Lloyd Advisory Services, Llc. Purchases in Q2 2025

Lloyd Advisory Services, Llc.

  • $104 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
45.8K
New
$29.7 - $38.02 $1.36M - $1.74M
45.8K $1.74M
VUG
Vanguard Growth ETF

ETFs
3.69K
New
$329.49 - $438.4 $1.22M - $1.62M
3.69K $1.62M
SPUC
Simplify Exch Traded Fds Us Eq

ETFs
34.3K
New
$32.52 - $44.71 $1.12M - $1.53M
34.3K $1.53M
IWY
Ishares Tr Russell 200 Growth

ETFs
5.46K
+ 108.25%
$187.5 - $246.51 $1.02M - $1.35M
10.5K $2.59M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
17.6K
New
$60.22 - $80.1 $1.06M - $1.41M
17.6K $1.41M
XLG
Invesco Exchange Traded Fd Tr

ETFs
23.1K
New
$40.94 - $52.1 $946K - $1.2M
23.1K $1.2M
NVDA
Nvidia Corp

Technology
658
+ 3.87%
$94.31 - $157.99 $62.1K - $104K
17.6K $2.79M
TYA
Simplify Exchange Traded Fds S

ETFs
63.6K
+ 11.09%
N/A
637K $8.09M
IEMG
Ishares Inc

ETFs
10.5K
+ 42.99%
N/A
35K $1.88M
AAPL
Apple Inc.

Technology
3.3K
+ 28.17%
$172.42 - $223.89 $569K - $739K
15K $3.08M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
3.29K
New
$94.78 - $95.97 $312K - $316K
3.29K $315K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.3K
+ 46.77%
$17.76 - $22.1 $183K - $227K
32.3K $713K
JPM
Jpmorgan Chase & CO

Financial Services
952
New
$210.28 - $289.91 $200K - $276K
952 $275K
AVGO
Broadcom Inc.

Technology
969
New
$146.29 - $275.65 $142K - $267K
969 $267K
SPYG
Spdr Portfolio

ETFs
2.79K
New
$71.83 - $95.32 $200K - $266K
2.79K $265K
MGK
Vanguard Mega Cap Growth ETF

ETFs
687
New
$273.67 - $366.17 $188K - $252K
687 $251K
FISV
Fiserv Inc

Technology
1.94K
New
N/A
1.94K $242K
VNLA
Janus Henderson Short Duration

ETFs
4.92K
New
$48.74 - $49.2 $240K - $242K
4.92K $241K
META
Meta Platforms, Inc.

Communication Services
160
+ 21.0%
$484.66 - $738.09 $77.5K - $118K
922 $680K
AMD
Advanced Micro Devices Inc

Technology
1.7K
New
$78.21 - $143.81 $133K - $244K
1.7K $240K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
464
New
$483.48 - $539.8 $224K - $250K
464 $225K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.17K
New
$149.76 - $186.42 $174K - $217K
1.17K $217K
WMT
Walmart Inc.

Consumer Defensive
2.17K
New
$81.79 - $99.98 $177K - $217K
2.17K $212K
IVV
Ishares Core S&P 500 ETF

ETFs
54
+ 4.03%
$498.8 - $620.9 $26.9K - $33.5K
1.39K $865K
IVE
Ishares S&P 500 Value ETF

ETFs
458
+ 17.04%
$168.34 - $195.42 $77.1K - $89.5K
3.15K $614K
SPTL
Spdr Portfolio Long Term Treas

ETFs
3.6K
+ 20.45%
$25.48 - $27.78 $91.8K - $100K
21.2K $564K
IWS
Ishares Russell Midcap Value E

ETFs
514
+ 20.14%
$110.58 - $132.14 $56.8K - $67.9K
3.07K $405K
CSCO
Cisco Systems, Inc.

Technology
504
+ 10.53%
$53.19 - $69.38 $26.8K - $35K
5.29K $367K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
10K
New
$2.39 - $6.79 $23.9K - $67.9K
10K $67K
VGSH
Vanguard

ETFs
1.06K
+ 19.74%
$58.32 - $58.95 $61.5K - $62.2K
6.4K $376K
OEF
Ishares S&P 100 ETF

ETFs
219
+ 25.11%
N/A
1.09K $290K
GLD
Spdr Gold Trust

ETFs
125
+ 16.62%
$273.71 - $316.29 $34.2K - $39.5K
877 $267K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
974
+ 13.36%
$49.79 - $50.75 $48.5K - $49.4K
8.27K $419K
ABBV
Abb Vie Inc.

Healthcare
360
+ 27.15%
$170.16 - $206.27 $61.3K - $74.3K
1.69K $312K
IWX
Ishares Tr Russell 200 Value E

ETFs
68
+ 0.77%
$73.26 - $84.19 $4.98K - $5.72K
8.86K $745K
HD
Home Depot, Inc.

Consumer Cyclical
74
+ 2.8%
$335.24 - $380.78 $24.8K - $28.2K
2.72K $997K
AMGN
Amgen Inc

Healthcare
153
+ 22.21%
$262.28 - $309.85 $40.1K - $47.4K
842 $235K
GIB
Cgi Inc

Technology
2
+ 0.07%
$96.47 - $109.59 $193 - $219
2.84K $297K
FSK
Fs Kkr Capital Corp

Financial Services
339
+ 3.17%
$17.95 - $21.5 $6.09K - $7.29K
11K $228K
Aim ETF Products Trust
56.3K
New
N/A
56.3K $0
Listed Fds Tr
181K
New
N/A
181K $0
Aim ETF Products Trust
57K
New
N/A
57K $0
Aim ETF Products Trust
5.93K
+ 7.79%
N/A
82K $0
SPYC
Simplify Exchange Traded Fds U
39K
New
N/A
39K $0
Blackrock ETF Trust
160
+ 1.86%
N/A
8.76K $0
Elevation Series Trust
126K
New
N/A
126K $0
Elevation Series Trust
112K
+ 57.73%
N/A
305K $0
ILCG
Ishares Morningstar Growth ETF
19.7K
New
N/A
19.7K $0
Pimco ETF Tr
612
+ 2.66%
N/A
23.6K $0
Activity Summary
Buys All Purchases 55 New Holdings 24 Increased Positions 31 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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