The Analysis of Lloyd Advisory Services, LLC.'s Holdings


Currently, Lloyd Advisory Services, LLC. holds 99 types of securities in its portfolio with a total value $212.5M. In the most recent quarter, they have increased their positions in SIXP (+571.2K shares, valued at $17.6M), SEPW (+457.5K shares, valued at $14.4M), JULW (+271.6K shares, valued at $10.4M); decreased their positions in JANW (-399.0K shares, valued at $14.4M), TYA (-323.3K shares, valued at $4.4M), SPYM (-24.0K shares, valued at $1.9M); initiated new positions in SIXP (+571.2K shares, valued at $17.6M), SEPW (+457.5K shares, valued at $14.4M), JULW (+271.6K shares, valued at $10.4M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST308.7K shares-7.23%2025-09-302025-10-30history
SIXP AIM ETF PRODUCTS TRUST571.2K sharesnew addition2025-09-302025-10-30history
DECW AIM ETF PRODUCTS TRUST520.4K shares-5.62%2025-09-302025-10-30history
SEPW AIM ETF PRODUCTS TRUST457.5K sharesnew addition2025-09-302025-10-30history
TUA SIMPLIFY EXCHANGE TRADED FUN624.5K shares0.43%2025-09-302025-10-30history
QBER ELEVATION SERIES TRUST430.0K shares40.87%2025-09-302025-10-30history
JULW AIM ETF PRODUCTS TRUST271.6K sharesnew addition2025-09-302025-10-30history
DECU AIM ETF PRODUCTS TRUST273.8K sharesnew addition2025-09-302025-10-30history
Sponsored
SEPZ ELEVATION SERIES TRUST173.6K sharesnew addition2025-09-302025-10-30history
VOO VANGUARD INDEX FDS11.2K shares-3.43%2025-09-302025-10-30history
ONEZ ELEVATION SERIES TRUST238.2K shares88.96%2025-09-302025-10-30history
BILZ PIMCO ETF TR57.3K shares119.44%2025-09-302025-10-30history
TYA SIMPLIFY EXCHANGE TRADED FUN313.4K shares-50.78%2025-09-302025-10-30history
GJUL FIRST TR EXCHNG TRADED FD VI105.0K sharesnew addition2025-09-302025-10-30history
NVDA NVIDIA CORPORATION17.5K shares-1.08%2025-09-302025-10-30history
DECZ ELEVATION SERIES TRUST77.6K sharesnew addition2025-09-302025-10-30history
Sponsored
IWY ISHARES TR10.3K shares-1.98%2025-09-302025-10-30history
AAPL APPLE INC15.4K shares2.71%2025-09-302025-10-30history
LTPZ PIMCO ETF TR47.2K shares-1.06%2025-09-302025-10-30history
IEMG ISHARES INC37.3K shares6.54%2025-09-302025-10-30history
ILCG ISHARES TR18.4K shares-6.17%2025-09-302025-10-30history
VUG VANGUARD INDEX FDS3.7K shares0.54%2025-09-302025-10-30history
SPD SIMPLIFY EXCHANGE TRADED FUN44.7K shares-2.39%2025-09-302025-10-30history
SCHG SCHWAB STRATEGIC TR53.1K sharesnew addition2025-09-302025-10-30history
Sponsored
SPYC SIMPLIFY EXCHANGE TRADED FUN38.0K shares-2.60%2025-09-302025-10-30history
SCEC CAPITOL SER TR63.6K shares-8.31%2025-09-302025-10-30history
JULU AIM ETF PRODUCTS TRUST54.4K shares-19.24%2025-09-302025-10-30history
MGC VANGUARD WORLD FD6.4K sharesnew addition2025-09-302025-10-30history
QQQ INVESCO QQQ TR2.6K sharesnew addition2025-09-302025-10-30history
MSFT MICROSOFT CORP2.6K shares7.17%2025-09-302025-10-30history
QUAL ISHARES TR6.6K shares4.54%2025-09-302025-10-30history
LVHI LEGG MASON ETF INVT36.5K sharesnew addition2025-09-302025-10-30history
Sponsored
IDEV ISHARES TR14.6K shares-4.19%2025-09-302025-10-30history
HD HOME DEPOT2.7K shares0.96%2025-09-302025-10-30history
DYNF BLACKROCK ETF TRUST16.6K shares7.60%2025-09-302025-10-30history
IVW ISHARES TR7.6K shares-4.84%2025-09-302025-10-30history
IVV ISHARES TR1.3K shares-6.89%2025-09-302025-10-30history
OEF ISHARES TR2.4K shares117.97%2025-09-302025-10-30history
META META PLATFORMS INC1.1K shares14.75%2025-09-302025-10-30history
IWX ISHARES TR8.7K shares-1.76%2025-09-302025-10-30history
Sponsored
IVE ISHARES TR3.2K shares3.18%2025-09-302025-10-30history
AMZN AMAZON COM INC2.9K shares25.87%2025-09-302025-10-30history
EFG ISHARES TR5.4K shares-14.00%2025-09-302025-10-30history
SPTL SPDR SERIES TRUST21.3K shares0.36%2025-09-302025-10-30history
PYLD PIMCO ETF TR19.5K shares-17.19%2025-09-302025-10-30history
SCHF SCHWAB STRATEGIC TR21.9K shares-32.18%2025-09-302025-10-30history
TLTW ISHARES TR20.4K shares11.03%2025-09-302025-10-30history
EFV ISHARES TR6.9K shares-4.79%2025-09-302025-10-30history
Sponsored
LQDW ISHARES TR18.1K shares10.00%2025-09-302025-10-30history
IWS ISHARES TR3.0K shares-3.46%2025-09-302025-10-30history
GOOGL ALPHABET INC1.7K shares16.00%2025-09-302025-10-30history
CSCO CISCO SYS INC5.8K shares8.88%2025-09-302025-10-30history
ABBV ABBVIE INC1.7K shares0.59%2025-09-302025-10-30history
VZ VERIZON COMMUNICATIONS INC8.7K shares-33.29%2025-09-302025-10-30history
JPM JPMORGAN CHASE & CO.1.2K shares27.63%2025-09-302025-10-30history
ORCL ORACLE CORP1.4K sharesnew addition2025-09-302025-10-30history
Sponsored
GLD SPDR GOLD TR1.1K shares22.01%2025-09-302025-10-30history
DUK DUKE ENERGY CORP NEW2.9K shares19.29%2025-09-302025-10-30history
T AT&T INC12.6K shares-25.73%2025-09-302025-10-30history
AVGO BROADCOM INC1.1K shares10.94%2025-09-302025-10-30history
SO SOUTHERN CO3.7K shares12.89%2025-09-302025-10-30history
JNJ JOHNSON & JOHNSON1.9K shares35.09%2025-09-302025-10-30history
VGSH VANGUARD SCOTTSDALE FDS5.8K shares-9.31%2025-09-302025-10-30history
THRO BLACKROCK ETF TRUST8.7K shares-0.21%2025-09-302025-10-30history
Sponsored
JAAA JANUS DETROIT STR TR6.5K shares-21.20%2025-09-302025-10-30history
BAI BLACKROCK ETF TRUST9.6K sharesnew addition2025-09-302025-10-30history
MINT PIMCO ETF TR3.2K shares-6.60%2025-09-302025-10-30history
MTUM ISHARES TR1.3K shares-84.15%2025-09-302025-10-30history
SPTM SPDR SERIES TRUST3.9K shares-27.77%2025-09-302025-10-30history
AMD ADVANCED MICRO DEVICES INC1.9K shares13.03%2025-09-302025-10-30history
XOM EXXON MOBIL CORP2.7K shares1.76%2025-09-302025-10-30history
MO ALTRIA GROUP INC4.4K shares-24.04%2025-09-302025-10-30history
Sponsored
GOOG ALPHABET INC1.1K sharesnew addition2025-09-302025-10-30history
GIB CGI INC2.8K shares0.11%2025-09-302025-10-30history
ENB ENBRIDGE INC5.0K shares-0.10%2025-09-302025-10-30history
VNLA JANUS DETROIT STR TR5.0K shares2.52%2025-09-302025-10-30history
CVX CHEVRON CORP NEW1.6K shares-3.34%2025-09-302025-10-30history
JANW AIM ETF PRODUCTS TRUST6.7K shares-98.35%2025-09-302025-10-30history
TSLA TESLA INC544 sharesnew addition2025-09-302025-10-30history
LDUR PIMCO ETF TR2.5K shares-23.93%2025-09-302025-10-30history
Sponsored
TTE TOTALENERGIES SE4.0K shares10.02%2025-09-302025-10-30history
BRK.B BERKSHIRE HATHAWAY INC DEL471 shares1.51%2025-09-302025-10-30history
WMT WALMART INC2.3K shares5.30%2025-09-302025-10-30history
USB US BANCORP DEL4.8K sharesnew addition2025-09-302025-10-30history
AMGN AMGEN INC810 shares-3.80%2025-09-302025-10-30history
PLTR PALANTIR TECHNOLOGIES INC1.2K sharesnew addition2025-09-302025-10-30history
PNC PNC FINL SVCS GROUP INC1.1K shares-3.78%2025-09-302025-10-30history
PFE PFIZER INC.8.7K sharesnew addition2025-09-302025-10-30history
Sponsored
NGG NATIONAL GRID PLC3.0K shares-5.44%2025-09-302025-10-30history
ZROZ PIMCO ETF TR3.2K shares-5.56%2025-09-302025-10-30history
VFLO VICTORY PORTFOLIOS II5.8K shares-27.68%2025-09-302025-10-30history
SLV ISHARES SILVER TR5.1K sharesnew addition2025-09-302025-10-30history
TFC TRUIST FINL CORP4.7K sharesnew addition2025-09-302025-10-30history
BIL SPDR SERIES TRUST2.3K shares-2.15%2025-09-302025-10-30history
VTWO VANGUARD SCOTTSDALE FDS2.1K sharesnew addition2025-09-302025-10-30history
XEL XCEL ENERGY INC2.6K sharesnew addition2025-09-302025-10-30history
Sponsored
PLD PROLOGIS INC.1.8K sharesnew addition2025-09-302025-10-30history
AMCR AMCOR PLC16.6K sharesnew addition2025-09-302025-10-30history
BBAI BIGBEAR AI HLDGS INC20.0K shares100.00%2025-09-302025-10-30history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available