Lloyd Advisory Services, Llc. Purchases in Q4 2024

Lloyd Advisory Services, Llc.

  • $117 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
360K
+ 294.31%
$31.55 - $32.84 $11.4M - $11.8M
482K $15.6M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
30.6K
New
$55.58 - $62.6 $1.7M - $1.92M
30.6K $1.84M
SCHX
Schwab Strategic Tr Us Large C

ETFs
66.6K
New
$22.4 - $68.28 $1.49M - $4.55M
66.6K $1.54M
MGK
Vanguard Mega Cap Growth ETF

ETFs
4.46K
New
$316.94 - $357.88 $1.41M - $1.6M
4.46K $1.53M
VOT
Vanguard Mid Cap Growth Index

ETFs
5.73K
New
$241.48 - $274.89 $1.38M - $1.57M
5.73K $1.45M
IEMG
Ishares Inc

ETFs
11.9K
+ 87.57%
N/A
25.5K $1.37M
VNLA
Janus Henderson Short Duration

ETFs
6.17K
New
$48.82 - $49.11 $301K - $303K
6.17K $301K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.36K
New
$201.32 - $217.44 $273K - $295K
1.36K $280K
TYA
Simplify Exchange Traded Fds S

ETFs
20.6K
+ 6.22%
N/A
352K $4.47M
GOOGL
Alphabet Inc.

Communication Services
1.3K
New
$161.86 - $196.66 $211K - $256K
1.3K $246K
SOUN
Soundhound Ai, Inc.

Technology
12K
New
$4.51 - $24.23 $54.1K - $291K
12K $238K
PLTR
Palantir Technologies Inc.

Technology
3.01K
New
$36.46 - $82.38 $110K - $248K
3.01K $227K
OEF
Ishares S&P 100 ETF

ETFs
848
New
N/A
848 $225K
XOM
Exxon Mobil Corp

Energy
2.09K
New
$105.51 - $125.37 $221K - $262K
2.09K $224K
TSLA
Tesla, Inc.

Consumer Cyclical
546
New
$213.65 - $479.86 $117K - $262K
546 $220K
NVDA
Nvidia Corp

Technology
316
+ 2.35%
$117.0 - $148.88 $37K - $47K
13.8K $1.85M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.69K
New
$116.4 - $138.52 $197K - $235K
1.69K $214K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.23K
New
$50.37 - $50.6 $213K - $214K
4.23K $213K
SPYG
Spdr Portfolio

ETFs
2.4K
New
$81.74 - $91.38 $196K - $219K
2.4K $210K
AAPL
Apple Inc.

Technology
196
+ 2.2%
$221.69 - $259.02 $43.5K - $50.8K
9.1K $2.28M
CVX
Chevron Corp

Energy
1.41K
New
$141.15 - $162.53 $199K - $229K
1.41K $204K
SCHG
Schwab Strategic Tr Us Large C

ETFs
50.3K
+ 304.56%
$25.93 - $105.3 $1.3M - $5.29M
66.8K $1.86M
IWF
Ishares Russell 1000 Gr ETF

ETFs
36
+ 0.86%
$370.24 - $418.94 $13.3K - $15.1K
4.21K $1.69M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.38K
+ 29.96%
$69.3 - $74.3 $95.5K - $102K
5.98K $427K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.02K
+ 28.76%
$50.62 - $50.97 $102K - $103K
9.05K $458K
WMT
Walmart Inc.

Consumer Defensive
117
+ 2.24%
$79.1 - $95.7 $9.25K - $11.2K
5.35K $483K
JANZ
Listed Fds Tr Trueshares Struc

ETFs
1.7K
+ 3.6%
$34.36 - $36.31 $58.4K - $61.7K
48.9K $1.68M
VGSH
Vanguard

ETFs
860
+ 8.77%
$58.02 - $58.88 $49.9K - $50.6K
10.7K $620K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
389
+ 10.63%
$100.22 - $100.73 $39K - $39.2K
4.05K $406K
FSK
Fs Kkr Capital Corp

Financial Services
667
+ 6.66%
$19.71 - $22.22 $13.1K - $14.8K
10.7K $232K
EFG
Msci Eafe Growth ETF

ETFs
1.04K
+ 13.89%
$96.83 - $106.88 $101K - $111K
8.53K $825K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
34
+ 1.45%
$91.29 - $91.8 $3.1K - $3.12K
2.38K $217K
AZAJ
Aim ETF Prods Tr Allianzim Us

ETFs
6.9K
New
N/A
6.9K $0
Ishares Tr
108K
New
N/A
108K $0
Aim ETF Products Trust
593K
New
N/A
593K $0
Victory Portfolios Ii
7.13K
New
N/A
7.13K $0
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
432K
New
N/A
432K $0
TUA
Simpl Exch Traded Fds Sht Term
144K
+ 35.93%
N/A
545K $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
308K
New
N/A
308K $0
Listed Fd Tr
80
+ 0.17%
N/A
47.9K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
823
+ 4.67%
N/A
18.5K $0
LQDW
Ishares Tr Invt Grade Corporat
249
+ 1.55%
N/A
16.3K $0
Elevation Series Trust
39
+ 0.03%
N/A
129K $0
Elevation Series Trust
3.72K
+ 1.86%
N/A
204K $0
First Tr Exchng Traded Fd Vi
197K
New
N/A
197K $0
Listed Fd Tr
38.7K
New
N/A
38.7K $0
IWS
Ishares Russell Midcap Value E

ETFs
3
+ 0.12%
$128.08 - $140.32 $384 - $421
2.54K $327K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
253
+ 2.96%
$50.14 - $52.56 $12.7K - $13.3K
8.81K $442K
IVE
Ishares S&P 500 Value ETF

ETFs
15
+ 0.71%
$189.5 - $206.17 $2.84K - $3.09K
2.12K $404K
Activity Summary
Buys All Purchases 58 New Holdings 25 Increased Positions 33 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Lloyd Advisory Services, Llc. Portfolio

Follow Lloyd Advisory Services, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lloyd Advisory Services, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Lloyd Advisory Services, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email