Lloyd Advisory Services, Llc. Sells in Q4 2024

Lloyd Advisory Services, Llc.

  • $117 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-40.4K
- 9.19%
$66.77 - $71.52 $2.7M - $2.89M
399K $27.5M
IWY
Ishares Tr Russell 200 Growth

ETFs
-7.81K
- 60.16%
$216.72 - $244.71 $1.69M - $1.91M
5.17K $1.22M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-99
- 0.2%
$68.62 - $82.57 $6.79K - $8.17K
50.2K $3.44M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.66K
- 7.26%
$521.84 - $558.82 $866K - $928K
21.2K $11.4M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
-2.65K
- 4.11%
$52.07 - $58.13 $138K - $154K
61.7K $3.21M
IDEV
Ishares Core Msci Intl Develop

ETFs
-391
- 2.36%
$64.18 - $70.42 $25.1K - $27.5K
16.2K $1.04M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-2.33K
- 11.04%
$26.05 - $29.17 $60.6K - $67.9K
18.8K $491K
MSFT
Microsoft Corp

Technology
-195
- 7.06%
$406.35 - $454.46 $79.2K - $88.6K
2.57K $1.08M
VGIT
Vanguard Intermediate Term Tre

ETFs
-1.45K
- 21.53%
$57.78 - $60.4 $83.5K - $87.3K
5.27K $305K
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
-2.66K
- 5.19%
$33.07 - $35.18 $88K - $93.6K
48.6K $1.62M
MARZ
Listed Fds Tr Trueshares Struc

ETFs
-1.15K
- 2.17%
$31.35 - $33.73 $36.1K - $38.8K
51.9K $1.63M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-126
- 4.34%
$72.97 - $96.75 $9.19K - $12.2K
2.78K $206K
IVV
Ishares Core S&P 500 ETF

ETFs
-142
- 8.99%
$570.51 - $610.59 $81K - $86.7K
1.44K $845K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-253
- 3.21%
$176.42 - $186.91 $44.6K - $47.3K
7.63K $1.36M
ABBV
Abb Vie Inc.

Healthcare
-94
- 7.33%
$164.99 - $203.87 $15.5K - $19.2K
1.19K $211K
SO
Southern CO

Utilities
-119
- 3.18%
$81.5 - $94.15 $9.7K - $11.2K
3.62K $298K
DUK
Duke Energy Corp

Utilities
-133
- 4.81%
$105.76 - $120.76 $14.1K - $16.1K
2.63K $283K
JULZ
Listed Fds Tr Trueshares Struc

Technology
-852
- 2.14%
N/A
39K $1.52M
GILD
Gilead Sciences, Inc.

Healthcare
-598
- 19.85%
$83.95 - $97.9 $50.2K - $58.5K
2.41K $222K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.21K
- 6.38%
$49.03 - $53.35 $59.1K - $64.3K
17.7K $907K
T
At&T Inc.

Communication Services
-1.97K
- 9.34%
$21.22 - $23.88 $41.8K - $47K
19.1K $435K
BMY
Bristol Myers Squibb CO

Healthcare
-741
- 15.88%
$51.92 - $59.94 $38.5K - $44.4K
3.92K $221K
IBM
International Business Machines Corp

Technology
-77
- 7.65%
$204.9 - $238.04 $15.8K - $18.3K
930 $204K
CSCO
Cisco Systems, Inc.

Technology
-845
- 16.03%
$52.45 - $60.02 $44.3K - $50.7K
4.43K $262K
ENB
Enbridge Inc

Energy
-641
- 10.81%
$40.4 - $43.92 $25.9K - $28.2K
5.29K $224K
IVW
Ishares S&P 500 Growth ETF

ETFs
-673
- 6.92%
$94.43 - $105.47 $63.6K - $71K
9.05K $918K
IYW
Ishares Dj Us Tech ETF

ETFs
-131
- 6.51%
$148.14 - $166.23 $19.4K - $21.8K
1.88K $299K
MO
Altria Group, Inc.

Consumer Defensive
-176
- 2.9%
$49.06 - $57.74 $8.63K - $10.2K
5.89K $308K
Listed Fd Tr
-5.21K
- 4.21%
N/A
119K $0
NOVZ
Listed Fds Tr Trueshares Struc
-1.43K
- 3.39%
N/A
40.7K $0
Aim ETF Products Trust
-453K
- 97.18%
N/A
13.1K $0
BUCK
Simplify Exchange Traded Fds S
-1.75K
- 2.45%
N/A
69.4K $0
Pimco ETF Tr
-73.6K
- 53.31%
N/A
64.5K $0
Pimco ETF Tr
-568
- 2.73%
N/A
20.2K $0
Pimco ETF Tr
-278
- 0.46%
N/A
59.7K $0
META
Meta Platforms, Inc.

Communication Services
-9
- 1.6%
$554.08 - $632.68 $4.99K - $5.69K
553 $326K
CTA
Simplify Exch Traded Fds Simpl

ETFs
-352
- 4.23%
$25.8 - $28.97 $9.08K - $10.2K
7.96K $222K
AMZN
Amazon Com Inc

Consumer Cyclical
-139
- 7.47%
$180.88 - $232.93 $25.1K - $32.4K
1.72K $377K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-526
- 3.77%
$129.96 - $144.97 $68.4K - $76.3K
13.4K $1.87M
FPX
First Trust Us Equity Opportun

ETFs
-79
- 0.49%
$109.38 - $131.9 $8.64K - $10.4K
16.2K $1.93M
Activity Summary
Buys All Purchases 58 New Holdings 25 Increased Positions 33 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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