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Lloyd Advisory Services

Latest statistics and disclosures from Lloyd Advisory Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYM, SIXO, OCTW, SEPW, TUA, and represent 37.83% of Lloyd Advisory Services's stock portfolio.
Added to shares of these 10 stocks: SIXO (+$21M), OCTW (+$20M), GSEP (+$5.7M), JANZ, DECU, GLDM, GSLC, ONEZ, SCHX, OCTZ.
Started 467 new stock positions in MPWR, DIS, BEN, WLK, CFG, NOVZ, BA, HBAN, SVOL, IFF.
Reduced shares in these 10 stocks: SIXP (-$18M), DECW (-$17M), GJUL, AAPL, NVDA, TYA, BILZ, ILCG, SCHG, MGC.
Sold out of its positions in BBAI, VNLA, Total.
Lloyd Advisory Services was a net buyer of stock by $41M.
Lloyd Advisory Services has $258M in assets under management (AUM), dropping by 21.30%.
Central Index Key (CIK): 0001802474

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Portfolio Holdings for Lloyd Advisory Services

Lloyd Advisory Services holds 563 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Lloyd Advisory Services has 563 total positions. Only the first 250 positions are shown.

Sign up to view all of the Lloyd Advisory Services Dec. 31, 2025 positions
Download the Lloyd Advisory Services December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYM)	10.0	$26M	+3%	320k	80.22	View chart
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)	8.1	$21M	NEW	603k	34.73	View chart
Aim Etf Products Trust Allianzim Us Equ (OCTW)	7.7	$20M	NEW	507k	39.00	View chart
Aim Etf Products Trust Allianzim Us Lrg (SEPW)	6.2	$16M	+9%	499k	31.92	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	5.9	$15M	+10%	691k	21.90	View chart
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)	4.5	$12M	+8%	295k	39.12	View chart
Aim Etf Products Trust Allianzim Us Equ (DECU)	3.9	$10M	+33%	367k	27.39	View chart
Elevation Series Trust Trueshares Quart (QBER)	3.8	$9.8M	-5%	408k	23.97	View chart
Elevation Series Trust Trueshares Struc (SEPZ)	3.2	$8.3M	+12%	196k	42.26	View chart
Elevation Series Trust Trueshares Seaso (ONEZ)	3.1	$8.1M	+30%	311k	25.97	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.5	$6.4M	-8%	10k	627.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	2.2	$5.7M	NEW	146k	38.74	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	1.5	$3.9M	-31%	39k	100.77	View chart
Elevation Series Trust Trueshares Strcd (JANZ)	1.5	$3.9M	NEW	101k	38.11	View chart
Elevation Series Trust Trueshares Dec (DECZ)	1.4	$3.7M	+17%	91k	40.26	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	1.0	$2.6M	+6%	50k	51.75	View chart
Aim Etf Products Trust Allianzim Eq Buf (JULU)	1.0	$2.5M	+54%	84k	29.71	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.0	$2.5M	+90%	13k	198.63	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$2.0M	-19%	30k	67.22	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.8	$2.0M	NEW	23k	85.37	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.7	$1.9M	NEW	14k	132.37	View chart
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)	0.7	$1.9M	+6%	48k	39.26	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$1.8M		3.7k	487.84	View chart
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)	0.7	$1.8M	-58%	131k	13.50	View chart
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)	0.7	$1.7M	+6%	40k	42.75	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$1.6M	NEW	61k	26.91	View chart
Elevation Series Trust Trueshares Oct (OCTZ)	0.6	$1.6M	NEW	38k	42.55	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$1.6M	NEW	2.4k	681.92	View chart
Simplify Exchange Traded Fun Us Eqt Pls Upsid (SPUC)	0.6	$1.6M	NEW	34k	46.60	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.6	$1.5M	NEW	19k	79.84	View chart
Capitol Ser Tr Sterling Cap Enh (SCEC)	0.6	$1.5M	-6%	59k	25.36	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.6	$1.4M	-50%	5.1k	276.95	View chart
Spdr Series Trust State Street Spd (SPYG)	0.5	$1.4M	NEW	13k	106.70	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.5	$1.4M	NEW	12k	116.40	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.5	$1.2M	+17%	20k	60.81	View chart
Ishares Tr Core Msci Intl (IDEV)	0.4	$1.2M	-4%	14k	82.48	View chart
McKesson Corporation (MCK)	0.4	$1.2M	NEW	1.4k	820.22	View chart
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)	0.4	$1.1M	NEW	31k	36.66	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$1.1M	+16%	8.9k	123.25	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$1.1M	+58%	5.2k	212.05	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.0M	+14%	1.5k	684.97	View chart
Aim Etf Products Trust Allianzim Us Equ (JANW)	0.4	$968k	+289%	26k	37.01	View chart
Aim Etf Products Trust Allianzim Us Eqt (DECW)	0.4	$950k	-94%	28k	33.94	View chart
Aim Etf Products Trust Allianzim Us Lrg (SEPT)	0.4	$939k	NEW	27k	35.16	View chart
Abrdn Fds Emerging Mkts Di (AGEM)	0.3	$881k	NEW	23k	38.38	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$849k	+4%	2.5k	343.00	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.3	$790k		8.6k	91.86	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.3	$723k	+38%	27k	26.68	View chart
Home Depot (HD)	0.3	$685k	-27%	2.0k	344.05	View chart
NVIDIA Corporation (NVDA)	0.3	$658k	-79%	3.5k	186.48	View chart
Apple (AAPL)	0.2	$637k	-84%	2.3k	271.91	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.2	$606k	NEW	7.7k	78.62	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$563k	-8%	4.9k	113.93	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$543k	+10%	7.6k	71.41	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.2	$539k	NEW	20k	27.26	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$522k	+60%	5.2k	100.33	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$517k		22k	24.04	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.2	$511k	+10%	23k	22.67	View chart
Microsoft Corporation (MSFT)	0.2	$495k	-61%	1.0k	483.42	View chart
Ishares Tr Invt Grd Corp Bd (LQDW)	0.2	$490k	+10%	20k	24.56	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.2	$480k	NEW	20k	23.71	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$470k	+50%	1.9k	250.30	View chart
Spdr Series Trust State Street Spd (SPTL)	0.2	$465k	-17%	18k	26.47	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$438k	+37%	13k	33.30	View chart
Spdr Series Trust State Street Spd (SPTM)	0.2	$415k	+30%	5.0k	82.50	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$413k		2.9k	141.07	View chart
Amazon (AMZN)	0.2	$409k	-38%	1.8k	230.82	View chart
American Centy Etf Tr Avantis Us Mid C (AVMC)	0.2	$405k	NEW	5.7k	70.64	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.2	$405k	+20%	11k	38.56	View chart
Coca-Cola Company (KO)	0.1	$365k	NEW	5.2k	69.91	View chart
Innovator Etfs Trust Equity Defined P (ZSEP)	0.1	$347k	NEW	13k	26.78	View chart
Aim Etf Products Trust Allianzim Us Equ (SIXZ)	0.1	$341k	NEW	12k	29.61	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	0.1	$336k	NEW	16k	20.70	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.1	$333k	+62%	5.2k	64.25	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$328k	-3%	5.6k	58.73	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$326k		6.4k	50.58	View chart
Duke Energy Corp Com New (DUK)	0.1	$324k	-6%	2.8k	117.20	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$316k	+31%	3.3k	95.95	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	0.1	$305k	NEW	8.6k	35.35	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$300k	-8%	4.7k	64.42	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.1	$300k	+31%	7.6k	39.38	View chart
Cisco Systems (CSCO)	0.1	$283k	-36%	3.7k	77.04	View chart
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW)	0.1	$272k	NEW	7.8k	34.86	View chart
At&t (T)	0.1	$270k	-13%	11k	24.84	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.1	$270k	NEW	2.4k	114.51	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$264k	NEW	558.00	473.66	View chart
Cgi Cl A Sub Vtg (GIB)	0.1	$262k		2.8k	92.32	View chart
Abbvie (ABBV)	0.1	$259k	-33%	1.1k	228.53	View chart
Altria (MO)	0.1	$255k		4.4k	57.66	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.1	$248k	NEW	14k	17.56	View chart
Wal-Mart Stores (WMT)	0.1	$248k	-2%	2.2k	111.41	View chart
Totalenergies Se Act (TTE)	0.1	$247k	NEW	3.8k	65.42	View chart
Verizon Communications (VZ)	0.1	$246k	-30%	6.0k	40.73	View chart
Spdr Series Trust State Street Spd (FLRN)	0.1	$246k	NEW	8.0k	30.73	View chart
Aim Etf Products Trust Allianzim 6 Mont (SPBX)	0.1	$244k	NEW	8.9k	27.48	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$241k	NEW	3.2k	75.78	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$241k	-43%	607.00	396.31	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	0.1	$237k	NEW	3.1k	75.78	View chart
National Grid Sponsored Adr Ne (NGG)	0.1	$237k		3.1k	77.36	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.1	$235k	NEW	9.0k	26.16	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.1	$233k	NEW	11k	22.31	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$233k	-55%	744.00	313.16	View chart
Us Bancorp Del Com New (USB)	0.1	$233k	-8%	4.4k	53.37	View chart
Simplify Exchange Traded Fun Currency Strateg (FOXY)	0.1	$231k	NEW	8.5k	27.21	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$231k	NEW	559.00	412.52	View chart
Enbridge (ENB)	0.1	$228k	-4%	4.8k	47.83	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$222k	NEW	3.4k	64.79	View chart
Ea Series Trust Astoria Us Equal (ROE)	0.1	$222k	NEW	6.3k	35.27	View chart
PNC Financial Services (PNC)	0.1	$222k	-5%	1.1k	208.64	View chart
Truist Financial Corp equities (TFC)	0.1	$220k	-3%	4.5k	49.21	View chart
Aim Etf Products Trust Allianzim Us Eqt (AIOO)	0.1	$218k	NEW	8.5k	25.70	View chart
Pfizer (PFE)	0.1	$214k		8.6k	24.90	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$212k		2.1k	99.52	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$212k	NEW	3.7k	56.61	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$211k		2.3k	91.38	View chart
Exxon Mobil Corporation (XOM)	0.1	$211k	-35%	1.8k	120.33	View chart
Xcel Energy (XEL)	0.1	$208k	+9%	2.8k	73.86	View chart
Prologis (PLD)	0.1	$208k	-8%	1.6k	127.69	View chart
Aim Etf Products Trust Us Lrgcp B20 Jun (JUNW)	0.1	$202k	NEW	6.1k	33.39	View chart
Johnson & Johnson (JNJ)	0.1	$199k	-48%	964.00	206.86	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$197k	NEW	4.7k	41.92	View chart
Chevron Corporation (CVX)	0.1	$193k	-18%	1.3k	152.43	View chart
Sanofi Sa Sponsored Adr (SNY)	0.1	$187k	NEW	3.9k	48.46	View chart
Tesla Motors (TSLA)	0.1	$183k	-25%	407.00	449.72	View chart
Innovator Etfs Trust Equity Defined P (APOC)	0.1	$183k	NEW	7.0k	26.20	View chart
Innovator Etfs Trust Equity Defined P (ZNOV)	0.1	$183k	NEW	6.8k	26.67	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$182k	NEW	1.9k	94.14	View chart
Amgen (AMGN)	0.1	$182k	-31%	556.00	327.54	View chart
Westlake Chemical Corporation (WLK)	0.1	$181k	NEW	2.4k	73.95	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$180k	NEW	3.6k	50.59	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.1	$174k	NEW	1.8k	94.84	View chart
Pepsi (PEP)	0.1	$168k	NEW	1.2k	143.56	View chart
American Centy Etf Tr Focused Dynamic (FDG)	0.1	$167k	NEW	1.3k	126.85	View chart
Meta Platforms Cl A (META)	0.1	$163k	-76%	247.00	661.35	View chart
Palantir Technologies Cl A (PLTR)	0.1	$162k	-26%	912.00	177.75	View chart
FirstEnergy (FE)	0.1	$161k	NEW	3.6k	44.77	View chart
JPMorgan Chase & Co. (JPM)	0.1	$157k	-59%	488.00	322.19	View chart
Realty Income (O)	0.1	$155k	NEW	2.7k	56.38	View chart
Philip Morris International (PM)	0.1	$155k	NEW	964.00	160.47	View chart
Aim Etf Products Trust Allianzim Us Lrg (AUGW)	0.1	$153k	NEW	4.7k	32.53	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$152k	NEW	1.7k	89.58	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$152k	NEW	1.9k	78.79	View chart
Paychex (PAYX)	0.1	$148k	NEW	1.3k	112.20	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXP)	0.1	$147k	-99%	4.6k	31.55	View chart
Tc Energy Corp (TRP)	0.1	$146k	NEW	2.7k	55.01	View chart
Fiserv (FI)	0.1	$143k	NEW	2.1k	67.17	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$141k	NEW	1.5k	95.25	View chart
Simplify Exchange Traded Fun Simplify Opport (CRDT)	0.1	$141k	NEW	6.0k	23.31	View chart
International Business Machines (IBM)	0.1	$140k	NEW	474.00	296.28	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$138k	-91%	225.00	613.78	View chart
Amcor Ord	0.1	$137k		16k	8.34	View chart
Southern Company (SO)	0.1	$135k	-58%	1.6k	87.18	View chart
GSK Sponsored Adr (GSK)	0.1	$134k	NEW	2.7k	49.03	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$133k	NEW	1.6k	82.34	View chart
Cme (CME)	0.1	$131k	NEW	480.00	273.16	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.0	$129k	NEW	2.2k	58.74	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.0	$125k	NEW	1.3k	93.97	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$125k	NEW	743.00	167.83	View chart
Qualcomm (QCOM)	0.0	$124k	NEW	725.00	170.99	View chart
Simplify Exchange Traded Fun Gamma Emerging (GAEM)	0.0	$122k	NEW	4.6k	26.63	View chart
Aim Etf Products Trust Allianzim Buffer (SPBW)	0.0	$122k	NEW	4.4k	27.42	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$121k	-92%	483.00	251.41	View chart
Elevation Series Trust Rivernorth Activ (CEFZ)	0.0	$121k	NEW	15k	8.19	View chart
Angel Oak Funds Trust Income Etf (CARY)	0.0	$118k	NEW	5.7k	20.83	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$118k	NEW	2.5k	46.55	View chart
Kimberly-Clark Corporation (KMB)	0.0	$117k	NEW	1.2k	100.93	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$116k	NEW	2.0k	59.29	View chart
American Centy Etf Tr Quality Divrsfed (QINT)	0.0	$116k	NEW	1.8k	64.20	View chart
Pimco Dynamic Income Strateg Com Shs Ben Int (PDX)	0.0	$114k	NEW	6.1k	18.78	View chart
PPL Corporation (PPL)	0.0	$114k	NEW	3.2k	35.02	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$113k	-66%	361.00	313.68	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.0	$110k	NEW	3.7k	29.59	View chart
Costco Wholesale Corporation (COST)	0.0	$109k	NEW	126.00	863.92	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$109k	NEW	4.0k	27.43	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$108k	NEW	2.2k	49.65	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$108k	NEW	828.00	129.80	View chart
3M Company (MMM)	0.0	$106k	NEW	662.00	159.99	View chart
Oracle Corporation (ORCL)	0.0	$105k	-60%	538.00	194.78	View chart
Aim Etf Products Trust Allianzim Us Eq (SIXJ)	0.0	$105k	NEW	3.1k	34.28	View chart
Broadcom (AVGO)	0.0	$103k	-72%	297.00	345.86	View chart
American Electric Power Company (AEP)	0.0	$103k	NEW	889.00	115.25	View chart
Merck & Co (MRK)	0.0	$101k	NEW	956.00	105.31	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$99k	-58%	197.00	502.65	View chart
Elevation Series Trust Trushares Bull (QBUL)	0.0	$98k	NEW	4.1k	23.80	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$97k	NEW	707.00	136.96	View chart
Equifax (EFX)	0.0	$95k	NEW	438.00	217.10	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$93k	NEW	667.00	139.44	View chart
Texas Instruments Incorporated (TXN)	0.0	$93k	NEW	535.00	173.34	View chart
Unilever Spon Adr New (UL)	0.0	$92k	NEW	1.4k	65.40	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.0	$91k	NEW	2.1k	43.54	View chart
Pimco Etf Tr Commodity Strat (CMDT)	0.0	$91k	NEW	3.3k	27.59	View chart
Pimco Etf Tr Preferred And Cp (PRFD)	0.0	$89k	NEW	1.7k	51.50	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$88k	NEW	1.5k	59.92	View chart
Aim Etf Products Trust Allianzim Us Equ (NVBU)	0.0	$88k	NEW	3.0k	28.95	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$88k	NEW	3.9k	22.43	View chart
Aim Etf Products Trust Allianzim Us Eqt (OCTU)	0.0	$88k	NEW	3.1k	28.46	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$88k	-95%	843.00	103.99	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.0	$88k	NEW	2.4k	35.90	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.0	$87k	NEW	3.1k	28.06	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.0	$86k	NEW	1.7k	50.28	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.0	$85k	NEW	1.4k	61.11	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$82k	NEW	855.00	96.31	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$82k	NEW	548.00	148.66	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$80k	NEW	292.00	275.13	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.0	$79k	NEW	954.00	83.03	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$76k	NEW	4.4k	17.35	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.0	$76k	NEW	1.4k	52.76	View chart
Incyte Corporation (INCY)	0.0	$74k	NEW	748.00	98.77	View chart
Gilead Sciences (GILD)	0.0	$74k	NEW	599.00	122.72	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$70k	NEW	815.00	85.79	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$69k	NEW	1.3k	53.84	View chart
Diageo Spon Adr New (DEO)	0.0	$69k	NEW	797.00	86.29	View chart
Applovin Corp Com Cl A (APP)	0.0	$69k	NEW	102.00	673.82	View chart
Wec Energy Group (WEC)	0.0	$69k	NEW	650.00	105.40	View chart
American Express Company (AXP)	0.0	$68k	NEW	183.00	369.95	View chart
Aim Etf Products Trust Us Lrgcp B10 Jan (JANT)	0.0	$67k	NEW	1.6k	41.24	View chart
Zoetis Cl A (ZTS)	0.0	$65k	NEW	516.00	125.76	View chart
Pilgrim's Pride Corporation (PPC)	0.0	$65k	NEW	1.7k	38.99	View chart
Advanced Micro Devices (AMD)	0.0	$65k	-84%	302.00	214.16	View chart
Renaissance Re Holdings Ltd Cmn (RNR)	0.0	$64k	NEW	228.00	281.56	View chart
American Centy Etf Tr Avantis Emerging (AVXC)	0.0	$64k	NEW	1.0k	63.76	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$62k	-96%	1.9k	32.61	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$60k	NEW	500.00	120.18	View chart
American Centy Etf Tr Select High Yiel (AHYB)	0.0	$60k	NEW	1.3k	46.75	View chart
United Sts Commodity Index F Cm Rep Copp Fd (CPER)	0.0	$57k	NEW	1.6k	34.96	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$56k	NEW	279.00	199.48	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.0	$56k	NEW	1.1k	50.25	View chart
Coeur Mng Com New (CDE)	0.0	$55k	NEW	3.1k	17.83	View chart
Abbott Laboratories (ABT)	0.0	$55k	NEW	441.00	125.24	View chart
Walt Disney Company (DIS)	0.0	$53k	NEW	468.00	113.72	View chart
Analog Devices (ADI)	0.0	$53k	NEW	195.00	271.39	View chart
Bank of New York Mellon Corporation (BK)	0.0	$53k	NEW	453.00	116.09	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXD)	0.0	$52k	NEW	1.8k	28.89	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.0	$52k	NEW	1.1k	47.24	View chart
Wells Fargo & Company (WFC)	0.0	$51k	NEW	546.00	93.21	View chart
Lam Research Corp Com New (LRCX)	0.0	$50k	NEW	291.00	171.18	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$49k	NEW	81.00	602.90	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$48k	NEW	404.00	119.45	View chart
IDEXX Laboratories (IDXX)	0.0	$48k	NEW	71.00	676.54	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$48k	NEW	307.00	154.83	View chart
Servicenow (NOW)	0.0	$48k	NEW	310.00	153.19	View chart
Workday Cl A (WDAY)	0.0	$48k	NEW	221.00	214.78	View chart
Atmos Energy Corporation (ATO)	0.0	$47k	NEW	282.00	167.65	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$47k	NEW	1.6k	28.82	View chart
Herman Miller (MLKN)	0.0	$46k	NEW	2.5k	18.28	View chart
Linde SHS (LIN)	0.0	$46k	NEW	108.00	425.84	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.0	$45k	NEW	1.2k	39.12	View chart
S&p Global (SPGI)	0.0	$44k	NEW	85.00	522.87	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.0	$44k	NEW	1.1k	41.88	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$44k	NEW	976.00	45.47	View chart

Past Filings by Lloyd Advisory Services

SEC 13F filings are viewable for Lloyd Advisory Services going back to 2019

Lloyd Advisory Services 2025 Q4 filed Feb. 6, 2026
Lloyd Advisory Services 2025 Q3 filed Oct. 30, 2025
Lloyd Advisory Services 2025 Q2 filed July 16, 2025
Lloyd Advisory Services 2025 Q1 filed April 14, 2025
Lloyd Advisory Services 2024 Q4 filed Feb. 3, 2025
Lloyd Advisory Services 2024 Q3 filed Oct. 10, 2024
Lloyd Advisory Services 2024 Q2 filed Aug. 5, 2024
Lloyd Advisory Services 2024 Q1 filed April 12, 2024
Lloyd Advisory Services 2023 Q3 filed Nov. 13, 2023
Lloyd Advisory Services 2022 Q4 filed Jan. 27, 2023
Lloyd Advisory Services 2022 Q3 filed Nov. 2, 2022
Lloyd Advisory Services 2022 Q2 filed Aug. 15, 2022
Lloyd Advisory Services 2022 Q1 filed May 2, 2022
Lloyd Advisory Services 2021 Q4 filed Jan. 26, 2022
Lloyd Advisory Services 2021 Q3 filed Oct. 21, 2021
Lloyd Advisory Services 2021 Q2 filed Aug. 9, 2021

View all past filings

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