Lloyd Advisory Services, Llc. Incresed Positions 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
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
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.59K
+ 136.46%
$36.98 - $41.55 $281K - $316K
13.2K $541K
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
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
BUCK
Simplify Exchange Traded Fds S
742
+ 1.05%
N/A
71.1K $0
TUA
Simpl Exch Traded Fds Sht Term
55.1K
+ 15.93%
N/A
401K $0
LQDW
Ishares Tr Invt Grade Corporat
1.23K
+ 8.27%
N/A
16.1K $0
Pimco ETF Tr
793
+ 3.96%
N/A
20.8K $0
Pimco ETF Tr
153
+ 0.26%
N/A
59.9K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
897
+ 5.36%
N/A
17.6K $0
Listed Fd Tr
1.47K
+ 1.2%
N/A
124K $0
SJB
Proshares Tr Short High Yield

ETFs
4.17K
+ 4.4%
$16.19 - $17.04 $67.5K - $71K
99K $1.6M
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
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