Lloyd Advisory Services, Llc. Portfolio Holdings

Lloyd Advisory Services, Llc.

  • $111 Million
  • Q3 2024

Lloyd Advisory Services, Llc. has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $111 Million distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $29.7M, Vanguard Index Fds S&P 500 ETF with a value of $12.1M, Simplify Exchange Traded Fds S with a value of $4.21M, Pimco ETF Tr 25+ Yr Zero Cpn U with a value of $4.15M, and Aim ETF Tr Allianzim Us Lg Cap with a value of $3.88M.

Examining the 13F form we can see an decrease of $1.14M in the current position value, from $112M to 111M.

Lloyd Advisory Services, Llc. is based out at Suwanee, GA

Below you can find more details about Lloyd Advisory Services, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $111 Million
ETFs: $91.9 Million
Technology: $6.15 Million
Communication Services: $1.42 Million
Consumer Cyclical: $1.37 Million
Real Estate: $1.18 Million
Consumer Defensive: $1.06 Million
Healthcare: $976,000
Utilities: $878,000
Other: $1.08 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$270M
$1.18 Million 1.07% of portfolio
17,158
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $111 Million
  • Prior Value $112 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 10, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 22 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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