Portfolio (Quarterly)
Guide ↗
Lloyd Advisory Services, LLC.
· CIK 0001802474| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | SNY | SANOFI SA | Healthcare | 3,857 | $187K | 0.07% | SOLD |
| 22 | — | INNOVATOR ETFS TRUST | — | 6,977 | $183K | 0.07% | SOLD |
| 23 | — | INNOVATOR ETFS TRUST | — | 6,849 | $183K | 0.07% | SOLD |
| 24 | WLK | WESTLAKE CORPORATION | Basic Materials | 2,445 | $181K | 0.07% | SOLD |
| 25 | HYS | PIMCO ETF TR | — | 1,836 | $174K | 0.07% | SOLD |
| 26 | FE | FIRSTENERGY CORP | Utilities | 3,592 | $161K | 0.06% | SOLD |
| 27 | AUGW | AIM ETF PRODUCTS TRUST | — | 4,711 | $153K | 0.06% | SOLD |
| 28 | AOA | ISHARES TR | — | 1,700 | $152K | 0.06% | SOLD |
| 29 | SIXP | AIM ETF PRODUCTS TRUST | — | 4,644 | $147K | 0.06% | SOLD |
| 30 | TRP | TC ENERGY CORP | Energy | 2,654 | $146K | 0.06% | SOLD |
| 31 | FISV | FISERV INC | Technology | 2,130 | $143K | 0.06% | SOLD |
| 32 | — | AMCOR PLC | — | 16,414 | $137K | 0.05% | SOLD |
| 33 | IUSG | ISHARES TR | — | 743 | $125K | 0.05% | SOLD |
| 34 | GAEM | SIMPLIFY EXCHANGE TRADED FUN | — | 4,593 | $122K | 0.05% | SOLD |
| 35 | SPBW | AIM ETF PRODUCTS TRUST | — | 4,445 | $122K | 0.05% | SOLD |
| 36 | MGC | VANGUARD WORLD FD | — | 483 | $121K | 0.05% | SOLD |
| 37 | PDX | PIMCO DYNAMIC INCOME STRATEG | Financial Services | 6,053 | $114K | 0.04% | SOLD |
| 38 | PPL | PPL CORP | Utilities | 3,241 | $114K | 0.04% | SOLD |
| 39 | TJUL | INNOVATOR ETFS TRUST | — | 3,702 | $110K | 0.04% | SOLD |
| 40 | EFX | EQUIFAX INC | Industrials | 438 | $95K | 0.04% | 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%