Lloyd Advisory Services, Llc. Sells in Q1 2025

Lloyd Advisory Services, Llc.

  • $110 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-53.1K
- 13.3%
$64.88 - $72.1 $3.44M - $3.83M
346K $22.6M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-46.4K
- 92.53%
$65.49 - $74.67 $3.04M - $3.47M
3.75K $264K
OZ
Belpointe Prep, LLC

Real Estate
-13.4K
- 78.34%
$60.5 - $78.04 $813K - $1.05M
3.72K $241K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-774
- 3.65%
$507.05 - $563.67 $392K - $436K
20.4K $10.4M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
-12K
- 2.5%
$31.51 - $33.34 $379K - $401K
470K $14.8M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
-15.4K
- 24.96%
$50.99 - $55.74 $785K - $858K
46.3K $2.51M
VGSH
Vanguard

ETFs
-5.32K
- 49.9%
$58.07 - $58.69 $309K - $312K
5.35K $313K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-881
- 11.55%
$168.16 - $186.21 $148K - $164K
6.75K $1.14M
MSFT
Microsoft Corp

Technology
-239
- 9.31%
$375.39 - $447.2 $89.7K - $107K
2.33K $873K
IVW
Ishares S&P 500 Growth ETF

ETFs
-893
- 9.87%
$92.45 - $106.69 $82.6K - $95.3K
8.16K $754K
JANZ
Listed Fds Tr Trueshares Struc

ETFs
-1.59K
- 3.25%
$32.81 - $35.43 $52.2K - $56.3K
47.4K $1.57M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.27K
- 7.19%
$48.06 - $53.73 $61.1K - $68.3K
16.4K $795K
EFG
Msci Eafe Growth ETF

ETFs
-1.45K
- 16.97%
$96.1 - $106.37 $139K - $154K
7.08K $713K
MARZ
Listed Fds Tr Trueshares Struc

ETFs
-1.65K
- 3.18%
$29.97 - $32.52 $49.5K - $53.7K
50.3K $1.52M
IVV
Ishares Core S&P 500 ETF

ETFs
-97
- 6.75%
$554.06 - $615.85 $53.7K - $59.7K
1.34K $747K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-1.76K
- 19.42%
$50.48 - $51.04 $88.7K - $89.7K
7.29K $369K
IYW
Ishares Dj Us Tech ETF

ETFs
-166
- 8.83%
$140.44 - $166.79 $23.3K - $27.7K
1.71K $241K
IEMG
Ishares Inc

ETFs
-1.05K
- 4.1%
N/A
24.5K $1.31M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-553
- 13.66%
$100.32 - $100.76 $55.5K - $55.7K
3.49K $351K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-4.32K
- 16.42%
$18.36 - $20.51 $79.3K - $88.6K
22K $438K
GIB
Cgi Inc

Technology
-165
- 5.5%
$98.12 - $122.43 $16.2K - $20.2K
2.83K $282K
JULZ
Listed Fds Tr Trueshares Struc

Technology
-1.16K
- 2.98%
N/A
37.8K $1.47M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-222
- 3.71%
$67.03 - $74.61 $14.9K - $16.6K
5.76K $389K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-534
- 9.33%
$54.25 - $57.64 $29K - $30.8K
5.19K $286K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-1.14K
- 6.1%
$25.54 - $27.64 $29.2K - $31.6K
17.6K $476K
BMY
Bristol Myers Squibb CO

Healthcare
-508
- 12.95%
$53.9 - $63.11 $27.4K - $32.1K
3.42K $208K
GILD
Gilead Sciences, Inc.

Healthcare
-512
- 21.21%
$89.14 - $117.41 $45.6K - $60.1K
1.9K $213K
ENB
Enbridge Inc

Energy
-256
- 4.84%
$41.54 - $45.45 $10.6K - $11.6K
5.04K $223K
Pimco ETF Tr
-30.3K
- 47.06%
N/A
34.1K $0
First Tr Exchng Traded Fd Vi
-5.8K
- 2.94%
N/A
191K $0
AZAJ
Aim ETF Prods Tr Allianzim Us

ETFs
-13
- 0.19%
N/A
6.89K $0
NOVZ
Listed Fds Tr Trueshares Struc
-1.34K
- 3.3%
N/A
39.3K $0
Aim ETF Products Trust
-19.5K
- 3.29%
N/A
574K $0
Elevation Series Trust
-10.4K
- 5.11%
N/A
194K $0
Listed Fd Tr
-1.4K
- 2.93%
N/A
46.5K $0
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
-9.71K
- 2.25%
N/A
422K $0
Listed Fd Tr
-427
- 1.1%
N/A
38.3K $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
-9.21K
- 2.99%
N/A
299K $0
Listed Fd Tr
-4.54K
- 3.83%
N/A
114K $0
Elevation Series Trust
-6.06K
- 4.71%
N/A
123K $0
IWX
Ishares Tr Russell 200 Value E

ETFs
-104
- 1.17%
$78.54 - $84.86 $8.17K - $8.83K
8.79K $714K
DUK
Duke Energy Corp

Utilities
-157
- 5.97%
$105.87 - $121.97 $16.6K - $19.1K
2.47K $301K
IDEV
Ishares Core Msci Intl Develop

ETFs
-530
- 3.28%
$63.77 - $71.36 $33.8K - $37.8K
15.6K $1.09M
VZ
Verizon Communications Inc

Communication Services
-818
- 5.45%
$37.81 - $46.49 $30.9K - $38K
14.2K $643K
T
At&T Inc.

Communication Services
-1.08K
- 5.62%
$21.56 - $28.28 $23.2K - $30.4K
18K $510K
Activity Summary
Buys All Purchases 51 New Holdings 22 Increased Positions 29 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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