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CIK: 0001802474
Total reported value
$258.0M
$258.0M
100 檔
33.8%
As reported in its official Q4 2024 Form 13F filing, Lloyd Advisory Services, LLC.'s tracked investment portfolio stood at $258.0M with 100 total positions.
During Q4 2024, Lloyd Advisory Services, LLC.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 13.04% | +8.08% | -9.19% | |
| 2 | DECW | Alianzim US Eq Bfr20 Dec-usd | ETF-Other | 8.55% | +0.33% | — | |
| 3 | SIXO | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 7.40% | -0.27% | +294.31% | |
| 4 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-Other | 6.88% | +0.41% | — | |
| 5 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 5.48% | +5.15% | +35.93% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.42% | +0.22% | -7.26% | |
| 7 | OCTW | Alianzim US Eq Bfr20 Oct-usd | ETF-Other | 5.20% | -0.24% | — | |
| 8 | GDEC | Ft Vest US Equity Moderate B | ETF-Other | 3.15% | — | NEW | |
| 9 | BILZ | Pimco Ultra Shrt Govt Active | ETF-Other | 3.08% | +3.65% | -53.31% | |
| 10 | QBER | Trueshares Quartly B Hdg ETF | ETF-Other | 2.39% | +0.31% | +1.86% | |
| 11 | ✓ | Listed Fd Tr | Stock-Other | 2.08% | — | -4.21% | |
| 12 | TYA | Simplify Intermediate Term | ETF-Other | 2.05% | +0.10% | +6.22% | |
| 13 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-Other | 1.63% | +0.70% | -0.20% | |
| 14 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 1.52% | +1.56% | -4.11% | |
| 15 | QBUL | Trueshare Qrt Bull Hdge ETF | ETF-Other | 1.51% | +0.03% | +0.03% | |
| 16 | SMAX | Ishares L Cap Mb Sep ETF | ETF-Other | 1.29% | — | EXIT | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.08% | -0.10% | +2.20% | |
| 18 | FPX | First Trust US Equity Opport | ETF-Other | 0.91% | +0.54% | -0.49% | |
| 19 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.89% | — | -3.77% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.88% | -0.01% | +304.56% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.88% | -1.15% | +2.35% | |
| 22 | TMFC | Motley Fool 100 Index ETF | ETF-Large Cap & Growth | 0.87% | — | — | |
| 23 | BUCK | Simplify Treasury Option Inc | ETF-Gov Bonds | 0.81% | +0.25% | NEW | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.80% | -0.01% | EXIT | |
| 25 | ✓ | Listed Fd Tr | Stock-Other | 0.80% | — | +3.60% | |
| 26 | ✓ | Listed Fd Tr | Stock-Other | 0.78% | — | +0.17% | |
| 27 | ✓ | Listed Fd Tr | Stock-Other | 0.77% | — | -3.39% | |
| 28 | ✓ | Listed Fd Tr | Stock-Other | 0.77% | — | -2.17% | |
| 29 | SPD | Simplify US Eqty Plus Down | ETF-Other | 0.77% | +0.63% | -5.19% | |
| 30 | ✓ | Listed Fd Tr | Stock-Other | 0.77% | — | -2.14% | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.73% | -0.02% | — | |
| 32 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.73% | +0.62% | — | |
| 33 | ✓ | Listed Fd Tr | Stock-Other | 0.72% | — | — | |
| 34 | CMDT | Pimco Commodity Active Strat | ETF-Commodities | 0.71% | — | NEW | |
| 35 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.69% | +0.01% | NEW | |
| 36 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.64% | -0.04% | -3.21% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.63% | -2.33% | +87.57% | |
| 38 | OZ | Belpointe Prep Llc- Class A | Stock-Other | 0.63% | — | — | |
| 39 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.58% | -11.07% | -60.16% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.51% | -0.03% | -7.06% | |
| 41 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.49% | +0.02% | -2.36% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | +0.21% | +0.12% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.44% | +0.60% | -6.92% | |
| 44 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.43% | +0.69% | -6.38% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | +0.10% | -8.99% | |
| 46 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.39% | -3.39% | +13.89% | |
| 47 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.33% | -7.16% | +1.18% | |
| 48 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.29% | -0.01% | +8.77% | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.28% | +0.11% | +5.38% | |
| 50 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.25% | +0.27% | -2.73% |
According to official SEC Form 13F filings, Lloyd Advisory Services, LLC. reported a total U.S. public equity portfolio value of $258.0M across 100 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, DECW, SIXO) accounted for 33.8% of total reported equity market value during Q4 2024.
During Q4 2024, Lloyd Advisory Services, LLC.'s top holdings by market value included SPYM (13.0%)、DECW (8.6%)、SIXO (7.4%). The largest single position, SPYM, represented 13.0% of total portfolio value.
In Q4 2024, Lloyd Advisory Services, LLC. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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