Lloyd Advisory Services, Llc. Reduced Holdings in Q3 2024

Lloyd Advisory Services, Llc.

  • $111 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-38.7K
- 90.38%
$114.73 - $120.23 $4.44M - $4.65M
4.12K $492K
IVV
Ishares Core S&P 500 ETF

ETFs
-1.32K
- 45.61%
$520.18 - $576.82 $689K - $764K
1.58K $910K
IWY
Ishares Tr Russell 200 Growth

ETFs
-1.8K
- 12.19%
$194.66 - $225.97 $351K - $407K
13K $2.86M
VGSH
Vanguard

ETFs
-3.2K
- 24.62%
$57.74 - $59.13 $185K - $189K
9.81K $578K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.63K
- 8.98%
$92.63 - $105.69 $151K - $172K
16.5K $1.72M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.29K
- 11.74%
$84.77 - $97.13 $110K - $126K
9.72K $930K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
-2.33K
- 20.17%
$25.04 - $25.21 $58.4K - $58.8K
9.24K $232K
DUK
Duke Energy Corp

Utilities
-918
- 24.94%
$99.35 - $117.71 $91.2K - $108K
2.76K $318K
SO
Southern CO

Utilities
-1.11K
- 22.87%
$77.0 - $90.52 $85.4K - $100K
3.74K $337K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-803
- 12.8%
$56.04 - $62.99 $45K - $50.6K
5.47K $334K
EFG
Msci Eafe Growth ETF

ETFs
-644
- 7.92%
$96.84 - $108.77 $62.4K - $70K
7.49K $805K
PM
Philip Morris International Inc.

Consumer Defensive
-775
- 22.45%
$101.25 - $127.45 $78.5K - $98.8K
2.68K $324K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-225
- 7.2%
$92.56 - $99.46 $20.8K - $22.4K
2.9K $278K
IEMG
Ishares Inc

ETFs
-408
- 2.91%
$53.64 - $53.64 $21.9K - $21.9K
13.6K $729K
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
-163
- 0.07%
N/A
235K $0
NOVZ
Listed Fds Tr Trueshares Struc
-126
- 0.3%
N/A
42.1K $0
Aim ETF Products Trust
-18.6K
- 3.84%
N/A
466K $0
Pimco ETF Tr
-49.8K
- 26.52%
N/A
138K $0
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
-426K
- 97.36%
N/A
11.6K $0
Aim ETF Products Trust
-515K
- 97.76%
N/A
11.8K $0
First Tr Exchng Traded Fd Vi
-4.5K
- 2.26%
N/A
194K $0
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-951
- 4.79%
$44.24 - $49.47 $42.1K - $47K
18.9K $935K
T
At&T Inc.

Communication Services
-2.78K
- 11.64%
$18.21 - $22.28 $50.6K - $61.9K
21.1K $463K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-349
- 4.24%
$162.64 - $179.3 $56.8K - $62.6K
7.88K $1.41M
CSCO
Cisco Systems, Inc.

Technology
-339
- 6.04%
$44.74 - $53.22 $15.2K - $18K
5.27K $280K
GILD
Gilead Sciences, Inc.

Healthcare
-464
- 13.35%
$66.59 - $83.99 $30.9K - $39K
3.01K $252K
MO
Altria Group, Inc.

Consumer Defensive
-427
- 6.57%
$45.95 - $54.71 $19.6K - $23.4K
6.07K $309K
IVE
Ishares S&P 500 Value ETF

ETFs
-21
- 0.99%
$181.06 - $197.17 $3.8K - $4.14K
2.1K $414K
IWS
Ishares Russell Midcap Value E

ETFs
-9
- 0.35%
$119.52 - $132.25 $1.08K - $1.19K
2.53K $334K
IDEV
Ishares Core Msci Intl Develop

ETFs
-436
- 2.57%
$63.46 - $71.43 $27.7K - $31.1K
16.6K $1.17M
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
-50
- 0.1%
$31.14 - $33.49 $1.56K - $1.67K
51.3K $1.72M
MARZ
Listed Fds Tr Trueshares Struc

ETFs
-32
- 0.06%
$29.77 - $32.21 $953 - $1.03K
53.1K $1.71M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
-770
- 0.63%
$29.64 - $31.77 $22.8K - $24.5K
122K $3.88M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-302
- 1.3%
$475.2 - $527.7 $144K - $159K
22.9K $12.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-5.61K
- 1.26%
$60.84 - $67.51 $341K - $379K
440K $29.7M
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
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