Lloyd Advisory Services, Llc. Portfolio Holdings by Sector
Lloyd Advisory Services, Llc.
- $111 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPLG VOO TYA ZROZ SIXO LTPZ IWY IUSG 44 stocks |
$90,479
85.32% of portfolio
|
  22  
|
  22  
|
  7  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,074
1.96% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$1,634
1.54% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,452
1.37% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,188
1.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Real Estate—Development | Real Estate
OZ 1 stocks |
$1,184
1.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ T 2 stocks |
$1,102
1.04% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$1,023
0.96% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV GILD BMY SNY 4 stocks |
$976
0.92% of portfolio
|
  3  
|
  1  
|
  3  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
SO DUK NGG 3 stocks |
$878
0.83% of portfolio
|
  1  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$633
0.6% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
GIB IBM 2 stocks |
$566
0.53% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$422
0.4% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
LRCX 1 stocks |
$408
0.38% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
USB HBAN 2 stocks |
$366
0.35% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$346
0.33% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$321
0.3% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$280
0.26% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
LYB 1 stocks |
$278
0.26% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
ENB 1 stocks |
$240
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
FSK 1 stocks |
$197
0.19% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|