Portfolio (Quarterly)
Guide ↗
Lloyd Advisory Services, LLC.
· CIK 0001802474| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | WY | WEYERHAEUSER CO MTN BE | Real Estate | 1,816 | $43K | 0.02% | SOLD |
| 62 | LVHI | LEGG MASON ETF INVT | — | 1,139 | $42K | 0.02% | SOLD |
| 63 | GMAY | FIRST TR EXCHNG TRADED FD VI | — | 1,003 | $41K | 0.02% | SOLD |
| 64 | AMP | AMERIPRISE FINL INC | Financial Services | 83 | $41K | 0.02% | SOLD |
| 65 | — | J P MORGAN EXCHANGE TRADED F | — | 622 | $39K | 0.01% | SOLD |
| 66 | NSC | NORFOLK SOUTHN CORP | Industrials | 133 | $38K | 0.01% | SOLD |
| 67 | STE | STERIS PLC | Healthcare | 150 | $38K | 0.01% | SOLD |
| 68 | SPBU | AIM ETF PRODUCTS TRUST | — | 1,298 | $37K | 0.01% | SOLD |
| 69 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 522 | $36K | 0.01% | SOLD |
| 70 | VLUE | ISHARES TR | — | 241 | $33K | 0.01% | SOLD |
| 71 | GJUL | FIRST TR EXCHNG TRADED FD VI | — | 796 | $33K | 0.01% | SOLD |
| 72 | IBKR | INTERACTIVE BROKERS GROUP IN | Financial Services | 510 | $33K | 0.01% | SOLD |
| 73 | DAL | DELTA AIR LINES INC DEL | Industrials | 447 | $31K | 0.01% | SOLD |
| 74 | FANG | DIAMONDBACK ENERGY INC | Energy | 205 | $31K | 0.01% | SOLD |
| 75 | PH | PARKER-HANNIFIN CORP | Industrials | 35 | $31K | 0.01% | SOLD |
| 76 | RPRX | ROYALTY PHARMA PLC | Healthcare | 772 | $30K | 0.01% | SOLD |
| 77 | VXUS | VANGUARD STAR FDS | — | 378 | $29K | 0.01% | SOLD |
| 78 | IGD | VOYA GLBL EQTY DIV & PREM OP | Financial Services | 4,948 | $28K | 0.01% | SOLD |
| 79 | GNL | GLOBAL NET LEASE INC | Real Estate | 3,260 | $28K | 0.01% | SOLD |
| 80 | TMFC | RBB FD INC | — | 379 | $27K | 0.01% | 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%