Lloyd Advisory Services, Llc. Portfolio Holdings

Lloyd Advisory Services, Llc.

  • $104 Million
  • Q2 2025

Lloyd Advisory Services, Llc. has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $104 Million distributed in 99 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 $24.2M, Aim ETF Tr Allianzim Us Lg Cap with a value of $14.9M, Simplify Exchange Traded Fds S with a value of $8.09M, Vanguard Index Fds S&P 500 ETF with a value of $6.61M, and Apple Inc. with a value of $3.08M.

Examining the 13F form we can see an decrease of $5.95M in the current position value, from $110M to 104M.

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 $104 Million
ETFs: $84.6 Million
Technology: $8.58 Million
Communication Services: $1.99 Million
Consumer Cyclical: $1.5 Million
Consumer Defensive: $1.07 Million
Energy: $994,000
Financial Services: $945,000
Utilities: $833,000
Other: $759,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $104 Million
  • Prior Value $110 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 24 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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