Lloyd Advisory Services, Llc. Portfolio Holdings by Sector
Lloyd Advisory Services, Llc.
- $85.5 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPLG VOO TYA IWY LTPZ IEMG VUG SPD 38 stocks |
$65,181
76.22% of portfolio
|
15
|
23
|
6
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3,928
4.59% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO AMD 3 stocks |
$3,920
4.58% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PLTR 3 stocks |
$1,977
2.31% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$1,444
1.69% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV JNJ AMGN PFE 4 stocks |
$1,189
1.39% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK SO NGG XEL 4 stocks |
$1,144
1.34% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$1,113
1.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM TTE CVX 3 stocks |
$823
0.96% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T 2 stocks |
$738
0.86% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB PNC TFC 3 stocks |
$666
0.78% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$635
0.74% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$394
0.46% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$383
0.45% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
GIB BBAI 2 stocks |
$382
0.45% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO 1 stocks |
$293
0.34% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ENB 1 stocks |
$251
0.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$241
0.28% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$236
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$235
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$204
0.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
AMCR 1 stocks |
$135
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|