Lloyd Advisory Services, Llc. Closed Holding Positions

Lloyd Advisory Services, Llc.

  • $104 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
Q2 2022 Filed on Aug 15, 2022
2,166
$87.04 - $112.5 $189K - $244K
XLV
Select Sector Spdr Fund Health

ETFs
Q2 2022 Filed on Aug 15, 2022
403
$119.89 - $142.83 $48.3K - $57.6K
FEM
First Trust Emerging Markets A

ETFs
Q2 2022 Filed on Aug 15, 2022
258
$21.33 - $26.17 $5.5K - $6.75K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q2 2022 Filed on Aug 15, 2022
168
$99.2 - $114.57 $16.7K - $19.2K
XLY
Select Sector Spdr Consumer Di

ETFs
Q2 2022 Filed on Aug 15, 2022
420
$134.63 - $189.39 $56.5K - $79.5K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
1,263
$23.28 - $24.82 $29.4K - $31.3K
BK
Bank Of New York Mellon Corp

Financial Services
Q2 2022 Filed on Aug 15, 2022
892
$40.6 - $49.51 $36.2K - $44.2K
ATVI
Activision Blizzard, Inc.

Communication Services
Q2 2022 Filed on Aug 15, 2022
65
$73.93 - $80.82 $4.81K - $5.25K
IWL
Ishares Tr Russell 200 ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
1
$86.81 - $109.4 $86.8 - $109
SHV
Ishares Tr

ETFs
Q2 2022 Filed on Aug 15, 2022
46
$109.96 - $110.28 $5.06K - $5.07K
AOA
Ishares Tr Core Aggressive All

ETFs
Q2 2022 Filed on Aug 15, 2022
1,433
$58.69 - $69.52 $84.1K - $99.6K
BCE
Bce Inc

Communication Services
Q2 2022 Filed on Aug 15, 2022
4,028
$47.52 - $59.02 $191K - $238K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
Q2 2022 Filed on Aug 15, 2022
106
$55.42 - $64.55 $5.87K - $6.84K
KHC
Kraft Heinz CO

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
475
$35.58 - $44.29 $16.9K - $21K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q2 2022 Filed on Aug 15, 2022
1
$49.95 - $54.8 $50 - $54.8
BBY
Best Buy CO Inc

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
333
$65.19 - $97.79 $21.7K - $32.6K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
Q2 2022 Filed on Aug 15, 2022
767
$24.32 - $27.85 $18.7K - $21.4K
ICVT
Ishares Tr Convertible Bond Et

ETFs
Q2 2022 Filed on Aug 15, 2022
5,980
$68.08 - $84.61 $407K - $506K
SLV
I Shares Silver Trust

ETFs
Q2 2022 Filed on Aug 15, 2022
2,890
$18.64 - $23.87 $53.9K - $69K
AAL
American Airlines Group Inc.

Industrials
Q2 2022 Filed on Aug 15, 2022
11
$12.16 - $20.22 $134 - $222
MLPA
Global X Mlp ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
26
$35.66 - $43.89 $927 - $1.14K
AXP
American Express CO

Financial Services
Q2 2022 Filed on Aug 15, 2022
248
$137.5 - $188.46 $34.1K - $46.7K
AOK
Ishares Tr Core Conservative A

ETFs
Q2 2022 Filed on Aug 15, 2022
6
$33.89 - $37.78 $203 - $227
AMT
American Tower Corp

Real Estate
Q2 2022 Filed on Aug 15, 2022
363
$224.72 - $268.62 $81.6K - $97.5K
CMBS
Ishares Cmbs ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
790
$46.98 - $49.67 $37.1K - $39.2K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q2 2022 Filed on Aug 15, 2022
1,592
$61.85 - $78.06 $98.5K - $124K
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q2 2022 Filed on Aug 15, 2022
9,901
$38.3 - $43.06 $379K - $426K
FDT
First Trust Developed Markets

ETFs
Q2 2022 Filed on Aug 15, 2022
300
$47.89 - $58.64 $14.4K - $17.6K
DGRO
Ishares Core Dividend Growth E

ETFs
Q2 2022 Filed on Aug 15, 2022
76,213
$45.84 - $53.69 $3.49M - $4.09M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
130
$219.07 - $270.08 $28.5K - $35.1K
IWR
Ishares Russell Mid Cap ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
3,404
$62.75 - $78.76 $214K - $268K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q2 2022 Filed on Aug 15, 2022
3
$27.2 - $48.94 $81.6 - $147
FDN
First Tr Fd Dow Jones

ETFs
Q2 2022 Filed on Aug 15, 2022
138
$122.23 - $195.51 $16.9K - $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
OXY
Occidental Petroleum Corp

Energy
Q2 2022 Filed on Aug 15, 2022
1,476
$54.82 - $70.86 $80.9K - $105K
AOR
Ishares Tr Core Growth Allocat

ETFs
Q2 2022 Filed on Aug 15, 2022
31
$47.07 - $54.22 $1.46K - $1.68K
NSC
Norfolk Southern Corp

Industrials
Q2 2022 Filed on Aug 15, 2022
132
$221.47 - $269.82 $29.2K - $35.6K
FMF
First Trust Managed Futures St

ETFs
Q2 2022 Filed on Aug 15, 2022
187
$48.99 - $54.17 $9.16K - $10.1K
MLM
Martin Marietta Materials Inc

Basic Materials
Q2 2022 Filed on Aug 15, 2022
176
$297.3 - $385.06 $52.3K - $67.8K
NEE
Nextera Energy Inc

Utilities
Q2 2022 Filed on Aug 15, 2022
1,190
$68.51 - $87.08 $81.5K - $104K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
84
$113.44 - $123.09 $9.53K - $10.3K
VB
Vanguard Small Cap ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
9
$170.7 - $214.67 $1.54K - $1.93K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
Q2 2022 Filed on Aug 15, 2022
2,352
$45.73 - $49.5 $108K - $116K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
6,888
$40.72 - $45.21 $280K - $311K
IEFA
Ishares Tr

ETFs
Q2 2022 Filed on Aug 15, 2022
19
$57.91 - $70.46 $1.1K - $1.34K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q2 2022 Filed on Aug 15, 2022
124
$99.01 - $106.84 $12.3K - $13.2K
PKG
Packaging Corp Of America

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
152
$135.8 - $166.97 $20.6K - $25.4K
PXD
Pioneer Natural Resources CO

Energy
Q2 2022 Filed on Aug 15, 2022
204
$221.77 - $285.28 $45.2K - $58.2K
AVUV
American Centy ETF Tr Avantis

ETFs
Q2 2022 Filed on Aug 15, 2022
1,307
$67.93 - $81.74 $88.8K - $107K
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