Portfolio (Quarterly)
Guide ↗
Lloyd Advisory Services, LLC.
· CIK 0001802474| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 91 | $17K | 0.01% | SOLD |
| 102 | MSCI | MSCI INC | Financial Services | 29 | $17K | 0.01% | SOLD |
| 103 | HOOD | ROBINHOOD MKTS INC | Financial Services | 142 | $16K | 0.01% | SOLD |
| 104 | RPV | INVESCO EXCHANGE TRADED FD T | — | 153 | $16K | 0.01% | SOLD |
| 105 | — | COLLABORATIVE INVESTMNT SER | — | 487 | $15K | 0.01% | SOLD |
| 106 | BUG | GLOBAL X FDS | — | 435 | $13K | 0.01% | SOLD |
| 107 | HUBS | HUBSPOT INC | Technology | 33 | $13K | 0.01% | SOLD |
| 108 | SOLV | SOLVENTUM CORP | Healthcare | 165 | $13K | 0.01% | SOLD |
| 109 | SEIC | SEI INVTS CO | Financial Services | 156 | $13K | 0.01% | SOLD |
| 110 | AFG | AMERICAN FINL GROUP INC OHIO | Financial Services | 91 | $12K | 0.01% | SOLD |
| 111 | MAYW | AIM ETF PRODUCTS TRUST | — | 363 | $12K | 0.01% | SOLD |
| 112 | GDEC | FIRST TR EXCHNG TRADED FD VI | — | 312 | $12K | 0.01% | SOLD |
| 113 | AOM | ISHARES TR | — | 238 | $11K | 0.00% | SOLD |
| 114 | UDIV | FRANKLIN TEMPLETON ETF TR | — | 212 | $11K | 0.00% | SOLD |
| 115 | ERIE | ERIE INDTY CO | Financial Services | 39 | $11K | 0.00% | SOLD |
| 116 | TLH | ISHARES TR | — | 108 | $11K | 0.00% | SOLD |
| 117 | SAIA | SAIA INC | Industrials | 33 | $11K | 0.00% | SOLD |
| 118 | — | FLUTTER ENTMT PLC | — | 50 | $11K | 0.00% | SOLD |
| 119 | IAGG | ISHARES TR | — | 204 | $10K | 0.00% | SOLD |
| 120 | VICI | VICI PPTYS INC | Real Estate | 330 | $9K | 0.00% | 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%