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
Lithium Argentina Ag
-85
- 0.8%
N/A
10.6K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-2.33K
- 1.69%
N/A
136K $0
EMLP
First Tr Exchange Traded Iv

ETFs
-168
- 1.37%
$36.99 - $38.38 $6.21K - $6.45K
12.1K $461K
AGNC
Agnc Investment Corp.

Real Estate
-157
- 1.53%
$9.2 - $10.37 $1.44K - $1.63K
10.1K $98K
DFAX
Dimensional ETF Tr
-389
- 4.63%
$29.25 - $31.56 $11.4K - $12.3K
8.01K $251K
IFGL
Ishares International Develope

ETFs
-350
- 0.85%
$22.04 - $23.67 $7.71K - $8.28K
41.1K $945K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-58
- 0.46%
$21.64 - $23.57 $1.26K - $1.37K
12.6K $276K
RPM
Rpm International Inc

Basic Materials
-475
- 5.94%
$110.07 - $128.23 $52.3K - $60.9K
7.52K $886K
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
-190
- 0.25%
$23.43 - $23.88 $4.45K - $4.54K
74.9K $1.79M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
-3K
- 1.41%
$5.7 - $6.01 $17.1K - $18K
210K $1.24M
HOLX
Hologic Inc

Healthcare
-520
- 2.68%
$63.26 - $68.98 $32.9K - $35.9K
18.9K $1.28M
LUMN
Lumen Technologies, Inc.

Communication Services
-1.63K
- 11.98%
$3.7 - $6.22 $6.02K - $10.1K
11.9K $73K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-224
- 6.18%
$139.82 - $155.45 $31.3K - $34.8K
3.4K $528K
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
-28
- 0.04%
$8.77 - $9.87 $246 - $276
68.7K $618K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-273
- 10.51%
$83.08 - $100.2 $22.7K - $27.4K
2.33K $232K
BNL
Broadstone Net Lease, Inc.

Real Estate
-5K
- 8.36%
$15.75 - $18.78 $78.8K - $94K
54.8K $979K
EFSC
Enterprise Financial Services Corp

Financial Services
-1
- 0.02%
$53.81 - $61.68 $53.8 - $61.7
6.37K $369K
ANNX
Annexon, Inc.

Healthcare
-48
- 0.14%
$2.05 - $3.37 $98.4 - $162
35K $104K
TRMB
Trimble Inc.

Technology
-741
- 5.15%
$76.46 - $85.24 $56.7K - $63.2K
13.7K $1.12M
IYH
Ishares Tr

ETFs
-738
- 2.51%
$54.36 - $58.96 $40.1K - $43.5K
28.7K $1.69M
AVO
Mission Produce, Inc.

Consumer Defensive
-5.02K
- 1.81%
$11.74 - $13.08 $58.9K - $65.6K
272K $3.27M
IGF
Ishares Global Infrastructure

ETFs
-324
- 1.41%
$58.29 - $61.43 $18.9K - $19.9K
22.7K $1.39M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-138
- 0.93%
$47.63 - $50.52 $6.57K - $6.97K
14.7K $739K
LVS
Las Vegas Sands Corp

Consumer Cyclical
-478
- 9.2%
$47.38 - $57.71 $22.6K - $27.6K
4.72K $253K
CIEN
Ciena Corp

Technology
-3.51K
- 41.65%
$77.75 - $145.67 $273K - $512K
4.92K $716K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
-7
- 0.12%
$109.55 - $124.15 $767 - $869
5.84K $683K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
-89
- 0.12%
$9.62 - $11.02 $856 - $981
75.7K $767K
URA
Global X Uranium ETF

ETFs
-620
- 8.24%
$36.45 - $50.4 $22.6K - $31.2K
6.91K $329K
NFG
National Fuel Gas CO

Energy
-644
- 4.77%
$82.19 - $93.72 $52.9K - $60.4K
12.9K $1.19M
DGRO
Ishares Core Dividend Growth E

ETFs
-510
- 2.67%
$64.12 - $68.08 $32.7K - $34.7K
18.6K $1.26M
GNRC
Generac Holdings Inc.

Industrials
-234
- 6.78%
$146.61 - $202.85 $34.3K - $47.5K
3.22K $538K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-1K
- 5.23%
$15.38 - $20.2 $15.4K - $20.2K
18.1K $366K
IGV
Ishares Expanded Tech Software

ETFs
-4.76K
- 4.41%
$105.96 - $117.79 $505K - $561K
103K $11.9M
IDNA
Ishares Tr Genomics Immunology

ETFs
-2.39K
- 7.02%
$20.64 - $23.61 $49.3K - $56.4K
31.7K $747K
UBS
Ubs Group Ag

Financial Services
-322
- 3.65%
$33.77 - $42.38 $10.9K - $13.6K
8.5K $348K
SCPH
Sc Pharmaceuticals Inc.

Healthcare
-30
- 0.11%
$3.86 - $5.84 $116 - $175
27.5K $155K
NMRK
Newmark Group, Inc.

Real Estate
-30K
- 31.87%
$12.2 - $19.58 $366K - $587K
64.1K $1.2M
AA
Alcoa Corp

Basic Materials
-514
- 2.46%
$28.4 - $33.85 $14.6K - $17.4K
20.4K $671K
ABR
Arbor Realty Trust Inc

Real Estate
-5.77K
- 6.77%
$10.7 - $12.21 $61.7K - $70.4K
79.4K $969K
ENSG
Ensign Group, Inc

Healthcare
-25
- 0.75%
$136.36 - $174.12 $3.41K - $4.35K
3.33K $574K
SE
Sea LTD

Consumer Cyclical
-130
- 2.99%
$146.23 - $196.5 $19K - $25.5K
4.23K $755K
CDZI
Cadiz Inc

Utilities
-19
- 0.05%
$2.9 - $4.75 $55.1 - $90.3
37.1K $169K
FRT
Federal Realty Investment Trust

Real Estate
-167
- 1.37%
$90.61 - $102.67 $15.1K - $17.1K
12K $1.22M
ITW
Illinois Tool Works Inc

Industrials
-1.51K
- 4.49%
$252.31 - $269.41 $381K - $407K
32.1K $8.37M
VMEO
Vimeo, Inc.

Technology
-34
- 0.2%
$3.65 - $7.75 $124 - $264
17.1K $132K
PNR
Pentair PLC

Industrials
-929
- 4.53%
$100.62 - $112.59 $93.5K - $105K
19.6K $2.17M
WTRG
Essential Utilities, Inc.

Utilities
-44
- 0.18%
$36.73 - $39.9 $1.62K - $1.76K
23.9K $954K
SLB
Schlumberger Limited

Energy
-109
- 0.09%
$32.37 - $37.31 $3.53K - $4.07K
128K $4.38M
OVV
Ovintiv Inc.

Energy
-605
- 1.49%
$38.53 - $43.17 $23.3K - $26.1K
40K $1.61M
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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