Lloyd Advisory Services, Llc. Reduced Holdings in Q2 2025

Lloyd Advisory Services, Llc.

  • $104 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-8.81K
- 43.11%
$456.74 - $568.03 $4.03M - $5.01M
11.6K $6.61M
VZ
Verizon Communications Inc

Communication Services
-1.11K
- 7.83%
$41.67 - $45.62 $46.3K - $50.7K
13.1K $565K
XOM
Exxon Mobil Corp

Energy
-171
- 6.02%
$99.93 - $119.04 $17.1K - $20.4K
2.67K $287K
PM
Philip Morris International Inc.

Consumer Defensive
-501
- 24.66%
$149.23 - $184.95 $74.8K - $92.7K
1.53K $278K
SO
Southern CO

Utilities
-422
- 11.32%
$84.91 - $92.56 $35.8K - $39.1K
3.31K $303K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-366
- 9.77%
$62.08 - $73.58 $22.7K - $26.9K
3.38K $226K
T
At&T Inc.

Communication Services
-1.08K
- 5.99%
$26.33 - $28.94 $28.5K - $31.3K
17K $490K
MO
Altria Group, Inc.

Consumer Defensive
-81
- 1.37%
$55.56 - $60.91 $4.5K - $4.93K
5.85K $342K
EFG
Msci Eafe Growth ETF

ETFs
-799
- 11.29%
$89.8 - $112.0 $71.8K - $89.5K
6.28K $703K
DUK
Duke Energy Corp

Utilities
-5
- 0.2%
$112.46 - $124.05 $562 - $620
2.47K $291K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-26
- 0.74%
$100.04 - $100.54 $2.6K - $2.61K
3.47K $348K
TTE
Total Energies Se

Energy
-9
- 0.25%
N/A
3.65K $250K
TUA
Simpl Exch Traded Fds Sht Term
-30.7K
- 4.7%
N/A
622K $0
Victory Portfolios Ii
-250
- 3.04%
N/A
7.97K $0
Pimco ETF Tr
-8K
- 23.44%
N/A
26.1K $0
NOVZ
Listed Fds Tr Trueshares Struc
-1.56K
- 3.98%
N/A
37.8K $0
LQDW
Ishares Tr Invt Grade Corporat
-82
- 0.5%
N/A
16.4K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
-276
- 1.48%
N/A
18.4K $0
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
-16.5K
- 3.91%
N/A
406K $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
-13.3K
- 4.43%
N/A
286K $0
Aim ETF Products Trust
-22.3K
- 3.89%
N/A
551K $0
Ea Series Trust
-256
- 3.73%
N/A
6.61K $0
Elevation Series Trust
-3.83K
- 3.12%
N/A
119K $0
AZAJ
Aim ETF Prods Tr Allianzim Us

ETFs
-235
- 3.41%
N/A
6.66K $0
Aim ETF Products Trust
-1.42K
- 2.07%
N/A
67.3K $0
Listed Fds Tr
-933
- 2.44%
N/A
37.3K $0
First Tr Exchng Traded Fd Vi
-26.9K
- 14.07%
N/A
165K $0
QUAL
Ishares Msci Usa Quality Facto

ETFs
-477
- 7.07%
$152.42 - $182.82 $72.7K - $87.2K
6.27K $1.15M
ENB
Enbridge Inc

Energy
-37
- 0.73%
$41.09 - $47.16 $1.52K - $1.74K
5K $226K
GOOGL
Alphabet Inc.

Communication Services
-181
- 11.06%
$144.7 - $178.6 $26.2K - $32.3K
1.46K $256K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-416
- 7.23%
$60.34 - $74.89 $25.1K - $31.2K
5.34K $399K
EFV
Msci Eafe Value ETF

ETFs
-276
- 3.69%
$52.4 - $64.65 $14.5K - $17.8K
7.21K $457K
IYW
Ishares Dj Us Tech ETF

ETFs
-194
- 11.32%
$122.57 - $173.27 $23.8K - $33.6K
1.52K $263K
NGG
National Grid PLC

Utilities
-40
- 1.23%
$62.74 - $74.79 $2.51K - $2.99K
3.22K $239K
AMZN
Amazon Com Inc

Consumer Cyclical
-122
- 5.04%
$167.32 - $223.3 $20.4K - $27.2K
2.3K $504K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-990
- 6.03%
$43.53 - $54.46 $43.1K - $53.9K
15.4K $840K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-1.29K
- 6.69%
$63.36 - $80.23 $81.8K - $104K
18K $1.45M
IDEV
Ishares Core Msci Intl Develop

ETFs
-372
- 2.38%
$61.79 - $76.67 $23K - $28.5K
15.3K $1.16M
SIXJ
Aim ETF Prods Tr Allianzim U S
-1.87K
- 2.44%
$27.79 - $32.01 $52.1K - $60K
74.9K $2.4M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
-18.9K
- 4.01%
$29.36 - $33.11 $554K - $625K
451K $14.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
-124
- 1.52%
$82.96 - $110.1 $10.3K - $13.7K
8.03K $884K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-511
- 6.08%
$180.84 - $240.32 $92.4K - $123K
7.89K $1.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-13.4K
- 3.86%
$58.41 - $72.69 $780K - $971K
333K $24.2M
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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