Lloyd Advisory Services, Llc. Incresed Positions in Q3 2025

Lloyd Advisory Services, Llc.

  • $85.5 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
407
+ 2.71%
$202.38 - $256.87 $82.4K - $105K
15.4K $3.93M
OEF
Ishares S&P 100 ETF

ETFs
1.29K
+ 117.97%
N/A
2.38K $632K
VUG
Vanguard Growth ETF

ETFs
20
+ 0.54%
$433.97 - $484.08 $8.68K - $9.68K
3.71K $1.78M
GOOGL
Alphabet Inc.

Communication Services
233
+ 16.0%
$174.36 - $254.72 $40.6K - $59.3K
1.69K $410K
MSFT
Microsoft Corp

Technology
177
+ 7.17%
$491.09 - $535.64 $86.9K - $94.8K
2.65K $1.37M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.17K
+ 7.6%
$54.35 - $59.32 $63.8K - $69.6K
16.6K $983K
JNJ
Johnson & Johnson

Healthcare
487
+ 35.09%
$155.17 - $185.42 $75.6K - $90.3K
1.88K $347K
AMZN
Amazon Com Inc

Consumer Cyclical
595
+ 25.87%
$211.65 - $238.24 $126K - $142K
2.9K $635K
QUAL
Ishares Msci Usa Quality Facto

ETFs
285
+ 4.54%
$182.33 - $194.5 $52K - $55.4K
6.56K $1.28M
IEMG
Ishares Inc

ETFs
2.29K
+ 6.54%
N/A
37.3K $2M
GLD
Spdr Gold Trust

ETFs
193
+ 22.01%
$300.96 - $355.47 $58.1K - $68.6K
1.07K $380K
JPM
Jpmorgan Chase & CO

Financial Services
263
+ 27.63%
$282.78 - $316.06 $74.4K - $83.1K
1.22K $383K
META
Meta Platforms, Inc.

Communication Services
136
+ 14.75%
$695.21 - $791.73 $94.5K - $108K
1.06K $776K
AVGO
Broadcom Inc.

Technology
106
+ 10.94%
$264.74 - $369.57 $28.1K - $39.2K
1.08K $354K
ABBV
Abb Vie Inc.

Healthcare
10
+ 0.59%
$184.85 - $231.54 $1.85K - $2.32K
1.7K $392K
DUK
Duke Energy Corp

Utilities
476
+ 19.29%
$116.31 - $125.93 $55.4K - $59.9K
2.94K $364K
AMD
Advanced Micro Devices Inc

Technology
221
+ 13.03%
$134.8 - $184.42 $29.8K - $40.8K
1.92K $310K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
10K
+ 100.0%
$4.73 - $8.22 $47.3K - $82.2K
20K $130K
IVE
Ishares S&P 500 Value ETF

ETFs
100
+ 3.18%
$194.44 - $206.51 $19.4K - $20.7K
3.25K $670K
SO
Southern CO

Utilities
426
+ 12.89%
$90.83 - $96.0 $38.7K - $40.9K
3.73K $353K
CSCO
Cisco Systems, Inc.

Technology
470
+ 8.88%
$66.2 - $71.79 $31.1K - $33.7K
5.76K $394K
TTE
Total Energies Se

Energy
366
+ 10.02%
N/A
4.02K $275K
WMT
Walmart Inc.

Consumer Defensive
115
+ 5.3%
$94.4 - $104.27 $10.9K - $12K
2.28K $235K
XOM
Exxon Mobil Corp

Energy
47
+ 1.76%
$105.83 - $117.22 $4.97K - $5.51K
2.72K $306K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7
+ 1.51%
$459.11 - $506.91 $3.21K - $3.55K
471 $236K
SPTL
Spdr Portfolio Long Term Treas

ETFs
76
+ 0.36%
$25.67 - $27.21 $1.95K - $2.07K
21.3K $573K
VNLA
Janus Henderson Short Duration

ETFs
124
+ 2.52%
$48.99 - $49.29 $6.07K - $6.11K
5.04K $248K
TUA
Simpl Exch Traded Fds Sht Term
2.66K
+ 0.43%
N/A
625K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
2.03K
+ 11.03%
N/A
20.4K $0
Pimco ETF Tr
31.2K
+ 119.44%
N/A
57.3K $0
LQDW
Ishares Tr Invt Grade Corporat
1.64K
+ 10.0%
N/A
18.1K $0
Elevation Series Trust
125K
+ 40.87%
N/A
430K $0
Elevation Series Trust
112K
+ 88.96%
N/A
238K $0
GIB
Cgi Inc

Technology
3
+ 0.11%
$88.14 - $106.19 $264 - $319
2.84K $252K
Activity Summary
Buys All Purchases 59 New Holdings 24 Increased Positions 35 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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