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
VTWV
Vanguard Russell 2000 Value Et

ETFs
-7
- 0.13%
$138.45 - $158.63 $969 - $1.11K
5.18K $807K
IDV
Ishares Tr

ETFs
-1.61K
- 2.2%
$34.54 - $37.28 $55.5K - $59.9K
71.3K $2.6M
CYBR
Cyber Ark Software Ltd.

Technology
-105
- 5.68%
$374.8 - $491.1 $39.4K - $51.6K
1.75K $843K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-178
- 0.32%
$64.17 - $68.19 $11.4K - $12.1K
55.6K $3.79M
MTCH
Match Group, Inc.

Communication Services
-199
- 0.81%
$31.83 - $38.77 $6.33K - $7.72K
24.4K $863K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-3
- 0.01%
$53.81 - $57.52 $161 - $173
34.6K $1.99M
LIT
Global X Fds Global X Lithium

ETFs
-362
- 5.14%
$38.41 - $56.85 $13.9K - $20.6K
6.68K $379K
XYL
Xylem Inc.

Industrials
-109
- 1.55%
$129.67 - $147.5 $14.1K - $16.1K
6.93K $1.02M
DCI
Donaldson CO Inc

Industrials
-739
- 5.05%
$69.82 - $82.14 $51.6K - $60.7K
13.9K $1.14M
TDY
Teledyne Technologies Inc

Technology
-79
- 3.4%
$509.51 - $586.04 $40.3K - $46.3K
2.25K $1.32M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-222
- 3.13%
$86.72 - $111.84 $19.3K - $24.8K
6.87K $768K
R
Ryder System Inc

Industrials
-100
- 1.95%
$168.66 - $189.57 $16.9K - $19K
5.03K $948K
IMNM
Immunome Inc.

Healthcare
-34
- 0.06%
$8.4 - $11.59 $286 - $394
59.1K $684K
WWW
Wolverine World Wide Inc

Consumer Cyclical
-27
- 0.19%
$18.93 - $32.4 $511 - $875
14.5K $398K
COOP
Mr. Cooper Group Inc.

Financial Services
-125
- 4.22%
$143.29 - $220.9 $17.9K - $27.6K
2.83K $597K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-8.54K
- 3.08%
$50.02 - $53.28 $427K - $455K
269K $14.1M
SSO
Proshares Ultra S&P 500

ETFs
-9.37K
- 11.15%
$97.48 - $112.71 $914K - $1.06M
74.7K $8.37M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-227
- 2.85%
$232.86 - $268.01 $52.9K - $60.8K
7.75K $2.01M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-27.4K
- 30.1%
$10.78 - $19.82 $295K - $543K
63.6K $1.24M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-284
- 0.98%
$115.96 - $125.95 $32.9K - $35.8K
28.7K $3.62M
PRIM
Primoris Services Corp

Industrials
-575
- 10.39%
$79.61 - $137.33 $45.8K - $79K
4.96K $680K
KWEB
Kraneshares Tr Csi China Inter

ETFs
-382
- 1.03%
$33.63 - $42.59 $12.8K - $16.3K
36.5K $1.53M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-59
- 0.18%
$79.52 - $89.63 $4.69K - $5.29K
32.8K $2.92M
REZI
Resideo Technologies, Inc.

Industrials
-69
- 0.49%
$23.08 - $43.18 $1.59K - $2.98K
14.1K $607K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
-20
- 0.24%
$173.23 - $213.34 $3.46K - $4.27K
8.35K $1.77M
LITE
Lumentum Holdings Inc.

Technology
-773
- 11.76%
$90.44 - $171.5 $69.9K - $133K
5.8K $944K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-10.6K
- 4.05%
$46.4 - $51.49 $493K - $547K
252K $12.6M
IBB
Ishares Biotechnology ETF

ETFs
-1.45K
- 4.27%
$127.63 - $144.37 $185K - $209K
32.5K $4.69M
GL
Globe Life Inc.

Financial Services
-1.06K
- 3.59%
$117.6 - $146.55 $124K - $155K
28.4K $4.06M
DAL
Delta Air Lines, Inc.

Industrials
-3.14K
- 4.06%
$49.0 - $61.97 $154K - $194K
74.1K $4.2M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-6.36K
- 4.38%
$121.46 - $130.92 $773K - $833K
139K $18.1M
UTG
Reaves Utility Income Fund

Financial Services
-159
- 0.11%
$35.81 - $39.62 $5.69K - $6.3K
150K $5.94M
BK
Bank Of New York Mellon Corp

Financial Services
-500
- 1.33%
$90.65 - $109.75 $45.3K - $54.9K
37K $4.03M
IWD
Ishares Russell 1000 Val ETF

ETFs
-5.17K
- 2.72%
$192.76 - $203.86 $996K - $1.05M
185K $37.7M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-176
- 0.44%
$205.52 - $234.96 $36.2K - $41.4K
40.1K $9.42M
IAU
Ishares Gold Trust

ETFs
-1.64K
- 1.58%
$61.62 - $72.77 $101K - $119K
102K $7.44M
IWS
Ishares Russell Midcap Value E

ETFs
-9.07K
- 2.64%
$132.83 - $140.61 $1.2M - $1.27M
335K $46.7M
DHI
Horton D R Inc

Consumer Cyclical
-114
- 0.33%
$129.82 - $184.04 $14.8K - $21K
34.5K $5.85M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-382
- 0.47%
$89.32 - $107.82 $34.1K - $41.2K
80.4K $8.67M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-37.6K
- 4.32%
$64.14 - $69.37 $2.41M - $2.61M
832K $57.4M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-2.76K
- 4.66%
$275.84 - $326.36 $760K - $899K
56.4K $18.4M
VXF
Vanguard Extended Market ETF

ETFs
-1.87K
- 1.23%
$193.58 - $213.07 $363K - $399K
150K $31.4M
IWX
Ishares Tr Russell 200 Value E

ETFs
-6.09K
- 0.61%
$83.04 - $87.88 $506K - $535K
993K $87.3M
IWR
Ishares Russell Mid Cap ETF

ETFs
-6.81K
- 0.74%
$92.26 - $97.51 $628K - $664K
919K $88.7M
IWV
Ishares Russell 3000 ETF

ETFs
-10.4K
- 3.45%
$351.04 - $379.81 $3.64M - $3.94M
290K $110M
NVT
N Vent Electric PLC

Industrials
-1.07K
- 0.57%
$72.16 - $100.25 $77.4K - $107K
187K $18.5M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-63.1K
- 3.33%
$135.0 - $146.02 $8.52M - $9.22M
1.83M $267M
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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