Portfolio (Quarterly)
Guide ↗
Lloyd Advisory Services, LLC.
· CIK 0001802474| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | GSLC | GOLDMAN SACHS ETF TR | — | 14,378 | $1.9M | 0.74% | SOLD |
| 2 | PDP | INVESCO EXCHANGE TRADED FD T | — | 11,865 | $1.4M | 0.54% | SOLD |
| 3 | OEF | ISHARES TR | — | 2,475 | $849K | 0.33% | SOLD |
| 4 | TLTW | ISHARES TR | — | 22,537 | $511K | 0.20% | SOLD |
| 5 | LQDW | ISHARES TR | — | 19,946 | $490K | 0.19% | SOLD |
| 6 | BUCK | SIMPLIFY EXCHANGE TRADED FUN | — | 20,228 | $480K | 0.19% | SOLD |
| 7 | — | INNOVATOR ETFS TRUST | — | 12,952 | $347K | 0.14% | SOLD |
| 8 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | — | 16,233 | $336K | 0.13% | SOLD |
| 9 | PSTP | INNOVATOR ETFS TRUST | — | 8,622 | $305K | 0.12% | SOLD |
| 10 | APRW | AIM ETF PRODUCTS TRUST | — | 7,807 | $272K | 0.11% | SOLD |
| 11 | GIB | CGI INC | Technology | 2,841 | $262K | 0.10% | SOLD |
| 12 | SVOL | SIMPLIFY EXCHANGE TRADED FUN | — | 14,112 | $248K | 0.10% | SOLD |
| 13 | SPBX | AIM ETF PRODUCTS TRUST | — | 8,889 | $244K | 0.10% | SOLD |
| 14 | NGG | NATIONAL GRID PLC | Utilities | 3,058 | $237K | 0.09% | SOLD |
| 15 | SBAR | SIMPLIFY EXCHANGE TRADED FUN | — | 8,971 | $235K | 0.09% | SOLD |
| 16 | HIGH | SIMPLIFY EXCHANGE TRADED FUN | — | 10,460 | $233K | 0.09% | SOLD |
| 17 | FOXY | SIMPLIFY EXCHANGE TRADED FUN | — | 8,492 | $231K | 0.09% | SOLD |
| 18 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 1,062 | $222K | 0.09% | SOLD |
| 19 | TFC | TRUIST FINL CORP | Financial Services | 4,471 | $220K | 0.09% | SOLD |
| 20 | JUNW | AIM ETF PRODUCTS TRUST | — | 6,054 | $202K | 0.08% | SOLD |
Sector Allocation
Technology
27.4%
Financial Services
19.6%
Industrials
18.5%
Utilities
9.6%
Healthcare
4.8%
Energy
4.7%
Consumer Defensive
4.2%
Real Estate
3.8%
Consumer Cyclical
3.3%
Communication Services
2.7%