Lloyd Advisory Services, Llc. Reduced Holdings in Q3 2025

Lloyd Advisory Services, Llc.

  • $85.5 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TYA
Simplify Exchange Traded Fds S

ETFs
-323K
- 50.78%
N/A
313K $3.98M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-6.64K
- 84.15%
$236.25 - $257.69 $1.57M - $1.71M
1.25K $320K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-10.4K
- 32.18%
$21.69 - $23.34 $225K - $242K
21.9K $509K
VZ
Verizon Communications Inc

Communication Services
-4.35K
- 33.29%
$40.84 - $45.06 $178K - $196K
8.72K $383K
T
At&T Inc.

Communication Services
-4.36K
- 25.73%
$26.94 - $29.62 $118K - $129K
12.6K $355K
EFG
Msci Eafe Growth ETF

ETFs
-879
- 14.0%
$106.99 - $114.46 $94K - $101K
5.4K $614K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-1.75K
- 21.2%
$50.53 - $50.82 $88.5K - $89K
6.51K $330K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.48K
- 27.77%
$74.93 - $80.73 $111K - $120K
3.86K $311K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-787
- 23.93%
$95.22 - $96.21 $74.9K - $75.7K
2.5K $240K
MO
Altria Group, Inc.

Consumer Defensive
-1.41K
- 24.04%
$57.75 - $67.68 $81.2K - $95.2K
4.44K $293K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-229
- 6.6%
$100.16 - $100.7 $22.9K - $23.1K
3.24K $326K
NGG
National Grid PLC

Utilities
-175
- 5.44%
$67.98 - $74.38 $11.9K - $13K
3.04K $220K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-188
- 5.56%
$62.57 - $69.12 $11.8K - $13K
3.19K $217K
AMGN
Amgen Inc

Healthcare
-32
- 3.8%
$271.18 - $309.22 $8.68K - $9.9K
810 $228K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-51
- 2.15%
$91.44 - $91.77 $4.66K - $4.68K
2.32K $212K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-24K
- 7.23%
$72.65 - $78.68 $1.75M - $1.89M
309K $24.2M
Pimco ETF Tr
-4.06K
- 17.19%
N/A
19.5K $0
SPYC
Simplify Exchange Traded Fds U
-1.02K
- 2.6%
N/A
38K $0
Aim ETF Products Trust
-13K
- 19.24%
N/A
54.4K $0
Victory Portfolios Ii
-2.21K
- 27.68%
N/A
5.77K $0
Aim ETF Products Trust
-31K
- 5.62%
N/A
520K $0
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
-399K
- 98.35%
N/A
6.71K $0
Blackrock ETF Trust
-18
- 0.21%
N/A
8.75K $0
Capitol Ser Tr
-5.77K
- 8.31%
N/A
63.6K $0
ILCG
Ishares Morningstar Growth ETF
-1.21K
- 6.17%
N/A
18.4K $0
IVV
Ishares Core S&P 500 ETF

ETFs
-96
- 6.89%
$620.67 - $670.08 $59.6K - $64.3K
1.3K $868K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-44
- 3.78%
$185.88 - $207.44 $8.18K - $9.13K
1.12K $225K
EFV
Msci Eafe Value ETF

ETFs
-345
- 4.79%
$62.79 - $68.42 $21.7K - $23.6K
6.87K $465K
IWS
Ishares Russell Midcap Value E

ETFs
-106
- 3.46%
$132.83 - $140.61 $14.1K - $14.9K
2.96K $413K
CVX
Chevron Corp

Energy
-54
- 3.34%
$145.57 - $161.83 $7.86K - $8.74K
1.56K $242K
IDEV
Ishares Core Msci Intl Develop

ETFs
-639
- 4.19%
$74.68 - $80.26 $47.7K - $51.3K
14.6K $1.17M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
-506
- 1.06%
$50.93 - $53.85 $25.8K - $27.2K
47.2K $2.51M
IWX
Ishares Tr Russell 200 Value E

ETFs
-156
- 1.76%
$83.04 - $87.88 $13K - $13.7K
8.7K $764K
ENB
Enbridge Inc

Energy
-5
- 0.1%
$43.79 - $50.46 $219 - $252
4.99K $251K
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
-1.09K
- 2.39%
$37.2 - $39.77 $40.6K - $43.4K
44.7K $1.77M
IVW
Ishares S&P 500 Growth ETF

ETFs
-389
- 4.84%
$108.97 - $121.65 $42.4K - $47.3K
7.64K $922K
IWY
Ishares Tr Russell 200 Growth

ETFs
-208
- 1.98%
$243.93 - $275.62 $50.7K - $57.3K
10.3K $2.82M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-399
- 3.43%
$567.77 - $614.76 $227K - $245K
11.2K $6.88M
NVDA
Nvidia Corp

Technology
-190
- 1.08%
$153.3 - $186.58 $29.1K - $35.5K
17.5K $3.26M
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
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