Lloyd Advisory Services, Llc. Purchases in Q3 2025

Lloyd Advisory Services, Llc.

  • $85.5 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
53.1K
New
$28.92 - $32.19 $1.54M - $1.71M
53.1K $1.7M
MGC
Vanguard Mega Cap ETF

ETFs
6.39K
New
$224.2 - $245.55 $1.43M - $1.57M
6.39K $1.56M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.57K
New
$546.99 - $602.2 $1.4M - $1.54M
2.57K $1.54M
LVHI
Franklin International Low Vol

ETFs
36.6K
New
$32.69 - $35.19 $1.19M - $1.29M
36.6K $1.27M
AAPL
Apple Inc.

Technology
407
+ 2.71%
$202.38 - $256.87 $82.4K - $105K
15.4K $3.93M
ORCL
Oracle Corp

Technology
1.36K
New
$218.96 - $328.33 $297K - $445K
1.36K $381K
OEF
Ishares S&P 100 ETF

ETFs
1.29K
+ 117.97%
N/A
2.38K $632K
GOOG
Alphabet Inc.

Communication Services
1.06K
New
$175.16 - $255.24 $186K - $271K
1.06K $258K
TSLA
Tesla, Inc.

Consumer Cyclical
544
New
$293.94 - $444.72 $160K - $242K
544 $241K
USB
Us Bancorp \De\

Financial Services
4.75K
New
$43.94 - $50.41 $209K - $239K
4.75K $229K
PFE
Pfizer Inc

Healthcare
8.73K
New
$23.29 - $25.88 $203K - $226K
8.73K $222K
SLV
I Shares Silver Trust

ETFs
5.08K
New
$32.73 - $42.5 $166K - $216K
5.08K $215K
TFC
Truist Financial Corp

Financial Services
4.65K
New
$42.83 - $47.07 $199K - $219K
4.65K $212K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.14K
New
$86.92 - $99.32 $186K - $213K
2.14K $209K
XEL
Xcel Energy Inc

Utilities
2.57K
New
$67.56 - $80.65 $174K - $207K
2.57K $207K
PLD
Prologis, Inc.

Real Estate
1.79K
New
$104.08 - $115.35 $186K - $206K
1.79K $204K
VUG
Vanguard Growth ETF

ETFs
20
+ 0.54%
$433.97 - $484.08 $8.68K - $9.68K
3.71K $1.78M
GOOGL
Alphabet Inc.

Communication Services
233
+ 16.0%
$174.36 - $254.72 $40.6K - $59.3K
1.69K $410K
MSFT
Microsoft Corp

Technology
177
+ 7.17%
$491.09 - $535.64 $86.9K - $94.8K
2.65K $1.37M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.17K
+ 7.6%
$54.35 - $59.32 $63.8K - $69.6K
16.6K $983K
AMCR
Amcor PLC

Consumer Cyclical
16.6K
New
$7.97 - $9.94 $132K - $165K
16.6K $135K
JNJ
Johnson & Johnson

Healthcare
487
+ 35.09%
$155.17 - $185.42 $75.6K - $90.3K
1.88K $347K
AMZN
Amazon Com Inc

Consumer Cyclical
595
+ 25.87%
$211.65 - $238.24 $126K - $142K
2.9K $635K
QUAL
Ishares Msci Usa Quality Facto

ETFs
285
+ 4.54%
$182.33 - $194.5 $52K - $55.4K
6.56K $1.28M
IEMG
Ishares Inc

ETFs
2.29K
+ 6.54%
N/A
37.3K $2M
HD
Home Depot, Inc.

Consumer Cyclical
26
+ 0.96%
$357.4 - $423.42 $9.29K - $11K
2.75K $1.11M
GLD
Spdr Gold Trust

ETFs
193
+ 22.01%
$300.96 - $355.47 $58.1K - $68.6K
1.07K $380K
JPM
Jpmorgan Chase & CO

Financial Services
263
+ 27.63%
$282.78 - $316.06 $74.4K - $83.1K
1.22K $383K
META
Meta Platforms, Inc.

Communication Services
136
+ 14.75%
$695.21 - $791.73 $94.5K - $108K
1.06K $776K
AVGO
Broadcom Inc.

Technology
106
+ 10.94%
$264.74 - $369.57 $28.1K - $39.2K
1.08K $354K
ABBV
Abb Vie Inc.

Healthcare
10
+ 0.59%
$184.85 - $231.54 $1.85K - $2.32K
1.7K $392K
DUK
Duke Energy Corp

Utilities
476
+ 19.29%
$116.31 - $125.93 $55.4K - $59.9K
2.94K $364K
AMD
Advanced Micro Devices Inc

Technology
221
+ 13.03%
$134.8 - $184.42 $29.8K - $40.8K
1.92K $310K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
10K
+ 100.0%
$4.73 - $8.22 $47.3K - $82.2K
20K $130K
IVE
Ishares S&P 500 Value ETF

ETFs
100
+ 3.18%
$194.44 - $206.51 $19.4K - $20.7K
3.25K $670K
SO
Southern CO

Utilities
426
+ 12.89%
$90.83 - $96.0 $38.7K - $40.9K
3.73K $353K
CSCO
Cisco Systems, Inc.

Technology
470
+ 8.88%
$66.2 - $71.79 $31.1K - $33.7K
5.76K $394K
TTE
Total Energies Se

Energy
366
+ 10.02%
N/A
4.02K $275K
WMT
Walmart Inc.

Consumer Defensive
115
+ 5.3%
$94.4 - $104.27 $10.9K - $12K
2.28K $235K
XOM
Exxon Mobil Corp

Energy
47
+ 1.76%
$105.83 - $117.22 $4.97K - $5.51K
2.72K $306K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7
+ 1.51%
$459.11 - $506.91 $3.21K - $3.55K
471 $236K
SPTL
Spdr Portfolio Long Term Treas

ETFs
76
+ 0.36%
$25.67 - $27.21 $1.95K - $2.07K
21.3K $573K
VNLA
Janus Henderson Short Duration

ETFs
124
+ 2.52%
$48.99 - $49.29 $6.07K - $6.11K
5.04K $248K
Aim ETF Products Trust
274K
New
N/A
274K $0
Aim ETF Products Trust
571K
New
N/A
571K $0
Aim ETF Products Trust
458K
New
N/A
458K $0
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
272K
New
N/A
272K $0
First Tr Exchng Traded Fd Vi
105K
New
N/A
105K $0
Elevation Series Trust
125K
+ 40.87%
N/A
430K $0
Activity Summary
Buys All Purchases 59 New Holdings 24 Increased Positions 35 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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