Lloyd Advisory Services, Llc. Purchases in Q1 2025

Lloyd Advisory Services, Llc.

  • $110 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AUGZ
Listed Fds Tr Trueshares Struc

Technology
80.3K
New
$36.95 - $40.02 $2.97M - $3.21M
80.3K $3.01M
TYA
Simplify Exchange Traded Fds S

ETFs
221K
+ 62.96%
N/A
573K $7.28M
SIXJ
Aim ETF Prods Tr Allianzim U S
76.8K
New
$29.68 - $31.19 $2.28M - $2.4M
76.8K $2.3M
FDL
First Tr Morningstar Dividend

ETFs
42.2K
New
$39.69 - $43.83 $1.67M - $1.85M
42.2K $1.8M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
21.8K
New
$68.32 - $75.06 $1.49M - $1.64M
21.8K $1.61M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
20K
New
$69.81 - $78.9 $1.4M - $1.58M
20K $1.57M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
7.05K
+ 519.76%
$196.12 - $229.48 $1.38M - $1.62M
8.4K $1.69M
SCHX
Schwab Strategic Tr Us Large C

ETFs
67.6K
+ 101.46%
$21.75 - $24.28 $1.47M - $1.64M
134K $2.95M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
19.3K
New
$69.69 - $79.99 $1.35M - $1.54M
19.3K $1.38M
VO
Vanguard Mid Cap ETF

ETFs
4.85K
New
$251.87 - $277.95 $1.22M - $1.35M
4.85K $1.25M
AAPL
Apple Inc.

Technology
2.62K
+ 28.73%
$209.68 - $247.1 $549K - $646K
11.7K $2.6M
TTE
Total Energies Se

Energy
3.66K
New
N/A
3.66K $251K
KO
Coca Cola CO

Consumer Defensive
3.34K
New
$60.81 - $72.32 $203K - $242K
3.34K $239K
SNY
Sanofi

Healthcare
4.1K
New
$48.15 - $59.42 $197K - $243K
4.1K $227K
JNJ
Johnson & Johnson

Healthcare
1.37K
New
$142.06 - $167.7 $194K - $229K
1.37K $226K
GLD
Spdr Gold Trust

ETFs
752
New
$243.19 - $288.14 $183K - $217K
752 $216K
AMGN
Amgen Inc

Healthcare
689
New
$258.59 - $327.36 $178K - $226K
689 $214K
NGG
National Grid PLC

Utilities
3.26K
New
$56.13 - $65.61 $183K - $214K
3.26K $213K
VGIT
Vanguard Intermediate Term Tre

ETFs
1.82K
+ 34.56%
$57.44 - $59.4 $105K - $108K
7.09K $420K
XOM
Exxon Mobil Corp

Energy
748
+ 35.77%
$105.44 - $118.93 $78.9K - $89K
2.84K $337K
META
Meta Platforms, Inc.

Communication Services
209
+ 37.79%
$576.36 - $736.67 $120K - $154K
762 $439K
IVE
Ishares S&P 500 Value ETF

ETFs
571
+ 26.97%
$185.78 - $198.58 $106K - $113K
2.69K $507K
EFV
Msci Eafe Value ETF

ETFs
636
+ 9.28%
$51.88 - $60.73 $33K - $38.6K
7.49K $445K
PM
Philip Morris International Inc.

Consumer Defensive
64
+ 3.25%
$117.15 - $158.79 $7.5K - $10.2K
2.03K $322K
AMZN
Amazon Com Inc

Consumer Cyclical
701
+ 40.73%
$190.26 - $242.06 $133K - $170K
2.42K $460K
ABBV
Abb Vie Inc.

Healthcare
138
+ 11.62%
$169.2 - $216.66 $23.3K - $29.9K
1.33K $277K
CVX
Chevron Corp

Energy
140
+ 9.92%
$146.71 - $167.97 $20.5K - $23.5K
1.55K $259K
MO
Altria Group, Inc.

Consumer Defensive
36
+ 0.61%
$50.81 - $60.02 $1.83K - $2.16K
5.93K $355K
SO
Southern CO

Utilities
106
+ 2.93%
$80.96 - $92.96 $8.58K - $9.85K
3.73K $342K
CSCO
Cisco Systems, Inc.

Technology
360
+ 8.13%
$58.74 - $64.87 $21.1K - $23.4K
4.79K $295K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
195
+ 1.9%
$44.68 - $46.49 $8.71K - $9.07K
10.5K $485K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
171
+ 1.94%
$49.67 - $51.43 $8.49K - $8.79K
8.98K $457K
GOOGL
Alphabet Inc.

Communication Services
335
+ 25.73%
$154.33 - $206.19 $51.7K - $69.1K
1.64K $252K
OEF
Ishares S&P 100 ETF

ETFs
24
+ 2.83%
N/A
872 $231K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
26
+ 1.09%
$91.45 - $91.75 $2.38K - $2.39K
2.4K $220K
Pimco ETF Tr
2.75K
+ 13.57%
N/A
23K $0
Aim ETF Products Trust
76.1K
New
N/A
76.1K $0
TUA
Simpl Exch Traded Fds Sht Term
108K
+ 19.77%
N/A
653K $0
Blackrock ETF Trust
8.6K
New
N/A
8.6K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
4.36K
New
N/A
4.36K $0
XFIV
Bondbloxx ETF Tr 5 Yr Target D
4.51K
New
N/A
4.51K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
169
+ 0.92%
N/A
18.6K $0
LQDW
Ishares Tr Invt Grade Corporat
145
+ 0.89%
N/A
16.5K $0
Linde PLC
500
New
N/A
500 $0
Victory Portfolios Ii
1.1K
+ 15.38%
N/A
8.22K $0
Ea Series Trust
6.86K
New
N/A
6.86K $0
Aim ETF Products Trust
68.8K
New
N/A
68.8K $0
IWS
Ishares Russell Midcap Value E

ETFs
17
+ 0.67%
$122.59 - $135.24 $2.08K - $2.3K
2.55K $319K
NVDA
Nvidia Corp

Technology
3.21K
+ 23.29%
$106.98 - $149.43 $343K - $480K
17K $1.84M
Activity Summary
Buys All Purchases 51 New Holdings 22 Increased Positions 29 Sells All Sells 46 Reductions 46 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