0.13%
$1.96 - $4.51 $37.2 - $85.7
15K $30K
IBRX
Immunity Bio, Inc.

Healthcare
-3.91K
- 11.13%
$2.24 - $3.01 $8.77K - $11.8K
31.2K $76K
CACI
Caci International Inc

Technology
-37
- 4.76%
N/A
741 $316K
AVUV
American Centy ETF Tr Avantis

ETFs
-739
- 10.5%
$90.37 - $102.12 $66.8K - $75.5K
6.3K $626K
XJR
Ishares Tresg Screened S&P Sma

ETFs
-993
- 9.66%
$39.17 - $43.37 $38.9K - $43.1K
9.29K $395K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-207
- 1.63%
$96.22 - $98.19 $19.9K - $20.3K
12.5K $1.23M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-388
- 8.37%
$56.63 - $60.72 $22K - $23.6K
4.25K $255K
MGV
Vanguard Mega Cap Value

ETFs
-1.51K
- 4.98%
$129.46 - $137.85 $195K - $207K
28.7K $3.95M
PRI
Primerica, Inc.

Financial Services
-49
- 6.16%
$255.46 - $285.58 $12.5K - $14K
746 $207K
VTHR
Vanguard Russell 3000 ETF

ETFs
-953
- 7.6%
$272.54 - $295.85 $260K - $282K
11.6K $3.41M
VNDA
Vanda Pharmaceuticals Inc.

Healthcare
-2.78K
- 21.55%
$4.19 - $5.1 $11.6K - $14.2K
10.1K $50K
OGS
One Gas, Inc.

Utilities
-752
- 13.41%
$72.16 - $80.94 $54.3K - $60.9K
4.86K $392K
ROL
Rollins Inc

Consumer Cyclical
-545
- 5.34%
$55.05 - $58.74 $30K - $32K
9.66K $567K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-219
- 3.01%
$47.21 - $48.3 $10.3K - $10.6K
7.06K $339K
RACE
Ferrari N.V.

Consumer Cyclical
-5
- 0.55%
$436.24 - $517.65 $2.18K - $2.59K
910 $441K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-205
- 1.59%
$81.76 - $86.36 $16.8K - $17.7K
12.7K $1.07M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-83
- 2.63%
$102.4 - $103.88 $8.5K - $8.62K
3.07K $317K
PFL
Pimco Income Strategy Fund

Financial Services
-1.19K
- 5.93%
$8.25 - $8.57 $9.78K - $10.2K
18.8K $160K
ROLL
Rbc Bearings Inc

Industrials
-25
- 3.85%
N/A
625 $153K
DJP
Barclays Bank PLC

ETFs
-147
- 0.43%
N/A
34.3K $1.11M
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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