Lloyd Advisory Services, Llc. Purchases in Q3 2024

Lloyd Advisory Services, Llc.

  • $111 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
26.6K
+ 112.57%
$72.41 - $86.76 $1.93M - $2.31M
50.3K $4.15M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
13.9K
New
$116.79 - $133.54 $1.63M - $1.86M
13.9K $1.84M
FPX
First Trust Us Equity Opportun

ETFs
16.2K
New
$92.33 - $110.55 $1.5M - $1.79M
16.2K $1.79M
JANZ
Listed Fds Tr Trueshares Struc

ETFs
47.2K
New
$31.91 - $34.68 $1.51M - $1.64M
47.2K $1.64M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.18K
New
$332.02 - $382.76 $1.39M - $1.6M
4.18K $1.57M
VV
Vanguard Large Cap ETF

ETFs
5.09K
New
$236.92 - $263.4 $1.21M - $1.34M
5.09K $1.34M
VTI
Vanguard Total Stock Market Et

ETFs
4.17K
+ 432.81%
$255.18 - $283.2 $1.06M - $1.18M
5.13K $1.45M
TYA
Simplify Exchange Traded Fds S

ETFs
85.7K
+ 34.92%
$12.71 - $12.71 $1.09M - $1.09M
331K $4.21M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
3.02K
+ 4.93%
$53.17 - $58.71 $161K - $177K
64.3K $3.72M
AAPL
Apple Inc.

Technology
656
+ 7.95%
$207.23 - $234.82 $136K - $154K
8.91K $2.07M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4.6K
New
$63.28 - $70.06 $291K - $322K
4.6K $322K
ABBV
Abb Vie Inc.

Healthcare
1.28K
New
$163.84 - $199.33 $210K - $256K
1.28K $253K
BMY
Bristol Myers Squibb CO

Healthcare
4.67K
New
$39.66 - $51.75 $185K - $241K
4.67K $241K
SNY
Sanofi

Healthcare
3.99K
New
$48.54 - $58.53 $194K - $234K
3.99K $230K
NGG
National Grid PLC

Utilities
3.21K
New
$57.14 - $70.48 $183K - $226K
3.21K $223K
IBM
International Business Machines Corp

Technology
1.01K
New
$175.1 - $223.38 $176K - $225K
1.01K $222K
CTA
Simplify Exch Traded Fds Simpl

ETFs
8.32K
New
$25.73 - $27.07 $214K - $225K
8.32K $216K
USB
Us Bancorp \De\

Financial Services
4.46K
New
$39.04 - $47.23 $174K - $211K
4.46K $203K
FSK
Fs Kkr Capital Corp

Financial Services
10K
New
$18.74 - $20.43 $188K - $205K
10K $197K
HD
Home Depot, Inc.

Consumer Cyclical
52
+ 2.1%
$333.64 - $405.2 $17.3K - $21.1K
2.53K $1.02M
FLRN
Spdr Bloomberg Investment Grad

ETFs
4.77K
+ 68.23%
$30.55 - $30.85 $146K - $147K
11.7K $362K
NVDA
Nvidia Corp

Technology
1.4K
+ 11.58%
$98.91 - $134.91 $138K - $188K
13.5K $1.63M
SIXJ
Aim ETF Prods Tr Allianzim U S
363
+ 0.33%
$27.55 - $29.4 $10K - $10.7K
110K $3.22M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.52K
+ 29.23%
$57.8 - $60.8 $87.7K - $92.3K
6.71K $405K
WMT
Walmart Inc.

Consumer Defensive
106
+ 2.07%
$66.91 - $81.4 $7.09K - $8.63K
5.23K $422K
SPTL
Spdr Portfolio Long Term Treas

ETFs
1.21K
+ 6.08%
$26.69 - $29.87 $32.3K - $36.1K
21.1K $613K
META
Meta Platforms, Inc.

Communication Services
52
+ 10.2%
$453.41 - $572.44 $23.6K - $29.8K
562 $321K
IWX
Ishares Tr Russell 200 Value E

ETFs
50
+ 0.57%
$74.49 - $81.27 $3.72K - $4.06K
8.79K $714K
AMZN
Amazon Com Inc

Consumer Cyclical
368
+ 24.66%
$161.02 - $200.0 $59.3K - $73.6K
1.86K $346K
VZ
Verizon Communications Inc

Communication Services
21
+ 0.15%
$38.89 - $45.0 $817 - $945
14.2K $639K
EFV
Msci Eafe Value ETF

ETFs
19
+ 0.28%
$51.72 - $57.96 $983 - $1.1K
6.75K $388K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
191
+ 2.28%
$49.82 - $52.8 $9.52K - $10.1K
8.55K $449K
ENB
Enbridge Inc

Energy
15
+ 0.25%
$35.27 - $41.18 $529 - $618
5.93K $240K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
104
+ 1.04%
$44.9 - $47.55 $4.67K - $4.95K
10.1K $478K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
448
+ 6.81%
$50.52 - $50.95 $22.6K - $22.8K
7.03K $357K
HBAN
Huntington Bancshares Inc

Financial Services
116
+ 1.06%
$12.84 - $15.15 $1.49K - $1.76K
11.1K $163K
JULZ
Listed Fds Tr Trueshares Struc

Technology
340
+ 0.86%
N/A
39.8K $1.55M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
64
+ 1.78%
$100.09 - $100.69 $6.41K - $6.44K
3.66K $368K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
57
+ 2.49%
$91.42 - $91.82 $5.21K - $5.23K
2.34K $215K
MSFT
Microsoft Corp

Technology
111
+ 4.19%
$395.15 - $467.56 $43.9K - $51.9K
2.76K $1.19M
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
897
+ 5.36%
N/A
17.6K $0
Aim ETF Products Trust
222K
New
N/A
222K $0
Aim ETF Products Trust
542K
New
N/A
542K $0
Aim ETF Products Trust
12.9K
New
N/A
12.9K $0
Listed Fd Tr
47.8K
New
N/A
47.8K $0
LQDW
Ishares Tr Invt Grade Corporat
1.23K
+ 8.27%
N/A
16.1K $0
Elevation Series Trust
200K
New
N/A
200K $0
Elevation Series Trust
129K
New
N/A
129K $0
BUCK
Simplify Exchange Traded Fds S
742
+ 1.05%
N/A
71.1K $0
Activity Summary
Buys All Purchases 57 New Holdings 22 Increased Positions 35 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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