Lloyd Advisory Services, Llc. Closed Holding Positions

Lloyd Advisory Services, Llc.

  • $110 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
IRM
Iron Mountain Inc

Real Estate
Q2 2022 Filed on Aug 15, 2022
578
$46.11 - $57.72 $26.7K - $33.4K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
141
$61.48 - $74.59 $8.67K - $10.5K
IWN
Ishares Russell2000 Val ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
240
$134.47 - $162.71 $32.3K - $39.1K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
Q2 2022 Filed on Aug 15, 2022
1
$114.64 - $134.55 $115 - $135
STIP
Ishares Barclays 0 5 Year Tips

ETFs
Q2 2022 Filed on Aug 15, 2022
12,484
$101.26 - $104.65 $1.26M - $1.31M
LRGF
Ishares Tr

ETFs
Q2 2022 Filed on Aug 15, 2022
553
$36.62 - $44.84 $20.3K - $24.8K
ITRI
Itron, Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
15
$43.83 - $54.02 $657 - $810
JEF
Jefferies Financial Group Inc.

Financial Services
Q2 2022 Filed on Aug 15, 2022
342
$26.32 - $34.33 $9K - $11.7K
JLL
Jones Lang Lasalle Inc

Real Estate
Q2 2022 Filed on Aug 15, 2022
41
$155.76 - $238.48 $6.39K - $9.78K
KE
Kimball Electronics, Inc.

Industrials
Q2 2022 Filed on Aug 15, 2022
23
$16.93 - $21.74 $389 - $500
LHCG
Lhc Group, Inc

Healthcare
Q2 2022 Filed on Aug 15, 2022
132
$154.43 - $168.99 $20.4K - $22.3K
LHX
L3 Harris Technologies, Inc.

Industrials
Q2 2022 Filed on Aug 15, 2022
139
$221.57 - $260.8 $30.8K - $36.3K
LKFN
Lakeland Financial Corp

Financial Services
Q2 2022 Filed on Aug 15, 2022
34
$65.84 - $78.0 $2.24K - $2.65K
EL
Estee Lauder Companies Inc

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
33
$229.13 - $278.62 $7.56K - $9.19K
NTLA
Intellia Therapeutics, Inc.

Healthcare
Q2 2022 Filed on Aug 15, 2022
45
$38.49 - $76.21 $1.73K - $3.43K
INVA
Innoviva, Inc.

Healthcare
Q2 2022 Filed on Aug 15, 2022
170
$14.32 - $19.88 $2.43K - $3.38K
FTNT
Fortinet, Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
61
$49.04 - $69.34 $2.99K - $4.23K
FWRD
Forward Air Corp

Industrials
Q2 2022 Filed on Aug 15, 2022
26
$84.99 - $102.58 $2.21K - $2.67K
GATX
Gatx Corp

Industrials
Q2 2022 Filed on Aug 15, 2022
14
$91.99 - $121.8 $1.29K - $1.71K
GNTX
Gentex Corp

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
469
$26.34 - $31.3 $12.4K - $14.7K
THRM
Gentherm Inc

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
25
$58.4 - $73.54 $1.46K - $1.84K
LAND
Gladstone Land Corp

Real Estate
Q2 2022 Filed on Aug 15, 2022
58
$21.43 - $41.71 $1.24K - $2.42K
GL
Globe Life Inc.

Financial Services
Q2 2022 Filed on Aug 15, 2022
892
$88.38 - $105.91 $78.8K - $94.5K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
117
$10.71 - $14.31 $1.25K - $1.67K
GGG
Graco Inc

Industrials
Q2 2022 Filed on Aug 15, 2022
252
$56.92 - $70.83 $14.3K - $17.8K
GDYN
Grid Dynamics Holdings, Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
51
$13.92 - $19.95 $710 - $1.02K
HMTV
Hemisphere Media Group, Inc.
Q2 2022 Filed on Aug 15, 2022
377
$3.77 - $7.93 $1.42K - $2.99K
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
12
$34.96 - $51.94 $420 - $623
HLI
Houlihan Lokey, Inc.

Financial Services
Q2 2022 Filed on Aug 15, 2022
23
$76.53 - $89.4 $1.76K - $2.06K
HUBS
Hubspot Inc

Technology
Q2 2022 Filed on Aug 15, 2022
89
$281.81 - $504.2 $25.1K - $44.9K
ITT
Itt Inc.

Industrials
Q2 2022 Filed on Aug 15, 2022
151
$64.33 - $76.25 $9.71K - $11.5K
LEA
Lear Corp

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
31
$120.14 - $143.2 $3.72K - $4.44K
AORT
Artivion, Inc.

Healthcare
Q2 2022 Filed on Aug 15, 2022
1,000
$15.73 - $22.91 $15.7K - $22.9K
RDNT
Rad Net, Inc.

Healthcare
Q2 2022 Filed on Aug 15, 2022
100
$16.8 - $22.68 $1.68K - $2.27K
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q2 2022 Filed on Aug 15, 2022
961
$47.98 - $60.79 $46.1K - $58.4K
O
Realty Income Corp

Real Estate
Q2 2022 Filed on Aug 15, 2022
1,234
$62.79 - $74.93 $77.5K - $92.5K
RF
Regions Financial Corp

Financial Services
Q2 2022 Filed on Aug 15, 2022
18
$18.42 - $22.09 $332 - $398
BA
Boeing CO

Industrials
Q2 2022 Filed on Aug 15, 2022
155
$115.86 - $191.18 $18K - $29.6K
WDIV
Spdr S&P Global Dividend ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
364
$60.54 - $68.42 $22K - $24.9K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
Q2 2022 Filed on Aug 15, 2022
577
$25.73 - $29.8 $14.8K - $17.2K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q2 2022 Filed on Aug 15, 2022
1,348
$67.79 - $84.74 $91.4K - $114K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
18
$71.75 - $98.22 $1.29K - $1.77K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
6,888
$40.72 - $45.21 $280K - $311K
AA
Alcoa Corp

Basic Materials
Q2 2022 Filed on Aug 15, 2022
6
$45.58 - $90.9 $273 - $545
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q2 2022 Filed on Aug 15, 2022
2,458
$59.32 - $74.72 $146K - $184K
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q2 2022 Filed on Aug 15, 2022
3,542
$29.16 - $29.7 $103K - $105K
HAL
Halliburton CO

Energy
Q2 2022 Filed on Aug 15, 2022
10
$30.04 - $42.97 $300 - $430
PNW
Pinnacle West Capital Corp

Utilities
Q2 2022 Filed on Aug 15, 2022
291
$65.92 - $80.49 $19.2K - $23.4K
KHC
Kraft Heinz CO

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
475
$35.58 - $44.29 $16.9K - $21K
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