Lloyd Advisory Services
Latest statistics and disclosures from Lloyd Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCEC, IWY, SCNM, IWX, EFV, and represent 49.30% of Lloyd Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: SCEC (+$56M), IWY (+$41M), SCNM (+$32M), IWX (+$26M), EFV (+$14M), IWS (+$14M), EFG (+$13M), IEMG (+$9.1M), VTWO (+$7.2M), V.
- Started 519 new stock positions in BITB, LUV, PYPL, GFF, TROW, SONY, SPSM, AUGT, QQEW, XYZ.
- Reduced shares in these 10 stocks: SPYM (-$23M), SIXO (-$19M), OCTW (-$19M), SEPW (-$15M), TUA (-$14M), JULW (-$11M), QBER (-$9.8M), DECU (-$9.2M), SEPZ (-$7.6M), ONEZ (-$7.4M).
- Sold out of its positions in AGNC, APRT, APRW, SPBU, SPBW, SPBX, FLAO, SIXP, AUGW, JUNW.
- Lloyd Advisory Services was a net buyer of stock by $96M.
- Lloyd Advisory Services has $351M in assets under management (AUM), dropping by 36.33%.
- Central Index Key (CIK): 0001802474
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Portfolio Holdings for Lloyd Advisory Services
Lloyd Advisory Services holds 864 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Lloyd Advisory Services has 864 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Lloyd Advisory Services March 31, 2026 positions
- Download the Lloyd Advisory Services March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Capitol Ser Tr Sterling Cap Enh (SCEC) | 16.4 | $58M | +3775% | 2.3M | 25.09 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 11.9 | $42M | +3177% | 168k | 248.84 |
|
| Sterling Cap Fds National Muni Bd (SCNM) | 9.0 | $32M | NEW | 1.3M | 24.86 |
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 7.7 | $27M | +3292% | 292k | 92.67 |
|
| Ishares Tr Eafe Value Etf (EFV) | 4.3 | $15M | +2554% | 202k | 74.35 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 4.1 | $14M | +3272% | 99k | 145.74 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 3.7 | $13M | +2281% | 118k | 111.37 |
|
| Ishares Core Msci Emkt (IEMG) | 3.2 | $11M | +433% | 160k | 69.75 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.5 | $8.9M | +45% | 15k | 597.57 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 2.1 | $7.5M | +3396% | 74k | 100.17 |
|
| NVIDIA Corporation (NVDA) | 1.3 | $4.6M | +648% | 26k | 174.40 |
|
| Visa Com Cl A (V) | 1.2 | $4.2M | +11197% | 14k | 302.25 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.2 | $4.1M | +13552% | 19k | 215.06 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.1 | $4.0M | NEW | 38k | 106.01 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 1.1 | $3.8M | +4117% | 30k | 128.12 |
|
| Broadcom (AVGO) | 0.8 | $2.8M | +2938% | 9.0k | 309.49 |
|
| Boulder Growth & Income Fund (STEW) | 0.8 | $2.6M | NEW | 155k | 17.10 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.7 | $2.5M | 7.4k | 337.97 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.6 | $2.1M | +14783% | 20k | 106.15 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $1.9M | +1221% | 6.4k | 294.14 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.5 | $1.9M | +6298% | 70k | 26.61 |
|
| Raytheon Technologies Corp (RTX) | 0.5 | $1.6M | NEW | 8.4k | 192.89 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $1.6M | +421% | 9.2k | 169.66 |
|
| Sterling Cap Fds Cap Hedged Eqt P (SCEP) | 0.4 | $1.5M | NEW | 62k | 23.57 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.4M | +1000% | 2.5k | 577.25 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.4 | $1.4M | +19% | 17k | 83.57 |
|
| Ge Aerospace Com New (GE) | 0.4 | $1.3M | NEW | 4.7k | 283.75 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.3 | $1.2M | -95% | 16k | 76.54 |
|
| Abrdn Fds Emerging Mkts Di (AGEM) | 0.3 | $1.2M | +29% | 30k | 40.56 |
|
| Coca-Cola Company (KO) | 0.3 | $1.2M | +198% | 16k | 76.05 |
|
| Apple (AAPL) | 0.3 | $1.2M | +96% | 4.6k | 253.80 |
|
| Lam Research Corp Com New (LRCX) | 0.3 | $1.2M | +1768% | 5.4k | 213.66 |
|
| Sterling Cap Fds Capital Multi (SCMC) | 0.3 | $1.1M | NEW | 45k | 25.00 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.0M | +379% | 3.6k | 287.52 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $1.0M | NEW | 2.6k | 383.41 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $1.0M | NEW | 10k | 99.27 |
|
| Cme (CME) | 0.3 | $993k | +600% | 3.4k | 295.32 |
|
| Aim Etf Products Trust Allianzim Us Eqt (SIXO) | 0.3 | $984k | -95% | 29k | 33.78 |
|
| Essential Utils (WTRG) | 0.3 | $932k | NEW | 23k | 40.27 |
|
| Illinois Tool Works (ITW) | 0.3 | $913k | +2092% | 3.5k | 260.31 |
|
| Aim Etf Products Trust Allianzim Us Equ (OCTW) | 0.3 | $899k | -95% | 23k | 38.47 |
|
| Ryder System (R) | 0.2 | $855k | NEW | 4.2k | 204.72 |
|
| Micron Technology (MU) | 0.2 | $845k | NEW | 2.5k | 337.83 |
|
| Johnson & Johnson (JNJ) | 0.2 | $820k | +247% | 3.4k | 244.43 |
|
| Simplify Exchange Traded Fun Short Term Trea (TUA) | 0.2 | $807k | -94% | 38k | 21.10 |
|
| Astronics Corporation (ATRO) | 0.2 | $785k | NEW | 12k | 66.73 |
|
| Aim Etf Products Trust Allianzim Us Eqt (SEPW) | 0.2 | $765k | -95% | 24k | 31.59 |
|
| Consolidated Edison (ED) | 0.2 | $737k | NEW | 6.5k | 113.18 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $728k | +189150% | 11k | 64.08 |
|
| Prologis (PLD) | 0.2 | $705k | +228% | 5.3k | 132.19 |
|
| Chevron Corporation (CVX) | 0.2 | $699k | +166% | 3.4k | 206.90 |
|
| Cisco Systems (CSCO) | 0.2 | $698k | +145% | 9.0k | 77.59 |
|
| Ida (IDA) | 0.2 | $686k | NEW | 4.8k | 142.96 |
|
| NiSource (NI) | 0.2 | $681k | +69395% | 15k | 46.66 |
|
| Exelon Corporation (EXC) | 0.2 | $675k | +114641% | 14k | 49.02 |
|
| Abbvie (ABBV) | 0.2 | $666k | +170% | 3.1k | 217.47 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $656k | +108400% | 1.1k | 604.25 |
|
| Cincinnati Financial Corporation (CINF) | 0.2 | $654k | NEW | 4.2k | 157.34 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $646k | +7097% | 3.0k | 218.76 |
|
| Digital Realty Trust (DLR) | 0.2 | $644k | NEW | 3.6k | 180.19 |
|
| Sterling Construction Company (STRL) | 0.2 | $636k | NEW | 1.6k | 407.27 |
|
| Aim Etf Products Trust Allianzim Us Eqt (JULW) | 0.2 | $635k | -94% | 16k | 38.81 |
|
| Genuine Parts Company (GPC) | 0.2 | $632k | +3542% | 6.0k | 105.76 |
|
| CNA Financial Corporation (CNA) | 0.2 | $622k | +2483% | 14k | 45.92 |
|
| Wec Energy Group (WEC) | 0.2 | $616k | +718% | 5.3k | 115.76 |
|
| Regency Centers Corporation (REG) | 0.2 | $614k | NEW | 8.1k | 75.66 |
|
| Emerson Electric (EMR) | 0.2 | $588k | +89640% | 4.5k | 131.02 |
|
| Honeywell International (HON) | 0.2 | $585k | NEW | 2.6k | 226.03 |
|
| Allegion Ord Shs (ALLE) | 0.2 | $580k | NEW | 4.0k | 145.30 |
|
| Aim Etf Products Trust Allianzim Us Equ (DECU) | 0.2 | $575k | -94% | 22k | 26.58 |
|
| AFLAC Incorporated (AFL) | 0.2 | $573k | NEW | 5.2k | 109.72 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $570k | +327% | 3.9k | 146.30 |
|
| Ge Vernova (GEV) | 0.2 | $564k | NEW | 646.00 | 873.41 |
|
| Smucker J M Com New (SJM) | 0.2 | $564k | +2237% | 5.8k | 96.44 |
|
| Microsoft Corporation (MSFT) | 0.2 | $531k | +40% | 1.4k | 370.23 |
|
| Carpenter Technology Corporation (CRS) | 0.1 | $518k | NEW | 1.3k | 394.25 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $500k | -54% | 2.4k | 211.16 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $477k | NEW | 3.6k | 132.89 |
|
| Waste Management (WM) | 0.1 | $474k | +13653% | 2.1k | 229.80 |
|
| Amazon (AMZN) | 0.1 | $474k | +28% | 2.3k | 208.27 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.1 | $461k | +294% | 10k | 46.19 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $456k | +298% | 1.2k | 391.76 |
|
| Western Digital (WDC) | 0.1 | $452k | NEW | 1.7k | 270.42 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $444k | -55% | 3.9k | 113.12 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $418k | +1752% | 2.1k | 196.22 |
|
| Construction Partners Com Cl A (ROAD) | 0.1 | $391k | NEW | 3.5k | 111.12 |
|
| Elevation Series Trust Trueshares Struc (SEPZ) | 0.1 | $389k | -95% | 9.6k | 40.61 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $384k | NEW | 4.4k | 87.84 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $379k | -66% | 6.5k | 58.18 |
|
| Elevation Series Trust Trueshares Seaso (ONEZ) | 0.1 | $373k | -95% | 15k | 25.04 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.1 | $373k | +67500% | 3.4k | 110.39 |
|
| Tesla Motors (TSLA) | 0.1 | $367k | +142% | 987.00 | 371.75 |
|
| Blackrock Etf Trust Ishares Intl Ctr (CORO) | 0.1 | $350k | NEW | 11k | 32.15 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $349k | NEW | 1.1k | 328.53 |
|
| Goldman Sachs (GS) | 0.1 | $348k | NEW | 411.00 | 846.21 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $344k | +292% | 5.8k | 59.55 |
|
| Evergy (EVRG) | 0.1 | $343k | NEW | 4.2k | 81.93 |
|
| Spdr Series Trust State Street Spd (SPTL) | 0.1 | $343k | -25% | 13k | 26.30 |
|
| Spdr Series Trust State Street Spd (XAR) | 0.1 | $342k | NEW | 1.3k | 253.98 |
|
| CenterPoint Energy (CNP) | 0.1 | $342k | +1706% | 7.9k | 43.16 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $340k | +561% | 1.4k | 250.61 |
|
| Harbor Etf Trust Long Term Grower (WINN) | 0.1 | $340k | NEW | 12k | 27.73 |
|
| General Dynamics Corporation (GD) | 0.1 | $334k | NEW | 973.00 | 343.26 |
|
| Gilead Sciences (GILD) | 0.1 | $332k | +297% | 2.4k | 139.36 |
|
| Amgen (AMGN) | 0.1 | $331k | +68% | 939.00 | 352.01 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $329k | NEW | 7.2k | 45.89 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $327k | NEW | 2.4k | 135.74 |
|
| Edison International (EIX) | 0.1 | $319k | +2285% | 4.4k | 73.18 |
|
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.1 | $316k | NEW | 5.4k | 59.07 |
|
| Automatic Data Processing (ADP) | 0.1 | $316k | NEW | 1.6k | 203.24 |
|
| Howmet Aerospace (HWM) | 0.1 | $315k | +3400% | 1.4k | 230.48 |
|
| Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE) | 0.1 | $303k | NEW | 3.1k | 98.53 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $303k | -87% | 1.6k | 191.76 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $294k | +720% | 320.00 | 918.48 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $294k | +42% | 799.00 | 367.61 |
|
| Sonic Automotive Cl A (SAH) | 0.1 | $292k | NEW | 4.3k | 68.57 |
|
| Netease Sponsored Ads (NTES) | 0.1 | $291k | NEW | 2.6k | 111.96 |
|
| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 0.1 | $284k | +19971% | 8.4k | 33.74 |
|
| Wal-Mart Stores (WMT) | 0.1 | $284k | +2% | 2.3k | 124.30 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $284k | 5.8k | 49.37 |
|
|
| Elevation Series Trust S&p Autocallable (PAYM) | 0.1 | $279k | NEW | 13k | 21.95 |
|
| Southern Copper Corporation (SCCO) | 0.1 | $279k | +710% | 1.6k | 172.04 |
|
| Coherent Corp (COHR) | 0.1 | $278k | NEW | 1.2k | 238.21 |
|
| Essex Property Trust (ESS) | 0.1 | $276k | NEW | 1.1k | 242.10 |
|
| Aegon Amer Reg 1 Cert (AEG) | 0.1 | $275k | NEW | 38k | 7.26 |
|
| Jacobs Engineering Group (J) | 0.1 | $274k | NEW | 2.2k | 127.26 |
|
| Itron (ITRI) | 0.1 | $270k | NEW | 3.0k | 89.63 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $267k | +3462% | 12k | 22.91 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $262k | -73% | 401.00 | 653.48 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.1 | $258k | +21% | 2.8k | 91.64 |
|
| Williams Companies (WMB) | 0.1 | $257k | NEW | 3.5k | 72.78 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $256k | +82% | 2.7k | 94.96 |
|
| Vaneck Etf Trust Cef Muni Income (XMPT) | 0.1 | $256k | NEW | 12k | 21.50 |
|
| Celsius Hldgs Com New (CELH) | 0.1 | $252k | NEW | 7.1k | 35.48 |
|
| Lumentum Hldgs (LITE) | 0.1 | $243k | NEW | 345.00 | 702.76 |
|
| Ishares Gold Tr Shares Represent (IAUM) | 0.1 | $242k | NEW | 5.2k | 46.70 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $240k | NEW | 2.8k | 86.70 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $236k | NEW | 3.2k | 73.13 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $233k | +124% | 812.00 | 286.79 |
|
| BP Sponsored Adr (BP) | 0.1 | $232k | +1321% | 4.9k | 47.00 |
|
| Meta Platforms Cl A (META) | 0.1 | $224k | +58% | 391.00 | 571.78 |
|
| Sterling Cap Fds Short Duration B | 0.1 | $222k | NEW | 8.9k | 25.09 |
|
| Pimco Etf Tr Ultra Short Govt (BILZ) | 0.1 | $222k | -94% | 2.2k | 100.99 |
|
| First Tr Exchange-traded Dj Glbl Divid (FGD) | 0.1 | $217k | +601% | 6.8k | 31.93 |
|
| First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) | 0.1 | $214k | +12497% | 4.9k | 43.59 |
|
| Spdr Index Shs Fds State Street Spd (WDIV) | 0.1 | $214k | +672% | 2.8k | 77.15 |
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.1 | $210k | +1279% | 9.1k | 22.98 |
|
| First Tr Exchange Traded Smid Risng Etf (SDVY) | 0.1 | $203k | NEW | 5.2k | 39.43 |
|
| Synopsys (SNPS) | 0.1 | $198k | +1288% | 500.00 | 396.48 |
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.1 | $195k | +9862% | 4.5k | 43.45 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.1 | $194k | -55% | 5.9k | 32.95 |
|
| Elevation Series Trust Trueshares Strcd (JANZ) | 0.1 | $194k | -94% | 5.3k | 36.76 |
|
| First Tr Exchange-traded SHS (FDL) | 0.1 | $187k | NEW | 3.7k | 50.80 |
|
| Listed Fds Tr Roundhill Magnif (MAGS) | 0.1 | $183k | NEW | 3.2k | 57.94 |
|
| Oneok (OKE) | 0.1 | $182k | +4364% | 2.0k | 90.41 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $182k | -88% | 416.00 | 436.58 |
|
| Elevation Series Trust Trueshares Dec (DECZ) | 0.1 | $180k | -94% | 4.6k | 38.83 |
|
| Alcoa (AA) | 0.1 | $179k | NEW | 2.7k | 66.32 |
|
| Elevation Series Trust Trueshares Struc (AUGZ) | 0.0 | $174k | +142866% | 4.3k | 40.64 |
|
| Intel Corporation (INTC) | 0.0 | $174k | NEW | 3.9k | 44.13 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $173k | +42% | 5.6k | 30.68 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP) | 0.0 | $168k | -96% | 4.4k | 38.11 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $164k | +1402% | 511.00 | 320.60 |
|
| Amicus Therapeutics (FOLD) | 0.0 | $164k | NEW | 11k | 14.46 |
|
| Advanced Energy Industries (AEIS) | 0.0 | $163k | NEW | 505.00 | 322.71 |
|
| Sandisk Corp (SNDK) | 0.0 | $161k | NEW | 254.00 | 635.34 |
|
| Teradyne (TER) | 0.0 | $160k | NEW | 539.00 | 296.23 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $158k | +1302% | 2.8k | 55.35 |
|
| Kaiser Aluminium Corporation Com Par $0.01 (KALU) | 0.0 | $155k | NEW | 1.3k | 120.47 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $155k | +512% | 3.2k | 48.05 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $154k | NEW | 2.6k | 58.78 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $151k | +41% | 2.8k | 54.54 |
|
| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.0 | $151k | NEW | 3.8k | 40.14 |
|
| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.0 | $149k | NEW | 2.4k | 62.69 |
|
| UnitedHealth (UNH) | 0.0 | $149k | NEW | 550.00 | 270.77 |
|
| Trane Technologies SHS (TT) | 0.0 | $147k | NEW | 353.00 | 417.22 |
|
| Spinnaker Etf Series Select Stoxx Eur (EUAD) | 0.0 | $147k | NEW | 3.6k | 40.74 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $147k | NEW | 2.9k | 50.34 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.0 | $142k | +89% | 2.7k | 51.94 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $141k | +126% | 1.1k | 124.36 |
|
| Cirrus Logic (CRUS) | 0.0 | $140k | NEW | 969.00 | 144.62 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $139k | +248% | 300.00 | 463.58 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.0 | $137k | -63% | 3.8k | 36.22 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $136k | -91% | 209.00 | 651.07 |
|
| First Tr Exch Traded Fd Iii Horizon Dmst Etf (HUSV) | 0.0 | $134k | NEW | 3.5k | 38.35 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $131k | +162% | 213.00 | 616.89 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $131k | -46% | 1.8k | 70.86 |
|
| Principal Exchange Traded Us Mega Cp Etf (USMC) | 0.0 | $131k | NEW | 2.0k | 64.31 |
|
| Home Depot (HD) | 0.0 | $131k | -80% | 397.00 | 328.77 |
|
| Aim Etf Products Trust Allianzim Us Equ (JANW) | 0.0 | $130k | -86% | 3.6k | 36.48 |
|
| Entergy Corporation (ETR) | 0.0 | $130k | +10427% | 1.2k | 112.35 |
|
| Aim Etf Products Trust Allianzim Us Eqt (DECW) | 0.0 | $129k | -86% | 3.9k | 33.41 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $126k | +1803% | 1.2k | 101.80 |
|
| Aim Etf Products Trust Allianzim Eq Buf (JULU) | 0.0 | $121k | -94% | 4.2k | 28.55 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $118k | +161% | 803.00 | 146.68 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $115k | NEW | 400.00 | 287.02 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $114k | -37% | 2.2k | 50.62 |
|
| At&t (T) | 0.0 | $114k | -63% | 3.9k | 28.99 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $113k | -91% | 1.2k | 97.91 |
|
| Nextera Energy (NEE) | 0.0 | $109k | NEW | 1.2k | 92.85 |
|
| First Tr Exchange-traded Wcm Intl Equity (WCMI) | 0.0 | $107k | NEW | 6.4k | 16.77 |
|
| Inventrust Pptys Corp Com New (IVT) | 0.0 | $103k | +1473% | 3.4k | 30.46 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $103k | -68% | 1.8k | 58.53 |
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 0.0 | $102k | NEW | 2.2k | 45.65 |
|
| Caterpillar (CAT) | 0.0 | $97k | NEW | 137.00 | 706.12 |
|
| Pimco Etf Tr 15+ Yr Us Tips (LTPZ) | 0.0 | $96k | -96% | 1.9k | 51.03 |
|
| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 0.0 | $94k | +466% | 2.0k | 45.85 |
|
| Elevation Series Trust Trueshares Oct (OCTZ) | 0.0 | $93k | -94% | 2.3k | 41.10 |
|
| Netflix (NFLX) | 0.0 | $93k | +221% | 964.00 | 96.15 |
|
| Constellation Energy (CEG) | 0.0 | $92k | NEW | 328.00 | 279.25 |
|
| Procter & Gamble Company (PG) | 0.0 | $91k | NEW | 626.00 | 144.55 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $90k | +7% | 2.3k | 38.42 |
|
| CSX Corporation (CSX) | 0.0 | $89k | NEW | 2.2k | 41.05 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $89k | NEW | 1.1k | 79.27 |
|
| Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.0 | $87k | NEW | 2.0k | 43.21 |
|
| T. Rowe Price (TROW) | 0.0 | $85k | NEW | 941.00 | 90.17 |
|
| Spdr Index Shs Fds State Street Spd (EDIV) | 0.0 | $83k | +446% | 2.1k | 39.48 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $82k | -84% | 3.3k | 24.75 |
|
| American Centy Etf Tr Avantis Us Larg (AVLC) | 0.0 | $82k | -86% | 1.1k | 77.55 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $81k | -34% | 82.00 | 993.01 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.0 | $81k | NEW | 1.6k | 49.51 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $80k | +12600% | 1.1k | 70.18 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $80k | -82% | 334.00 | 240.14 |
|
| Elevation Series Trust Trueshares Eqty | 0.0 | $80k | NEW | 3.3k | 24.11 |
|
| Pimco Etf Tr Us Stk Plus Ac | 0.0 | $80k | NEW | 1.7k | 47.06 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $80k | -94% | 3.1k | 25.64 |
|
| Aim Etf Products Trust Us Lrgcp B10 Dec (DECT) | 0.0 | $79k | -92% | 2.2k | 35.55 |
|
| Simplify Exchange Traded Fun Us Eqt Pls Upsid (SPUC) | 0.0 | $78k | -94% | 1.8k | 44.19 |
|
| Wells Fargo & Company (WFC) | 0.0 | $78k | +79% | 979.00 | 79.62 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.0 | $77k | NEW | 1.4k | 56.57 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $76k | -85% | 754.00 | 100.57 |
|
| Aim Etf Products Trust Allianzim Us Eqt (JUNT) | 0.0 | $76k | NEW | 2.1k | 35.94 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $74k | NEW | 962.00 | 77.19 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $74k | NEW | 1.1k | 67.54 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $73k | NEW | 1.1k | 64.98 |
|
| Elevation Series Trust Trueshares S&p (PAYH) | 0.0 | $71k | NEW | 3.5k | 20.41 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $70k | -61% | 749.00 | 92.73 |
|
| Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD) | 0.0 | $69k | -96% | 1.9k | 36.37 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $68k | +2238% | 1.3k | 51.22 |
|
| Aim Etf Products Trust Allianzim Us Lrg (SEPT) | 0.0 | $67k | -92% | 2.0k | 34.35 |
|
| Blackrock Etf Trust Ishares Man Futu (ISMF) | 0.0 | $66k | NEW | 2.4k | 27.29 |
|
| Blackrock Etf Trust Ishares Large Ca (BLCR) | 0.0 | $65k | NEW | 1.6k | 41.06 |
|
| Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC) | 0.0 | $64k | -95% | 1.6k | 39.46 |
|
| American Centy Etf Tr Avantis Us Mid C (AVMC) | 0.0 | $63k | -84% | 874.00 | 72.20 |
|
| Ishares Tr Systematic Bd Et (SYSB) | 0.0 | $63k | +210% | 702.00 | 88.98 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $61k | -35% | 127.00 | 479.20 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $61k | NEW | 315.00 | 191.95 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $60k | NEW | 621.00 | 97.13 |
|
| Cardinal Health (CAH) | 0.0 | $60k | NEW | 284.00 | 210.97 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $60k | +5750% | 819.00 | 72.72 |
|
Past Filings by Lloyd Advisory Services
SEC 13F filings are viewable for Lloyd Advisory Services going back to 2019
- Lloyd Advisory Services 2026 Q1 filed May 13, 2026
- 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