Lloyd Advisory Services, Llc. Portfolio Holdings
Lloyd Advisory Services, Llc.
- $311 Million
- Q1 2024
Lloyd Advisory Services, Llc. has filed its 13F form on April 12, 2024 for Q1 2024 where it was disclosed a total value porftolio of $311 Million distributed in 128 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Pimco ETF Tr 1 5 Yr High Yield with a value of $50.6M, Ishares Trishares 0 3 Mnth Tre with a value of $28.6M, Janus Henderson Short Duration with a value of $18.2M, Spdr Bloomberg Convertible Sec with a value of $15.4M, and First Tr Morningstar Dividend with a value of $10.6M.
Examining the 13F form we can see an increase of $134M in the current position value, from $177M to 311M.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
---|