Lloyd Advisory Services, Llc. Closed Holding Positions

Lloyd Advisory Services, Llc.

  • $110 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
DHI
Horton D R Inc

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
506
$60.56 - $76.66 $30.6K - $38.8K
FXO
First Tr Exchange Traded Fd Fi

ETFs
Q1 2022 Filed on May 02, 2022
1,166
$42.38 - $48.61 $49.4K - $56.7K
AC
Associated Capital Group, Inc.

Financial Services
Q1 2022 Filed on May 02, 2022
108
$37.03 - $46.35 $4K - $5.01K
Y
Alleghany Corp

Financial Services
Q1 2022 Filed on May 02, 2022
1
$598.73 - $860.0 $599 - $860
ZG
Zillow Group, Inc.

Communication Services
Q1 2022 Filed on May 02, 2022
0
$45.01 - $64.88 $0 - $0
SYNH
Syneos Health, Inc.

Healthcare
Q1 2022 Filed on May 02, 2022
427
$74.15 - $99.36 $31.7K - $42.4K
WEN
Wendy'S CO

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
144
$20.94 - $24.07 $3.02K - $3.47K
WPM
Wheaton Precious Metals Corp.

Basic Materials
Q1 2022 Filed on May 02, 2022
97
$38.56 - $49.13 $3.74K - $4.77K
SAGE
Sage Therapeutics, Inc.

Healthcare
Q1 2022 Filed on May 02, 2022
0
$30.71 - $45.71 $0 - $0
FWONA
Liberty Media Corp

Communication Services
Q1 2022 Filed on May 02, 2022
13
$51.03 - $63.17 $663 - $821
FWONK
Liberty Media Corp

Communication Services
Q1 2022 Filed on May 02, 2022
30
$56.24 - $69.84 $1.69K - $2.1K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q1 2022 Filed on May 02, 2022
2
$51.49 - $53.86 $103 - $108
LSXMA
Liberty Media Corp

Communication Services
Q1 2022 Filed on May 02, 2022
55
$44.06 - $52.46 $2.42K - $2.89K
IRT
Independence Realty Trust, Inc.

Real Estate
Q1 2022 Filed on May 02, 2022
2,303
$21.99 - $26.84 $50.6K - $61.8K
FNV
Franco Nevada Corp

Basic Materials
Q1 2022 Filed on May 02, 2022
62
$126.61 - $163.67 $7.85K - $10.1K
IEP
Icahn Enterprises L.P.

Industrials
Q1 2022 Filed on May 02, 2022
139
$51.12 - $55.6 $7.11K - $7.73K
HHC
Howard Hughes Corp

Real Estate
Q1 2022 Filed on May 02, 2022
62
$88.27 - $104.9 $5.47K - $6.5K
GBL
Gamco Investors, Inc. Et Al

Financial Services
Q1 2022 Filed on May 02, 2022
54
$20.58 - $24.79 $1.11K - $1.34K
DNP
Dnp Select Income Fund Inc

Financial Services
Q1 2022 Filed on May 02, 2022
372
$10.84 - $11.93 $4.03K - $4.44K
CVEO
Civeo Corp

Industrials
Q1 2022 Filed on May 02, 2022
326
$19.29 - $24.37 $6.29K - $7.94K
CME
Cme Group Inc.

Financial Services
Q1 2022 Filed on May 02, 2022
25
$220.13 - $250.76 $5.5K - $6.27K
Royal Dutch Shell PLC
Q1 2022 Filed on May 02, 2022
14
N/A
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
Q1 2022 Filed on May 02, 2022
6
$66.25 - $83.31 $398 - $500
CBOE
Cboe Global Markets, Inc.

Financial Services
Q1 2022 Filed on May 02, 2022
9
$112.94 - $128.46 $1.02K - $1.16K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q1 2022 Filed on May 02, 2022
2
$87.31 - $99.58 $175 - $199
IVOL
Kraneshares Tr Quadratic Int R

ETFs
Q1 2022 Filed on May 02, 2022
13,998
$25.49 - $27.2 $357K - $381K
BAM
Brookfield Asset Management Inc.

Financial Services
Q1 2022 Filed on May 02, 2022
32
$52.13 - $60.52 $1.67K - $1.94K
CDNS
Cadence Design Systems Inc

Technology
Q1 2022 Filed on May 02, 2022
297
$134.95 - $183.16 $40.1K - $54.4K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
Q1 2022 Filed on May 02, 2022
19
$183.62 - $220.82 $3.49K - $4.2K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q1 2022 Filed on May 02, 2022
412
$74.28 - $107.31 $30.6K - $44.2K
IEF
Ishares Barclays

ETFs
Q1 2022 Filed on May 02, 2022
3,834
$106.08 - $113.93 $407K - $437K
DFS
Discover Financial Services

Financial Services
Q1 2022 Filed on May 02, 2022
322
$101.35 - $129.4 $32.6K - $41.7K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 02, 2022
30
$85.68 - $96.69 $2.57K - $2.9K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q1 2022 Filed on May 02, 2022
85,245
$47.33 - $52.58 $4.03M - $4.48M
Wisdomtree Tr
Q1 2022 Filed on May 02, 2022
6,362
N/A
IXG
Ishares Global Fin'L ETF

ETFs
Q1 2022 Filed on May 02, 2022
929
$72.45 - $85.55 $67.3K - $79.5K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q1 2022 Filed on May 02, 2022
2
$100.7 - $108.94 $201 - $218
DJD
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 02, 2022
1
$43.44 - $46.74 $43.4 - $46.7
LDUR
Pimco Enhanced Low Duration Ac

ETFs
Q1 2022 Filed on May 02, 2022
3
$97.43 - $100.78 $292 - $302
STZ
Constellation Brands, Inc.

Consumer Defensive
Q4 2021 Filed on Jan 26, 2022
8
$211.62 - $250.97 $1.69K - $2.01K
GPN
Global Payments Inc

Industrials
Q4 2021 Filed on Jan 26, 2022
14
$117.86 - $161.31 $1.65K - $2.26K
PAYX
Paychex Inc

Industrials
Q4 2021 Filed on Jan 26, 2022
47
$115.01 - $137.38 $5.41K - $6.46K
TT
Trane Technologies PLC

Industrials
Q4 2021 Filed on Jan 26, 2022
15
$169.63 - $202.69 $2.54K - $3.04K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
Q4 2021 Filed on Jan 26, 2022
5
$55.6 - $57.0 $278 - $285
MU
Micron Technology Inc

Technology
Q4 2021 Filed on Jan 26, 2022
36
$66.38 - $96.17 $2.39K - $3.46K
IQV
Iqvia Holdings Inc.

Healthcare
Q4 2021 Filed on Jan 26, 2022
10
$238.37 - $282.61 $2.38K - $2.83K
VHT
Vanguard Health Care ETF

ETFs
Q4 2021 Filed on Jan 26, 2022
167
$243.71 - $267.51 $40.7K - $44.7K
TROW
Price T Rowe Group Inc

Financial Services
Q4 2021 Filed on Jan 26, 2022
14
$188.5 - $221.29 $2.64K - $3.1K
SHOP
Shopify Inc.

Technology
Q4 2021 Filed on Jan 26, 2022
44
$128.22 - $169.06 $5.64K - $7.44K
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