Lloyd Advisory Services, Llc. Closed Holding Positions

Lloyd Advisory Services, Llc.

  • $85.5 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
FAAR
First Trust Vii Alternative Ab

ETFs
Q2 2022 Filed on Aug 15, 2022
323
$33.37 - $35.63 $10.8K - $11.5K
MLM
Martin Marietta Materials Inc

Basic Materials
Q2 2022 Filed on Aug 15, 2022
176
$297.3 - $385.06 $52.3K - $67.8K
GIS
General Mills Inc

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
2,046
$66.13 - $75.45 $135K - $154K
GM
General Motors CO

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
597
$31.42 - $43.18 $18.8K - $25.8K
AOR
Ishares Tr Core Growth Allocat

ETFs
Q2 2022 Filed on Aug 15, 2022
31
$47.07 - $54.22 $1.46K - $1.68K
HUBB
Hubbell Inc

Industrials
Q2 2022 Filed on Aug 15, 2022
51
$171.33 - $203.71 $8.74K - $10.4K
DIV
Global X Superdividend Us ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
968
$18.56 - $21.67 $18K - $21K
HAL
Halliburton CO

Energy
Q2 2022 Filed on Aug 15, 2022
10
$30.04 - $42.97 $300 - $430
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
Q2 2022 Filed on Aug 15, 2022
169
$34.73 - $48.59 $5.87K - $8.21K
IDXX
Idexx Laboratories Inc

Healthcare
Q2 2022 Filed on Aug 15, 2022
367
$327.37 - $553.44 $120K - $203K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
84
$113.44 - $123.09 $9.53K - $10.3K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q2 2022 Filed on Aug 15, 2022
124
$99.01 - $106.84 $12.3K - $13.2K
IWR
Ishares Russell Mid Cap ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
3,404
$62.75 - $78.76 $214K - $268K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
130
$219.07 - $270.08 $28.5K - $35.1K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q2 2022 Filed on Aug 15, 2022
1,592
$61.85 - $78.06 $98.5K - $124K
NEE
Nextera Energy Inc

Utilities
Q2 2022 Filed on Aug 15, 2022
1,190
$68.51 - $87.08 $81.5K - $104K
VOD
Vodafone Group Public LTD CO

Communication Services
Q2 2022 Filed on Aug 15, 2022
10,079
$14.57 - $17.56 $147K - $177K
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q2 2022 Filed on Aug 15, 2022
3,542
$29.16 - $29.7 $103K - $105K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q2 2022 Filed on Aug 15, 2022
3,594
$34.83 - $42.53 $125K - $153K
SLB
Schlumberger Limited

Energy
Q2 2022 Filed on Aug 15, 2022
2,847
$34.98 - $49.57 $99.6K - $141K
PARA
Paramount Global

Communication Services
Q2 2022 Filed on Aug 15, 2022
514
$39.36 - $55.39 $20.2K - $28.5K
VNQ
Vanguard Specialized Funds Van

ETFs
Q2 2022 Filed on Aug 15, 2022
2,166
$87.04 - $112.5 $189K - $244K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q2 2022 Filed on Aug 15, 2022
798
$70.31 - $80.24 $56.1K - $64K
XLV
Select Sector Spdr Fund Health

ETFs
Q2 2022 Filed on Aug 15, 2022
403
$119.89 - $142.83 $48.3K - $57.6K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q2 2022 Filed on Aug 15, 2022
168
$99.2 - $114.57 $16.7K - $19.2K
XLY
Select Sector Spdr Consumer Di

ETFs
Q2 2022 Filed on Aug 15, 2022
420
$134.63 - $189.39 $56.5K - $79.5K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
Q2 2022 Filed on Aug 15, 2022
697
$26.53 - $30.53 $18.5K - $21.3K
XLF
Financial Sector Spdr

ETFs
Q2 2022 Filed on Aug 15, 2022
1,637
$30.84 - $38.22 $50.5K - $62.6K
XLK
Technology Sector Spdr

ETFs
Q2 2022 Filed on Aug 15, 2022
743
$123.49 - $161.47 $91.8K - $120K
TRP
Tc Energy Corp

Energy
Q2 2022 Filed on Aug 15, 2022
2,118
$50.11 - $59.05 $106K - $125K
SYY
Sysco Corp

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
1,045
$76.98 - $89.74 $80.4K - $93.8K
SHW
Sherwin Williams CO

Basic Materials
Q2 2022 Filed on Aug 15, 2022
164
$218.95 - $282.53 $35.9K - $46.3K
WM
Waste Management Inc

Industrials
Q2 2022 Filed on Aug 15, 2022
512
$140.65 - $169.65 $72K - $86.9K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q2 2022 Filed on Aug 15, 2022
1,957
$43.6 - $47.89 $85.3K - $93.7K
OXY
Occidental Petroleum Corp

Energy
Q2 2022 Filed on Aug 15, 2022
1,476
$54.82 - $70.86 $80.9K - $105K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
Q2 2022 Filed on Aug 15, 2022
243
$43.9 - $49.69 $10.7K - $12.1K
PKG
Packaging Corp Of America

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
152
$135.8 - $166.97 $20.6K - $25.4K
PNW
Pinnacle West Capital Corp

Utilities
Q2 2022 Filed on Aug 15, 2022
291
$65.92 - $80.49 $19.2K - $23.4K
RDNT
Rad Net, Inc.

Healthcare
Q2 2022 Filed on Aug 15, 2022
100
$16.8 - $22.68 $1.68K - $2.27K
O
Realty Income Corp

Real Estate
Q2 2022 Filed on Aug 15, 2022
1,234
$62.79 - $74.93 $77.5K - $92.5K
RF
Regions Financial Corp

Financial Services
Q2 2022 Filed on Aug 15, 2022
18
$18.42 - $22.09 $332 - $398
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q2 2022 Filed on Aug 15, 2022
4,416
$38.16 - $45.36 $169K - $200K
WDIV
Spdr S&P Global Dividend ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
364
$60.54 - $68.42 $22K - $24.9K
WY
Weyerhaeuser CO

Real Estate
Q2 2022 Filed on Aug 15, 2022
1,787
$32.77 - $42.22 $58.6K - $75.4K
WU
Western Union CO

Financial Services
Q2 2022 Filed on Aug 15, 2022
1,495
$15.47 - $19.82 $23.1K - $29.6K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
Q2 2022 Filed on Aug 15, 2022
577
$25.73 - $29.8 $14.8K - $17.2K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q2 2022 Filed on Aug 15, 2022
1,348
$67.79 - $84.74 $91.4K - $114K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q2 2022 Filed on Aug 15, 2022
2,458
$59.32 - $74.72 $146K - $184K
SYK
Stryker Corp

Healthcare
Q2 2022 Filed on Aug 15, 2022
3
$194.09 - $276.37 $582 - $829
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