Lloyd Advisory Services, Llc. Incresed Positions in Q1 2025

Lloyd Advisory Services, Llc.

  • $110 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TYA
Simplify Exchange Traded Fds S

ETFs
221K
+ 62.96%
N/A
573K $7.28M
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
AAPL
Apple Inc.

Technology
2.62K
+ 28.73%
$209.68 - $247.1 $549K - $646K
11.7K $2.6M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.82K
+ 34.56%
$57.44 - $59.3 $105K - $108K
7.09K $420K
META
Meta Platforms, Inc.

Communication Services
209
+ 37.79%
$576.74 - $736.67 $121K - $154K
762 $439K
XOM
Exxon Mobil Corp

Energy
748
+ 35.77%
$105.44 - $118.93 $78.9K - $89K
2.84K $337K
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
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
LQDW
Ishares Tr Invt Grade Corporat
145
+ 0.89%
N/A
16.5K $0
TUA
Simpl Exch Traded Fds Sht Term
108K
+ 19.77%
N/A
653K $0
Pimco ETF Tr
2.75K
+ 13.57%
N/A
23K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
169
+ 0.92%
N/A
18.6K $0
Victory Portfolios Ii
1.1K
+ 15.38%
N/A
8.22K $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
HD
Home Depot, Inc.

Consumer Cyclical
117
+ 4.62%
$347.25 - $424.87 $40.6K - $49.7K
2.65K $970K
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
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