Portfolio (Quarterly)
Guide ↗
Lloyd Advisory Services, LLC.
· CIK 0001802474| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 181 | IVZ | INVESCO LTD | Financial Services | 29 | $755.0 | — | SOLD |
| 182 | EDV | VANGUARD WORLD FD | — | 11 | $745.0 | — | SOLD |
| 183 | CTVA | CORTEVA INC | Basic Materials | 11 | $737.0 | — | SOLD |
| 184 | WSO | WATSCO INC | Industrials | 2 | $731.0 | — | SOLD |
| 185 | FNF | FIDELITY NATIONAL FINANCIAL | Financial Services | 12 | $674.0 | — | SOLD |
| 186 | F | FORD MTR CO | Consumer Cyclical | 51 | $663.0 | — | SOLD |
| 187 | PFG | PRINCIPAL FINANCIAL GROUP IN | Financial Services | 7 | $589.0 | — | SOLD |
| 188 | LNT | ALLIANT ENERGY CORP | Utilities | 9 | $576.0 | — | SOLD |
| 189 | DTE | DTE ENERGY CO | Utilities | 3 | $426.0 | — | SOLD |
| 190 | FBT | FIRST TR EXCHANGE-TRADED FD | — | 2 | $414.0 | — | SOLD |
| 191 | GBIL | GOLDMAN SACHS ETF TR | — | 4 | $400.0 | — | SOLD |
| 192 | DVN | DEVON ENERGY CORP NEW | Energy | 11 | $390.0 | — | SOLD |
| 193 | FIIG | FIRST TR EXCHANGE-TRADED FD | — | 16 | $332.0 | — | SOLD |
| 194 | LYB | LYONDELLBASELL INDUSTRIES N | Basic Materials | 7 | $319.0 | — | SOLD |
| 195 | MARW | AIM ETF PRODUCTS TRUST | — | 7 | $240.0 | — | SOLD |
| 196 | FXH | FIRST TR EXCHANGE TRADED FD | — | 2 | $228.0 | — | SOLD |
| 197 | DFAI | DIMENSIONAL ETF TRUST | — | 6 | $212.0 | — | SOLD |
| 198 | FAAR | FIRST TR EXCHANGE TRAD FD VI | — | 7 | $190.0 | — | SOLD |
| 199 | IWL | ISHARES TR | — | 1 | $184.0 | — | SOLD |
| 200 | FSIG | FIRST TR EXCHANGE-TRADED FD | — | 8 | $146.0 | — | 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%