Lloyd Advisory Services, Llc. Incresed Positions in Q2 2025

Lloyd Advisory Services, Llc.

  • $104 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
5.46K
+ 108.25%
$187.5 - $246.51 $1.02M - $1.35M
10.5K $2.59M
NVDA
Nvidia Corp

Technology
658
+ 3.87%
$94.31 - $157.99 $62.1K - $104K
17.6K $2.79M
TYA
Simplify Exchange Traded Fds S

ETFs
63.6K
+ 11.09%
N/A
637K $8.09M
IEMG
Ishares Inc

ETFs
10.5K
+ 42.99%
N/A
35K $1.88M
AAPL
Apple Inc.

Technology
3.3K
+ 28.17%
$172.42 - $223.89 $569K - $739K
15K $3.08M
MSFT
Microsoft Corp

Technology
142
+ 6.1%
$354.56 - $497.45 $50.3K - $70.6K
2.47K $1.23M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.3K
+ 46.77%
$17.76 - $22.1 $183K - $227K
32.3K $713K
META
Meta Platforms, Inc.

Communication Services
160
+ 21.0%
$484.66 - $738.09 $77.5K - $118K
922 $680K
IVV
Ishares Core S&P 500 ETF

ETFs
54
+ 4.03%
$498.8 - $620.9 $26.9K - $33.5K
1.39K $865K
IVE
Ishares S&P 500 Value ETF

ETFs
458
+ 17.04%
$168.34 - $195.42 $77.1K - $89.5K
3.15K $614K
IWS
Ishares Russell Midcap Value E

ETFs
514
+ 20.14%
$110.58 - $132.14 $56.8K - $67.9K
3.07K $405K
CSCO
Cisco Systems, Inc.

Technology
504
+ 10.53%
$53.19 - $69.38 $26.8K - $35K
5.29K $367K
VGSH
Vanguard

ETFs
1.06K
+ 19.74%
$58.32 - $58.95 $61.5K - $62.2K
6.4K $376K
OEF
Ishares S&P 100 ETF

ETFs
219
+ 25.11%
N/A
1.09K $290K
GLD
Spdr Gold Trust

ETFs
125
+ 16.62%
$273.71 - $316.29 $34.2K - $39.5K
877 $267K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
974
+ 13.36%
$49.79 - $50.75 $48.5K - $49.4K
8.27K $419K
ABBV
Abb Vie Inc.

Healthcare
360
+ 27.15%
$170.16 - $206.27 $61.3K - $74.3K
1.69K $312K
IWX
Ishares Tr Russell 200 Value E

ETFs
68
+ 0.77%
$73.26 - $84.19 $4.98K - $5.72K
8.86K $745K
HD
Home Depot, Inc.

Consumer Cyclical
74
+ 2.8%
$335.24 - $380.78 $24.8K - $28.2K
2.72K $997K
AMGN
Amgen Inc

Healthcare
153
+ 22.21%
$262.28 - $309.85 $40.1K - $47.4K
842 $235K
GIB
Cgi Inc

Technology
2
+ 0.07%
$96.47 - $109.59 $193 - $219
2.84K $297K
FSK
Fs Kkr Capital Corp

Financial Services
339
+ 3.17%
$17.95 - $21.5 $6.09K - $7.29K
11K $228K
Pimco ETF Tr
612
+ 2.66%
N/A
23.6K $0
Elevation Series Trust
112K
+ 57.73%
N/A
305K $0
Aim ETF Products Trust
5.93K
+ 7.79%
N/A
82K $0
Blackrock ETF Trust
160
+ 1.86%
N/A
8.76K $0
KO
Coca Cola CO

Consumer Defensive
26
+ 0.78%
$68.37 - $73.9 $1.78K - $1.92K
3.37K $238K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
1.39K
+ 3.01%
$50.47 - $54.75 $70.4K - $76.3K
47.7K $2.5M
JNJ
Johnson & Johnson

Healthcare
23
+ 1.68%
$146.36 - $159.82 $3.37K - $3.68K
1.39K $212K
CVX
Chevron Corp

Energy
64
+ 4.13%
$133.73 - $168.51 $8.56K - $10.8K
1.62K $231K
Activity Summary
Buys All Purchases 55 New Holdings 24 Increased Positions 31 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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