Lloyd Advisory Services, Llc. Incresed Positions in Q4 2024

Lloyd Advisory Services, Llc.

  • $117 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
360K
+ 294.31%
$31.55 - $32.84 $11.4M - $11.8M
482K $15.6M
IEMG
Ishares Inc

ETFs
11.9K
+ 87.57%
N/A
25.5K $1.37M
TYA
Simplify Exchange Traded Fds S

ETFs
20.6K
+ 6.22%
N/A
352K $4.47M
NVDA
Nvidia Corp

Technology
316
+ 2.35%
$117.0 - $148.88 $37K - $47K
13.8K $1.85M
AAPL
Apple Inc.

Technology
196
+ 2.2%
$221.69 - $259.02 $43.5K - $50.8K
9.1K $2.28M
SCHG
Schwab Strategic Tr Us Large C

ETFs
50.3K
+ 304.56%
$25.93 - $105.3 $1.3M - $5.29M
66.8K $1.86M
IWF
Ishares Russell 1000 Gr ETF

ETFs
36
+ 0.86%
$370.24 - $418.94 $13.3K - $15.1K
4.21K $1.69M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.38K
+ 29.96%
$69.3 - $74.3 $95.5K - $102K
5.98K $427K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.02K
+ 28.76%
$50.62 - $50.97 $102K - $103K
9.05K $458K
WMT
Walmart Inc.

Consumer Defensive
117
+ 2.24%
$79.1 - $95.7 $9.25K - $11.2K
5.35K $483K
VGSH
Vanguard

ETFs
860
+ 8.77%
$58.02 - $58.88 $49.9K - $50.6K
10.7K $620K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
389
+ 10.63%
$100.22 - $100.73 $39K - $39.2K
4.05K $406K
FSK
Fs Kkr Capital Corp

Financial Services
667
+ 6.66%
$19.71 - $22.22 $13.1K - $14.8K
10.7K $232K
EFG
Msci Eafe Growth ETF

ETFs
1.04K
+ 13.89%
$96.83 - $106.88 $101K - $111K
8.53K $825K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
34
+ 1.45%
$91.29 - $91.8 $3.1K - $3.12K
2.38K $217K
TUA
Simpl Exch Traded Fds Sht Term
144K
+ 35.93%
N/A
545K $0
Elevation Series Trust
39
+ 0.03%
N/A
129K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
823
+ 4.67%
N/A
18.5K $0
Elevation Series Trust
3.72K
+ 1.86%
N/A
204K $0
Listed Fd Tr
80
+ 0.17%
N/A
47.9K $0
LQDW
Ishares Tr Invt Grade Corporat
249
+ 1.55%
N/A
16.3K $0
IWS
Ishares Russell Midcap Value E

ETFs
3
+ 0.12%
$128.08 - $140.32 $384 - $421
2.54K $327K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
253
+ 2.96%
$50.14 - $52.56 $12.7K - $13.3K
8.81K $442K
IVE
Ishares S&P 500 Value ETF

ETFs
15
+ 0.71%
$189.5 - $206.17 $2.84K - $3.09K
2.12K $404K
IWX
Ishares Tr Russell 200 Value E

ETFs
104
+ 1.18%
$78.25 - $85.17 $8.14K - $8.86K
8.9K $702K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
153
+ 1.51%
$45.17 - $47.23 $6.91K - $7.23K
10.3K $466K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
258
+ 4.72%
$55.45 - $61.08 $14.3K - $15.8K
5.73K $317K
GIB
Cgi Inc

Technology
2
+ 0.07%
$107.0 - $116.25 $214 - $233
3K $327K
EFV
Msci Eafe Value ETF

ETFs
100
+ 1.48%
$51.78 - $57.15 $5.18K - $5.72K
6.85K $359K
VZ
Verizon Communications Inc

Communication Services
766
+ 5.38%
$39.6 - $45.21 $30.3K - $34.6K
15K $600K
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.12%
$385.02 - $431.37 $1.16K - $1.29K
2.53K $984K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
13.2K
+ 99.97%
$18.41 - $40.87 $242K - $538K
26.3K $486K
Activity Summary
Buys All Purchases 58 New Holdings 25 Increased Positions 33 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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