Lloyd Advisory Services, Llc. Portfolio Holdings

Lloyd Advisory Services, Llc.

  • $85.5 Million
  • Q3 2025

Lloyd Advisory Services, Llc. has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $85.5 Million distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $24.2M, Vanguard Index Fds S&P 500 ETF with a value of $6.88M, Simplify Exchange Traded Fds S with a value of $3.98M, Apple Inc. with a value of $3.93M, and Nvidia Corp with a value of $3.26M.

Examining the 13F form we can see an decrease of $18.2M in the current position value, from $104M to 85.5M.

Lloyd Advisory Services, Llc. is based out at Suwanee, GA

Below you can find more details about Lloyd Advisory Services, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $85.5 Million
ETFs: $65.2 Million
Technology: $10.6 Million
Communication Services: $2.18 Million
Consumer Cyclical: $2.12 Million
Financial Services: $1.29 Million
Healthcare: $1.19 Million
Utilities: $1.14 Million
Energy: $1.07 Million
Other: $732,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.2 Million 28.28% of portfolio
308,654
Q3 2025 Reduced 7.23%
$0
$6.88 Million 8.04% of portfolio
11,231
Q3 2025 Reduced 3.43%
$0
$3.98 Million 4.66% of portfolio
313,407
Q3 2025 Reduced 50.78%
$4.3T
$3.93 Million 4.59% of portfolio
15,429
Q3 2025 Added 2.71%
$465B
$3.26 Million 3.81% of portfolio
17,454
Q3 2025 Reduced 1.08%
$0
$2.82 Million 3.29% of portfolio
10,290
Q3 2025 Reduced 1.98%
$0
$2.51 Million 2.94% of portfolio
47,178
Q3 2025 Reduced 1.06%
$0
$2 Million 2.34% of portfolio
37,264
Q3 2025 Added 6.54%
$0
$1.78 Million 2.08% of portfolio
3,711
Q3 2025 Added 0.54%
$0
$1.77 Million 2.06% of portfolio
44,692
Q3 2025 Reduced 2.39%
$0
$1.7 Million 1.98% of portfolio
53,149
Q3 2025 New
$0
$1.56 Million 1.82% of portfolio
6,390
Q3 2025 New
$0
$1.54 Million 1.8% of portfolio
2,565
Q3 2025 New
$3.78T
$1.37 Million 1.6% of portfolio
2,647
Q3 2025 Added 7.17%
$0
$1.27 Million 1.49% of portfolio
36,550
Q3 2025 New
$0
$1.28 Million 1.49% of portfolio
6,556
Q3 2025 Added 4.54%
$367B
$1.11 Million 1.3% of portfolio
2,747
Q3 2025 Added 0.96%
$0
$983,000 1.15% of portfolio
16,612
Q3 2025 Added 7.6%
$0
$922,000 1.08% of portfolio
7,642
Q3 2025 Reduced 4.84%
$0
$868,000 1.02% of portfolio
1,298
Q3 2025 Reduced 6.89%
$1.37T
$776,000 0.91% of portfolio
1,058
Q3 2025 Added 14.75%
$0
$764,000 0.89% of portfolio
8,703
Q3 2025 Reduced 1.76%
$0
$670,000 0.78% of portfolio
3,246
Q3 2025 Added 3.18%
$2.39T
$635,000 0.74% of portfolio
2,895
Q3 2025 Added 25.87%
$0
$632,000 0.74% of portfolio
2,378
Q3 2025 Added 117.97%
$0
$614,000 0.72% of portfolio
5,400
Q3 2025 Reduced 14.0%
$0
$573,000 0.67% of portfolio
21,298
Q3 2025 Added 0.36%
$0
$509,000 0.6% of portfolio
21,891
Q3 2025 Reduced 32.18%
$0
$465,000 0.54% of portfolio
6,865
Q3 2025 Reduced 4.79%
$0
$413,000 0.48% of portfolio
2,960
Q3 2025 Reduced 3.46%
$1.65T
$410,000 0.48% of portfolio
1,689
Q3 2025 Added 16.0%
$414B
$392,000 0.46% of portfolio
1,696
Q3 2025 Added 0.59%
$319B
$394,000 0.46% of portfolio
5,762
Q3 2025 Added 8.88%
$593B
$381,000 0.45% of portfolio
1,355
Q3 2025 New
$172B
$383,000 0.45% of portfolio
8,724
Q3 2025 Reduced 33.29%
$881B
$383,000 0.45% of portfolio
1,215
Q3 2025 Added 27.63%
$130B
$380,000 0.44% of portfolio
1,070
Q3 2025 Added 22.01%
$96.4B
$364,000 0.43% of portfolio
2,944
Q3 2025 Added 19.29%
$181B
$355,000 0.42% of portfolio
12,594
Q3 2025 Reduced 25.73%
$98.6B
$353,000 0.41% of portfolio
3,731
Q3 2025 Added 12.89%
$522B
$347,000 0.41% of portfolio
1,875
Q3 2025 Added 35.09%
$139B
$354,000 0.41% of portfolio
1,075
Q3 2025 Added 10.94%
$0
$341,000 0.4% of portfolio
5,804
Q3 2025 Reduced 9.31%
$0
$330,000 0.39% of portfolio
6,513
Q3 2025 Reduced 21.2%
$0
$326,000 0.38% of portfolio
3,239
Q3 2025 Reduced 6.6%
$0
$320,000 0.37% of portfolio
1,251
Q3 2025 Reduced 84.15%
$490B
$306,000 0.36% of portfolio
2,715
Q3 2025 Added 1.76%
$0
$311,000 0.36% of portfolio
3,857
Q3 2025 Reduced 27.77%
$388B
$310,000 0.36% of portfolio
1,917
Q3 2025 Added 13.03%

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $85.5 Million
  • Prior Value $104 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 24 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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