Lloyd Advisory Services, Llc. Closed Holding Positions

Lloyd Advisory Services, Llc.

  • $117 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EQR
Equity Residential

Real Estate
Q4 2021 Filed on Jan 26, 2022
45
$81.55 - $90.55 $3.67K - $4.07K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q4 2021 Filed on Jan 26, 2022
342
$5.96 - $6.63 $2.04K - $2.27K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q4 2021 Filed on Jan 26, 2022
8
$211.62 - $250.97 $1.69K - $2.01K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q4 2021 Filed on Jan 26, 2022
220
$115.43 - $146.63 $25.4K - $32.3K
CB
Chubb LTD

Financial Services
Q4 2021 Filed on Jan 26, 2022
12
$173.61 - $196.09 $2.08K - $2.35K
GPN
Global Payments Inc

Industrials
Q4 2021 Filed on Jan 26, 2022
14
$117.86 - $161.31 $1.65K - $2.26K
SHOP
Shopify Inc.

Technology
Q4 2021 Filed on Jan 26, 2022
44
$128.22 - $169.06 $5.64K - $7.44K
Xeris Pharmaceuticals Inc
Q4 2021 Filed on Jan 26, 2022
71
N/A
FISV
Fiserv Inc

Technology
Q4 2021 Filed on Jan 26, 2022
55
$95.55 - $111.29 $5.26K - $6.12K
VHT
Vanguard Health Care ETF

ETFs
Q4 2021 Filed on Jan 26, 2022
167
$243.71 - $267.51 $40.7K - $44.7K
IQV
Iqvia Holdings Inc.

Healthcare
Q4 2021 Filed on Jan 26, 2022
10
$238.37 - $282.61 $2.38K - $2.83K
Ishares Tr
Q3 2021 Filed on Oct 21, 2021
718
N/A
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Oct 21, 2021
493
$48.36 - $51.19 $23.8K - $25.2K
IHDG
Wisdomtree Tr

ETFs
Q3 2021 Filed on Oct 21, 2021
749
$43.17 - $46.44 $32.3K - $34.8K
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
Q3 2021 Filed on Oct 21, 2021
423
$33.83 - $36.67 $14.3K - $15.5K
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
Q3 2021 Filed on Oct 21, 2021
454
$35.27 - $38.38 $16K - $17.4K
General Electric CO
Q3 2021 Filed on Oct 21, 2021
270
N/A
HEEM
Ishares Currency Hedged Msci E

ETFs
Q3 2021 Filed on Oct 21, 2021
441
$30.04 - $32.95 $13.2K - $14.5K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q3 2021 Filed on Oct 21, 2021
1,041
$94.69 - $101.93 $98.6K - $106K
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q3 2021 Filed on Oct 21, 2021
14,967
$20.5 - $20.75 $307K - $311K
AON
Aon PLC

Financial Services
Q3 2021 Filed on Oct 21, 2021
138
$226.79 - $299.17 $31.3K - $41.3K
EWX
Spdr S&P Emerging Markets Smal

ETFs
Q3 2021 Filed on Oct 21, 2021
102
$57.29 - $61.58 $5.84K - $6.28K
GNL
Global Net Lease, Inc.

Real Estate
Q3 2021 Filed on Oct 21, 2021
99
$16.02 - $18.79 $1.59K - $1.86K
SCHO
Schwab Short Term Us Treasury

ETFs
Q3 2021 Filed on Oct 21, 2021
7
$51.18 - $51.3 $358 - $359
FNY
First Trust Mid Cap Growth Alp
Q3 2021 Filed on Oct 21, 2021
0
N/A
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q3 2021 Filed on Oct 21, 2021
2,587
$41.44 - $45.27 $107K - $117K
HEFA
Ishares Currency Hedged Msci E

ETFs
Q3 2021 Filed on Oct 21, 2021
1,045
$33.35 - $35.56 $34.9K - $37.2K
INKM
Ssga Active ETF Tr

ETFs
Q3 2021 Filed on Oct 21, 2021
12
$35.12 - $36.14 $421 - $434
MTZ
Mastec Inc

Industrials
Q2 2021 Filed on Aug 09, 2021
581
$94.79 - $121.26 $55.1K - $70.5K
TTOO
T2 Biosystems, Inc.

Healthcare
Q2 2021 Filed on Aug 09, 2021
132
$1.04 - $1.69 $137 - $223
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q2 2021 Filed on Aug 09, 2021
79
$331.45 - $347.9 $26.2K - $27.5K
J Alexanders Hldgs Inc
Q2 2021 Filed on Aug 09, 2021
1
N/A
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 09, 2021
8
$33.01 - $42.07 $264 - $337
CARR
Carrier Global Corp

Industrials
Q2 2021 Filed on Aug 09, 2021
20
$42.02 - $48.71 $840 - $974
AGZ
Ishares Agency Bond ETF

ETFs
Q2 2021 Filed on Aug 09, 2021
1
$117.83 - $118.68 $118 - $119
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q2 2021 Filed on Aug 09, 2021
759
$129.85 - $134.36 $98.6K - $102K
Proshares Tr Ii
Q2 2021 Filed on Aug 09, 2021
119,179
N/A
Fs Kkr Cap Corp Ii
Q2 2021 Filed on Aug 09, 2021
1,515
N/A
OTIS
Otis Worldwide Corp

Industrials
Q2 2021 Filed on Aug 09, 2021
10
$69.23 - $82.08 $692 - $821
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
Q2 2021 Filed on Aug 09, 2021
33
$23.75 - $29.6 $784 - $977
Seagate Technology PLC
Q2 2021 Filed on Aug 09, 2021
78
N/A
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q2 2021 Filed on Aug 09, 2021
16
$58.6 - $62.81 $938 - $1K
BKI
Black Knight, Inc.

Technology
Q2 2021 Filed on Aug 09, 2021
7
$71.0 - $78.27 $497 - $548
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q2 2021 Filed on Aug 09, 2021
3,526
$52.66 - $54.94 $186K - $194K
ALK
Alaska Air Group, Inc.

Industrials
Q2 2021 Filed on Aug 09, 2021
79
$60.13 - $73.74 $4.75K - $5.83K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q1 2021 Filed on May 04, 2021
12
$50.74 - $50.85 $609 - $610
Apollo Global Mgmt Inc
Q1 2021 Filed on May 04, 2021
97
N/A
KNSL
Kinsale Capital Group, Inc.

Financial Services
Q1 2021 Filed on May 04, 2021
25
$157.79 - $214.34 $3.94K - $5.36K
Kirkland Lake Gold LTD
Q1 2021 Filed on May 04, 2021
50
N/A
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