Portfolio (Quarterly)
Guide ↗
Lloyd Advisory Services, LLC.
· CIK 0001802474| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 201 | AOK | ISHARES TR | — | 4 | $144.0 | — | SOLD |
| 202 | — | FLAGSTAR BANK NATIONAL ASSOC | — | 11 | $139.0 | — | SOLD |
| 203 | TAIL | CAMBRIA ETF TR | — | 9 | $101.0 | — | SOLD |
| 204 | LGOV | FIRST TR EXCHANGE-TRADED FD | — | 4 | $98.0 | — | SOLD |
| 205 | PAYO | PAYONEER GLOBAL INC | Technology | 15 | $84.0 | — | SOLD |
| 206 | SMDV | PROSHARES TR | — | 1 | $66.0 | — | SOLD |
| 207 | PNW | PINNACLE WEST CAP CORP | Utilities | 1 | $47.0 | — | SOLD |
| 208 | SJB | PROSHARES TR | — | 3 | $42.0 | — | SOLD |
| 209 | LMBS | FIRST TR EXCHANGE-TRADED FD | — | — | $21.0 | — | SOLD |
| 210 | BBY | BEST BUY INC | Consumer Cyclical | — | $15.0 | — | SOLD |
| 211 | EMLP | FIRST TR EXCHANGE-TRADED FD | — | — | $11.0 | — | SOLD |
| 212 | — | TWO HBRS INVT CORP | — | 1 | $11.0 | — | SOLD |
| 213 | BLW | BLACKROCK LTD DURATION INCOM | Financial Services | 1 | $8.0 | — | SOLD |
| 214 | CUZ | COUSINS PPTYS INC | Real Estate | — | $8.0 | — | SOLD |
| 215 | BTZ | BLACKROCK CR ALLOCATION INCO | Financial Services | 1 | $7.0 | — | SOLD |
| 216 | JPC | NUVEEN PFD & INCOME OPPORTUN | Financial Services | 1 | $5.0 | — | SOLD |
| 217 | GPMT | GRANITE PT MTG TR INC | Real Estate | 1 | $2.0 | — | SOLD |
| 218 | HIO | WESTERN ASSET HIGH INCOME OP | Financial Services | 1 | $2.0 | — | 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%